Best Financial Advisors in Hollywood

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Hollywood, FL

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Associated Financial Consultants & Investor Services logo
Visit WebsiteWebsite

Associated Financial Consultants & Investor Services

2699 Stirling Road, Fort Lauderdale, FL 33312
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Blue Key Wealth Advisors logo
Visit WebsiteWebsite

Blue Key Wealth Advisors

3878 Sheridan Street, Hollywood, FL 33021
Visit WebsiteWebsite
  • Retirement Planning

Business Description

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.

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
Frye Financial Center logo
Visit WebsiteWebsite

Frye Financial Center

20900 West Dixie Highway, Aventura, FL 33180
Visit WebsiteWebsite
  • Private Wealth Advisor

Business Description

Frye Financial Center is an independent, full-service wealth management company that serves clients in Hollywood. For more than 30 years, it has been offering financial services to private individuals and business owners. It helps private clients in building assets, preserving family wealth, insulating against inflation and volatility, and planning retirement distribution and income generation. For business owners, this company guides them in employment contracts, formation and entity structuring, coordination of business asset protection planning, operation, and succession planning or transference.

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 (7)

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
KR Financial Services logo
Visit WebsiteWebsite

KR Financial Services

4700 Sheridan Street, Hollywood, FL 33021
Visit WebsiteWebsite
  • Estate Planning
  • Tax Planning

Business Description

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.

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
Len Nassi, CFP, CDFA logo
Visit WebsiteWebsite

Len Nassi, CFP, CDFA

3900 Hollywood Boulevard, Hollywood, FL 33021
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

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.

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
Len Nassi, CFP, CDFA logo
Visit WebsiteWebsite

Len Nassi, CFP, CDFA

3900 Hollywood Boulevard, Hollywood, FL 33021
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

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
MCA Cross Border Advisors Inc. logo
Visit WebsiteWebsite

MCA Cross Border Advisors Inc.

4651 Sheridan Street, Hollywood, FL 33021
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Tax Preparation

Business Description

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.

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
Facebook
5.0 / 5 (1)
Morris C. Esquenazi logo
Visit WebsiteWebsite

Morris C. Esquenazi

19950 West Country Club Drive, Aventura, FL 33180
Visit WebsiteWebsite
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Morris C. Esquenazi is a Certified Financial Planner and financial advisor who serves individuals and families in Hollywood. He and his team provide wealth management services to help clients grow and sustain long-term wealth that will support their goals and aspirations. They also assist clients in planning for their finances, life insurance, disability income, retirement, and business succession. Since 2011, Morris has been representing Northwestern Mutual Investment Services, LLC, which was among the top 10 U.S. independent investment broker-dealers in 2020.

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.
4.6
Google
4.6 / 5 (11)

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
NPC Financial logo
Visit WebsiteWebsite

NPC Financial

4000 Hollywood Boulevard, Hollywood, FL 33021
Visit WebsiteWebsite
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

NPC Financial is a third-generation company that delivers a wide range of financial services to Hollywood residents. It assists clients with planning their estate properties, retirements, financial matters, and businesses, as well as employee benefits solutions. The firm has been catering to the needs of its clients since 1951. Over the years, NPC Financial has served 10,803 clients and paid 15 million life insurance claims and 6.5 million disability insurance claims. It extends its services to Miami and West Palm Beach residents.

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.
4.5
Facebook
4.4 / 5 (7)
Google
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Oliva, Rivero & Fava logo
Visit WebsiteWebsite

Oliva, Rivero & Fava

200 South Biscayne Boulevard, Miami, FL 33131
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)

Business Description

Oliva, Rivero & Fava is a financial consultancy office catering to clients in Hollywood. Under the Morgan Stanley investment group, its financial advisors help clients preserve and cultivate their personal wealth. They provide insights on wealth management, alternative investments, and asset management. They also offer professional portfolio management services and various lending products. Eduardo Oliva, one of the office's senior vice presidents, is a Certified Financial Planner with nearly 30 years of industry experience. He holds FINRA Series 3, 7, 24, 31, and 63 licenses.

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 (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
Rockview Financial Group logo
Visit WebsiteWebsite

Rockview Financial Group

1818 Rodman Street, Hollywood, FL 33020
Visit WebsiteWebsite
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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).

Read All FAQS