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Best Financial Advisors in Plantation

2024

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SmartAdvisor by SmartAsset

Plantation, FL
  • Estate Planning
  • Investment Management
  • Financial Planning
  • 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

Plantation, FL

Why choose this provider?

Need help contacting a Financial Advisor in Plantation? 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
8211 West Broward Boulevard Suite 200, Plantation, FL 33324
  • Certified Financial Planner (CFP)

Why choose this provider?

Fortune 360 Group LLC helps people and businesses based in Plantation manage their finances. It comprises financial advisors who employ a revolutionary strategy called The 360 Advantage that involves ongoing guidance and tailored tactics. They offer financial planning services, including the creation and upkeep of a unique plan, specific and detailed long-term planning, tax minimization strategies, and plan and investment strategy alignment. Financial advisor Dustin Jones has been in the financial industry for over a decade. Jones holds both FINRA Series 7 and 63 securities licenses.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
101 NE 3rd Ave SUITE 1500, Fort Lauderdale, FL 33301
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Benchmark Financial is a boutique financial planning firm that serves clients in the Plantation metro and its surrounding communities. The company offers a variety of financial products, including investment options and insurance policies. It also assists clients with tax and estate planning, retirement, and wealth management. Its founder, William Howard, is currently the Treasurer of the Greater Fort Lauderdale Sister Cities International, a non-profit that aims to create long-term community partnerships between Fort Lauderdale and other cities.

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 (1)
Facebook
5.0 / 5 (1)

Website
500 East Broward Boulevard Suite #1710, Fort Lauderdale, FL 33394
  • Estate Planning

Why choose this provider?

Freedom Advisory, LLC is an independent firm that has been serving Plantation and surrounding communities since 2008. It offers a wide range of services including financial planning and consulting, income and withdrawal strategies, insurance and estate planning, investment management, and college planning. Its process includes evaluating the client's financial situation and continuously monitoring the progress of the implemented strategies. The firm's founder, Eduardo Ramos, is a CPA who attends continuing education to stay current on industry tools and procedures.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9720 Stirling Rd. Suite 108, Cooper City, FL 33024
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Tree of Life Wealth Advisory Group provides financial guidance to clients in the Plantation metro and the surrounding areas. Its financial advisor, Olga C. Espiritu, has received training in 72 areas of financial expertise. She offers a variety of services such as estate and legacy planning, tax-efficiency planning, and retirement planning. She also provides financial education workshops to help clients make sound financial decisions. Olga is a Certified Financial Planner and a member of the Financial Planning Association.

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

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
1250 South Pine Island Road #350, Plantation, FL 33324
  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Legacy Wealth Management provides financial advisory services to individuals in the Plantation area. The company focuses on guiding clients in managing their finances by offering retirement and tax planning, investment analysis, and cash flow management services. These services help individuals save for their children's educational funds and their families' insurance needs. It also serves clients who wish to prepare for the future of their loved ones and assets by drafting and creating estate planning documents.

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 (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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
7901 SW 6th Court, Suite 320, Plantation, FL 33324
  • Financial Planning

Why choose this provider?

Integrity Wealth Planning is a team of financial professionals that serves the Plantation community. Its professionals conduct financial planning that covers investing, education funding, retirement income strategies, portfolio risk analysis, and life insurance coverage. They are also knowledgeable in providing assessments and recommendations about investments, which include common stocks, bonds, brokerage accounts, annuities, and government securities. Its founder, Susan Hurschman, brings over 39 years of financial industry experience and has received the retirement planning program certificate of completion from The University of Pennsylvania’s Wharton School of Business.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
350 East Las Olas Blvd Ste 1500, Ft Lauderdale, FL 33301
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Why choose this provider?

Serving the Plantation metro, The Friedlander Group works with families and individuals who want to build multi-generational wealth management strategies and executives who are undergoing job changes or are in the process of retiring. The firm provides executive financial, estate planning, and philanthropic services. It also assists with sustainable investing and 401(k) rollovers. Founder Randy Friedlander serves as a senior vice president at Morgan Stanley. He is a Certified Investment Management Analyst who has over two decades 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

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1000 Corporate Drive Suite Suite 700, Ft. Lauderdale, FL 33334
  • Estate Planning

Why choose this provider?

Coastal Wealth is a financial planning company that serves clients in the Plantation area. It aims to render collaborative solutions through holistic financial planning by identifying clients' unique situations. Its offers include risk management planning, estate planning, tax planning, investment strategizing, and asset allocation services. The company is headed by Jeremy M. Straub, co-author of "Cracking the Code to Success." Coastal Wealth is a general agency of MassMutual, an insurance company that has been operating since 1851.

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 (2)

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
1515 S Federal Hwy #211, Boca Raton, FL 33432
  • Estate Planning

Why choose this provider?

Singer Wealth is an investment advisory firm serving Plantation. It offers a range of services, including asset protection, retirement income, long-term care, and tax-efficient strategies. Other services include IRA legacy planning and wealth management. It advises clients on how to best utilize their assets and assists in developing plans that help them prepare for a successful retirement. It also educates them on the products that align with their goals, including 401(k) rollovers, annuities, insurance, investments, and IRAs.

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

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
10001 West Oakland Park Blvd., Suite 203, Sunrise, FL 33351
  • Financial Planning
  • Wealth Management

Why choose this provider?

Fallenbaum CPA & Advisors, LLC, is a full-service wealth management firm serving Plantation and the surrounding areas. It specializes in assisting small to medium-sized businesses with their business advisory and accounting tax needs. The firm also serves individuals, providing planning and advisory, investment management, and asset protection services. Its planning solutions include working closely with the clients to determine their short- and long-term financial objectives. The firm incorporates the latest technologies in its services by serving international clients.

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 (41)
Facebook
5.0 / 5 (24)

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
200 East Broward Blvd. Suite 1320, Fort Lauderdale, FL 33301
  • Certified Financial Planner (CFP)

Why choose this provider?

AID Wealth Management is a team of financial advisors serving individuals, families, and business owners in Plantation. It offers a wide range of financial planning services, including cash flow planning, debt management, retirement planning, investment advice, business succession, and insurance needs analysis. Its process includes the identification of clients' risk and tolerance objectives, implementation, creation of objective portfolios, and monitoring and annual review. The firm's founder, Marc Lowell, began his career as a Chartered Life Underwriter and financial consultant.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1250 S. Pine Island Road, Suite 275, Plantation, FL 33324
  • Investment Management
  • Financial Planning

Why choose this provider?

North Star Financial Planners Inc. is an investment advisory firm serving clients in Plantation. It helps individuals build a personalized plan aimed at reaching their goals and dreams for retirement. It also guides special risk employees about how the Florida Retirement System works. It extends its financial planning services to families that include children with special needs. Since its founding in 2000, the firm has been dedicated to helping clients make better decisions with their finances.

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 (3)

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 asset management in Plantation benefit you?

    Asset management allows you to personalize your wealth in Plantation. Through asset management, your wealth will be organized and suited to your risk tolerance and financial situation. With the help of your financial advisor, you can preserve your hard-earned wealth, keep your investment objectives at the forefront, and achieve your investment and financial goals.

  • In Plantation, how can you grow your money?

    You can grow your money in Plantation by investing. Although investing is a risk, facing risks can provide growth opportunities. You just need proper asset allocation and planning to protect yourself from market losses. It is not advisable to keep your cash; you can put it into your savings or checking accounts to earn interest. You may also take buffered ETFs, short-term bonds, and fixed-indexed annuities to grow your money.

  • Should you delay your Social Security benefits in Plantation?

    If you want to receive more benefits, you can delay your Social Security benefits in Plantation. If you have reached your retirement age and wait a little longer to take over your Social Security benefits, you will receive a retirement credit and a bonus percentage depending on how long you have waited.

  • How much is the contribution in Plantation for a 401(k) plan?

    You can either pay as an employee or employer in Plantation. If you are self-employed, you should pay 20% of your net earnings, and if you are an employer, your contribution should not exceed 25% of your workers' compensation. The maximum combined annual contribution of the employer and workers should be less than 100% of the compensation.

  • Should you consider investment counseling in Plantation?

    Yes. You should consider investment counseling in Plantation. It allows you to understand the different types of investments available, what you can expect with your investments, and how they should be allocated. You and your financial advisor can work together to develop investment strategies suited to your financial situation and time horizon.

  • 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.