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TOP 30 Financial consulting firms in Fort Lauderdale, FL
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Bernheim Kelley Battista, LLC - Fort Lauderdale
Bernheim Kelley Battista, LLC in Fort Lauderdale, Florida is a renowned institution specializing in personal injury cases. Led by experienced civil litigators and personal injury lawyers, the firm has a proven track record of securing substantial settlements for their clients. From wrongful death cases to defective product injuries, the team at Bernheim Kelley Battista, LLC has successfully represented individuals in a wide range of complex legal matters. Located at 1212 East Broward Boulevard in Fort Lauderdale, the firm is dedicated to providing clients with the justice they deserve. With a focus on preparing cases for the courtroom from day one, Bernheim Kelley Battista, LLC ensures that their clients receive the maximum settlement possible. Operating on a contingency fee basis, clients do not pay attorney fees unless a financial award is secured on their behalf.
The Ben Law Firm
The Ben Law Firm is a trusted family law firm located in Fort Lauderdale, Florida, with over 80 years of combined experience. Specializing in personal injury and wrongful death claims, our dedicated team works tirelessly to ensure our clients receive the financial compensation they deserve. We operate on a contingency fee basis, meaning you don't pay unless we recover money for you. Our clients praise our attention to detail, consistent communication, and client-first approach. With a reputation for excellence and a track record of success, The Ben Law Firm is the top choice for anyone in need of legal representation for car accidents, motorcycle accidents, and personal injury cases. Contact us today at our office on Stirling Road to schedule a consultation and see why we are the best in the business.
Menendez Law Firm
Menendez Law Firm is a reputable institution located at 2699 Stirling Road in Fort Lauderdale, Florida, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, financial consulting, or legal representation, Menendez Law Firm is here to help. Trust us to handle your financial and legal matters with expertise and precision.
Carlin Law Firm
The Carlin Law Firm, PLLC is a boutique trial and litigation firm located in Fort Lauderdale, Florida. Specializing in Probate, Estate, & Trust Litigation, our experienced attorneys are dedicated to providing excellent service to our clients. Whether handling commercial disputes, real estate matters, will contests, or trust disputes, we strive to offer candid, competent, and passionate legal representation. Led by Florida Bar Board Certified Specialist in Business Litigation, Justin Carlin, our firm has been recognized by Super Lawyers®, The Best Lawyers in America®, and South Florida Legal Guide. With a reputation for going the extra mile and achieving outstanding results, our team is committed to delivering top-notch legal services to our clients. Contact us at our Fort Lauderdale or Palm Beach Gardens office for a consultation.
Senior Justice Law Firm
Senior Justice Law Firm is a reputable institution located at 110 Southeast 6th Street in Fort Lauderdale, Florida, United States. Specializing in elder abuse law, our experienced attorneys are dedicated to helping clients navigate through life's toughest challenges. Known for our compassionate and caring approach, we focus solely on nursing home abuse and neglect cases, advocating for the rights of Florida's most vulnerable residents. With a successful track record of recovering $50 million for victims of abuse, neglect, and negligence, our team provides personalized attention to every case. Our trial attorneys have litigated thousands of nursing home abuse claims in Fort Lauderdale and Broward County, ensuring that justice is served for wrongfully injured individuals.
The Financial Marketplace Inc.
The Financial Marketplace Inc. is a finance institution located at 2881 East Oakland Park Boulevard in Fort Lauderdale, Florida, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and make informed decisions about their money. Whether you need assistance with investments, loans, or financial planning, we are here to help. Visit us today to see how we can assist you with your financial needs.
Rio Vista Wealth Management Advisors - UBS Financial Services Inc.
Rio Vista Wealth Management Advisors - UBS Financial Services Inc. is a premier financial institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida. As a leading wealth management firm, we specialize in providing personalized financial planning and investment strategies tailored to meet the unique needs of our clients. Our team of experienced advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Rio Vista Wealth Management Advisors - UBS Financial Services Inc. is committed to providing you with the expertise and guidance you need to navigate the complexities of the financial world. Visit us today to learn more about how we can help you achieve financial success.
Advocate Financial Services
Advocate Financial Services is a reputable finance and law firm located at 5100 Northwest 33rd Avenue in Fort Lauderdale, Florida. Specializing in providing expert financial advice and legal services, our team of professionals is dedicated to helping clients navigate complex financial matters with confidence and ease. Whether you are in need of financial planning, debt consolidation, or legal representation, Advocate Financial Services is here to support you every step of the way. Trust in our expertise and experience to help you achieve your financial goals and secure a brighter future.
Materetsky Financial Group
Materetsky Financial Group, located at 2240 Woolbright Road in Boynton Beach, Florida, is a family-owned and operated financial services firm with over five decades of experience. Our dedicated team of professionals offers personalized financial solutions to meet your planning needs, including protection planning, retirement planning, tax planning, estate planning, and investment planning. We strive to provide our clients with financial stability, confidence, and independence, replacing uncertainty with the assurance needed to live life to the fullest. Our staff takes a hands-on approach to financial guidance, caring deeply about making our clients' dreams a reality. With offices on the east coast in Boynton Beach and Fort Lauderdale, we are here to help you plan for a secure financial future. Advisory services are offered through Materetsky Financial Group Inc., a Registered Investment Advisor, while securities are offered through Private Client Services, Member FINRA/SIPC. All insurance products are offered through unaffiliated insurance companies. Our advisors are registered in multiple states, ensuring that we can assist clients across the country. We believe that wealth is the absence of financial worry, an income that you don't outlive, and a meaningful legacy for your loved ones. Contact Materetsky Financial Group today for proactive financial planning and personalized service from our family to yours.
Borer Financial Communications, Inc.
Borer Financial Communications, Inc. is a finance and legal institution located at 3909 North Ocean Boulevard, Fort Lauderdale, Florida, United States. As a registered SEC EDGAR Filing Agent and Financial Printer, Borer Financial specializes in handling regulatory filings with the SEC from start to finish. They offer quick and accurate turnaround times at cost-effective rates. Additionally, Borer Financial provides comprehensive solutions for distributing press releases to major news outlets worldwide. With over 28 years of experience in the securities industry, Borer Financial offers high-quality and accurate EDGAR and iXBRL compliance filing services for publicly traded companies, hedge funds, trading firms, individuals, and start-ups. They work with both domestic and international clients, providing services such as document printing, binding, mailing, and delivery.
Weitz Financial Group
Weitz Financial Group is a nationally recognized, award-winning 401(k) and private wealth management firm located at 1500 West Cypress Creek Road in Fort Lauderdale, Florida. With sophisticated analytics and disciplined investing, Weitz Financial Group provides tailored financial planning solutions for both individuals and corporate clients. As fiduciaries, the team at Weitz Financial Group prioritizes the interests of their clients, creating custom investment portfolios that align with each client's unique needs and goals. Through one-on-one meetings, they learn about their clients' concerns, risks, and expectations to develop personalized investment strategies.
Borer Financial Communications, Inc.
vide EDGAR filing services. Their attention to detail and commitment to customer satisfaction is unmatched. I highly recommend Borer Financial for all your financial communication needs." - Sarah Johnson, Director of Investor Relations at XYZ Corporation Borer Financial Communications, Inc. is a trusted finance institution located in Fort Lauderdale, Florida, United States. As a registered SEC EDGAR filing agent and financial printer, Borer Financial offers a wide range of services to assist publicly traded companies, hedge funds, trading firms, individuals, and start-ups with their regulatory filings and financial printing needs.
The Fort Lauderdale Group - Morgan Stanley
The Fort Lauderdale Group - Morgan Stanley is a renowned finance institution located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of financial solutions to individuals, businesses, and organizations. The expert team at The Fort Lauderdale Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management services, or retirement planning, you can trust The Fort Lauderdale Group - Morgan Stanley to provide you with personalized and professional financial guidance.
SHERMAN LAW FIRM, P.A.
Sherman Law Firm, P.A. is a reputable institution located at 501 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With nearly ten years of professional experience, Mr. Sherman, Esq. specializes in defending various financial disputes in the Court system. The firm's areas of expertise include complex collection matters, real estate disputes, construction litigation, commercial landlord-tenant issues, and contract and business law. When you choose Sherman Law Firm, P.A., you can trust that your litigation will be expertly handled, allowing you to leave the stress behind and focus on other aspects of your life. The firm's goal is to efficiently resolve your case, minimizing court appearances, paperwork, and meetings. Whether you are a locally-based or national corporation, partnership, or individual, Sherman Law Firm, P.A. has successfully resolved business disputes of all types for its clients.
Moncarz Law Firm PL
Moncarz Law Firm PL, located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, is a multi-faceted institution offering services in accounting, finance, and legal matters. Specializing in complex legal and tax situations that involve multiple jurisdictions, Moncarz Law Firm PL helps clients navigate the intricacies of tax planning and compliance. With a focus on developing tax-efficient legal structures to minimize risks, the firm aims to provide peace of mind to clients so they can focus on achieving their dreams. Led by a knowledgeable and experienced attorney who is also a world traveler and a caring friend to clients, Moncarz Law Firm PL is dedicated to protecting personal and business assets. Contact the firm to learn more about how they can assist you in achieving your financial and legal goals.
Edward Hussey - Private Wealth Advisor, Ameriprise Financial Services, LLC
Edward Hussey is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Edward Hussey holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Edward Hussey is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth individual, Edward Hussey can provide tailored financial solutions to meet your needs. Contact Edward Hussey today to learn more about his services and how he can help you achieve financial success.
Ameriprise Financial
Ameriprise Financial, located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, is a finance institution that offers personalized financial advice to help individuals reach their financial goals. The institution prides itself on putting clients and their goals at the center of everything they do, leading to their recognition as the overall winner in the wealth manager category in 2023 by the Kiplinger Readers' Choice Awards. Ameriprise differs from other financial firms by providing a comprehensive approach that instills confidence in their clients. Clients can receive an initial complimentary consultation to see how Ameriprise compares to their current financial advisor. With a focus on personalized advice tailored to individual goals, Ameriprise aims to help clients work towards their dreams. The institution also prioritizes online security and safeguards to protect clients' personal information. Those interested can request an appointment online to speak with an advisor. Ameriprise's financial advice is based solely on the goals of each client, ensuring a personalized approach. For those who may benefit from a conversation with Ameriprise, referrals are welcomed. Background and qualification information on advisors can be found on FINRA's BrokerCheck website. Client feedback through the Ameriprise Financial Goal-Based Advice Survey reflects high satisfaction levels with the personalized approach. The Confident Retirement® approach offered by Ameriprise is not a guarantee of future financial results. Users of the Ameriprise Financial website are bound by the terms and regulations outlined on the site.
AJ Accounting Firm LLC
AJ Accounting Firm LLC is a leading accounting and finance institution located at 2950 West Cypress Creek Road in Fort Lauderdale, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, payroll processing, and financial consulting. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Visit us today to learn more about how we can assist you with all of your accounting and finance needs.
Financial firm Experts LLC
Financial Firm Experts LLC is a reputable institution located at 2901 West Cypress Creek Road in Fort Lauderdale, Florida. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and a focus on client satisfaction, Financial Firm Experts LLC is your trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
CPA Firm South Florida
CPA Firm South Florida is a reputable accounting and finance institution located at 1041 West Commercial Boulevard, Fort Lauderdale, Florida. Since opening our doors in 1992, our mission has been to provide honest and affordable tax and accounting advice to individuals and businesses across various industries. We are proud to be the leading CPA firm in South Florida, offering services that go beyond just numbers. Our team works closely with clients to provide long-term tax and business planning strategies, ensuring that all aspects of their financial needs are met.
fort lauderdale cpa firm
Fort Lauderdale CPA Firm is a leading accounting and finance institution located at 4801 South University Drive in Davie, Florida, United States. Our team of certified public accountants offers a wide range of services including tax preparation, financial planning, auditing, and consulting. With years of experience and a commitment to excellence, we strive to provide our clients with the highest level of professional service and expertise. Whether you are an individual or a business owner, Fort Lauderdale CPA Firm is dedicated to helping you achieve your financial goals and success. Contact us today to schedule a consultation.
Alpine Mar – Florida CPA Firm
Alpine Mar is a Florida CPA Firm located at 515 East Las Olas Boulevard in Fort Lauderdale, United States. Specializing in accounting and finance services, we offer expert tax planning, efficient tax preparation, fractional CFO services, outsourced accounting, and transaction advisory services. Our experienced team provides a personalized approach to meet your specific financial needs, whether you are a small business or a high net-worth individual. We are members of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants, ensuring the highest level of professionalism and expertise. Contact us today to discover how Alpine Mar can help you navigate the complexities of financial management and maximize your growth potential.
Service Planning Corporation
Service Planning Corporation (SPC) is a finance, health, and insurance agency located at 4901 Northwest 17th Way, Fort Lauderdale, Florida, United States. SPC is proud to partner with OneDigital, a leading strategic advisory firm, to offer enhanced HR consulting, compliance, technology, and benefits tools to support clients. With over 10 years of experience, SPC helps companies achieve their financial and branding goals. Founder and CEO Rick Magill has over 30 years of experience as a financial adviser and benefit consultant. SPC offers health and life insurance for individuals, Medicare recipients, and businesses. They also provide travel insurance, final expense insurance, gap insurance, and disability insurance. SPC's goal is to simplify the insurance process and provide cost-effective solutions for clients. With a team of certified, licensed insurance agents, SPC offers expert and unbiased advice to help clients make informed decisions. Whether you need short-term health plans, telemedicine, dental and vision plans, or life insurance, SPC can help you find the right coverage. Contact SPC today for all your insurance needs.
Service Planning Corporation - Rick Magill
Service Planning Corporation (SPC) is an insurance advisory consultancy located in Fort Lauderdale, Florida. With over 10 years of experience, SPC has been helping companies achieve their financial and branding goals. The institution is proud to announce its partnership with OneDigital, a leading strategic advisory firm, to offer enhanced HR consulting, compliance, technology, and benefits tools. Founder and CEO, Rick Magill, brings over 30 years of experience as a financial adviser and benefit consultant, constantly exploring new solutions to meet the challenges of the health and life insurance landscape. SPC offers a range of insurance services for individuals, Medicare recipients, and employers, including Medicare Advantage, life insurance, travel insurance, and more.
USI Florida
USI Florida is a reputable insurance agency located at 2400 East Commercial Boulevard in Fort Lauderdale, Florida. As a trusted provider of insurance services, USI Florida offers a wide range of coverage options to meet the needs of individuals and businesses alike. With a dedicated team of professionals, USI Florida is committed to providing exceptional customer service and tailored insurance solutions to ensure peace of mind and financial protection for their clients. Whether you are looking for personal insurance coverage or commercial insurance solutions, USI Florida is your go-to agency in the United States.
Coastal Wealth
Coastal Wealth is a leading financial solutions firm located at 1000 Corporate Drive in Fort Lauderdale, Florida. Our institution prides itself on being the most innovative, collaborative, and trusted in the nation. With a focus on integrity, transparency, and ethical conduct, we offer a wide range of financial services tailored to meet your evolving needs. Our dedicated team of experts at Coastal Wealth provides comprehensive financial planning, investment strategies, and strategic tax planning to help you achieve your unique financial goals. We go beyond traditional services to offer attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business.
Krause Capital, Inc.
Krause Capital, Inc. is a reputable financial planning and investment management firm located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida. Our dedicated team of professionals is committed to providing personalized guidance and education to help clients take control of their financial future and navigate potential challenges. We offer custom investment management strategies tailored to each client's individual needs, taking into account factors such as risk tolerance, asset allocation, and insurance policies. In addition to our financial services, Krause Capital, Inc. partners with organizations in the South Florida community to offer workplace financial planning and wellness programs. We also provide guidance to senior management on fiduciary responsibilities related to retirement plans. Our firm is dedicated to giving back to the local community by offering these services on a pro bono basis.
Fehr Associates
Fehr Associates is a renowned health institution located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. With a team of highly qualified professionals, Fehr Associates offers a wide range of medical services and treatments to cater to the diverse needs of its patients. Whether you are seeking preventive care, treatment for a specific condition, or simply looking to improve your overall health and well-being, Fehr Associates is dedicated to providing personalized and compassionate care to help you achieve your health goals. Visit us today and experience the exceptional care and expertise that sets Fehr Associates apart as a leader in the healthcare industry.
Simpson & Associates, LLC
Simpson & Associates, LLC is a finance institution located on Southeast 3rd Avenue in Fort Lauderdale, Florida, United States. They specialize in providing comprehensive support services for law firms, offering a one-stop shop for all their legal needs. Led by Founder and CEO Casita Simpson, the team at Simpson & Associates is dedicated to helping small and medium-sized law firms create efficient and fully operational businesses. They offer services such as CRM consulting, online and mobile notary services, and membership packages for enhanced legal efficiency. With a focus on innovation and personalized care, Simpson & Associates aims to exceed client expectations and deliver successful outcomes. Their team of legal professionals covers a wide range of areas of law, ensuring that clients receive tailored and expert assistance. Whether you need assistance with document authentication, estate planning, or real estate transactions, Simpson & Associates is committed to providing seamless solutions for all your legal requirements. With a strong track record of delivering results and a forward-thinking mindset, Simpson & Associates is a trusted partner for law firms looking to streamline their operations and achieve their goals.
Nowack & Olson, PLLC
Nowack & Olson, PLLC is a law firm located at 8180 Northwest 36th Street in Miami, Florida. Specializing in helping individuals overcome debt problems, their experienced lawyers are dedicated to guiding clients through the process based on their unique needs. Whether facing wage garnishment, collections agencies, or fears about the future, the firm offers solutions such as Chapter 7 bankruptcy to help individuals make a fresh start financially. With over 40 years of combined experience, the lawyers at Nowack & Olson, PLLC have built a strong reputation for honesty, integrity, and excellent results in the communities they serve. They take the time to understand each client's financial situation and work towards finding the right solution, whether it be bankruptcy, debt consolidation, or an alternative. With offices in Fort Lauderdale, Miami, Boca Raton, and Jupiter, the firm is dedicated to helping individuals in Florida find relief from overwhelming debt and achieve financial freedom. Contact Nowack & Olson, PLLC for a free initial consultation and take the first step towards a debt-free future.
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