Top 15 Financial Advisors in Palm Coast, FL

Brian Madalena I have used Alan and Edward Jones for years in setting up my future with my investments. Hes been extremely informative always and has given me advice on how to invest based on what goals I have set out for myself. Highly recommend going to see Alan!

David Goldman Have used Mark for several years and been happy with our results

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.

Robin Pelletier Thankfully, we chose Edward Pruitt Jr. with Edward Jones when we moved to Palm Coast 6 years ago. As the saying goes in Gone With The Wind, “I don’t know nothin’ bout birthing babies”, the same goes for investments and managing our money. We needed someone to make the right investments and help with money management. We knew nothing. We’ve seen our numbers increase and we have total confidence in Ed Pruitt and staff to help us build our nest egg plus more. Whether you don’t know enough to do this on your own or you know a lot, Ed Pruitt will give you peace of mind with growing your money and understanding what he’s doing to build your money. I HIGHLY recommend Edward Pruitt Jr., financial advisor (and life saver) with Edward Jones financial services. Go Now!

Brad West Jamie is wonderful. Honest and definitely one you can count on to give you the best financial direction.

Lisa Moukakos Was able to get an appointment quickly. The girl I spoke to on the phone was so friendly. I met with James to go over some concerns with my social security income and IRA. He gave great information and I left very happy. I will be back next year!

Abby Santiago I like that Abby is easy to talk to and listens to whats important to me. She gives me advice personal to me.

Lynn Tyler We have been using Certified Financial & Tax for 7 years now. They answer all our questions with patience and understanding. They give us great advice for our business. They have gathered all the necessary financial data, for my WBE Certification. They take care of our personal and business taxes. I am so glad we found them when we first began our business.

Michael Shirazi At this place, they open early they help you even if they don’t offer the service they’ll direct you the right way they care about you. I’ve never been more pleased with the company this place is five stars. Thank you, Monique.

Lynn Bougie Hi Lora, I am opening up my finance trackers to do my end of month invoicing and bills and it reminded me that many of the trackers and tools I have in place and use consistently now are because of your class. I always "kind of knew" what I needed to do but I did not commit the time to do it. Through your class and the homework and the tools you provided I am much more in control of my finances. I know my worth and it feels good! Thank you for putting together such a great class. I hope you are well and that ships are coming in and out regularly and that you are only swimming with the dolphins.

Jim Miller Dave, Eddie and their team have been great to work with and very Knowledgeable & Professional. Anytime I have a questions, they get back to me the answers. I would recommend them to everyone.

Kim Fitzgerald I have found Orlando to be very professional, organized and very knowledgeable. On the personal side.... very calm mannered and kind. I wish him well on his new business venture and would recommend him for anyone looking for a financial advisor.