Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

Dan Delzingaro joined First Command Financial Services as a Financial Advisor in April 2022, following a 30-year career in the United States Air Force, where he attained the rank of Chief Master Sergeant. Dan understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared... Read More about First Command Financial Advisor - Dan Delzingaro, RICP®

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Steve Esala is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Satellite Beach, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Steve Esala - Thrivent

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Melbourne is here for you, serving the areas of Palm Bay, Viera and the Space Coast. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your... Read More about Edelman Financial Engines

In Satellite Beach, Savant Wealth Management’s team provides fiduciary, fee-only financial guidance to individuals, families, and business owners. Our advisors offer perspective across financial planning, investment strategy, and retirement considerations, with a focus on long-term priorities. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types... Read More about Savant Wealth Management

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Eric Hoppenbrouwer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Melbourne, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Eric Hoppenbrouwer - Thrivent

At Gallagher, we're more than just a global insurance broker - we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first... Read More about Gallagher Insurance, Risk Management & Consulting

OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your unique personal needs into a customized strategy. Our comprehensive suite of solutions helps you align your Planning, Investment, and Stewardship decisions with what you value most. We're driven by our mission to help stewards thrive in... Read More about OneAscent Wealth Management

Founded in 1952, Republic Finance is a BBB-accredited company that offers a wide range of personal loan products, delivering flexible lending solutions with a longstanding commitment to exceptional customer service. Our team is dedicated to helping West Melbourne residents achieve their financial goals with personalized loan solutions right in their own backyard.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Melbourne, FL live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents and... Read More about Bankers Life

The Melbourne, FL, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More about Wealth Enhancement Group

OakStone Financial exists to turn uncertainty into security and dreams into lasting legacies. Every family’s story is unique. We don’t sell policies-we design protection around real lives. Trust is our foundation. We act transparently, ethically, and in our clients’ best interests-always. And finally We believe wealth should grow with meaning, aligned with values, family, and long-term vision.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Indian Harbour Beach, FL area, Joel Targgart will take the time to understand you and your goals, as well as... Read More about Joel Targgart - Financial Advisor, Ameriprise Financial Services, LLC

At Reimbold & Miller, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Indian Harbour Beach, FL... Read More about Reimbold & Miller - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melbourne, FL area, Joseph J Townsend will take the time to understand you and your goals, as well as those... Read More about Joseph J Townsend - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Melbourne, FL area, Ken Chan will take the time to understand you and your goals, as well as those changing... Read More about Ken Chan - Financial Advisor, Ameriprise Financial Services, LLC

Like other financial advisors Scott offers access to stocks, bonds, funds, and money management, but also all types of annuities, and exposure to non-correlated alternative Assets, like what some of the largest endowments like those at the universities of Yale & Harvard, use as they seek to reduce risk and improve overall returns. Scott also offers access to many FDIC... Read More about Atlantic Financial Advisors

Lawley & Associates Certified Public Accountants

Dany Rendon joined First Command Financial Services as a Financial Advisor in January 2022. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of UCF with a Master’s degree in Health Care Administration, Dany holds Series 7, 66, SIE securities licenses plus life and health insurance... Read More about First Command Financial Advisor - Dany Rendon

Tyler Witzel joined First Command Financial Services as a Financial Advisor in January 2019. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of Coker College with a Bachelor’s degree in Exercise Science, Tyler holds Series 7 and Series 66 securities licenses plus life and health... Read More about First Command Financial Advisor - Tyler Witzel, RICP®

Jacob Miller joined First Command Financial Services as a Financial Advisor in August 2024, following a 4-year career in the United States Army, where he attained the rank of Specialist. Jacob understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Jacob has... Read More about First Command Financial Advisor - Jacob Miller

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Kam Snow

First Command's Financial Advisors in Indian Harbour Beach, FL are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

Laura is a managing partner and financial advisor in Savant’s Satellite Beach and Orlando, FL offices. She has a membership interest in Savant. Laura is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. Laura has... Read More about Savant Wealth Management - Financial Advisor: Laura K. Chiesman