Keywords: establishment,finance,insurance_agency,point_of_interest

JAG Financial Services - Melbourne (FL)

Address: 🏡 2800 Aurora Rd suite i, Melbourne, FL 32935
Phone : +1 (321) 777-8482

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJG9U-hJMa3ogR9raHmycStWs

Others Near Melbourne,FL

  • Top 15 Financial Advisors in Melbourne, FL

    09-2025 JAG Financial Services in Top 15 Financial Advisors in Melbourne, FL
    • Kenneth Whittaker - Raymond James - Melbourne
    BlackSands Wealth Group - Melbourne
    sherry anderson: It is easy to find my current balance. Leasha Flammio- Watson is an exceptional manager of my 401 K .
    Edward Jones Altair S Watson AAMS®, CRPC™ - Melbourne
    Edward Jones Altair S Watson AAMS®, CRPC™
    Debbie Cool: All are very friendly, knowledgeable, and genuinely concerned for your well being, financially, and personally. My trust level with this advising team is the most comfortable I have felt with anyone in the past. You wont be sorry if you choose them.
    McPherson Financial Group - Melbourne
    JP: I have been a friend of Art for many years. Long time radio listener on the “art of money”. He is a wealth of resources and anyone looking about retirement or close to retirement. Don’t hesitate to talk to Art. Art even bought my Fat Boy Harley from me.
    Morgan Stanley Financial Advisors - Melbourne
    P J.: My parents have invested with Dave Gamblin for over 25 years and now I am as well. Im very happy with the investment Ive made with Dave. Hes quick to help and answer all my questions patiently, because its very confusing sometimes. So thanks to Dave and the friendly team at Morgan Stanley. Sincerely- Amanda Spector
    Wilmarth Private Wealth Management of Raymond James - Melbourne
    Steven Heuser: For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.
    McCloskey & Associates Wealth Management - Melbourne
    Dan Vital: Great experience. Totally professional and exceeded expectations.
    Eppes Wealth Management LLC - Satellite Beach
    Trevor Wilson: Mr. Eppes is absolutely fantastic to work with! He always takes the time to make sure he is understanding what your goals are and will explain how you can get there through different avenues. His website is one of the best for consolidating all of your information in one place, and it has tools for you to hypothetically plan out different scenarios. 11/10 would recommend!
    Crane Private Wealth Group - Melbourne
    Mastro Financial Services - Melbourne
    Bob Mastrosimone: Excellent Advice.ade me a lot of money