Laurels

Best Financial Advisors in Sunrise
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Sunrise 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 34 25 13

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

Associated

  • 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

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LPL Financial

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

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

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