Top 15 Financial Advisors in Stuart, FL

Gail Griffin Surefire Financial provided us with knowledge and information required to determine an affordable Medicare supplement plan that would bring us peace of mind relative to future healthcare costs and expenses. Lacey and Trenton were easy to work with (no hard sell) and highly professional. They began the meeting with an overview of the company and their mission statement. We were very impressed with both of them. They met our expectations, processed our applications quickly and we were approved within a few days. Cannot emphasize the importance of understanding the variety of Medicare plans to customize a plan to fit your needs and circumstances. Thank you Surefire Financial.

Joseph I started investing with Byron Wiswell over 35 years ago then his son John took over. They have always been wonderful helping me with my financial needs.

Brian Quigley David & Mike at Raymond James and their team have been nothing short of amazing. They’ve made all the right moves with my account and I couldn’t be more pleased with their efforts. I look forward to continued success with them into the future!

reese darlington I have been using Stephen for years! He always listens to my goals and helps me work and invest in my future. Extremely thankful to have him on my side.

trevor0188 At the top of their game. Great execution and great people.

Cheryl Barnwell I am a client of Bill Hazlett, WH Financial. He is very helpful and professional. I have total confidence in him.

Richard Cocchia I work in an office close to theres. I called in desperation of a Notary and they were there to help. Very Friendly, and a pleasant experience. Ill be sure to refer people in need of a Financial Advisor. Thank you Lynn!

Becky DaSIlva Mr. Avonda and his staff, with Louise Nash continue to provide the best financial care with professional knowledge and excellent client service.

Matt Fellows I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed.

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.

donna morgan Alex has done our taxes and advising for years. So knowledgeable and trust worthy. Highly recommend Bridge Financial!

William Mitchell Craig and his team have done an excellent job with my portfolio for the last three years they are always accessible and willing to talk as long as needed. I would highly recommend this team to anybody thank you personalized service to their clients and their clients come first Good job

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.

Susan Hannebrink Mindie offers various investment plans to secure a stable cash flow to meet our family needs in the coming years when we no longer have employment income. She is well connected with large institutions and can make the most of what they have to offer. She has a caring conservative attitude which makes you feel comfortable in her ability to take care of your financial future.

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 .