Investment Planning Group - Stuart, Florida

Investment Planning Group, located at Address: 740 SE Indian St, Stuart, FL 34997, is a renowned financial services provider. With a phone number: 722334315, they are easily accessible and ready to assist with your financial needs. Their website, planipg.com, offers valuable information about their services and team.

This group of professionals specializes in various financial areas, including:

Financial planner
Certified public accountant
Finance broker
Financial institution
Insurance broker
Stock broker

They cater to a wide range of clients, providing personalized financial solutions. Investment Planning Group is dedicated to helping you achieve your financial goals through expert guidance and innovative strategies.

Their office is equipped with a wheelchair accessible entrance, parking lot, and restroom, ensuring a comfortable experience for all clients. Appointments are recommended for personalized service.

Client testimonials are an essential aspect of evaluating a business. Investment Planning Group has 4 reviews on Google My Business, with an impressive average opinion: 5/5. These reviews demonstrate their commitment to customer satisfaction and exceptional service.

Reviews of Investment Planning Group

William Slovak

5/5

I cannot express enough how grateful I am for the investments Steve has done managing my account. His expertise & attention to detail has provided me with reassurance especially during these unpredictable times. He is a great financial advisor & listener. Steve has helped me keep things into perspective with the utmost integrity preparing me for great things in the future.

Baby B Mario

5/5

A very professional, dedicated, and knowledgeable business. Steve and his associates are always focused on their clients best interest. I've had nothing but a positive experience, and a feeling of confidence with Steve and his company.

Lisa Teetor

5/5

I feel very confident in St eve's direction and care with my retirement funds. He spent time at the beginning learning about my financial goals and meets with me regularly to be sure I am on track. There are plenty of financial consultants to choose from but I feel very secure where I am.

JC Consulting

5/5

Steve and his team are phenomenal. I feel very secure knowing that they are ones making decisions about my money. Very personable as well.