Founders Wealth Management - St. Augustine (FL)

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.

Ashley Fralick I was really in a bind and Patrick drea and Kat were so helpful and understanding and helped me with quickness and empathy absolutely recommended and they have a great selection

Glenn Midnet Scott is truly amazing to work with. Not only is he very knowledgeable but he really cares about his clients. I highly recommend Scott and his team.

Rebecca Davila This is the best credit union ever. It is a friendly staff you probably know by name. I have been there for years and they have been wonderful to me. Of course, that works both ways. They can be very busy but my mother taught me how to wait when necessary. ♥️

Denise Walker Andria was very professional and helped me understand my policy. Was with All-state for over 30 years, now I am very happy to of moved my business to Nationwide with Perry insurance and Andria!

Nick Crum Working with Kurt was great. Highly recommend him and Evolution with financial advising and helping me set up my will.

Georgio Brito Be aware of this realtor agent company! Worst in the industry. She is after people deposits. Ana is the name of the realtor. Worst experience I’ve had in my life.

Matthew Carmel Thomas and his staff were extremely knowledgeable and friendly. They do things when they say they are going to do them, and they do them right the first time . What a pleasure to work with these people!

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.