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2024

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Best Financial Advisors in Hollywood, FL

Our Recommended Top 10

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

44Reviewed

30Curated

10Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Hollywood, FL
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Hollywood, FL

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Hollywood? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

4651 Sheridan Street, Hollywood, FL 33021

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

MCA Cross Border Advisors Inc. is a financial advisory services firm that serves the Hollywood metro. The firm focuses its services on four types of clients: relocating professionals, American residents moving to Canada, Canadian residents moving to the US, and US citizens living in Canada. Because of the complexity of relocating and the multiple jurisdictions taking over when crossing borders, the company assists its clients with tax matters, investment management, health coverage and insurance, estate planning, and retirement preparation. Its services are available in French.

  • Certified Financial Planner (CFP)
  • Tax Preparation

20900 West Dixie Highway, Aventura, FL 33180

Expertise.com Rating

Review Sources

Google
4.0 (7)

Why choose this provider?

Frye Financial Center is an independent, full-service wealth management company that serves clients in Hollywood. For more than 30 years, it has been offering financial services to private individuals and business owners. It helps private clients in building assets, preserving family wealth, insulating against inflation and volatility, and planning retirement distribution and income generation. For business owners, this company guides them in employment contracts, formation and entity structuring, coordination of business asset protection planning, operation, and succession planning or transference.

  • Private Wealth Advisor

3878 Sheridan Street, Hollywood, FL 33021

Expertise.com Rating

Why choose this provider?

BlueKey Wealth Advisors has been catering to individuals and businesses in Hollywood and the surrounding areas since 2005. It offers investment management services, such as financial situation identification, investment strategies, monitoring, and risk tolerance determination. In addition, the firm provides charitable, estate, financial, retirement, and tax planning. Amaury Cifuentes, a managing partner, brings more than 30 years of experience in the banking and finance industries. He holds the Certified Financial Planner and Certified Medical Planner designations.

  • Retirement Planning

4000 Hollywood Boulevard, Hollywood, FL 33021

Expertise.com Rating

Review Sources

Facebook
4.4 (7)
Google
5.0 (1)

Why choose this provider?

NPC Financial is a third-generation company that delivers a wide range of financial services to Hollywood residents. It assists clients with planning their estate properties, retirements, financial matters, and businesses, as well as employee benefits solutions. The firm has been catering to the needs of its clients since 1951. Over the years, NPC Financial has served 10,803 clients and paid 15 million life insurance claims and 6.5 million disability insurance claims. It extends its services to Miami and West Palm Beach residents.

  • Estate Planning
  • Certified Financial Planner (CFP)

200 South Biscayne Boulevard, Miami, FL 33131

Expertise.com Rating

Why choose this provider?

Oliva, Rivero & Fava is a financial consultancy office catering to clients in Hollywood. Under the Morgan Stanley investment group, its financial advisors help clients preserve and cultivate their personal wealth. They provide insights on wealth management, alternative investments, and asset management. They also offer professional portfolio management services and various lending products. Eduardo Oliva, one of the office's senior vice presidents, is a Certified Financial Planner with nearly 30 years of industry experience. He holds FINRA Series 3, 7, 24, 31, and 63 licenses.

  • Certified Financial Planner (CFP)

19950 West Country Club Drive, Aventura, FL 33180

Expertise.com Rating

Review Sources

Google
4.7 (14)

Why choose this provider?

Morris C. Esquenazi is a Certified Financial Planner and financial advisor who serves individuals and families in Hollywood. He and his team provide wealth management services to help clients grow and sustain long-term wealth that will support their goals and aspirations. They also assist clients in planning for their finances, life insurance, disability income, retirement, and business succession. Since 2011, Morris has been representing Northwestern Mutual Investment Services, LLC, which was among the top 10 U.S. independent investment broker-dealers in 2020.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

2699 Stirling Road, Fort Lauderdale, FL 33312

Why choose this provider?

Associated Financial Consultants & Investor Services has been serving clients in the Hollywood area since 1972. It is an independent boutique firm that caters to individuals, families, and business owners. The firm offers financial planning and wealth management services, which include investment selection, asset allocation, and tax management. It also provides life, disability, and long-term care insurance. Moreover, the firm has an NFLPA Registered Player Financial Advisor that caters to the needs of the sports and entertainment industry.

  • Certified Financial Planner (CFP)
  • Retirement Planning

4700 Sheridan Street, Hollywood, FL 33021

Expertise.com Rating

Why choose this provider?

KR Financial Services caters to clients in and around Hollywood. The company's services focus on portfolio management. Its staff can make portfolio investment strategies tailored to the client's needs. They can also handle asset and risk management, as well as retirement and estate planning. Founder Jeffrey B. Koch has over two decades of experience in the financial services industry and a background in accounting. He is a member of the Financial Planning Association and AGN International.

  • Estate Planning
  • Tax Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
MCA Cross Border Advisors Inc.
4651 Sheridan Street, Hollywood, FL 33021
Frye Financial Center
20900 West Dixie Highway, Aventura, FL 33180
Blue Key Wealth Advisors
3878 Sheridan Street, Hollywood, FL 33021
NPC Financial
4000 Hollywood Boulevard, Hollywood, FL 33021
Oliva, Rivero & Fava
200 South Biscayne Boulevard, Miami, FL 33131
Morris C. Esquenazi
19950 West Country Club Drive, Aventura, FL 33180
Associated Financial Consultants & Investor Services
2699 Stirling Road, Fort Lauderdale, FL 33312
KR Financial Services
4700 Sheridan Street, Hollywood, FL 33021

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.

  • What advantages can retirees in Hollywood gain from utilizing retirement income planning strategies?

    For retirees in Hollywood, implementing retirement income planning strategies ensures a dependable and long-lasting stream of income, enabling them to achieve their dream retirement lifestyle. These strategies, which include Social Security, annuities, liquidating investments, and pensions, afford financial stability by providing ongoing revenue and reducing the risk of exhausting their resources too soon. Often, a blend of these strategies is employed to maximize the benefit of their retirement savings.

  • What differentiates a broker from an advisor for individuals in Hollywood seeking wealth management advice?

    When it comes to wealth management practices in Hollywood, the key distinction between brokers and advisors stems from their respective legal responsibilities. Brokers are mandated to propose investment strategies that they find appropriate for their clientele. Conversely, advisors carry a fiduciary duty, meaning they must recommend investment options that primarily serve their client's interests, even superseding their own. Despite offering investment counsel and account management, their methods and experiences can considerably diverge.

  • How can retirees in Hollywood address inflation?

    To counteract inflation, Hollywood's retirees are advised to factor it into their retirement planning. This could involve estimating an annual inflation rate, generally around 3%, within their financial assessments. Utilizing a freely accessible online inflation calculator or consulting with a finance professional can aid this endeavor. These inflation adjustment measures support the longevity of their financial strategy, strengthening their ability to accomplish estate and legacy goals.

  • What benefits can individuals in Hollywood with multiple investment accounts gain from account consolidation?

    Account consolidation offers several advantages to individuals in Hollywood who have numerous investment accounts. It provides a clearer overview of their assets and how they stack up against long-term financial targets. Consolidation also simplifies the process of rebalancing portfolios and capitalizing on tax losses at a household level, thereby ensuring their financial plans remain resilient in varying circumstances. This mainly benefits dual-income households, where account disarray is often intensified.

  • How can a debt management plan assist individuals in Hollywood facing overwhelming debts?

    Hollywood residents burdened by substantial debt or finding it challenging to honor their financial obligations can find relief through a debt management plan. Often recommended by a credit counseling agency, this plan offers a significant advantage by reducing the total monthly amount paid to creditors. By enrolling in a debt management plan, individuals can effectively manage their payments without putting excessive pressure on their income.

  • 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.