Boca Raton, FL

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Boca Raton, FL
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Best Financial Advisors in Boca Raton, FL

Handpicked from 291 vetted & reviewed Financial Planning & Wealth Management firms in the Boca Raton area, explore the top 5 leading options among the selected group of 24 finalists.

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Gold Coast Accounting

Gold Coast Accounting

(18)
Services For Individuals, Tax Services, Business Services
“My husband and I both have our own companies and Gold Coast has been very helpful and patient with us in making sure we have all of our accounting affairs in order.”
Transparent Fees & Pricing
Accepts All Major Credit Cards, Check, Paypal
Offers Financing Options
In Business Since 1999
7301 W Palmetto Park Rd Suite 110C, Boca Raton, FL
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THE Brammer Firm

THE Brammer Firm

(8)
“I recently found myself in a unexpected legal bind concerning mistaken identity and Marlon jumped right in and able to rectify the matter in a prompt and affordable manner.”
In Business Since 2016
4400 N Federal Hwy Suite 210, Boca Raton, FL
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Accounting Services of Florida

Accounting Services of Florida

(30)
  • 501(C) Organization
  • Tax Exempt
  • The Irs
“After inheriting a mess of a financial situation, I reached out to Eric and he was excellent at helping navigate filing taxes and getting our non profit status reinstated.”
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 2017
7000 W Palmetto Park Rd #210, Boca Raton, FL
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Adam C. Ziffer, Cpa, PA

Adam C. Ziffer, Cpa, PA

(28)
  • Questions
  • Responsive
“He is reasonably priced, always available via phone, text, or e-mail, and is willing to sit down and explain complicated tax matters or answer any questions.”
Transparent Fees & Pricing
In Business Since 2018
7000 W Palmetto Park Rd #210, Boca Raton, FL
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Wealthcare Financial

Wealthcare Financial

(30)
  • Family
  • Manage
  • Questions
“I wish I could give them 10 stars but Google's max is only 5 which is not fare considering these two great man's efforts and professionalism not easily found these days in Florida.”
In Business Since 2020
5301 N Federal Hwy suite 170, Boca Raton, FL
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Best of 2023

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Feller Financial Services

Feller Financial Services

(30)
  • Family
  • Knowledge
  • Company
“The market these last 8 years have been anything but normal history but Richard stays up to date and changes our holdings around so that we have the best chance at keeping our hard earned money around.”
In Business Since 2009
1900 Glades Rd Suite 354, Boca Raton, FL
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MTD Accounting & Bookkeeping Inc

MTD Accounting & Bookkeeping Inc

(21)
  • Financial
“In the process I learned that keeping an accountant for my business In the long run it's the best and cost effective way to go to keep my books up to date and getting information on time.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2020
4400 N Federal Hwy Suite 8, Boca Raton, FL
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Secure Wealth Planning Group

Secure Wealth Planning Group

(24)
Tax Reduction Strategies, Second Opinion, Retirement Income Planning
“We enjoy speaking with him and getting updates on products or current standings and look forward to continued growth in our portfolio as well as our friendship.”
In Business Since 2011
7280 W Palmetto Park Rd, Boca Raton, FL
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Marmorstein Wealth Management - Financial Advisor in Boca Raton

Marmorstein Wealth Management - Financial Advisor in Boca Raton

(6)
Certified Financial Planner, Financial Consultant, Financial Planner
“Paula, while quiet, was especially appreciative as she has never taken a finance or business class in her life and after the meeting said she had a much greater understanding of what everything meant.”
Accepts Check
Licensed, BBB Accredited
In Business Since 1996
2385 NW Executive Center Dr #100, Boca Raton, FL
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Boca Accounting

Boca Accounting

(27)
Financial Statement Review, Association Services, Professional Consulting
“We are not based in Florida, and Rich and Ted continuously have to learn the different accounting laws and various things from state to state , they are always up to date on the new additions to the tax law in Texas and what they do not know they wil...”
Transparent Fees & Pricing
In Business Since 2007
190 NW Spanish River Blvd #200, Boca Raton, FL
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Chamberlin Financial

Chamberlin Financial

(21)
Tax Planning, Lifetime Income, Wealth Strategies
“Chamberlin Financial provides regular, accurate, informative newsletters and updates concerning current financial issues that every person should be aware of.”
In Business Since 2015
2385 NW Executive Center Dr Suite 100, Boca Raton, FL
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American Asset Management

American Asset Management

Investment Management Services, Asset Management, Capital Preservation
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 1999
225 NE Mizner Blvd, Boca Raton, FL
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Commercial Finance Partners

Commercial Finance Partners

(24)
  • Loan
  • Team
  • Business
“We have been doing business with Commercial Finance Partners since January 2020; and, through the difficult pandemic times , they were able to help us get refinancing for our commercial business.”
Free Initial Consultation
Offers Financing Options
In Business Since 2012
1200 N Federal Hwy Ste 201, Boca Raton, FL
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Financial Warranty

Financial Warranty

(19)
  • Company
“Hi im very happy to say Financial Warranty is a loving and caring company and they helped me in many ways I do rate them with 5 stars and I wish there was more company's like them !”
In Business Since 2019
6501 Congress Ave #240, Boca Raton, FL
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Menzer & Hill

Menzer & Hill

(9)
Futures and Commodities Arbitration / Litigation, Annuities Arbitration | Insurance & Annuities Litigation, Broker Representation
“The attorneys held key positions in the brokerage business before starting their firm representing customers and investors, which gives them an added perspective.”
Free Initial Consultation
In Business Since 2010
7280 W Palmetto Park Rd #203, Boca Raton, FL
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John P. Miller CPA PA

John P. Miller CPA PA

(3)
Succession Planning, Elder Care, Quickanswers
“I appreciate having John as a CPA.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2009
2499 Glades Rd #304, Boca Raton, FL
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Storick Group

Storick Group

(7)
Defined Benefit Plans, Profit Sharing Plans, High Costs VS Low Cost
“It is a pleasure to continue to trust them for many more years to come, and I highly recommend the Storick Group to anyone looking for an honest, experienced professional experience.”
Transparent Fees & Pricing
In Business Since 2000
2901 Clint Moore Rd Suite 415, Boca Raton, FL
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Eric J Cohen CPA PA

Eric J Cohen CPA PA

(1)
Tax Services, Business Services, Quickbooks Services
“Whether your needs are personal, corporate or tax related, Eric and his skilled team are knowledgeable and approachable.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2018
5255 N Federal Hwy #220, Boca Raton, FL
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Meridian Retirement Solutions

Meridian Retirement Solutions

(12)
  • Roth Ira
  • Investments
  • Seminars
“Larry is currently evaluating our Life Insurance coverage, and perhaps migrate to a policy that includes a Long Term Health Care solution that could be funded with existing Insurance cash value..”
In Business Since 2017
1200 N Federal Hwy, Boca Raton, FL
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Maynes IM Financial

Maynes IM Financial

(8)
Wealth Management, Guided Wealth Portfolios, Investment Management
“Young or old, let Michael help to plan your financial future and put you on the road to the kind retirement you have always dreamed of--you will definitely not be disappointed when you get there!!”
In Business Since 1895
299 Camino Gardens Blvd Suite 301, Boca Raton, FL
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Accounting Specialty Group - Boca Raton

Accounting Specialty Group - Boca Raton

(5)
Forensic Accounting, Key to Life, LLC, Specialty Services
“Robert has been doing my taxes for a decade and have never any any issues whatsoever.”
In Business Since 2019
2424 N Federal Hwy APT 411, Boca Raton, FL
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GM Financial Group Limited

GM Financial Group Limited

(4)
“Very up 2 date with all current laws.”
Transparent Fees & Pricing
In Business Since 2004
399 W Palmetto Park Rd Suite 102, Boca Raton, FL
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Ulin & Co. Wealth Management

Ulin & Co. Wealth Management

(8)
  • Retirement
  • Portfolio
“Certified Financial Planner, fee-based wealth management, retirement advice, very responsive and professional to work with over many years with our family.”
In Business Since 2004
301 Yamato Rd Suite 3150, Boca Raton, FL
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Banyan Global Investment Advisors

Banyan Global Investment Advisors

(3)
Comprehensive Financial Planning, Education Planning, Wealth Management
“Best advisors in Boca!”
In Business Since 2012
2600 N Military Trl STE 250, Boca Raton, FL
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Retirement Planning and Investment Management Services in Boca Raton, FL Cost Estimates

Minimum cost
$1163
Maximum cost
$9879
National Average
$3487
Avg Per Hour Rates
$349
$2325
$6392
Typical price range is based on 323 cost profiles
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Average Cost $3487
Minimum cost $1163
Maximum cost $9879
Avg Per Hour Rates $349

Typical range $2325 to $6392 is based on 323 cost profiles.

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Wealth Management Advisors near Boca Raton

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