Strategic Senior Benefits Group
“I got a fantastic education on how to grow my Portfolio without the worry of the Market and receive a steady income to keep my standard of living.”
Best Financial Advisors in Coconut Creek, FL
15 firms listed · 6 in Coconut Creek · 1 open 24/7 · 2 open weekends · 11 rated 4.5+
Data verified October 16, 2026
Utopia Wealth Management
“Highly recommend Utopia Wealth Management for all of your retirement and financial planning needs.”
Shutowick Wealth Management
“Mike Shutowick is both honest and extremely competent when it comes to investment guidance and counseling.”
Clark Financial Planning Services
“Always looking after our best interest and his professionalism is on point.”
K Brown Consultant Group
AR Accounting and Taxes
The 15 firms listed for Coconut Creek, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Coconut Creek, FL
Of the 15 firms we list here, 6 are in Coconut Creek itself and 9 come from towns including Fort Lauderdale (4, 10 mi), Coral Springs (3, 5 mi) and Deerfield Beach (1, 4 mi). 11 of the firms on this page have a rating, from 4.6 to 5.0 across 338 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (84%) and quality (72%). 1 is open around the clock and 2 are open on weekends. The services the firms on this page list most often on their websites are estate planning (3), financial planning (3), small business accounting (3), asset management (2) and cash flow management (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 3 offer payment plans and 3 offer a free initial consultation. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Coconut Creek take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Cobo Welzien Bowers & Co
Alpina Financial Consultants
McKinnon Wright Wealth Management
Sound
Blum and Blum, Certified Public Accountants and Advisors
“He is experienced, attentive, trustworthy, intelligent and a fine person.”
Sbge Tax Accounting & Financial
“Leandro and his staff are very professional, do very good work and were in touch with me the whole time while doing my taxes.”
Avalon Accounting
“Gail Avalon was extremely knowledgeable in her field, answered our questions professionally and very prompt.”
Secure Wealth Planning Group
“I sleep very good at night knowing my investments are well taken care of.”
Anthony, J Perri CPA PA
“All the staff was very helpful and explained my taxes to me and got me from owing money to getting a very nice refund.”
Why these companies made our list
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