Best Financial Advisors in Port St. Lucie

Bridge Financial provides services to clients in Port St. Lucie and the surrounding areas. The financial advisory firm offers investment management planning, including bonds, traditional IRA, brokerage accounts, debit cards, and common stock. Its team also handles financial planning, covering retirement, tax, estate, college, and money management. In addition, the firm provides assistance in insurance needs. The president of Bridge Financial, Adam Palas, has been helping clients with their financial goals since 2000. He is a Chartered Life Underwriter and a Certified Financial Planner.

Integrated Wealth Management Group in Port St. Lucie is a team of financial planners that provide wealth management and financial education services to clients in the metro. Some of its services include personal financial, retirement and independence, business, ancillary, and investment planning. The firm is led by Dana Binsbachar, a financial advisor who has been in the industry since 1997. Dana is an Accredited Asset Management Specialist and an Accredited Investment Fiduciary. He is an expert in asset allocation and investment evaluation.

KPS Wealth Management, LLC is a Port St. Lucie-based firm that offers independent financial planning services. Individuals and business owners can benefit from the firm's tax, investment, and risk management services. Investment planning, debt management, asset protection, and education planning are among its wealth management services. As retirement income planners, its team also develops an investment strategy consistent with the client's objectives over time. Jeffrey Steinberg, the firm's Certified Financial Planner­, has three decades of combined experience in financial, retirement, and estate planning.

Saelzer | Atlas Wealth Management Group of Raymond James provides independent financial services to clients in Port St. Lucie. The firm has been assisting retirees, divorcees, widows, and business owners since its establishment in 1999. The services it offers include retirement planning, financial planning, portfolio management, and estate charitable giving and trust. The team of Saelzer | Atlas Wealth Management Group of Raymond James brings more than 25 years of combined experience in financial planning.

Strategic Retirement Group is an independent firm that caters to clients' financial planning and investment management needs in Port St. Lucie. It also offers education, estate, retirement, tax, and insurance planning and portfolio management services. Its in-house advisors and analysts look at their clients' assets, risks, and goals. They also offer philanthropic options for their estate plans. Strategic Retirement Group has been crafting personalized financial solutions for its clients for over 30 years.