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Over 1,505 reviews for
Jupiter Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Jupiter

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

piggy bank full of coins

You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

wad of cash

Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Jupiter

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Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Jupiter, FL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 HL Accountants

8461 Lake Worth Rd
Lake Worth

A G EDWARDS & SONS INC

1200 UNIVERSITY BLVD
Jupiter

AAA - Delray Beach

14539 Military Trail #A
Delray Beach

Accelerated Benefits

5880 Venture Drive

ADAM FINANCIAL ASSOCIATES INC

2500 N Military Trl Ste 306
Boca Raton

Allegiant Group Inc

189 W Clarkston Rd

Allen Robinson

7092 Beracasa Way
Boca Raton

Alliance HR

169 Tequesta Drive
Tequesta

Argallus Wealth Management

7601 N Federal Hwy
Boca Raton

ASAP Cooling and Heating, LLC

586 NW Mercantile Place
Port Saint Lucie

BANC OF AMERICA INVESTMENT SVC

6410 W INDIANTOWN RD
Jupiter

BANC OF AMERICA INVESTMENT SVC

51 S US HIGHWAY 1
Jupiter

Benham Miller and Harris Inc

1301 N Congress Ave
Boynton Beach

BetaFrontier, LLC

858 North Franklin St

Blatt Financial Group

3399 PGA Boulevard, Suite 320
Palm Beach Gardens

Booksmart Tax and Accounting Services

14242 Southwest 14th Street
Miami

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

bsmfinancialgroup

545 Cypress Green Cir.
Wellington

Bykcpa

7824 Olympia

Cash 2 U Title Loans

2505 Okeechobee Blvd
West Palm Beach

Clendon Webb State Farm Insurance

6704 CONGRESS ST.
New Port Richey

Click Capital Management LLC

810 Saturn Street, Suite 15
Jupiter

CTC Mortgage Company, LLC

1475 Centrpark Blvd
West Palm Beach

CWFS Inc

4408 Hunting Trail
Lake Worth

CWFS, INC.

8461 Lake Worth Rd
Lake Worth

Dance Ferrentino Insurance and Financial

11049 Countryway Blvd
Tampa

DAWSON JAMES SECURITES INC

1 N Federal Hwy Ste 500
Boca Raton

Debt Relief Law Florida

1080 S Federal Hwy
Boynton Beach

DENNIS A NEWMAN CPA

2201 NW Corporate Blvd
Boca Raton

Double DB

875 E Camino Real, Apartment 10E
Boca Raton

EDWARD JONES

1851 W INDIANTOWN RD
Jupiter

EDWARD JONES

287 E INDIANTOWN RD
Jupiter

Edward Jones

12020 S Shore Blvd
Wellington

effective Debt Consolidation

311 North Clematis Street

elite relocation & financial services

13899 biscayne blvd
Miami

Elkins James, S

324 Datura St
West Palm Beach

Ernest Williamson & Associates

7711 N Military Trl Ste 144
Palm Beach Gardens

Everest Financial Advisors

9000 Sheridan Street
Pembroke Pines

F.A.T. Freedom

4/41 Meinzinger Ave.

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale

Find Me An Advisor

1845 Palm Cove Blvd #303
Delray Beach

Firm Tax & Financial Services

5060 W. Atlantic Ave

First Choice Credit Management

1665 Palm Beach Lakes Blvd Ste 800
West Palm Beach

Freedom Financial

8828 S.E. Water Oak Place
Tequesta

Freyman CPA, P.C.

57 Washington Ave

Gilbert Financial Group LLC

3108 Payson Way
Wellington

Gold Coast Accounting, PA

7301 W Palmetto Pk Rd
Boca Raton

Gold Silver Investment

801 Northpoint Pkwy, Suite #75
West Palm Beach

GrantWatch

4 Easthampton A
West Palm Beach

Hawk-Eye Management

3901 N Federal Hwy
Boca Raton

Healthcare Billing Consultants

123 E Ilex Dr
West Palm Beach

Heritage Retirement Income Planners

2645 Executive Park Drive
Fort Lauderdale

Home Financing by Sharine - Commerce Mtg

20803 Biscayne Blvd.
Aventura

iBank

3090F Pullman St

Independent Financial Planning

1901 Brickell Avenue
Miami

Inglis, Borden, Huey - Allstate Insurance Agency

4550 PGA Boulevard
Palm Beach Gardens

IRS Tax Help Team

1201 S Beach Blvd

Jamel Gordon-Financial Advisor

19495 Biscayne Blvd
Miami

Jd Tax Resolutions & Associtaes

601 Heritage Dr Ste 156A
Jupiter

Jeffrey D. Ressler, CPA & Associates

7062 Beracasa Way
Boca Raton

JM Murphy Financial Services

1615 S Federal Hwy #201
Boca Raton

Legacy Tax, Inc.

1818 South Australian Ave., Suite 202
West Palm Beach

Lendinero

848 Brickell Ave 603
Miami

Lincoln Memorial

125 South State Road 7 # 104

Logan Pierson Venture Catalyst

700 S Ocean Boulevard, Unit 305
Boca Raton

Lost Angels International, Inc.

1170 Peachtree Street NE

Mackenzy Credit Group

801 Northpoint Parkway Suite 67
West Palm Beach

MALCOLMSON INVESTMENTS INC

3900 COUNTY LINE RD
Jupiter

Marie Karimpanal, CPA, PA

801 Northpoint Pkwy
West Palm Beach

Marmorstein Wealth Management

2385 Northwest Executive Center Drive #100
Boca Raton

Mas Efectivo

4481 Lake Worth
Lake Worth

McKinnon Wealth Management

500 West Cypress Creek Road Suite 420
Fort Lauderdale

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

Medicaid Assist

PO Box 8087
Lakeland

Mercury Funding Solutions

1375 Gateway Boulevard
Boynton Beach

MF Advisers, Inc.

91 Franklin St

MF Advisers, Inc.

3895 NW Deer Oak Drive
Jensen Beach

Michael C. Huckins, CPA, P.A

2701 Northwest Boca Raton Boulevard
Boca Raton

Mustang Enterprises LLC

1007 Riverwood Lane
Jupiter

Nathan Industries

16441 Via Venetia E
Delray Beach

National Risk Experts

11380 Prosperity Farms Rd.
Palm Beach Gardens

National Settlement Solutions

1645 Palm Beach Lakes Blvd. Ste. 490
West Palm Beach

Northwestern Mutual

250 S Australian Ave Ste 1601
West Palm Beach

NTC Financial

West Palm Beach
Miami

Nya Montgomery

Wellington

Primerica Inc.

15327 Northwest 60th Ave
Miami Lake

PROCTOR, CROOK, CROWDER & FOGAL, CPAs

3300 PGA Blvd
Palm Beach Gardens

Prosperity Public Adjuster

6353 Saxon Blvd
West Palm Beach

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton

RAYMOND JAMES FINANCIAL SVC

900 E INDIANTOWN RD
Jupiter

Recovery Billing Soultions

210 N.E. 6th Avenue, Suite 103-104
Delray Beach

REGIONS

289 N CONGRESS AVE
Boynton Beach

Reliant Adjusters Group Public Adjuster

500 NE Spanish River Blvd
Boca Raton

Retirement Annuity FYI

301 Yamato Road, Suite 1240
Boca Raton

Ricksar Associates, LLC

20283 State Road 7
Boca Raton

Robert Flaster

12668 Headwater Cir
Wellington

Save on Plans

180 N.E. 4th Avenue Suite # 405
Delray Beach

SCOTTRADE

250 W INDIANTOWN RD
Jupiter

Searcy Denney Scarola Barnhart & Shipley PA

2139 Palm Beach Lakes Blvd
West Palm Beach

SHELDON BUCKMAN

7398 Falls Rd W
Boynton Beach

SMITH BARNEY

1001 N US HIGHWAY 1
Jupiter

South FL CPA Services, LLC

224 Datura Street
West Palm Beach

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

Standard Mortgage Company

Mizner Park, 433 Plaza Real Ste 275
Boca Raton

Stirling Insurance Services Inc

1700 N Dixie Hwy.
Boca Raton

STUART COOPER CPA

9868 Bluefield Dr
Boynton Beach

Student Loan Center

1870 Forest Hill Blvd Suite 207
West Palm Beach

Student Loan Solutions

3350 NW 2nd Ave
Boca Raton

The Mutual Fund Store

2255 Glades Rd.
Boca Raton

Thomas Ciccones' Business Consultant Entrepreneur

1135 North Wickham Road
Melbourne

Travis Wichman-Financial Advisor

19495 Biscayne Blvd
Miami

Trelles & Bichler

3601 PGA Boulevard
Palm Beach Gardens

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

VNMutual Solutions Inc

1 Lincoln Centre

Warner and Associates

1897 Palm Beach Lakes Blvd
West Palm Beach

WELLINGTON ACCOUNTING & TAX

8461 LAKE WORTH RD
Lake Worth

Wistons Multi Services

660 Linton Boulevard, Suite 218B
Delray Beach

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