Best Financial Advisors in Fort Lauderdale, FL

The highest-rated Financial Planning & Wealth Management companies out of 120 vetted & reviewed in the Fort Lauderdale area.

Shulman Law

Shulman Law

(26)
Criminal Law
“Sasha has represented me in a couple cases and I will always pick her over any attorney, she's done marvelous work for me when the state didn't want to release me, her words of magic got me out of a county sentence with rehab time..”
In Business Since 2015
Emergency Services
3000 N Federal Hwy STE 8, Fort Lauderdale, FL
i
Global Wealth Management

Global Wealth Management

(35)
  • Meeting
  • Needs
  • Office
“They have grown significantly during that time but still maintain the qualities that first attracted me to them: friendliness, integrity, availability, and an ability to address my personal financial needs.”
In Business Since 2014
1301 E Broward Blvd #200, Fort Lauderdale, FL
i
Florida Bankruptcy Advisors, P.L.

Florida Bankruptcy Advisors, P.L.

(31)
Chapter 7, Loan Modification, Chapter 13
“Christian's team also diligently worked the Friday before New Years eve to insure the deal got closed before the start of 2017 to insure I was able avoid a sizable tax hit if the deal was not completed in 2016.”
In Business Since 2009
Accepts Paypal, Financing available, Debit, Check
Free Initial Consultation
120 E Oakland Park Blvd #105, Fort Lauderdale, FL
i
Wholesale Home Sales

Wholesale Home Sales

(23)
  • Transaction
  • Deals
  • Wholesaler
“I am a real-estate investor and from the moment I started talking with him regarding my investment needs I was greeted with warmth, professionalism, and an unparalleled dedication to ensuring my needs were not just met but exceeded.”
20+ Years Experience
Coupons & Offers
1314 E Las Olas Blvd #607, Fort Lauderdale, FL
i
Help Finance Group

Help Finance Group

(23)
  • Loans
  • 2024
  • Pay
“I am so grateful I was able to be provided services by her as she was very diligent in locating my paperwork and making certain that an account that was misprinted, was located and handled properly.”
In Business Since 2017
Free Initial Consultation
6300 NW 5th Way, Fort Lauderdale, FL
i
Rosa M. Cohen, Cpa.

Rosa M. Cohen, Cpa.

(1)
Consulting, Quickbooks Services, Services For Individuals
“I can not more highly recommend a CP for both business and personal tax and financial counsel.”
In Business Since 2016
Free Initial Consultation
Emergency Services
Transparent Fees & Pricing
8 SE 8th St 2nd Floor, Fort Lauderdale, FL
i
MVP Financial Services

MVP Financial Services

(1)
“Dana is awesome, been going to her for around 10 year's😆...”
In Business Since 2016
Licensed, BBB Rating: A+
1395 W Sunrise Blvd # 2, Fort Lauderdale, FL
i
Gruber and Associates

Gruber and Associates

(8)
Accounting Services, Refundathon, IRS Representation
“Jennifer snapped into action collecting all of my relevant tax documentation to then hand off to the Master Tax Wizard himself, Richard to comb through my return and find over $1,000 in savings I would have otherwise missed...”
In Business Since 1999
Free Initial Consultation
2400 E Commercial Blvd #1, Fort Lauderdale, FL
i
Jorge Ramirez CPA

Jorge Ramirez CPA

(8)
  • Job
  • E-Mails
“Since I've known George since 2011 I have never gone wrong doing my taxes with him thank you Jorge Ramirez you are a wonderful CPA Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2010
Transparent Fees & Pricing
Free Initial Consultation
3020 NE 32nd Ave #303, Fort Lauderdale, FL
i
Advisors' Academy

Advisors' Academy

(8)
Marketing For Financial Advisors, Coaching For Financial Advisors, Practice Management For Financial Advisors
“Their coaches, marketing team, media coordinators and all of the other professionals that I work with on a regular basis are an absolute HUGE part of my success over the last decade.”
In Business Since 2010
500 W Cypress Creek Rd # 250, Fort Lauderdale, FL
i
Starting Point Financial

Starting Point Financial

(1)
“While their services were not right for my situation, they were very helpful in taking care of me and trying to figure out the best solution”
In Business Since 2013
Licensed, BBB Accredited
501 E. Las Olas Blvd Suite 200 & 300, Fort Lauderdale, FL
i
Harris Mandler, CFP , CLU -Equitable Advisors

Harris Mandler, CFP , CLU -Equitable Advisors

(8)
  • Information
  • Understand
“We were running into a glitch getting fund statements while processing a loan request and with one quick call to him, we were able to resolve everything and finalize the approval.”
In Business Since 2015
Licensed
1 Financial Plaza # 1200, Fort Lauderdale, FL
i
Bridge Group Tax

Bridge Group Tax

(3)
Personal / Business Budgeting, Payroll, Business/Personal Tax Return Filing
“This is my 2nd year doing taxes with this company, & I learn something new every time as the owner explains tax planning and necessary steps I should take to properly reduce my taxes the following years.”
In Business Since 2019
110 E Broward Blvd #1700, Fort Lauderdale, FL
i
Myriad Capital-Investment Planning

Myriad Capital-Investment Planning

(1)
“The financial professionals at Myriad Capital provide customer service on a whole different level than any of their competitors.”
In Business Since 2012
Family Business
6750 N Andrews Ave Suite 200, Fort Lauderdale, FL
i
PK Wealth Management

PK Wealth Management

“Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states ...”
In Business Since 2012
CFP Certified
Transparent Fees & Pricing
936 Intracoastal Dr #860, Fort Lauderdale, FL
i
Creative Financial Network

Creative Financial Network

(3)
“A SUPERIOR CUSTOMER EXPERIENCE and are very happy with the relationship and products Dustin has offered to them”
In Business Since 2016
5310 NW 33rd Ave UNIT 206, Fort Lauderdale, FL
i
Retirement

Retirement

(3)
“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...”
In Business Since 2021
500 W Cypress Creek Rd # 250, Fort Lauderdale, FL
i
Premier Bookkeeping & Tax Services

Premier Bookkeeping & Tax Services

(13)
“Premier does an incredible and thorough job across their entire platform - tax services, bookkeeping and wealth management and they do it professionally at a competitive price.”
In Business Since 2019
6365 NW 6th Way # 160, Fort Lauderdale, FL
i
Levanti Wealth

Levanti Wealth

(2)
  • Questions
  • Team
“Craig is an excellent financial professional who has patiently explained everything in layman's terms and reviewed the physician's residency checklist with me in preparation for graduation.”
In Business Since 2022
501 E Las Olas Blvd #300, Fort Lauderdale, FL
i
Biz Universal

Biz Universal

Business Services, Tax Services, Business Coaching
“Biz Universal is licensed in FL and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
In Business Since 2021
Transparent Fees & Pricing
Offers Financing Options
4800 N State Rd 7 # F-107, Lauderdale Lakes, FL
i
Kovack Financial / Kovack Securities

Kovack Financial / Kovack Securities

(2)
“This Firm is amazing and full of wonderful people that truly understand the independent channel and are dedicated to helping you grow your business by supporting your back office.”
In Business Since 2007
6451 N Federal Hwy, Fort Lauderdale, FL
i
K Brown Consultant Group

K Brown Consultant Group

(1)
“I thought the process would take months but within the first few weeks I saw inquiries and closed accounts dropping off”
In Business Since 2023
2950 W Cypress Creek Rd suite 225, Fort Lauderdale, FL
i
Palisades Hudson Financial Group

Palisades Hudson Financial Group

(1)
“It's a amazing fair the rides are very big and they care about the guests the staff are very friendly and is super big ever and has the best rides ever and the best place ever the staff here are more friendly and I am very sad it has no reviews and h...”
In Business Since 2008
Accepts All Major Credit Cards
200 SW 1st Ave #800, Fort Lauderdale, FL
i
Mgbr Financial Services

Mgbr Financial Services

(1)
“Very informative and thorough.”
In Business Since 2022
300 SW 1st Ave suite 155, Fort Lauderdale, FL
i

Retirement Planning and Investment Management Services in Fort Lauderdale, FL Cost Estimates

Minimum cost
$1211
Maximum cost
$10289
National Average
$3632
Avg Per Hour Rates
$364
$2421
$6658
Fair price range is based on 491 cost profiles
Click to copy
Successfully copied!
Average Cost $3632
Minimum cost $1211
Maximum cost $10289
Avg Per Hour Rates $364

Fair range $2421 to $6658 is based on 491 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top