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Best Financial Advisors in Davie, FL

Our Recommended Top 10

We did the research for you!

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  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Davie Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

31Reviewed

22Curated

10Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

1250 S. Pine Island Road, Suite 275, Plantation, FL 33324

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Northstar Financial Planners, Inc., is a company based in Plantation. This financial advisory firm serves individuals, couples, families with special needs, pre-retirees, and special-risk employees throughout Davie. It assists clients in determining their goals and helps them in developing financial strategies. It also offers wealth management, investment consulting, and advanced planning services. Allen Giese, president of the firm, is a Chartered Special Needs Consultant, Chartered Life Underwriter, and Chartered Financial Consultant. He has been in the financial advisory industry since 1991.

  • Certified Financial Planner (CFP)

500 East Broward Boulevard Suite #1710, Fort Lauderdale, FL 33394

Expertise.com Rating

Review Sources

Google
4.6 (33)

Why choose this provider?

Freedom Advisory, LLC, is an independent advisory firm that serves clients in Davie and the surrounding communities. Its wide array of wealth management services includes determining the right investment strategies, recommending appropriate insurance coverages, managing taxes, preparing for or transitioning into retirement, and leaving assets to their families. For over 13 years, the full-time fiduciary wealth management has been offering financial planning advice to the Hispanic market. It also serves clients in Puerto Rico and the U.S. Virgin Islands.

  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

9720 Stirling Rd. Suite 108, Cooper City, FL 33024

Expertise.com Rating

Review Sources

Google
4.4 (45)

Why choose this provider?

Tree of Life Wealth Advisory Group offers investment advisory and asset management in the Davie area. The firm's advisors assist clients in the financial planning process in learning about what is important to them, defining their goals, and unearthing any worries they may have. The firm also offers estate and legacy planning, retirement income solutions, insurance risk management, and financial education workshops. Olga C. Espiritu, CFP®, the company's founder, worked for 11 years at a Wall Street investment firm.

  • Retirement Planning

1250 South Pine Island Road #350, Plantation, FL 33324

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Legacy Wealth Management offers a broad range of services, including financial planning, asset management, risk management, trust services, and environmental, social, and governance investing. Serving its clients in Davie, the firm's team has a collective experience of a century and a half in complex financial matters. Managing principal and CIO Tony DuBose co-founded the firm. He holds an Accredited Investment Fiduciary designation and has more than two and a half decades of experience as a wealth advisor.

  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

7901 SW 6th Court, Suite 320, Plantation, FL 33324

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Located in Plantation, Integrity Wealth Planning caters to clients across Davie. It helps individuals manage their assets through financial planning solutions, including retirement, education, and insurance planning. The company also works with lawyers to provide estate planning services. Its other solutions include investment management, and it has experience with assets like stocks, government securities, and bonds. Founder Susan Hurschman has over 30 years of experience in the finance field. She is a Certified Chartered Financial Consultant by The American College.

  • Certified Financial Planner (CFP)

4807 S State Rd 7, Davie, FL 33314

Expertise.com Rating

Review Sources

Google
5.0 (54)
Facebook
4.1 (20)
Yelp
1.0 (1)

Why choose this provider?

Empire Tax Service serves individuals and businesses in Davie. It helps clients achieve their financial goals through an array of financial planning services that include credit repair, business consulting, tax planning and preparation, and wealth accumulation. To keep themselves updated on new laws, regulations, and techniques, its tax preparers participate in continuous training and seminars. The owner, Revel DeSouza, has more than 14 years of experience working in the real estate, tax preparation, and mortgage industries.

  • Tax Planning
  • Tax Preparation

7860 Peters Road Suite F-107, Plantation, FL 33324

Expertise.com Rating

Review Sources

Google
4.9 (99)
Facebook
5.0 (30)
Yelp
4.0 (5)

Why choose this provider?

Advanced Tax Advisors serves individuals and businesses in Davie. It provides a wide range of financial and tax services that include retirement planning, financial statement preparation, and IRS tax audit representation. It helps real estate professionals and Amazon sellers facilitate compliance with applicable standards, rules, and regulations. Founder Jose A. Ramirez is a corporate accountant who is committed to helping businesses develop cash-saving systems. He is a member of the National Association of Enrolled Agents.

  • Tax Planning
  • Tax Preparation
  • Retirement Planning

150 S. Pine Island Road, Suite 360, Plantation, FL 33324

Expertise.com Rating

Review Sources

Google
5.0 (20)
Facebook
5.0 (3)

Why choose this provider?

Financial 1 Tax is a full-service elder law, estate, retirement, and tax planning firm serving Davie. It advises clients on investment and tax strategies to help them reach their financial goals and preserve their wealth. Clients who are either retired or contemplating retirement can also opt for a variety of services including Roth IRA conversion strategies, social security tax reduction, and estate, tax, and will planning. Its personalized service includes legal assistance regarding wills and trusts. The firm has locations in Miami, Baltimore, and the Greater DC metro.

  • Tax Planning
  • Retirement Planning
  • Financial Planning

19950 W Country Club Dr Suite 802, Aventura, FL 33180

Expertise.com Rating

Review Sources

Google
4.7 (14)
Facebook
5.0 (3)
Yelp
3.0 (2)

Why choose this provider?

Morris C. Esquenazi is a financial advisor for Northwestern Mutual Wealth Management Company who offers advice on financial planning, insurance, investments, employee benefits, and executive services for clients in Davie. He helps them with retirement, disability, and long-term planning by teaching them how much to save and where to keep it. He also guides them on how to manage risks when handling estate, business, special needs, and education planning. Esquenazi has been providing financial management solutions for the past 10 years.

  • Financial Planning

1000 S. Pine Island Road, Suite 450, Plantation, FL 33324

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Tobias Financial Advisors offers wealth management solutions to families and individuals in the Davie metro. Its range of services includes cash flow and investment management and retirement and estate planning. The company also deals with college, legacy, and charitable planning. In addition, it creates wealth transfer and tax planning strategies to help clients secure financial protection. Tobias Financial Advisors has been in business since 1980. Its team brings over 40 years of combined industry experience.

  • Estate Planning
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Northstar Financial Planners Inc.
1250 S. Pine Island Road, Suite 275, Plantation, FL 33324
Freedom Advisory, LLC
500 East Broward Boulevard Suite #1710, Fort Lauderdale, FL 33394
Tree of Life
9720 Stirling Rd. Suite 108, Cooper City, FL 33024
Legacy Wealth Management
1250 South Pine Island Road #350, Plantation, FL 33324
Integrity Wealth Planning
7901 SW 6th Court, Suite 320, Plantation, FL 33324
Empire Tax Service
4807 S State Rd 7, Davie, FL 33314
Advanced Tax Advisors
7860 Peters Road Suite F-107, Plantation, FL 33324
Financial 1 Tax
150 S. Pine Island Road, Suite 360, Plantation, FL 33324
Morris C. Esquenazi
19950 W Country Club Dr Suite 802, Aventura, FL 33180
Tobias Financial Advisors
1000 S. Pine Island Road, Suite 450, Plantation, FL 33324

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How do rising interest rates impact Davie's stock and bond prices?

    Rising interest rates have a detrimental effect on stocks in Davie since they make it harder for investors to borrow the money required to invest in development and growth. A rising interest rate can also negatively affect bond prices. Existing bonds' market prices fall as soon as rates are raised since new bonds with better yields for investors are bound to rapidly enter the market.

  • Why should you check the contract of your financial advisor in Davie before firing them?

    Before firing a financial adviser in Davie, it's crucial to study your contract or letter of engagement because the agreement may specify that you must give your advisor a specific length of notice beforehand. It could include specifics about the method of notification of the termination. The agreement might also indicate the costs of firing your financial advisor.

  • Which financial records should you carry to your initial consultation with a financial advisor in Davie?

    Your 401(k)s and IRAs, checking and savings accounts, insurance policies, credit cards, mortgages, car loans, student loan debts, brokerage accounts, medical debts, and tax returns are the typical documents you should bring to your meeting with a financial advisor in Davie. If your advisor asks for any relevant documents, you must be able to supply them immediately without having to scramble and struggle to retrieve them at the last moment.

  • Why is biweekly payment of your Davie student loan debt preferable to monthly payment?

    It is best to make biweekly payments on your Davie student loan debt rather than monthly ones because you will pay half of your monthly cost every two weeks rather than all at once. As a result, you'll pay more each year, shortening the time it takes to pay off the debt and cutting down on the interest it entails.

  • Can a life insurance policy in Davie pay for your medical costs?

    Yes. In Davie, some life insurance contracts offer a lifelong privileges rider that lets you advance a percentage of the death benefit's value if you're diagnosed with a terminal illness. You might use it to cover the cost of medical care or help with daily tasks to take care of your essential needs.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.