Best Financial Advisors in Plantation, FL

The highest-rated Financial Planning & Wealth Management companies out of 137 vetted & reviewed in the Plantation area.

Velocity Processing

Velocity Processing

(29)
  • Company
  • Needs
  • Questions
“In my business, I do not encounter too many card processing issues, but, when I do, those problems demand immediate attention, and the Velocity Processing team has never let me down.”
In Business Since 2008
Licensed, BBB Accredited
Remote Consultations Available
12331 SW 3rd St # 400, Plantation, FL
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Grady Group Florida

Grady Group Florida

(26)
Retirement, Wealth Management, Annuities
“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.”
In Business Since 2023
950 S Pine Island Rd suite a-150, Plantation, FL
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Wild Felice & Partners, PA

Wild Felice & Partners, PA

(26)
Elimination of Probate., Reduction of Estate Taxes.
“Michael is extraordinarily knowledgeable about both Florida law and tax laws which enable him -- and his firm -- to not only provide answers all of your questions about estates, trusts and wealth planning, but also to advise you on all of your option...”
In Business Since 2009
1250 S Pine Island Rd #200, Plantation, FL
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Renaud Cpas PA

Renaud Cpas PA

(9)
Services For Individuals, Quickbooks Services, Business Services
“Renaud CPAS PA is incredible, with a focus on its client's needs, excellent knowledge, and customer service, this sets them apart from the rest and I highly recommend their services.”
In Business Since 2018
Transparent Fees & Pricing
Offers Financing Options
150 S Pine Island Rd Suite 300, Plantation, FL
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Tobias Financial Advisors

Tobias Financial Advisors

“As a fee-only investment manager, our financial advisors are beholden to no one other than our clients. We are fiduciaries and legally obligated to put your best interests first. We are committed to providing unbiased financial advice and acting excl...”
In Business Since 2000
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1000 S Pine Island Rd Suite 450, Plantation, FL
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Hammer Navarro Tanoli and Associates, PA

Hammer Navarro Tanoli and Associates, PA

(4)
Tax Preparation, Florida Sales and Use Tax, Tax Planning
“We highly recommend anyone looking for a highly experienced, knowledgeable, and professional team with a personal touch and truly cares to look no further than Hammer Navarro and Associates!”
In Business Since 2022
Offers Financing Options
Free Initial Consultation
400 NW 74th Ave, Plantation, FL
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Frank Gutta & Co Cpa's PA

Frank Gutta & Co Cpa's PA

(3)
Overview, Accounting & Tax Services, Financial Planning & Proactive Services
“I have referred my Clients to him for financial planning and tax issues, and they have always come back to me with great reviews about Frank.”
In Business Since 2006
Remote Consultations Available
950 S Pine Island Rd Suite 150, Plantation, FL
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Rosenbaum Sobel Weinrub

Rosenbaum Sobel Weinrub

(6)
Accounting Services, Tax Services, Business Consulting
“Sometimes I am really amazed that he thinks beyond a basic accounting/tax question to think about outcomes/benefits for the client in not just "yearly taxes' but long range goals!”
In Business Since 2016
900 S Pine Island Rd #220, Plantation, FL
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Stuart M Rotman CPA

Stuart M Rotman CPA

(1)
“Great acct always does right by his clients my lifetime acct cant say enough good things about him five star”
In Business Since 2006
Transparent Fees & Pricing
Offers Financing Options
8551 W Sunrise Blvd #100a, Plantation, FL
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Caldwell & Company Accounting

Caldwell & Company Accounting

(8)
Accounting, Payroll Quarterly Filing, Cash Flow Management
“Just signed up with him for Accounting for both business and personal, finally catching up on unfinished returns from previous accountant for 2020 and 2021 with his help I can get Financing and my business will grow, knows his stuff”
In Business Since 2016
Accepts All Major Credit Cards
7501 NW 4th St Suite 112, Plantation, FL
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The Saffer Financial Group

The Saffer Financial Group

(3)
Life Insurance, Living Confidently, Individual Disability Insurance
“He's responsible, knowledgeable and an all-around great guy who my family has worked with for years.”
In Business Since 2001
7860 Peters Rd, Plantation, FL
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Legacy Wealth Management

Legacy Wealth Management

(1)
Financial Planning, Risk Management, Asset Management
“He has always respected my opinions and values and helped me to invest in a socially responsible fashion (which was very important to me).”
In Business Since 2009
1250 S Pine Island Rd #350, Plantation, FL
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Mg&a Wealth

Mg&a Wealth

(5)
“Todd and his team are dedicated to helping people plan for their future and protecting their assets while helping them reach their long term goals.”
In Business Since 2018
8151 Peters Rd Suite 3200, Plantation, FL
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Fortune 360 Group

Fortune 360 Group

(1)
Wealth Advisory, Employee Benefits, WA Long Term Care Act
“The best people here”
In Business Since 2015
AmTrust Bank Building, 8211 W Broward Blvd #200, Plantation, FL
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LPL Financial: Jim Casey, CFP

LPL Financial: Jim Casey, CFP

Retirement, Insurance, Lifestyle
“Welcome! We are a group of financial professionals located in Plantation, Floridaassisting clientswith their financial needsthroughout Broward County.Discover what happens when you bring together a group of highly qualified and credentialed financial...”
In Business Since 2015
1333 S University Dr # 200, Plantation, FL
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Rothbard & Company Cpas and Advisors

Rothbard & Company Cpas and Advisors

(2)
Tax Services, Business Services, Services For Individuals
“They have always gone above and beyond to help us and ensure that all of our tax bases have been covered for both my personal and business taxes.”
In Business Since 1958
Transparent Fees & Pricing
Free Initial Consultation
8181 W Broward Blvd Suite 201, Plantation, FL
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Reliance Debt Relief

Reliance Debt Relief

(1)
“Over a span of several months, the program they got me approved for assisted me in substantially reducing my debt, improving my credit score, and giving me a fresh start financially.”
In Business Since 2022
6600 NW 16th St Ste. 1, Plantation, FL
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Credit Chess

Credit Chess

“Start over, start now! Improve or establish your business credit with Credit Chess. Get access to business credit cards, business funding, vendor lines of credit, and more!”
In Business Since 2019
150 S Pine Island Rd Suite 300, Plantation, FL
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Greenfield Tax Resolution

Greenfield Tax Resolution

(3)
“Their tax planning techniques along with excellent bookkeeping has put us in a good position to successfully secure funding whenever we needed to approach banks for loans.”
Transparent Fees & Pricing
1856 N Nob Hill Rd, Plantation, FL
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Caratel Financial Services

Caratel Financial Services

(3)
“Since becoming a client, I've recommended multiple friends to Caratel and they have all been incredibly happy since with their portfolio management.”
In Business Since 1998
1856 N Nob Hill Rd Box 265, Plantation, FL
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Fintz Cpa, PA

Fintz Cpa, PA

(1)
Individual Services, Quickbooks Services, Business Services
“Great firm great people”
In Business Since 2014
Free Initial Consultation
Accepts Check
Transparent Fees & Pricing
7301 NW 4th St #110, Plantation, FL
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Northstar Financial Planners

Northstar Financial Planners

(1)
“I was recommended by a couple of co-workers a few months ago and all I can say is I regret not going sooner.”
In Business Since 2004
1250 S Pine Island Rd #275, Plantation, FL
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John Bush, Cpa, PA

John Bush, Cpa, PA

(5)
Services For Individuals, Services For Quickbooks, Business Services
“John Bush is my account in my 2 businesses and also takes care of my personal accounting along with several family members for the past 12 years.”
In Business Since 2010
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
8181 W Broward Blvd # 350, Plantation, FL
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Integrity Wealth Planning

Integrity Wealth Planning

(1)
“Even though I live outside of Florida, Susan regularly schedules semiannual appointments to do a comprehensive review of my investment portfolio to ensure that we are on track to meet my financial goals.”
In Business Since 1983
7901 SW 6th Ct #320, Plantation, FL
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Retirement Planning and Investment Management Services in Plantation, FL Cost Estimates

Minimum cost
$1155
Maximum cost
$9815
National Average
$3464
Avg Per Hour Rates
$347
$2310
$6351
Fair price range is based on 528 cost profiles
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Average Cost $3464
Minimum cost $1155
Maximum cost $9815
Avg Per Hour Rates $347

Fair range $2310 to $6351 is based on 528 cost profiles.

Why these companies made our list

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