Laurels

Best Financial Advisors in Port St. Lucie
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Port St. Lucie, FL

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Al Soricelli, CFP, RICP

Al Soricelli, CFP, RICP

  • 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.

145 Northwest Central Park Plaza
Port St. Lucie, FL 34986

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Bridge Financial

Bridge Financial

  • 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.

43 Southeast Ocean Boulevard
Stuart, FL 34994

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

325 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Integrated Wealth Management Group

Integrated Wealth Management Group

  • 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.

540 Northwest University Boulevard
Port St. Lucie, FL 34986

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

KPS Wealth Management, LLC

KPS Wealth Management, LLC

  • 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.

2100 Southeast Hillmoor Drive
Port St. Lucie, FL 34952

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Saelzer | Atlas Wealth Management Group of Raymond James

Saelzer | Atlas Wealth Management Group of Raymond James

  • 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.

309 Southeast Osceola Street
Stuart, FL 34994

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Strategic Retirement Group

Strategic Retirement Group

  • 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.

515 Southwest Camden Avenue
Stuart, FL 34994

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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