Walmart Money Center - Perry (FL)

Lori Segal Amazing customer service at this location. I was first assisted by Banker Emilda and who then passed the ball to Manager Stephanie. Both were friendly, professional, efficient, and made the process smooth and seamless. Highly recommend banking in this location!

William Hennessey Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds. Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets. Most importantly he can be trusted with your money.

Elizabeth Jepson Nancy is a truly superb advisor. She is extremely knowledgeable, as well as being an excellent listener. Its clear that she takes our concerns and risk tolerance into account. She makes time to explain our investment plan and answers our questions thoroughly. We are very thankful that she was recommended to us as an advisor!

Lizette Loayza Max is great in disability and life insurance for doctors, top in the industry. I highly recommend him.

Julie Bastian could not have been friendlier or more service oriented!!!! My doctor didnt send the right paperwork, everything was moved around so my appointments were reworked so I could have everything done before my second appointment was to even begin. So happy I found these girls!

Oneida Hernandez Hello, good morning, I share with you that I made my taxes with you and I am very grateful because I already received them and in record time, thank you for helping me and blessings to all

Dayna Hendrick Heidi has great people skills, professionalism, and is great with the customers. Heidi is the heart of the team at First Federal Bank in Dowling Park. She is an asset to the team!

Alex DeMarco Neil is awesome and extremely helpful! He helped me understand all the steps necessary to plan for a stable future. I will be referring him to my family and friends as well!