Plantation, FL

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Plantation, FL
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Best Financial Advisors in Plantation, FL

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

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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
Family Business
1250 S Pine Island Rd #200, Plantation, FL
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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

(27)
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
Licensed
950 S Pine Island Rd suite a-150, Plantation, FL
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Renaud Cpas PA

Renaud Cpas PA

(15)
Services For Individuals, Quickbooks Services, Business Services
“Dealing with the IRS can be nerve wrecking for anyone, but his level of expertise and his wealth of knowledge has been an immense comfort and removes the stress of completing my taxes each year.”
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

(1)
“My in-laws and my husband and I have been using them for years, and have always had the most wonderful, professional and excellent experience with them.”
In Business Since 2002
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1000 S Pine Island Rd Suite 450, Plantation, FL
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Friedman CPA Group

Friedman CPA Group

(2)
Assurance Services, Tax Relief, Entrepreneurial Business Services
“The individual helping my account took the time to go over my questions and I left with confidence.”
In Business Since 2002
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
8201 Peters Rd #1000, Plantation, FL
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Stuart M Rotman CPA

Stuart M Rotman CPA

(2)
“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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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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Vanessa Toro, Certified Mortgage Planner

Vanessa Toro, Certified Mortgage Planner

(3)
“Being introduced to Vanessa Toro and her teammates at Modern Mortgage Advisors, we got an opportunity to get into our new home for a much lower down payment, thereby allowing us to free up our money to put into investment portfolio for better returns...”
In Business Since 2011
Transparent Fees & Pricing
261 N University Dr Ste: 500, 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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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 2013
1333 S University Dr # 200, Plantation, FL
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Mg&a Wealth

Mg&a Wealth

(4)
“This botique firm has the knowledge, professionalism and resources to provide their clients with exceptional service and guidance.”
In Business Since 2018
8151 Peters Rd Suite 3200, Plantation, FL
Featured

The team at MG&A Wealth would like to take a minute to congratulate our President and CEO, Todd Battaglia on his 25th anniversary. It is challenging to put into words how proud and honored we are to stand alongside an individual whose loyalty, passion, and dedication has positively impacted our lives and thousands of others.nnCongratulations once again on this grand milestone!

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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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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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Integrity Wealth Planning

Integrity Wealth Planning

(7)
  • Portfolio
  • Retired
“We have been taken care of so well (fabulous staff, too) and would recommend Integrity Wealth Planning to anyone needing a smart responsible person to provide excellent guidance for their financial well-being.”
In Business Since 1983
7901 SW 6th Ct #320, Plantation, FL
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Hammer Navarro Tanoli and Associates, PA

Hammer Navarro Tanoli and Associates, PA

(4)
“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!”
400 NW 74th Ave, 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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The Lewinger Group

The Lewinger Group

Assurance Services, Tax Relief, Entrepreneurial Business Services
“Some of our clients may have outgrown their current CPA firm and are facing opportunities that call for specific skills and expertise. Other clients that migrate to our firm may in fact be getting the level of advice that matches their needs, but are...”
In Business Since 1990
Offers Financing Options
Accepts Cash
Transparent Fees & Pricing
1776 N Pine Island Rd, 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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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 2012
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
8181 W Broward Blvd # 350, 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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Future Energy Solutions

Future Energy Solutions

(10)
  • Company
  • Shopping Center
  • Price
“We went from managing our own lighting issues and having to rent cranes and devote staff labor to repairs and maintenance, to an always fulling lit parking lot, never an issue with a light (or lights) that are out and saving considerable $$ each and ...”
In Business Since 2012
600 N Pine Island Rd #330, Plantation, FL
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Legacy Retirement Plan Advisors

Legacy Retirement Plan Advisors

What We Do, Disclosures, Investment Fiduciary Services
“Get the support your need today. Our first priority is helping you at the Employer Level to ensure the plan is running optimally, staying in compliance, and you are fulfilling all your fiduciary duties. Next we work with your employees to help them i...”
In Business Since 2013
1250 S Pine Island Rd #350, 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.

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