Fort Pierce, FL

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Fort Pierce, FL
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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.

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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 1996
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
BTEGFMG Certified
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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TMI & Associates

TMI & Associates

(1)
Tax Planning, Payroll Services, Financial Statements
“I was recommended to Tony and his wife buy one of their associates Nicole Coble a little over a year ago because I was looking for a little bit more in an accountant to help direct me in my business and it's been more than just a business relationshi...”
In Business Since 2005
1600 US-1 Suite 200, Fort Pierce, FL 34950
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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 1952
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 1996
Offers Financing Options
Transparent Fees & Pricing
212 S 7th St, Fort Pierce, FL 34950
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Rfmd Investments

Rfmd Investments

Private Credit, Private Equity
“RFMD is hands down the best real estate team I have had the pleasure of working with. They are vertically integrated from wholesaling properties & project management of rehab to property management and sales. From top to bottom they have been extreme...”
In Business Since 2021
116 N 2nd St #203, Fort Pierce, FL 34950
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HBB Accounting

HBB Accounting

(47)
Industries, Small Business Accounting, Tax Services
“Didn't realize what I was missing, nursing is such a distinct specialty but they are well versed in the nuances of nursing pay as well as the business aspect for us nurse entrepreneurs.”
In Business Since 2020
Free Initial Consultation
Transparent Fees & Pricing
Serving Fort Pierce Area
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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 #105, Port St. Lucie, FL
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Main Street Funding Group

Main Street Funding Group

(3)
“I had the pleasure of working with Kenny Proske at Main Street Funding Group to obtain a small business loan to start up a women's clothing boutique.”
In Business Since 2015
Free Initial Consultation
356 NW Alice Ave, Stuart, FL
FAQs
Will Main Street Funding Group charge me for getting pre-qualified?
There is no charge to see if you pre-qualify for funding. We are in the business of making loans. We are not in the business of making a living on baseless fees. Toggle Content
How come your website doesn't have a ``how it works`` button?
Because we are not a one trick pony or a marketing company that sells your name to people like us. We take great strides in working with the customer on an individual basis to make sure they receive the product that fits them the best. Sometimes that takes more than just a few clicks of the mouse.
Is it true that interest rates and fees are higher when borrowing money for a business?
In a general sense, that is true. When lending money for business purposes, there is usually more risk to the lender, therefore the rates and fees are higher to compensate for that risk. That being said, we discuss all fees involved with each loan prior to moving forward so there are no surprises.
If I apply for a loan with your company, will the loan specialist stay in communication with me?
At Main Street Funding Group, we pride ourselves on keeping the customer in the loop at all times. Go to our Mission Statement page to see more about our core values.
How long does it take to get financing?
That all depends on what type of loan product you require. Some loans are funded within days and others take considerably longer. That being said, we always strive to make the process as short as possible.
Get the answers to more questions on the FAQ page on our website.
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Novak & Barhorst Cpa's Chartered

Novak & Barhorst Cpa's Chartered

(2)
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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The Terrio Group

The Terrio Group

(2)
Tax Planning, Annuities & Life Insurance, Estate Conversion
“Mike Terrio took the time to educate me on a path to secure a solid future for my family and implement new strategies for my retirement plan.”
In Business Since 2013
542 NW University Blvd # 102, Port St. Lucie, FL
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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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Finance Reformed

Finance Reformed

“This is an in depth conversation to go over your entire credit profile. If you continue service with us, your consultation fee will be added to your total cost.”
In Business Since 2020
Serving Fort Pierce Area
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Yvette Morris Accounting & Tax Services Inc.

Yvette Morris Accounting & Tax Services Inc.

(12)
“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 2011
Accepts All Major Credit Cards
540 NW University Blvd STE 101, Port St. Lucie, FL
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Pathway To Retire

Pathway To Retire

Medical Expenses/ Long-Term Care Expenses, Market Risk, Longevity Risk
“If you think Pathway To Retire is a good fit for you, contact us today. We can start with a no obligation consultation to review your current plan, and come up with ideas together that will work for your lifestyle and what you are looking. for in a f...”
In Business Since 2020
Transparent Fees & Pricing
Serving Fort Pierce Area
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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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USA Retirement Workshop 2020

USA Retirement Workshop 2020

FRS Deferred Retirement, Retirement Traps to Avoid, "your Core Retirement Decision" Ehandbook
“Ask yourself the following questions: Have you saved part or all of your retirement funds in a tax-deferred account, like a 401(k), 403(b) 503(b), or IRA? Are you concerned the stock market may be volatile in the years ahead? Do you believe taxes wil...”
In Business Since 2019
451 NW Prima Vista Blvd, Port St. Lucie, FL
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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.

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