Best Financial Advisors in Coral Springs, FL

The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Coral Springs area.

Blum and Blum, Certified Public Accountants and Advisors

Blum and Blum, Certified Public Accountants and Advisors

(41)
Business Services, Tax Services, Bookkeeping
“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.”
Licensed
In Business Since 1989
Offers Financing Options
Transparent Fees & Pricing
5511 N University Dr # 101, Coral Springs, FL
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Streimer & Flusberg, PA

Streimer & Flusberg, PA

(50)
  • Intelligent
  • Small Business
  • Organized
“Been a client of Streimer & Flusberg for a decade now, amazing company the stuff is always very helpful and most importantly i feel secured and at ease with my taxes and accounting”
In Business Since 2013
12540 W Atlantic Blvd, Coral Springs, FL
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Lighthouse Financial Group USA

Lighthouse Financial Group USA

(50)
  • Outcome
  • Expectations
  • Educate
“Well, I was wrong I'm so glad I chose to come here, not only they do taxes but I received important (life) knowledge about how the economy (system) works”
Transparent Fees & Pricing
In Business Since 2020
11471 W Sample Rd Suite 6, Coral Springs, 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 1994
Accepts All Major Credit Cards
1500 N University Dr #115, Coral Springs, FL
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Wolfson & Associates PA

Wolfson & Associates PA

(25)
Tax Services, Business Services, Industries
“I am using there accounting services from about 20 years and I have very very satisfactory service, in fact it's one of the most perfect service we get from any accounting services firms.”
Accepts All Major Credit Cards
In Business Since 2005
Transparent Fees & Pricing
2801 N University Dr # 306, Coral Springs, 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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Prosperitus Wealth Advisors

Prosperitus Wealth Advisors

(19)
Legacy Guard, Wealthwise Management, Business Success Architects
“Properitus advisor spends so much time with me to understand my family financials goal and current situation before developing a comprehensive personalized financial for us.”
In Business Since 2018
11555 Heron Bay Blvd STE 305, Coral Springs, FL
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IBA Tax Group

IBA Tax Group

(15)
  • Accountant
  • Organized
  • Team
“Irina and her team at IBA Tax Group have been taking care of our taxes for 8 years, and they handle even the most complex issues with the greatest professionalism.”
Free Initial Consultation
In Business Since 2011
6250 Coral Ridge Dr #100, Coral Springs, FL
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M & C Associates

M & C Associates

(1)
Business Services, Services For Individuals, Services For Quickbooks
“Their fees are reasonable, they respond in a timely manner to questions, and they made this transition to a new accountant as stress-free as possible...”
Transparent Fees & Pricing
In Business Since 2020
Free Initial Consultation
Offers Financing Options
1515 N University Dr STE 202, Coral Springs, FL
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Apex Group

Apex Group

Financial Solutions, Fund Solutions, Regulatory and Compliance Solutions
“We are aware that fraudsters might look to pass themselves off as representing the Apex Group by appropriating our brand identity and employee data to gain access to personal information to steal money, including by inviting unsuspecting persons to p...”
Transparent Fees & Pricing
In Business Since 1996
Heron Bay Blvd, Coral Springs, FL
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Lisa J Montano CPA

Lisa J Montano CPA

Financial Advisory, Accounting, Audit Assurance
“From discussing complicated tax issues to interpreting financial documents, our priority is to help you reach your financial goals. We adhere to the highest ethical standards and stay on the cutting edge of the latest professional training.”
Free Initial Consultation
In Business Since 2006
11555 Heron Bay Blvd, Coral Springs, FL
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Legacy Financial Network

Legacy Financial Network

(1)
“Many happy friends and colleagues now working with him as well.”
In Business Since 2007
3000 N University Dr suite d, Coral Springs, FL
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Financialstories

Financialstories

(7)
  • Questions
“Bruce Gerstenfeld is a professional, knowledgeable, trustworthy, accommodating, and just genuinely good person, who is invested in your financial success.”
In Business Since 2023
3301 N University Dr Suite 100, Coral Springs, FL
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All Accounting and Bookkeeping Services

All Accounting and Bookkeeping Services

Tax Services, Services For Individuals
Transparent Fees & Pricing
In Business Since 2024
Offers Financing Options
11765 NW 1st Ct, Coral Springs, FL
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American Horizion Financial

American Horizion Financial

(1)
“Great people, Great Service”
In Business Since 2020
5571 N University Dr STE 104, Coral Springs, FL
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Eaton Financial Group

Eaton Financial Group

Your Personal Financial Portal, Areas of Financial Planning, A Personalized Approach to Your Planning
“Located in South Florida with strong New York roots, we have access to all of the resources of a national investment firm. As we are not captive to any one particular financial institution, we are able to provide you with financial advice along with ...”
Transparent Fees & Pricing
In Business Since 2004
3111 N University Dr # 404, Coral Springs, FL
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Lanza Financial Group

Lanza Financial Group

“Our president, Ettore M Lanza LUTCF has worked in the insurance industry since 1979, starting his career with The Prudential Insurance Company. In 1983 he decided to start an independent insurance agency to be able to offer a variety of products and ...”
Licensed
In Business Since 2012
Free Initial Consultation
11555 Heron Bay Blvd, Coral Springs, FL
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Wealth Advisors

Wealth Advisors

Business Planning, Accumulation, Risk Management
“Wealth Advisors, Inc. is a boutique financial planning practice. We incorporate an intimate, family oriented environment to provide individuals with a custom-tailored comprehensive financial plan accompanied by the highest level of service. Each fina...”
In Business Since 2016
12518 W Atlantic Blvd, Coral Springs, FL
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Longshaw Financial Group

Longshaw Financial Group

Social Security Strategies, Financial Services
“Denise Longshaw, aka "the DROP Lady," is the President and Founder of Longshaw Financial Group.”
In Business Since 2013
9825 W Sample Rd #204, Coral Springs, FL
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FR Financial Advisors

FR Financial Advisors

Strategic Planning, Tax Services, Financial Planning
“For more than a decade, we have been intentional about creating long-term relationships with our clients and their families. We want to be our clients' first call for everything, whether it is developing a tax strategy or helping them with a personal...”
In Business Since 2005
5521 N University Dr STE 104, Coral Springs, FL
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First Financial Solutions Group

First Financial Solutions Group

(3)
“Over 20 years expertise ,no one has lost any money on down market”
10100 W Sample Rd #105a, Coral Springs, FL
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Cater Investment Group

Cater Investment Group

In Business Since 2018
3301 N University Dr Suite 100, Coral Springs, FL
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Estrin Asset Management

Estrin Asset Management

“We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”
In Business Since 2004
5421 N University Dr # 101, Coral Springs, FL
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Yale Financial Consulting

Yale Financial Consulting

“Andrew Yale, president of Yale Financial Consulting has been in the financial industry for over 20 years. LPL Financial is the largest independent broker dealer in the country and has a history dating back to 1989, as reported by Financial Planning M...”
Accepts All Major Credit Cards
In Business Since 2013
5461 N University Dr STE 104, Coral Springs, FL
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Retirement Planning and Investment Management Services in Coral Springs, FL Cost Estimates

Minimum cost
$1194
Maximum cost
$10143
National Average
$3580
Avg Per Hour Rates
$358
$2387
$6563
Average price range is based on 403 cost profiles
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Average Cost $3580
Minimum cost $1194
Maximum cost $10143
Avg Per Hour Rates $358

Average range $2387 to $6563 is based on 403 cost profiles.

Why these companies made our list

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