Laurels

Best Financial Advisors in Lauderhill
2022

Axial Family Advisors

Axial Family Advisors

  • 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.

5310 N.W. 33rd Avenue Suite 206
Fort Lauderdale, FL 33309

Website

Website
Creative Financial Network

Creative Financial Network

  • 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.

5310 Northwest 33rd Ave Ste 206
Ft. Lauderdale, FL 33309

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:

6 (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+

Feller Financial Services

Feller Financial Services

  • Retirement Planning
  • Insurance Products

Since 2006, Feller Financial Services has been assisting Lauderhill residents who are looking to organize their assets. The company provides investment management as well as financial planning. Its team of professionals is knowledgeable about navigating investments and discusses topics such as bonds, common stock, and brokerage accounts, as well as simple, traditional, and educational IRAs. Feller Financial Services also advises families who are looking to buy a home. Joshua Feller, the firm's founder, is a Chartered Financial Consultant.

1900 Glades Rd Suite 354
Boca Raton, FL 33431

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:

4.3 / 5 ( Best)

Total Reviews:

107 (Best)

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+

Integrity Wealth Planning

Integrity Wealth Planning

  • 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.

7901 SW 6th Court, Suite 320
Plantation, FL 33324

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:

3 (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+

LPL Financial

LPL Financial

  • 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.

1333 South University Dr Suite 200
Plantation, FL 33324

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:

4.1 / 5 ( Best)

Total Reviews:

738 (Best)

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+

Regev Financial Group

Regev Financial Group

  • 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.

5310 NW 33rd Avenue, Suite 206
Fort Lauderdale, FL 33309

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+

Wrong city? Here are some nearby places: