Expertise.com

Best Financial Advisors in Port St. Lucie

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

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

Business Description

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
Google
3.2 / 5 (15)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Port St. Lucie, FL

Business Description

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!

Bridge Financial logo
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Bridge Financial

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

Business Description

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 (313)

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
Integrated Wealth Management Group logo
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Integrated Wealth Management Group

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

Business Description

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
KPS Wealth Management, LLC logo
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KPS Wealth Management, LLC

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

Business Description

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
Saelzer | Atlas Wealth Management Group of Raymond James logo
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Saelzer | Atlas Wealth Management Group of Raymond James

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

Business Description

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.
5.0
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Strategic Retirement Group logo
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Strategic Retirement Group

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

Business Description

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