Best Financial Advisors in Plantation, FL

Coastal Wealth is a financial planning company that serves clients in the Plantation area. It aims to render collaborative solutions through holistic financial planning by identifying clients' unique situations. Its offers include risk management planning, estate planning, tax planning, investment strategizing, and asset allocation services. The company is headed by Jeremy M. Straub, co-author of "Cracking the Code to Success." Coastal Wealth is a general agency of MassMutual, an insurance company that has been operating since 1851.

North Star Financial Planners Inc. is an investment advisory firm serving clients in Plantation. It helps individuals build a personalized plan aimed at reaching their goals and dreams for retirement. It also guides special risk employees about how the Florida Retirement System works. It extends its financial planning services to families that include children with special needs. Since its founding in 2000, the firm has been dedicated to helping clients make better decisions with their finances.

Singer Wealth is an investment advisory firm serving Plantation. It offers a range of services, including asset protection, retirement income, long-term care, and tax-efficient strategies. Other services include IRA legacy planning and wealth management. It advises clients on how to best utilize their assets and assists in developing plans that help them prepare for a successful retirement. It also educates them on the products that align with their goals, including 401(k) rollovers, annuities, insurance, investments, and IRAs.

Fallenbaum CPA & Advisors, LLC, is a full-service wealth management firm serving Plantation and the surrounding areas. It specializes in assisting small to medium-sized businesses with their business advisory and accounting tax needs. The firm also serves individuals, providing planning and advisory, investment management, and asset protection services. Its planning solutions include working closely with the clients to determine their short- and long-term financial objectives. The firm incorporates the latest technologies in its services by serving international clients.

AID Wealth Management is a team of financial advisors serving individuals, families, and business owners in Plantation. It offers a wide range of financial planning services, including cash flow planning, debt management, retirement planning, investment advice, business succession, and insurance needs analysis. Its process includes the identification of clients' risk and tolerance objectives, implementation, creation of objective portfolios, and monitoring and annual review. The firm's founder, Marc Lowell, began his career as a Chartered Life Underwriter and financial consultant.

Tree of Life Wealth Advisory Group provides financial guidance to clients in the Plantation metro and the surrounding areas. Its financial advisor, Olga C. Espiritu, has received training in 72 areas of financial expertise. She offers a variety of services such as estate and legacy planning, tax-efficiency planning, and retirement planning. She also provides financial education workshops to help clients make sound financial decisions. Olga is a Certified Financial Planner and a member of the Financial Planning Association.

Integrity Wealth Planning is a team of financial professionals that serves the Plantation community. Its professionals conduct financial planning that covers investing, education funding, retirement income strategies, portfolio risk analysis, and life insurance coverage. They are also knowledgeable in providing assessments and recommendations about investments, which include common stocks, bonds, brokerage accounts, annuities, and government securities. Its founder, Susan Hurschman, brings over 39 years of financial industry experience and has received the retirement planning program certificate of completion from The University of Pennsylvania’s Wharton School of Business.

Freedom Advisory, LLC is an independent firm that has been serving Plantation and surrounding communities since 2008. It offers a wide range of services including financial planning and consulting, income and withdrawal strategies, insurance and estate planning, investment management, and college planning. Its process includes evaluating the client's financial situation and continuously monitoring the progress of the implemented strategies. The firm's founder, Eduardo Ramos, is a CPA who attends continuing education to stay current on industry tools and procedures.

Serving the Plantation metro, The Friedlander Group works with families and individuals who want to build multi-generational wealth management strategies and executives who are undergoing job changes or are in the process of retiring. The firm provides executive financial, estate planning, and philanthropic services. It also assists with sustainable investing and 401(k) rollovers. Founder Randy Friedlander serves as a senior vice president at Morgan Stanley. He is a Certified Investment Management Analyst who has over two decades of industry experience.

Legacy Wealth Management provides financial advisory services to individuals in the Plantation area. The company focuses on guiding clients in managing their finances by offering retirement and tax planning, investment analysis, and cash flow management services. These services help individuals save for their children's educational funds and their families' insurance needs. It also serves clients who wish to prepare for the future of their loved ones and assets by drafting and creating estate planning documents.

Fortune 360 Group LLC helps people and businesses based in Plantation manage their finances. It comprises financial advisors who employ a revolutionary strategy called The 360 Advantage that involves ongoing guidance and tailored tactics. They offer financial planning services, including the creation and upkeep of a unique plan, specific and detailed long-term planning, tax minimization strategies, and plan and investment strategy alignment. Financial advisor Dustin Jones has been in the financial industry for over a decade. Jones holds both FINRA Series 7 and 63 securities licenses.

Benchmark Financial is a boutique financial planning firm that serves clients in the Plantation metro and its surrounding communities. The company offers a variety of financial products, including investment options and insurance policies. It also assists clients with tax and estate planning, retirement, and wealth management. Its founder, William Howard, is currently the Treasurer of the Greater Fort Lauderdale Sister Cities International, a non-profit that aims to create long-term community partnerships between Fort Lauderdale and other cities.