Best Financial Advisors in Weston, FL

Joshua Nadal is a financial advisor who serves clients in the Weston metro and its surrounding communities. He helps small business owners with establishing and maintaining strategies that aim to secure the stability and security of their finances and other assets. He also devises retirement income strategies to help clients prepare for and enjoy their leisure years and their retirement. He also offers insurance protection, in keeping with his priority of helping clients safeguard against risks. Nadal is a representative of the Transamerica Financial Advisors.

Myriad Capital Private Wealth Management is an independent, privately held company. It offers comprehensive financial management services to busy professionals, families, family-owned companies, and trusts in Weston. The firm's goal is to assist clients in increasing and preserving their wealth. It does this by offering securities through JW Cole Financial and guidance through JW Cole Advisors. President and CEO Riad Shanawany is a CFP and a Chartered Retirement Planning Counselor with more than two decades of financial services experience.

Rassler Financial Strategies caters to the wealth management needs of clients in Weston. Founder Scott Rassler, a financial adviser with Eagle Strategies, offers the firm's solutions for business, investment, and education planning. He also creates plans to meet his clients' goals for retirement and their children's education. In addition, he offers life, long-term care, and disability income insurance, as well as annuity products. Rassler is a qualifying and life member of the Million Dollar Round Table. His designations include CFS and CLU.

My CPA offers financial and tax planning solutions to individuals and businesses in Weston. Its professionals develop plans to organize clients' financial resources, such as business ventures and income. They prepare and file customers' tax returns, represent them in IRS and FDR audits, and provide advice on dispute resolution. The company also offers business consulting to entities such as LLCs and S-corporations. Partner Tania C. Garces was instrumental in the overall asset management of an international client that houses prominent luxury resort brands and executives.

Mike Lynch, CFP, addresses the financial planning needs of clients in Weston. He works with customers to create a strategy based on their time horizon, risk tolerance, current financial situation, and short and long-term goals. Lynch offers services such as investment analysis, insurance analysis, estate planning, and retirement planning. He also works as a Lincoln Financial Securities Corporation advisory representative. Lynch has been in the financial industry for 25 years and has conducted more than 200 public seminars on financial planning.

Jay Shapiro & Assoc’s, CPA’s, PA, caters to clients in the Weston metro and its surrounding areas. It provides clients with numerous financial services, such as audit and accounting, retirement and estate planning, tax preparation, and IRS representation. In addition, it offers litigation support and business consultation services. It has experience aiding clients from various industries, ranging from hotels and restaurants to homeowner associations. Its head and namesake, Jay Shapiro, has been in the industry for over 30 years.

WK Financial caters to clients throughout Weston. It provides solutions and advice to stakeholders and companies facing financial problems. Its services include liquidity management and forecasting, contingency planning, capital structure modifications, cash flow analyses and business plan projections, asset sales, and financial analysis and support for preference or fraudulent conveyance actions. Founder William G. King brings over more than 30 years of industry experience and is a member of the American Bankruptcy Institute. WK Financial also offers forensic accounting and litigation support services.

Randall M Stafman CPA PA serves the locals of Weston and the surrounding communities. The firm offers a variety of financial solutions to both individuals and businesses. These include tax planning and consulting, financial statement preparations, client bookkeeping, business consulting, entity selection, and assistance with accounting technology. Related services such as retirement and estate planning, drafting of trust taxes, and individual tax preparations are also available. The accountants at the firm have over 40 years of combined experience.