The highest-rated Financial Planning & Wealth Management companies out of 125 vetted & reviewed in the Lauderhill area.
Learn how we score.
Prominent finalists A-Z in Lauderhill
Accounting Services of Florida
Avalon Accounting
Blum and Blum, Certified Public Accountants and Advisors
Chandler Financial
Commercial Finance Partners
Coral Wealth Management
Debt Relief Help Group
Elite Management Financial
Feller Financial Services
Global Wealth Management
Help Me Credit
Horizon Focus
Kingdom Solutions Plus Consulting
LOYALTY MORTGAGE & INVESTMENTS
Lighthouse Financial Group USA
Peterson Accounting CPA P.A.
Premier Financial Services/ Ross Grossman, EA
Quality Tax Plus Services
Sbge Tax Accounting & Financial
Shulman Law
Solid Ground Financial
Streimer & Flusberg, PA
TurboDebt
Wild Felice & Partners, PA
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Kingdom Solutions Plus Consulting
(4)
“They were very helpful and informative for me while maintaining great customer service throughout the whole process.”
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Help Me Credit
(1)
“Looking forward to build my credit even higher and spread the word on these awesome people who are working hard to help me get my dream house!”
i
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Loyalty Mortgage & Investments
(1)
“They finished all my paperwork very fast and the process was very smooth.”
i
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Horizon Focus
“Specialized expert advice to create effective & efficient solutions for your business. Leverage our expertise and problem-solving skills to tackle specific issues, using proven techniques and strategies to create the vision, the plan, and the impleme...”
i
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Debt Relief Help Group
(27)
Have a Debt Settlement Negotiator Advocating For You
“Fixed my credit big time!”
i
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Blum and Blum, Certified Public Accountants and Advisors
(41)
Tax Services, Financial Planning, Bookkeeping
“With a direct, hands on approach to accounting, clients can be sure that not only will they have an understanding of where they sit currently when they leave the Blums' office, but they will have a game plan for how to get where they want to be.”
i
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Quality Tax Plus Services
(48)
Tax Preparation, Small Business Tax & Accounting Services, Health Insurance
“The team assisted me to redact my resume, my work application with professionalism and patience , I file my tax return and enrolled in Obama care health insurance with them well.”
i
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Accounting Services of Florida
(50)
Letter
Non-Profit
Tax Exempt
“We had an issue with our previous accountant who failed to submit our accounts even though they were completed and paid for for the past 3 yrs I cant say enough good things about Eric he responded so quickly and got everything up to date in 5 days ...”
i
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Premier Financial Services/ Ross Grossman, EA
(50)
Client Links, Tax Services, Annuity Services
“But at once when you meet up with Ross in his office you begin to relax, maybe it's all the fun memorabilia around the office or just knowing your financial situation is in very good hands-I like to think it's both but more likely the later.”
i
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Turbodebt
(50)
Debt Settlement
Debt Relief
Debt Consolidation
“Emilio answered all my question and helped me through the whole process.”
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Sbge Tax Accounting & Financial
(49)
Itin Number, Blog, Notary Services
“Super professional, Leandro and Carol helped us very quickly and took their time to explain the laws work correctly, very easy guidance with the entire process with both personal and company taxes, I highly recommend the services of this company.”
i
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Peterson Accounting CPA P.A.
(35)
Quickbooks, Small Business Accounting, Tax Return Preparation
“Excellent service, reliable, always easy to get in touch and solve quick and twisted situations, letters and questions, by far the best I've worked with Positive Responsiveness, Quality, Professionalism, Value”
i
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Streimer & Flusberg, PA
(50)
Organized
Questions
Communicate
“As a women business owner, I find it valuable to collaborate with individuals who are respectful and knowledgeable and are looking out for my best interests and the interests of my business.”
i
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Solid Ground Financial
(50)
Weight
Understanding
Mind
“I was very uneasy about considering debt consolidation but jennifer cruz made me feel secure about everything and made sure i was going to get the help i needed she was wonderful”
i
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Feller Financial Services
(50)
Interest
Retirement
Portfolio
“Since then, we have been meeting on a very regular basis, especially now that my husband recently passed away and I had to figure out a lot of financial "stuff.”
i
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Chandler Financial
(47)
Educated
Needs
Season
“Our organization has been utilizing the services of Chandler Financial for the past 5 years and the quality of work and professionalism has been outstanding.”
i
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Lighthouse Financial Group USA
(50)
Educate
Questions
Job
“2023: What an amazing professional - she knows everything you need to know about doing taxes and if she doesn't, she will research it and find the answer.”
i
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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..”
i
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Commercial Finance Partners
(40)
Knows
Team
Borrower
“He knows the lay of the land, knows which lenders work the best for your specific criteria, has an underwriting team that will diligence & prep your file beforehand, and then neatly present it to the applicable lenders to ensure you get the best shot...”
i
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Avalon Accounting
(14)
Small Business Accounting, Income Tax Returns
“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 .”
i
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Coral Wealth Management
(33)
Investment Management, Financial Planning, Retirement & Income Planning
“From our conversation I walked away with superior knowledge on how to protect myself, how to increase my wealth (or rather how to protect myself from losing anymore), I had a clearer perspective and deeper understanding of my situation.”
i
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Elite Management Financial
(33)
Finances
Team
“First time after being referred an amazing experience well knowledgeable about what they do and very polite home like inviting experience Positive Responsiveness, Quality, Professionalism, Value”
i
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Global Wealth Management
(35)
Meeting
Needs
Advisor
“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.”
i
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Wild Felice & Partners, PA
(26)
Elimination of Probate., Reduction of Estate Taxes.
“Michael is extraordinarily knowledgeable about both Florida law and tax laws which enable him -- and his firm -- to not only provide answers all of your questions about estates, trusts and wealth planning, but also to advise you on all of your option...”
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Retirement Planning and Investment Management Services in Lauderhill, FL Cost Estimates