Magnolia Wealth Strategies Pensacola - Pensacola (FL)

Stephanie Kapets Highly recommend Melissa at Clarity Financial Design. Melissa helped me to understand and plan for my immediate cash flow needs as well as long term requirements for retirement, childrens higher education, and travel goals.

Patrick Baranack We highly recommend Davis Capital Management. John Murphy, CFP, has been outstanding in all interactions, professional and knowledgeable in helping us meet our investment goals. My wife and I are both retiring at the end of the year and John has established a strategy that makes us very comfortable that we have our money in the right hands. On top of that, John takes the time to explain his thought process and reasoning behind his investment strategy, which is greatly appreciated. We would not hesitate in recommending him to our family and friends.

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

Maxi Banks My experience with one main has always been fantastic. Very helpful and try to work with me in any way they can.

Tammie Burnett I was extremely satisfied with the service that I received here. Michelle the manager and Tiffany her assistant, were very helpful throughout the entire loan process.

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.

Norris Sta Ana Lynn is amazing! Im a southern California Realtor and needed some forms filled out and signed/notarized by my client asap. Well he had been working on the road for two months and was just outside of Perry when I reached out to her. She able to accommodate my client the next day. Thank you maam!