Plantation, FL Financial Advisors and Resources



Financial Advisor Firms in Plantation, FL


MG&A WEALTH

Website

(954) 289-9000

8151 Peters Road
Suite 3200
Plantation, FL 33324

SEC#: 801-108236
Years in Business: 5 years

LWM ADVISORY SERVICES, LLC

Website

(954) 474-7100

1250 S. Pine Island Road
Suite 350
Plantation, FL 33324

SEC#: 801-80096
Years in Business: 7 years

TOBIAS FINANCIAL ADVISORS

Website

(954) 424-1660

1000 S. Pine Island Road
Suite 450
Plantation, FL 33324

SEC#: 801-33972
Years in Business: 32 years

NORTHSTAR FINANCIAL PLANNERS, INC.

Website

(954) 693-0030

1250 S. Pine Island Road
Suite 275
Plantation, FL 33324

SEC#: 801-79605
Years in Business: 7 years

FORTITUDE ADVISORY GROUP L.L.C.

Website

(954) 607-3640

8201 Peters Rd., Ste. 1000

Plantation, FL 33324

SEC#: 801-60827
Years in Business: 19 years

SOUND INCOME STRATEGIES, LLC

Website

(954) 236-4800

817 South University Drive
Suite 102
Plantation, FL 33324

SEC#: 801-80425
Years in Business: 7 years

SOUND INCOME STRATEGIES, LLC

Website

(954) 236-4800

817 South University Drive
Suite 102
Plantation, FL 33324

SEC#: 801-80425
Years in Business: 7 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(954) 703-3400

1000 S Pine Island Rd,
Suite 401
Plantation, FL 33324

SEC#: 801-79198
Years in Business: 7 years

TOTAL INVESTMENT MANAGEMENT, INC.

Website

(800) 962-1180

5281 Sw 3Rd Ct.

Plantation, FL 33317

SEC#: 801-69759
Years in Business: 12 years


How Retirement-Friendly is Plantation, FL?

  • Population: 93,449
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $344,300
  • Average Monthly Housing Cost: $1,621
  • Average Household Income: $98,704
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


Plantation, FL Financial Advisor FAQs

The primary purpose of a financial advisor is to help clients achieve financial goals. Forms of advice vary from recommending lifestyle changes to helping develop long-term plans for retirement, but most advisors emphasize the use of diversification as a way for their clients to safeguard themselves and their assets against market fluctuations.
If you're not qualified to handle the complexities of personal finance, then it's definitely worth getting some professional help. If you are thinking about doing your own investing for retirement, then get professional guidance. A financial advisor often collects similar accounts into one portfolio that they manage– this is an advantage because individual investments will be more effectively diversified than if you had done so on your own.
It is important to ensure regulatory compliance when choosing a financial advisor, but it is equally important to find someone you trust and feel comfortable talking with. Always ask your friends and family for referrals or look up advisors on websites that rank advisors by quality.
A financial advisor gets paid by charging a fee for their advice. Some financial advisors rely on commissions or time-based fees to get compensated, while others only get paid when they generate profits for the investments they recommend.