Laurels

Best Financial Advisors in Weston
2022

BeamaLife Corporation

BeamaLife Corporation

  • Certified Financial Planner (CFP)

BeamaLife Corporation is a boutique financial planning firm that caters to individuals and businesses in Weston and neighboring areas. Its services include college education, retirement, estate, charitable, and business succession planning. Its team customizes profit-sharing plans, buy-sell agreements, and asset protection strategies. It also offers disability, long-term care, and life insurance policies. Founder Neil Jesani holds a CFP designation and has been serving clients for two decades. He also authored a book titled "Win the War for Money & Success."

1792 Bell Tower Lane
Weston, FL 33326

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Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

David J. Doddo, C.P.A.

David J. Doddo, C.P.A.

  • Retirement Planning

David J. Doddo, C.P.A., serves individuals and businesses in Weston and the surrounding communities. He helps clients take charge of their finances by providing them with an array of services, including financial, investment, retirement, estate, debt reduction, and federal and state income tax planning. He also offers comprehensive accounting and business consulting solutions. Doddo is affiliated with the American Institute of Certified Public Accountants and has worked for leading accounting and financial agencies such as Templeton Worldwide and BDO Seidman.

304 Indian Trace, #536
Weston, FL 33326

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: B+

Helpfulness: B+

Detail: B+

Jay Shapiro & Assoc’s, CPA’s, PA

Jay Shapiro & Assoc’s, CPA’s, PA

  • Tax Planning

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.

1950 N. Commerce Pkwy. Suite 5
Weston, FL 33326

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

Joshua Nadal

Joshua Nadal

  • Private Wealth Advisor

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.

2893 Executive Park Dr. Suite 102
Weston, FL 33331

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Mike Lynch, CFP

Mike Lynch, CFP

  • Certified Financial Planner (CFP)

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.

1792 Bell Tower Lane
Weston, FL 33326

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

My CPA

My CPA

  • Certified Financial Planner (CFP)

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.

15800 Pines Blvd, Suite 203
Pembroke Pines, FL 33027

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Myriad Capital Private Wealth Management

Myriad Capital Private Wealth Management

  • Certified Financial Planner (CFP)

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.

6750 N. Andrews Ave, Suite 200
Fort Lauderdale, FL 33309

Website

Website
Randall M Stafman CPA PA

Randall M Stafman CPA PA

  • Retirement Planning

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.

17140 Royal Palm Blvd
Weston, FL 33326

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Rassler Financial Strategies

Rassler Financial Strategies

  • Certified Financial Planner (CFP)

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.

138 Dockside Terrace
Weston, FL 33327

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

WK Financial

WK Financial

  • Private Wealth Advisor

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.

1792 Bell Tower Lane
Weston, FL 33326

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A+

Detail: --

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