Expertise.com

2024

Last updated:

Best Financial Advisors in Sunrise

Our Recommended Top 13

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

34Reviewed

25Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Sunrise, FL
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Sunrise, FL

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Why choose this provider?

Need help contacting a Financial Advisor in Sunrise? 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.

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

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Review Sources

Google
5.0 (14)
Facebook
1.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

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

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Review Sources

Google
4.9 (41)
Facebook
5.0 (24)

Why choose this provider?

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.

  • Investment Advisor

500 Sawgrass Corporate Parkway Suite 100, Sunrise, FL 33325

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Review Sources

Google
5.0 (4)

Why choose this provider?

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.

1250 South Pine Island Road #350, Plantation, FL 33324

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Finance Planning

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

Why choose this provider?

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.

  • Estate Planning
  • Wealth Management

2200 North Commerce Parkway Suite 202, Weston, FL 33326

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Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

1333 South University Dr Suite 200, Plantation, FL 33324

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Why choose this provider?

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.

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

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

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Review Sources

Yelp
4.2 (21)
Google
5.0 (20)

Why choose this provider?

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.

  • Estate Planning
  • Tax Planning
  • Tax Preparation

1751 US Highway 27 South, Sebring, FL 33870

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1900 Glades Rd Suite 354, Boca Raton, FL 33431

Expertise.com Rating

Review Sources

Google
4.9 (76)

Why choose this provider?

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.

  • Chartered Financial Analyst (CFA)

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

Expertise.com Rating

Review Sources

Facebook
5.0 (7)

Why choose this provider?

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.

  • Wealth Management

FAQs

  • 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.

  • Why is it essential for retirees in Sunrise to seek guidance from financial advisors on filing for Social Security benefits?

    Retirees in Sunrise should seek guidance on filing for social security benefits because it represents a substantial and intricate lifetime savings. A financial advisor can assist in making informed decisions, like delaying filing to increase the benefit amount each year you wait. Understanding Social Security can help retirees maximize their hard-earned benefits for a comfortable and happy retirement.

  • What is tax diversification, and why do financial advisors in Sunrise say it can benefit individuals in managing their investments and retirement savings?

    Tax diversification is a strategy that involves diversifying investment accounts and vehicles to manage tax liabilities effectively. Individuals gain flexibility in future fund withdrawals by spreading investments across taxable, tax-deferred, and tax-free accounts. This approach can potentially minimize overall tax burdens and maximize after-tax returns. A financial advisor in Sunrise can help clients implement tax diversification to optimize their investment and retirement planning.

  • What does it mean for a financial advisor in Sunrise to have fiduciary responsibility?

    A financial advisor in Sunrise with fiduciary responsibility is legally obligated to always act in clients' best interest. This includes disclosing conflicts of interest, adopting and upholding a code of ethics, monitoring trade execution for the best outcomes, and safeguarding clients' personal and financial information. The fiduciary duty ensures that clients' needs and benefits are top priorities in all financial matters.

  • Are financial advisors in Sunrise required to have a license?

    Yes. Financial advisors in Sunrise must possess a Series 66, Uniform Combined State Law Examination, or a combination of the Series 66 with the Series 7, General Securities Representative Examination. Additionally, they must register as an independent investment adviser firm or work as an associated person representing a registered IA in Florida. The regulatory authority overseeing their operations is the Florida Office of Financial Regulation, Division of Securities.

  • How much income will you need to live comfortably in Sunrise after retirement?

    Planning with your financial advisor in Sunrise for similar average expenses as pre-retirement ensures a comfortable lifestyle without sacrificing enjoyment. Seeking advice from a financial advisor can help you with long-term planning by determining the appropriate living expenses for retirement. Their insights aid in forecasting your costs ahead of time, providing a reliable roadmap for secure financial preparation. With guidance, you can confidently plan for retirement while maintaining your desired lifestyle.

  • 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.