Waldeck Investment Group
“Another successful year of filing with Wally, fast, easy to communicate with but overall his dedication to getting me taken care of.”
Best Financial Advisors near Tamarac, FL
We have 2 firms in Tamarac on file, and both are on this list, along with 13 from towns including Coral Springs (4, 4 mi), Plantation (2, 6 mi) and Boca Raton (2, 15 mi).
2 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 18, 2026
HB Accounting & TAX Services
“I can highly recommend HB accounting and tax services for all your accounting needs.”
Blum and Blum, Certified Public Accountants and Advisors
“Stuart, his lovely talented wife and friendly and knowledgeable staff are eager and prepared to fulfill any tax concerns you may have.”
Grady Group of Florida
“Amazing folks at the Grady Group specially Francinett, and not bad on the eyes.”
Premier Financial Services/ Ross Grossman, EA
“Absolutely amazing service, very comfortable setting, highly recommend the service to anyone”
Strategic Senior Benefits Group
“Rather then get the cookie-cutter one size Fits all, I get treated as a person with my unique circumstances and dreams.”
The 15 firms listed for Tamarac, 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: Tamarac, FL
The 15 firms on this page are rated from 4.3 to 5.0 across 951 reviews; 6 have 50 or more reviews and 14 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". 2 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (2), financial planning (2), financial statements (2), tax services (2) and wealth management (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 14 list a public email and 7 take bookings online. 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.
Why are financial advisers outside Tamarac listed here?
2 of the 15 firms are located in Tamarac. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Sbge Tax Accounting & Financial
“I was searching for an accounting / financial team after 20 plus years with the same firm and came across this winning team that works with the focus of obtaining the best results for you”
Global Wealth Management
“Knowledgeable and gave me good ideas how to go for that I never thought about.”
Garg and Associates
“Mr Garg is very professional and knowledgeable I had been working with him for a few years now and I am very happy”
Secure Wealth Planning Group
“As someone who was in the hedge fund industry for 20 years I peppered him with diligence questions and he happily answered them all.”
Avalon Accounting
“Always on top of my concerns!!!”
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Prosperitus Wealth Advisors
“Their guidance has given us clarity and confidence in our financial plan, and they consistently go above and beyond to ensure we feel informed and supported.”
Anthony, J Perri CPA PA
“I will definitely be going back next year.”
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Meridian Retirement Solutions
“Larry was very knowledgeable and professional and we would highly recommend him to get the job done!”
Tobias Financial Advisors
“My in-laws and my husband and I have been using them for years, and have always had the most wonderful, professional and excellent experience with them.”
Why these companies made our list
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