Excellent service and great staff ... always helpful with questions and answersGreat locationread more

I originally worked with Stephen 6 years ago at AB as he provided me with financial planning at…read morethat time. When he opened the Stuart Fl office of Edward Jones I moved my account with him and was happy to continue working with him as my Financial Advisor at this location. He is thorough and detailed oriented in providing me with information in the management of my accounts. He is extremely professional and detailed oriented and I appreciate all the help he has provided me in planning for my retirement. I highly recommend him.

Primary interest is selling high commission products. Great story but caution is advised.read more

From the owner: Peak Capital Management is a registered investment advisor based in Stuart, Florida. We focus our…read moreservices on the educational process, which involves identifying your objectives, helping you understand your options and the associated risks, building your asset allocation and optimizing your investments, among other things. We strive to provide meaningful and balanced information. Specifically, we offer our clients a wide range of investment advisory services, including financial planning and consulting, discretionary asset management, and selection of third party advisers. Our integrated suite of services may be offered to clients on an all-inclusive or, individual basis. We offer financial planning and investment consulting services tailored to meet your needs and financial objectives. Based on your stated needs, we will give you advice on your financial concerns, including, but not limited to: investments, taxes, insurance, retirement and estate planning.

I've been getting my taxes done with Alex for the past three years, ever since I got married. My…read morehusband has actually been coming to him for many years, so it's become part of our yearly routine to sit down together and go over everything during tax season. Alex is incredibly knowledgeable, and honestly, I could sit there for hours just picking his brain about financial topics. From the stock market to general investing, he's always willing to answer questions and explain things in a way that makes it easier to understand--especially for someone like me who doesn't know much about that world. If you're looking for guidance on investing or just want someone trustworthy and experienced to handle your taxes, Alex is definitely your guy. Coming here is always a painless and smooth experience. I highly recommend having a professional like him take care of your taxes each year.

Good service! They prepared and filed my taxes. I will use…read morethem again next year. They were affordable too.

We have been extremely impressed with Leslie and highly recommend her!…read more We have utilizing her services for over 10 years.

From the owner: We charge by the hour. We don't sell any products or require you to move money to us. We simply…read moreprovide advice that is customized to you and your goals and concerns.

Outstanding service, price and great location with many State Farm items to take with you! Fans,…read morePens, Sunglasses, Coolers, Umbrellas and many more to keep you cool this summer! Love this office and agent. GREAT place!

I have been impressed with Christopher Melly and his State Farm team for years. They have made me…read morehappy again, as Vanessa was super helpful, professional and kind, as she navigated adding another one of my children to my policy. They have been wonderful with my other son too, as he navigated an insurance claim. Thank you for being there!!!!!!!