Best Financial Advisors in Weston, FL
15 firms listed · 7 in Weston · 3 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Olga Espiritu, Cfp: Tree of Life Wealth Advisory Group
“Their professionalism and dedication impressed us so much that we not only signed up for personal financial planning but also enlisted their services for our company's business investment strategies.”
Women's Financial Planning Boutique
“Since then, we are extremely grateful for having her and her establishment working beside us as we build on our family's present and future financial platform.”
Lifespan Financial Strategies
Family Wealth Partners
Money Matters of America
The 15 firms listed for Weston, 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: Weston, FL
Of the 15 firms we list here, 7 are in Weston itself and 8 come from towns including Pembroke Pines (2, 7 mi), Plantation (2, 9 mi) and Cooper City (1, 8 mi). 12 of the firms on this page have a rating, from 4.7 to 5.0 across 261 reviews; 2 have 50 or more reviews. 3 are open on Saturdays. 1 shows a license on its website and 1 has a BBB rating of A or A+. 8 have ten or more years of experience, the longest 62 years. 3 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 2 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.
Do firms listed for Weston take financial planning bookings online?
2 of the 15 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.
Tree of Life Financial Group
Premier Financial Services/ Ross Grossman, EA
“I have 15 yrs coming here Very professional always a great experience thank you Ross.”
Peterson Accounting CPA P.A.
“Completed our taxes on time even though we gave him our documents at the last minute.”
Chandler Financial
“She takes time to make sure each client receives the full amount of refunds, due to them..”
Costanzo Financial Advisors
“I finally found a financial advisor with transparent pricing who will work with the little guys who don't have tons of money sitting around.”
Grady Group Florida
“Besides their honesty, special programs for investment and their wonderful dinners i chose only them.”
Santos Associates Accountants
“Awesome accountants, utilized their services for over thirty years.”
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.”
Garg and Associates
“He and his staff are very professional, prompt and deliver services you can count on to keep your business running effectively.”
Why these companies made our list
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