Nelson Financial Group, CFP - Northwestern Mutual - Naples (FL)

Jason Hoge Sefton has been an amazing advisor! He keeps my wife and I updated on where we are at in our path to retirement, and what steps we need to take to reach our goals.

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.

Brandon Chavis I had an excellent experience with BHG Financial. The pre-approval process was fast and straightforward, and they made the entire funding process very simple and painless. Special thanks to Loan Manager Chance Bradley, who was transparent, patient, and professional throughout. He explained everything clearly and ensured I felt confident at each step. I highly recommend both BHG Financial and Chance Bradley for anyone seeking funding.

Debra Merkin After receiving a notice of suspicious activity with my account, the associate at my local branch was very knowledgeable and understanding of the problem and went above to ease my anxiety and assist in a solution to the problem.

Bhavu Patel Very nice worker and people