3 Best Financial Services in Port St Lucie, FL

“Steve Kulikowski earned both a Bachelor of Business Administration and a Master of Business Administration from Cleveland State University. As an Edward Jones financial advisor, he is dedicated to understanding what is truly important to you and your family while building a personal connection. The team at Edward Jones will ensure they understand where you currently are personally and financially, your family's priorities and goals, and your approach to achieving them. Steve Kulikowski and his team will discuss your comfort level with risk and the related expectations so they can incorporate this into your personalized strategy. Whether you are planning for retirement, saving for education for children or grandchildren, or simply trying to protect the financial future of your loved ones, Steve Kulikowski and his team can partner together to develop specific strategies to help you achieve your goals. They'll put together a comprehensive look at what your family wants in life and factor in the things that concern you. Edward Jones also has thousands of home office associates and advanced technology that support their office, so you receive the most current and thorough guidance.”

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“The Terrio Group, founded by Michael Terrio, who also serves as the group's President. The team's mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As investment advisors, they have a fiduciary duty to act in the best interests of their clients at all times. They design and implement strategies that allow people to regain control of their personal and financial lives. Through forward-thinking, deep discovery, educational expansion, and strategic planning, they help clients become proactive investors rather than reactive consumers. The firm believes that regular communication and interaction with their clients is key to understanding their financial planning requirements and helping them realize their dreams and aspirations.”

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“Integrated Wealth Management Group, founded by Dana Binsbachar, who also serves as the firm's Financial Planner. He holds an Accredited Asset Management Specialist (AAMS), Accredited Investment Fiduciary® (AIF), Certified Estate Planner (CEP®), and Chartered Retirement Planning Counselor. The firm's mission is to provide independent guidance for those preparing for life's most important milestones. Their advisors have experience working with various individuals, including retirees in the Florida Retirement System. Integrated Wealth Management Group is committed to you, their client, and is driven by your successes. They want to do more than other wealth management firms. They aim to be a trusted guide for people, families, and businesses, offering honest advice and an investment approach that aligns with their values. They will be your independent financial guide and prepare you for retirement and other goals. They're valuable because they care for every part of your plan, offering complete wealth management services. Contact their office today to learn how client-centric financial planning can serve your unique financial needs.”

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