Wells Fargo Advisors - Waco (TX)

Sherrilyn Price Steven Dawson was recommended to us when we were clueless about how to handle my mothers financial accounts when she became unable to handle them herself. We quickly realized he would be a great asset in getting our own accounts in order. Steven and his team take care to know the individual first, then take equal care to fit investment strategies to the individual needs and preferences. He is thorough in covering all details and ensuring that we are well-informed and confident in all decisions and actions. We connect with him as an advisor, a Christian, and a friend.

Eric Youngblood Sara was a great help with my loan experience. Very helpful and professional. Highly recommended and appreciated.

David DeLuca My Husband & I met with Coleen to get some guidance on our business after running into some complicated matters recently. Coleen is very knowledgable & easily answered all of our questions with great clarity without skipping a beat. We were slightly taken aback by the level of information she gave as we have not previously been provided with that amount of communication. Since we are a pretty straight forward services business, she was able to guide us on how to proceed forward in addition to putting a plan of action together for future tax matters so that they may be done correctly & efficiently. We have been blown away with the level of service we have received so far & very much look forward to blossoming a professional relationship with this company to ensure our businesses finances are properly cared for.

Brent Harden We don’t always plan to be in a position where we may need a little help to get out of a bind however things do happen that are unexpected however for a first timer the experience and staff was very helpful, professional and understanding I would highly recommend them .

Tyronese Collins Aungel and Chris were very confident and willing to help me out when I really needed it the most. I will always recommend this company to anyone in need of some extra cash. The manager (Chris) is very understanding and will try his best to get you approved, definitely a 10/10!!!

Kerry Wilde I’ve been banking here for several years and every employee has been Pleasant and helpful. Had a fraudulent transaction once and they very quickly handled it. I have no complaint at all about my bank.

James Hall I moved my retirement portfolio to RPOA a number of years ago and have never looked back. They truly care about their clients and continually keep us informed with weekly newsletters and twice yearly reviews. My advisor, Robert Tunnell, has been excellent and has been a great help to me. He is very easy to work with and Just recently assisted me in moving an inherited IRA.

Larry M Overnight cashier Jada is always very kind and bubbly, the store is very clean when she is working and welcoming. She is way better than the last overnight guy every time she’s working I leave with a big smile and she always says have a blessed day and it makes my day so much better. Please keep this one overnight!!!