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

I had a magnificent experience working with Howes, Richard, and the rest of the staff at East Coast…read moreTax and Financial Planning to get my family's taxes organized and filed for 2022. The team provided great insights into what to expect this year and in future years as our tax situation will change, providing us good knowledge to ease some of the confusion and uncertainty about filing complex taxes! I also applaud the communication and service of the team, I never had to twiddle my thumbs while waiting for a response to a booking or an email or anything, they were always there to confirm things were received, answer questions, or follow up and keep me in the loop with where I was in the filing process. I look forward to working with East Coast for the foreseeable future!

This is a very professional organization. My taxes were a mess and Mr. Howes got them all in order…read moreand even found some deductions I had not even thought of! I have been using them for a few years now and would definitely recommend them to anyone interested in saving money on their taxes!

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.

Very positive experience with large increase in a short amount of time. Altair was welcoming and…read moretook time to explain everything in detail and answered my many questions. Highly recommend.

Enjoying the zoom meeting once a month. Very interesting and informative keep up the good work…read more Can't wait till next month

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.