The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Sunrise area.
Learn how we score.
Prominent finalists A-Z in Sunrise
Accounting Services of Florida
Anchor Financial
Avalon Accounting
Blum and Blum, Certified Public Accountants and Advisors
D & G Financial Services
Deltax Financial Service
Evolve Financial Services
Financial Strategies Group
Garg and Associates
Goldsteinpoole
Green Brydge
JEM Financial Group
KA Partner
Kramer Weiss & Menahem Cpas
Lafortune Financial Services
Peterson Accounting CPA P.A.
Premier Financial Services/ Ross Grossman, EA
Premium Tax & Financial Group
Richards Wealth Group
Stuart M Rotman CPA
The Andersen Firm
Velocity Processing
Vintage Financial Services
W Financial
View Profile
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.”
i
View Profile
Kramer Weiss & Menahem Cpas
(4)
Tax Services, Services For Individuals, Industries
“Do yourself a favor and contact Kramer, Weiss & Menahem for your accounting needs.”
i
View Profile
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”
i
View Profile
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!”
i
View Profile
Evolve Financial Services
(1)
“Cher is very professional and will help you with any issue that you may have.”
“Commercial loans for both small and medium sized ventures with investors looking to finance businesses, projects and acquisitions globally.”
i
View Profile
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.”
i
View Profile
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...”
i
View Profile
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...”
i
View Profile
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...”
i
View Profile
Deltax Financial Service
i
View Profile
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...”
i
View Profile
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 ...”
i
View Profile
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 ...”
i
View Profile
Green Brydge
i
View Profile
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...”
i
View Profile
Lafortune Financial Services
(5)
“Thank you for helping my family reach our financial goals.”
i
View Profile
Blum and Blum, Certified Public Accountants and Advisors
“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.”
i
View Profile
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.”
i
View Profile
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 .”
i
View Profile
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.”
i
View Profile
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.”
i
View Profile
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.”
i
Retirement Planning and Investment Management Services in Sunrise, FL Cost Estimates