Life Resource Planners of the Treasure Coast - Vero Beach, Florida

Life Resource Planners of the Treasure Coast: A Comprehensive Guide

Life Resource Planners of the Treasure Coast is a reputable financial planning firm located at 1717 Indian River Blvd STE 301, Vero Beach, FL 32960. The company specializes in providing financial planning and consulting services to individuals and families in the Treasure Coast region. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future.

Specialties and Services

• Financial Planner: Life Resource Planners offer personalized financial planning services tailored to each client's unique needs and circumstances.
• Financial Consultant: Their financial consultants provide expert advice and guidance on investment strategies, retirement planning, and wealth management.

Accessibility and Additional Information

The office is equipped with a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. It is recommended to make an appointment prior to visiting the office to ensure the best possible service.

Client Reviews and Opinions

Life Resource Planners of the Treasure Coast has received 3 reviews on Google My Business, with an impressive average rating of 4.3 out of 5 stars. Clients appreciate the personalized attention and expertise provided by the firm's financial planners and consultants. However, some clients have expressed concerns about the lack of follow-up and availability after the initial consultation. Despite this, many clients highly recommend proceeding with caution and thoroughly evaluating the company's services before hiring them.

Final Recommendation

If you are seeking professional financial planning and consulting services in the Treasure Coast area, Life Resource Planners of the Treasure Coast is a reputable option to consider. Their team of experienced professionals is committed to helping clients achieve their financial goals and secure their financial future. To learn more about their services and how they can assist you, visit their website at liferesourceplanners.com or contact them directly at 725677970. Don't hesitate to take the first step towards securing your financial future by reaching out to Life Resource Planners of the Treasure Coast today

👍 Reviews of Life Resource Planners of the Treasure Coast

Sheri F.

3/5

Proceed with caution before hiring this company:

I hired Teri Heckman to help my mother with filing for VA Benefits & Medicaid Eligibility.

Pros: Received approval for VA Benefits in 4 months time.

Cons: 8 months after filing and needing additional assistance with VA paperwork, they are not available. I have not heard anything regarding Medicaid to this date.

Ron B.

5/5

Terri Heckman is the best.

Karol C. B.

5/5