Merrill Lynch Financial Advisor Jeffrey Leedy - Punta Gorda (FL)

James Tameka made everything so easy. I had a 10min conversation over the phone with her ... & she had me in the office a hour later with everything ready to go ... So Fast & Friendly....A REAL Professional

Debra Hernandez Rosie at this location is absolutely amazing. She always has a smile and is so sweet. It’s always a quick in and out with her. Honestly, the 5 starts are for her

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.

Mary Lou Vrabel Just want to thank you for the opportunity to work with your company’s representative, Mark Augustsson. I have been doing business with him for well over a year, and he never disappoints. He is always professional and comes prepared. He has helped me tremendously in choosing a Medicare plan that works best for me, and saves me money at the same time. I was also able to apply for and get a whole life insurance policy for a reasonable cost. I have referred him to others and will continue to do so. Thanks again for making the choices easy.

Brad Tilghman Walter provides sound guidance on market conditions. His years of experience are a valuable asset to anyone looking to invest in the market. Glad to have him in Port St. Joe!