Best Financial Advisors in Broward County, FL

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Broward County, FL Fiduciary Financial Advisors

SEC File# 801-33972
CRD# 104711
5 out of 5
Location 1000 S Pine Island Rd Suite 450, Plantation, FL 33324, USA
Phone (954) 424-1660
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-79605
CRD# 131507
5 out of 5
Location 1250 S Pine Island Rd #275, Plantation, FL 33324, USA
Phone (954) 693-0030
Directions
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Sean Mullervy, MBA, CFP® - Financial Advisor
5 out of 5
Location 2881 E Oakland Park Blvd, Fort Lauderdale, FL 33306, USA
Phone (954) 707-5054
Directions
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Your Fiduciary Team, LLC
Location 1301 E Broward Blvd Suite 260, Fort Lauderdale, FL 33301, USA
Phone (954) 527-7777
Directions
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LifeCraft Wealth Management
Location 480 Sawgrass Corporate Pkwy #110, Sunrise, FL 33325, USA
Phone (954) 384-5292
Directions
Financial Advisors in Broward County, FL

Where Certified Financial Advisors in Broward County, FL Serve

Broward County, located in the southeastern part of Florida, is a bustling urban area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning beaches of Fort Lauderdale to the vibrant nightlife of Hollywood, Broward County has something to offer for everyone. Some of the most notable landmarks in Broward County include the Seminole Hard Rock Hotel & Casino, the Everglades National Park, and the Bonnet House Museum & Gardens. These landmarks attract millions of visitors each year and are a testament to the rich history and culture of the area. In terms of top employers, Broward County is home to a diverse range of industries, including healthcare, education, and hospitality. Some of the largest employers in the area include Memorial Healthcare System, Broward County Public Schools, and the Seminole Hard Rock Hotel & Casino. When it comes to major highways and streets, Broward County has a well-developed transportation system that makes it easy to get around.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Broward County, FL can benefit greatly from the guidance of a financial advisor. With its diverse population and booming economy, Broward County presents unique financial challenges and opportunities. A financial advisor can help residents navigate the local real estate market, which is known for its high demand and competitive pricing. Additionally, with the county's strong tourism industry, a financial advisor can assist residents in making smart investments in the hospitality sector. Furthermore, with the county's large retiree population, a financial advisor can help individuals plan for their future and ensure they have a comfortable retirement. Overall, a financial advisor can provide invaluable support to residents of Broward County as they navigate the complexities of their financial lives in this vibrant community.

Insurance Broker

Residents of Broward County, FL can benefit greatly from the services of an insurance broker. With the high cost of healthcare and the unpredictable nature of accidents and illnesses, having the right insurance coverage is crucial. An insurance broker can help Broward County residents navigate the complex world of insurance and find the best policies to fit their specific needs and budget. Additionally, Broward County is known for its high risk of hurricanes and flooding, which can cause extensive damage to homes and businesses. An insurance broker can help residents in this area find the right coverage to protect their property and assets in the event of a natural disaster. By working with an insurance broker, Broward County residents can have peace of mind knowing that they are adequately protected in any situation.

Retirement Planning

Residents of Broward County, FL can greatly benefit from the services of a retirement planner. With its large population of retirees and seniors, Broward County faces unique challenges when it comes to planning for retirement. A retirement planner can help residents navigate the complex world of retirement savings, investments, and Social Security benefits, ensuring that they are well-prepared for their golden years. Additionally, Broward County is known for its high cost of living and expensive real estate market, which can make it difficult for retirees to make ends meet. A retirement planner can help residents create a budget and identify ways to maximize their retirement income, allowing them to enjoy a comfortable and fulfilling retirement in Broward County.

Wealth Management

Residents of Broward County, FL can benefit greatly from the services of a wealth manager. With a population of over 1.9 million people, Broward County is the second most populous county in Florida. The area is known for its diverse economy, with industries ranging from tourism and hospitality to healthcare and finance. A wealth manager can help residents navigate this complex financial landscape by providing personalized investment advice, tax planning strategies, and retirement planning services. Additionally, with the high cost of living in South Florida, a wealth manager can help residents maximize their income and savings to achieve their financial goals. Whether it's saving for a child's education or planning for a comfortable retirement, a wealth manager can provide the guidance and expertise needed to make informed financial decisions.

Mortgage Loan Officer

Residents of Broward County, FL can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing for their dream homes, investment properties, or even refinancing existing mortgages. Broward County is known for its vibrant coastal communities, bustling cities, and diverse population, which means there are many unique financing needs that a mortgage loan officer can help with. For example, many residents in Broward County may be interested in purchasing a vacation home or investment property near the beach, and a mortgage loan officer can help them navigate the complexities of financing these types of properties. Additionally, with the recent surge in home prices in Broward County, many homeowners may be looking to refinance their mortgages to take advantage of lower interest rates, and a mortgage loan officer can help them find the best options available.

Tax Services

Residents of Broward County, FL can benefit greatly from the expertise of a tax advisor in a number of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that apply to the county. With its diverse population and thriving economy, Broward County has unique tax considerations that can be difficult to understand without professional assistance. A tax advisor can help residents maximize their deductions and credits, minimize their tax liability, and avoid costly mistakes. Additionally, a tax advisor can provide valuable advice on retirement planning, estate planning, and other financial matters that can have a significant impact on a person's financial future. Overall, working with a tax advisor can help residents of Broward County achieve greater financial security and peace of mind.

Estate Planning Lawyer

Residents of Broward County, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Broward County residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their passing. This is especially important in Broward County, which has a large retiree population. An estate planning lawyer can also help residents minimize estate taxes and avoid probate, which can save their loved ones time and money in the long run. Additionally, an estate planning lawyer can provide guidance on healthcare directives and powers of attorney, which can ensure that individuals receive the medical treatment they desire and that their financial affairs are managed properly if they become incapacitated.

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