Laurels

Best Financial Advisors in Pembroke Pines
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Pembroke Pines, FL

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: --

Fin-Est Wealth & Tax Planning, LLC

Fin-Est Wealth & Tax Planning, LLC

  • Private Wealth Advisor
  • Tax Planning

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.

1806 North Flamingo Road
Pembroke Pines, FL 33028

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+

Fuster Financial Group

Fuster Financial Group

  • Estate Planning
  • Retirement Planning

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.

6625 Miami Lakes Drive
Miami Lakes, FL 33014

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:

5 / 5 ( Best)

Total Reviews:

30 (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+

Guitian Wealth Management

Guitian Wealth Management

  • Retirement Planning

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.

1921 Northwest 150th Avenue
Pembroke Pines, FL 33028

Website

Website
Synergy Financial Strategies

Synergy Financial Strategies

  • Certified Financial Planner (CFP)

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.

1961 Northwest 150th Avenue
Pembroke Pines, FL 33028

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:

5 / 5 ( Best)

Total Reviews:

10 (Better)

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: --

The Henderson Financial Group

The Henderson Financial Group

  • Certified Financial Planner (CFP)

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."

5793 Northwest 151st Street
Hialeah, FL 33014

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:

5 / 5 ( Best)

Total Reviews:

16 (Better)

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: --

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