Expertise.com

Best Financial Advisors in Port St. Lucie

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Port St. Lucie, FL
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Port St. Lucie, FL

Why choose this provider?

Need help contacting a Financial Advisor in Port St. Lucie? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
540 Northwest University Boulevard, Port St. Lucie, FL 34986
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
515 Southwest Camden Avenue, Stuart, FL 34994
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
43 Southeast Ocean Boulevard, Stuart, FL 34994
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (318)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
309 Southeast Osceola Street, Stuart, FL 34994
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2100 Southeast Hillmoor Drive, Port St. Lucie, FL 34952
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the initial step in becoming a financial advisor in Port St. Lucie?

    To become a financial advisor in Port St. Lucie, starting with the right academic degree is crucial. Options range from a Bachelor's in Accounting or Consumer and Family Financial Services to a Ph.D. in Finance or Accounting. Alongside these specializations, individuals should enrich their knowledge by taking courses in business ethics, economics, marketing, and quantitative applications in business. These will ensure a well-rounded understanding of the financial advisory profession.

  • Where should a Port St. Lucie investment adviser firm managing less than $100 million in total assets register?

    If an investment adviser firm in Port St. Lucie is overseeing assets totaling less than $100 million, they are required to register with the Florida Office of Financial Regulation, Division of Securities. This registration is conducted via the Investment Adviser Registration Depository. Notably, the regulatory authority for these firms is at the state level rather than the Securities and Exchange Commission, which is responsible for firms managing assets over $100 million.

  • What happens when someone in Port St. Lucie engages in an annuity contract?

    When someone in Port St. Lucie engages in an annuity contract, they invest either a lump sum or make installment payments to a life insurance company. In return, the company promises potential growth or lifelong income based on the agreement's terms. While annuities serve as a financial tool providing lifetime income guarantees, they can be complex financial products; thus, having a financial advisor can be very beneficial.

  • What are the benefits of working with a Registered Investment Advisor in Port St. Lucie?

    Engaging with a Registered Investment Advisor in Port St. Lucie presents several key benefits. An RIA can offer individualized investment advice and effectively manage client portfolios, adjusting to specific financial objectives. Central to their role is the fiduciary responsibility, obliging them to act in the client's best interests above all. Moreover, their registration with regulatory authorities such as the SEC affirms the credibility and legality of their advice, instilling greater confidence in their services.

  • When can an expectant parent in Port St. Lucie start a 529 plan or a Coverdell Education Savings Account for their soon-to-be-born child?

    If an expectant parent in Port St. Lucie is considering a college fund, they can initiate a 529 plan before their child's arrival, while a Coverdell Education Savings Account can only be established post-birth. Parents could initially name themselves as the beneficiary of the 529 plan and later change it to their child's name. However, with a Coverdell account, once a beneficiary is chosen, it remains unalterable. Both plans offer tax advantages and help prepare for future educational expenses.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.