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Best Financial Advisors in Port St. Lucie

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Al Soricelli, CFP, RICP logo

Al Soricelli, CFP, RICP

145 Northwest Central Park Plaza, Port St. Lucie, FL 34986
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  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Al Soricelli is a financial planner that serves clients in Port St. Lucie. He offers individuals, families, and small business owners customized financial, education, estate, and retirement planning strategies. Al Soricelli also crafts life, disability, and long-term care insurance strategies as well as asset protection, employee benefit packages, and succession plans. He has a background in business, management, sales, and marketing. Al Soricelli is a Certified Financial Planner and a Retirement Income Certified Professional. He has been practicing his profession for over 25 years.

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Bridge Financial logo

Bridge Financial

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

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.

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Integrated Wealth Management Group logo

Integrated Wealth Management Group

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

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.

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KPS Wealth Management, LLC logo

KPS Wealth Management, LLC

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

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.

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Saelzer | Atlas Wealth Management Group of Raymond James logo

Saelzer | Atlas Wealth Management Group of Raymond James

309 Southeast Osceola Street, Stuart, FL 34994
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  • Retirement 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.

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Strategic Retirement Group logo

Strategic Retirement Group

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

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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