David Searles - Raymond James - Pompano Beach (FL)

Chris Wyatt David is very knowledgeable on helping a family with Strategies to have retirement be an easy adjustment. Enjoying life without WORRY. We wished we could have met him earlier.

OK OK The bank manager and assistant were incredibly welcoming and friendly! They were so professional and made everything easy to understand. Their clear communication was never pushy; they took their time to explain everything patiently. I am very satisfied and truly enjoyed opening my account. It was a wonderful experience! Ms. Suri was such a pleasure to talk to! She helped me open my account and was very professional, polite, patient, and friendly. Thank you, Ms.M Suri. you are the best!

Rome C We get compliments when referring them to our clients for their financial needs.

Rob Taylor Had problems cashing my check, the awesome lady there helped verify with the bank and had more patience than I did. She smiled the whole time because she is just too nice. Recommend going here!

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.

Rhonda Williamson Don’t go during your lunch break! They only have one cashier running the inside and drive through. I walked in with two people ahead of me and didn’t and waited for 45 minutes.

Catherine Martin After 3 years I finally felt the weight come off my shoulders when I got referred to Myranda. She is focused on the client at hand (as others Ive dealt with being scattered brain and costing me unnecessary penalties). Myranda is very patient, perfessional and cares about keeping you educated and successful with your taxes and keeping you focus on building a successful business. Thank you Myranda!!!! You are an answerd blessing!!! Catherine