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.

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.

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.

Great communication ! I have had a great experience with Kate. Always returns phone calls promptly…read moreand calls with good advice about the market ! Would recommend to all who ask !

From the owner: I graduated from UF with a degree in Finance in 1998 and am now a Financial Advisor with Edward…read moreJones. I love helping individuals and families develop a strategy to reach their long-term financial goals. I focus on 401k plans, college savings, retirement planning and wealth preservation strategies. I also work with divorcees and widows that find themselves in charge of their finances for the first time. My husband, Matt Mikkelson, and I reside in Palm City with our children. I grew up here in Martin County (Go Tigers!) so helping clients in my hometown is especially rewarding. The Hibiscus House Children's Shelter is near and dear to my heart. In the late 80's, my mom helped start the Women's Guild and Thrift Shop to support the Hibiscus House, and we now serve together, supporting this wonderful charity which helps abused children. If you are looking for a financial advisor, please connect with me by emailing me at kate.mikkelson@edwardjones.com.

I really needed a life insurance policy and met with Jesse from The Real Financial Group. He was…read morereliable and quick to find a life insurance policy that fit my needs. When I asked him for investing advice, he gave me advice that made sense and was easy to follow, even though he didn't make money from my accounts.

Jesse is incredibly knowledgeable and great resource for anyone who is looking for an ethical…read morefinancial planner. He takes great care of his clients and makes sure that he advises them on what the best decision is for YOU. I would highly recommend Jesse to anyone.