Best Financial Advisors in Fort Pierce, FL

The highest-rated Financial Planning & Wealth Management companies out of 126 vetted & reviewed in the Fort Pierce area.

Lynch Johnson & Long

Lynch Johnson & Long

“We are a full-service Accounting firm licensed in FL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
603 Indian River Dr STE 300, Fort Pierce, FL 34950
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Berger, Toombs, Elam, Gaines, Frank, McGuire & Gonano Cpas PL

Berger, Toombs, Elam, Gaines, Frank, McGuire & Gonano Cpas PL

(3)
Estate & Trust Tax, Tax Services, Business Tax
“He was able to get all my business taxes in order from a previous CPA business messing them up.”
In Business Since 2023
600 Citrus Ave #200, Fort Pierce, FL 34950
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TMI & Associates

TMI & Associates

(1)
Financial Planning, Payroll Services, Financial Statements
“Honestly Great”
In Business Since 2005
200 S Indian River Dr Suite #308, Fort Pierce, FL
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Level Four Wealth Management

Level Four Wealth Management

Risk Management, Financial Planning, Resources & Tools
“It's your future. It should be focused on you and your agenda. That's why we don't work on commission or focus on asset gathering, so you can be confident that your goals are our only priorities – not selling products. Our fee only engagements are mu...”
In Business Since 2005
2112 S US Hwy 1 #201, Fort Pierce, FL
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Clarizio CPA

Clarizio CPA

Services For Quickbooks, Services For Individuals, Tax Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Free Initial Consultation
In Business Since 1953
Offers Financing Options
Transparent Fees & Pricing
120 Orange Ave, Fort Pierce, FL 34950
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Dibartolomeo, McBee, Hartley & Barnes

Dibartolomeo, McBee, Hartley & Barnes

(3)
“Highly recommend, great knowledgeable people providing quality services!!”
In Business Since 2010
2222 Colonial Rd # 201, Fort Pierce, FL 34950
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CBH Advisory Group

CBH Advisory Group

Quickbooks Services, Services For Individuals, Tax Services
“Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. CBH Business Solutions”
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
212 S 7th St, Fort Pierce, FL 34950
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Rfmd Investments

Rfmd Investments

Security Services, Fund Transfer Services, Account Management Services
“Account management services form the cornerstone of the application, empowering users to open and manage various types of accounts, including savings, current, and fixed deposit accounts. Users can effortlessly check their account balances in real-ti...”
In Business Since 2021
Offers Financing Options
116 N 2nd St #203, Fort Pierce, FL 34950
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HBB Accounting

HBB Accounting

(44)
Industries, Small Business Accounting, Tax Services
“I was forced to stop using my old accounting office because their monthly and tax filing fees were getting out of hand and as a small business I have to watch my budget.”
In Business Since 2020
Free Initial Consultation
Transparent Fees & Pricing
Serving Fort Pierce Area
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IRS Tax X Relief & Accounting

IRS Tax X Relief & Accounting

(30)
Tax Problems & Relief, Specialized Industries, Tax Filing Services
“Not only am I looking forward to working with her for next year's taxes, but I am also looking forward to her guidance as I start a new company with her experienced advice to make sure that I do everything correctly.”
In Business Since 2019
Remote Consultations Available
Licensed, BBB Accredited
1860 SW Fountainview Blvd #100, Port St. Lucie, FL
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Insight Tax Group

Insight Tax Group

(28)
  • Price
  • Employees
  • Tax Lien
“I don't really post reviews, but reading reviews led me to select Insight Tax Group and I wanted to share my experience in hopes of helping others make a smart decision.”
In Business Since 2015
Licensed, BBB Rating: A+
601 21st St Ste. 30 0, Vero Beach, FL
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Kulas & Crawford

Kulas & Crawford

(5)
Financial Planning Assistance, Special Needs Planning, Veterans Benefits
“Presented thoroughly”
In Business Since 1998
2100 SE Hillmoor Dr STE 105, Port St. Lucie, FL
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Main Street Funding Group

Main Street Funding Group

(5)
  • Business Loan
  • Knowledge
“True to his word, Kenny seamlessly facilitated the connection with an outstanding financial institution, which not only offered favorable terms but also provided a substantial amount of working capital crucial for kickstarting my entrepreneurial jour...”
In Business Since 2015
Free Initial Consultation
356 NW Alice Ave, Stuart, FL
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Core Tax and Notary Services

Core Tax and Notary Services

(4)
Structure Model, Business Process Models, Flexibility
“Great guy to do my taxes.”
In Business Since 2023
1856 SE Port St Lucie Blvd Suite 3, Port St. Lucie, FL
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Novak & Barhorst Cpa's Chartered

Novak & Barhorst Cpa's Chartered

(3)
Estate, Trust AND Gift Planning, Business Taxes, Accounting Bookkeeping & Payroll
“The Vero Beach Karate Association has been using the services of Novak & Barhorst for over 30 years.”
In Business Since 2020
Serving Fort Pierce Area
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Conway Financial Planning

Conway Financial Planning

(1)
Investment Services, Safe Money Option
“Mike Conway was very helpful with getting us life insurance as well as an IRA plan for our company.”
In Business Since 2016
Serving Fort Pierce Area
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WH Financial Services

WH Financial Services

(1)
“I am a client of Bill Hazlett, WH Financial.”
In Business Since 2012
Serving Fort Pierce Area
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Motiv8 Advisors

Motiv8 Advisors

(1)
“They excel in advancing advisory practices and strategically managing client assets on an exclusive platform.”
In Business Since 2015
Licensed
542 NW University Blvd, Port St. Lucie, FL
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Zenith Tax & Accounting

Zenith Tax & Accounting

(1)
“I highly recommend Zenith Tax & Accounting for any tax related demand, or accounting issue.”
In Business Since 2023
8737 S U.S. Hwy 1, Port St. Lucie, FL
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Yvette Morris Accounting & Tax Services Inc.

Yvette Morris Accounting & Tax Services Inc.

(12)
  • Tax Preparer
“I would recommend her all the time Yvette has been doing my taxes for nearly four years now and I'm always happy with my returns, hence why I'm back this year.”
105, 439 SE Port St Lucie Blvd, Port St. Lucie, FL
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IWM Group

IWM Group

(1)
Financial Planning Discovery, Ancillary Planning, Risk Management
“Great staff with a great knowledge of the industry!”
In Business Since 2014
Accepts All Major Credit Cards
540 NW University Blvd STE 101, Port St. Lucie, FL
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Southern Magnolia Investment Management

Southern Magnolia Investment Management

(8)
“Sam walked me through step by step to get my investments in shape and has been instrumental in helping my family develop a budget to help us spend responsibly and keep track of our money so that we can reach our goals.”
1426 SE Merion Ct, Port St. Lucie, FL
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Massey Romans Capital

Massey Romans Capital

Asset Management, Insurance Services, Financial Planning
“We have taken time-honored values such as trust, loyalty and integrity instilled by our family values and applied them to our life's work as financial counselors, devoting our more than 75 years of collective experience to the multi-generational need...”
In Business Since 2022
601 21st St #300, Vero Beach, FL
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Life Resource Planners of the Treasure Coast

Life Resource Planners of the Treasure Coast

(2)
“Terri Heckman is the best.”
Serving Fort Pierce Area
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Retirement Planning and Investment Management Services in Fort Pierce, FL Cost Estimates

Minimum cost
$1002
Maximum cost
$8513
National Average
$3005
Avg Per Hour Rates
$301
$2004
$5509
Fair price range is based on 461 cost profiles
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Average Cost $3005
Minimum cost $1002
Maximum cost $8513
Avg Per Hour Rates $301

Fair range $2004 to $5509 is based on 461 cost profiles.

Why these companies made our list

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