David Carson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Daytona Beach (FL)

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)

Monica Wojtas Mark and his team are great! They listen to your needs and goals, then help you formulate a plan to get where you would like to be.

Carolyn Rudolph Andrea Gulliksen is an outstanding financial advisor. Her twenty-five years of service in the military is evident in Andrea’s attention to detail, integrity, and sincerity the moment you meet her. I lost my husband unexpectedly over two years ago, and with Andrea’s ability I was able to navigate this challenging time in my life. Her knowledge of the financial world helped me preserve and grow my assets since my husband’s death. Andrea also cared about my emotional well-being and showed me compassion at every turn. She helped me find resources in the community beyond the financial world. She cares about all aspects of her client’s life. She brings in community experts to run seminars for her clients about such things as Social Security, Medicare, and more. I highly recommend Andrea Gulliksen as a financial advisor.

Emily Dupas I’m so so excited to continue working with Andy and Elliott to manage my financial needs! Everyone in the office is so friendly and helpful. Andy has a great way of explaining everything in a way that you truly know what’s being done with your funds and you can tell that they care about getting you to where you want to be. The communication with everyone there is amazing and I feel taken care of. I feel like so many people (myself included) don’t realize that they could have access to a resource like this until they take the first step to find out. and I’m so glad I did!

Joana Goff I just wanted to give a huge thank you and shout out to Brittany and Catie for not only letting me know I left my phone at the bank, coming back and staying after hours to make sure I got it back that day. That could only happen in a small town and shows the values that these two ladies have and carry in to their jobs to make sure their customers are taken care of. Thank you ladies! You don’t know how appreciative I am!

Jennifer Davis Working with Econologics has helped me start looking at the future of my practice and my financial future. Before working with them I thought I had a fairly good handle on things and based on my assessment results I was correct, but they also gave me insights that I had never thought of and cleaning up those blind spots will help me along even more. I am looking forward to implementing some of the changes they have suggested.

Gabe Andrew P. Made a mistake and put myself in a situation with Anytime Fitness and was sent to collections. I thought they were bluffing until my credit report came back. Called up here and spoke with Jenn to which I paid my balance in full. Shockingly, my score went up +30 within a week of paying it. Completely wiped from my report. Jenn was an awesome associate. Very pleasant and sympathetic. Had I known it was this easy, I would’ve done it months ago. :)