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Garg and Associates
“Krishan not only provided prompt service but made several recommendations missed by previous accountants that resulted in significantly improving my return.”
Best Financial Advisors in Sunrise, FL
24 firms listed · 9 in Sunrise · 4 open weekends · 20 rated 4.5+ · 4 show a license
Data verified October 16, 2026
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Premium Tax & Financial Group
“Very professional”
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Aspire Financial Partners
- Needs
“Additionally, all my friends and family are delighted with the customer service that they received.”
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Evolve Financial Services
“Cher is very professional and will help you with any issue that you may have.”
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Financial Strategies Group
- Future
“He shared with me the importance of financial strategies, how to keep investments liquid enough for planned or unforeseen events, and even where to feel like a local in Islamorada!”
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W Financial
The 24 firms listed for Sunrise, 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: Sunrise, FL
Of the 24 firms we list here, 9 are in Sunrise itself and 15 come from towns including Coral Springs (3, 8 mi), Fort Lauderdale (2, 10 mi) and Pembroke Pines (2, 10 mi). 20 of the firms on this page have a rating, from 4.6 to 5.0 across 756 reviews; 5 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (94%) and quality (74%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "communication". 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are tax services (4), bookkeeping (3), life insurance (3), financial planning (2) and irs representation (2). 4 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 3 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. 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 Sunrise take financial planning bookings online?
6 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.
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D & G Financial Services
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Jean Tax and Associates
“I love them, they explain everything to you ,choose them.”
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KA Partner
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Green Brydge
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Blum and Blum, Certified Public Accountants and Advisors
- Season
- Understand
- Communication
“Their advise & council has always clarified matters for me and they have always remained fair, balanced & "dead on point" with their actions, support & invaluable guidance.”
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Premier Financial Services/ Ross Grossman, EA
- Patient
- Questions
- Financial Advice
“Ross Grossman has been my financial guy for years now; he's always been there to answer any questions and guide me through any problems; i highly recommend him.”
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Sbge Tax Accounting & Financial
- Fine
- Questions
- Team
“Excellent work, it's not the cheapest, but it's worth every penny, there's nothing more expensive than paying undue taxes or fines due to lack of knowledge, I highly recommend it”
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Peterson Accounting CPA P.A.
- Tax Return
- Questions
- Number
“He's patient, responsive, trustworthy, and was super helpful in helping us figure out our best tax strategy during tax season and throughout the year.”
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Feller Financial Services
- Mind
- Company
- Retirement
“Susan and I have had the pleasure to work with Richard Koblick during the last 11 years with our financial retirement planning and current investment objectives.”
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Chandler Financial
- Business Tax
- Knows
- Needs
“For personal and business taxes, book keeping and payroll; just know you're in amazing hands with a professional team that will answer your questions patiently.”
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Avalon Accounting
“Gail is an amazing person she has gotten our business through some of the most stressful times including of course the pandemic which she spent hours helping us with very difficult grants and government funding .”
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Coral Wealth Management
- Company
- Organized
- Retirement
“He clearly has a tremendous amount of experience in this industry to help me make careful and smart financial decisions, not only for my family, but for retirement planning as well.”
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Global Wealth Management
- Feel
- Meeting
- Office
“I have financial planning credentials, but this background was not needed, as every aspect of my plan was explained in detail, and in easy to understand language.”
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Costanzo Financial Advisors
- Savings
- Financial Advice
- Retirement
“My wife and I were a little hesitant initially as this was our first financial advisor, but his knowledge and expertise is comforting and he has the ability to simplify a complicated explanation.”
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Grady Group Florida
- Decision
- Seminars
- Retirement
“We are very happy that we decided to trust the Grady Group with some of our money that was in the market, while earning nice bonuses and a more than fair rate of return with no losses or fees!”
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Secure Wealth Planning Group
- Advice
- Managing
- Retirement
“If you want someone who cares about you as a person who will ensure that your investment strategy is tailored to your needs, and will deliver above average returns, Richard is your man.”
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Santos Associates Accountants
“Excellent and great accountant services!”
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Anthony, J Perri CPA PA
“My company has been working with Patrick Fazio for over a year and find him and the Anthony Perri CPA team to be knowledgeable, responsive, friendly and a pleasure to deal with.”
Why these companies made our list
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