Best Financial Advisors in St. Lucie County, FL

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List of Firms

St. Lucie County, FL Fiduciary Financial Advisors

SEC File# 801-69815
CRD# 149018
Location 600 Citrus Ave #200, Fort Pierce, FL 34950, USA
Phone (772) 461-7171
Directions
Ikon Financial Inc
Location 1702 SW Lexington Dr, Port St. Lucie, FL 34953, USA
Phone (772) 871-6408
Directions
Financial Services Independent
Location 7636 S U.S. Hwy 1, Port St. Lucie, FL 34952, USA
Phone (772) 621-8149
Directions
Mark Valinote - Thrivent
5 out of 5
Location 1860 SW Fountainview Blvd Ste 100, Port St. Lucie, FL 34986, USA
Phone (772) 236-0063
Directions
AXA Advisors
Location 145 NW Central Park Plaza STE 107, Port St. Lucie, FL 34986, USA
Phone (772) 878-1181
Directions
Southern Magnolia Investment Management
5 out of 5
Location 1426 SE Merion Ct, Port St. Lucie, FL 34952, USA
Phone (772) 678-0150
Directions
Gloria E Viano Financial Services
Location 8917 First Tee Rd, Port St. Lucie, FL 34986, USA
Phone (772) 464-4343
Directions
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
Directions
Directions
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
Directions
Directions
FNB Brokerage Services Inc
Location 1100 St Lucie W Blvd #101, Port St. Lucie, FL 34986, USA
Phone (772) 871-6621
Directions
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
Directions
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
Directions
CAPITAL CHOICE
Location 1205 W Midway Rd, Fort Pierce, FL 34982, USA
Phone (772) 467-9990
Directions
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
Directions
Donner's Financial Services, Inc.
Location 240 NW Peacock Blvd Suite 301, Port St. Lucie, FL 34986, USA
Phone (772) 353-5414
Directions
Lighthouse Financial Concepts
Location 7410 S U.S. Hwy 1, Port St. Lucie, FL 34952, USA
Phone (772) 621-7888
Directions
Frank Navarro - TD Wealth Financial Advisor
Location 475 SE Port St Lucie Blvd, Port St. Lucie, FL 34984, USA
Phone (772) 302-4297
Directions
Specialized Financial Services
Location 5744 NW Jigsaw Ln, Port St. Lucie, FL 34986, USA
Phone (772) 418-5011
Directions
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
Directions
Ideal Financial Services
Location 6421 NW Verdi Ct, Port St. Lucie, FL 34986, USA
Phone (772) 340-3300
Directions
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
Directions
Primerica Financial Services
Location 576 SE Port St Lucie Blvd, Port St. Lucie, FL 34984, USA
Directions
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
Directions
Kps Wealth Management, Llc
SEC File# 801-111055
CRD# 158043
Location Port St. Lucie, FL 34952, USA
Directions
Edward Jones - Financial Advisor: Michael Sorvillo
Location 1315 St Lucie W Blvd, Port St. Lucie, FL 34986, USA
Phone (772) 344-8107
Directions
Financial Advisors in St. Lucie County, FL

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

Residents of St. Lucie County, FL can benefit greatly from the services of a financial advisor. With the county's economy heavily reliant on tourism and agriculture, it is important for residents to have a solid financial plan in place to navigate the ups and downs of these industries. A financial advisor can help residents create a budget, manage debt, and invest wisely to achieve their financial goals. Additionally, with the county's high population of retirees, a financial advisor can assist with retirement planning and ensuring a comfortable future. Whether it's saving for a down payment on a home or planning for retirement, a financial advisor can provide valuable guidance and support to residents of St. Lucie County, FL.

Insurance Broker

Residents of St. Lucie County, FL can benefit greatly from the services of an insurance broker. These professionals can help individuals and families find the best insurance policies for their specific needs, whether it be health, auto, home, or life insurance. One specific way that residents of St. Lucie County could benefit from an insurance broker is by finding policies that provide coverage for hurricane damage. As a coastal county, St. Lucie is at risk for hurricanes and tropical storms, making it crucial for residents to have adequate insurance coverage in case of damage to their homes or property. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage to protect their homes and assets in the event of a hurricane or other natural disaster.

Retirement Planning

Residents of St. Lucie County, FL can benefit greatly from the services of a retirement planner. With many retirees calling this area home, a retirement planner can help individuals navigate the complexities of retirement planning, including social security benefits, healthcare costs, and investment strategies. Additionally, St. Lucie County is known for its high cost of living, which can make it difficult for retirees to make ends meet. A retirement planner can help residents of this area create a personalized plan that maximizes their retirement income and helps them achieve their financial goals. Whether it's creating a budget, managing investments, or planning for long-term care, a retirement planner can provide invaluable assistance to those living in St. Lucie County.

Wealth Management

Residents of St. Lucie County, FL could benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager could help residents of St. Lucie County navigate the local real estate market. St. Lucie County has experienced significant growth in recent years, and as a result, the real estate market can be complex and challenging to navigate. A wealth manager could help residents identify opportunities for investment in the local real estate market, and help them make informed decisions about buying or selling property. Additionally, a wealth manager could help residents in St. Lucie County plan for retirement, manage their investments, and create a comprehensive financial plan that meets their unique needs and goals. Overall, a wealth manager can provide residents of St. Lucie County with the guidance and support they need to achieve financial security and success.

Mortgage Loan Officer

Residents of St. Lucie County, FL can benefit greatly from the expertise of a mortgage loan officer. They can assist with finding the best mortgage options available, including those that may be specific to the area. For example, St. Lucie County is known for its beautiful beaches and waterfront properties, so a loan officer may be able to help residents secure a loan for a beachfront home. Additionally, a loan officer can help residents navigate the complex process of obtaining a mortgage, including explaining the different types of loans available, the application process, and the necessary documentation. With the help of a mortgage loan officer, residents of St. Lucie County can achieve their dream of homeownership and secure a comfortable future for themselves and their families.

Tax Services

Residents of St. Lucie County, FL can greatly benefit from the services of a tax advisor. A tax advisor can help residents navigate the complex tax laws and regulations specific to St. Lucie County, FL, ensuring that they are in compliance and maximizing their tax savings. For example, St. Lucie County, FL offers a homestead exemption for property owners, which can significantly reduce their property taxes. A tax advisor can help residents understand the eligibility requirements and properly file for this exemption. Additionally, St. Lucie County, FL has a sales tax rate of 7%, which can be confusing for residents who are used to a lower rate in other parts of the state. A tax advisor can help residents understand how this rate applies to their purchases and how they can save money on sales tax. Overall, a tax advisor can provide invaluable guidance and support to residents of St. Lucie County, FL in navigating their tax obligations and maximizing their savings.

Estate Planning Lawyer

Residents of St. Lucie County, FL can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets after a person's death. This is especially important in St. Lucie County, where the population is rapidly growing and many residents own property or businesses. An estate planning lawyer can also assist with the creation of wills, trusts, and powers of attorney to ensure that a person's wishes are carried out in the event of incapacitation or death. Additionally, estate planning lawyers can help navigate the complex tax laws and regulations in St. Lucie County, which can have a significant impact on the value of an estate. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of St. Lucie County in protecting their assets and ensuring their legacy.

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FAQs About Personal Financial Advisors in St. Lucie County, FL