Steve Kulikowski is a financial advisor at Edward Jones. He holds a Bachelor of Business Administration and a Master of Business Administration from Cleveland State University. With the support of thousands of professionals and advanced technology, Edward Jones is committed to helping you achieve your long-term financial goals and incorporating them into a personalized strategy. Their financial advisors are dedicated to supporting you throughout your entire financial journey, ensuring that you have the necessary support to adapt as life changes. They can also assist you with your retirement savings strategy and offer various options for your retirement, regardless of your chosen path. Edward Jones financial advisors can help you determine the most appropriate financial strategy for you and your family. Contact Steve Kulikowski at Edward Jones today to begin your personalized financial journey.
3 Best Financial Services in Port St Lucie, FL
Expert recommended Top 3 Financial Services in Port St Lucie, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
STEVE KULIKOWSKI - EDWARD JONES REVIEWS
It was an absolute pleasure working with Steve Kulikowski. I am the first to admit when it comes to my future plans and best investment plan for my family, needless to say I have a ton of questions. With that being said, Steve answered all my questions and ran numerous scenarios so we could truly see what was the best fit for my family at this time. His willingness, understanding, and knowledge of the market and my goals combined were unmatched from previous FA’s I have worked with. As we know it is not a “once size fits all” scenario. I would highly recommended contacting Mr. Steve Kulikowski if you have any questions on any type of investments.
Steve Kulikowski is very knowledgeable. He is friendly and motivated to help you reach your goals. He is extremely helpful in answering any questions I have. I highly recommend Steve as your financial advisor.
Steve is great. He wasn’t out to “sell” me anything. He listened to my concerns and suggested ways to overcome my shortfalls.
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The Terrio Group specializes in providing comprehensive retirement income solutions in Port St Lucie, Florida. Terrio is the founder and president of the firm. The firm is comprised of financial advisors, consultants, and specialists who are committed to serving clients as fiduciaries. The mission of The Terrio Group is to assist clients in discovering their true passion and devising a customized plan to achieve it. The firm emphasizes maintaining regular communication and interaction with clients to fully comprehend their financial planning needs and assist them in realizing their aspirations and goals. The services offered by The Terrio Group cover various aspects of financial management, ranging from investment and retirement planning to risk management, strategic estate conservation, and income planning. Contact The Terrio Group today to schedule an appointment.
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THE TERRIO GROUP REVIEWS
I recently sat with Mr. Terrio after attending an informative seminar and was very glad to finally meet an adviser who took the time to get to know me, my family, my personal retirement plan ideas and give his views on how I could make positive additions to that plan. It was more of a holistic overview and I appreciated the time that was taken to really dig in to accomplish my goals. His support team walked me through the process and was helpful when I called with questions. Thank you so much, Mike, for really showing me that you cared.
I've learned so much from Michael Terrio and the Terrio Group. Mike Terrio cares about his clients and their futures! He is a genius when it comes to long term financial planning and makes it look so easy. I would recommend The Terrio Group to my family and friends in a heart-beat!
Excellent and caring staff! 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.
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Integrated Wealth Management Group is a full-service wealth management firm that offers comprehensive services, including retirement planning, to individuals and families. Their team of experienced advisors provides independent guidance to help clients prepare for life's most important milestones, such as retirement. They have experience working with various individuals, including retirees in the Florida Retirement System, and are dedicated to serving as trusted guides for individuals, families, and business owners. The firm believes that aligning one's values with their financial goals is crucial to achieving financial success, and they coordinate all aspects of their client's plans to ensure they meet their goals effectively. To discover how client-centric financial planning can fulfill your individual financial requirements, get in touch with their office today.
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INTEGRATED WEALTH MANAGEMENT GROUP REVIEWS
Integrated Wealth Management Group is a full-service, highly tactical wealth management firm supported by a team of experienced advisors with the same mission.
IWM Group is fantastic! Great staff with a great knowledge of the industry.
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