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Best Financial Advisors in Pompano Beach

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Pompano Beach, FLPompano Beach, 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.

Pompano Beach, FLPompano Beach, 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: --

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

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.

1000 Corporate Drive Suite 600, Ft. Lauderdale, FL 33334
Ft. Lauderdale, FL 33334

Website(954) 689-9484

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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:

4.6 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

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.

210 SW Natura Avenue, Deerfield Beach, FL 33441
Deerfield Beach, FL 33441

Website(954) 429-1200

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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+

1000 Corporate Drive Suite 700, Fort Lauderdale, FL 33334
Fort Lauderdale, FL 33334
Instagram
  • Certified Financial Planner (CFP)

Coastal Wealth is a group of financial advisors that provides plans and strategies to help individuals, families, and businesses in the Pompano Beach metro. It applies a six-step process in its multiple services, including estate and tax planning, education planning, life insurance, and retirement solutions. It also offers succession planning, risk management, employee benefits, and personal protection planning for businesses. Coastal Wealth has received various awards such as MassMutual Chairman's Trophy and Florida Trend's Best Companies to Work for.

1000 Corporate Drive Suite 700, Fort Lauderdale, FL 33334
Fort 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+

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

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.

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

Website(954) 481-2607

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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+

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

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.

1000 E Atlantic Blvd, Suite 203, Pompano Beach, FL 33060
Pompano Beach, FL 33060

Website(754) 444-1779

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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:

22 (Better)

Score Consistency:

Consistent (Best)

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

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.

1900 Glades Rd Suite 354, Boca Raton, FL 33431
Boca Raton, FL 33431

Website(561) 314-1800

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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:

4.9 / 5 ( Best)

Total Reviews:

34 (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+

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

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.

2480 NE 23rd Street, Pompano Beach, FL 33062
Pompano Beach, FL 33062

Website(954) 785-5400

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: --

5355 Town Center Rd, Boca Raton, FL 33486
Boca Raton, FL 33486
  • Financial Planning

IronBridge Wealth Counsel is a firm serving Pompano Beach. It develops financial planning strategies to help individuals and families in growing, protecting, preserving, and transferring their wealth. The planning process includes determining the client's goals and expectations, analyzing planning opportunities, designing & implementing financial recommendations, and ongoing review of the conditions. The firm's managing partner, Shane Morrow, is a Certified Financial Planner and a Certified Investment Management Analyst. He supervises IronBridge's strategic direction and investment management division.

5355 Town Center Rd, Boca Raton, FL 33486
Boca Raton, FL 33486

Website(954) 816-2719

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 ( 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+

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

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.

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

Website(561) 251-0377

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:

6 (Good)

Score Consistency:

Consistent (Best)

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

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.

1515 S Federal Hwy Ste 208, Boca Raton, FL 33432
Boca Raton, FL 33432

Website(561) 997-7122

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:

20 (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

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

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.

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

Website(954) 958-4217

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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+

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

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.

6365 NW 6th Way, Suite 160, Fort Lauderdale, FL 33309
Fort Lauderdale, FL 33309

Website(954) 399-7100

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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:

4.2 / 5 ( Best)

Total Reviews:

5 (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+

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

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.

2933 West Cypress Creek Road, Suite 102, Fort Lauderdale, FL 33309
Fort Lauderdale, FL 33309

Website(954) 974-3266

Show Number

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
  • Financial Planning

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.

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+

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

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.

1301 N. Congress Avenue Suite 340, Boynton Beach, FL 33426
Boynton Beach, FL 33426

Website(561) 447-8500

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

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.

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

Website(954) 610-3644

Show Number

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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