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Best Financial Advisors in Coral Springs

2024

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SmartAdvisor by SmartAsset

Coral Springs, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Coral Springs, FL

Why choose this provider?

Need help contacting a Financial Advisor in Coral Springs? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
5521 North University Drive, Coral Springs, FL 33067
  • Estate Planning

Why choose this provider?

FR Financial Advisors, LLC, serves clients in Coral Springs. The firm offers financial services, including financial planning, retirement planning, investment planning and management, and wealth management. It provides clients options for strategic planning and tax services. Beverly Provost is a financial advisor for FR Financial Advisors. She assists individuals and small businesses in developing financial decisions appropriate to their needs and planning for their future by delivering financial education and management. Provost also operates as a fiduciary and is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5511 North University Drive, Coral Springs, FL 33067
  • Estate Planning
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Serving the Coral Springs metro area, Blum & Blum is a full-service financial services firm that caters to the needs of independent professionals, entrepreneurs, and executives. The company employs certified public accountants and advisors that help clients handle a variety of financial matters, including tax preparation, accounting, payroll, and bookkeeping. The team also focuses on personal financial planning, estate planning, cash flow management, bank financing, and controller and CFO services. The firm has been serving customers since 1985.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (39)
Facebook
4.8 / 5 (9)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6574 North State Road 7, Coconut Creek, FL 33073
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Clark Financial Planning Services LLC caters to clients in Coral Springs. It offers investment advisory and financial planning services to young and mid-career professionals, retirees, families, and small business owners. Its services include retirement, estate, tax, and insurance planning. The firm's professionals also assist clients in investment management and financial goal creation. Steven Clark is a certified financial planner who established the firm in 2014. In addition, he is a Registered Financial Advisor by the National Association of Personal Financial Advisors.

Website
9726 West Sample Road, Coral Springs, FL 33065
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Perri Financial Group Incorporated offers financial advisory services to clients in Coral Springs. It provides guidance in financial matters such as saving money, diversifying investments, balance sheets, retirement planning, and budgeting. It also assists clients in planning their estate and gift tax and dealing with many kinds of tax issues. Perri Financial Group was founded by Anthony Perri. Perri was once director of the Rotary Club of Coral Springs, where he has been a member for over 15 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (25)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
9726 West Sample Road, Coral Springs, FL 33065
  • Certified Financial Planner (CFP)

Why choose this provider?

Anthony J. Perri, C.P.A., P.A., serves individuals and small and big businesses in Coral Springs. It offers financial planning and other services, such as tax planning and tax return filing, investment review, financial statements and audits, recordkeeping, and estate and gift planning. It helps clients minimize taxes, build net worth through investments, make their business profitable, and design accounting systems to improve business profits. Its founder, Anthony J. Perri, has over 20 years of experience as a certified public accountant.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (24)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5491 North University Drive, Coral Springs, FL 33067
  • Certified Financial Planner (CFP)

Why choose this provider?

Clarity Financial Planning is based in Coral Springs. The firm caters to a diverse portfolio of clients, including retiring workers, parents planning for their children's college fund, and individuals looking to manage their wealth. On its team include advisors who have accreditations such as Certified Financial Planner and Accredited Investment Fiduciary. These advisors make use of a thorough process that involves a 45-day meeting to help the clients organize their paperwork. Other services include personal estate planning and preservation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
12518 West Atlantic Boulevard, Coral Springs, FL 33071
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Wealth Advisors, Inc., is a family-oriented financial planning firm. It analyzes its clients’ goals and financial situation in order to come up with individualized programs that include investment diversification, market analyses, insurance recommendations, and estate management guidance. It also considers wealth accumulation strategies, retirement plans, business succession plans, tax planning, and risk management. Richard Kiesel, the president of Wealth Advisors, holds a Master's Degree in Business Administration. He has also been working in the financial industry since 2001.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • How can parents in Coral Springs reduce the substantial cost of their child's college education?

    Parents in Coral Springs can mitigate the hefty cost of their child's college education through proactive planning and saving. Like purchasing a home, a college education is a significant expenditure, and early savings can reduce the need for future loans. One such savings strategy is a 529 plan, a state-sponsored, tax-advantaged account fueled with post-tax dollars. While primarily utilized for college expenses, this plan can fund K-12 education costs, offering Coral Springs parents a versatile saving tool.

  • What strategies can Coral Springs residents implement to build long-term wealth?

    Coral Springs residents aiming for long-term wealth accumulation should adopt a steady investment approach. Prioritizing financial goals and staying the course during turbulent market periods are pivotal in wealth creation. A risk-managing strategy involves creating a well-diversified investment portfolio that covers national and global markets, commodities, and real estate. Although the prospect of investment planning may initially seem intimidating, with proper guidance and thoughtful strategies, it transforms into a potent instrument for sustained wealth growth.

  • What is the new financial literacy requirement for high school students in Coral Springs?

    For students in Coral Springs starting high school in the 2023-2024 school year, a new mandate under the "Dorothy L. Hukill Financial Literacy Act" requires the completion of a half-credit financial literacy and money management course. Integral for attaining a high school diploma, the curriculum teaches essential skills, including managing a bank account, balancing a checkbook, handling loan applications, and understanding federal income tax computations.

  • What should new investors in Coral Springs consider before starting their investment journey?

    New Coral Springs investors should consider the risk-reward ratio and understand their commitment before investing. The high potential of returns can be tempting, and it's crucial to know what could be lost. A good starting point is investing 10-15% of one's income yearly, typically in retirement savings. Nevertheless, the financial situation of each individual can influence this, and it's vital to acknowledge that cultivating an investment portfolio occurs incrementally.

  • What should incoming college students in Coral Springs do if they find their funds for education are not enough?

    Incoming college students in Coral Springs who find their financial resources inadequate should first reassess their budget. By pinpointing areas of unnecessary spending and adjusting their financial plans, they can better manage their limited funds. They should also bear in mind that the affordability of their chosen college is crucial. Furthermore, considering a part-time job can supplement their income, offer valuable real-world experience, and broaden their professional network.

  • 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.