Best Financial Advisors in Wellington, FL

CEO Financial Services is a family-owned and family-operated business that serves individuals, businesses, and families in Wellington. It advises clients on financial well-being strategies, such as retirement planning, money management, college planning, insurance and risk management, and tax planning. It also caters to businesses in need of asset protection, providing financial solutions, including management, strategic analysis, annual insurance review, monthly financial reporting, and human resources. One of the advisors, Carol O’Neil, brings over 25 years of industry experience. She holds a Certified Financial Divorce Analyst designation.

Established in 2010, Davis Private Wealth, LLC, is a family-owned company that serves business owners, working professionals, and families in Wellington and nearby locations. It offers a wide selection of financial planning services, which include household budgeting, estate and insurance review, and retirement and college planning. The firm also assists attorneys, accountants, and doctors in creating customized tax-related plans. Its founder, Josh Davis, is a CPA. He is a member of the NAPFA and the FPA.

Carreras Financial Services Inc. caters to individuals, families, and business owners in Wellington. It provides retirement, investment, and estate planning solutions to help clients achieve their financial goals. The company assists clients in creating estate plans, which include the division of their current and future assets. Its specialists also process long-term care, health, and life insurance policies to protect customers from financial losses caused by unexpected events. Founder Tom Carreras has been in the industry for over five decades.

Feiertag Financial Services has been working with clients in and around Wellington since 1982. As a full-service wealth management firm, its advisors develop investment strategies, provide investing and financial consulting, help build personal wealth, identify the proper type and amount for insurance, find long-term care insurance, and plan for financial independence and retirement. Founder Steven Feiertag completed his Certified Financial Planner designation in 1986 and served as the president of the New York Connecticut Association of Tax Professionals.

Physicians Wealth Care, LLC, serves Wellington metro residents seeking greater financial stability. The independent advisory firm provides guidance in various financial areas, including income and retirement planning, risk management, taxation, and business and estate planning. Its goal is to implement a plan tailored to clients' current circumstances and financial outlook; it draws up a roadmap that presents clients with all of the possible paths they can take to better pursue their goals. Ed Maass, the firm's principal, has been in the industry since 1982.

Froehlich & De La Rua CPA Firm LLC offers financial advisory services for individuals and businesses in Wellington. Its team helps clients project income taxes, educating them about the impact of possible future transactions on their taxes. The professionals also develop financial plans for individuals looking to prepare for retirement and plan family taxes. They work with various professionals such as insurance specialists, brokers, attorneys, and business consultants during the financial planning process. Other services include wealth management and accounting.