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Best Financial Advisors in Davie

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7860 Peters Road Suite F-107, Plantation, FL 33324
Plantation, FL 33324
Instagram
  • Tax Planning
  • Tax Preparation
  • Retirement Planning

Advanced Tax Advisors serves individuals and businesses in Davie. It provides a wide range of financial and tax services that include retirement planning, financial statement preparation, and IRS tax audit representation. It helps real estate professionals and Amazon sellers facilitate compliance with applicable standards, rules, and regulations. Founder Jose A. Ramirez is a corporate accountant who is committed to helping businesses develop cash-saving systems. He is a member of the National Association of Enrolled Agents.

7860 Peters Road Suite F-107, Plantation, FL 33324
Plantation, FL 33324

InstagramWebsite(954) 888-6941

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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.

Online Profiles:

3 (Best)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

134 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4807 S State Rd 7, Davie, FL 33314
Davie, FL 33314
  • Tax Planning
  • Tax Preparation

Empire Tax Service serves individuals and businesses in Davie. It helps clients achieve their financial goals through an array of financial planning services that include credit repair, business consulting, tax planning and preparation, and wealth accumulation. To keep themselves updated on new laws, regulations, and techniques, its tax preparers participate in continuous training and seminars. The owner, Revel DeSouza, has more than 14 years of experience working in the real estate, tax preparation, and mortgage industries.

4807 S State Rd 7, Davie, FL 33314
Davie, FL 33314

Website(954) 791-7794

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

69 (Best)

Score Consistency:

Variable (Good)

150 S. Pine Island Road, Suite 360, Plantation, FL 33324
Plantation, FL 33324
  • Tax Planning
  • Retirement Planning
  • Financial Planning

Financial 1 Tax is a full-service elder law, estate, retirement, and tax planning firm serving Davie. It advises clients on investment and tax strategies to help them reach their financial goals and preserve their wealth. Clients who are either retired or contemplating retirement can also opt for a variety of services including Roth IRA conversion strategies, social security tax reduction, and estate, tax, and will planning. Its personalized service includes legal assistance regarding wills and trusts. The firm has locations in Miami, Baltimore, and the Greater DC metro.

150 S. Pine Island Road, Suite 360, Plantation, FL 33324
Plantation, FL 33324

Website(954) 892-6020

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

500 East Broward Boulevard Suite #1710, Fort Lauderdale, FL 33394
Fort Lauderdale, FL 33394
Instagram
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Freedom Advisory, LLC, is an independent advisory firm that serves clients in Davie and the surrounding communities. Its wide array of wealth management services includes determining the right investment strategies, recommending appropriate insurance coverages, managing taxes, preparing for or transitioning into retirement, and leaving assets to their families. For over 13 years, the full-time fiduciary wealth management has been offering financial planning advice to the Hispanic market. It also serves clients in Puerto Rico and the U.S. Virgin Islands.

500 East Broward Boulevard Suite #1710, Fort Lauderdale, FL 33394
Fort Lauderdale, FL 33394

InstagramWebsite(954) 289-1209

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7901 SW 6th Court, Suite 320, Plantation, FL 33324
Plantation, FL 33324
  • Certified Financial Planner (CFP)

Located in Plantation, Integrity Wealth Planning caters to clients across Davie. It helps individuals manage their assets through financial planning solutions, including retirement, education, and insurance planning. The company also works with lawyers to provide estate planning services. Its other solutions include investment management, and it has experience with assets like stocks, government securities, and bonds. Founder Susan Hurschman has over 30 years of experience in the finance field. She is a Certified Chartered Financial Consultant by The American College.

7901 SW 6th Court, Suite 320, Plantation, FL 33324
Plantation, FL 33324

Website(954) 809-3553

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1250 South Pine Island Road #350, Plantation, FL 33324
Plantation, FL 33324
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Legacy Wealth Management offers a broad range of services, including financial planning, asset management, risk management, trust services, and environmental, social, and governance investing. Serving its clients in Davie, the firm's team has a collective experience of a century and a half in complex financial matters. Managing principal and CIO Tony DuBose co-founded the firm. He holds an Accredited Investment Fiduciary designation and has more than two and a half decades of experience as a wealth advisor.

1250 South Pine Island Road #350, Plantation, FL 33324
Plantation, FL 33324

Website(954) 474-7100

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

19950 W Country Club Dr Suite 802, Aventura, FL 33180
Aventura, FL 33180
  • Financial Planning

Morris C. Esquenazi is a financial advisor for Northwestern Mutual Wealth Management Company who offers advice on financial planning, insurance, investments, employee benefits, and executive services for clients in Davie. He helps them with retirement, disability, and long-term planning by teaching them how much to save and where to keep it. He also guides them on how to manage risks when handling estate, business, special needs, and education planning. Esquenazi has been providing financial management solutions for the past 10 years.

19950 W Country Club Dr Suite 802, Aventura, FL 33180
Aventura, FL 33180

Website(786) 797-1989

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1250 S. Pine Island Road, Suite 275, Plantation, FL 33324
Plantation, FL 33324
  • Certified Financial Planner (CFP)

Northstar Financial Planners, Inc., is a company based in Plantation. This financial advisory firm serves individuals, couples, families with special needs, pre-retirees, and special-risk employees throughout Davie. It assists clients in determining their goals and helps them in developing financial strategies. It also offers wealth management, investment consulting, and advanced planning services. Allen Giese, president of the firm, is a Chartered Special Needs Consultant, Chartered Life Underwriter, and Chartered Financial Consultant. He has been in the financial advisory industry since 1991.

1250 S. Pine Island Road, Suite 275, Plantation, FL 33324
Plantation, FL 33324

Website(954) 693-0030

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1000 S. Pine Island Road, Suite 450, Plantation, FL 33324
Plantation, FL 33324
  • Estate Planning
  • Retirement Planning

Tobias Financial Advisors offers wealth management solutions to families and individuals in the Davie metro. Its range of services includes cash flow and investment management and retirement and estate planning. The company also deals with college, legacy, and charitable planning. In addition, it creates wealth transfer and tax planning strategies to help clients secure financial protection. Tobias Financial Advisors has been in business since 1980. Its team brings over 40 years of combined industry experience.

1000 S. Pine Island Road, Suite 450, Plantation, FL 33324
Plantation, FL 33324

Website(954) 424-1660

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

9720 Stirling Rd. Suite 108, Cooper City, FL 33024
Cooper City, FL 33024
  • Retirement Planning

Tree of Life Wealth Advisory Group offers investment advisory and asset management in the Davie area. The firm's advisors assist clients in the financial planning process in learning about what is important to them, defining their goals, and unearthing any worries they may have. The firm also offers estate and legacy planning, retirement income solutions, insurance risk management, and financial education workshops. Olga C. Espiritu, CFP®, the company's founder, worked for 11 years at a Wall Street investment firm.

9720 Stirling Rd. Suite 108, Cooper City, FL 33024
Cooper City, FL 33024

Website(954) 500-4252

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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