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 14 from towns including Coral Springs (4, 8 mi), Plantation (2, 3 mi) and Pembroke Pines (2, 12 mi).
2 open weekends · all 15 rated 4.5+ · 3 show a license
Data verified October 18, 2026
Blum and Blum, Certified Public Accountants and Advisors
“Alfonso and his super able staff have provided the best possible service for our personal and corporate accounting services for years.”
Sbge Tax Accounting & Financial
“Excellent work, it's not the cheapest, but it's worth every penny, there's nothing more expensive than paying undue taxes or fines due to lack of knowledge, I highly recommend it”
Strategic Senior Benefits Group
“They helped us streamline our budgeting process, optimize cash flow, and identify new investment opportunities that have already shown measurable returns”
Grady Group of Florida
“Henry gave us opportunity to ask questions, listens attentively and gave us honest answer and direct to the point.”
Premier Financial Services/ Ross Grossman, EA
“It's the most comfortable environment to walk in too and he's very pleasant and professional!”
The 15 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 15 firms on this page are rated from 4.5 to 5.0 across 890 reviews; 5 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". 2 are open on Saturdays. 3 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 13 list a public email and 6 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?
6 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.
Global Wealth Management
“John listens so well and provides detailed answers without overwhelming you with too much details.”
Garg and Associates
“I have used this CPA firm for 20 plus years and have always been very satisfied and confident in our tax return.”
Avalon Accounting
“We have been a client of Avalon accounting for over 10 years and have always been very pleased.”
Book onlineBook
Prosperitus Wealth Advisors
“Working with Paul and Prosperitus Wealth Advisors feels like much more than having a traditional financial advisor—it feels like having a trusted partner in my future.”
Santos Associates Accountants
“Patti has been helping me out for the past 5 years with W-2's and this year i brought her 1099.”
Anthony, J Perri CPA PA
“All the staff was very helpful and explained my taxes to me and got me from owing money to getting a very nice refund.”
Accubis
“I've been using Accubis Accounting for my taxes, and they make the whole process smooth and stress-free.”
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.”
Garrel Miani Financial Group
“Very happy with Joe's handling of my business 401K plan as well as my personal finances and Kathy is very efficient and always a pleasure to deal with.”
Why these companies made our list
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