Laurels

Best Financial Advisors in Pompano Beach
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Pompano Beach Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 39 29 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

True North Financial Advisors

  • 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.

4800 N. Federal Highway Suite E-302
Boca Raton, FL 33431

Website

Winston Manzuelos & Company

  • 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

Website