TOP 30 Best Financial partners in Fort Lauderdale, Florida

Capital Partners Law is an innovative insurance agency and law firm located at 500 East Broward Boulevard in Fort Lauderdale, Florida, United States. Our services are tailored to fit your unique needs, providing personalized solutions for all your legal and insurance needs. At Capital Partners Law, we pride ourselves on being a 100% paperless firm, with all of our data encrypted and stored on secure cloud servers. By utilizing the latest technology, we are able to save our clients money and provide efficient and effective legal services.

Welcome to Coastal Wealth - Fort Myers, your trusted partner in navigating the financial landscape with integrity and innovation. Located at 9530 Marketplace Road, Fort Myers, Florida, we pride ourselves on being the most innovative, collaborative, and trusted financial solutions firm in the nation. Our commitment to excellence is anchored in unwavering integrity and ethical conduct, ensuring that our clients receive transparent and responsible financial guidance. At Coastal Wealth, we embrace diversity and foster an inclusive environment to deliver unparalleled financial expertise. Our dedicated team collaborates to offer comprehensive financial services that exceed individual capabilities. We tailor dynamic solutions to meet your evolving needs, whether through strategic tax planning, personalized financial plans, or meticulously crafted investment strategies.

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.

Welcome to Florida Public Adjusting - Fort Myers - Cape Coral Office, your trusted partner in navigating the complex world of insurance claims. Located at 5008 Baron Street, Lehigh Acres, Florida, we specialize in helping property owners recover from hurricane and storm damage without settling for less than they deserve. Our licensed and bonded public adjusters are equipped to handle all insurance claims processes across Florida, including Fort Myers, Cape Coral, and beyond. We offer free on-site inspections and comprehensive insurance policy evaluations to ensure you receive the maximum compensation from your insurance claim. Our team is fluent in both English and Spanish, ready to assist a diverse range of clients with expert guidance and superior customer service from start to finish.

Starting Point Financial, located in Fort Lauderdale, Florida, is your go-to institution for all your financial needs. Our team of experts is dedicated to building a custom financial blueprint tailored to your goals for a better tomorrow. With over 10 years of experience, we have helped thousands of clients gain control of their financial future. As an A Rated Accredited Business with the BBB, our services cover a wide range of financial needs, including tax assistance for both personal and business needs, bookkeeping, payroll, and more. Our team of professionals has a wealth of experience in managing finances for top hedge funds, raising seed capital for startups, and providing expert financial advice.

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.

Sands Financial Services is a reputable finance institution located at 6750 North Andrews Avenue in Fort Lauderdale, Florida, United States. With a team of experienced professionals, Sands Financial Services offers a wide range of financial services including wealth management, investment planning, retirement planning, and more. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to secure their financial future. Visit Sands Financial Services today to see how they can help you achieve your financial goals.

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.

Atlantix Partners is a leading institution located at 800 Corporate Drive in Fort Lauderdale, Florida, United States. Specializing in financial analysis, our team of experienced professionals utilizes the best tools for precision analysis and modeling to help you understand your company's financial health and make informed decisions for improvement. In addition to financial analysis, our interim executives provide strategic guidance and support during critical times, with a focus on proven leadership skills and successful track records. We are dedicated to helping clients overcome the Data Paradox by organizing and synthesizing data for clear financial and operational insights.

1st Choice Financial Enterprise is an accounting and finance institution located at 3601 West Commercial Boulevard in Fort Lauderdale, Florida. With years of insurance experience, we specialize in helping clients prepare for the unknown with services such as Living Benefits, Critical Illness coverage, Mortgage Protection, and Term Insurance with Return of Premium. Our policies also build Cash Value, providing added security for our clients. At 1st Choice Financial Enterprise, we believe in honesty and transparency. We understand that life's uncertainties such as stroke, heart attack, cancer, and accidents are unpredictable, which is why we are dedicated to preparing our clients for any eventuality. As your trusted financial partner, we strive to simplify the process and provide you with peace of mind.

KA Partner, LLC, located on East Sunrise Boulevard in Fort Lauderdale, Florida, is a finance institution dedicated to helping individuals make the most of their money. By providing intelligent money allocations, tax strategies, retirement planning, and budget strategies, we ensure that your hard-earned money is used effectively. Our holistic consulting approach takes into account your unique interests and goals, ensuring that your financial plan aligns with your life. At KA Partner, LLC, transparency, honesty, and trust are our top priorities. With no hidden fees or commissions, you can trust that your best interests are always put first. Whether you need help getting started with your finances or want to discuss a specific financial issue, our team is here to provide guidance and recommendations. Contact us at info@kapartner.org or call 786.346.5546 to start working towards a secure financial future.

Invoke Tax Partners is a prominent accounting and finance institution located at 5353 North Federal Highway in Fort Lauderdale, Florida, United States. With a team of skilled professionals, they specialize in providing expert tax services to individuals and businesses. Whether you need assistance with tax planning, preparation, or audit representation, Invoke Tax Partners is dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Trust in their expertise and personalized approach to ensure your financial well-being.

Coastal Partners - UBS Financial Services Inc. is a leading finance institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a strong focus on providing high-quality financial services, Coastal Partners - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to clients, ensuring that their financial needs are met with the utmost care and expertise. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Coastal Partners - UBS Financial Services Inc. is committed to helping you succeed.

Located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, Merrill Lynch Financial Advisor Anthony O. DeCerbo offers a comprehensive wealth management platform to a diverse range of clients, including corporate executives, financial professionals, and founders of privately held companies. With a focus on understanding each client's financial objectives, Anthony works closely with clients to manage concentrated positions and develop strategies to achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER™ and a graduate of Florida State University, Anthony brings a wealth of experience to his role, drawing on his background in finance and internships at prestigious institutions such as the New York Stock Exchange. Partnering strategically with the Private Executive Services team within Merrill Private Wealth Management Group in New York City, Anthony aims to help clients implement a wealth management strategy aligned with prudent investment management practices. Through personalized financial planning and ongoing adjustments, Anthony is dedicated to helping clients navigate their financial journey with confidence and clarity. With access to the global resources of Merrill, Anthony's team is committed to building strong client relationships based on trust and tailored service. Whether you are planning for retirement, saving for a major purchase, or managing a business, Anthony DeCerbo can help you create a financial approach that aligns with your unique goals and priorities. Contact Merrill Lynch Financial Advisor Anthony O. DeCerbo to start your personalized wealth management journey today.

Blake Giusti - Financial Advisor, Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard, Fort Lauderdale, Florida, United States, is a finance institution that partners with employers to offer financial education benefits to empower their workforce. They provide investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients receive regular progress reviews and updates to their financial approach as life changes. With secure online access, clients can track their investments and goals from any device. Schedule a complimentary initial consultation to learn more about how Blake Giusti can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Invest with confidence knowing that Ameriprise Financial cannot guarantee future financial results. Refer friends and family to Blake Giusti for assistance in achieving their financial goals.

Charles Verner - UBS Financial Services Inc. is a reputable finance institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. With a strong focus on providing top-notch financial services to its clients, the institution offers a wide range of investment and wealth management solutions. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced team at Charles Verner - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in navigating the complexities of the financial world.

Located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, Merrill Lynch Financial Advisor Anne B. Dolph is a respected finance institution with a focus on comprehensive wealth planning, retirement planning, estate planning services, and investment management. With over three decades of experience, Anne Dolph is known for her tailored financial strategies that cater to the unique needs of individuals, families, and businesses. She is dedicated to providing strategic wealth inheritance planning for families, aiming to preserve and grow family wealth over time while minimizing tax implications. Anne stays informed on industry trends, tax law changes, and market shifts to provide timely and insightful advice to her clients. Outside of work, Anne is actively involved in her community and is committed to financial education for younger generations. Whether you are an individual, a family, a business, or a finance professional, Anne is eager to connect, collaborate, and help you achieve your financial goals. Partnering with the global resources of Merrill, Anne's team is dedicated to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Anne B. Dolph to start building a personalized financial plan centered on your goals and priorities.

Janet Fernandez - State Farm Insurance Agent is a well-established insurance agency located at 1525 North Park Drive, Weston, Florida, United States. With over 31 years of experience, Janet Fernandez has been helping individuals and families manage their risk and secure their financial future. She has received numerous awards from State Farm for her exceptional service, including being recognized as a Crystal Honor Agent and a Chairman's Circle Agent. At the Janet Fernandez Agency, the team prides themselves on providing exceptional customer service and making insurance easy to understand. They offer a wide range of insurance products including car insurance, home insurance, business insurance, life and health insurance, and more. The agency serves the entire state of Florida with a focus on relocations to South Florida, as well as the local communities of Ft. Lauderdale, Cooper City, Davie, Weston, Pembroke Pines, Plantation, Sunrise, Tamarac, and Coral Springs.

Emperior Corporation, formerly known as Excelcium Financial Inc., is a finance, general contractor, and insurance agency located in Fort Lauderdale, Florida. Our journey began in a Florida garage in 2005, and since then, we have grown to become a major player in custom homebuilding, regular homes, and land development throughout the state. At Emperior Corporation, we are dedicated to being our clients' trusted partner for all their real estate, tax, insurance, and business consulting needs. With a focus on excellence and tailored solutions, we help our clients achieve their business goals successfully.

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.

Maxims Solutions Credit Repair, led by Jeannette De Leon, is a renowned finance institution located in Fort Lauderdale, Florida. Specializing in credit repair services, they are dedicated to helping individuals improve their credit scores and financial health. With a commitment to providing personalized solutions and expert guidance, Maxims Solutions Credit Repair is a trusted partner for those looking to achieve their financial goals. Visit them at 5440 N Florida 7, Fort Lauderdale, Florida to learn more about their services and how they can help you.

Alex Doce - The Doce Group is a leading finance institution located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. With a reputation for excellence in financial services, Alex Doce and his team provide expert guidance and support to clients seeking to achieve their financial goals. Offering a wide range of services including investment management, financial planning, and retirement strategies, The Doce Group is dedicated to helping individuals and businesses make informed decisions and secure their financial future. With a commitment to personalized service and a track record of success, Alex Doce - The Doce Group is a trusted partner in finance.

Independence Title, Inc. is a finance and insurance agency located at 4700 Prospect Road in Fort Lauderdale, Florida, United States. Our experienced team is dedicated to providing top-notch services in the areas of title insurance, escrow services, and real estate closing. With a commitment to professionalism and customer satisfaction, Independence Title, Inc. is your trusted partner for all your financial and insurance needs.

GreatFlorida Insurance - Steven Brooks is an insurance agency located at 805 East Broward Boulevard in Fort Lauderdale, Florida. Whether you need homeowners insurance to protect your property, auto insurance to cover your vehicle, boat insurance for smooth sailing, motorcycle insurance for your rides, or commercial insurance for your business vehicles, they have you covered. They also offer renter's insurance to protect your personal belongings, umbrella insurance for additional financial protection, and flood insurance to safeguard your home from natural disasters. With 139 locations across Florida, GreatFlorida Insurance provides 24/7 service through their partnered insurance companies. Trust their independent agents to find affordable insurance solutions for you and your family.

Welcome to Ignite Recovery Center, a premier drug and alcohol treatment facility located in the heart of South Florida at 4850 W Oakland Park Blvd, Suite 257, Lauderdale Lakes, FL 33313. Our mission is to earn and maintain the trust of our community by upholding the highest standards of quality and professionalism in addiction treatment and care. At Ignite Recovery Center, we understand the challenges of starting a new, better life free from addiction. Our modern facility is thoughtfully designed to provide care in a safe, yet inviting environment. With spacious meeting areas, comfortable seating, and state-of-the-art equipment, we offer a supportive setting for recovery.

Title Now LLC is a finance, insurance agency, and lawyer institution located at 440 Northeast 4th Avenue in Fort Lauderdale, Florida, United States. We specialize in providing a wide range of services related to titles, insurance, and legal matters. Our team of experts is dedicated to helping our clients navigate complex financial and legal processes with ease and efficiency. With a commitment to excellence and customer satisfaction, Title Now LLC is your trusted partner for all your financial, insurance, and legal needs.

Van Horn Law Group, P.A. is a finance and lawyer institution located at 500 Northeast 4th Street in Fort Lauderdale, Florida, United States. Our dedicated team of bankruptcy attorneys in Fort Lauderdale, Miami-Dade, and Palm Beach are ready to help you navigate through your legal and financial challenges. We offer practical strategies to reduce stress and help you get back on your feet quickly, regardless of the situation you are facing. Our firm takes a unique approach to working with clients and assisting them in achieving their financial goals. We are committed to guiding our clients through debt relief, bankruptcy, and foreclosure processes, no matter how complex their case may be. Our team of attorneys thrives on succeeding where others may fail, and we are dedicated to serving the communities in which we live and work.

Sawyer & Latimer PA is a financial institution located at 1400 East Oakland Park Boulevard in Fort Lauderdale, Florida. Specializing in accounting and finance, we offer CFO-level support to help business owners navigate their finances and achieve growth. Our team stays informed on current tax laws to minimize your tax payments year-round. From bookkeeping to long-term planning, we provide comprehensive services to help you make smart business decisions and reach your full potential. Testimonials from satisfied clients highlight our professional, responsive, and affordable service. Let us be your financial partner and help you secure your business's financial future. Contact us today to start planning for profits and growth.

Welcome to NOTA-MOBILE® Same Day Mobile Notary Service, your trusted partner for all your notary needs in Florida. Located at 4900 N Wickham Rd, Melbourne, FL, we specialize in providing fast, reliable, and professional mobile notary services. Our motto is simple: "WE DRIVE TO YOU!"

Welcome to Boca Recovery Center – Alcohol & Drug Rehab Boca Raton, your trusted partner on the journey to recovery. Conveniently located at 21301 Powerline Rd #311, Boca Raton, FL 33433, our facility offers a comprehensive range of treatment programs designed to meet the unique needs of each individual seeking a path to sobriety. At Boca Recovery Center, we believe that recovery is a personal journey, and we are committed to providing a supportive, safe, and nurturing environment. Our medical detox program is the first critical step, offering a supervised setting where clients can safely withdraw from substances under the care of our expert clinicians. We prioritize your health and comfort, using a combination of medications and therapy to ease withdrawal symptoms.