Keywords: establishment,finance,point_of_interest

Eppes Wealth Management LLC - Satellite Beach (FL)

Address: 🏡 1110 Jimmy Buffett Mem Hwy Suite 207, Satellite Beach, FL 32937
Phone : +1 (321) 209-1391

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ7_LuE9gNKGoRiuZzHuLdcZE

Others Near Satellite Beach,FL

Rossi & Associates - Melbourne
Betty Bost: We became clients of Rossi Associates when Steve Sr was there and continued when Steve Jr took over. Wouldnt consider having anyone else handle our finances. Hes never steered us wrong and we trust him explicitly. His staff is great.
Honor Financial Group - Melbourne
Cliff Cannon: Ive used Honor Financial since the early 2000s. Mike and team have been consistently helpful, honest and communicative regarding my investments. They have a personal touch and a watchful attitude on the market. I feel like a real customer, not a number on a list. Im just getting to know Matt, but I see that he has the same work ethic as the rest of the team.
Marvel Wealth Management - Melbourne
Peoples Financial Planning of Raymond James - Melbourne
Seth Riddle - Space Coast Wealth Advisors - Melbourne
Chris Brooks: Seth has been my financial advisor for over 20 years and has done a great job for my wife and I
BLUE WAVE WEALTH MANAGEMENT - Melbourne
Nancy Lightbody: Ive been with Blue Wave Wealth Management for a long while, and I can confidently say that choosing them for my financial planning was one of the best decisions I’ve ever made. Thanks to their expert guidance, I’m now enjoying a comfortable and stress-free retirement. Joe Salahshour has been my trusted advisor . His experience, attention to detail, and genuine care for his clients truly set him apart. He doesn’t just manage money—he builds lasting relationships. Joe has always treated me like family, and he’s done incredibly well by both me and my loved ones. I have full confidence in his advice and his approach to wealth management. If youre looking for someone who will always put your best interests first, I highly recommend Blue Wave Wealth Management and Joe Salahshour.
Prostatis Financial Advisors Group - Melbourne
Cory Royer: I recently had my taxes prepared by Prostatis Financial, and I’m extremely pleased with the service. They made a usually stressful process smooth and transparent by clearly explaining every detail. Their attention to detail and accuracy not only ensured that my return was correct but also uncovered opportunities to optimize my tax situation. The whole process was efficient and professional, and their friendly, approachable manner made it a positive experience. I highly recommend their services for anyone looking for reliable and thorough tax preparation. Mike, Ryan and their team are truly 1st class.
Thompson Wealth Management of Raymond James - Melbourne
Edelman Financial Engines - Melbourne
jim persinger: I was losing money like a boat with a thousand holes 20 grand or more a month sometimes more . I left quickly but not before I’d lost quite a bit of my retirement . Since I left and went someplace else I’ve not lost money ,I’ve made money . I think they park your acct in a cookie cutter portfolio and forget about it . That can be hazardous to your wealth !
Krehbiel Financial - John Krehbiel, CFP(R) - Satellite Beach
Diana Husband: I was looking for a fiduciary to do a spot check on my finances and John was the absolute perfect person for the job. He was incredibly prepared, knowledgeable, and provided me very actionable advice and his perspective on where my finances stood, and items I could improve. He provided me the foundation I needed to understand some of the financial principles and helped me understand how to use the tools available to my advantage. His time and skillset was well worth the money and I would absolutely recommend him to anyone and plan to use him again in the future.