Expertise.com
2024

Last updated:

Best Financial Advisors in Pembroke Pines

Our Recommended Top 7

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 Pembroke Pines Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

45

Reviewed

29

Curated

7

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Pembroke Pines, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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.
4.0

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Pembroke Pines, FL

Why choose this provider?

Need help contacting a Financial Advisor in Pembroke Pines? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
5793 Northwest 151st Street, Hialeah, FL 33014
  • Certified Financial Planner (CFP)

Why choose this provider?

The Henderson Financial Group is an independent financial advisor serving clients in Pembroke Pines. It offers a wide range of services that include retirement planning, investment management, financial planning, and small business planning. The firm has adopted a six-step financial planning process that includes data gathering, financial status analysis, and financial plan development. Founder and CEO, Robert Henderson, Jr., has more than 30 years of industry experience. He has written several books, including "Spiritual Principles for a Prosperous Life."

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 (9)
Facebook
5.0 / 5 (7)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1921 Northwest 150th Avenue, Pembroke Pines, FL 33028
  • Retirement Planning

Why choose this provider?

Guitian Wealth Management is a financial planning and advisory firm operating in Pembroke Pines. It offers a wide range of services including retirement planning, investment management, asset allocation, charitable giving, and business succession planning. The process includes identifying objectives and goals, producing customized solutions, executing the plan, monitoring its progress, and recommending necessary changes. Additionally, its team keeps up-to-date with estate, tax, and social security laws. The firm's founder, Israel Guitian, Jr., is a Certified Financial Planner with more than 30 years of industry experience.

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
Facebook
5.0 / 5 (12)

Website
1961 Northwest 150th Avenue, Pembroke Pines, FL 33028
  • Certified Financial Planner (CFP)

Why choose this provider?

Serving clients in Pembroke Pines, Synergy Financial Strategies has been helping individuals, families, and business owners with their financial matters since 2011. Its services include wealth management, retirement income strategies, asset protection strategies, and IRA legacy planning. Moreover, the company handles estate planning, tax planning, and charitable giving. Founder Jorge E. Gonzalez is a Certified Financial Planner who has designed secure financial strategies. He has been helping clients maximize their financial potential and build wealth for 30 years.

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.
4.9
Google
4.9 / 5 (11)
Yelp
5.0 / 5 (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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1806 North Flamingo Road, Pembroke Pines, FL 33028
  • Private Wealth Advisor
  • Tax Planning

Why choose this provider?

Fin-Est Wealth & Tax Planning, LLC, has been providing financial planning services to the Pembroke Pines community since 1990. It offers basic and advanced planning, retirement plan review, tax review, risk management, and business valuation. The firm was founded by Ranga Chary, who has been a Certified Financial Planner since 1977 and is a member of the Certified Financial Planner Board of Standards, Inc. He worked as a manager for a major financial firm and served clients in the country and abroad.

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
6625 Miami Lakes Drive, Miami Lakes, FL 33014
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Fuster Financial Group is a firm serving Pembroke Pines and surrounding communities. It offers a wide range of customized financial services including retirement planning, tax management, education funding, investment planning, and employee and executive benefits. Its website features a client portal for online viewing of statements, proposals, and professional advice. The company's senior wealth advisor, Pastor Fuster Jr., has over 10 years of industry experience. He has been awarded the Excellence in Civic Engagement Medallion of Distinction by Florida International University for his philanthropic work.

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 (28)

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 can a financial advisor in Pembroke Pines help you protect your portfolio from market fluctuations?

    A financial advisor in Pembroke Pines can help you protect your portfolio from market fluctuations by diversifying your investments. Depending on your time horizon and risk tolerance, the financial advisor will systematically allocate your assets to different classes, which include cash alternatives, stocks, and bonds. However, note that each class has varying levels of risk and potential return.

  • What can you do with your 401(k) if you are laid off from your employment in Pembroke Pines?

    If you are laid off from your job in Pembroke Pines, you can choose to leave your 401(k) with your employer if the account balance is above $5,000. While you will not be able to contribute further, the invested amount can grow over time. You can also move the money to another 401(k) plan if it is available in your new employment or roll it over into an IRA. Lastly, you may choose to distribute the funds.

  • Is there an age limit for a person to contribute to Roth IRA in Pembroke Pines?

    There is no age limit when contributing to Roth IRA in Pembroke Pines. Owners can contribute to a Roth as long as they are still earning money and are not required to make distributions due to age. However, you are required to take mandatory distributions if you are a beneficiary of a Roth IRA.

  • How do fiduciaries differ from financial advisors in Pembroke Pines?

    Fiduciaries in Pembroke Pines distinguish themselves from other financial advisors by taking an oath to make recommendations that will best serve their client's interests and goals. It means that they are legally obligated to follow the highest ethical standards when providing financial services. While financial advisors are not required to have a fiduciary obligation, certain certifications require them to pass a difficult test, complete a certain amount of training hours, and maintain their education once they are certified.

  • Who is in charge of safeguarding citizens in Pembroke Pines from potential investment fraud?

    The Florida government's Division of Securities is in charge of protecting people in Pembroke Pines from investment scams, in compliance with the Florida Securities and Investor Protection Act. The division is divided into two bureaus: registration and enforcement. The Bureau of Registration evaluates and processes business registration applications, whereas the Bureau of Enforcement inspects registered securities dealers, branch offices, investment advisers, and affiliated people for compliance with the Securities and Investor Protection Act.

  • 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.