Coconut Creek, FL

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Best Financial Advisors in Coconut Creek, FL

The highest-rated Financial Planning & Wealth Management firms out of 375 vetted & reviewed in the Coconut Creek area.

Utopia Wealth Management

Utopia Wealth Management

Best of 2022
(1)
Financial Planning, Estate Planning, Asset Management
“Highly recommend Utopia Wealth Management for all of your retirement and financial planning needs.”
In Business Since 2018
Emergency Services
6810 FL-7, Coconut Creek, FL
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Strategic Senior Benefits Group

Strategic Senior Benefits Group

(10)
Social Security Maximization, Wealth Management, Legacy Services
“He has always gone the extra mile for me and is super proactive to contact me if he feels something new is a good fit for me or if I need to make changes to my current situation.”
In Business Since 2017
3730 Coconut Creek Pkwy Suite 202, Coconut Creek, FL
i
Shutowick Wealth Management

Shutowick Wealth Management

(1)
Asset Management, Financial Planning, Insurance
“Mike Shutowick is both honest and extremely competent when it comes to investment guidance and counseling.”
In Business Since 2009
6810 FL-7, Coconut Creek, FL
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Avalon Accounting

Avalon Accounting

(13)
Small Business Accounting, Income Tax Returns
“Gail is an amazing person she has gotten our business through some of the most stressful times including of course the pandemic which she spent hours helping us with very difficult grants and government funding .”
In Business Since 1995
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1500 N University Dr #115, Coral Springs, FL
i
Perri Financial Group

Perri Financial Group

(19)
Tax Planning, Estate & Gift Tax Planning, Investment Review
“Truly an expert on this stuff and he helped me understand how to preserve my wealth.”
In Business Since 1991
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
9726 W Sample Rd #1, Coral Springs, FL
i
Direct Position

Direct Position

(11)
  • Business
“Thank you and to Darren who is the representative that assisted us thru this process really made everything so easy and simple to process transactions with my business.”
20+ Years Experience
Emergency Services
Wiles Rd, Coral Springs, FL,
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Lafortune Financial Services

Lafortune Financial Services

(5)
“Simply amazing!!”
In Business Since 2019
Free Initial Consultation
5400 W Oakland Park Blvd, Lauderhill, FL
i
Krystal Clear Credit Repair

Krystal Clear Credit Repair

(9)
Credit Audit, Business Credit, Credit Repair
“My free consultation was very informative and I'm confident my credit repair is in good hands!”
In Business Since 2018
Free Initial Consultation
Below Average Price Tag
Transparent Fees & Pricing
300 SE 2nd St Suite 600, Fort Lauderdale, FL
i
Krause Capital

Krause Capital

(19)
Independent Business Consulting, Asset Protection, Wealth Management
“Everyone I have been in contact with at Krause Capital (Phillip, Michael and Alex) are professional and honest and will not disappoint future investors.”
In Business Since 2008
401 E Las Olas Blvd Suite 1400, Fort Lauderdale, FL
i
Premier Financial Services/ Ross Grossman, EA

Premier Financial Services/ Ross Grossman, EA

(20)
Client Links, Tax Services, Tell A Friend
“I live in Arkansas and even hundreds of miles away from Florida, him and his office staff do an amazing job accomedating me to make filing my taxes an easy process.”
In Business Since 2005
Accepts All Major Credit Cards
2400 N University Dr Suite 207, Pembroke Pines, FL
i
Royalty Financial Services

Royalty Financial Services

(19)
$1 Your 3 Bureau Report & Scores, Personal Loan, Personal Credit
“Herbert Mc Crae who took my not so great credit and in the last few months he really has turn things around for me and I am so happy to say that I closed on my house on May 11th 2020 and to God be all the glory.”
In Business Since 2007
Transparent Fees & Pricing
11820 Miramar Pkwy #311, Miramar, FL
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Blum and Blum, Certified Public Accountants and Advisors

Blum and Blum, Certified Public Accountants and Advisors

(20)
  • Communication
  • Understand
  • Season
“I am never rushed, always treated with the utmost respect, and their no-nonsense approach to working with my complex situation gave me confidence at every step of the process.”
In Business Since 1988
5511 N University Dr Suite 101, Coral Springs, FL
i
EZ Funding Group

EZ Funding Group

(17)
  • Pleasure
  • Professional
  • Honest
“Jaime and his team are very professional, they always answer the phone, guide and prepare the client in the best way for their loan, they are always willing to collaborate and help until the end of the transaction, they are a good team to work with, ...”
In Business Since 2007
Average Price Tag
Transparent Fees & Pricing
3350 SW 148th Ave Suite 110, Miramar, FL
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Five Star Mastery INC

Five Star Mastery INC

(11)
  • Credit
“The best you can get”
In Business Since 2016
1946 Tyler St Suite V-50, Hollywood, FL
i
Solid Ground Financial

Solid Ground Financial

(12)
  • Feel
  • Company
  • Peace
“Elijah was so amazing and let me know it was going to be better walking in years of this a relief in less than that year, no judgements and told me he is here to help to get me in a better place very encouraging all the way heart of gratitude this ...”
In Business Since 2007
4000 Hollywood Blvd Suite 635S, Hollywood, FL
i
Velocity Processing

Velocity Processing

(20)
  • Questions
  • Business
  • Credit Card
“The amount of value in alleviation I have had due to the professional, transparent, and personal way this company handles there business is immeasurable.”
In Business Since 2008
Remote Consultations Available
Licensed, BBB Accredited
Transparent Fees & Pricing
12331 SW 3rd St # 400, Plantation, FL
i
Set Financial

Set Financial

(11)
  • Tax
  • Quick
  • Questions
“But, the gentlemen blatantly disregarded how I wanted file my tax(he filed under me under my mother and told me to stop whining about it as it was not what I wanted, I was 18 at the time and worked for every dollar on that tax return)- never went bac...”
In Business Since 2021
Free Initial Consultation
Family Business
Serving Coconut Creek Area
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Retirement Planning and Investment Management Services Estimated Cost in Coconut Creek, FL 2022

Minimum cost
$1080
Maximum cost
$9180
National Average
$3240
Avg Per Hour Rates
$324
$2160
$5940
Fair price range based on 171 cost profiles
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Average Cost $3240
Minimum cost $1080
Maximum cost $9180
Avg Per Hour Rates $324

Average range $2160 to $5940 is based on 171 cost profiles.

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