Walmart Money Center - Bartow (FL)

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Kewe Raymomd I conducted my business there and was out the door in less than half an hour. The staff were kind and professional.

Betty Marmon This is one of the highly regarded people within the area of investments. Im certain he will support. Do not support overseas investing.

Elizabeth Strange Madison Taylor prepared our return this year. She is very prompt, polite and knowledgeable. She was able to answer our questions. My husband and I really enjoyed speaking with her and wish her the very best. (Starke FL office, not located inside Walmart)

Fred Difruscio These folks do excellent work they’re very attentive and always answer the phone and answer questions when we ask. They respond promptly with our tax forms and other information. They have been my accountant for 45 years starting with Ellen‘s dad.

Bizjet My wife went in and needed to speak to accounts manager. He was on a personal call and ignored my wife she walked out after ten minutes. He did not even acknowledge her standing there.

Bhavu Patel Very nice worker and people

Thymeless Aeon Very nice staff. Very clean environment and good selection and quality items ❤️❤️❤️

Jason Smith Alex is a great guy and really cares about his clients. Youll find to be honest and trustworthy. Definitely recommend.