Best Financial Advisors in Jupiter 2022
We scored 29 Financial Advisors in Jupiter and Picked the Top 15
Here are the Picks:
Connor Financial Group
Financial Investment Network, Inc.
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Financial Planning Investment Group
Lee Wealth Management
Mark Warner
Matthew Billitti
Oceanview Private Wealth
Optimist Capital
Pinnacle Tax of Jupiter
Primoris Wealth Advisors, LLC
Schanel & Associates PA
SmartPlan
South Florida Wealth Management, LLC
Stonebridge Wealth Management
Vault Wealth Management
Connor Financial Group
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.
Financial Investment Network, Inc.
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.
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Financial Planning Investment Group
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.
Lee Wealth Management
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.
Mark Warner
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.
Matthew Billitti
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.
Oceanview Private Wealth
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.
Optimist Capital
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.
Pinnacle Tax of Jupiter
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.
Primoris Wealth Advisors, LLC
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.
Schanel & Associates PA
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.
SmartPlan
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.
South Florida Wealth Management, LLC
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.
Stonebridge Wealth Management
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.
Vault Wealth Management
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.