MIDFLORIDA Credit Union - Wauchula Branch - Wauchula (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.

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!

ALICIA DEL VALLE It is the best Bank in the United States

Matt Fellows I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.

Jill Phenomenal financial planner in the Fernandina Beach area.

Teri Coutu Heritage offers quality services in a friendly manner. I highly recommend their specialized financial and fiduciary services!

John Faloni I’ve known Ben for a while now, and he’s always brought a sense of confidence and clarity to my financial plan. The entire team has been professional, responsive, and invested in helping me reach my goals. Working with them has been a great experience so far, and I truly feel my future is in good hands.