Banks & Credit Unions in Plantation, FL

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Bank Branches and ATMs in Plantation, FL

Wells Fargo Bank
4 out of 5
Location 50 SW 84th Ave, Plantation, FL 33324, USA
Phone (954) 468-2800
Directions
Wells Fargo Bank
3 out of 5
Location 1790 N Pine Island Rd, Plantation, FL 33322, USA
Phone (954) 467-5560
Directions
Chase Bank
4 out of 5
Location 10195 Cleary Blvd, Plantation, FL 33324, USA
Phone (954) 236-5272
Directions
Banks in Plantation, FL

Where Plantation, FL Banks & Credit Unions Serve

Plantation, FL is a vibrant city in Broward County that boasts a plethora of landmarks and attractions. From the historic Plantation Historical Museum to the stunning Plantation Preserve Golf Course, there's something for everyone in this bustling metropolis. With top employers such as American Express, Motorola, and Kaplan University, Plantation is a hub for business and commerce. Major highways and streets, including I-595, the Florida Turnpike, and University Drive, make it easy to get around and explore all that the city has to offer. Neighborhoods like Jacaranda Lakes and Plantation Acres offer a diverse array of housing options, from sprawling estates to cozy condos. And with an abundance of parks, shopping centers, and restaurants, there's never a dull moment in Plantation, FL.

Plantation, FL Banking Related Services

Insurance Broker

Residents of Plantation, FL can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, it is important for homeowners to have adequate coverage for damage caused by hurricanes and tropical storms. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage options to protect their homes and belongings. Additionally, with the high number of retirees in Plantation, FL, an insurance broker can assist with finding affordable health insurance plans that meet their unique needs. Overall, an insurance broker can provide valuable guidance and support to residents of Plantation, FL in securing the insurance coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Plantation, FL can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to maximize retirement savings. This is especially important for Plantation residents, as the cost of living in South Florida can be quite high. A retirement planner can help residents create a personalized plan to save for retirement, taking into account factors such as their current income, expenses, and future goals. They can also provide advice on investment strategies that can help residents grow their savings over time. With the help of a retirement planner, Plantation residents can feel more confident about their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Plantation, FL may benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager can help Plantation residents is by providing personalized investment strategies that are tailored to their specific financial goals and risk tolerance. Given that Plantation is a suburban city with a high median income, a wealth manager can help residents navigate the complex world of investing and make informed decisions about their money. Additionally, a wealth manager can assist Plantation residents with tax planning, estate planning, and retirement planning, all of which are important considerations for individuals and families looking to secure their financial future. Overall, the expertise and guidance of a wealth manager can be invaluable for Plantation residents who want to make the most of their wealth and achieve their long-term financial objectives.

Financial Advisor

Residents of Plantation, FL can benefit greatly from the guidance of a financial advisor. With its high median household income and proximity to major cities, Plantation offers unique opportunities and challenges when it comes to managing finances. A financial advisor can help residents navigate the complexities of investing in real estate, planning for retirement, and minimizing taxes. In addition, Plantation is home to a diverse population, with many residents coming from different cultural backgrounds. A financial advisor can provide tailored advice and support to help individuals and families achieve their financial goals while respecting their unique cultural values and traditions. Whether it's creating a budget, building a diversified investment portfolio, or planning for the future, a financial advisor can provide the expertise and guidance needed to make informed decisions and achieve financial success.

Mortgage Loan Officer

Residents of Plantation, FL can benefit from the expertise and guidance of a mortgage loan officer in a variety of ways. Firstly, a mortgage loan officer can help residents of Plantation, FL navigate the complex process of securing a mortgage loan. This is particularly important in Plantation, FL, where the real estate market can be highly competitive and fast-paced. A loan officer can help residents understand the various mortgage options available to them, and can help them select the best loan product for their unique financial situation. Additionally, a loan officer can help residents of Plantation, FL understand the various fees and costs associated with obtaining a mortgage, and can help them negotiate with lenders to secure the best possible terms. Ultimately, a mortgage loan officer can help residents of Plantation, FL achieve their dream of homeownership by providing expert guidance and support throughout the entire mortgage process.

Tax Services

Residents of Plantation, FL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on state and local tax laws specific to Plantation. With its unique tax regulations, residents may find it challenging to navigate the tax system without expert advice. A tax advisor can also help residents with tax planning, ensuring they take advantage of all available deductions and credits while minimizing their tax liability. Additionally, a tax advisor can assist in preparing tax returns and resolving any issues with the IRS. Overall, a tax advisor can provide invaluable assistance to residents of Plantation, FL, helping them navigate the complex tax landscape and achieve their financial goals.

Estate Planning Lawyer

Residents of Plantation, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their clients' assets are distributed according to their wishes after they pass away. In a city like Plantation, which is known for its affluent neighborhoods and high property values, having a solid estate plan is crucial to protect one's wealth and assets. An estate planning lawyer can also help residents of Plantation with other important legal documents, such as wills, trusts, and powers of attorney, to ensure that their wishes are carried out in the event of incapacity or death. Additionally, an estate planning lawyer can assist with tax planning and minimizing estate taxes, which can be especially important in a city like Plantation where property values are high.

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