Best Financial Advisors in Dania Beach, FL

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

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Dania Beach, FL Fiduciary Financial Advisors

SEC File# 801-72263
CRD# 10111
Location 1231 Stirling Rd #102, Dania Beach, FL 33004, USA
Directions
SEC File# 801-10418
CRD# 705
Location 515 E Las Olas Blvd Suite 800, Fort Lauderdale, FL 33301, USA
Phone (954) 847-5260
Directions
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
Directions
Associated Financial Consultants & Investor Services
Location 2699 Stirling Rd suite a-200, Fort Lauderdale, FL 33312, USA
Phone (954) 983-5600
Directions
Edward Jones - Financial Advisor: Marcie Hibbs
4 out of 5
Location 1820 Radius Dr, Hollywood, FL 33020, USA
Phone (954) 922-1242
Directions
Cumulare Asset Management
Location 3389 Sheridan St, Hollywood, FL 33021, USA
Phone (954) 736-4699
Directions
Edward Jones - Financial Advisor: Darcy J Beeman, CFP®
5 out of 5
Location 717 SE 2nd St Ste 204, Fort Lauderdale, FL 33301, USA
Phone (954) 463-1933
Directions
Levy Realty Advisors
5 out of 5
Location 1210 Stirling Rd # 2B, Dania Beach, FL 33004, USA
Phone (954) 921-6673
Directions
JF INVESTMENT AND CONSULTING
Location 2750 N 29th Ave SUITE 117, Hollywood, FL 33020, USA
Phone (305) 467-1395
Directions
Davis Wealth Management, Inc.
Location 836 SW 18th Ct, Fort Lauderdale, FL 33315, USA
Phone (954) 225-9752
Directions
Michael Winston and Associates Inc
Location 2699 Stirling Rd suite a-200, Fort Lauderdale, FL 33312, USA
Phone (954) 983-5600
Directions
Alan Blender - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4934
Directions
Financial Advisors in Dania Beach, FL

Where Certified Financial Advisors in Dania Beach, FL Serve

Dania Beach, FL, located in Broward County, is a vibrant city that boasts a plethora of landmarks and attractions. From the iconic Dania Beach Pier, which offers stunning views of the Atlantic Ocean, to the historic Dania Beach Hotel, which has been a staple of the community since 1925, there is no shortage of things to see and do in this bustling city. In terms of top employers, Dania Beach is home to a number of major companies, including Chewy, one of the largest online pet supply retailers in the world, and Magic Leap, a cutting-edge technology company that specializes in augmented reality. Other major employers in the area include the Seminole Hard Rock Hotel & Casino and the Fort Lauderdale-Hollywood International Airport. When it comes to transportation, Dania Beach is well-connected to the rest of the region via a number of major highways and streets, including I-95, US-1, and Griffin Road.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Dania Beach, FL can benefit greatly from the guidance of a financial advisor. With the city's proximity to the bustling Fort Lauderdale area, many residents may be looking to invest in real estate or start their own businesses. A financial advisor can help navigate these complex financial decisions and provide tailored advice to help residents achieve their goals. Additionally, Dania Beach is home to a diverse population, including many retirees. A financial advisor can assist with retirement planning, ensuring that residents are able to enjoy their golden years without financial stress. Overall, a financial advisor can be a valuable resource for residents of Dania Beach looking to secure their financial futures.

Insurance Broker

Residents of Dania Beach, FL can benefit greatly from the services of an insurance broker. With its proximity to the ocean, residents may be at a higher risk for flood damage and require specialized coverage. An insurance broker can help residents navigate the complex world of flood insurance and ensure they have the appropriate level of coverage for their needs. Additionally, Dania Beach is home to many small businesses and entrepreneurs who may require commercial insurance. An insurance broker can assist these individuals in finding the right coverage to protect their business assets and liability. Overall, an insurance broker can provide peace of mind to residents of Dania Beach, ensuring they are adequately covered in the face of unexpected events.

Retirement Planning

Residents of Dania Beach, FL can benefit greatly from the services of a retirement planner. With its proximity to the beach and easy access to Fort Lauderdale, Dania Beach is a popular retirement destination. A retirement planner can help residents navigate the complexities of retirement planning, including managing investments, creating a budget, and planning for healthcare costs. They can also provide guidance on how to maximize Social Security benefits, which is especially important for retirees on a fixed income. Additionally, a retirement planner can help Dania Beach residents create a plan for long-term care, which is crucial as the cost of healthcare continues to rise. Overall, a retirement planner can provide peace of mind and help residents enjoy their golden years without financial stress.

Wealth Management

Residents of Dania Beach, FL could benefit greatly from the services of a wealth manager. With its proximity to the ocean and beautiful beaches, many residents of Dania Beach have invested in real estate and other assets. A wealth manager can help these individuals manage their investments, create a diversified portfolio, and plan for their financial future. Additionally, Dania Beach is home to many retirees who may need assistance with retirement planning and managing their savings. A wealth manager can help these individuals create a plan for their retirement income and ensure that their savings last throughout their golden years. Overall, a wealth manager can provide invaluable guidance and support to residents of Dania Beach, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Dania Beach, FL could benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by assisting residents in securing a mortgage for their dream home in the area. With the housing market in Dania Beach being highly competitive, a mortgage loan officer can provide valuable insights and guidance on navigating the process of obtaining a mortgage. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments over the life of the loan. Overall, a mortgage loan officer can be a valuable resource for residents of Dania Beach looking to purchase or refinance a home in this beautiful coastal community.

Tax Services

Residents of Dania Beach, FL could benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance and assistance with filing tax returns. This is especially important for residents of Dania Beach, as the city is home to a large number of small businesses and entrepreneurs who may have complex tax situations. Additionally, Dania Beach is located in Broward County, which has its own unique tax laws and regulations that residents must navigate. A tax advisor can help ensure that residents are in compliance with these laws and regulations, while also identifying potential tax savings and deductions that can help residents keep more of their hard-earned money. Overall, working with a tax advisor can provide peace of mind and financial security for residents of Dania Beach, FL.

Estate Planning Lawyer

Residents of Dania Beach, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their passing. This is especially important in Dania Beach, as it is a popular retirement destination and many residents may have significant assets they want to ensure are distributed properly. An estate planning lawyer can also help with other important documents such as power of attorney, healthcare directives, and guardianship designations. By working with an estate planning lawyer, residents of Dania Beach can have peace of mind knowing their wishes will be carried out and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Dania Beach, FL