Best Financial Advisors in Davie, FL

The highest-rated Financial Planning & Wealth Management companies out of 160 vetted & reviewed in the Davie area.

Black Jacket Group

Black Jacket Group

(6)
  • Taxes
“This is the best customer service experience I have had in my entire adult life, they were knowledgeable, patient, understanding and willing to accommodate my every need.”
In Business Since 2015
5400 S University Dr Suite 112, Davie, FL
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John L Abitante, Cpa, PA

John L Abitante, Cpa, PA

Tax Services, Business Services, Services For Individuals
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2015
12401 Orange Dr, Davie, FL
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Princeton Financial

Princeton Financial

Tell A Friend, Orion Portfolio Solutions Login
“Welcome to our Web site , where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities that are available when you take a proactive appr...”
Transparent Fees & Pricing
In Business Since 2006
12555 Orange Dr #109, Davie, FL
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Y & C Truck Capital

Y & C Truck Capital

(5)
“My experience with the crew and owner at y & c truck capital is awesome they are always polite when speaking with them and when I have problems I speak directly the owner and he helps me out alot it's like family to me I would highly recommend dealin...”
4721 Orange Dr, Davie, FL
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The Pawley Agency

The Pawley Agency

(4)
“She is courteous and very knowledgeable.”
10600 Griffin Rd #105, Davie, FL
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Stevens Financial

Stevens Financial

Managing Your Finances, Insurance, Business Succession Planning
“No matter what your age, it's always important to make the right financial decisions to assure the security and comfort of your future.”
In Business Since 2015
4179 SW 64th Ave Suite 100, Davie, FL
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JEM Financial Group

JEM Financial Group

(3)
“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...”
In Business Since 2011
Serving Davie Area
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Smaart Company

Smaart Company

(28)
  • 1031 Exchange
  • Service
  • Owner
“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..”
Free Initial Consultation
Coupons & Offers
In Business Since 2022
8200 Hialeah Gardens Blvd #8, Hialeah, FL
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Lafortune Financial Services

Lafortune Financial Services

(5)
“Simply amazing!!”
Free Initial Consultation
Coupons & Offers
In Business Since 2019
5400 W Oakland Park Blvd, Lauderhill, 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 .”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1994
1500 N University Dr #115, Coral Springs, FL
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Premier Financial Services/ Ross Grossman, EA

Premier Financial Services/ Ross Grossman, EA

(26)
Annuity 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.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2009
Remote Consultations Available
2400 N University Dr Suite 207, Pembroke Pines, FL
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Peterson Accounting CPA P.A.

Peterson Accounting CPA P.A.

(30)
IRS Representation, Tax Return Preparation, Payroll
“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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1990
Serving Davie Area
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Velocity Processing

Velocity Processing

(28)
  • Needs
  • Team
  • Saving
“Traveling a lot for business can make it challenging at times to process payments on the go but they've always been there to help get it done even when abroad.”
Transparent Fees & Pricing
Licensed, BBB Accredited
In Business Since 2008
Remote Consultations Available
12331 SW 3rd St # 400, Plantation, FL
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Wild Felice & Partners, PA

Wild Felice & Partners, PA

(26)
Reduction of Estate Taxes., Elimination of Probate.
“Each time I've witnessed the utmost professionalism and attention to detail along with compassion and empathy for his clients who are typically dealing with the loss of a loved one.”
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
“It's been a work in progress but so far so good, yes it takes time for his people to reach out but the moment I reach out they always respond within 24 hours.”
Free Initial Consultation
15+ Years Experience
Serving Davie Area
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Shulman Law

Shulman Law

(24)
Criminal Law
“She is very helpful willing to help you no matter what, she made herself available whenever I needed help related to my case, very professional and got things done on a timely manner.”
In Business Since 2015
3000 N Federal Hwy Suite 8, Fort Lauderdale, 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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1992
9726 W Sample Rd, Coral Springs, FL
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Affordable Tax Professionals

Affordable Tax Professionals

(15)
  • Expenses
  • Accountant
“He is the absolute best at maximizing your allowable expenses and deductions to help you file the most favorable personal and corporate tax returns - did a great job with both of mine!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2011
Free Initial Consultation
2455 Hollywood Blvd, Hollywood, FL
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Fallenbaum CPA & Advisors

Fallenbaum CPA & Advisors

(19)
Planning & Advisory, Real Estate Services, Business Valuations
“He cares about his clients and goes the extra mile to not only keep us informed and explain things in detail to us but builds a friendship with his clients.”
Free Initial Consultation
In Business Since 2009
3701 Greenway Dr, Hollywood, FL
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Santos Associates Accountants

Santos Associates Accountants

(8)
“Awesome accountants, utilized their services for over thirty years.”
Family Business
Accepts All Major Credit Cards
Licensed
In Business Since 1964
1961 NW 150th Ave #104, Pembroke Pines, FL
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Coral Wealth Management

Coral Wealth Management

(22)
Financial Planning, Retirement & Income Planning, Investment Management
“He clearly has a tremendous amount of experience in this industry to help me make careful and smart financial decisions, not only for my family, but for retirement planning as well.”
In Business Since 2017
20801 Biscayne Blvd Suite 403, Miami, FL
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Rosa M. Cohen, Cpa.

Rosa M. Cohen, Cpa.

Quickbooks Services, Business Services, Services For Individuals
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. We'd like to provide you with an opportunity to get to know our staff as well as our fir...”
Free Initial Consultation
Transparent Fees & Pricing
Emergency Services
In Business Since 2016
8 SE 8th St 2nd Floor, Fort Lauderdale, FL
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Madison Monroe and Associates

Madison Monroe and Associates

(23)
Student Loan Services, Credit Repair Services, Debt Settlement Services
“Grateful to have found Madison Monroe & Associates not only did they helped me eliminate my debts but while being in their program I was able to refinance my Mortgage to a better rate.”
Free Initial Consultation
In Business Since 2010
Serving Davie Area
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Krause Capital

Krause Capital

(19)
Police & Fire Pension Consulting, Independent Business Consulting, Endowment & Pension Management
“Everyone I have been in contact with at Krause Capital (Phillip, Michael and Alex) are professional and honest and will not disappoint future investors.”
In Business Since 2008
401 E Las Olas Blvd Suite 1400, Fort Lauderdale, FL
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Retirement Planning and Investment Management Services in Davie, FL Cost Estimates

Minimum cost
$1171
Maximum cost
$9949
National Average
$3512
Avg Per Hour Rates
$352
$2341
$6438
Typical price range is based on 543 cost profiles
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Average Cost $3512
Minimum cost $1171
Maximum cost $9949
Avg Per Hour Rates $352

Typical range $2341 to $6438 is based on 543 cost profiles.

Why these companies made our list

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