Stuart Financial Insurance and Investments of Palm City

Stuart Financial Insurance and Investments of Palm City is a financial planner in Palm City, FL, serving clients in the local area with a focus on financial planning and investment management. The firm addresses retirement planning, college savings, estate strategy, insurance, and investment management for individuals and families preparing for current and future financial needs. It holds a rating of 5.00 based on the reviews from its customers.

Founded in 1984, Stuart Financial is a wealth management firm that has been advising clients for decades, with a team of wealth managers drawn from varied financial backgrounds. The firm takes a holistic approach to financial planning, considering all aspects of each client's specific financial situation rather than focusing only on investments. Its team works alongside strategic partners such as tax and estate planning attorneys, and the firm is structured to allow regular meetings with clients to review and adjust their financial plans as life changes occur. Robin Davis and Carie Gratz, MBA, a financial advisor and insurance specialist with the firm since 2008, are registered representatives offering securities through Kovack Securities, Inc., with advisory services offered through Kovack Advisors, Inc., a SEC registered investment advisory firm. The team addresses investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, and risk management, and works with clients on questions about early retirement, investment performance, college savings approaches, estate strategy, and life insurance coverage. Services include asset management, bonds, common stock, a range of IRAs (Educational, Traditional, Roth, SEP, and Simple), brokerage accounts, government securities, variable annuity, retirement and tax planning, 401(k) and 403(b) planning, college plans, estate plans, money purchasing and profit sharing plans, life insurance, and long-term care insurance.

The office sits on S Kanner Hwy in Palm City, FL.