Best Financial Advisors in Miramar, FL

24 firms listed · 5 in Miramar · 1 open 24/7 · 6 open weekends · 23 rated 4.5+

Data verified October 18, 2026

Chandler Financial

Chandler Financial

(47)
  • Understanding
  • Needs
  • State
“She always makes sure that my taxes are filed appropriately, she has helped me get my business registered with the state, she tries to accommodate every one of her clients, through zoom, Face Time or in person.”
In Business Since 2017
7951 Riviera Blvd Ste 309, Miramar, FL
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Imperio Wealth Advisors

Imperio Wealth Advisors

(7)
  • Financial Advisor
  • Expertise
  • Future
“His unparalleled expertise, personalized approach, comprehensive financial planning, transparency, remarkable results, and exceptional communication have made him an invaluable asset in my financial journey.”
In Business Since 2022
3350 SW 148th Ave Suite 110, Miramar, FL
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BSC Accounting Services, Division Of Balwant Cheema, C.p.a.

BSC Accounting Services, Division Of Balwant Cheema, C.p.a.

(1)
“Very nice place!”
In Business Since 2002
Free Initial Consultation
3350 SW 148th Ave Suite 110, Miramar, FL
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Avant-Garde Financial

Avant-Garde Financial

(4)
  • Planning
“If you're concerned with your families future and want to ensure they are protected from the unexpected, look no other than Avant-Garde Financial and Jorge Pena!”
In Business Since 2022
Free Initial Consultation
3350 SW 148th Ave Suite 110, Miramar, FL
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Accubis

Accubis

(5)
“They were so nice and explain things to me no matter how long it took to help me understand what I'm doing and why I'm filing my taxes a certain way and I got my returns back really quickly.”
In Business Since 2010
6841 Miramar Pkwy, Miramar, FL
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Bright Hill Advisors

Bright Hill Advisors

(48)
  • Strategies
  • CPA
  • Patient
“One of the things that I appreciated most about Moshe was his ability to think creatively and find ways to save on taxes while still ensuring that everything was done in a legal and ethical manner.”
In Business Since 2022
Free Initial Consultation
Coupons & Offers
North Miami Beach, FL · 11 mi from Miramar
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The 24 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 24 firms we list here, 5 are in Miramar itself and 19 come from towns including Miami (5, 15 mi), Miami Lakes (3, 5 mi) and Pembroke Pines (2, 2 mi). The firms on this page are rated from 3.8 to 5.0 across 1,444 reviews; 9 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 (95%), responsiveness (87%) and quality (68%). 1 is open around the clock; 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are tax services (4), business services (3), bookkeeping (2), cfo services (2) and financial planning (2). 1 shows a license on its website and 2 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 1999. 1 offers urgent consultations; 2 offer payment plans; 4 offer a free initial consultation; 1 is family- or locally-owned and 4 list coupons or special offers. 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 Miramar take financial planning bookings online?

10 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.

Infinite Financial Services

Infinite Financial Services

(49)
  • Credit Score
  • Team
  • Experts
“I was at first apprehensive as I usually meet with my tax advisors in person (I am in VA and IFS is headquartered in FL so we couldn't meet in person) but this has been the best referral ever!”
In Business Since 2019
Coupons & Offers
Miami, FL · 15 mi from Miramar
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PCS Investments

PCS Investments

(45)
  • Patient
  • Course
  • Understand
“We learned so many fundamental and practical approaches to stock trading, as well as important information about the stock market in general, how it works, all the resources available and the best strategies and tools to optimize stock investment re...”
In Business Since 2008
Coupons & Offers
Miami Lakes, FL · 5 mi from Miramar
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PDJ Tax Experts

PDJ Tax Experts

(49)
  • Refund
  • Communication
  • Understand
“She has helped me for the past 2 years with my taxes and gave in-depth understanding what she has done/doing, answered questions to the best of her knowledge, and made me feel comfortable filling my taxes with her.”
In Business Since 2020
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
15 mi from Miramar
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Joorney

Joorney

(48)
  • Result
  • Team
  • Quality
“The final result was more than expected, with graphics, references to relevant articles and even legislation I can also use to support my case in the cover letter.”
In Business Since 2010
Coupons & Offers
Transparent Fees & Pricing
Miami Beach, FL · 16 mi from Miramar
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Premier Financial Services/ Ross Grossman, EA

Premier Financial Services/ Ross Grossman, EA

(50)
  • Choice
  • Questions
  • 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.”
In Business Since 2006
Accepts All Major Credit Cards
Pembroke Pines, FL · 2 mi from Miramar
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Peterson Accounting CPA P.A.

Peterson Accounting CPA P.A.

(35)
  • 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.”
In Business Since 2019
Transparent Fees & Pricing
Offers Financing Options
Accepts Cash, Check
Cooper City, FL · 7 mi from Miramar
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Corey & Associates Accountant Advisor

Corey & Associates Accountant Advisor

(44)
  • Knowledge
  • Questions
  • Prices
“Never have gone any place else since been working.”
In Business Since 2006
Transparent Fees & Pricing
Accepts All Major Credit Cards
Hialeah, FL · 8 mi from Miramar
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Tentho

Tentho

(28)
“Say Bookkeeping offers superb financial expertise, trust worthy consultants and skilled management for all your financial affairs guaranteed to keep your business successful.”
In Business Since 2020
Transparent Fees & Pricing
BBB Rating: A+
Miami, FL · 15 mi from Miramar
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Coral Wealth Management

Coral Wealth Management

(33)
  • Accounts
  • Retirement
  • Team
“Dennis is a great investment advisor, I have worked with him for years, he helped me rollover my 401k, easy to work with, knowledgeable and very professional.”
In Business Since 2017
Miami, FL · 15 mi from Miramar
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Global Wealth Management

Global Wealth Management

(35)
  • Market
  • Meeting
  • 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.”
In Business Since 2014
Fort Lauderdale, FL · 16 mi from Miramar
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Biz CPA Accountants and Advisors

Biz CPA Accountants and Advisors

(27)
  • Ethic
  • Financial
  • Work
“Their personalized approach is what really makes them stand out; they took the time to learn about my unique needs and customized their services to meet them, giving me the assistance and assurance I needed to make sound financial decisions.”
In Business Since 2017
Transparent Fees & Pricing
Doral, FL · 11 mi from Miramar
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Yugo Company

Yugo Company

(44)
  • Knowledge
  • Taxes
  • Service
“Excellent advisor, I recommend many years of experience and validation, come and join, I invite you and you will see that you will continue to be blessed.”
In Business Since 2022
Miami Lakes, FL · 5 mi from Miramar
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Fuster Financial Group

Fuster Financial Group

(33)
  • Managing
  • Trust
  • Knowledge
“I had the pleasure of meeting Pastor through some friends who referred him to me and the truth is that it is the best thing that has happened to me in recent months.”
In Business Since 2017
Miami Lakes, FL · 5 mi from Miramar
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Costanzo Financial Advisors

Costanzo Financial Advisors

(37)
  • Needs
  • Retirement
  • Portfolio
“My family has enjoyed working with Alfred and we feel that he has nothing but our best interest at heart when it comes to helping us with our financial investments.”
In Business Since 2022
Palm Harbor, FL · 208 mi from Miramar
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Grady Group Florida

Grady Group Florida

(27)
  • Annuities
  • Retirement
  • Dinners
“The Grady Group is an awesome trusted organization that really keeps you informed about your finances and current events in today's financial markets.”
In Business Since 2023
Licensed
Plantation, FL · 11 mi from Miramar
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Premium Tax Services

Premium Tax Services

(20)
  • Team
“Milton and his team provide excellent tax advice based on the latest tax information and regulations, and they are always willing to respond any doubt without hesitation and in a timely manner.”
In Business Since 2004
Transparent Fees & Pricing
Miami, FL · 15 mi from Miramar
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Santos Associates Accountants

Santos Associates Accountants

(10)
“Awesome accountants, utilized their services for over thirty years.”
In Business Since 1964
Transparent Fees & Pricing
Family Business
Accepts All Major Credit Cards
Pembroke Pines, FL · 2 mi from Miramar
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Treecefi | Treece Financial Group

Treecefi | Treece Financial Group

(2)
“Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand.”
In Business Since 1996
Transparent Fees & Pricing
Accepts All Major Credit Cards
BBB Rating: A+
Miami, FL · 15 mi from Miramar
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Retirement Planning and Investment Management Services in Miramar, FL Cost Estimates

Minimum cost
$1198
Maximum cost
$10179
National Average
$3593
Avg Per Hour Rates
$360
$2395
$6586
Fair price range is based on 305 cost profiles
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Average Cost $3593
Minimum cost $1198
Maximum cost $10179
Avg Per Hour Rates $360

Fair range $2395 to $6586 is based on 305 cost profiles.

Why these companies made our list

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