TOP 10 Independent advisors in Florida

Margaux Fiori - Raymond James is a finance institution located at 205 Southeast 20th Street in Fort Lauderdale, Florida, United States. With a focus on providing top-notch financial services, Margaux Fiori - Raymond James offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at this institution is dedicated to providing expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, saving for a major purchase, or seeking to build a diversified investment portfolio, Margaux Fiori - Raymond James is committed to helping you make informed decisions and secure your financial future.

Horowitz & Company is a reputable finance institution located at 901 Federal Highway in Fort Lauderdale, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Their personalized approach to each client ensures that they receive tailored solutions to meet their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Horowitz & Company is dedicated to helping you achieve financial success.

AGS Wealth Management Group of Raymond James is a leading finance institution located at 1010 South Federal Highway in Hallandale Beach, Florida, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, AGS Wealth Management Group offers personalized solutions tailored to your unique needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.

Saka and Associates - Northwestern Mutual is a finance and insurance agency located at 19950 West Country Club Drive in Aventura, Florida. As a trusted partner of Northwestern Mutual, they provide expert financial planning and insurance services to individuals and businesses in the area. With a focus on building long-term relationships and personalized solutions, Saka and Associates is committed to helping clients achieve their financial goals and secure their future. Visit their office in Aventura to learn more about their services and how they can help you plan for a more secure financial future.

Morgan Stanley Smith Barney is a finance institution located at 3800 South Ocean Drive in Hollywood, Florida, United States. Whether you are seeking advice or prefer to invest independently, we offer a variety of solutions to meet your financial needs. Our services range from investing on your own to comprehensive financial planning, with access to easy-to-use tools and resources. You can work with our Financial Advisors over the phone to plan for key life stages and events, or collaborate with a dedicated advisor for ongoing planning and management. Please note that certain accounts may have minimum asset levels and eligibility requirements. E*TRADE from Morgan Stanley offers $0 commission for online US-listed stock, ETF, and options trades, with additional fees for certain transactions. Our Annual Advisory Fee is 0.30% or as low as $1.50 for $500 in assets. Please visit our website for more information on account fees and disclosures. It is important to note that not all products and services are available in all countries or jurisdictions. Securities products and services are offered by E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC, both separate but affiliated companies. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC, a registered Broker/Dealer and Member SIPC. Please be aware that investment products offered through our institution are not FDIC insured and may lose value. For more information, please visit our website or contact us directly.

Kawa Capital Management is a reputable finance institution located at 1010 South Federal Highway in Hallandale Beach, Florida, United States. With a focus on providing top-notch financial services, Kawa Capital Management offers expert investment management and financial planning solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Kawa Capital Management is committed to providing personalized and strategic financial advice tailored to your unique needs.

BCP Securities is a finance institution located at 1221 Brickell Key Drive in Miami, Florida, United States. Specializing in securities and investment services, BCP Securities offers a wide range of financial products and solutions to help clients achieve their investment goals. With a team of experienced professionals and a commitment to excellence, BCP Securities is dedicated to providing top-notch financial services to its clients.

Mesirow Financial is a leading finance institution located at 2 Biscayne Boulevard in Miami, Florida, United States. With a strong reputation for excellence and expertise in financial services, Mesirow Financial offers a wide range of solutions for individuals, businesses, and institutions. From investment management to wealth planning and corporate advisory services, Mesirow Financial is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Mesirow Financial is a trusted partner for all of your financial needs.

The United Way Center for Financial Stability, located at 11500 Northwest 12th Avenue in Miami, Florida, is dedicated to helping working individuals and families achieve financial independence. With three convenient sites in Miami-Dade, we offer a range of financial services including coaching, education, and tax preparation to help residents overcome their financial challenges. Our goal is to empower you to shape your financial future and build a financially resilient community. United Way Miami is recognized for our efficient and effective operations, receiving high ratings from charity watchdog organizations. Join us in making a positive impact in your community and take control of your financial well-being with the United Way Center for Financial Stability.

The RBC Wealth Management Branch in Fort Lauderdale is a prestigious finance institution located at 500 East Broward Boulevard in the heart of Fort Lauderdale, Florida. With a reputation for excellence in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, our branch offers a wide range of personalized solutions to meet your needs. Visit us today to experience the exceptional service and expertise that sets us apart in the world of finance.

Florida Atlantic Securities Corp. is a reputable finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. With a strong presence in the financial industry, this institution offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are an individual investor or a business owner, Florida Atlantic Securities Corp. provides personalized solutions to meet your unique needs. Trust in their expertise and guidance to navigate the complexities of the financial market and make informed decisions.

Peraza Global Wealth Strategies is a leading finance institution located at 216 Catalonia Avenue in Coral Gables, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized strategies tailored to their individual needs. With a focus on global markets and investment opportunities, we provide comprehensive financial planning services to help our clients build and protect their wealth for the future. Trust Peraza Global Wealth Strategies to guide you towards financial success and security.

Universal Wealth Managers LLC is a finance institution located at 2351 Douglas Road, Coral Gables, Florida, United States. Specializing in implementing the financial strategies of the wealthy through the Infinite Banking Concept, Universal Wealth Managers LLC offers unbiased insurance brokerage and financial advisory services. Founded in 2005 by a couple with extensive experience in the financial services industry, the institution believes in the power of controlling the banking function to achieve financial independence and peace of mind. With a proven track record of success, Universal Wealth Managers LLC helps clients save for retirement, purchase assets, and plan for the future using a 160-year-old strategy. Contact Universal Wealth Managers LLC today at 844-443-8422 to learn more about how you can achieve financial security and prosperity.

WealthEngage is a premier financial institution located at 5701 Sunset Drive in South Miami, Florida, United States. We specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of services, including investment management, retirement planning, estate planning, and more. At WealthEngage, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to learn more about how we can help you secure your financial future.

Stewards of Capital & Company is a leading finance institution located at 7301 Southwest 57th Court in South Miami, Florida, United States. Our team of experienced professionals are dedicated to helping individuals and businesses make informed financial decisions to grow and protect their wealth. From investment management to financial planning, we provide a range of services tailored to meet our clients' specific needs. Trust Stewards of Capital & Company to be your partner in financial success.

SWAN Tax Advisory is a finance institution located at 107 West Gregory Street in Pensacola, Florida, United States. We are dedicated to helping individuals and families implement tax-efficient strategies for life. Our downloadable guide provides information on the latest tax law changes to help you avoid surprises and ensure you are not paying too much in taxes during retirement. We host seminars in the community to educate others on the importance of preparing for their financial future. Our goal is to help our clients achieve tax-efficient financial strategies, allowing them to live more confidently knowing their finances are in order. As an independent financial services firm, we offer retirement strategies using a variety of investment and insurance products tailored to each individual's needs and objectives. SWAN Tax Advisory is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law.

H&R Block is a renowned accounting and finance institution located at 6875A North 9th Avenue in Pensacola, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert financial advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.

Steven Sacoolas: Primerica - Financial Services is a reputable finance and insurance agency located at 905 East Martin Luther King Junior Drive in Tarpon Springs, Florida, United States. With a strong focus on providing top-notch financial services, Steven Sacoolas and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Primerica is committed to providing personalized solutions tailored to your individual needs. Trust in Steven Sacoolas and Primerica for expert financial advice and exceptional customer service.

Insurance Connection is a reputable insurance agency located at 312 South Old Dixie Highway in Jupiter, Florida. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping you find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, Insurance Connection has you covered. Contact us today for a free quote and let us help protect what matters most to you.

Nexus Insurance Group is a leading independent insurance agency located at 100 South Military Trail in Deerfield Beach, Florida. We serve clients in Florida and seventeen other states, offering access to affordable rates from top insurance companies. Our knowledgeable professionals can help you find the insurance products that best suit your needs. We are Florida's fastest growing independent insurance broker, specializing in all types of insurance policies. With over 10 locations, we are dedicated to providing our clients with the lowest rates and exceptional service. Whether you need auto insurance, life insurance, or commercial vehicle insurance, we have you covered.

H&R Block is a renowned accounting and finance institution located at 5446 Bruce B Downs Boulevard in Wesley Chapel, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert advice and top-notch service. Trust H&R Block to help you navigate the complex world of accounting and finance with ease and confidence.

H&R Block is a trusted accounting and finance institution located at 1967 West Lumsden Road in Brandon, Florida, United States. With a team of experienced professionals, H&R Block provides a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of taxes and financial management with ease and efficiency. Visit us today to experience personalized service and expert advice that will help you achieve your financial goals.

Jackson Hewitt Tax Service is a finance institution located at 6745 North Church Avenue in Mulberry, Florida, United States. Our tax advance loans may have ended for this year, but our Tax Pros are still here to help you maximize your refund! Conveniently located inside Walmart, you can drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and easy e-signing. While you shop, our experts will work on getting you the biggest refund guaranteed. Although Refund Advance loans are no longer available this year, we offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. Book an appointment online or call (863) 816-1099 to secure time with a Tax Pro. Trust the English-speaking Tax Pros at this Mulberry location to ensure that every dollar matters when it comes to your taxes.

Auburndale Bookkeeping & Tax Service is a professional accounting and finance institution located at 417 Havendale Boulevard in Auburndale, Florida, United States. With years of experience in the industry, our team of experts provides comprehensive bookkeeping and tax services to individuals and businesses alike. Whether you need assistance with managing your finances or preparing your taxes, we are here to help. Trust Auburndale Bookkeeping & Tax Service for all your accounting needs.

Innovative Tax Solutions of Central Florida Inc is a reputable accounting and finance institution located at 1678 East Silver Star Road in Ocoee, Florida, United States. With a team of experienced professionals, they offer innovative solutions for all your tax and financial needs. Whether you are an individual or a business owner, their expert services will help you navigate the complex world of taxes and finances with ease. Trust Innovative Tax Solutions of Central Florida Inc to provide you with top-notch expertise and personalized attention to help you achieve your financial goals.

Premier Accounting & Tax is a leading institution located at 7021 Grand National Drive in Orlando, Florida, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Premier Accounting & Tax is here to assist you every step of the way. Trust us to handle all of your financial needs with precision and expertise. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 2845 South Orange Avenue in Orlando, Florida, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert guidance and support to individuals and businesses alike. Whether you need assistance with filing your taxes or managing your finances, H&R Block's team of professionals is dedicated to helping you achieve your financial goals. Visit their office in Orlando today for personalized and reliable accounting services.

Viet Tax Center is a leading accounting and finance institution located at 637 North Mills Avenue in Orlando, Florida. Our team of experienced professionals is dedicated to providing expert tax preparation and financial services to individuals and businesses in the United States. With a focus on accuracy and efficiency, Viet Tax Center strives to help clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax planning, bookkeeping, or financial consulting, our institution is here to help you achieve your financial goals. Contact us today to schedule a consultation and experience the difference that Viet Tax Center can make for your financial future.

H&R Block is a trusted accounting and finance institution located at 857 Cypress Parkway in Poinciana, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a small business owner, H&R Block is dedicated to helping you navigate the complex world of finances with ease and confidence. Visit us today to see how we can assist you in achieving your financial goals.

Randolph Swain Tallent is a renowned institution specializing in accounting and finance located at 2600 Lake Lucien Drive in Maitland, Florida, United States. With a strong reputation for excellence in the field, the institution offers top-notch education and training in accounting and finance, preparing students for successful careers in the financial industry. The dedicated faculty and staff at Randolph Swain Tallent are committed to providing students with the knowledge and skills needed to excel in the competitive world of finance. Whether you are looking to start a career in accounting or advance your skills in finance, Randolph Swain Tallent is the perfect place to achieve your goals.