View Profile

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.”

i

View Profile

IWM Group

(1)

“Great staff with a great knowledge of the industry!”

i

View Profile

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.”

i

View Profile

AXA Advisors

i

View Profile

A. Geoffrey Wade Financial Services

i

View Profile

Bridge Financial - Accounting & Financial Planning

(48)

Confident
Interest
Company

“Adam reviewed my past taxes and noted I missed a lot of deductions so said, "I will charge you to do 3 amended returns for the past 3 years and if I can't get you back 10 times the fee, it's free".”

i

The 24 firms listed for Port St. Lucie, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Port St. Lucie, FL

Of the 24 firms we list here, 5 are in Port St. Lucie itself and 19 come from Stuart (13, 11 mi), Fort Pierce (5, 10 mi) and North Palm Beach (1, 13 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 409 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), tax planning (3), business services (2), corporate retirement plans (2) and estate planning (2). 1 shows a license on its website; 2 list staff certifications (CFP and CPA) and 1 has a BBB rating of A or A+. 19 have ten or more years of experience, the longest 29 years. 2 offer payment plans and 3 offer a free initial consultation. We have a website on file for 22 of the firms on this page; 22 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Port St. Lucie take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

View Profile

Davies Wealth Management

(14)

Needs
Knowledge
Understanding

“Tom is very personal and great at adapting to our individual needs and ensuring we are moving in the direction we are looking for and know we are in a trusted firm.”