Weston, FL Financial Advisors and Resources



Financial Advisor Firms in Weston, FL


EMFO, LLC

Website

(954) 385-9624

2700 South Commerce Parkway
Suite 100
Weston, FL 33331

SEC#: 801-111928
Years in Business: 3 years

STRENTA INVESTMENT MANAGEMENT, INC.

Website

(954) 217-4896

2400 North Commerce Parkway
Suite 104
Weston, FL 33326

SEC#: 801-79045
Years in Business: 7 years

COMMUNITY CAPITAL MANAGEMENT, INC.

Website

(877) 272-1977

2500 Weston Road
Suite 101
Weston, FL 33331

SEC#: 801-56201
Years in Business: 22 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(866) 800-9300

1640 Town Center Circle
Suite 202
Weston, FL 33326

SEC#: 801-72203
Years in Business: 10 years

CPR INVESTMENTS INC

Website

(954) 224-4888

2547 Jardin Terrace

Weston, FL 33327

SEC#: 801-112038
Years in Business: 3 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(469) 547-1669

1500 Weston Road
Suite 200-9
Weston, FL 33326

SEC#: 801-80067
Years in Business: 7 years

PLANMEMBER SECURITIES CORPORATION

Website

(954) 524-4542

2771 Executive Park Dr
#4
Weston, FL 33331

SEC#: 801-39177
Years in Business: 30 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(469) 547-1669

1500 Weston Road
Suite 200-9
Weston, FL 33326

SEC#: 801-80067
Years in Business: 7 years

SLATESTONE WEALTH LLC

Website

(954) 606-0777

2700 S. Commerce Parkway
Suite 100
Weston, FL 33331

SEC#: 801-110003
Years in Business: 4 years


How Retirement-Friendly is Weston, FL?

  • Population: 70,614
  • % of Population 62 Years and Over: 13.8%
  • Average Home Value: $483,900
  • Average Monthly Housing Cost: $2,235
  • Average Household Income: $150,825
  • 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.)


Weston, FL Financial Advisor FAQs

A financial advisor is a professional who advises people on investments and handles their finances.
Yes. A financial advisor can help you with budgeting, debt management, education, retirement planning and other important aspects of your finances.
When choosing a financial advisor, it is important to assess the education and experience of the individual. They should have at least 5 years of experience in the industry.
Financial advisors are typically compensated in one of three ways. The percentage-of-assets model pays a fee for steering clients into investments the advisor is also invested in, the asset base model compensates advisors based on their clients' assets under management, and in commissions income is generated when financial transactions involve fees.