2026
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LicensingUser ReviewsMystery Shopping CallsOur 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.
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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.
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.
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.
(7)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.
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.
(13)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.
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.
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.
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.
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.
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.
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.
