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Best Financial Advisors in Weston

2024

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Providers

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Website
1792 Bell Tower Lane, Weston, FL 33326
  • Certified Financial Planner (CFP)

Why choose this provider?

Mike Lynch, CFP, addresses the financial planning needs of clients in Weston. He works with customers to create a strategy based on their time horizon, risk tolerance, current financial situation, and short and long-term goals. Lynch offers services such as investment analysis, insurance analysis, estate planning, and retirement planning. He also works as a Lincoln Financial Securities Corporation advisory representative. Lynch has been in the financial industry for 25 years and has conducted more than 200 public seminars on financial planning.

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

Website
6750 N. Andrews Ave, Suite 200, Fort Lauderdale, FL 33309
  • Certified Financial Planner (CFP)

Why choose this provider?

Myriad Capital Private Wealth Management is an independent, privately held company. It offers comprehensive financial management services to busy professionals, families, family-owned companies, and trusts in Weston. The firm's goal is to assist clients in increasing and preserving their wealth. It does this by offering securities through JW Cole Financial and guidance through JW Cole Advisors. President and CEO Riad Shanawany is a CFP and a Chartered Retirement Planning Counselor with more than two decades of financial services experience.

Website
1950 N. Commerce Pkwy. Suite 5, Weston, FL 33326
  • Tax Planning

Why choose this provider?

Jay Shapiro & Assoc’s, CPA’s, PA, caters to clients in the Weston metro and its surrounding areas. It provides clients with numerous financial services, such as audit and accounting, retirement and estate planning, tax preparation, and IRS representation. In addition, it offers litigation support and business consultation services. It has experience aiding clients from various industries, ranging from hotels and restaurants to homeowner associations. Its head and namesake, Jay Shapiro, has been in the industry for over 30 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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
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Website
17140 Royal Palm Blvd, Weston, FL 33326
  • Retirement Planning

Why choose this provider?

Randall M Stafman CPA PA serves the locals of Weston and the surrounding communities. The firm offers a variety of financial solutions to both individuals and businesses. These include tax planning and consulting, financial statement preparations, client bookkeeping, business consulting, entity selection, and assistance with accounting technology. Related services such as retirement and estate planning, drafting of trust taxes, and individual tax preparations are also available. The accountants at the firm have over 40 years of combined experience.

License Verified:

License: 1858160

Investment Adviser Public Disclosure Database, SEC

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2893 Executive Park Dr. Suite 102, Weston, FL 33331
  • Private Wealth Advisor

Why choose this provider?

Joshua Nadal is a financial advisor who serves clients in the Weston metro and its surrounding communities. He helps small business owners with establishing and maintaining strategies that aim to secure the stability and security of their finances and other assets. He also devises retirement income strategies to help clients prepare for and enjoy their leisure years and their retirement. He also offers insurance protection, in keeping with his priority of helping clients safeguard against risks. Nadal is a representative of the Transamerica Financial Advisors.

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

Website
1792 Bell Tower Lane, Weston, FL 33326
  • Private Wealth Advisor

Why choose this provider?

WK Financial caters to clients throughout Weston. It provides solutions and advice to stakeholders and companies facing financial problems. Its services include liquidity management and forecasting, contingency planning, capital structure modifications, cash flow analyses and business plan projections, asset sales, and financial analysis and support for preference or fraudulent conveyance actions. Founder William G. King brings over more than 30 years of industry experience and is a member of the American Bankruptcy Institute. WK Financial also offers forensic accounting and litigation support services.

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
138 Dockside Terrace, Weston, FL 33327
  • Certified Financial Planner (CFP)

Why choose this provider?

Rassler Financial Strategies caters to the wealth management needs of clients in Weston. Founder Scott Rassler, a financial adviser with Eagle Strategies, offers the firm's solutions for business, investment, and education planning. He also creates plans to meet his clients' goals for retirement and their children's education. In addition, he offers life, long-term care, and disability income insurance, as well as annuity products. Rassler is a qualifying and life member of the Million Dollar Round Table. His designations include CFS and CLU.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
15800 Pines Blvd, Suite 203, Pembroke Pines, FL 33027
  • Certified Financial Planner (CFP)

Why choose this provider?

My CPA offers financial and tax planning solutions to individuals and businesses in Weston. Its professionals develop plans to organize clients' financial resources, such as business ventures and income. They prepare and file customers' tax returns, represent them in IRS and FDR audits, and provide advice on dispute resolution. The company also offers business consulting to entities such as LLCs and S-corporations. Partner Tania C. Garces was instrumental in the overall asset management of an international client that houses prominent luxury resort brands and executives.

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
Yelp
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

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.

  • How can insurance brokers in Weston help individuals plan for their finances?

    Insurance brokers in Weston can help individuals create financial plans by helping them look for the right insurance policies that would suit their needs. For instance, said brokers could aid in finding coverages that would protect homes and properties in the Weston area, which is often affected by tropical storms and hurricanes.

  • What are the financial benefits that Weston residents can obtain from banks?

    Weston residents can obtain various financial benefits from banks, such as help with the former’s mortgage needs, as well as day-to-day banking transactions like opening checking accounts or getting a loan to help start a business. In addition, interested individuals can proceed to banks for financial advice on investing in the area’s local economy.

  • In what ways can a financial advisor help a resident in Weston?

    A financial advisor can help a resident in Weston in various ways, such as retirement planning, minimizing taxes, and managing investments. In particular, a financial advisor can aid an individual in planning for his or her retirement by taking into account factors like their future goals, current financial situation, and potential risks.

  • What are the factors that should be considered in financial planning for residents in Weston?

    There are several factors that should be considered when creating financial plans for residents in Weston. For instance, they should consider the reason why they are saving up, as well as whether the individual is saving up for their children’s college funds, creating smart investments, or planning for their ideal retirement lifestyle.

  • What documents are usually evaluated in preparing financial plans in Weston?

    Financial advisors in Weston may need prospective clients to produce various documents that may help with the planning process, such as tax returns and insurance policies. Other possible files that may aid in analyzing a client’s financial situation include account statements and trust documents.

  • 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.

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