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  3. Port St Lucie
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New Financial Services Businesses in Port St Lucie, FL

9 financial services businesses recently registered in Port St Lucie, Florida.

Updated August 19, 2026 · Most recent business filing Jul 10, 2026

9
Total Filings
Jul 10, 2026
Most Recent
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About Financial Services Businesses in Port St Lucie

This page lists new financial services businesses registered in Port St Lucie, Florida. We currently track 9, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Earley Group, Merchant Advantage, and Dickerson Financial Services. The most recent financial services business filing was on Jul 10, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Port St Lucie, this is one of the freshest prospect lists in the market.

Use recent financial services registrations in Port St Lucie as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Earley Group

Jul 10, 2026
Financial ServicesVerifiedPort St Lucie, FL · Palm Beach Co.

The Earley Group provides financial forecasting and scenario planning services, including 12-month cash runway and integration with QuickBooks Online. The business is likely a small financial consulting firm operated by Matthew Earley, based on the LLC filing in Port St Lucie, Florida.

Merchant Advantage

Jun 25, 2026
Financial ServicesVerifiedPort St Lucie, FL · Palm Beach Co.

Merchant services provider based in Florida, offering payment processing solutions. The LLC is managed by William Perocier, with a principal address in Port St Lucie, FL, while the website lists an address in Aventura, FL.

Dickerson Financial Services

Jan 13, 2026
Financial ServicesVerifiedPort St. Lucie, FL · Palm Beach Co.

A financial services firm offering wealth management, business valuation, and related services, likely operated by individuals with the surname Dickerson.

Tally Financial Services

Nov 12, 2025
Financial ServicesVerifiedPort St. Lucie, FL · Palm Beach Co.

Provides specialized bookkeeping services for professional service firms such as medical, dental, and legal practices.

Burdette Financial Services

Jul 20, 2025
Financial ServicesVerifiedPort St. Lucie, FL · Palm Beach Co.

Burdette Financial Services, LLC is a financial planning firm based in Port Saint Lucie, FL, owned by Kathleen A. Burdette. The website offers services such as financial planning, investment advice, and insurance, targeting individuals and businesses. Contact information matches the LLC filing.

Forge Finance Firm

Apr 14, 2025
Financial ServicesVerifiedPort St Lucie, FL · Palm Beach Co.

A financial services firm offering education, empowerment, and tailored financial solutions to clients.

Wealth & Co.

Apr 4, 2025
Financial ServicesVerifiedPort St. Lucie, FL · Palm Beach Co.

A wealth management firm offering financial advisory services with offices in Florida and other southeastern states.

Limitless Processing

Dec 4, 2024
Financial ServicesVerifiedPort St Lucie, FL · Palm Beach Co.

The LLC filing indicates a payment processing business managed by Erica Spencer in Port St Lucie, FL.

Security First Financial

Jan 17, 2023
Financial ServicesVerifiedPort St. Lucie, FL · Palm Beach Co.

Security First Financial offers high-yield investments, annuities, life insurance, and long-term care funding. The site lists Neal Magenheim as a manager, matching the LLC filing. It is a small financial consulting firm based in Port St. Lucie, Florida.

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