- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Insurance advisor near me in Fort Lauderdale, FL
63 results found
Search for local businesses, places and services near you
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.
Primerica Financial Services
Primerica Financial Services is a finance and insurance agency located at 2699 Stirling Road in Fort Lauderdale, Florida, United States. They offer a range of financial services including insurance, investments, and retirement planning. With a focus on helping clients achieve their financial goals, Primerica provides personalized advice and solutions to meet individual needs. Their team of experienced professionals is dedicated to providing top-notch customer service and helping clients secure their financial future.
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.
Salas Law Firm P.A.
Salas Law Firm P.A. is a renowned institution located at 2601 East Oakland Park Boulevard, Fort Lauderdale, Florida, United States. As a team of seasoned litigators, we have a proven track record of success in Florida's state and federal courts. Our expertise lies in crafting effective litigation strategies and providing dedicated advocacy for our clients. Whether in the courtroom or through negotiation, we ensure optimal results for our clients. We offer expert legal services in various key areas such as insurance claims, employment legal issues, business practices challenges, and real estate matters. Our approach is direct and effective, providing personalized and clear legal guidance to each client. Our team is committed to exceeding expectations and delivering strong legal solutions in every case we handle.
Dan S. Arnold III, P.A.
Dan S. Arnold III, P.A. is a reputable law firm located at 888 South Andrews Avenue in Fort Lauderdale, Florida. Specializing in Business Law, Insurance, and Personal Injury cases, the firm has been serving clients in the Fort Lauderdale area since 1993. Founded by Dan S. Arnold III, who holds the highest rating for legal ability and ethical standards by Martindale-Hubbell, the firm prides itself on providing personalized and dedicated legal representation. Mr. Arnold, a Fort Lauderdale native with deep community ties, brings his extensive experience in state and federal courts to every case. Clients can expect hands-on attention from Mr. Arnold himself, as he handles all aspects of their legal matters, from research to court appearances. Serving clients in Fort Lauderdale, Dania, Hollywood, Hallandale, Pompano Beach, Miami, Broward County, and Miami-dade County, Dan S. Arnold III, P.A. is committed to providing top-notch legal services. Please note that the information on this website is for general information purposes only and should not be taken as legal advice. Contact us for a timely response to your inquiry. Thank you.
JLS Financial Group LLC
JLS Financial Group LLC is a finance institution located at 1300 Concord Terrace in Fort Lauderdale, Florida, United States. They specialize in providing financial services to help clients accumulate wealth, minimize taxes, and strategize for retirement. Their team at New York Life is dedicated to serving professional advisors and assisting clients in making life insurance a priority to ensure financial security and leave a legacy of love. JLS Financial Group offers a wide array of services for successful business owners, entrepreneurs, physicians, and individuals in the healthcare industry. They work with clients to develop highly-customized financial strategies to help them achieve their goals and protect their wealth. Their experienced team provides innovative solutions to help individuals and families grow, protect, and conserve their wealth at every stage of life.
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.
DTY Wealth Planning Solutions
DTY Wealth Planning Solutions is a finance and insurance agency located at 3343 West Commercial Boulevard in Fort Lauderdale, Florida. Our experienced team of financial experts is dedicated to helping individuals and businesses achieve their financial goals through comprehensive wealth planning solutions. Whether you are looking to invest for the future, protect your assets, or plan for retirement, we are here to provide personalized guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial 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.
MGBR Financial Services
MGBR Financial Services is a reputable finance institution located at 300 Southwest 1st Avenue in Fort Lauderdale, Florida, United States. We offer a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance, or lending, MGBR Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Chris Price Financial Planner
Chris Price Financial Planner is a finance and insurance agency located at 1000 Corporate Drive in Fort Lauderdale, Florida, United States. At our institution, we offer a wide range of services to assist our clients with Protection, Retirement Services, Investment Products, Estate Planning, Succession, Qualified & Non-Qualified Plans, and Group Benefits. Our team of hands-on financial professionals is dedicated to simplifying the process for our clients. We provide multi-generational planning and portfolio analysis to business owners and high-net-worth individuals, helping them define their legacy and plan for the future they deserve. We offer two different models to address your needs, whether you are looking for a fee-based financial planner or a financial professional to help develop strategies for a portion of your assets.
McKinnon Wright Wealth Management
McKinnon Wright Wealth Management is a finance institution located at 500 West Cypress Creek Road, Suite 680, in Fort Lauderdale, Florida, United States. They provide investment products and services through Wells Fargo Advisors Financial Network, LLC, and offer insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Their services are available to residents of several states in the U.S., and they caution that securities-related services may not be provided to individuals residing in states not listed. Please consult with the financial advisor for more information. Additionally, they note that opinions, comments, and actions taken on social media are those of third parties and may not reflect the views of the institution. For more information, visit their website.
Priebe Investment Plans
Priebe Investment Plans, located at 2933 West Cypress Creek Road in Fort Lauderdale, Florida, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether it's saving for college, purchasing a new home, or planning for retirement, Priebe Investment Plans has the experience and expertise to guide clients through the ups and downs of the market. With a diverse client base of individuals of all ages and wealth levels, Walter Priebe, a dedicated professional at the institution, believes in building lasting relationships with his clients. Some clients have been with him for over four generations, highlighting the trust and loyalty that Priebe Investment Plans inspires.
Northwestern Mutual
Northwestern Mutual is a leading finance and insurance agency located at 1000 Corporate Drive in Fort Lauderdale, Florida, United States. With a strong reputation for providing reliable financial services and insurance products, Northwestern Mutual is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment management, or insurance coverage, Northwestern Mutual is committed to providing top-notch service and support.
Outright Financial Strategies
Outright Financial Strategies is a reputable finance and insurance agency located at 5310 Northwest 33rd Avenue in Fort Lauderdale, Florida. With a team of experienced professionals, they offer tailored financial solutions to help individuals and businesses achieve their goals. Whether you need assistance with investment planning, retirement savings, insurance coverage, or wealth management, Outright Financial Strategies is dedicated to providing top-notch services and personalized advice. Trustworthy and reliable, this institution is committed to helping clients secure their financial future.
Ocean Wealth
Ocean Wealth is a finance institution located at 4524 North Federal Highway, Fort Lauderdale, Florida, United States. As a business professional, you have your own career and personal goals, and the financial decisions you make can have a long-lasting impact. That's why you need a financial advisor by your side to help you navigate through the complex world of finance. Our team is committed to taking care of you today, tomorrow, and into the next generation. We offer a range of services to evaluate your needs, assess the current economic landscape, and provide financial guidance that can address your protection, retirement, and investment needs. Together, we will build a comprehensive financial strategy designed to help you achieve your goals and dreams.
Safety Financial
Safety Financial is a reputable finance and insurance agency located at 1995 East Oakland Park Boulevard in Fort Lauderdale, Florida. With a commitment to providing top-notch financial services and insurance solutions, Safety Financial is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, our experienced team of professionals is here to assist you every step of the way. Trust Safety Financial to safeguard your financial well-being and provide you with peace of mind.
Hamilton Financial
Hamilton Financial is a leading institution located at 6750 North Andrews Avenue in Fort Lauderdale, Florida. Specializing in accounting, finance, and insurance services, we offer individualized solutions to help ease your financial worries. With a team of experienced experts, we have the skills and knowledge to handle any financial situation. As a TurboTax Verified Pro, we guarantee the accuracy and reliability of every tax return we prepare. Trust Hamilton Financial to provide you with peace of mind and financial security.
Xendoo Online Bookkeeping, Accounting & Tax
Xendoo Online Bookkeeping, Accounting & Tax is a leading institution located at 6700 North Andrews Avenue in Fort Lauderdale, Florida, United States. We specialize in accounting and finance services to help businesses save on taxes, stay organized, and make informed financial decisions. Our dedicated team of experts includes real bookkeepers and CPAs who are committed to your success. With Xendoo, you can focus on what you love while we handle the hassles of bookkeeping and tax preparation. Our reliable technology and dedicated professionals ensure that your financials are up-to-date and accurate. We offer online bookkeeping services with a free consultation to get you started in minutes.
Associated Benefit Consultants
Associated Benefit Consultants is a reputable institution located at 2699 Stirling Road in Fort Lauderdale, Florida. Specializing in accounting, finance, and insurance services, this agency offers expert advice and solutions to help individuals and businesses with their financial needs. With a team of experienced professionals, Associated Benefit Consultants is dedicated to providing top-notch services and personalized assistance to ensure clients receive the best possible outcomes. Whether you need help with taxes, investments, or insurance policies, this institution is here to help you navigate the complexities of the financial world.
LDA Wealth Management, Inc
LDA Wealth Management, Inc is a leading finance and insurance agency located at 300 South Pine Island Road in Fort Lauderdale, Florida, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies and comprehensive insurance solutions. Whether you are planning for retirement, investing for the future, or protecting your assets, we are here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 550 West Cypress Creek Road in Fort Lauderdale, Florida, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. With three different ways to connect with us, Merrill understands that every financial journey is unique. Receive the latest insights on inflation, interest rates, volatility, and investments from the Chief Investment Office. Take a quick quiz to get actionable next steps for your long-term goals. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making financial decisions. Merrill offers brokerage, investment advisory, and other services, with important differences between them. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks. You can return to Merrill or close the window after you leave.
RSB Life
RSB Life is a leading finance and insurance agency located in Fort Lauderdale, Florida. Our experienced team of professionals is dedicated to providing personalized services and tailored solutions to meet the individual needs of our clients. Whether you are looking for life insurance, retirement planning, or investment advice, RSB Life is here to help you navigate the complexities of the financial world. Visit us at 5310 Northwest 33rd Avenue to learn more about how we can assist you in securing your financial future.
Wisdom Financial Services
Wisdom Financial Services is a trusted finance and insurance agency located at 2546 North Federal Highway in Fort Lauderdale, Florida. With a commitment to providing top-notch financial services to individuals and businesses, Wisdom Financial Services offers a wide range of financial products and services to meet the diverse needs of its clients. Whether you are looking for insurance coverage, investment advice, or assistance with taxes, the experienced professionals at Wisdom Financial Services are here to help. Visit us today and let us help you secure your financial future.
Bienenfeld Lasek & Starr, LLC.
Bienenfeld Lasek & Starr, LLC. is a leading finance and insurance agency located at 1000 Corporate Drive in Fort Lauderdale, Florida, United States. With a team of experienced professionals, they offer a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or insurance coverage, Bienenfeld Lasek & Starr, LLC. is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.
Edwin Rodriguez Salazar - Thrivent
Edwin Rodriguez Salazar - Thrivent is a finance institution located at 1401 East Broward Boulevard, suite 100 in Fort Lauderdale, Florida. They offer licensing through the State Insurance Department's website, as well as financial planning services through their Financial Planning Framework. Clients can engage in Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are licensed and credentialed to provide expert advice. For more information on their services and professional designations, visit their website or FINRA's Broker Check.
Daniel Landrau - Complex Director, Ameriprise Financial Services, LLC
Daniel Landrau is the Complex Director at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard, Fort Lauderdale, Florida, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and insurance products. Daniel Landrau is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 500 East Broward Boulevard in Fort Lauderdale, Florida, United States. With a strong focus on providing financial security and peace of mind for its clients, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Whether you're looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual is committed to helping you build a solid financial foundation.
Octavio Santos - Thrivent
Octavio Santos - Thrivent is a finance institution located at 1401 East Broward Boulevard in Fort Lauderdale, Florida. Licensed in multiple states including FL, GA, IL, IN, ME, NC, NJ, NY, OH, SC, TN, TX, VA, Octavio Santos - Thrivent offers financial services to help individuals achieve financial clarity and confidence. With over 26 years of experience, Thrivent is dedicated to supporting their financial professionals in becoming pillars of impact in their communities. As a Market Director, the institution provides guidance and support to individuals considering a career as a financial advisor. Thrivent, founded over 120 years ago, is a Fortune 500 organization that helps people build solid financial futures. Military veterans are encouraged to explore a career as a Thrivent financial advisor, with training and support provided to help transition to civilian life. Thrivent offers insurance products, securities, and investment advisory services through licensed financial advisors. Visit their website for more information on available roles and services.
Your Fiduciary Team, LLC
Your Fiduciary Team, LLC is a comprehensive financial services firm located at 1301 East Broward Boulevard in Fort Lauderdale, Florida. Our team of experienced professionals specializes in accounting, finance, insurance, and legal services to help individuals and businesses navigate complex financial matters with confidence and peace of mind. Whether you need assistance with tax planning, investment management, risk assessment, or estate planning, our dedicated team is here to provide personalized solutions tailored to your unique needs and goals. Trust Your Fiduciary Team, LLC to be your trusted partner in building and protecting your financial future.
- Life insurance companies
- Financial consulting
- Financial advisor
- Tax advisor
- Lawyer
- Law company
- Tax consultant
- Tax preparation services
- insurance advisor near me in Boynton Beach
- insurance advisor near me in Margate
- insurance advisor near me in Miami
- insurance advisor near me in Plantation
- insurance advisor near me in Sunrise
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos