TradePMR - Gainesville (FL)

Bob Canter There was fraudulent activity on my debit card. I reported it promptly and the fraudulent transaction was blocked. I then went to our nearby Capital City Bank branch to get a new debit card. The entire transaction was quick and very easy; bank staff is very courteous.

Colleen Kenna Very friendly staff!

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.

Josh Blum Bill is great! He knows what he’s talking about and even more important to me he can explain it in a way that you can understand. It means I can trust him to do the right thing.

Stephen Simpson Super nice folks here. Helped them move their network and phone system.

Abrielle Medellin Wonderful experience! Quick and easy process. Friendly people amazing environment

Jared Jones I’ve known Ron for many years, and he’s always been patient, kind, and honest in everything he does. When it came to helping me with my future financial plan, Ron’s expertise and genuine care made all the difference. If you’re looking for the best financial advisor in the area—someone you can trust wholeheartedly—look no further than Ron. He truly goes above and beyond to ensure his clients are set up for success.