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Best Financial Advisors in Sunrise

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Sunrise, 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
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Price: Free consultation

Advise Financial logo
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Advise Financial

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

Business Description

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.

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

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
Associated logo
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Associated

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

Business Description

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.

Capital Wealth Strategies, Inc. logo
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Capital Wealth Strategies, Inc.

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

Business Description

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.

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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Fallenbaum CPA & Advisors, LLC logo
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Fallenbaum CPA & Advisors, LLC

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

Business Description

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.

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
4.8 / 5 (18)
Facebook
5.0 / 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
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Helpfulness
Detail
Family Wealth Partners logo
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Family Wealth Partners

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

Business Description

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.

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
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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

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.

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
4.9 / 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
Financial 1 Tax logo
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Financial 1 Tax

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

Business Description

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.

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.
4.5
Yelp
4.0 / 5 (21)
Facebook
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.
5.0
Responsiveness
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Helpfulness
Detail
Financial Strategies Group logo
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Financial Strategies Group

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

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.

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

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
Legacy Wealth Management logo
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Legacy Wealth Management

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

Business Description

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.

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
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LifeCraft Wealth Management logo
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LifeCraft Wealth Management

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

Business Description

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.

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)

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
LPL Financial logo
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LPL Financial

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

Business Description

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.

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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Back to Providers

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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