Laurels

Best Financial Advisors in Hollywood
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Hollywood Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 45 31 11

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Associated Financial Consultants & Investor Services

  • Retirement Planning
  • Certified Financial Planner (CFP)

Associated Financial Consultants & Investor Services has been serving clients in the Hollywood area since 1972. It is an independent boutique firm that caters to individuals, families, and business owners. The firm offers financial planning and wealth management services, which include investment selection, asset allocation, and tax management. It also provides life, disability, and long-term care insurance. Moreover, the firm has an NFLPA Registered Player Financial Advisor that caters to the needs of the sports and entertainment industry.

2699 Stirling Road
Fort Lauderdale, FL 33312

Website

Blue Key Wealth Advisors

  • Retirement Planning

BlueKey Wealth Advisors has been catering to individuals and businesses in Hollywood and the surrounding areas since 2005. It offers investment management services, such as financial situation identification, investment strategies, monitoring, and risk tolerance determination. In addition, the firm provides charitable, estate, financial, retirement, and tax planning. Amaury Cifuentes, a managing partner, brings more than 30 years of experience in the banking and finance industries. He holds the Certified Financial Planner and Certified Medical Planner designations.

3878 Sheridan Street
Hollywood, FL 33021

Website

KR Financial Services

  • Estate Planning
  • Tax Planning

KR Financial Services caters to clients in and around Hollywood. The company's services focus on portfolio management. Its staff can make portfolio investment strategies tailored to the client's needs. They can also handle asset and risk management, as well as retirement and estate planning. Founder Jeffrey B. Koch has over two decades of experience in the financial services industry and a background in accounting. He is a member of the Financial Planning Association and AGN International.

4700 Sheridan Street
Hollywood, FL 33021

Website

Len Nassi, CFP, CDFA

  • Certified Financial Planner (CFP)

Len Nassi, CFP, CDFA, is the founder of Divorce Financial Solutions. Serving Hollywood, Nassi helps individuals and families plan their finances to reach their financial goals. Nassi also works together with individuals or couples and their lawyers in addressing financial issues arising from divorce. Nassi also provides services such as financial review and analysis, witness testimony in trials, pension and employee benefits valuation, and building strategies. He has been in the financial services industry for more than 25 years.

3900 Hollywood Boulevard
Hollywood, FL 33021

Website

Len Nassi, CFP, CDFA

  • Retirement Planning
  • Certified Financial Planner (CFP)

Serving the Hollywood metro and nearby areas, Len Nassi, CFP, CDFA helps individuals and families reach their financial goals. It provides financial services like retirement planning, financial planning, and divorce financial planning. It conducts seminars involving the importance of having a written financial plan and gaining financial control of divorce. The firm was founded by Len Nassi, who has been in the industry for more than 25 years. He is a Certified Divorce Financial Analyst and a Certified Financial Planner.

3900 Hollywood Boulevard
Hollywood, FL 33021

Website

MCA Cross Border Advisors Inc.

  • Certified Financial Planner (CFP)
  • Tax Preparation

MCA Cross Border Advisors Inc. is a financial advisory services firm that serves the Hollywood metro. The firm focuses its services on four types of clients: relocating professionals, American residents moving to Canada, Canadian residents moving to the US, and US citizens living in Canada. Because of the complexity of relocating and the multiple jurisdictions taking over when crossing borders, the company assists its clients with tax matters, investment management, health coverage and insurance, estate planning, and retirement preparation. Its services are available in French.

4651 Sheridan Street
Hollywood, FL 33021

Website

Rockview Financial Group

  • Retirement Planning
  • Certified Financial Planner (CFP)

Rockview Financial Group is an independent financial services company offering its services to clients in Hollywood. It focuses on crafting retirement planning and life insurance solutions for individuals and small business owners. Its advisors also assist clients in matters of savings, investments, college funding, and long-term care insurance. Rockview Financial Group's officers, Stephen Young and Keith Young, are both members of the DROP Advisory Council. They are also affiliated with the National Retirement Group.

1818 Rodman Street
Hollywood, FL 33020

Website

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