Best Financial Advisors in Plantation, FL

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List of Firms

Plantation, FL Fiduciary Financial Advisors

SEC File# 801-117015
CRD# 304659
5 out of 5
Location 1250 S Pine Island Rd #350, Plantation, FL 33324, USA
Phone (954) 474-7100
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-10970
CRD# 6413
Location 1333 S University Dr #200, Plantation, FL 33324, USA
Phone (954) 327-1511
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
SEC File# 801-108236
CRD# 284866
5 out of 5
Location 8151 Peters Rd Suite 3200, Plantation, FL 33324, USA
Phone (954) 289-9000
Directions
SEC File# 801-121920
CRD# 124121
Location 8201 Peters Rd #1000, Plantation, FL 33324, USA
Phone (954) 771-1313
Directions
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
Directions
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Veritas Wealth Advisors Inc
Location 10167 W Sunrise Blvd STE 107, Plantation, FL 33322, USA
Phone (954) 990-2220
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Michael Taylor - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8201 Peters Rd Ste 1000, Plantation, FL 33324, USA
Phone (305) 467-4179
Directions
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Integrity Wealth Planning, Inc. - Financial Advisor
5 out of 5
Location 7901 SW 6th Ct Suite 320, Plantation, FL 33324, USA
Phone (954) 809-3553
Directions
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Edward Jones - Financial Advisor: Claudia P Jaric
SEC File# 801-3297
CRD# 250
Location 7801 SW 6th Ct, Plantation, FL 33324, USA
Phone (954) 370-7640
Directions
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C Reginald Esiobu - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 950 S Pine Island Rd Ste A-150, Plantation, FL 33324, USA
Phone (954) 727-8363
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
Directions
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Kramer & Associates
Location 941 SW 88th Terrace, Plantation, FL 33324, USA
Phone (954) 424-2487
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Regina Collaro - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 111 N Pine Island Rd Ste 201-B, Plantation, FL 33324, USA
Phone (954) 382-5200
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
Directions
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Merrill Lynch Wealth Management Advisor Andrew L Friedman
Location 600 N Pine Island Rd Suite 300, 3rd Floor, Plantation, FL 33324, USA
Phone (954) 916-2808
Directions
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Glades Wealth Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8751 W Broward Blvd Ste 206, Plantation, FL 33324, USA
Phone (954) 236-9403
Directions
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Merrill Lynch Wealth Management Advisor Robert T Hendricks
Location 600 N Pine Island Rd Suite 300, 3rd Floor, Plantation, FL 33324, USA
Phone (954) 916-2832
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Merrill Lynch Wealth Management Advisor Robert J Oliver
Location 600 N Pine Island Rd Suite 300, 3rd Floor, Plantation, FL 33324, USA
Phone (954) 916-2837
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Carlton Francis - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8201 Peters Rd Ste 1000, Plantation, FL 33324, USA
Phone (954) 834-3535
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
Directions
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Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8751 W Broward Blvd Ste 206, Plantation, FL 33324, USA
Phone (954) 236-9403
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 – 2:00 PM Saturday: Closed Sunday: Closed
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Morgan Stanley Financial Advisors
5 out of 5
Location 1200 S Pine Island Rd Ste 800, Plantation, FL 33324, USA
Phone (954) 423-9100
Directions
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Edward Jones - Financial Advisor: Craig M Rosen, CFP®
SEC File# 801-3297
CRD# 250
Location 1250 S Pine Island Rd Ste 260, Plantation, FL 33324, USA
Phone (954) 472-9995
Directions
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Edward Jones - Financial Advisor: Steve Prat, AAMS™
SEC File# 801-3297
CRD# 250
Location 6905 W Broward Blvd Suite 111, Plantation, FL 33317, USA
Phone (954) 585-8705
Directions
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Edward Jones - Financial Advisor: Trey Twyman III
Location 111 N Pine Island Rd Ste 202, Plantation, FL 33324, USA
Phone (954) 473-0453
Directions
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Merrill Lynch Wealth Management Advisor David Bass
Location 600 N Pine Island Rd Suite 300, 3rd Floor, Plantation, FL 33324, USA
Phone (954) 916-2805
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Robert Love & Associates
Location 7520 NW 5th St STE 200, Plantation, FL 33317, USA
Phone (954) 581-1435
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Christian Morales - TD Wealth Financial Advisor
Location 1800 N Pine Island Rd, Plantation, FL 33322, USA
Phone (561) 225-4838
Directions
Financial Advisors in Plantation, FL

Where Certified Financial Advisors in Plantation, FL Serve

Plantation, FL is a vibrant city with a rich history and diverse culture. It boasts several landmarks such as the Plantation Historical Museum, the Plantation Preserve Golf Course and Club, and the Plantation Central Park. The city is also home to many top employers including American Express, Motorola, and the University of Miami Hospital. Major highways such as I-595 and the Florida Turnpike run through the city, providing easy access to surrounding areas. Some of the most notable streets in Plantation include Broward Boulevard, University Drive, and Pine Island Road. The city is divided into several neighborhoods such as Jacaranda Lakes, Plantation Acres, and Westgate Lake Manor, each with its unique charm and character. Overall, Plantation, FL is a bustling city with plenty to offer for both residents and visitors alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Plantation, FL can benefit greatly from the guidance of a financial advisor. With the city's growing population and diverse economy, a financial advisor can help individuals and families navigate the complexities of managing their finances. For example, Plantation is home to many retirees who may need assistance with retirement planning and managing their investments. Additionally, with the city's proximity to Fort Lauderdale and Miami, residents may need help with tax planning and estate planning. A financial advisor can also provide guidance on budgeting and debt management, which can be especially helpful for young families and individuals just starting out. Overall, a financial advisor can provide personalized advice and support to help residents of Plantation achieve their financial goals and plan for a secure future.

Insurance Broker

Residents of Plantation, FL can benefit from the services of an insurance broker in a number of ways. For example, an insurance broker can help residents find the best insurance policies to meet their individual needs and budgets. This is particularly important in Plantation, where the cost of living can be high and residents may be looking for ways to save money. Additionally, an insurance broker can provide guidance and support when it comes to filing claims or dealing with insurance companies. This can be especially helpful for residents who may not be familiar with the intricacies of insurance policies and procedures. By working with an insurance broker, residents of Plantation can ensure that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Plantation, FL can benefit greatly from the services of a retirement planner. With its large population of retirees, a retirement planner can help residents navigate the complex world of retirement planning and ensure that they are able to enjoy their golden years without financial stress. Specifically, a retirement planner can help Plantation residents with estate planning, tax strategies, and investment management. They can also provide guidance on healthcare and long-term care planning, which is especially important in a state like Florida with a large elderly population. By working with a retirement planner, residents of Plantation can feel confident that they are making the most of their retirement savings and are prepared for any unexpected expenses that may arise.

Wealth Management

Residents of Plantation, FL could benefit from the services of a wealth manager in a number of ways. First and foremost, a wealth manager can help individuals and families in Plantation to develop a comprehensive financial plan that takes into account their unique goals and circumstances. This might include strategies for saving for retirement, paying off debt, or investing in real estate. Additionally, a wealth manager can provide guidance on tax planning and estate planning, helping residents to minimize their tax liabilities and ensure that their assets are distributed according to their wishes. One specific challenge that residents of Plantation may face is navigating the complex tax laws and regulations that apply to Florida residents. A skilled wealth manager can help residents to understand these laws and develop strategies for minimizing their tax burden. Ultimately, working with a wealth manager can help residents of Plantation to achieve greater financial stability and security, allowing them to enjoy all that this vibrant community has to offer.

Mortgage Loan Officer

Residents of Plantation, FL can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex process of buying a home in Plantation, FL, which has a competitive real estate market. They can provide guidance on different types of loans available, such as FHA and VA loans, and help residents understand the requirements and eligibility criteria for each. Additionally, a mortgage loan officer can help residents secure the best interest rates and loan terms, which can save them thousands of dollars over the life of their mortgage. With their knowledge of the local real estate market, a mortgage loan officer can also provide valuable insights on neighborhoods and properties in Plantation, FL, helping residents make informed decisions about their home purchase.

Tax Services

Residents of Plantation, FL could benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to minimize their tax liability while still complying with state and federal tax laws. This is especially important in Plantation, as it is known for its high property values and affluent population. A tax advisor can help residents navigate complex tax codes and identify deductions and credits that they may be eligible for. Additionally, a tax advisor can provide valuable advice on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax situation. Overall, working with a tax advisor can help residents of Plantation, FL make informed decisions about their finances and ensure that they are maximizing their tax savings.

Estate Planning Lawyer

Residents of Plantation, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by assisting with the creation of a will. This is especially important in Plantation, FL, as the city has a higher-than-average population of retirees and seniors. A will ensures that a person's assets are distributed according to their wishes after they pass away, which can provide peace of mind for both the individual and their loved ones. Additionally, an estate planning lawyer can help with other important documents such as trusts, powers of attorney, and healthcare directives. These documents can help ensure that a person's wishes are respected and that their loved ones are taken care of in the event of incapacity or death. Overall, an estate planning lawyer can be an invaluable resource for residents of Plantation, FL who want to plan for their future and protect their assets.

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