Main Street Financial - Lake City (FL)

Jim Guld Long time customer. Wonderful people.

James Deney Ryan really knows his stuff! He is extremely knowledgeable, will take time, and listen to your needs and goals then set up a plan to get you there. I would recommend him to anyone looking for a trustworthy/hardworking advisor.

raelene davis Jenny at Crawfordville office was very helpful in especially helping a Ederly Lady paying her monies for current policy.

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.

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!

issanewday2020 yeah One MAIN is amazing! They have assisted me with my financial needs on several different occasions! I have two successful referrals with the company; consisting of family and a friend. Theresa and Susan have been amazing over the years! They both have been a listening ear to my personal life experiences, well as, my financial needs! Sincerely, A valued customer

Ernie Sanchez Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. Shes just a joy to work with; so personable and friendly. If youre looking for a financial advisor, go see her....now!

Cat Thomas Michael has done my taxes for the past 2 years and has done an excellent job! He also did all of the filing for my small business. He has gone above and beyond in terms of helping me keep everything straight. I highly recommend his services.