Find a Financial Advisor in Broward County, FL

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List of Firms

Financial Planning Firms in Broward County, FL

Sean Mullervy, MBA, CFP® - Financial Advisor

5 out of 5

Location 2881 E Oakland Park Blvd, Fort Lauderdale, FL 33306, USA
Phone (954) 707-5054
Tobias Financial Advisors
SEC File# 801-33972
CRD# 104711

5 out of 5

Location 1000 S Pine Island Rd Suite 450, Plantation, FL 33324, USA
Phone (954) 424-1660
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Your Fiduciary Team, LLC
Location 1301 E Broward Blvd Suite 260, Fort Lauderdale, FL 33301, USA
Phone (954) 527-7777
Northstar Financial Planners
SEC File# 801-79605
CRD# 131507

5 out of 5

Location 1250 S Pine Island Rd #275, Plantation, FL 33324, USA
Phone (954) 693-0030
LifeCraft Wealth Management
Location 480 Sawgrass Corporate Pkwy #110, Sunrise, FL 33325, USA
Phone (954) 384-5292
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About Broward County, FL

Broward County is located in southeastern Florida. The county is home to many tourist destinations, such as Fort Lauderdale Beach and the Everglades. Broward County is also home to several major businesses and employers, including American Express, Motorola, and Carnival Cruise Lines. The county's major highways and streets include I-95 and Hollywood Boulevard. Broward County's neighborhoods include Fort Lauderdale, Hollywood, and Pompano Beach.

Related Services

Banks and Credit Unions

Residents of Broward County, FL have a number of banking services available to them. Banks offer residents checking and savings accounts, loans, mortgages, and other financial products and services. In addition to the traditional banking products and services, banks also offer online banking, mobile banking, and text message banking. This allows residents to conduct their banking business from anywhere at any time.

Insurance Broker

Residents of Broward County, FL can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They are also able to provide advice on what policies would be best for a particular individual or family. In addition, insurance brokers are familiar with the different types of insurance available, and can help people choose the right policy for their needs.

Retirement Planning

Financial advisors can help Broward County, FL residents with retirement planning in a number of ways. For one, they can help people create a budget and stick to it, so that they have enough money saved up for retirement. Advisors can also help people invest their money wisely, so that it grows over time. And finally, advisors can offer advice on when to start withdrawing money from retirement accounts, in order to make sure retirees don't outlive their savings.

Wealth Management

Wealth management is an important service that can help Broward County, FL residents protect their finances and achieve their financial goals. By working with a wealth manager, you can get help creating a budget, investing your money wisely, and planning for the future. This can be a great way to ensure that your money is working for you, rather than against you.

Estate Planning Lawyer

Estate planning lawyers in Broward County, FL can help residents with a variety of tasks, including creating wills and trusts, setting up power of attorney arrangements, and more. If you are a resident of Broward County and you have not yet created an estate plan, it is important to do so as soon as possible. An estate plan can help to ensure that your assets are distributed according to your wishes after you die, and it can also provide peace of mind in knowing that you have taken steps to protect yourself and your loved ones.

Mortgage Loan Officer

Mortgage loan officers can help Broward County, FL residents in a number of ways. They can work with homeowners to find the best mortgage products available, as well as help them understand the terms of their mortgages. Mortgage loan officers can also assist homeowners who are having trouble making their monthly payments, and may be able to help them explore options like loan modification or refinancing.

Tax Services

Residents of Broward County, FL can benefit from the help of a tax accountant when preparing their annual tax returns. A good accountant will be well-versed in the tax laws of the state and can help residents claim all the deductions and credits to which they are entitled. In addition, an accountant can help residents file their returns electronically, thus expediting the process and ensuring that there are no errors.