Walmart Money Center - Okeechobee (FL)

Louie Sanchez Mike is a great mentor and fantastic Financial Planner. His knowledge is extensive, has tremendous attention to detail, and genuinely cares. I highly recommend you speak with Mike for all your financial needs.

Eric Epstein Tara and the folks at the Diane Banks agency were fantastic! I was nervous about moving to Florida, especially moving my boat to Florida permanently. I had heard so many horror stories. Tara’s expertise in boats, especially catamarans made it so easy for me. She answered all my questions, did all the paperwork, and coordinated with me what I needed to do. I still can’t believe she was able to make it so easy.

Alex Vayslep I’ve worked with Wyn for a number of years. He’s been trustworthy, kind and given great advice through thick and thin. I appreciate his thoughtful , low pressure style .

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!

Issac 56 Great store awesome people bran and Joe very helpful when it come to gun inventory

Milagros Almarante Highly recommend Wealth Express Company. It’s dedicated and highly qualified professionals make a great difference in the financial industry.

Erika Steele I’m so grateful for the incredible support and encouragement I received from Morgan Financial throughout the entire home buying process. From start to finish, Jasmine, Mary, and Lindsey were absolutely amazing to work with. They made the experience so much more pleasant and less stressful than I ever imagined it could be. Their patience, kindness, and constant communication made me feel confident every step of the way—they truly held my hand through it all. I always felt like I had a team behind me who genuinely cared. I’m so glad I chose Morgan Financial and would highly recommend them to anyone looking to purchase a home. Thank you all for helping make this dream a reality!

John V Easy to get to easy to use

Susan Bonsignore Bob Olliff and Julie Kandel-Pogue are awesome working with us!