Laurels

Best Financial Advisors in Hollywood
2022

Associated Financial Consultants & Investor Services

Associated Financial Consultants & Investor Services

  • Certified Financial Planner (CFP)
  • Retirement Planning

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

Website
Blue Key Wealth Advisors

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

Website

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+

Frye Financial Center

Frye Financial Center

  • Private Wealth Advisor

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.

20900 West Dixie Highway
Aventura, FL 33180

Website

Website

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:

4 / 5 ( Best)

Total Reviews:

7 (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+

KR Financial Services

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

Website

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+

Len Nassi, CFP, CDFA

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

Website
Len Nassi, CFP, CDFA

Len Nassi, CFP, CDFA

  • Certified Financial Planner (CFP)
  • Retirement Planning

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

Website
MCA Cross Border Advisors Inc.

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

Website

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)

Morris C. Esquenazi

Morris C. Esquenazi

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

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.

19950 West Country Club Drive
Aventura, FL 33180

Website

Website

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+

NPC Financial

NPC Financial

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

4000 Hollywood Boulevard
Hollywood, FL 33021

Website

Website

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:

4.5 / 5 ( Best)

Total Reviews:

8 (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: --

Oliva, Rivero & Fava

Oliva, Rivero & Fava

  • Certified Financial Planner (CFP)

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.

200 South Biscayne Boulevard
Miami, FL 33131

Website

Website

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

Rockview Financial Group

Rockview Financial Group

  • Certified Financial Planner (CFP)
  • Retirement Planning

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

Website

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