Best Financial Advisors in Oakland Park, FL

The highest-rated Financial Planning & Wealth Management companies out of 183 vetted & reviewed in the Oakland Park area.

Accounting Services of Florida

Accounting Services of Florida

(50)
  • Non-Profit
  • CPA
  • Tax Exempt
“We had an issue with our previous accountant who failed to submit our accounts even though they were completed and paid for for the past 3 yrs I cant say enough good things about Eric he responded so quickly and got everything up to date in 5 days ...”
In Business Since 2017
Offers Financing Options
Accepts All Major Credit Cards
7000 W Palmetto Park Rd Suite 210, Boca Raton, FL
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Gold Coast Accounting

Gold Coast Accounting

(18)
Business Services, Services For Individuals, Tax Services
“I am a firm believer in supporting family owned businesses and I know from experience that they are outstanding with their professionalism, quality of service, and I absolutely LOVE that they are digital and up to date with their methods.”
In Business Since 1998
Transparent Fees & Pricing
Accepts All Major Credit Cards, Check, Paypal
Offers Financing Options
7301 W Palmetto Park Rd Suite 110C, Boca Raton, FL
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Florida Bankruptcy Advisors, P.L.

Florida Bankruptcy Advisors, P.L.

(31)
Chapter 7, Loan Modification, Chapter 11 / Small Business
“Christian's team also diligently worked the Friday before New Years eve to insure the deal got closed before the start of 2017 to insure I was able avoid a sizable tax hit if the deal was not completed in 2016.”
In Business Since 2011
Free Initial Consultation
Accepts Paypal, Financing available, Debit, Check
120 E Oakland Park Blvd #105, Fort Lauderdale, FL
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Secure Wealth Planning Group

Secure Wealth Planning Group

(35)
Retirement Income Planning, Tax Reduction Strategies, Second Opinion
“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...”
In Business Since 2011
7280 W Palmetto Park Rd, Boca Raton, FL
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Garg and Associates

Garg and Associates

(16)
“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.”
In Business Since 2011
Offers Financing Options
Transparent Fees & Pricing
8890 W Oakland Park Blvd Suite 202, Sunrise, FL
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Meridian Retirement Solutions

Meridian Retirement Solutions

(18)
  • Income
  • Strategy
  • 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...”
In Business Since 2017
7284 W Palmetto Park Rd Suite 101, Boca Raton, FL
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Menzer & Hill

Menzer & Hill

(8)
Securities Arbitration or Litigation, Futures and Commodities Arbitration / Litigation, Annuities Arbitration | Insurance & Annuities Litigation
“I live in a different state but they were able to handle my case remotely and did an excellent job communicating with me throughout the process.”
In Business Since 2010
Free Initial Consultation
7280 W Palmetto Park Rd #203, Boca Raton, FL
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Lerrosarbey - CPA Accounting Firm

Lerrosarbey - CPA Accounting Firm

(12)
Certified Public Accounting
“I always procrastinate when it comes to filing my taxes, but Victor and Joe Lerro always get the job done even when deadlines are quickly approaching.”
In Business Since 1989
Accepts All Major Credit Cards
1499 W Palmetto Park Rd #107, Boca Raton, FL
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Evolve Financial Services

Evolve Financial Services

(1)
Tax Services, Bookkeeping, Payroll Services
“Cher is very professional and will help you with any issue that you may have.”
In Business Since 2020
IRS Certified
7771 W Oakland Park Blvd Suite 155, Sunrise, FL
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Fred Noble CPA

Fred Noble CPA

(1)
“Handles the accounting for multiple businesses of mine as well as my personal - very skilled, always expanding his knowledge, and an all around great guy, there isn't a better accountant for SMB”
In Business Since 2013
Transparent Fees & Pricing
450 N Park Rd, Hollywood, FL
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Dirocco & Moss

Dirocco & Moss

(3)
Services For Individuals, Tax Services, Business Services
“His combination of expertise and exceptional customer service makes him the best in the business.”
In Business Since 2018
Offers Financing Options
Transparent Fees & Pricing
7800 W Oakland Park Blvd # 306, Sunrise, FL
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The Andersen Firm

The Andersen Firm

(3)
Estate Planning
“I've reached out to Angela Hooper, Director of Professional Alliances and she has been the most responsive and professional person I've dealt with in years.”
In Business Since 1995
7771 W Oakland Park Blvd #228, Sunrise, FL
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JEM Financial Group

JEM Financial Group

(3)
“JEM is the best, i have been using them for approx 5 years ,Eric has given great advice over the years That helped my business grow ,I previously used another CPA for many years there is no comparison I feel like my business is in very good hands n...”
In Business Since 2011
3455 NE 12th Terrace #7, Oakland Park, FL 33334
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Sean Mullervy, Mba, CFP

Sean Mullervy, Mba, CFP

(1)
“Never one to rush you through anything, Sean is the quintessential professional and nice guy mixed in one.”
In Business Since 2023
2881 E Oakland Park Blvd, Fort Lauderdale, FL
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Intercoastal Capital Markets

Intercoastal Capital Markets

“Combining a diverse inventory, strong relationships, stable market capitalization and ethical and experienced principals gives Intercoastal an unbeatable mix that fosters responsible growth and unparalleled strength.”
In Business Since 2014
200 E Palmetto Park Rd STE 108, Boca Raton, FL
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Corporate Tax Solutions

Corporate Tax Solutions

(1)
“20 years of happy returns and a-counting Positive Responsiveness, Quality, Professionalism”
In Business Since 2007
Transparent Fees & Pricing
4520 NE 18th Ave #100, Oakland Park, FL
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International Accounting Firm

International Accounting Firm

“At Gamarra & Associates CPA's, we've been serving the accounting needs of South Florida and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you. Please call us today - we...”
In Business Since 2020
Transparent Fees & Pricing
200 S Park Rd Suite 301, Hollywood, FL
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Jean Tax and Associates

Jean Tax and Associates

(1)
“I love them, they explain everything to you ,choose them.”
6082 W Oakland Park Blvd, Sunrise, FL
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Rewards Network

Rewards Network

(1)
“Fantastic organization that helps small business with working capital and with connecting with prime guests Positive Value”
300 S Park Rd Suite 300, Hollywood, FL
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Sky Alpha Asset Advisors

Sky Alpha Asset Advisors

“Sky Alpha Asset Advisors is an Independent Registered Investment Advisory (RIA) firm that provides sophisticated investment management services to high net worth individuals, families, Executives, Foundations, and select Institutional investors. The ...”
30+ Years Experience
7284 W Palmetto Park Rd #108, Boca Raton, FL
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Green Brydge

Green Brydge

In Business Since 2021
7771 W Oakland Park Blvd Ste 105E, Sunrise, FL
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MAS Financial Group, INC

MAS Financial Group, INC

“As business objectives and strategies evolve, our services support you wherever you are in your business cycle, whether you are looking for a transaction to drive it forward, focusing on developing and implementing appropriate controls to mitigate ri...”
In Business Since 2010
2893 Executive Park Dr, Weston, FL
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Matrix Financial Group

Matrix Financial Group

In Business Since 2015
CFP Certified
7284 W Palmetto Park Rd # 206, Boca Raton, FL
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Loggerhead Wealth Management

Loggerhead Wealth Management

“We at Loggerhead Wealth Management place a high value on our clients and the relationships we build with them. We recognize that trust is the foundation of any successful partnership. This means we always act in your best interests, putting your fina...”
In Business Since 2021
220 Congress Park Dr STE 115, Delray Beach, FL
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Retirement Planning and Investment Management Services in Oakland Park, FL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 310 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 310 cost profiles.

Why these companies made our list

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