World Financial Group Inc. - Jacksonville (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.

Tarra Lunsford Roland was amazing!! I told him I was gonna make a review for him because of how kind and helpful he was when I needed to pay a bill. I was so confused but he helped ease my mind and make it so simple!! Thank you again Roland, I hope more workers follow after ur can-do attitude :)

Sabine Robertson Over time, Ive come to know Yvonne. Our professional connection has grown into a friendship. What I value most is her quick response to questions. Yvonne is not just a financial advisor; shes a trustworthy financial partner. Simply put, Yvonne represents a perfect blend of expertise, integrity, and client focus. If you are looking for a Financial Advisor I would start with Yvonne Shanklin.

Michele Miller My family and I have been clients of Trasport Financial Services since 2017. It is Difficult to find a financial advisor who truly understands, respects and cares about their clients. I will tell you TRASPORT FINANCIAL SERVICES has made my family and I completely comfortable and I HIGHLY RECOMMEND Rick Trasport Financial Services For your investment and wealth building needs..

Liv J Alicia was helpful, professional and very knowledgeable. She was able to answer all of my questions and made the tax preparation process completely stress-free. I am very satisfied with Alicias service at Safety of Wealth in Ocala. I will definitely be a returning customer. Thank you!

Jessica Dewing This is my first time working with a Financial Advisor and Mitch has been absolutely wonderful to work with. Beside being a pleasure to talk with, Mitch has done a fantastic job with my IRA and 401K. Ive told my friends and family how they are missing out by not working with FFA. I highly recommend giving them a try. Its not a scary, stuffy experience that one might expect. Help make your money work harder by working with this team!