Wells Fargo Advisors - Winter Park (FL)

Elson Eric (E_RocK) Never a long wait like the dmv in the big city. I love it.

brandon martin Wallifa was inviting as well as very helpful in assisting me to open a new account and apply for a credit card. gave me great advice and answered every question with a positive attitude.

Christa Hickingbottom Linda is absolutely fantastic. Best location we have ever visited. Had an appointment at another location and for some reason (hope everyone is OK) they didnt open the office. Called Mrs Linda and she got us in ASAP. Super friendly and great at what she does. Thank you all so much for the wonderful experience.

Brett Stophel Debbie did a great job on help setting one of my retirement accounts up and Dan also did a great job on setting up my business credit card.

Lemon Hambre Thank you guys for always answering my dumb questions about insurance. We always know we can count on you to take care of our insurance needs. LB

A C Moore I attended a Financial presentation at the Halifax River Yacht Club (which included a free dinner) and found it to be informative. I took plenty of notes on the topics that pertained to me. I was very pleased with the dinner that was offered (I selected salmon) and we were even able to take home leftovers. I plan on meeting with Mr. Poole to discuss Estate planning. The only suggestion I have regarding the presentation is to perhaps limit the amount of information presented. After an hour or so your attention starts to wane. Thank you.

Jacob Padgett Dave provided outstanding support, going above and beyond to help us while being very patient and informative about the required processes; I highly recommend him for home buying.

Laurie Santiago Excellent service and money was available same day

Krystal Volpe Jesus walked us through the beginning steps and ways to prepare for future goals. He was patient and explained things in a way you could understand. You can tell he has the clients best interest not his own, I have not experienced that with any other advisors I have spoke with. Jesus is very professional, knows what hes talking about about, and will help many people!