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Edward Jones Investments/Steven Shultz
Contact: Steven Shultz
522 Colorado Avenue
Stuart, FL 34994 Map It!
Ph: (772) 220-7545
Web: www.edwardjones.com
E-mail: steven.shultz@edwardjones.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 8/19/2014
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Edward Jones/Kat Rock
Contact: Kat Rock
2449 S.E. Ocean Blvd.
Stuart, FL 34996 Map It!
Ph: (772) 781-2848
Fax: (877) 721-2107
Web: www.edwardjones.com
E-mail: kat.rock@edwardjones.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 1/15/2014
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Edward Jones/Paul Nunley
Contact: Paul Nunley
329 S.E. Ocean Blvd.
Stuart, FL 34994 Map It!
Ph: (772) 287-4991
Fax: (877) 222-5559
Web: www.edwardjones.com
E-mail: paul.nunley@edwardjones.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 1/16/2015
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Florida Retirement Solutions
Contact: Scott Bovee
901 S.W. Martin Downs Blvd., Suite 208
Palm City, FL 34990 Map It!
Ph: (772) 634-6155
Web: www.floridaretirementsolutions.net
E-mail: scott@floridaretirementsolutions.net
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Retirement/Planning Service/Profit Sharing
Category: Insurance Agency/Health/Life/Medicare
Member Since: 8/26/2015
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HBKS Wealth Advisors
Contact: Stephen Schramm
1000 S.E. Monterey Commons Blvd., Suite 101
Stuart, FL 34996 Map It!
Ph: (772) 287-4110
Fax: (772) 287-4112
Web: www.hbkswealth.com
E-mail: sschramm@hbkswealth.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 5/31/2006
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Integritt Wealth Mgmt, LLC
Contact: Marc Ritterporn
50 S.E. Ocean Blvd., Suite 204
Stuart, FL 34994 Map It!
Ph: (772) 266-2160
Fax: (772) 266-2575
Web: www.integritt.com
E-mail: marc@integritt.com
Category: Wealth Management
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 7/11/2016
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Investment Planning Group
Contact: Steven Landwersiek
6530 S. Kanner Highway
Stuart, FL 34997 Map It!
Ph: (772) 233-4315
Fax: (772) 233-4316
E-mail: steve@laaipg.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 1/11/2009
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Janney Montgomery Scott LLC
Contact: Kenneth Feiertag
309 S.E. Osceola Street, Suite 207
Stuart, FL 34994 Map It!
Ph: (772) 219-2006
Fax: (772) 219-2025
Web: www.kfeiertag.com
E-mail: kfeiertag@janney.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 8/19/2005
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Jim Haugk Insurance Agency
Contact: Jim Haugk
820 S.E. Indian Street
Stuart, FL 34997 Map It!
Ph: (772) 221-8808
Fax: (772) 221-0055
Web: www.jimhaugkinsurancegroup.com
E-mail: jimhaugk@allstate.com
Category: Insurance Agency
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Insurance Agency/Health/Life/Medicare
Category: Insurance Long Term Care
Member Since: 5/27/2016
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JP Morgan Chase
Contact: Lindsay Wilder
3399 PGA Blvd., Suite 100
Palm Beach Gardens, FL 33410 Map It!
Ph: (561) 223-4583
Fax: (303) 954-4275
Web: www.chase.com
E-mail: lindsay.s.wilder@chase.com
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Financial/Commercial Lending
Member Since: 3/15/2017
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Keaney Financial Services Corp.
Contact: Ernesto Keaney
759 S.W. Federal Highway, Suite 326
Stuart, FL 34994 Map It!
Ph: (772) 287-8089
Fax: (772) 673-3796
Web: www.keaneyfinancialservices.com
Category: Wealth Management
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Insurance Agency/Health/Life/Medicare
Member Since: 7/14/2016
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Mass Mutual/Chris Pollak
Contact: Chris Pollak
Jensen Beach, FL 34957 
Ph: (772) 631-2445
Web: www.advisors.massmutual.com/christopher-pollak
E-mail: cpollak@financialguide.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 8/17/2016
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New York Life Insurance Co./Julie Zygmun
Contact: Julie Zygmun
2432 S.E. Springtree Place
Stuart, FL 34997 Map It!
Ph: (772) 872-2662
E-mail: jzygmun@ft.newyorklife.com
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Insurance Agency/Health/Life/Medicare
Category: Insurance Long Term Care
Member Since: 1/10/2017
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Northwestern Mutual
Contact: Mark Warner
1002 S.E. Monterey Commons Blvd., Suite 203
Stuart, FL 34996 Map It!
Ph: (561) 630-6300
Fax: (561) 624-6363
Web: www.warnerfinancialgrooup.nm.com
E-mail: mark.warner@nm.com
Category: Insurance Agency
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Wealth Management
Member Since: 1/19/2016
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Northwestern Mutual/Jesse A. Hert
Contact: Jesse Hert
3300 PGA Blvd., Suite 400
Palm Beach Gardens, FL 33410 Map It!
Ph: (561) 284-8073
Fax: (561) 624-6363
Web: www.jessehert.nm.com
E-mail: jesse.hert@nm.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 4/21/2016
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Plan For Life
Contact: Cheryl Hernandez
759 S.W. Federal Highway, Suite 212
Stuart, FL 34994 Map It!
Ph: (888) 384-6450
Fax: (561) 370-6199
Web: www.planlifetoday.com
E-mail: cheryl@planlifetoday.com
Category: Insurance Agency/Health/Life/Medicare
Category: Employee Benefits
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Credit Card/Check Processing
Category: Insurance/Supplemental
Member Since: 5/21/2015
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PrimeLending
Contact: Jacqueline Brock
759 S. Federal Highway, Suite 208
Stuart, FL 34994 Map It!
Ph: (772) 324-5300
Fax: (877) 212-4932
E-mail: jbrock@primelending.com
Category: Mortgage Services
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 1/13/2014
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Raymond James Financial Services, Inc./Galanti
Contact: Leo Galanti
1980 S.E. Ocean Blvd.
Stuart, FL 34996 Map It!
Ph: (772) 283-9988
Fax: (772) 283-5291
Web: www.raymondjames.com/leogalanti
E-mail: leo.galanti@raymondjames.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 4/1/1992
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Sailfish Wealth Management Group
Contact: Michael Dadko
309 S.E. Osceola Street, Suite 207
Stuart, FL 34994 Map It!
Ph: (772) 219-2000
Fax: (772) 219-2025
Web: www.sailfishwmg.com
E-mail: mdadko@janney.com
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Wealth Management
Member Since: 3/1/2017
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Seacoast Wealth Management
Contact: Carl Newton
815 Colorado Avenue
Stuart, FL 34994 Map It!
Ph: (772) 288-6095
Fax: (772) 288-6056
Web: www.seacoastbank.com
E-mail: carl.newton@seacoastwealthmanagement.com
Category: Wealth Management
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 4/16/2008
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Stifel
Contact: Thomas Bevan
903 S.E. Ocean Blvd., Suite 2
Stuart, FL 34994 Map It!
Ph: (772) 403-8300
Fax: (772) 463-8153
Web: www.stifel.com
E-mail: bevant@stifel.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 1/10/2013
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The Sade Group
Contact: Scott Sade
477 S.E. Riverside Drive
Stuart, FL 34994 Map It!
Ph: (772) 210-1455
Web: www.sadepwm.com
E-mail: scott@sadepwm.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 11/30/2016
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The Terrio Group
Contact: Michael Terrio
2104 S.E. Rays Way
Stuart, FL 34994 Map It!
Ph: (772) 807-4628
Fax: (772) 807-4631
Web: www.theterriogroup.com
E-mail: info@theterriogroup.com
Category: Wealth Management
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 8/11/2014
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Thrivent Financial/Mark Valinote
Contact: Mark Valinote
367 N.E. Baker Road
Stuart, FL 34994 Map It!
Ph: (772) 408-0771
Web: www.thrivent.com
E-mail: mark.valinote@thrivent.com
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Insurance Agency/Health/Life/Medicare
Category: Insurance Long Term Care
Category: Insurance/Supplemental
Member Since: 3/26/2015
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Today & Tomorrow Strategies
Contact: Jim Manna
19 Harbor Isle Drive West, Suite 405
Fort Pierce, FL 34949 Map It!
Ph: (772) 252-9081
Fax: (954) 322-3857
Web: www.ttsafemoney.com
E-mail: jmanna@ttsafemoney.com
Category: Insurance Agency/Health/Life/Medicare
Category: Insurance/Medicare
Category: Insurance Long Term Care
Category: Employee Benefits
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Consultants
Member Since: 6/6/2013
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UBS
Contact: William Gilcher
712 S.E. Ocean Blvd.
Stuart, FL 34994 Map It!
Ph: (772) 283-8201
Fax: (772) 283-4307
E-mail: clifford.mandody@ubs.com
Category: Financial Advisors/Estate Planning/Investor Servic
Category: Wealth Management
Member Since: 4/1/1986
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Wells Fargo Advisors, LLC/John Gordon, F.C.
Contact: John Gordon
789 S.W. Federal Highway, Suite 304
Stuart, FL 34994 Map It!
Ph: (772) 288-2211
Fax: (772) 692-5890
Web: www.home.wellsfargoadvisors.com/john.gordon
E-mail: john.gordon@wellsfargoadvisors.com
Category: Financial Advisors/Estate Planning/Investor Servic
Member Since: 3/9/2011
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27 Records

 
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