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Best Financial Advisors in Pompano Beach

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Pompano Beach, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
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––

Price: Free consultation

Bienenfeld Lasek Starr logo
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Bienenfeld Lasek Starr

1000 Corporate Drive Suite 600, Ft. Lauderdale, FL 33334
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  • Financial Planning
  • Wealth Management

Business Description

Bienenfeld, Lasek & Starr, LLC, is a wealth management firm that caters to individuals and families in the Pompano Beach metro. It offers financial and succession planning solutions to help clients achieve their financial goals. The company also deals with social security, estate, and business planning services. In addition, it processes life and long-term care insurance. Bienenfeld, Lasek & Starr maintains an affiliation with the NAIFA. Its managing partner, Howard Bienenfeld, is a CLU and a CHFC who has been in the insurance business for over 40 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.
4.6
Google
4.6 / 5 (5)

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
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Detail
Blade Financial logo
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Blade Financial

210 SW Natura Avenue, Deerfield Beach, FL 33441
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  • Financial Planning

Business Description

Blade Financial provides Pompano Beach residents with wealth management and financial advisory services. These services include asset management, tax planning review, and financial planning for life phases like higher education and retirement. The company works with professionals like accountants and attorneys to provide clients with comprehensive reports regarding their current financial situation. Firm leader Roxanne Blade has over two decades of experience in the financial services industry. She received her Certified Financial Planner designation in 1996.

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
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Detail
Compass Financial Group logo
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Compass Financial Group

665 SE 10th Street, Suite 202, Deerfield Beach, FL 33441
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  • Financial Planning

Business Description

Compass Financial Group is a Deerfield Beach-based company that serves clients across Pompano Beach. It offers a wide range of financial services, from trust and estate planning to investment and cash management. The company also advises individuals on issues related to retirement. Its other service area is business planning, and it counsels entrepreneurs on areas like enterprise acquisition. The company's chief investment officer, Jay Shein, has published research articles for multiple journals, including The Journal of Financial Planning and the Investments & Wealth Monitor.

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
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Desire Financial Group logo
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Desire Financial Group

1000 E Atlantic Blvd, Suite 203, Pompano Beach, FL 33060
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  • Business Tax Preparation
  • Tax Planning
  • Financial Planning
  • Wealth Management

Business Description

Founded in 2010, Desire Financial Group is a financial consulting service provider serving Pompano Beach and the surrounding areas. Its advisors guide clients and make recommendations on how to preserve their wealth through asset management, investment, retirement, and tax planning. Other services it offers include auditing, consulting, general and expert accounting, and wealth management. Its founder, Eman Desir, is a senior accountant in the firm and holds a degree in International Business and Accounting from Florida International University.

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.
4.8
Google
4.8 / 5 (23)
Feller Financial Services logo
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Feller Financial Services

1900 Glades Rd Suite 354, Boca Raton, FL 33431
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  • Chartered Financial Analyst (CFA)

Business Description

Since 2006, Feller Financial Services has been advising Pompano Beach clients about finances and investments. Its financial advisors work with individuals, families, and businesses to achieve their plans using step-by-step procedures. These involve setting up goals and establishing financial vehicles, including insurance, investments, and retirement plans. They help clients in analyzing their risk tolerance when it comes to investing and discuss various types of products, such as variable annuities, common stocks, and bonds. Founder Joshua J. Feller is a Chartered Financial Consultant and a Million Dollar Round Table qualifier since 2011.

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.
4.6
Google
4.6 / 5 (65)

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
Heritage Investment Group logo
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Heritage Investment Group

2480 NE 23rd Street, Pompano Beach, FL 33062
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  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Business Description

Heritage Investment Group is an investment and wealth management firm serving Pompano Beach. It has been in the industry for over 25 years, catering to families, high-net-worth individuals, and charitable foundations. The firm consists of independent advisors providing financial planning, investment strategy, risk analysis, and portfolio management. Their financial planning solutions include helping clients achieve long-term financial security through meticulous planning and a personalized investment process. They utilize planning tools to understand the clients' situation to create a solution that suits their goals.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Marmorstein Wealth Management logo
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Marmorstein Wealth Management

2385 Northwest Executive Center Drive #100, Boca Raton, FL 33431
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  • Wealth Management

Business Description

Marmorstein Wealth Management addresses the financial planning concerns of individuals in Pompano Beach. It covers various areas of financial management, including estate and retirement planning and investment and risk management. It offers financial solutions that align with the changing needs of its customers. Warren Marmorstein, the firm's private wealth manager, has over 40 years of experience providing expert investment, financial, and healthcare advisory. He has been featured in the Wall Street Journal and has appeared on CNN to give financial commentary.

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 (18)
Northwestern Mutual logo
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Northwestern Mutual

1515 S Federal Hwy Ste 208, Boca Raton, FL 33432
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  • Finance Planning

Business Description

Northwestern Mutual Investment Services, LLC, handles financial planning for residents and business owners in Pompano Beach. It helps assess a client's short-term and long-term needs in order to create an appropriate, personalized plan for them. It also offers life and disability insurance, assists in paying off debts, and provides saving and investment strategies for future goals. Its digital tools allow clients to work alongside financial advisors while also having a complete view of their finances from any device.

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
Ocean Wealth logo
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Ocean Wealth

Northridge Building 4524 N. Federal Highway, Fort Lauderdale, FL 33308
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  • Finance Planning

Business Description

Ocean Wealth is a financial advisory firm that serves individuals and families in Fort Lauderdale and neighboring areas. Led by Suzannah Richards, a financial advisor with Chartered Life Underwriter and Chartered Financial Consultant designations, the firm helps clients evaluate their financial needs, assess their current economic situation, and provide advice on retirement planning, college funding, mortgage protection, insurance plans, and investment strategies. In addition, it offers business continuation planning, employee benefits, and retirement planning solutions for business owners.

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
Premier Wealth Planning logo
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Premier Wealth Planning

6365 NW 6th Way, Suite 160, Fort Lauderdale, FL 33309
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  • Estate Planning
  • Financial Planning

Business Description

Premier Wealth Planning is a firm serving Pompano Beach and surrounding communities. It assists individuals in managing their personal finances through portfolio management, retirement solutions, tax planning strategies, and estate and legacy planning. The process includes determining the clients' short-term and long-term goals, identifying areas of improvement in their financial situation, and developing a personalized investment strategy that can be implemented and adjusted. One of the firm's managing partners, Carole Enisman-Ryan, utilizes her experience in business development and business-to-business marketing in educating clients about investments.

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.
4.3
Google
3.7 / 5 (3)
Facebook
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
Priebe Investment Plans, Inc. logo
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Priebe Investment Plans, Inc.

2933 West Cypress Creek Road, Suite 102, Fort Lauderdale, FL 33309
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  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Business Description

Priebe Investment Plans, Inc., is a firm serving Pompano Beach and surrounding communities. It guides individuals, families, and businesses in different areas of financial planning involving estate, tax, investment, education, divorce, and life insurance. Its team creates a tailored plan that complies with the key components of investing, such as long-term investment strategies, diversification & patience, and money management strategies. The company's CEO, Walter P. Priebe, is a Chartered Senior Financial Planner who has been helping clients develop a comprehensive financial plan for over 30 years.

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
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Singer Wealth logo
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Singer Wealth

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

Business Description

Singer Wealth offers assistance to clients in Pompano Beach in planning their retirement. The company's representatives work with individuals in creating strategies using various investment and insurance products and services that meet their needs. They advise about investing money and implementing retirement income options. In addition, the advisors offer information about protecting assets and planning legacies. Keith Singer is an attorney who obtained his CFP certification in 2000. He continues to practice estate planning law while advising people on asset protection and income taxation.

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 (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
True North Financial Advisors logo
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True North Financial Advisors

1301 N. Congress Avenue Suite 340, Boynton Beach, FL 33426
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  • Certified Financial Planner (CFP)

Business Description

True North Financial Advisors, Inc. offers services to individuals, families, and business owners around Pompano Beach. Its experts help clients create a comprehensive framework with guideposts that will help them track their progress on a continuous basis. They maintain transparency in offering actionable counsel related to tax and retirement planning and investment and risk management. The firm's Certified Financial Planner, Stephen Ostrosfky, has worked in the past decade as a consulting expert for investors who suffered financial losses.

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
Winston Manzuelos & Company logo
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Winston Manzuelos & Company

4511 El Mar Drive Suite 204, Lauderdale-By-The-Sea, FL 33308
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  • Financial Planning

Business Description

Founded in 1993, Winston Manzuelos & Company is an independent investment advisory firm that serves professionals and retirees in Pompano Beach and the surrounding communities. The firm offers portfolio management and financial planning services by structuring and implementing investment strategies aimed to maximize wealth, achieve the best investment return, and minimize risk. Founder Chip Winston is a Certified Financial Planner and a Chartered Retirement Planning Counselor with 32 years of experience in the financial industry.

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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.

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.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

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).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 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.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

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.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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