Edward Jones - Financial Advisor: Andrea N Gulliksen, CFP®

Reviews

• KT

  Kris Toomalatai

  Aug 4, 2025
  5.0
  I trusted Andrea before I shook her hand. She has integrity, honesty, and very knowledgeable in all areas! I trust her guidance for my financial retirement future. Thank you Andrea!
• JM

  JA M

  Jun 19, 2025
  5.0
  I wanted to work with someone who had an advanced level of expertise, that offered more than just managing my investments. Andrea had a very successful career as s Marine, she is very driven and loves complex situations. As a CFP, Andrea is extremely knowledgeable about how all the pieces work together – tax, estate, retirement income, etc, yet she can explain complex topics in ways I can understand. After receiving an inheritance, I knew I needed guidance – but also someone I could trust. Managing that kind of gift felt overwhelming and personal. My connection with Andrea was immediate. From the very first meeting, she made me feel at ease. She listened without judgement, explained things clearly, and helped me create a plan that honored both my financial goals and my legacy. I felt seen, supported and confident every step of the way. It’s obvious she loves what she does and goes above and beyond to take care of her clients. I wish I had found Andrea sooner.
• CR

  Carolyn Rudolph

  Jun 18, 2025
  5.0
  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.
• SM

  Susan Mashburn

  Jun 17, 2025
  5.0
  Andrea took over my account about 2 years ago and I am so thankful she did! I feel so much more confident with my investments now. She is friendly and professional. Although relatively new to Edward Jones, I feel she has all the knowledge I need for my future. Thanks Andrea

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