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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.”

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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”

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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.”

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Bridge Group Tax

(3)

“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.”

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Myriad Capital-Investment Planning

(1)

“The financial professionals at Myriad Capital provide customer service on a whole different level than any of their competitors.”

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PK Wealth Management

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The 24 firms listed for Fort Lauderdale, 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: Fort Lauderdale, FL

Of the 24 firms we list here, 22 are in Fort Lauderdale itself and 2 come from Lauderdale Lakes (1, 4 mi) and North Lauderdale (1, 8 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 152 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 1 shows a license on its website and 1 lists staff certifications (CFP). 15 have ten or more years of experience, the longest 19 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 18 publish a contact page; 18 list a public email and 5 take bookings online. 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 Fort Lauderdale take financial planning bookings online?

5 of the 24 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.

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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.”

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Creative Financial Network

(3)

“A SUPERIOR CUSTOMER EXPERIENCE and are very happy with the relationship and products Dustin has offered to them”

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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.”

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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.”

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Davis Wealth Management

(1)

“I would highly recommend them George and Steve!”

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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”

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Sean Mullervy, Mba, CFP

(1)

“Never one to rush you through anything, Sean is the quintessential professional and nice guy mixed in one.”

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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...”

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Las Olas Capital Advisors

(1)

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RS Financial Services

(1)

“The best part is that you are treated like part of a family, they know your individual needs.”

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Morman & Company

(7)

“She did auricular acupuncture for the neck pain and by the end of the night I was astonished that I had no more neck pain!!”

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Cobo Welzien Bowers & Co

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S&F Servicing

(2)

“I have nothing but good things to say about Sierria, she has worked hard to assist me in acquiring fund and getting the best deals to fit my budget.”

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Patrick T Bulger, Financial Advisor

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McKinnon Wright Wealth Management

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Sound

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Outright Financial Strategies

(4)

“Ivan is a knowledgeable and experienced professional who will take the time to sit down and first and foremost become your friend and trusted adviser, understand your needs, ask the right questions and finally come up with the right solution for you.”

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Wisdom Financial Services

(4)

“Back in 2008 I could have "Drowned" but thank goodness I moved my money to his safe and secure plan, and I am happy to say today,15 years later INCOME for life is the name of the game he recommended, and I can sleep peacefully at night.”

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Best Financial Advisors in Fort Lauderdale, FL

Global Wealth Management

Starting Point Financial

Harris Mandler, CFP , CLU -Equitable Advisors

Bridge Group Tax

Myriad Capital-Investment Planning

PK Wealth Management

Area overview: Fort Lauderdale, FL

Premier Bookkeeping & Tax Services

Creative Financial Network

Levanti Wealth

Kovack Financial / Kovack Securities

Davis Wealth Management

K Brown Consultant Group

Sean Mullervy, Mba, CFP

Palisades Hudson Financial Group

Las Olas Capital Advisors

RS Financial Services

Morman & Company

Cobo Welzien Bowers & Co

S&F Servicing

Patrick T Bulger, Financial Advisor

McKinnon Wright Wealth Management

Sound

Outright Financial Strategies

Wisdom Financial Services

Why these companies made our list

Financial Advisors near Fort Lauderdale

Popular in Fort Lauderdale