List of Firms
St. Lucie County, FL Fiduciary Financial Advisors
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Ikon Financial Inc
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Financial Services Independent
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Mark Valinote - Thrivent
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
AXA Advisors
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Southern Magnolia Investment Management
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Gloria E Viano Financial Services
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Edward Jones - Financial Advisor: Brandon Santillo, AAMS™
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Ted Sarantos - TD Wealth Financial Advisor
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Edward Jones - Financial Advisor: Steve Connell, CRPC®
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Ted Sarantos - TD Wealth Financial Advisor
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
FNB Brokerage Services Inc
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Edward Jones - Financial Advisor: Bob Metz Jr
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Carr, Riggs & Ingram CPAs and Advisors
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
CAPITAL CHOICE
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
IWM Group
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Donner's Financial Services, Inc.
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Lighthouse Financial Concepts
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Specialized Financial Services
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Edward Jones - Financial Advisor: Steve Kulikowski
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Ideal Financial Services
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Edward Jones - Financial Advisor: Tim McManus
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Primerica Financial Services
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
The Terrio Group
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Kps Wealth Management, Llc
![generic_business-71](https://maps.gstatic.com/mapfiles/place_api/icons/v1/png_71/generic_business-71.png)
Edward Jones - Financial Advisor: Michael Sorvillo
![Financial Advisors in St. Lucie County, FL Financial Advisors in St. Lucie County, FL](https://www.financestrategists.com/firms/assets/financial-advisor/St._Lucie_County_FL.png)
Where Certified Financial Advisors in St. Lucie County, FL Serve
St. Lucie County, located on the east coast of Florida, is a vibrant and diverse community with a rich history and an array of landmarks that showcase its unique character. From the iconic Fort Pierce Inlet to the stunningly beautiful Savannas Preserve State Park, St. Lucie County is home to some of the most breathtaking natural wonders in the state. In addition to its natural beauty, St. Lucie County is also a hub for business and industry, with top employers like the St. Lucie County School District, Lawnwood Regional Medical Center, and Tropicana Products Inc. contributing to the county's thriving economy. Major highways and streets in St. Lucie County include Interstate 95, US Route 1, and State Road A1A, providing convenient access to neighboring communities and attractions. St. Lucie County is also home to a variety of distinct neighborhoods, each with its own unique charm and character.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in St. Lucie County, FL
A financial advisor in St. Lucie County, FL can offer a wide range of financial advising services to clients. These services can include retirement planning, investment management, tax planning, and estate planning. Additionally, a financial advisor in St. Lucie County, FL can provide specialized advice on the unique financial challenges facing residents of the area. For example, St. Lucie County, FL has a high proportion of retirees, which means that financial advisors in the area may focus on retirement planning and income management strategies. Furthermore, the county has a growing population of entrepreneurs and small business owners, which may require financial advisors to provide guidance on business planning, cash flow management, and risk management. Overall, a financial advisor in St. Lucie County, FL can provide tailored and comprehensive financial advice to help clients achieve their financial goals and navigate the challenges of the local economy.
St. Lucie County, FL is undoubtedly the best place to get financial advising. With its diverse economy and thriving business community, the county offers a wealth of opportunities for individuals seeking sound financial advice. The area's unique mix of urban and rural environments also provides a diverse range of financial needs that can be met by experienced advisors. Moreover, St. Lucie County is home to several reputable financial institutions and advisory firms that have a deep understanding of the local market and can provide tailored advice to meet clients' specific needs. The county's strategic location also makes it an ideal place for investors looking to diversify their portfolios. With its bustling seaport and proximity to major cities like Miami and Orlando, St. Lucie County is an excellent place to invest in real estate, stocks, and other financial instruments. Overall, St. Lucie County's unique blend of economic diversity, business community, and strategic location make it the perfect place to get financial advising.
A financial planner in St. Lucie County, FL is responsible for providing comprehensive financial advice and guidance to individuals and businesses in the area. They analyze financial data, assess risk tolerance, and develop customized investment strategies that align with their clients' goals and objectives. One specific aspect of St. Lucie County that financial planners must consider is the impact of hurricanes and other natural disasters on the local economy. With its proximity to the Atlantic Ocean, St. Lucie County is at risk of experiencing severe weather events that can have a significant impact on the financial well-being of its residents. Therefore, financial planners in St. Lucie County must take a proactive approach to risk management and incorporate measures to protect their clients' investments against potential losses resulting from natural disasters. This requires a deep understanding of the local economy and the ability to develop innovative strategies that can mitigate the impact of unforeseen events. In short, a financial planner in St.
St. Lucie County, FL residents should consider reaching out to a financial advisor when they are faced with complex financial decisions that require expert guidance. Given the unique economic landscape of St. Lucie County, which is home to a diverse mix of industries ranging from agriculture to healthcare and tourism, residents may encounter a range of financial challenges that demand specialized knowledge. For instance, those working in the agriculture sector may need guidance on how to navigate fluctuating commodity prices, while those in the healthcare industry may require advice on how to plan for retirement in an industry that is rapidly evolving. A financial advisor can help residents navigate these challenges and create a personalized financial plan that takes into account their unique circumstances and goals. Additionally, St. Lucie County residents may benefit from seeking out a financial advisor during times of major life changes, such as marriage, divorce, or the birth of a child, as these events can have significant financial implications that require careful planning and preparation.
When it comes to finding a financial advisor in St. Lucie County, FL, it's important to look for someone who possesses a variety of important qualities. Firstly, the advisor should have a deep understanding of the local economic landscape and be able to provide insights that are specific to the area. St. Lucie County, FL is known for its booming tourism industry, which has a significant impact on the local economy. Therefore, a financial advisor who is well-versed in this industry and its trends would be an asset to any client looking to invest in the area. Additionally, the advisor should have excellent communication skills and be able to explain complex financial concepts in a way that is easy for clients to understand. They should also be able to tailor their advice to each individual client's unique needs and goals. Finally, a great financial advisor in St. Lucie County, FL should have a strong track record of success and be able to provide references from satisfied clients.
St. Lucie County, FL is home to several top financial advising firms that offer a range of services to individuals and businesses alike. These firms are known for their expertise in investment management, retirement planning, and wealth preservation. With the county's diverse economy and growing population, these firms are well-positioned to help clients navigate the complexities of the financial world. From boutique firms to large multinational companies, St. Lucie County has a variety of options for those seeking professional financial advice. With the county's proximity to major financial centers and its strong business community, these firms are able to provide clients with a unique perspective on the local economy and investment opportunities. Whether you are looking to grow your wealth or protect your assets, the financial advising firms of St. Lucie County are here to help.
Financial advisors in St. Lucie County, FL are compensated in a variety of ways that are common across the financial industry. These methods include commissions, fees, and a combination of both. Commission-based advisors receive a percentage of the investments they sell to clients. Fee-based advisors charge a flat fee for their services, which can include financial planning, investment management, and other related services. In St. Lucie County, FL, financial advisors also have the option to work on a fee-only basis, which means they do not receive any commissions and are only compensated for their advice and services. This compensation model is becoming increasingly popular in St. Lucie County, FL, as it aligns the advisor's interests with those of the client and helps to avoid conflicts of interest. Additionally, financial advisors in St. Lucie County, FL may also receive bonuses or incentives for meeting certain performance targets or bringing in new clients. Overall, the compensation methods for financial advisors in St.