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Lum Wealth Management Group of Raymond James - Stuart (FL)

Address: 🏡 309 SE Osceola St Ste 300, Stuart, FL 34994
Phone : +1 (772) 221-3374
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJNSDO32Xd3ogRJSmzBDyYb9g

Others Near Stuart,FL

  • Top 15 Financial Advisors in Stuart, FL

    09-2025 Lum Wealth Management Group of Raymond James in Top 15 Financial Advisors in Stuart, FL
  • Merrill Lynch Wealth Management - Stuart
    Jorge Frank: I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, thats crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened to my advisor thank god. They tell you they dont know the market, because they dont, no one does and if they say they do stay away from them, they are a fraud. They can only base their decisions on history. I have been with Merrill Lynch for almost a year, and have had no issues yet. I have my bank account with Bank of America who owns Merrill Lynch and I like the way they migrate together.
    OneMain Financial - Stuart
    Tanielle F: One Main is great! Excellent customer service. My most recent experience was with Shelly, and Ive worked with Maryann in the past. This office does their best to help you succeed. Thank you again!
    Brendt E Becker - Private Wealth Advisor, Ameriprise Financial Services, LLC - Stuart
    Gary Blackmon: Brendt Becker is a great Financial Advisor. We had a bad experience with an advisor that didnt listen to what our concerns. We were blessed to have someone recommend Brendt. He listened to our financial goals and helped set us on the path to achieve them. He cares about his clients and finds out about them personally so you are not just a number. We wished we had found him even sooner but very happy we made the change.
    Runway Financial Solutions - Stuart
    Runway Financial Solutions
    Teresa Emmons: Jared Stately was fantastic to work with. He took all the time I needed to answer questions and to find the best plan for me. Jared genuinely cared about assisting me. He was very professional and knowledgeable. I look forward to continue working with Jared in the future. I definitely recommend Runway Financial Solutions to help anyone find their best Medicare options.
    HBKS Wealth Advisors - Stuart
    Trisha Pritts: What an amazing team of advisors! I highly recommend Knight he is extremely knowledgeable!
    Treasure Coast Wealth - Stuart
    Strategic Retirement Group - Stuart
    Kevin Docherty: Brian A. was able to develop a financial plan, that allowed me to meet all of my goals within 4 years. SRG is 5 Star all the way!
    Treasure Coast Financial - Stuart
    Wells Fargo Advisors - Stuart
    Larry Rich: I have over 100k invested here and requested a rollover almost two months ago. I am only getting run around at this point. Beware if you invest here.
    iTHINK Financial - Stuart
    Kelly Lyons: I have been with i think financial from day 1 When it was initially called oculina! Manny has helped me along the way from fort pierce to stuart. The whole staff at the stuart location are friendly and helpful. Its a great credit union to join .
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