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Best Financial Advisors in Wellington

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Carreras Financial Services Inc. logo

Carreras Financial Services Inc.

12962 Key Lime Blvd., West Palm Beach, FL 33412
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  • Certified Financial Planner (CFP)

Carreras Financial Services Inc. caters to individuals, families, and business owners in Wellington. It provides retirement, investment, and estate planning solutions to help clients achieve their financial goals. The company assists clients in creating estate plans, which include the division of their current and future assets. Its specialists also process long-term care, health, and life insurance policies to protect customers from financial losses caused by unexpected events. Founder Tom Carreras has been in the industry for over five decades.

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CEO Financial Services logo

CEO Financial Services

8461 Lake Worth Rd., STE 433, Lake Worth, FL 33467
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  • Certified Financial Planner (CFP)

CEO Financial Services is a family-owned and family-operated business that serves individuals, businesses, and families in Wellington. It advises clients on financial well-being strategies, such as retirement planning, money management, college planning, insurance and risk management, and tax planning. It also caters to businesses in need of asset protection, providing financial solutions, including management, strategic analysis, annual insurance review, monthly financial reporting, and human resources. One of the advisors, Carol O’Neil, brings over 25 years of industry experience. She holds a Certified Financial Divorce Analyst designation.

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Cheng-DeYoung CPA logo

Cheng-DeYoung CPA

898 Forest Glen Ln., Wellington, FL 33414
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  • Tax Planning

Cheng-DeYoung CPA is a company that caters to individuals and businesses in Wellington and the nearby communities. It helps clients prepare for the future and obtain their financial goals by providing them with various services, including financial, tax, and estate planning. The firm also offers tax return filing, financial statement preparation, bookkeeping, and payroll services. Cheng-DeYoung CPA is affiliated with the Florida Institute of Certified Public Accountants. Its founder and managing partner, Nicky C. De Young, is multilingual in English, Taiwanese, and Mandarin.

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Davis Private Wealth, LLC logo

Davis Private Wealth, LLC

1035 State Road 7 Suite 315-25, Wellington, FL 33414
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  • Certified Financial Planner (CFP)

Established in 2010, Davis Private Wealth, LLC, is a family-owned company that serves business owners, working professionals, and families in Wellington and nearby locations. It offers a wide selection of financial planning services, which include household budgeting, estate and insurance review, and retirement and college planning. The firm also assists attorneys, accountants, and doctors in creating customized tax-related plans. Its founder, Josh Davis, is a CPA. He is a member of the NAPFA and the FPA.

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Feiertag Financial Services logo

Feiertag Financial Services

2107 Reston Circle, Royal Palm Beach, FL 33411
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  • Certified Financial Planner (CFP)

Feiertag Financial Services has been working with clients in and around Wellington since 1982. As a full-service wealth management firm, its advisors develop investment strategies, provide investing and financial consulting, help build personal wealth, identify the proper type and amount for insurance, find long-term care insurance, and plan for financial independence and retirement. Founder Steven Feiertag completed his Certified Financial Planner designation in 1986 and served as the president of the New York Connecticut Association of Tax Professionals.

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Fialkow Financial Planning logo

Fialkow Financial Planning

Wellington, FL
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  • Certified Financial Planner (CFP)

Fialkow Financial Planning assists people in Wellington and the surrounding areas. Its professionals provide clients with a variety of financial planning options specific to their needs. They discuss various topics, such as budgeting and cash flow management, retirement forecasts, education savings, tax efficiency, investment allocation, and long-term care strategy during the consultation. The firm is a member of The National Association of Personal Financial Advisors. Ira Fialkow, the founder, holds the CFP and RICP designations.

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Froehlich & De La Rua CPA Firm LLC logo

Froehlich & De La Rua CPA Firm LLC

12008 Southshore Blvd Suite 210, Wellington, FL 33414
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  • Private Wealth Advisor

Froehlich & De La Rua CPA Firm LLC offers financial advisory services for individuals and businesses in Wellington. Its team helps clients project income taxes, educating them about the impact of possible future transactions on their taxes. The professionals also develop financial plans for individuals looking to prepare for retirement and plan family taxes. They work with various professionals such as insurance specialists, brokers, attorneys, and business consultants during the financial planning process. Other services include wealth management and accounting.

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Michael L. Steiner, P.C. logo

Michael L. Steiner, P.C.

10577 Galleria St., Wellington, FL 33414
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  • Tax Preparation
  • Tax Planning

Michael L. Steiner, P.C., is a full-service accounting firm that serves the Wellington metro and its surrounding areas. It attends to clients' financial concerns by providing a wide array of services that includes managing cash flows, developing business and budget plans, and preparing financial statements. In addition, it offers tax planning and preparation, and it devises a way in which clients' tax liability can be minimized. The firm has served numerous clients from different industries, ranging from retailers and doctors to consulting companies.

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Physicians Wealth Care, LLC logo

Physicians Wealth Care, LLC

10706 St. Andrews Road, Boynton Beach, FL 33436
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Physicians Wealth Care, LLC, serves Wellington metro residents seeking greater financial stability. The independent advisory firm provides guidance in various financial areas, including income and retirement planning, risk management, taxation, and business and estate planning. Its goal is to implement a plan tailored to clients' current circumstances and financial outlook; it draws up a roadmap that presents clients with all of the possible paths they can take to better pursue their goals. Ed Maass, the firm's principal, has been in the industry since 1982.

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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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