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Best Financial Advisors near Margate, FL
We have one firm in Margate on file, and it is on this list, along with 23 from towns including Boca Raton (9, 11 mi), Coral Springs (4, 3 mi) and Deerfield Beach (2, 7 mi).
1 open weekends · 23 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
- Needs
“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
- Choice
“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
- Knowledge
- 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
- Tax Return
- Number
“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
- Meeting
- Retirement
- Portfolio
“Feller Financial Services has been our financial advisor and planner for years now and has consistently taken care of our investments and planning for our future.”
The 24 firms listed for Margate, 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: Margate, FL
The 24 firms on this page are rated from 4.3 to 5.0 across 898 reviews; 7 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (99%), responsiveness (88%) and quality (73%). The topics that come up most in reviews of the firms on this page are "patient", "communication" and "knowledge". 1 is open on Saturdays. The services the firms on this page list most often on their websites are payroll (3), small business accounting (3), tax planning (3), bookkeeping (2) and business services (2). 3 show a license on their websites and 5 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 38 years. 4 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 21 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 any financial advisers listed for Margate offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Worthy Peer Capital
- Stock Market
- Bonds
- Return
“Especially for money that you might invest for 1-5 years because you can withdraw the money whenever you want to and there's not the fluctuation on the money that you might experience with the stock market or even mutual funds.”
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Wealthcare Financial
- Mind
- Retirement
- Financial Advisor
“Also having worked in the financial industry for a while, knowing the ins and outs of many things that never surface to the non-financial professionals i can confidently recommend them to plan your Financial future - may it be Insurances, Investing o...”
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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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Global Wealth Management
- 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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Grady Group Florida
- Market
- 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
- Options
- 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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My Accounting Crew
- Patient
- Questions
- Small Business
“Audra's expertise on her You Tube videos was extremely helpful but they also made me realize that I should just inquire about seeing if she was available to actually do these forms for me!”
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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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Boca Accounting
- Questions
“We are not based in Florida, and Rich and Ted continuously have to learn the different accounting laws and various things from state to state , they are always up to date on the new additions to the tax law in Texas and what they do not know they wil...”
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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
- Confidence
- Financial Advisor
- Goals
“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
- Medicare
- 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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Meridian Retirement Solutions
- Strategy
- 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...”
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John P. Miller CPA PA
“Miller always provided me with excellent service for the past 23 years since I've been filing my tax returns with him!”
Why these companies made our list
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