Laurels

Best Financial Advisors in Jupiter
2022

Connor Financial Group

Connor Financial Group

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Connor Financial Group is an advisory firm serving the Jupiter community. It offers financial planning solutions to individuals, retirees, business owners, women investors, and corporate executives. Its planning process covers the client's short- and long-term goals and risk tolerance. The firm develops a financial picture through a personalized plan that incorporates the client's current liabilities and assets to establish their net worth and review it throughout the years. It also offers portfolio management, sustainable investing, longevity planning, and fixed income services.

8461 Lake Worth Rd Ste 178
Wellington, FL 33467

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Financial Investment Network, Inc.

Financial Investment Network, Inc.

  • Certified Financial Planner (CFP)

Financial Investment Network, Inc., is a woman-owned company that caters to customers in the Jupiter metro and the surrounding areas. It helps clients achieve financial independence by offering planning services. It addresses areas of concern, such as insurance, investment, retirement, and tax. The firm's process involves understanding the customers' financial status, identifying their goals, and developing and implementing recommendations. Financial Investment Network has been operating since 1999. Its owner, Nancy Mobberley, holds the Certified Financial Planner designation.

601 Heritage Drive, Suite 154
Jupiter, FL 33458

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Financial Planning Investment Group

Financial Planning Investment Group

  • Certified Financial Planner (CFP)

Since 1979, Financial Planning Investment Group has been serving clients in Jupiter. It provides a variety of services, including retirement, estate, and investment planning. Tax planning services are also available, which include educating clients on tax strategies and assisting them with managing their tax bills. It also provides life insurance, personal insurance, and liability insurance. Louis J. Macloskey, the firm's founder, specializes in comprehensive financial planning and has been in the industry for over 40 years.

1615 Forum Place Suite 1A
West Palm Beach, FL 33401

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lee Wealth Management

Lee Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Lee Wealth Management is a full-service financial advisory firm that serves clients in Jupiter and the surrounding areas. It handles various aspects of retirement and financial planning, including buy-sell arrangements, retirement planning, and life and long-term care insurance. It offers a variety of investment options, such as annuities, asset protection strategies, IRA, and rollovers. Lee Wealth Management has been in the industry since 1998. Charles Lee, the company's financial planner, is a Chartered Financial Consultant.

1662 N. US Hwy. 1, Suite A
Jupiter, FL 33469

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Mark Warner

Mark Warner

  • Certified Financial Planner (CFP)

Mark Warner serves clients in Jupiter and nearby areas. He offers a wide range of services, from financial, business, and retirement planning to investment strategies and insurance. He is a wealth management advisor for Northwestern Rural, a firm that has been serving the community for more than 160 years. Warner develops a full financial plan for clients who want to manage their current financial success or protect and preserve their assets in the long run.

3300 PGA Boulevard Suite 400
Palm Beach Gardens, FL 33410

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Matthew Billitti

Matthew Billitti

  • Certified Financial Planner (CFP)

Matthew Billitti is a Certified Financial Planner serving healthcare professionals, business owners, families, and high-net-worth individuals in Jupiter. He helps clients manage wealth through financial and legacy planning, investment analysis, and investment portfolio design and management. Matthew has been in the financial services industry for more than 20 years. He holds licenses in health insurance, state annuities, and Series 66, 63, 10, 9, and 7 financial securities. Matthew is currently serving as a CFP for Rehmann Financial Network, LLC.

Jupiter, FL

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Oceanview Private Wealth

Oceanview Private Wealth

  • Certified Financial Planner (CFP)

Oceanview Private Wealth caters to customers in the Jupiter metro and the surrounding communities. It offers financial planning services, which help clients achieve their goals. Its plans address areas of concern, such as cash flow and budgets, education and retirement savings, executive benefits and compensation, large purchases, protection needs, and tax planning strategies. It also provides cash management solutions and ongoing investment advice. Daniel Bellino, the managing director, brings over 20 years of industry experience. He holds the Chartered Financial Consultant designation.

1825 NW Corporate Blvd. Suite 200
Boca Raton, FL 33431

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Optimist Capital

Optimist Capital

  • Certified Financial Planner (CFP)

Optimist Capital caters to clients in Jupiter and the neighboring cities. It helps individuals prepare their current and future finances by offering financial advising and planning services. It also provides wealth management services for clients who wish to protect investments and properties. The company's founder and CEO, Alexander R. Cooke, is a chartered financial analyst and registered investment adviser who has been in the financial industry since 1998. He is also an ambassador of the Palm Beach Chamber of Commerce.

2401 PGA Blvd. Suite 148
Palm Beach Gardens, FL 33410

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Pinnacle Tax of Jupiter

Pinnacle Tax of Jupiter

  • Certified Financial Planner (CFP)

Pinnacle Tax of Jupiter caters to individuals, families, and businesses in the metro and the surrounding communities. It helps clients make knowledgeable financial decisions by offering planning services. Its plans address brokerage accounts, education funding, real estate programs, tax planning strategies, trust review, and wealth preservation. The firm also provides bookkeeping and payroll reporting solutions. Gerald Hoenings, the owner, brings over 26 years of experience in the financial services and tax industries. He holds the Certified Financial Planner designation.

801 Maplewood Drive Suite 3
Jupiter, FL 33458

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Primoris Wealth Advisors, LLC

Primoris Wealth Advisors, LLC

  • Certified Financial Planner (CFP)

Primoris Wealth Advisors, LLC, is a privately owned investment management firm that serves clients in Jupiter. It helps individuals, retirees, and families achieve their financial objectives through tax planning, financial education, and portfolio management. The firm combines risk reduction and clients' financial goals when building and managing diversified portfolios. Founders John Catalfamo and Raymond Eaton are investment bankers and financial consultants, respectively. From its main office in North Palm Beach, the firm also serves clients in Maui.

9250 Alternate A1A Suite A
North Palm Beach, FL 33403

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Schanel & Associates PA

Schanel & Associates PA

  • Private Wealth Advisor
  • Retirement Planning

Schanel & Associates PA provides a broad range of financial advisory solutions to help clients attain their financial security goals. The firm serves individuals and families throughout Jupiter and the nearby metros, devising personalized financial roadmaps for clients in planning and preparing for their long-term wealth-building goals. Services include financial planning, investment management, risk management, retirement planning, and 401(k) plans for small businesses. The company's leadership team includes professionals holding the Certified Financial Planner and Chartered Financial Analyst designations.

4600 Military Trail, Suite 215
Jupiter, FL 33458

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

SmartPlan

SmartPlan

  • Private Wealth Advisor
  • Retirement Planning

SmartPlan Investing caters to individuals, families, businesses, and not-for-profit organizations in the Jupiter metro and the surrounding areas. It offers financial planning services, which help clients identify and reach their financial goals. Its process involves analyzing the customers' volatility tolerance and short and long-term goals, and assessing their portfolio's risk and return. It also provides financial budgeting solutions. In addition, the firm addresses annuities, college saving plans, and Roth IRAs. SmartPlan Investing has been in operation since 1968.

14255 U.S. Highway One Suite 235
Juno Beach, FL 33408

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

South Florida Wealth Management, LLC

South Florida Wealth Management, LLC

  • Estate and Trust Specialist
  • Private Wealth Advisor

South Florida Wealth Management, LLC, serves the residents in Jupiter. Its advisors offer solutions for wealth preservation, estate planning, and retirement preparation. They guide clients in investing their money by informing them of the risks and benefits of each venture. The team also works with clients in navigating insurance options for risk management. Team member William C. Goodlad has been in the financial industry for over 30 years. He holds ChFC and CLU designations.

701 Us Highway 1 Ste 404
North Palm Beach, FL 33408

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Stonebridge Wealth Management

Stonebridge Wealth Management

  • Certified Financial Planner (CFP)
  • Tax Planning

Stonebridge Wealth Management is an independently owned company that caters to individuals and corporations in the Jupiter metro and the surrounding communities. It helps clients maximize and manage their wealth by offering financial, estate, retirement, and tax planning and debt counseling. It also assists with forming entities, such as LLCs and S Corps. Mary Beth McManus, the company president, brings over 30 years of experience in the financial industry. She holds the Certified Financial Planner designation.

13700 US Highway 1, Suite 102
Juno Beach, FL 33408

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

Vault Wealth Management

Vault Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Estate Planning

Vault Wealth Management is a financial firm serving individuals and business owners in Jupiter and nearby areas. It conducts financial consultations to establish a client's objectives and discuss strategies for financial programs. It offers planning solutions for retirement, college, legacy, and income. The company assists with Social Security and Medicare planning. It also provides insurance policies to cover life, disability, health, and long-term care. Vault Wealth Management is affiliated with Avantax Wealth Management, which was founded in 1983.

1983 PGA Boulevard Suite 102
Palm Beach Gardens, FL 33408

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

3.8 / 5 ( Good)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

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