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Over 1,466 reviews for
Melbourne Beach Financial Advisors from people just like you.

" 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.

"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 Melbourne Beach

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.

Courtney St. Onge, Charlotte community editor

North Carolina attorney general says if someone calls claiming to be from the IRS and says you'll be arrested if you don't pay right away, hang up immediately.


On this episode of the Chat with the Experts podcast, Pete the Planner joins us to talk about creating a budget, saving for your first home and much more.

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.

tree falls on house homeowner needs emergency fund (Photo by Steve Mitchell)
Financial Planning

Saving for a rainy day takes on new meaning if your roof springs a leak during a storm.

Angie's Answers


Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.




Financial Advising reviews in Melbourne Beach


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.

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.

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.

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.

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.


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.

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.

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!

Financial Advisors in Melbourne Beach, FL

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

Accelerated Benefits

5880 Venture Drive

Allegiant Group Inc

189 W Clarkston Rd

ASAP Cooling and Heating, LLC

586 NW Mercantile Place
Port Saint Lucie

asset protection

123 lancha circle
Indian Harbour Beach

Austin Financial

1900 South Harbor City Blvd

BetaFrontier, LLC

858 North Franklin St

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200


Merritt Island

Connors Wealth Management

32 N Orlando Ave
Cocoa Beach


Melbourne Beach

F.A.T. Freedom

4/41 Meinzinger Ave.


111 Virginia Avenue

Five star Debt Consolidation

2028 Palm Bay Road Northeast

Flashy Footwear

PO Box 236152

Freyman CPA, P.C.

40 Exchange Place Suite 1602

Genesis Financial Recovery

4525 Barna Ave Apt D

Home Financing by Sharine - Commerce Mtg

20803 Biscayne Blvd.


3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

JAG Consulting Company LLC

565 Jackson Ave
Satellite Beach


1701 Us Highway 1


848 Brickell Ave 603

Linda DuBois

2431 NW 41st St Apt 4405

Lisa Amorosa at FBC Mortgage, LLC

1406 19th Place
Vero Beach

Lost Angels International, Inc.

1170 Peachtree Street NE

Lugo Mobile Notary

1268 Marquise Court

McCall, Robert

1515 Elizabeth St

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg



Prodigy Financial Services Group

1860 82nd Ave
Vero Beach

Risk, Strategy, & Total Consulting LLC

125 East Merritt Island Cosway
Merritt Island

Rooney & Rooney, P.A>

2145 14th Avenue, Suite 20
Vero Beach

Southern Trust Financial Services LLC

3450 Founders Club Drive

The Mutual Fund Store

4865 North Wickham Rd

Thomas Ciccones' Business Consultant Entrepreneur

1135 North Wickham Road

United Gold Direct

2945 Townsgate Road


PO Box 33490

Wealth Care LLC

405 Sims Way
Merritt Island

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