Keaney Financial Services Corp. - Stuart (FL)

Keely Maglaughlin I wanted to say Thank You to Mark Vernick for being such an easy person to talk to. When you are looking for a financial planner, sometimes it can be intimidating. Mark is so kind and NO pressure. He provides you with information and suggestions....but no pressure. I cannot recommend him to enough people.

Vickey Champion I started going about a month ago ,and l love it there it gets me out of the house,and occupies my time, The staff there are wonderful , everybody is nice and friendly,I appreciate having a pl

Robert Hoy I have been working with this company for many years and they are great! They even took the time to get the right life insurance product for me by educating me a bit and I now have my first policy through them! Highly recommend!

Forbes Amanda “Mandy” I love this place! Once a month I get to go to Lake Butler and I always stop by here and get lunch before I head back to Ocala! They are so friendly and kind!

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

Nancy Lightbody Ive been with Blue Wave Wealth Management for a long while, and I can confidently say that choosing them for my financial planning was one of the best decisions I’ve ever made. Thanks to their expert guidance, I’m now enjoying a comfortable and stress-free retirement. Joe Salahshour has been my trusted advisor . His experience, attention to detail, and genuine care for his clients truly set him apart. He doesn’t just manage money—he builds lasting relationships. Joe has always treated me like family, and he’s done incredibly well by both me and my loved ones. I have full confidence in his advice and his approach to wealth management. If youre looking for someone who will always put your best interests first, I highly recommend Blue Wave Wealth Management and Joe Salahshour.