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Best Financial Advisors in Lauderhill

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Axial Family Advisors logo

Axial Family Advisors

5310 N.W. 33rd Avenue Suite 206, Fort Lauderdale, FL 33309
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  • Private Wealth Advisor

Axial Family Advisors focuses its financial advisory services on families in Lauderhill. Its family wealth planning service offers in-depth tax and wealth retention advice, as well as income tax, personal finance, retirement, and estate planning. In addition, the firm conducts annual assessments and evaluations of insurance contracts, assists families with asset allocation decisions, manages domestic and international assets, and prepares financial statements. The team is composed of a certified fund specialist and certified public accountants.

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Creative Financial Network logo

Creative Financial Network

5310 Northwest 33rd Ave Ste 206, Ft. Lauderdale, FL 33309
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Creative Financial Network serves people in and around Lauderhill. It provides various financial management services, including retirement, long-term care, and investment planning. The company also offers life insurance solutions to clients who want to protect their family's finances in the event of their death. Gil Daniel Cohen, the company's partner, founder, and CEO, has nearly 30 years of experience in the financial services industry. He is a Chartered Financial Consultant and a Fellow of the Life Underwriter Training Council.

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Integrity Wealth Planning logo

Integrity Wealth Planning

7901 SW 6th Court, Suite 320, Plantation, FL 33324
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  • Retirement Planning

Integrity Wealth Planning is a Plantation-based non-affiliated firm that serves retirees, professionals, entrepreneurs, small business owners, and wealth-building families in Lauderhill and across other parts of the US. It offers financial planning and investment advisory services that include asset protection, education funding, retirement income strategies, 401(k) and 403(b) planning, and portfolio risk analysis. Company president Susan M. Hurschman has been in the industry for four decades. She has a Chartered Financial Consultant professional designation.

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LPL Financial logo

LPL Financial

1333 South University Dr Suite 200, Plantation, FL 33324
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  • Certified Financial Planner (CFP)
  • Insurance Products

LPL Financial serves both individuals and families in and around Lauderhill. The firm provides a variety of financial planning services, such as profit sharing, retirement, college, money purchasing, and estate plans. Branch manager and certified financial planner Jim Casey has been active in the financial industry for 20 years. He assists clients with government securities, variable annuities, and educational IRAs. He is also involved in various non-profit organizations, including River Walk Trust and Covenant House Florida.

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Regev Financial Group logo

Regev Financial Group

5310 NW 33rd Avenue, Suite 206, Fort Lauderdale, FL 33309
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  • Certified Financial Planner (CFP)

Regev Financial Group is a wealth management firm that serves the residents of Lauderhill and the surrounding areas. It provides financial planning services, which include retirement analysis and assessment of future possible tax liabilities. It also monitors clients' portfolio allocations and risk factors on a daily, weekly, monthly, and quarterly basis. Founding member Ran Regev has been working in the financial services industry for more than two decades. He holds the Certified Financial Planner and Chartered Financial Consultant designations.

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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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