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Best Financial Advisors in Sunrise

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Sunrise, FLSunrise, 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.

Sunrise, FLSunrise, 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: --

1600 Ponce de Leon Blvd. 10th Floor, # 30, Coral Gables, FL 33134
Coral Gables, FL 33134
Instagram
  • Certified Financial Planner (CFP)
  • Financial Planning

Advise Financial provides Latin American families in Sunrise with guidance on how to achieve financial well-being through planning and counseling. Its advisors work with clients to determine how to reach retirement and maintain their lifestyles. They review and help organize finances and investments. In addition, they guide individuals in probate protection and insurance policies. Founder Alonso Rodriguez Segarra is a licensed investment investor in the US and in Venezuela. He is the first Venezuelan to achieve the Certified Financial Planner certification.

1600 Ponce de Leon Blvd. 10th Floor, # 30, Coral Gables, FL 33134
Coral Gables, FL 33134

InstagramWebsite(786) 667-7200

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:

11 (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+

2699 Stirling Road Suite A-200, Ft. Lauderdale, FL 33312
Ft. Lauderdale, FL 33312
Instagram
  • Estate Planning
  • Wealth Management

Associated Financial Consultants & Investor Services is a firm that assists clients in Sunrise in managing their money. Its financial advisors help individuals and families conserve their assets through wealth management, life and retirement planning, and insurance assessment. They also help business owners set up benefits plans, wellness programs, and retirement for employees. The independent financial services and corporate benefits firm was launched in 1972 to create, grow, and protect clients' wealth.

2699 Stirling Road Suite A-200, Ft. Lauderdale, FL 33312
Ft. Lauderdale, FL 33312

InstagramWebsite(954) 983-5600

Show Number
1751 US Highway 27 South, Sebring, FL 33870
Sebring, FL 33870
  • Certified Financial Planner (CFP)

Capital Wealth Strategies, Inc., is a firm serving individuals in Sunrise and the neighboring communities. It helps clients protect their wealth and obtain financial freedom by providing them with a broad range of services, including estate planning, retirement planning, asset allocation, and investment portfolio creation. The company also offers life, long-term care, and Medicare insurance. Capital Wealth Strategies is led by Paul Clough, who has earned the CFP designation and has been a certified public accountant for more than 25 years.

1751 US Highway 27 South, Sebring, FL 33870
Sebring, FL 33870

Website(863) 657-4523

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+

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

Caratel Financial Services provides financial solutions for families, individuals, and small businesses in Sunrise and the surrounding areas. The financial planning and wealth management firm examines clients' financial positions to develop a coordinated roadmap that leads to financial achievement. Its team of financial advisors also offers portfolio review and design, estate and retirement planning, financial review, and insurance planning services. They use advanced technology to securely transmit various reports, retain client information, and conduct presentations.

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

Website(954) 918-3537

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:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

Fallenbaum CPA & Advisors, LLC, delivers accounting and wealth management services to residents of Sunrise. The firm creates long-term investment plans by matching strategies to individuals' needs, lifestyles, and goals. It offers planning and advisory services such as debt and cash flow administration, asset protection, retirement planning, education funding, and legacy planning. Principal Don Fallenbaum has a series 66 securities license and is a registered investment advisor in Florida. He serves as the Sunrise Chamber of Commerce's director and treasurer.

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

Website(954) 615-4272

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:

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+

2200 North Commerce Parkway Suite 202, Weston, FL 33326
Weston, FL 33326
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Family Wealth Partners is an independent firm that assists individuals in Sunrise with their financial goals. It provides financial planning services such as goal tracking, portfolio management, tax-loss harvesting, income tax analysis, and personal contingency planning. The firm also assists clients in estate, education, and retirement planning. Family Wealth Partners was established in 2008 by the founders of Grund Day Advisors and Irwin Gross and Associates. Richard Grund Jr., one of the firm's founders, has 29 years of experience in the investment industry.

2200 North Commerce Parkway Suite 202, Weston, FL 33326
Weston, FL 33326

Website(954) 335-4030

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: --

Detail: --

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

Feller Financial Services serves individuals, families, and businesses in Sunrise and the surrounding areas. It provides financial, investment, and insurance planning services through Cetera Advisor Networks. The company educates clients about bonds, common stocks, Roth IRAs, and variable annuities. As an independent firm, Feller Financial Services select investment vehicles based on the needs of clients. Founders Joshua J. Feller and Richard S. Koblick established the firm in 2006. They combine traditional values and modern ideas and technology in serving their diverse clientele.

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

Website(561) 314-1800

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:

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+

150 S. Pine Island Road, Suite 360, Plantation, FL 33324
Plantation, FL 33324
  • Estate Planning
  • Tax Planning
  • Tax Preparation

Financial 1 Tax serves individuals and families in Sunrise and the surrounding areas. It provides a wide range of financial and accounting services, from retirement planning to personal and business tax preparation. The firm protects clients' wealth by coordinating various areas of their financial lives, including insurance coverage and estate and trust needs. Founder Tatyana Bunich is a financial planner who has more than 30 years of experience working with retirees. She is a member of the National Association of Tax Professionals.

150 S. Pine Island Road, Suite 360, Plantation, FL 33324
Plantation, FL 33324

Website(954) 892-6020

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:

2 (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 Sawgrass Corporate Parkway Suite 100, Sunrise, FL 33325
Sunrise, FL 33325

Financial Strategies Group provides customized financial plans to clients in Sunrise and the surrounding areas. Through the leadership of the husband-and-wife Hank Cleare and Kim DeProspero, who are both Certified Financial Planners, the firm offers a dual perspective in its financial planning services. They also offer a Young Professionals Program to educate new investors in different aspects of saving, investing, and retirement. Hank and Kim are members of Integrated Financial Group, a consortium of independent financial planners in Atlanta.

500 Sawgrass Corporate Parkway Suite 100, Sunrise, FL 33325
Sunrise, FL 33325

Website(954) 888-4680

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:

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

1250 South Pine Island Road #350, Plantation, FL 33324
Plantation, FL 33324
  • Finance Planning

Legacy Wealth Management has over 150 years of combined experience helping Sunrise residents create personalized financial plans. Its team of advisors assists clients in reaching their financial goals by developing plans of action that include risk management and investment analysis. The professionals also utilize a financial planning platform called "WealthVision" to monitor their clients' financial situations efficiently. Managing principal Tony DuBose serves as the chief investment officer and has been providing financial planning solutions for more than 25 years.

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: --

480 Sawgrass Corporate Parkway, Suite 110, Sunrise, FL 33325
Sunrise, FL 33325
  • Wealth Management

LifeCraft Wealth Management, a wholly-owned subsidiary of LifeCraft, LLC., has been providing financial services in Sunrise for almost a decade. It offers financial planning to clients using its Wealth MAP (Means, Aspirations, & Protection). This model includes services such as investment portfolio optimization and management, government benefits maximization, lifestyle, health and wellness planning, asset security, and estate planning. Jose Martin, the company's president and founder, has more than 16 years of experience and is a Certified Financial Planner.

480 Sawgrass Corporate Parkway, Suite 110, Sunrise, FL 33325
Sunrise, FL 33325

Website(954) 384-5292

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+

1333 South University Dr Suite 200, Plantation, FL 33324
Plantation, FL 33324
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Serving the Sunrise area, LPL Financial helps individuals understand the current financial environment. The firm assists families in making smart decisions through financial planning. Its process involves identifying a client’s needs, wants, and long-term goals to develop appropriate strategies. The firm also provides investment services, including bonds, common stock, and treasury bills. In addition, LPL Financial offers long-term care and disability income insurance products. The firm’s branch manager, Jim Casey, is a Certified Financial Planner with over 17 years of experience.

1333 South University Dr Suite 200, Plantation, FL 33324
Plantation, FL 33324

Website(954) 327-1511

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+

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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