Best Financial Advisors in Weston, FL

The highest-rated Financial Planning & Wealth Management companies out of 132 vetted & reviewed in the Weston area.

E & F Latin Accounting

E & F Latin Accounting

(1)
Business Services, IRS Representation, Tax Services
“They're efficient, great costumer service and they get the highest refunds possible.”
Transparent Fees & Pricing
In Business Since 2014
Free Initial Consultation
1820 N Corporate Lakes Blvd, Weston, FL
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Paul Silverberg

Paul Silverberg

(4)
  • Attorney
“Known for over 15 years!”
In Business Since 2022
1290 Weston Rd, Weston, FL
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Lawrence E. Penn, C.p.a.

Lawrence E. Penn, C.p.a.

Succession Planning, Part-Time CFO Services, Strategic Business Planning
“There's no time like the present to start planning your financial future. If you're ready to start planning for your retirement years, call us first. Don't wait until it is too late. We'll help you make sure your retirement years are nothing but smoo...”
Transparent Fees & Pricing
In Business Since 2010
Offers Financing Options
Second Floor, 2225 N Commerce Pkwy Suite 9, Weston, FL
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Family Wealth Partners

Family Wealth Partners

Education Planning, Estate Planning, Insurance
“Life is a Journey and on that journey we have our hopes and dreams. Part of the dream is to have financial independence, providing freedom to do what we want when we want. Getting there should not be a mystery or left to chance. You gain value in man...”
In Business Since 2010
2200 N Commerce Pkwy #202, Weston, FL
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Caoba Capital Wealth Management

Caoba Capital Wealth Management

Retirement Planning, Wealth Management Solutions, Account Aggregation
“Caoba CapitalWealth Management is an independent wealth management firm serving high net worth families on a global basis. Our goal is to take advantage of market opportunities while also managing our clients' exposure to investment risk. Our focus i...”
In Business Since 2018
1555 Bonaventure Blvd #2028, Weston, FL
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Presto Consulting

Presto Consulting

“The key of the mutual financing support system offered by Presto platform is the fact that it is based on the solid warranty of a real estate property used as a collateral. All transactions between investors and applicants are totally private, person...”
Offers Financing Options
In Business Since 2016
1555 Bonaventure Blvd #1031, Weston, FL
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Lifespan Financial Strategies

Lifespan Financial Strategies

What We Do For You
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2003
1655 N Commerce Pkwy, Weston, FL
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Sungarden Investment Management

Sungarden Investment Management

“Information about your visits to our website: We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyz...”
In Business Since 2012
1640 Town Center Cir #202, Weston, FL
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Money Matters of America

Money Matters of America

“Michael Lynch created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skill...”
In Business Since 2007
1792 Bell Tower Ln, Weston, FL
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Rotman and Associates

Rotman and Associates

1792 Bell Tower Ln, Weston, FL
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My Legacy Group

My Legacy Group

2645 Executive Park Dr, Weston, FL
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MAS Financial Group, INC

MAS Financial Group, INC

“As business objectives and strategies evolve, our services support you wherever you are in your business cycle, whether you are looking for a transaction to drive it forward, focusing on developing and implementing appropriate controls to mitigate ri...”
In Business Since 2010
2893 Executive Park Dr, Weston, FL
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Clubhouse Private Wealth

Clubhouse Private Wealth

“"I get calls from salesmen on a daily basis for all my "Insurance Needs". They mention having strategies to manage my risk, but in the end they just want to sell me something and they shoehorn their existing offerings to "Tailor my needs". CPW has ac...”
Se Habla Español
In Business Since 2020
2893 Executive Park Dr Suite 302, Weston, FL
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Smaart Company

Smaart Company

(28)
  • Reviews
  • Happy
  • Team
“My experience was the best with them, they offer an excellent service, I had a problem with taxes and they helped me solve it, the office was super nice and the customer service is excellent..”
Coupons & Offers
In Business Since 2022
Free Initial Consultation
8200 Hialeah Gardens Blvd #8, Hialeah, FL
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Lafortune Financial Services

Lafortune Financial Services

(5)
“#Support Your Location Business”
Coupons & Offers
In Business Since 2019
Free Initial Consultation
5400 W Oakland Park Blvd, Lauderhill, FL
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Blum and Blum, Certified Public Accountants and Advisors

Blum and Blum, Certified Public Accountants and Advisors

(30)
Bookkeeping, Business Services, Financial Planning
“Their expertise is deep based on many years in the business and you can rest assured knowing your accounting and tax needs will be handled the right way.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1987
Offers Financing Options
5511 N University Dr Suite 101, Coral Springs, FL
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Premier Financial Services/ Ross Grossman, EA

Premier Financial Services/ Ross Grossman, EA

(26)
Tax Services, Tell A Friend, Client Links
“Ross Grossman has been my financial guy for years now; he's always been there to answer any questions and guide me through any problems; i highly recommend him.”
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2009
Transparent Fees & Pricing
2400 N University Dr Suite 207, Pembroke Pines, FL
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Avalon Accounting

Avalon Accounting

(14)
Income Tax Returns, Small Business Accounting
“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 .”
Licensed, BBB Rating: A+
In Business Since 1996
Accepts All Major Credit Cards
1500 N University Dr #115, Coral Springs, FL
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Velocity Processing

Velocity Processing

(28)
  • Credit Card
  • Questions
  • Company
“There is no one in the world who is as bad with technology as I am, yet Jeff is always able to explain everything in great detail, in a way even I can understand!”
Remote Consultations Available
Licensed, BBB Accredited
In Business Since 2008
Transparent Fees & Pricing
12331 SW 3rd St # 400, Plantation, FL
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Peterson Accounting CPA P.A.

Peterson Accounting CPA P.A.

(30)
Quickbooks, CFO Services, IRS Representation
“He's caught errors that I've made and proactively asked for missing documentation, so I'm pretty sure that he's saved me more money than I've paid him.”
Transparent Fees & Pricing
In Business Since 1990
Offers Financing Options
Serving Weston Area
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Wild Felice & Partners, PA

Wild Felice & Partners, PA

(26)
Reduction of Estate Taxes., Elimination of Probate.
“I have referred many friends and family to Michael for their Estate planning and all of them without exception have been very pleased with his services and thank me for the referral.”
In Business Since 2009
1250 S Pine Island Rd #200, Plantation, FL
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Credit Repair Miami: Buildworth Strategies

Credit Repair Miami: Buildworth Strategies

(26)
Personal Credit
“We were looking into bankruptcy and what other options we can do to fix our credit before getting married and Buildworth has been a beautiful gift from heaven!”
Free Initial Consultation
15+ Years Experience
Serving Weston Area
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Fallenbaum CPA & Advisors

Fallenbaum CPA & Advisors

(19)
Tax Services, Forensic Accounting, Incorporation Services
“Well maybe outside of marrying my wife and (now that I'm thinking about it) I guess having kids was pretty good too, but for financial advice, Don is great!”
Free Initial Consultation
In Business Since 2009
3701 Greenway Dr, Hollywood, FL
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Anthony, J Perri CPA PA

Anthony, J Perri CPA PA

(7)
“My company has been working with Patrick Fazio for over a year and find him and the Anthony Perri CPA team to be knowledgeable, responsive, friendly and a pleasure to deal with.”
Licensed, BBB Rating: A+
In Business Since 1994
Accepts All Major Credit Cards
9726 W Sample Rd, Coral Springs, FL
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Retirement Planning and Investment Management Services in Weston, FL Cost Estimates

Minimum cost
$1108
Maximum cost
$9417
National Average
$3324
Avg Per Hour Rates
$333
$2216
$6094
Average price range is based on 357 cost profiles
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Average Cost $3324
Minimum cost $1108
Maximum cost $9417
Avg Per Hour Rates $333

Average range $2216 to $6094 is based on 357 cost profiles.

Why these companies made our list

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