Valic - Gainesville (FL)

Melissa McDow I love this bank Suncoast has great perks for their customers, the employees are always so friendly and great at customer service I especially love going to the Inverness location Victoria is always so helpful always greets me with my first name. Any time I have questions she always gets me the answers she is such a delight she makes the Inverness Branch so welcoming.

Amanda Fitch John came highly recommended by a buisness colleague who had great success with him. He was very professional returned my calls quickly and was very helpful. John listened to what my goals where and put me on my way to achieving them, exceeding my expectations and acquiring my target quicker than I thought I could. Great company and highly recommended.

David Wiegman We have been using Angela at Sage wealth for approximately 4 years.We have been pleased with her financial guidance and the results. Angela is an excellent choice for your financial planning and is a pleasure to work with. David Wiegman

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.

APRIL SPAULDING I would highly recommend Tracey to anyone wanting to know more about building and reaching their financial goals. She can help you develop a plan even if you only start with $100. One of the many things I absolutely adore about Tracey is she goes above and beyond for her clients and fellow colleagues. She listens to your needs and helps fill them even it it has nothing to do with Edward Jones. She has built so many personal relationships with the community that she can direct you to the right person or business. If you need a Will or Trust, if you need a house cleaner, if you need a HVAC help, if you need a REALTOR...Tracey knows just about anyone for the job! Tracey is a very caring, reliable and trustworthy individual and I cant thank her enough for all she does.

Tina Wilkerson I have been with Mrs Tanner for years and would not think of going anywhere Else.