Find a Financial Advisor in St. Lucie County, FL

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List of Firms

Financial Planning Firms in St. Lucie County, FL

Edward Jones - Financial Advisor: Brandon Santillo, AAMS™
SEC File# 801-3297
CRD# 250
Location 10811 SW Tradition Square, Port St. Lucie, FL 34987, USA
Phone (772) 212-4881
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 6:00 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Steve Connell, CRPC®
SEC File# 801-3297
CRD# 250

4 out of 5

Location 1315 St Lucie W Blvd, Port St. Lucie, FL 34986, USA
Phone (772) 344-8107
Ikon Financial Inc
Location 1702 SW Lexington Dr, Port St. Lucie, FL 34953, USA
Phone (772) 871-6408
The Terrio Group
SEC File# 801-108653
CRD# 285560

5 out of 5

Location 542 NW University Blvd # 102, Port St. Lucie, FL 34986, USA
Phone (772) 807-4628
Time Monday: 8:15 AM – 4:30 PM Tuesday: 8:15 AM – 4:30 PM Wednesday: 8:15 AM – 4:30 PM Thursday: 8:15 AM – 4:30 PM Friday: 8:15 AM – 4:30 PM Saturday: Closed Sunday: Closed
IWM Group
SEC File# 801-80184
CRD# 168012

5 out of 5

Location 540 NW University Blvd #101, Port St. Lucie, FL 34986, USA
Phone (772) 340-1200
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Donner's Financial Services, Inc.
Location 240 NW Peacock Blvd Suite 301, Port St. Lucie, FL 34986, USA
Phone (772) 353-5414
Lighthouse Financial Concepts
Location 7410 S U.S. Hwy 1, Port St. Lucie, FL 34952, USA
Phone (772) 621-7888
Financial Services Independent
Location 7636 S U.S. Hwy 1, Port St. Lucie, FL 34952, USA
Phone (772) 621-8149
Kps Wealth Management, Llc
SEC File# 801-111055
CRD# 158043
Location Port St. Lucie, FL 34952, USA
Mark Valinote - Thrivent

5 out of 5

Location 1860 SW Fountainview Blvd Ste 100, Port St. Lucie, FL 34986, USA
Phone (772) 236-0063
Frank Navarro - TD Wealth Financial Advisor
Location 475 SE Port St Lucie Blvd, Port St. Lucie, FL 34984, USA
Phone (772) 302-4297
Specialized Financial Services
Location 5744 NW Jigsaw Ln, Port St. Lucie, FL 34986, USA
Phone (772) 418-5011
AXA Advisors
Location 145 NW Central Park Plaza STE 107, Port St. Lucie, FL 34986, USA
Phone (772) 878-1181
FNB Brokerage Services Inc
Location 1100 St Lucie W Blvd #101, Port St. Lucie, FL 34986, USA
Phone (772) 871-6621
Southern Magnolia Investment Management

5 out of 5

Location 1426 SE Merion Ct, Port St. Lucie, FL 34952, USA
Phone (772) 678-0150
Edward Jones - Financial Advisor: Bob Metz Jr
SEC File# 801-3297
CRD# 250
Location 201 SW Port St Lucie Blvd Ste 204, Port St. Lucie, FL 34984, USA
Phone (772) 873-6887
Gloria E Viano Financial Services
Location 8917 First Tee Rd, Port St. Lucie, FL 34986, USA
Phone (772) 464-4343
Edward Jones - Financial Advisor: Steve Kulikowski
SEC File# 801-3297
CRD# 250

5 out of 5

Location 832 SE Becker Rd, Port St. Lucie, FL 34984, USA
Phone (772) 301-1845
Ideal Financial Services
Location 6421 NW Verdi Ct, Port St. Lucie, FL 34986, USA
Phone (772) 340-3300
Edward Jones - Financial Advisor: Tim McManus
SEC File# 801-3297
CRD# 250
Location 201 SW Port St Lucie Blvd Ste 204, Port St. Lucie, FL 34984, USA
Phone (772) 873-6887
Raymond James Financial Services
Location 600 Citrus Ave #200, Fort Pierce, FL 34950, USA
Phone (772) 461-7171
Edward Jones - Financial Advisor: Michael Sorvillo
Location 1315 St Lucie W Blvd, Port St. Lucie, FL 34986, USA
Phone (772) 344-8107
Primerica Financial Services
Location 576 SE Port St Lucie Blvd, Port St. Lucie, FL 34984, USA
Carr, Riggs & Ingram CPAs and Advisors

5 out of 5

Location 540 NW University Blvd STE 101, Port St. Lucie, FL 34986, USA
Phone (772) 879-1151
CAPITAL CHOICE
Location 1205 W Midway Rd, Fort Pierce, FL 34982, USA
Phone (772) 467-9990
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About St. Lucie County, FL

Lucie County is located on Florida's east coast, and is known for its beautiful beaches and waterways. The county is also home to several major employers, including the St. Lucie County School District and the Martin County Sheriff's Office. Major highways and streets in the area include Interstate 95 and U.S. Highway 1, while popular neighborhoods include Jensen Beach and Tradition.

Related Services

Banks and Credit Unions

Banks can provide a variety of services to St. Lucie County, FL residents that can help improve their quality of life. Some of these services include providing access to capital for small businesses, issuing mortgages, and helping people save for retirement or college. In addition, banks can also work with the government to promote economic development in the county and create jobs.

Insurance Broker

Residents of St. Lucie County, FL have a lot to gain by working with an insurance broker. Here are three reasons why: 1. Insurance brokers have access to a wide variety of policies from a variety of different providers, so they can find the best policy for you. 2. They can help you understand your policy and what it covers, so you know what you're paying for. 3. They can help you file claims and get the reimbursement you deserve after an accident or disaster.

Retirement Planning

Financial advisors in St. Lucie County, FL can help residents with all aspects of retirement planning. This includes helping people figure out how much money they will need to have saved up, what kind of investments to make, and how to access their retirement funds once they reach retirement age. Advisors can also help people plan for potential health care costs in retirement, and provide guidance on when it is the right time to start taking Social Security benefits.

Wealth Management

Residents of St. Lucie County, FL can benefit from wealth management in a number of ways. Wealth management services can help residents save money, make sound financial decisions, and grow their wealth over time. By working with a qualified wealth manager, residents can get the guidance they need to make smart choices about their finances and reach their financial goals.

Estate Planning Lawyer

Estate planning lawyers can help St. Lucie County, FL residents protect their estate and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help residents of St. Lucie County ensure that their assets are distributed in the way they want them to be. In addition, estate planning lawyers can also provide guidance on tax issues and how to best structure one's estate to minimize taxes.

Mortgage Loan Officer

Mortgage loan officers in St. Lucie County, FL can help residents by providing them with access to affordable home loans. In addition, these professionals can also assist homeowners in the event of a financial emergency by helping them to find solutions that will allow them to keep their homes. Finally, mortgage loan officers can provide valuable advice and guidance to residents who are looking to buy or sell a home.

Tax Services

Residents of St. Lucie County, FL can benefit greatly from the services of a tax accountant. A good tax accountant can help residents maximize their deductions and credits, ensuring they get the most out of their tax return. They can also help residents stay up to date on changes to the tax code, and advise them on how to best structure their finances in order to minimize their taxes.