My experience was, doesn't return phone calls. then when talked to him in person he was…read morerude,arrogant to the point I had to think he was mentally un balanced.

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.

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.