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Best Financial Advisors in Pompano Beach

2024

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SmartAdvisor by SmartAsset

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

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

Pompano Beach, FL

Why choose this provider?

Need help contacting a Financial Advisor in Pompano Beach? 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
665 SE 10th Street, Suite 202, Deerfield Beach, FL 33441
  • Financial Planning

Why choose this provider?

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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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 (8)

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

Why choose this provider?

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.
3.8
Google
3.8 / 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
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
4.9
Google
4.9 / 5 (76)

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

Why choose this provider?

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
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (6)

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

Why choose this provider?

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
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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.

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

Why choose this provider?

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.
4.6
Google
4.8 / 5 (26)
Facebook
4.3 / 5 (21)

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

Why choose this provider?

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

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.

  • Do financial advisors need to be licensed in Pompano Beach?

    Yes, financial advisors and those working for independent investment advisory firms must be licensed in Pompano Beach. State-level financial advisors must register with the Office of Financial Regulation, whereas federal-level registrants must register with the Securities and Exchange Commission. Financial advisors in Pompano Beach, on the other hand, are permitted to serve one to five clients from another state without having to register in that state.

  • How do financial advisors help individuals with tax planning in Pompano Beach?

    Financial advisors in Pompano Beach can assist people with tax planning by developing tax-saving strategies to maximize their financial resources. Financial advisors review tax situations, including examining other tax-saving options like charitable contributions, investments, and retirement accounts. They also help individuals in Pompano Beach with tax planning by restructuring their investments while minimizing their tax liabilities.

  • Who regulates a financial advisor in Pompano Beach?

    The Office of Financial Regulation (OFR) oversights the Pompano Beach financial services, including verifying and applying for financial advisors' licenses, renewing designations, and investigating financial fraud. The OFR conducts examinations in coordination with federal and state requirements and enforces the Florida Securities and Investor Protection Act. It also regulates financial advisory firms, title loan agencies, and consumer finance companies in Pompano Beach.

  • Can someone in Pompano Beach claim a federal income tax deduction from their 529 plan contributions?

    Individuals in Pompano Beach cannot claim a federal income tax deduction for 529 plan contributions because they are made with after-tax dollars, similar to a Roth Individual Retirement Account. Additionally, Pompano Beach does not permit a contribution deduction in the 529 plan for state income tax purposes because Florida, where Pompano Beach is located, does not levy a state income tax. The Pompano Beach constitution forbids a personal income tax but allows for sales, real estate, and motor fuel taxes.

  • How can financial advisors in Pompano Beach help those in the process of divorce?

    Financial advisors in Pompano Beach can help those going through a divorce with property distribution, budgeting and spending plans, and pension allocation. They counsel them on the short- and long-term financial consequences of divorce, and they recommend downsizing their home and lowering their taxes. Financial advisors in Pompano Beach can also assist divorcees during an economic downturn or inflation, as well as with retirement planning.

  • 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.