ThreeBestRated.com
BEST RATED PORT ST LUCIE, FL FINANCIAL SERVICES

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. You deserve only the best!

Ian Laberge - Port St Lucie, FL Financial Services - Portrait
Ian Laberge - Port St Lucie, FL Financial Services - Office Image
Best Financial Services in Port St Lucie FL - Ian Laberge - EDWARD JONES video
3+ YEARS IN TBR
CALL EMAIL

IAN LABERGE

(4.8 Score)
EDWARD JONES 7043 South US Highway, Suite 203,
Port St Lucie, FL 34952 Directions

Since 2024

Specialty:

✓Retirement Savings Strategies ✓Wealth Strategies ✓Estate Strategies ✓Legacy Strategies ✓College Savings ✓Insurance and Annuities ✓Investment Services ✓Advisory Solutions ✓Customized Portfolio

"Ian Laberge is committed to guiding individuals and families toward financial success. Before joining Edward Jones, he spent 20 years in the automotive industry, building lasting relationships and providing personalized solutions to meet clients’ needs. He brings that same dedication to helping the clients navigate their financial journeys with confidence. Edward Jones uses their 5-step process to assess your risk tolerance and create quantifiable, actionable financial goals based on what’s important to you. They will partner with you throughout your journey, always sharing strategies to help bring you closer to the future you see for yourself.

2026 Highlights: Ian Laberge holds Series 7 and Series 66 credential."

Reviews | Play Video | Write a Review
License CRD #7985867

Price:

Annual Program Fee 1.35%
Annual Platform Fee 0.05%
Annual SMA Manager Fees 0.45%

Contact:

(772) 344-8107

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

The Terrio Group - Port St Lucie, FL Financial Services - Professional Portrait Image
The Terrio Group - Port St Lucie, FL Financial Services - Portrait
The Terrio Group - Port St Lucie, FL Financial Services - Company Logo
Best Financial Services in Port St Lucie FL - The Terrio Group video
10+ YEARS IN TBR
CALL EMAIL

THE TERRIO GROUP

(4.8 Score)
542 Northwest University Boulevard, Suite 102 B,
Port St Lucie, FL 34986 Directions

Since 2008

Specialty:

✓Annuities ✓Life Insurance ✓Financial Planning ✓Tax Planning ✓Roth Conversion Analysis ✓1040 Tax Optimization ✓Investment Management ✓Asset Management ✓401(k) and Money Management ✓Estate Conversion ✓Emergency Funding ✓Legacy Enhancement and Protection ✓Risk Tolerance ✓Retirement Planning

"The Terrio Group offers comprehensive retirement income solutions that look at the individual person, rather than a product to place them in. They are comprised of financial advisors, consultants, and experts who have a fiduciary obligation to act on behalf of the client. Michael Terrio is the founder and President of The Terrio Group. He believes that at the nucleus of a successful retirement plan there must be a comprehensive, cohesive financial strategy. Michael has been the keynote speaker for several educational events. He also speaks nationally for the armed forces at Yellow Ribbon Events. His goal is to help soldiers who are being deployed or returning from service make sound financial decisions. The Terrio Group 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.

2026 Highlights: The Terrio Group has been a boutique financial firm that offers holistic, process-driven solutions for nearly 17 years."

Reviews | Play Video | Write a Review
License CRD #285560

Price:

Financial Planning Services Fixed Fees
From $1,000
Upto $10,000
Financial Planning Services Hourly Fee $300

Contact:

(772) 807-4628

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Mark Valinote - Port St Lucie, FL Financial Services - Portrait
Mark Valinote - Port St Lucie, FL Financial Services - Company Logo
Best Financial Services in Port St Lucie FL - Mark Valinote - THRIVENT video
CALL EMAIL

MARK VALINOTE

(4.6 Score)
THRIVENT
1860 Southwest Fountainview Boulevard, Suite 100,
Port St Lucie, FL 34986 Directions

Since 2013

Specialty:

✓Financial Guidance ✓Education Planning ✓Charitable Giving ✓Estate Planning ✓Retirement Planning ✓Trust Services ✓Financial Advice ✓Dedicated Planning Services

"Mark Valinote focuses on his goals and priorities, guiding him towards financial choices that will help him live the life. He is committed to providing financial advice, investments, insurance, banking, and generosity programs. Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of their clients. They work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals. Their options help you balance performance and purpose. They can help you assess your options, including those available through your employer and government programs.

2026 Highlights: Mark Valinote holds Chartered Financial Consultant®, Retirement Income Certified Professional®, Chartered Life Underwriter® and Fraternal Insurance Counselor credentials."

Reviews | Play Video | Write a Review
License #0A95286

Price:

Planning Fee
From $600
Upto $10,000

Contact:

(772) 236-0063

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Mark Valinote

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

IAN LABERGE REVIEWS

Ian was great to work with. I set up a couple acts. With him and he walked us through the entire process and explained everything in detail. He was knowledgeable and very easy to work with, we will be setting up some additional acts. With him in the near future. Thanks again Ian.

Ian has been extremely helpful and knowledgeable! My husband and I are so happy we found him to help us to achieve our financial goals. I highly recommend him to everyone I know.

Ian helped me prioritize my goals and create a personalized financial strategy. He is trustworthy and genuine.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

THE TERRIO GROUP REVIEWS

We first learned of The Terrio Group from one of those postcard mailings. “Come have dinner on us and learn how we can …” The dinner was informative and not at all high pressure to sign up with their firm. Of course they were looking at attract new clients while educating people on investment and retirement strategies or some such topic. We left the meeting with an information packet and an offer for a free personal consultation. We both had 401ks with our jobs and some other savings and investments, but we didn’t know what we were doing. We needed and wanted professional advice. We’ve been with The Terrio Group now for about 8 years and our investments have always performed well with Terrio’s direction. We meet with them 2 or 3 times a year and it’s always like visiting family when we step into their offices. They also offer video meetings or just phone meetings and email, if that is what you prefer. We have access to online tools to view all of our accounts and their performance with up to the day information as well as historical information. You can get as involved with your accounts as you choose, or you can just let The Terrio Group handle everything. I do a little of both. I highly recommend The Terrio Group for their expert professional advice and proactive approach to handling our accounts, while at the same time, always being accessible and treating you like a part of their family. It is a good balance.

Mike and his staff cares about their clients and they pay their commitment forward in their community. I have been with the group for about ten years and during that time Mike has taken care of my small amount of investments and has been careful to maximize my earnings. Mike with his staff are very knowledgeable professional, and personable. I would recommend Mike and this group to any one who ask for a recommendation.

Solid team and support from Mike and his organization. Honest feedback and direction with regards to managing my portfolio. Easily accessible when you need him or his team.

MARK VALINOTE REVIEWS

Knowledgeable. Positive. Mission-oriented. A great listener. What more could you ask for from a financial advisor.

Always there to answer questions, very knowledgeable. Easy to talk to. Very personable.

TBR® Inspection Score Report

IAN LABERGE Total Inspection Points: 116/120
Experience: 7
Business Images: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Real Discounts: 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

THE TERRIO GROUP Total Inspection Points: 115/120
Current Evaluation: 8
Reviews Study: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Standard: 10

TBR® Inspection Score Report

MARK VALINOTE Total Inspection Points: 111/120
Acknowledgments: 8
Business Hours: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10