Best Financial Advisors in Sunrise, FL

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Sunrise area.

Garg and Associates

Garg and Associates

(15)
“He is a seasoned accountant who knows the tax laws enabling you to get the proper amount owed or due to you without worrying about any issues down the road.”
Offers Financing Options
In Business Since 2011
Transparent Fees & Pricing
8890 W Oakland Park Blvd Suite 202, Sunrise, FL
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Kramer Weiss & Menahem Cpas

Kramer Weiss & Menahem Cpas

(4)
Tax Services, Services For Individuals, Industries
“Do yourself a favor and contact Kramer, Weiss & Menahem for your accounting needs.”
Free Initial Consultation
In Business Since 2012
Transparent Fees & Pricing
490 Sawgrass Corporate Pkwy, Sunrise, 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”
Offers Financing Options
In Business Since 2006
Transparent Fees & Pricing
8551 W Sunrise Blvd #100a, Plantation, FL
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Financial Strategies Group

Financial Strategies Group

(4)
  • 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!”
In Business Since 2011
CFP, CFP Certified
500 Sawgrass Corporate Pkwy #100, Sunrise, FL
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Evolve Financial Services

Evolve Financial Services

(1)
“Cher is very professional and will help you with any issue that you may have.”
In Business Since 2020
7771 W Oakland Park Blvd Suite 105-D, Sunrise, FL
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Premium Tax & Financial Group

Premium Tax & Financial Group

(1)
Insurance Services, Tax Services, Credit Repair Services
“Very professional”
In Business Since 2017
Transparent Fees & Pricing
1371 NW 61st Ave, Sunrise, FL
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Anchor Financial

Anchor Financial

“Commercial loans for both small and medium sized ventures with investors looking to finance businesses, projects and acquisitions globally.”
Offers Financing Options
In Business Since 2021
Remote Consultations Available
1580 Sawgrass Corporate Pkwy # 130, Sunrise, FL
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The Andersen Firm

The Andersen Firm

(3)
“I've reached out to Angela Hooper, Director of Professional Alliances and she has been the most responsive and professional person I've dealt with in years.”
In Business Since 2008
7771 W Oakland Park Blvd Suite 228, Sunrise, FL
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Goldsteinpoole

Goldsteinpoole

Technology Consulting, Advisory, Tax & Business
“Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 1951, clients have chosen Marcum for our deep expertise and insight...”
In Business Since 1978
1580 Sawgrass Corporate Pkwy #302, Sunrise, FL
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Richards Wealth Group

Richards Wealth Group

Business Solutions, Planning Services, Services
“As business professional, you have your own career and personal goals.And the financial decisions you make can have a long-lasting impact. You need a financial advisor by your side so you don't have to make those decisions alone. Someone who's commit...”
In Business Since 2018
Licensed
1300 Concord Terrace #500, Sunrise, FL
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D & G Financial Services

D & G Financial Services

Legacy Planning, Long Term Care, Life Insurance
“Your Social Security retirement benefit represents a lifetime's worth of savings, time and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able...”
In Business Since 2010
1580 Sawgrass Corporate Pkwy Suite 130, Sunrise, FL
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Deltax Financial Service

Deltax Financial Service

In Business Since 2007
Free Initial Consultation
9321 NW 20th Pl, Sunrise, FL
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W Financial

W Financial

Products, Business Solutions, Advanced Planning
“Ourprocess will allow you to look at where you are...where you would like to be... and to look at the ways to get from one place to the other if they differ. The process mainly consists of asking you questions...for the primary purpose of YOU listeni...”
In Business Since 2012
Licensed
1300 Concord Terrace, Sunrise, FL
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Vintage Financial Services

Vintage Financial Services

“Whether you're just starting out or looking to restructure we've got you covered. Our mantra is: analyze, identify, advise, execute. Our mission is to create relationships, not transactions. Our promise is that we'll be there, as questions or issues ...”
In Business Since 2020
1975 E Sunrise Blvd # 699, Fort Lauderdale, FL
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KA Partner

KA Partner

“At KA Partner, LLC we help you stretch your money through intelligent money allocations with the proper tax, retirement, budget strategies. At the end of the day, it's not how much you earn but how you use it that matters. We all strive to save, but ...”
In Business Since 2018
E Sunrise Blvd, Fort Lauderdale, FL
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Green Brydge

Green Brydge

In Business Since 2021
7771 W Oakland Park Blvd Ste 105E, Sunrise, FL
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JEM Financial Group

JEM Financial Group

(3)
“JEM is the best, i have been using them for approx 5 years ,Eric has given great advice over the years That helped my business grow ,I previously used another CPA for many years there is no comparison I feel like my business is in very good hands n...”
In Business Since 2011
Serving Sunrise Area
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Lafortune Financial Services

Lafortune Financial Services

(5)
“Thank you for helping my family reach our financial goals.”
Free Initial Consultation
In Business Since 2019
Coupons & Offers
5400 W Oakland Park Blvd, Lauderhill, FL
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Blum and Blum, Certified Public Accountants and Advisors

Blum and Blum, Certified Public Accountants and Advisors

(30)
Controller & CFO Services, Tax Services, Bookkeeping
“Stuart was extremely helpful getting me started on the right track towards saving and getting me in a fund that will hopefully bring great peace in my latter years.”
Offers Financing Options
In Business Since 1989
Free Initial Consultation
Transparent Fees & Pricing
5511 N University Dr Suite 101, Coral Springs, FL
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Premier Financial Services/ Ross Grossman, EA

Premier Financial Services/ Ross Grossman, EA

(26)
Annuity Services, Client Links, Tax Services
“I live in Arkansas and even hundreds of miles away from Florida, him and his office staff do an amazing job accomedating me to make filing my taxes an easy process.”
Transparent Fees & Pricing
In Business Since 2009
Remote Consultations Available
Accepts All Major Credit Cards
2400 N University Dr Suite 207, Pembroke Pines, FL
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Avalon Accounting

Avalon Accounting

(14)
Small Business Accounting, Income Tax Returns
“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 .”
Accepts All Major Credit Cards
In Business Since 1994
Licensed, BBB Rating: A+
1500 N University Dr #115, Coral Springs, FL
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Velocity Processing

Velocity Processing

(28)
  • Team
  • Business
  • Saving
“They were very responsive to answering questions about reporting and reconciliation and even helped us update our credit card authorization form to protect against chargebacks.”
Transparent Fees & Pricing
In Business Since 2008
Remote Consultations Available
Licensed, BBB Accredited
12331 SW 3rd St # 400, Plantation, FL
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Peterson Accounting CPA P.A.

Peterson Accounting CPA P.A.

(30)
IRS Representation, Payroll, Small Business Accounting
“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.”
Offers Financing Options
In Business Since 1992
Transparent Fees & Pricing
Serving Sunrise Area
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Accounting Services of Florida

Accounting Services of Florida

(30)
  • 501(C) Organization
  • Non-Profit
  • Questions
“After inheriting a mess of a financial situation, I reached out to Eric and he was excellent at helping navigate filing taxes and getting our non profit status reinstated.”
Offers Financing Options
In Business Since 2017
Accepts All Major Credit Cards
7000 W Palmetto Park Rd #210, Boca Raton, FL
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Retirement Planning and Investment Management Services in Sunrise, FL Cost Estimates

Minimum cost
$1156
Maximum cost
$9824
National Average
$3467
Avg Per Hour Rates
$347
$2312
$6357
Typical price range is based on 488 cost profiles
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Average Cost $3467
Minimum cost $1156
Maximum cost $9824
Avg Per Hour Rates $347

Typical range $2312 to $6357 is based on 488 cost profiles.

Why these companies made our list

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