Investment Planning Group - Stuart (FL)

5 /5 JC Consulting: Steve and his team are phenomenal. I feel very secure knowing that they are ones making decisions about my money. Very personable as well.

5 /5 Lisa Teetor: I feel very confident in St eves direction and care with my retirement funds. He spent time at the beginning learning about my financial goals and meets with me regularly to be sure I am on track. There are plenty of financial consultants to choose from but I feel very secure where I am.

5 /5 William Slovak: I cannot express enough how grateful I am for the investments Steve has done managing my account. His expertise & attention to detail has provided me with reassurance especially during these unpredictable times. He is a great financial advisor & listener. Steve has helped me keep things into perspective with the utmost integrity preparing me for great things in the future.

5 /5 Baby B Mario: A very professional, dedicated, and knowledgeable business. Steve and his associates are always focused on their clients best interest. Ive had nothing but a positive experience, and a feeling of confidence with Steve and his company.