Best Financial Advisors in Plantation, FL

“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...”

“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...”

“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!”

“Great acct always does right by his clients my lifetime acct cant say enough good things about him five star”

“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.”

“He has always respected my opinions and values and helped me to invest in a socially responsible fashion (which was very important to me).”

“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.”

“He's responsible, knowledgeable and an all-around great guy who my family has worked with for years.”

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest c...”

“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”

“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...”

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”

“Pitbull Payments services small businesses with the mission of providing business owners a personalized, hands-on, affordable merchant services experience. By combining rock-bottom pricing with white glove service, Pitbull Payments offers its clients...”

“Matthew Sanes is a third-generation financial professional whose personal mission dovetails perfectly with the two firms he runs. “I'm dedicated to serving underserved communities,” Matthew says. “We created Wealth Innovations to help young professio...”