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Best Financial Advisors in Pembroke Pines

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Fin-Est Wealth & Tax Planning, LLC logo

Fin-Est Wealth & Tax Planning, LLC

1806 North Flamingo Road, Pembroke Pines, FL 33028
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  • 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.

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Fuster Financial Group logo

Fuster Financial Group

6625 Miami Lakes Drive, Miami Lakes, FL 33014
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  • 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.

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Guitian Wealth Management logo

Guitian Wealth Management

1921 Northwest 150th Avenue, Pembroke Pines, FL 33028
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  • 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.

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Synergy Financial Strategies logo

Synergy Financial Strategies

1961 Northwest 150th Avenue, Pembroke Pines, FL 33028
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  • 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.

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The Henderson Financial Group logo

The Henderson Financial Group

5793 Northwest 151st Street, Hialeah, FL 33014
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  • 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."

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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