Went to Matthew in 2017 about 6-8 months prior to retirement. He has been wonderful to work with in…read moremanaging our portfolio. He has managed our funds, giving us a steady stream of extra income, while the funds continue to grow. On the rare occasion that Matthew is out of pocket Andres has covered and taken care of our needs. We were with Matthew prior to the forming of Marvel and we recommend he and Marvel to others. They communicate and are good at explaining their recommendations. I am confident that even when tougher times come our money will be managed to the best of their ability.

Outstanding service and would definitely recommend them, without any hesitation. I can't imagine a…read morehigher level of service, care and responsiveness is possible. I've been with Wilmarth PWM (Raymond James) since 2018 and would not even consider leaving. Cole has been my financial advisor for the past five years, and his insights and attention to detail are consistently top notch. I trust him. Highly recommended. (And during business hours you will never be connected to a voicemail--someone always picks up. Always!)

From the owner: The Financial Advisors at Wilmarth Private Wealth Management in Melbourne, Florida assist families…read morewith their financial goals. From retirement planning to saving for college, their team of experienced financial planners create personalized plans to manage wealth, investments, and financial futures. Understanding stock option plans, ERSA's, and monetizing businesses are just some of the financial planning skills brought to the table. Working closely with your CPA and estate attorney creates a trifecta of team members all working on your behalf.

Best in Brevard. I rely on Alan and all the folks in his office. Outstanding professionals.read more

From the owner: Where you will find a wealth of information in the form of newsletter articles, calculators, and…read moreresearch reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This website is here to help you gain a better understanding of the financial concepts behind accounting, taxation, insurance, investing, retirement, estate planning, and wealth preservation

If you need help getting approved with Medicaid. Rose is your lady…read more From the first meeting to the approval, Rose was very professional and answered all of my questions. Her guidance was a weight lifted off of my shoulders. Thank you Rose!

Rose Eddy is a Godsend. She made the Medicaid application process easy and somewhat stress free…read more Dealing with Government agencies is always stressful. Rose handles all the complications with ease.

Mr. Shier has years of experience and is knowledgeable about a variety…read moreof financial products and services. I like his no pressure and patient approach.

Todd has been handling my investments for over 20 years. His knowledge of market conditions and…read morecurrent regulations has made dealing with him not only pleasurable but economically sound. I have recommended him to numerous people over time and everyone has been satisfied with his results.

Chell Financial has managed our investments for the past 15 or 20 years. Nelson took over from Jim…read moreabout 10 years ago and has provided excellent financial advice. Our investments are worth considerably more than when we started, although we have withdrawn substantial amounts annually since shortly after investing with Chell. My husband and I strongly recommend Nelson for honest and highly professional advice.

Rich H. Melbourne Beach,…read more I scheduled an appointment with Nelson to get advice on annuities. He was very knowledgeable, helpful and was not pushy. He spent over an hour and a half with me and when I tried to pay him for his time he said there is no charge for a consultation. I was really impressed and thankful for his help. I would certainly recommend him.