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Loyalty Mortgage & Investments
“They finished all my paperwork very fast and the process was very smooth.”
Best Financial Advisors near Lauderhill, FL
We have one firm in Lauderhill on file, and it is on this list, along with 23 from towns including Boca Raton (5, 16 mi), Coral Springs (4, 8 mi) and Pembroke Pines (3, 12 mi).
3 open weekends · 22 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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Blum and Blum, Certified Public Accountants and Advisors
- Understand
- Educated
- Communication
“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.”
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Premier Financial Services/ Ross Grossman, EA
- Questions
- Accountant
- Financial Advice
“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.”
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Sbge Tax Accounting & Financial
- Profession
- Team
- Communication
“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.”
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Peterson Accounting CPA P.A.
- Questions
- Number
- Tax Return
“Brian Peterson of Peterson Accounting helped our small business prepare and file our tax return, and we were blown away with his knowledge, expertise, and level of service.”
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Feller Financial Services
- 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.”
The 24 firms listed for Lauderhill, 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: Lauderhill, FL
The 24 firms on this page are rated from 4.1 to 5.0 across 844 reviews; 5 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (87%) and quality (72%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "communication". 3 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (3), financial planning (3), retirement planning (3), small business accounting (3) and tax services (3). 3 show a license on their websites and 5 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 4 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 17 publish a contact page; 20 list a public email and 9 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 Lauderhill take financial planning bookings online?
9 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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Chandler Financial
- 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.”
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Avalon 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 .”
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Coral Wealth Management
- Knowledge
- Retirement
- Patient
“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.”
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Global Wealth Management
- 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.”
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Costanzo Financial Advisors
- Mind
- Retirement
- Knowledge
“Al has been an excellent advisor, has thorough knowledge of financials and Investments that I lack he has been great at keeping my portfolio up to date to maximize my investments and look out for my best interest, great personality and clear communic...”
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Grady Group Florida
- Presentation
- Retirement
- Insurance
“They're a close knit consumer company that invites their investors to share their experiences at one of the many financial workshops they're offering through Florida, along with a complimentary awesome dinner @ a 5 star restaurant.”
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Secure Wealth Planning Group
- Educated
- Retirement
- Fiduciary
“The human touch and true understanding of one's needs and goals were captured from the onset when I met Richard Ehrlich and later Samara, providing amazing support, educated suggestions of where to invest plus a clear understanding of their process a...”
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Santos Associates Accountants
“Highly recommend!”
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Anthony, J Perri CPA PA
“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.”
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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.”
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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.”
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American Asset Management
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Prosperitus Wealth Advisors
- Financial Advisor
- Goals
- Decision
“Sensitive issues have been dealt with in an expeditious manner, professionally and in so many ways I have been spared the pain of going through multiple unnecessary financial headaches.”
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Strategic Senior Benefits Group
- Mind
- Retirement
- Tax
“I had worked with Fidelity and Voya, you know the people who NEVER call you, who ask for your account number, whom you have to navigate 4 layers of automated answering systems to maybe be on hold for 20 minutes to speak to a human.”
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Caruso & Co
“Had an excellent experience using this firm, truly a very knowledgeable and definitely patient CPA willing to answer questions and explain everything.”
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Janette L Davis, CPA
- Financial
“You are in good hands, not only do they care about your financial future they work hard to help you make better decisions year after year in the way they do your taxes and the financial advise.”
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Meridian Retirement Solutions
- Chose
- Income
- Tax
“I did quite a bit of research including attending dinners for several advisors as well as a class at the local college to make sure I understood all the issues and would make a selection that suited me, where I am in my life plan and could find someo...”
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Marmorstein Wealth Management - Financial Advisor in Boca Raton
“The fact that he has been in business for 30 plus years and has so many federal and or state licenses such as being a stock broker, life, health, annuity agent, a CPA and an estate planning has instilled in me the confidence to continue to have him a...”
Retirement Planning and Investment Management Services in Lauderhill, FL Cost Estimates
Minimum cost
$1109
Maximum cost
$9426
National Average
$3327
Avg Per Hour Rates
$333
$2218
$6099
Fair price range is based on 278 cost profiles
Why these companies made our list
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