Business banking solutions in Stuart, Florida

Merrill Lynch Financial Advisor Kelley P Sullivan, located at 2301 Southeast Monterey Road, Stuart, Florida, United States, is a finance institution dedicated to providing exemplary client service. Kelley Sullivan has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, showcasing a commitment to personalized wealth management strategies tailored to individual goals and priorities. Kelley Sullivan follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, clients can receive a personalized financial plan centered on their goals. By understanding each client's unique financial situation and aspirations, Kelley Sullivan works to design and implement a plan to help manage, grow, and preserve wealth while considering long-term impacts.

Apex Tax Defense LLC offers tax resolution services for individuals and businesses, located at 900 Southeast Federal Highway, Stuart, Florida, United States. The team at Apex Tax Defense is dedicated to eliminating any fear or anxiety you may have about dealing with the IRS. They will represent and protect you in front of the IRS, helping you to formulate an effective plan to get your finances back on track without having to directly communicate with the IRS. The professionals at Apex Tax Defense specialize in resolving issues such as delinquent taxes, bank levies, and payroll tax problems. They are committed to keeping clients informed and understanding their unique situations in order to provide the most effective solutions to their tax problems.