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24 firms listed · 15 in Plantation · 4 open weekends · 18 rated 4.5+ · 2 show a license
Data verified October 19, 2026
The 24 firms listed for Plantation, 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.
Of the 24 firms we list here, 15 are in Plantation itself and 9 come from towns including Coral Springs (2, 10 mi), Cooper City (1, 5 mi) and Pembroke Pines (1, 9 mi). 19 of the firms on this page have a rating, from 4.0 to 5.0 across 604 reviews; 4 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (100%) and quality (90%). 4 are open on Saturdays. The services the firms on this page list most often on their websites are tax services (4), financial planning (3), bookkeeping (2), business services (2) and cfo services (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer payment plans; 3 offer a free initial consultation and 2 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.
5 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.
