Chandler Financial
“They take the feeling of being overwhelmed away with their willingness to assist and guide.”
Best Financial Advisors in Miramar, FL
15 firms listed · 5 in Miramar · 4 open weekends · all 15 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Accubis
“Very knowledgeable about the tax laws and made sure I took advantage of all opportunities available to reduce taxes.”
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Treece Financial Group
“It was done properly and they helped our family answer multiple questions or concerns' regarding her investments and disbursements.”
Imperio Wealth Advisors
“Very satisfied with the customer service and results I've received from Imperio.”
Avant-Garde Financial
“He was able to guide me and build a program that suits my financial needs for myself and my family.”
Bright Hill Advisors
“He helped me through each step, navigating through a jungle of otherwise confusing tasks.”
The 15 firms listed for Miramar, 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: Miramar, FL
Of the 15 firms we list here, 5 are in Miramar itself and 10 come from towns including Miami (3, 15 mi), Miami Lakes (2, 5 mi) and Pembroke Pines (1, 2 mi). The firms on this page are rated from 4.5 to 5.0 across 1,068 reviews; 6 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "patient", "knowledge" and "understanding". 4 are open on Saturdays. The services the firms on this page list most often on their websites are annuities (2), financial planning (2), investment management (2), life insurance (2) and new business formations (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation and 2 list coupons or special offers. We have a website on file for all 15 of the firms on this page; 10 publish a contact page; 12 list a public email and 7 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 Miramar offer a free first meeting?
2 of the 15 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.
PCS Investments
“An excellent mentor, full of extremely valuable and applicable knowledge and teachings for any investor who wants to understand the stock markets.”
Premier Financial Services/ Ross Grossman, EA
“He makes the whole process smooth and stress-free, always taking the time to explain everything and ensure I'm getting the best outcome possible”
Grady Group of Florida
“Henry and his staff is the best to deal with when it comes to financial matters.”
Coral Wealth Management
“Dennis's expertise really stands out, and he has a great team behind him that takes its fiduciary responsibility seriously.”
Corey & Associates Accountant Advisor
“Annie went above and beyond to make sure I was taken care of and the office staff is always very courteous.”
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Fuster Financial Group
“He is detailed and will always give you options without pressure, ensuring that you understand, so you can make the best decision.”
J A Rodriguez CPA
“Could not be happier with this family run Org.”
Premium Tax Services
“Everything was easy and they take the time to clarify all my questions.”
Dream Cap Financial
“The entire process was seamless from start to finish, and I will definitely be a repeat customer.”
Why these companies made our list
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