Best Financial Advisors in Coconut Creek, FL

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List of Firms

Coconut Creek, FL Fiduciary Financial Advisors

American Trust Investment Services
Location 5182 NW 74th Ct, Coconut Creek, FL 33073, USA
Phone (954) 655-8583
Directions
Parks & Company, LLC
5 out of 5
Location 6810 Lyons Technology Pkwy #130, Coconut Creek, FL 33073, USA
Phone (954) 719-7569
Language http://www.parkscpas.com/
Directions
Elizabeth Rivera Amaro: Primerica - Financial Services
5 out of 5
Location 441 S State Rd 7 STE 8, Margate, FL 33068, USA
Phone (954) 366-6092
Language https://www.primerica.com/LIZAMARO
Directions
Pamela S Doyle Financial Services
Location 720 W Palm Aire Dr, Pompano Beach, FL 33069, USA
Phone (954) 975-9864
Directions
S3 Wealth Management
Location 7401 Wiles Rd, Coral Springs, FL 33067, USA
Phone (954) 233-1961
Language http://www.s3wealth.com/contact
Directions
Jeff Bank - Financial Advisor, Ameriprise Financial Services, LLC
Location 3111 N University Dr, Coral Springs, FL 33065, USA
Phone (954) 905-2884
Language https://www.ameripriseadvisors.com/Jeff.Bank/?cid=IP_local_yext
Directions
Alpina Financial Consultants, LLC
Location 4171 W Hillsboro Blvd #4, Coconut Creek, FL 33073, USA
Phone (954) 623-7611
Language http://www.alpinalpl.com/
Directions
Boca Real Estate Investment Club
5 out of 5
Location 4851 W Hillsboro Blvd Suite A4, Coconut Creek, FL 33073, USA
Phone (561) 391-7325
Language http://bocarealestateclub.com/
Directions
Prosperitus Wealth Advisors
5 out of 5
Location 11555 Heron Bay Blvd STE 305, Coral Springs, FL 33076, USA
Phone (954) 400-1470
Language http://www.prosperituswealth.com/
Directions
Financial Advisors in Coconut Creek, FL

Where Certified Financial Advisors in Coconut Creek, FL Serve

Coconut Creek, FL is a vibrant city located in Broward County, known for its lush greenery and natural beauty. The city boasts several landmarks, including the Seminole Casino Coconut Creek, Butterfly World, and the Promenade at Coconut Creek, a premier shopping destination. The top employers in Coconut Creek include the Seminole Casino Coconut Creek, Broward Health North, and the City of Coconut Creek. These companies offer a variety of job opportunities, ranging from healthcare to hospitality. Major highways and streets in the city include the Florida Turnpike, State Road 7, and Coconut Creek Parkway. These roads provide easy access to neighboring cities and attractions, making Coconut Creek a convenient location for both residents and visitors. Coconut Creek is home to several distinct neighborhoods, each with its own unique charm and character. Some of the most popular neighborhoods include Winston Park, Regency Lakes, and Lyons Gate. Overall, Coconut Creek is a dynamic and diverse city with something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Coconut Creek, FL can benefit greatly from the services of a financial advisor. With its growing population and diverse economy, Coconut Creek presents a unique set of financial challenges that require the expertise of a professional. A financial advisor can help residents navigate the complexities of retirement planning, investment management, and tax preparation. Additionally, given the high cost of living in South Florida, a financial advisor can assist residents in creating a budget and managing their debt. With the guidance of a financial advisor, residents of Coconut Creek can achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Coconut Creek, FL can benefit greatly from the expertise of an insurance broker. With the unique weather patterns and natural disasters that can occur in South Florida, it is important to have the proper insurance coverage to protect your home, car, and belongings. An insurance broker can help residents of Coconut Creek navigate the various policies available and find the best coverage for their specific needs. Additionally, with the high cost of healthcare in the United States, an insurance broker can assist residents in finding affordable health insurance options. Overall, an insurance broker can provide invaluable assistance to residents of Coconut Creek in protecting their assets and ensuring their peace of mind.

Retirement Planning

Residents of Coconut Creek, FL can benefit greatly from the expertise of a retirement planner. With a retirement planner's guidance, residents can develop a comprehensive plan to achieve their financial goals and ensure a comfortable retirement. Specifically, Coconut Creek residents can benefit from a retirement planner's knowledge of the local real estate market. As a popular retirement destination, Coconut Creek has a diverse mix of housing options, from single-family homes to active adult communities. A retirement planner can help residents navigate this market and make informed decisions about buying or selling property. They can also help residents plan for the costs of living in Coconut Creek, including healthcare expenses and property taxes. By working with a retirement planner, residents of Coconut Creek can feel confident that they are making the most of their retirement years.

Wealth Management

Residents of Coconut Creek, FL could benefit from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager could provide assistance is in navigating the unique tax laws and regulations in Florida. For example, Florida has no state income tax, which can be a significant advantage for retirees or those with high incomes. However, there are still federal taxes to consider, as well as property taxes and other fees. A wealth manager can help residents of Coconut Creek understand their tax obligations and develop strategies to minimize their tax burden. Additionally, a wealth manager can provide guidance on investing, retirement planning, and other financial matters to help residents achieve their long-term goals and secure their financial future.

Mortgage Loan Officer

Residents of Coconut Creek, FL can benefit from the expertise of a mortgage loan officer in many ways. One of the most common ways is by getting help with navigating the complex mortgage application process. A loan officer can help residents understand the different types of mortgages available, the requirements for each, and how to qualify for them. Additionally, a loan officer can provide guidance on how to improve credit scores and increase the chances of getting approved for a mortgage. In Coconut Creek, a loan officer can also help residents take advantage of unique mortgage programs, such as those offered by the state of Florida, that can help make homeownership more affordable.

Tax Services

Residents of Coconut Creek, FL can greatly benefit from the expertise of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on how to maximize deductions and credits on state and federal tax returns. This is especially important for Coconut Creek residents, as the city has a higher than average cost of living compared to other areas in Florida. A tax advisor can also assist with tax planning and preparation for small business owners and self-employed individuals in Coconut Creek, helping them navigate the complex tax laws and regulations that apply to their specific situations. Overall, a tax advisor can provide valuable insights and advice to help Coconut Creek residents save money and stay compliant with tax laws.

Estate Planning Lawyer

Residents of Coconut Creek, FL can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by creating a will to ensure that their assets are distributed according to their wishes after they pass away. An estate planning lawyer can also help residents set up trusts to protect their assets from creditors or to provide for their loved ones. Additionally, in a city like Coconut Creek, which has a large population of retirees, an estate planning lawyer can assist with planning for long-term care and medical expenses. With the help of an estate planning lawyer, residents of Coconut Creek can have peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Coconut Creek, FL

A financial advisor in Coconut Creek, FL can offer a range of financial advising services to help clients achieve their financial goals. Specifically, a financial advisor in Coconut Creek can assist clients with retirement planning, investment management, tax planning, and estate planning. With its beautiful and vibrant community, Coconut Creek presents unique financial challenges and opportunities that require a thorough understanding of the local economy and market trends. A skilled financial advisor in Coconut Creek can provide clients with tailored financial solutions that take into account the specific needs and circumstances of the local community. By leveraging their expertise and experience, a financial advisor in Coconut Creek can help clients navigate the complex financial landscape and make informed decisions that lead to long-term financial success.

Coconut Creek, FL is the ideal place to seek financial advising due to its thriving economy and abundance of expert financial advisors. The city's economy is diversified, with a range of industries contributing to its growth and stability. This means that financial advisors in Coconut Creek have experience working with a variety of financial situations, making them well-equipped to handle any financial challenge that may arise. Additionally, the city is home to a diverse population, providing financial advisors with the opportunity to work with clients from different backgrounds and with varying financial goals. With its strong economy and experienced financial advisors, Coconut Creek is the perfect place to get the financial advice you need to achieve your financial goals.