Best Financial Advisors in Coral Springs, FL

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List of Firms

Coral Springs, FL Fiduciary Financial Advisors

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
Directions
SEC File# 801-110092
CRD# 170002
Location 1750 N University Dr Suite 209, Coral Springs, FL 33071, USA
Phone (954) 575-5750
Directions
SEC File# 801-78068
CRD# 109327
Location 2801 N University Dr # 201, Coral Springs, FL 33065, USA
Phone (954) 755-8647
Directions
Raymond James Financial Services
Location 3000 N University Dr, Coral Springs, FL 33065, USA
Phone (954) 227-5511
Directions
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
Directions
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
Directions
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
Directions
Securities America Inc
Location 3402 Coral Springs Dr, Coral Springs, FL 33065, USA
Phone (561) 799-9984
Directions
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
Directions
Yale Financial Consulting
Location 5461 N University Dr Suite 104, Coral Springs, FL 33067, USA
Phone (954) 840-0414
Directions
Morgan Stanley Financial Advisors
Location 2825 N University Dr Ste 400, Coral Springs, FL 33065, USA
Phone (954) 509-3500
Directions
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
Directions
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
Directions
Wells Fargo Advisors
5 out of 5
Location 2740 N University Dr, Coral Springs, FL 33065, USA
Phone (954) 796-5200
Directions
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
Directions
FR Financial Advisors, LLC
Location 5521 N University Dr Suite 104, Coral Springs, FL 33067, USA
Phone (954) 755-0222
Directions
Pratt Financial Group
Location 9211 NW 16th St, Coral Springs, FL 33071, USA
Phone (954) 345-5769
Directions
Melissa Gerdes - Morgan Stanley
Location 2825 N University Dr Ste 400, Coral Springs, FL 33065, USA
Phone (954) 509-3516
Directions
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
Directions
Christian Morales - TD Wealth Financial Advisor
Location 2600 N University Dr, Coral Springs, FL 33065, USA
Phone (561) 225-4838
Directions
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
Directions
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
Directions
Prosperitus Wealth Advisors
5 out of 5
Location 11555 Heron Bay Blvd STE 305, Coral Springs, FL 33076, USA
Phone (954) 400-1470
Directions
Perri Financial Group
5 out of 5
Location 9726 W Sample Rd #1, Coral Springs, FL 33065, USA
Phone (954) 755-8755
Directions
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
Directions
Estrin Asset Management, Inc.
Location 5421 N University Dr # 101, Coral Springs, FL 33067, USA
Phone (954) 769-1898
Directions
Financial Advisors in Coral Springs, FL

Where Certified Financial Advisors in Coral Springs, FL Serve

Coral Springs, located in sunny Florida, is a vibrant city with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a great place to live, work, and play. From the stunning Coral Springs Museum of Art to the bustling Coral Square Mall, there is something for everyone in this bustling city. Some of the top employers in Coral Springs include First Data, Citrix Systems, and JM Family Enterprises, providing ample job opportunities for residents. Major highways and streets such as the Sawgrass Expressway and University Drive make commuting a breeze, while neighborhoods like Eagle Trace and Wyndham Lakes offer a variety of housing options for families and individuals alike. With its rich culture, diverse population, and endless opportunities, Coral Springs is truly a gem of the Sunshine State.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Coral Springs, FL can benefit greatly from the guidance of a financial advisor. One specific way a financial advisor can help is by providing advice on how to navigate the unique real estate market in Coral Springs. As a city with a high demand for housing, it can be challenging to find affordable options that meet the needs of individuals and families. A financial advisor can help residents create a budget and savings plan to prepare for the costs of home ownership and provide guidance on how to invest in the local real estate market. Additionally, a financial advisor can assist with retirement planning, debt management, and creating a long-term financial plan that aligns with the goals and values of Coral Springs residents.

Insurance Broker

As a bustling city located in the heart of South Florida, Coral Springs is home to a diverse population with a range of insurance needs. An experienced insurance broker can provide invaluable assistance to residents of Coral Springs by helping them navigate the complex world of insurance policies and find the coverage that best suits their individual needs. From homeowners insurance to auto insurance, health insurance, and more, a broker can help residents of Coral Springs find the right coverage at the right price. Additionally, given the city's proximity to the coast, a broker can also provide guidance on flood insurance and other specialized policies that may be necessary to protect homes and businesses from the unique risks associated with living in this area.

Retirement Planning

Residents of Coral Springs, FL could greatly benefit from the guidance of a retirement planner. With the city's population consisting of a large number of retirees, a retirement planner could provide tailored advice on how to maximize retirement savings and create a sustainable income stream for the future. Specifically, with the high cost of living in Coral Springs, a retirement planner could help residents navigate the expenses associated with healthcare, housing, and other necessities. Additionally, a retirement planner could assist in creating a comprehensive estate plan to ensure that assets are distributed according to the individual's wishes. Overall, a retirement planner would be an invaluable resource for residents of Coral Springs, FL as they navigate the complexities of retirement planning.

Wealth Management

Residents of Coral Springs, FL could benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways a wealth manager could assist Coral Springs residents is by helping them navigate the unique tax laws and regulations of the state of Florida. With no state income tax, but high property and sales taxes, it can be challenging for residents to understand how to maximize their financial resources while minimizing their tax burden. A wealth manager could also assist with retirement planning, investment strategies, and estate planning, all of which are crucial for residents of Coral Springs who want to ensure their financial security and leave a legacy for their loved ones. Overall, a wealth manager can provide invaluable guidance and support for residents of Coral Springs looking to make the most of their financial resources.

Mortgage Loan Officer

Residents of Coral Springs, FL could greatly benefit from the services of a mortgage loan officer. With the city's growing population and booming real estate market, a mortgage loan officer can assist residents in securing the best possible mortgage rates and terms for their new home purchases. Additionally, with the city's proximity to the coast, residents may be interested in purchasing a second home or investment property, and a mortgage loan officer can help guide them through the process. The mortgage loan officer can also provide valuable advice on refinancing options for homeowners looking to lower their monthly mortgage payments or access equity in their homes. In a city like Coral Springs, FL where the real estate market is constantly evolving, the expertise of a mortgage loan officer can be invaluable for residents looking to achieve their homeownership goals.

Tax Services

Residents of Coral Springs, FL can benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax return. This is especially important for residents of Coral Springs, as the city has a relatively high cost of living compared to other areas in Florida. A tax advisor can help residents identify deductions and credits they may not be aware of, such as those related to home ownership or education expenses. Additionally, a tax advisor can assist residents with tax planning strategies to minimize their tax liability and ensure they are in compliance with all applicable tax laws. Overall, the expertise of a tax advisor can provide significant financial benefits for residents of Coral Springs.

Estate Planning Lawyer

Residents of Coral Springs, FL can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Coral Springs, where many residents are retirees who have accumulated significant wealth over their lifetimes. An estate planning lawyer can also help residents minimize estate taxes, protect their assets from creditors and lawsuits, and ensure that their healthcare and financial decisions are made by trusted individuals in the event of incapacity. With the help of an estate planning lawyer, residents of Coral Springs can have peace of mind knowing that their loved ones will be taken care of and their legacy will be preserved.

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FAQs About Personal Financial Advisors in Coral Springs, FL