Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Investment Management

          Showing: 3,579 results for Investment Management
          near Melbourne Beach, FL

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Wells Fargo Advisors

          Investment Security, Financial Services, Financial Planning Consultants ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • IL
          • MO
          not BBB accredited
          (314) 955-3000

          503 5th Ave # A,
          Indialantic, FL 32903-4275

          Bankers Life Securities, Inc

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • USA
          not BBB accredited
          (844) 553-9083

          1901 S Harbor City Blvd Ste 715,
          Melbourne, FL 32901-4772

          Borde & Associates P.A.

          Insurance Services Office, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          • Indian River County, FL
          • Orange County, FL
          • Volusia County, FL
          • FL
          Accredited BusinessAccredited Business
          (321) 252-2340

          1900 S Harbor City Blvd Ste 328,
          Melbourne, FL 32901-4790

          Gear & Buchanan Wealth Management, Inc.

          Wealth Management, Retirement Planning Services, Investment Management ...

          BBB Rating: A+
          not BBB accredited
          (321) 345-9922

          366 N. Babcock St. Suite 103,
          Melbourne, FL 32935

          Niki Jones Allstate Agency

          Insurance Services Office, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (321) 773-3394

          660 E Eau Gallie Blvd Unit 104,
          Indian Harbour Beach, FL 32937-4252

          Leonard Financial Group

          Retirement Planning Services, Life Insurance, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Brevard County, FL
          Accredited BusinessAccredited Business
          (321) 259-6239

          2955 Pineda Plaza Way Ste 126,
          Melbourne, FL 32940-7306

          McEnerney Tax Advisory Group

          Financial Planning Consultants, Financial Services, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (321) 259-9335

          6767 N Wickham Rd. Ste. 400,
          Melbourne, FL 32940-1988

          McEnerney Tax Advisory Group

          Financial Planning Consultants, Financial Services, Tax Consultant ...

          BBB Rating: A+
          not BBB accredited
          (321) 259-9335

          1329 Bedford Dr STE 2,
          Melbourne, FL 32940-1988

          Steve Scott Financial Services LLC

          Financial Services, Financial Planning Consultants, Retirement Planning Services ...

          BBB Rating: NR
          not BBB accredited
          (321) 806-3419

          150 Fortenberry Rd # C,
          Merritt Island, FL 32952-3681

          Wells Fargo Advisors

          Investment Security, Financial Services, Financial Planning Consultants ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • IL
          • MO
          not BBB accredited
          (314) 955-3000

          262 E Merritt Island Cswy Ste 3,
          Merritt Is, FL 32952-3406

          Everbank

          Bank, Financial Services, Mortgage Lenders ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • 32202
          not BBB accredited
          (904) 281-6000

          925 N Courtenay Pkwy #25,
          Merritt Island, FL 32953-4559

          Everbank

          Bank, Financial Services, Mortgage Lenders ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • 32202
          not BBB accredited
          (904) 281-6000

          925 N Courtney Pkwy., #25,
          Merritt Island, FL 32953

          EverBank Financial Corp.

          Bank, Financial Services, Mortgage Lenders ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • 32202
          not BBB accredited
          (904) 281-6000

          925 N Courtenay Pkwy #25,
          Merritt Island, FL 32953-4559

          EverBank Financial Corp.

          Bank, Financial Services, Mortgage Lenders ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • 32202
          not BBB accredited
          (904) 281-6000

          202 North Harbor City Blvd. ste 100,
          Melbourne, FL 32953

          EverBank Financial Corp.

          Bank, Financial Services, Mortgage Lenders ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • 32202
          not BBB accredited
          (904) 281-6000

          925 N Courtney Pkwy., #25,
          Merritt Island, FL 32953

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.