Best Financial Advisors in Coconut Creek, FL

“For me, I find it reassuring for someone who is handling my money to be very responsive to any questions that I have and available to address any concerns that I have.”

“Advisors' Academy and their affiliate companies give an independent advisor all of the tools needed to provide the absolute best guidance and service for their clients.”

“Mike Shutowick is both honest and extremely competent when it comes to investment guidance and counseling.”

“As “Family Financial Advisors,” we understand the importance our work can have on the financial resources of our clients. It affects their ability to meet their needs and can also potentially provide the funding for fulfilling their greatest dreams a...”

“As an independent firm working predominately with retired clients or clients preparing for retirement, The Retirement Income Store has helped expand and solidify our messaging and provided infrastructure allowing us to better serve our clients in rea...”

“A great experience being a member and I'm proud to speak at their informative events as well!”

“We have the resources and advisors needed to achieve new levels of growth and success and we are dedicated to supporting institutions, independent financial advisors, franchisees, and the clients that our advisors serve. Sound Income Strategies is an...”

“The focus of our wealth management practice is to provide individualized, personal attention to our clients. All services including financial, estate, and tax planning as well as portfolio management are customized according to your specific needs by...”

“We are a fee-only financial planning firm that specializes in providing holistic financial planning and investment advisory services to individuals, families, and small business owners. We help people of all income levels achieve their goals and obta...”

“Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Kirsner Wealth Management. Kirsner Wealth Management is ...”

“Quick, efficient and super kind.”

“JEM is the best, i have been using them for approx 5 years ,Eric has given great advice over the years That helped my business grow ,I previously used another CPA for many years there is no comparison I feel like my business is in very good hands n...”

“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 .”

“He's patient, responsive, trustworthy, and was super helpful in helping us figure out our best tax strategy during tax season and throughout the year.”

“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.”