Best Financial Advisors in Coral Springs, FL

We did the hard work of finding trustworthy partners in Coral Springs, FL. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Coral Springs, FL Fiduciary Financial Advisors

Morgan Stanley Financial Advisors
Location 2825 N University Dr Ste 400, Coral Springs, FL 33065, USA
Phone (954) 509-3500
Edward Jones - Financial Advisor: Andrew Warner
SEC File# 801-3297
CRD# 250
Location 6250 Coral Ridge Dr suit 102, Coral Springs, FL 33071, USA
Phone (954) 796-8837
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Wealth Advisors, Inc.
SEC File# 801-113020
CRD# 130478
Location 12518 W Atlantic Blvd, Coral Springs, FL 33071, USA
Phone (954) 510-1100
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 – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Paul A Kavanagh
SEC File# 801-3297
CRD# 250
Location 829 Coral Ridge Dr, Coral Springs, FL 33071, USA
Phone (954) 796-6027
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 7:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Raymond James Financial Services
Location 3000 N University Dr, Coral Springs, FL 33065, USA
Phone (954) 227-5511
Jeff Bank - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3111 N University Dr, Coral Springs, FL 33065, USA
Phone (954) 905-2884
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Bruce E Kallor, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6250 Coral Ridge Dr Suite 102, Coral Springs, FL 33076, USA
Phone (954) 796-8837
Edward Jones - Financial Advisor: Michelle Durnil
SEC File# 801-3297
CRD# 250
Location 11575 Heron Bay Blvd Suite 104, Coral Springs, FL 33076, USA
Phone (954) 840-6763
Eaton Financial Group
SEC File# 801-122301
CRD# 316323
Location 3111 N University Dr Suite 404, Coral Springs, FL 33065, USA
Phone (954) 575-9323
Jefferson A Ledbetter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 210 N University Dr Ste 401, Coral Springs, FL 33071, USA
Phone (954) 575-6250
Diego Velasquez - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11555 Heron Bay Blvd Ste 200, Coral Springs, FL 33076, USA
Phone (954) 603-0516
FR Financial Advisors, LLC
Location 5521 N University Dr Suite 104, Coral Springs, FL 33067, USA
Phone (954) 755-0222
Prosperitus Wealth Advisors

5 out of 5

Location 11555 Heron Bay Blvd STE 305, Coral Springs, FL 33076, USA
Phone (954) 400-1470
Financial Partners, LLC
SEC File# 801-110092
CRD# 170002
Location 1750 N University Dr Suite 209, Coral Springs, FL 33071, USA
Phone (954) 575-5750
Perri Financial Group

5 out of 5

Location 9726 W Sample Rd #1, Coral Springs, FL 33065, USA
Phone (954) 755-8755
Securities America Inc
Location 3402 Coral Springs Dr, Coral Springs, FL 33065, USA
Phone (561) 799-9984
Pratt Financial Group
Location 9211 NW 16th St, Coral Springs, FL 33071, USA
Phone (954) 345-5769
Legacy Financial Network
SEC File# 801-63048
CRD# 140808

5 out of 5

Location 3000 N University Dr suite d, Coral Springs, FL 33065, USA
Phone (954) 906-5440
Clarity Financial Planning
SEC File# 801-107913
CRD# 283824
Location 5491 N University Dr Suite 101, Coral Springs, FL 33067, USA
Phone (954) 723-0350
Wells Fargo Advisors

5 out of 5

Location 2740 N University Dr, Coral Springs, FL 33065, USA
Phone (954) 796-5200
Melissa Gerdes - Morgan Stanley
Location 2825 N University Dr Ste 400, Coral Springs, FL 33065, USA
Phone (954) 509-3516
Personal Financial Profiles
Location 2801 N University Dr # 201, Coral Springs, FL 33065, USA
Phone (954) 755-8647
Edward Jones - Financial Advisor: Todd A Currier

5 out of 5

Location 9879 W Sample Rd, Coral Springs, FL 33065, USA
Phone (954) 755-1255
Estrin Asset Management, Inc.
Location 5421 N University Dr # 101, Coral Springs, FL 33067, USA
Phone (954) 769-1898
Yale Financial Consulting
Location 5461 N University Dr Suite 104, Coral Springs, FL 33067, USA
Phone (954) 840-0414
Image of Coral Springs, FL

About Coral Springs, FL

Coral Springs is a city in Broward County, Florida, United States, and is a suburb of Fort Lauderdale. As of the 2010 United States Census, the city's population was 121,096. It is part of the Miami metropolitan area, which was home to 5,564,635 people at the 2010 census. The city was incorporated on July 10, 1963. Coral Springs has been one of Florida's fastest-growing cities since the late 1970s. The city has grown from a tiny community of 6,000 people in 1978 to over 120,000 residents as of 2017. Coral Springs is located at (26.241463, -80.269362). The city is located in northeastern Broward County and is surrounded by the communities of Parkland to the north, Coconut Creek to the east, Margate to the south, and Tamarac to the west. The major highways and streets in Coral Springs include: SR 869 (University Drive) SR 817 (Commercial Boulevard) I-95 Florida's Turnpike US 441 (State Road 7) NW 41st Street include US-1, SR-836, and Palmetto Expressway. Some of the neighborhoods in Coral Gables include Country Club Prado, Granada Groves, and Riviera Isles.

Where Certified Financial Advisors in Coral Springs, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Coral Springs, FL can avail banking services from a number of banks in the area. Services offered by banks include checking and savings accounts, loans, mortgages, and credit cards. In addition, many banks offer online banking and mobile banking which allow customers to access their accounts from anywhere at any time.

Insurance Broker

Coral Springs, FL is a city in Broward County, Florida, United States. As of the 2010 census, the population was 121,096. According to the insurance brokers in Coral Springs, FL, most residents are not covered by insurance. The insurance brokers in Coral Springs can help residents find affordable health insurance and home insurance. They can also help with car insurance and other types of insurance.

Retirement Planning

Coral Springs, FL residents have a number of financial concerns that they need to address as they plan for retirement. Financial advisors can help by providing guidance and education on a variety of topics, including saving for retirement, investing for retirement, and creating a retirement budget. Advisors can also help retirees stay on track with their plans by providing regular reviews and updates.

Wealth Management

Coral Springs, FL is a city located in Broward County, Florida. As of the 2010 census, the population was 121,096. The city is best known as a great place to live and raise a family. But with growth comes new challenges, one of which is how to manage wealth wisely. Wealth management can help Coral Springs residents make the most of their money and protect their assets.

Estate Planning Lawyer

Coral Springs, FL estate planning lawyers can help residents with a variety of services, including wills, trusts, and probate. They can also help residents set up guardianship for their children in case something happens to them. These lawyers are knowledgeable in all aspects of estate planning and can help residents create an estate plan that meets their specific needs.

Mortgage Loan Officer

Mortgage loan officers can help Coral Springs, FL residents by providing them with the best mortgage options possible. Loan officers have the knowledge and experience to help people get the best deals on mortgages, and they can also provide guidance and support throughout the entire process. Residents of Coral Springs can benefit from working with a mortgage loan officer who knows the area well and understands the unique needs of this community.

Tax Services

Residents of Coral Springs, FL can breathe a little easier this tax season knowing that they have the help of experienced and qualified tax accountants. Tax accountants can help residents find the best way to file their taxes and claim all the deductions and credits to which they are entitled. They can also help residents plan for the future and save money on their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Coral Springs, FL