D&N Professional Services
“Nelson is very professional and go above and beyond for my business needs, thank you Team”
Best Financial Advisors in Davie, FL
15 firms listed · 4 in Davie · 1 open 24/7 · 6 open weekends · 14 rated 4.5+
Data verified October 16, 2026
Frank Gutta & Co Cpa's PA
“I appreciate his pro-active handling of our taxes and other financial dealings.”
Princeton Financial
Moore Financial Service Group
PCS Investments
“This is a great way to learn the stock market without risking a lost of money.”
Premier Financial Services/ Ross Grossman, EA
“He answers any and all questions with a smile and is always able and willing to help with any tax or financial matters.”
The 15 firms listed for Davie, 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: Davie, FL
Of the 15 firms we list here, 4 are in Davie itself and 11 come from towns including Plantation (2, 4 mi), Pembroke Pines (2, 6 mi) and Cooper City (1, 1 mi). 14 of the firms on this page have a rating, from 4.6 to 5.0 across 357 reviews; 2 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "patient", "knowledge" and "understanding". 1 is open around the clock; 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), our associates (2), our firm (2), our location (2) and our qualifications (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations; 2 offer payment plans; 2 are family- or locally-owned and 1 lists coupons or special offers. 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 Davie take financial planning bookings online?
3 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.
Peterson Accounting CPA P.A.
“After Brian Peterson helped us with our 2019 returns (mess), I can easily say that the firm is worth every penny.”
Chandler Financial
“It's a breath of fresh air when you know you're dealing with a professional that 100 percent about her business and putting her clients first.”
Coral Wealth Management
“I would highly recommend Dennis for anyone needing to get organized and acquiring knowledge about their personal wealth.”
Costanzo Financial Advisors
“I have been a client of costanzo financial since 2019 he has always been quick to respond to all my Financial questions been great to deal with very knowledgeable”
Grady Group Florida
“So, after that it was no-brainer to open an account with Grady Group, and we have never had any regrets.”
Santos Associates Accountants
“We will continue to have them do our tax prep and highly recommend them to everyone who is looking for a good accountant and tax preparer!!”
Tobias Financial Advisors
“My in-laws and my husband and I have been using them for years, and have always had the most wonderful, professional and excellent experience with them.”
Garg and Associates
“While I take the time and try to provide the clearest possible information I can clearly see Krishan thinks it through and provides me valuable guidance which leverages tax law in ways beyond my capabilities and limited expertise.”
Elliott Wave | Elliottwave-Forecast.com
“Very informative and helpful for traders”
Why these companies made our list
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