This financial service is conveniently located in Building 1490, N Wilson Ave Avenue, Bartow City, with a clear commitment to providing excellent client service and full accessibility to people with disabilities. The working hours are from 8:00 AM to 4:00 PM, Monday through Friday, making it easy to plan a visit. The financial advisor, Shane K Nelson, CFP, is a professional with a strong commitment to helping clients achieve their financial goals. The company values are centered around providing a personalized experience and helping clients plan for their financial future.However, one area that could be improved is the lack of detailed information about the services offered, making it difficult to get a comprehensive understanding of what to expect from a visit.The location is wheelchair accessible, both in terms of the parking lot and the restroom, making it easy for everyone to access the services.