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Best Financial Advisors in Plantation

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Plantation, FLPlantation, FL

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.

Plantation, FLPlantation, 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: --

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

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.

200 East Broward Blvd. Suite 1320, Fort Lauderdale, FL 33301
Fort Lauderdale, FL 33301

Website(888) 667-4750

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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+

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

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.

101 NE 3rd Ave SUITE 1500, Fort Lauderdale, FL 33301
Fort Lauderdale, FL 33301

Website(844) 462-6630

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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:

2 (Good)

Score Consistency:

Consistent (Best)

1856 N. Nob Hill Road, Box 265, Plantation, FL 33322
Plantation, FL 33322
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Caratel Financial Services is a financial planning and wealth management firm that caters to individuals, families, and businesses in Plantation and neighboring locations. Its services include the development of the financial goals of its clients, evaluating their current and projected financial resources, and reviewing and designing their portfolios. Barry G. Katz incorporated Caratel Financial Services in 1991 with the aim to deliver comprehensive and original financial solutions. Katz is a Certified Financial Planner and a Registered Investment Advisor in Florida and Connecticut.

1856 N. Nob Hill Road, Box 265, Plantation, FL 33322
Plantation, FL 33322

Website(954) 918-3537

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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:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

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.

1000 Corporate Drive Suite Suite 700, Ft. Lauderdale, FL 33334
Ft. Lauderdale, FL 33334

InstagramWebsite(954) 938-8800

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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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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+

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

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.

10001 West Oakland Park Blvd., Suite 203, Sunrise, FL 33351
Sunrise, FL 33351

Website(954) 615-4272

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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:

4.8 / 5 ( Best)

Total Reviews:

21 (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: A+

8211 West Broward Boulevard Suite 200, Plantation, FL 33324
Plantation, FL 33324
  • Certified Financial Planner (CFP)

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.

8211 West Broward Boulevard Suite 200, Plantation, FL 33324
Plantation, FL 33324

Website(954) 800-5500

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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+

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

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.

500 East Broward Boulevard Suite #1710, Fort Lauderdale, FL 33394
Fort Lauderdale, FL 33394

InstagramWebsite(954) 289-1209

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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+

7901 SW 6th Court, Suite 320, Plantation, FL 33324
Plantation, FL 33324
  • Financial Planning

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.

7901 SW 6th Court, Suite 320, Plantation, FL 33324
Plantation, FL 33324

Website(954) 809-3553

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

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+

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

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.

1250 South Pine Island Road #350, Plantation, FL 33324
Plantation, FL 33324

Website(954) 474-7100

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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: --

Detail: --

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

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.

1250 S. Pine Island Road, Suite 275, Plantation, FL 33324
Plantation, FL 33324

Website(954) 693-0030

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

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+

8211 West Broward Boulevard, Suite 440, Plantation, FL 33324
Plantation, FL 33324
  • Estate Planning
  • Tax Planning
  • Financial Planning

Rothbard & Company LLC is a full-service certified public accounting firm serving individuals and businesses in Plantation and the surrounding areas. Its managing partner, Martin Rothbard, holds over 35 years of industry experience. He specializes in the taxation matters of partnerships, corporations, LLCs, and estates. Rothbard has helped clients obtain agreeable results against disputes with state tax authorities and the IRS. Rothbard & Company LLC also offers personal financial and retirement planning. It is a member of the MSI Global Alliance.

8211 West Broward Boulevard, Suite 440, Plantation, FL 33324
Plantation, FL 33324

Website(954) 321-9991

Show Number

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:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

76 (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+

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

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.

1515 S Federal Hwy #211, Boca Raton, FL 33432
Boca Raton, FL 33432

Website(561) 998-9985

Show Number

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:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

9 (Good)

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+

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

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.

350 East Las Olas Blvd Ste 1500, Ft Lauderdale, FL 33301
Ft Lauderdale, FL 33301

Website(954) 713-8414

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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

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

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.

9720 Stirling Rd. Suite 108, Cooper City, FL 33024
Cooper City, FL 33024

Website(954) 500-4252

Show Number

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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+

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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