Expertise.com
2024

Last updated:

Best Financial Advisors in Lauderhill

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

21

Reviewed

14

Curated

5

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Why choose this provider?

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.

License Verified:

License: 4397786

Investment Adviser Public Disclosure Database, SEC

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

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

Why choose this provider?

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.

License Verified:

License: 6413

Investment Adviser Public Disclosure Database, SEC

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.
4.1

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

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

Why choose this provider?

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.

License Verified:

License: 133763

Investment Adviser Public Disclosure Database, SEC

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 (5)

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

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

Why choose this provider?

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.

License Verified:

License: 5469190

Investment Adviser Public Disclosure Database, SEC

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

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

Why choose this provider?

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.

License Verified:

License: 1005700

Investment Adviser Public Disclosure Database, SEC

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 (3)

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much does a financial advisor in Lauderhill, Florida charge?

    How much a financial advisor in Lauderhill, Florida charges depends on the fee structure used. Some financial advisors charge an annual fee for investment management services with a rate based on a percentage of the client's total assets under management. The maximum rates can range from 1.40 percent to 2.65 percent.

  • How can a financial advisor help you before a divorce in Lauderhill, Florida?

    A financial advisor or planner can help clients in Lauderhill, Florida, before their divorce, in different ways. These include estimating the impact of a divorce on finances, offering recommendations, helping make informed decisions, and providing assistance on the reduction of taxes. The advisor can have a look at different aspects of a client's financial picture, such as investments, estate planning, and insurance, and offer guidance on spending, income, liabilities, and risk management.

  • What are the benefits of donor-advised funds in Lauderhill?

    As a donor in Lauderhill, Florida, you can receive different benefits through donor-advised funds, including the flexibility to contribute to non-profit entities and charitable organizations, such as the Florida House, gain the eligibility to have tax deductions, avoid taxes on the appreciation of assets, eliminate potential capital gains tax, build a family legacy, and continue traditional family philanthropy.

  • How can you prepare for your future with long-term care planning in Lauderhill?

    You can prepare for your future with long-term care planning in Lauderhill, Florida through different ways, including traditional long-term care insurance, life insurance with long-term care or chronic illness rider, and asset-based long-term care. A financial advisor in Lauderhill can provide you with financial advice on different long-term care plan options available to you as well as insurance assistance.

  • Why should you make insurance a part of your financial plan in Lauderhill?

    As a client in Lauderhill, Florida, you should include insurance in your financial plan, because it can help you navigate financial obstacles, prepare yourself for the unexpected, and ensure that you can still achieve your objectives while protecting against catastrophic events. You can include health insurance, life insurance, disability insurance, homeowners insurance, and automobile insurance as part of your financial plan.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.