Stuart City Financial Services - Stuart (FL)

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.

Eric Collins very impressed with quality of work and the professionalism of Gustavo and his team. Doing my taxes has never been easier. In and out with all of my work completed for me. The office is very quiet and comfortable. Will be returning to do my taxes next year!

Maria Isabel Pajón Naranjo The best insurance agent—attentive to detail, passionate about what he does, and committed to making sure you understand everything.

Desiree 5 Stars – Outstanding Lender Experience! I had an amazing experience working with Rick Durham during my home-buying journey. From start to finish, he was knowledgeable, responsive, and incredibly helpful. He took the time to explain every step of the process, answered all my questions, and made everything as smooth and stress-free as possible. Thanks to his support, I was able to buy my new home with confidence. I highly recommend him for anyone looking for a reliable and professional lender!

Nick Crum Working with Kurt was great. Highly recommend him and Evolution with financial advising and helping me set up my will.

Tee W I paid off my car today and had to thank everyone at Argentum for an awesome experience! First they gave me a loan on my dream car with bad credit. Then when I fell ill and could no longer work they were there for me offering suggestions and solutions. Last but not least their customer service team is always fun and uplifting I just never dreaded calling them for anything! No matter who I talked to they made me smile and laugh. I even asked if I could get another loan through them! Lol apparently it doesn’t work that way but they helped me build my credit so that I’m very grateful for. Thank you ladies and gents keep up the amazing job!

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Michael Steven If you have never discussed your future with a financial professional I HIGHLY suggest you do so. I used the same financial firm for almost 10 years. I also realized that they were NOT investing in my future and my funds were being washed down the drain. 6 months ago I met with Nick Vizzi and he was 100% up front with me about EVERYTHING my previous firm was doing wrong (for their own benefit). Nick sat me down and explained what he would do if he was in my position. Looking back this was the best financial decision I made for my family in 2016!