Best Financial Advisors in Lauderhill

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.

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.

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.

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.

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.