Secure Wealth Planning Group
“Great customer service and always ready to engage and take the best profit!”
Best Financial Advisors near Oakland Park, FL
There are no firms listed in Oakland Park itself yet; the 15 below are the closest options, from towns including Boca Raton (4, 14 mi), Sunrise (3, 9 mi) and Fort Lauderdale (2, 3 mi).
2 open weekends · 12 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Garg and Associates
“Mr Garg is personable, reliable and interested in getting the most advantageous results from your tax returns, whether the amount earned is large or small.”
Sean Mullervy, Mba, CFP
“Never one to rush you through anything, Sean is the quintessential professional and nice guy mixed in one.”
Intercoastal Capital Markets
Jean Tax and Associates
“I love them, they explain everything to you ,choose them.”
Matrix Financial Group
The 15 firms listed for Oakland Park, 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: Oakland Park, FL
12 of the 15 firms on this page have a rating, from 4.8 to 5.0 across 513 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (91%) and quality (71%). The topics that come up most in reviews of the firms on this page are "communication" and "patient". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (2), irs representation (2), small business accounting (2) and tax services (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2008. 3 offer payment plans and 1 offers a free initial consultation. 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 3 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 Oakland Park take financial planning bookings online?
3 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.
Sky Alpha Asset Advisors
Green Brydge
Blum and Blum, Certified Public Accountants and Advisors
“Stuart provides timely and responsive communication throughout tax season and beyond.”
Premier Financial Services/ Ross Grossman, EA
“Ross has been doing my taxes for years and there is nobody else I trust more than him to take care of everything, worry free!”
Sbge Tax Accounting & Financial
“I highly recommend SBGE Tax Accounting, they helped me a lot, very professional people.”
Peterson Accounting CPA P.A.
“He was professional, very timely in his responses and has a great level of attention to detail.”
Avalon Accounting
“Always a pleasure to deal with Avalon Accounting!”
Global Wealth Management
“Of course, I am also very satisfied with the quality of my Advisor and how they have handled my retirement accounts...”
Grady Group Florida
“From the very beginning they were very professionals ready to take care of my retirement investment”
Why these companies made our list
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