Keywords: establishment,finance,point_of_interest

Peoples Financial Planning of Raymond James - Melbourne (FL)

Address: 🏡 709 S Harbor City Blvd Suite 510, Melbourne, FL 32901
Phone : +1 (321) 253-7999
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJoXwOUgwR3ogRTejT578tNM0

Others Near Melbourne,FL

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.
Stifel - Melbourne
IMS Partners Inc - Melbourne
Bob Mastrosimone: .The icontent to the nvitation I revceived for their seminar is not at all honest and is misleading. The 7% gauarenteed compound annual gowth that they say they are currently offering misleads people to believe that is what they will be earning., The is nothing more than a variable annuity rider. A variable annuity is an expensive contract in which one pays additional fees for the riders ad benifits. The 7% interest they are referring to is nothing more than a distibution strategy which will distribute 7% of your principle of actual account value upon distribution. This will not increase the value of your account and you account values will not earn 7% guaranteed interest. These people need not be in this business if this is how they have to mislead people to attend their seminar.
Infinite Wealth Builder - Melbourne
Abelardo Ramiro: Your company has an excellent and helpful team.
Leonard Financial Group - Melbourne
Raymond James Financial Services - Melbourne
Bob Pittman: So glad I found Bob. He took a lot of time to understand me and my needs. My family is.
Sage Financial Management LLC - Melbourne
William Hennessey: Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds. Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets. Most importantly he can be trusted with your money.