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Over 225 reviews for
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A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Coral Springs

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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You have money in the bank and gas prices are down, but are you financially fit?

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If you think it’s too early to think about tax season, think again.

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Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

Angie's Answers

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Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

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Financial Advising reviews in Coral Springs

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Coral Springs, FL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

123 Lump Sum

3625 W Broward Blvd
Fort Lauderdale

1650 Wealth Management

9100 S. Dadeland Blvd, Suite 1500
Miami

1650 Wealth Management

255 Commercial Blvd
Fort Lauderdale

21st age Debt Consolidation

205 Southwest 2nd Street

305 Tax Help

6625 Miami Lakes Dr Ste 340

A&S Promotions, Inc

2085 NW 46th Ave H 204
Lauderhill

Accelerated Benefits

5880 Venture Drive

Acosta Tax & Advisory CPA, PA

9050 Pines Boulevard #345
Hollywood

Acosta Tax & Advisory, PA

1820 N Corporate Lakes Blvd, Suite 104
Weston

AJS Financial Services, LLC

6712 SW 28 Court
Miramar

Allegiant Group Inc

189 W Clarkston Rd

Allstar Assurance

510 Shotgun Rd,
Sunrise

Allstate Insurance - Leo Gilling

12260 SW 53rd St
Cooper City

Ameriprise

1500 W Cypress Creek Rd Ste 407
Fort Lauderdale

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach

Arco Temp Air Corp-Miami

6904 NW 46th St
Miami

Associated Financial Consultants

2699 Stirling Rd., Suite A-200

AUTO & TRUCK BUYERS

12965 S.W. 85th Avenue Road
Miami

Bankruptcy Preparer 4 U

2801 SW 3rd Ave
Fort Lauderdale

Beatriz Aguero Morejon, CPA, PA

7171 Coral Way Ste 500
Miami

Beir Accounting & Income Tax Inc

9900 W Sample Rd Ste 300
Coral Springs

Benson, Mucci & Weiss, P.L.

5561 N. University Drive, Suite 102
Coral Springs

BetaFrontier, LLC

858 North Franklin St

Biz CPAs, LLP

1300 NW 84th Ave
Miami

Black Pearl Financial Services

5838C Devonshire Blvd
Miami

blake wagner consul ting services

18459 Pines Boulevard, Apartment 234
Pembroke Pines

Booksmart Tax and Accounting Services

14242 Southwest 14th Street
Miami

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Budget Car Care & Ape Towing

7980 Wiles Road
Coral Springs

C&S Accounting Services

600 Layne Blvd. Unit 126
Hallandale

Caliber Home Loans

1921 nw 150 Ave ste 104A
Pembroke Pines

Capital Funding Solutions, Inc.

2021 Tyler Street
Hollywood

Carlos B. Pargas & Associates, P.A., CPAs

9100 South Dadeland Boulevard, Suite 150
Miami

Carlos Contreras, ChFC®

20900 NE 30 Ave
Aventura

CFS Financial Services

9835 S.W. 72 street suite 210

champion Debt Consolidation

6240 Powerline Road

Choice Accounting Solutions

10753 SW 104th St.
Miami

Clendon Webb State Farm Insurance

6704 CONGRESS ST.
New Port Richey

Common Cents Wealth Management, LLC

15800 Pines Blvd Ste 202
Pembroke Pines

Consumer Attorneys of America

23123 state road 7
Boca Raton

Dean Adler, Weston Mortgage Broker

1565 North Park Drive,
Weston

Dernis Financial

2699 Stirling Rd Ste A200
Fort Lauderdale

Diaz Barranco Financial Services

8603 S. Dixie Hwy,
Miami

DiTocco Law Group, PLLC

6750 N Andrews Ave Ste 200
Fort Lauderdale

Document Express Services

5300 W. Hillsboro Blvd Suite214
Coconut Creek

e Small Business Capital

5757 NW 57 Avenue, Suite 145
Miami

EarlyShares

1200 Brickell Ave Suite #510
Miami

East Harbor Financial

12360 NW South River Drive
Miami

EDWARD JONES

2137 N UNIVERSITY DR
Pompano Beach

elite relocation & financial services

13899 biscayne blvd
Miami

Embra Solutions Inc.

5201 Blue Lagoon Dr Ste 868
Miami

Erik C. Fritz, P.A.

PO Box 402862
Miami

Everest Financial Advisors

9000 Sheridan Street
Pembroke Pines

EZ Bonds

916 S Andrews Avenue
Fort Lauderdale

F.A.T. Freedom

4/41 Meinzinger Ave.

FAMILY AMERICA MORTGAGE Corp

2000 Ponce De Leon Blvd
Miami

FAMILY AMERICA MORTGAGE CORP.

2937 SW 27th Avenue, Suite 201
Coconut Grove

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale

FINANCIAL AFFAIRS OF S FLORIDA INC

3841 OTTAWA LN
Hollywood

Financial Chef

119 Madeira Avenue
Coral Gables

Financial Roads

12971 NW 18th Manor
Pembroke Pines

FINANCIAL SAVING SERVICES, INC.

PO BOX 820834
Pembroke Pines

Financial Strategies Group Inc

1525 N Park Dr
Fort Lauderdale

First Working Capital Group

12423 NW 35th St.
Coral Springs

FISCHER FINANCIAL SERVICES

9900 W SAMPLE RD
Pompano Beach

Fix Your Credit Co

19821 NW 2nd Ave
Miami Gardens

Florida Bankruptcy Advisors, P.L.

1451 W. Cypress Creek Road
Fort Lauderdale

Freyman CPA, P.C.

57 Washington Ave

Gables Financial Partners

2655 S Le Jeune Rd Suite 501
Miami

Generous Debt Consolidation

1999 Northwest 22nd Street

GetCreditHealthy & Affiliates

8323 NW 12St Suite #216 Doral, FL. 33126
Miami

Gil Zapata

848 Brickell Avenue Suite 603
Miami

Good Credit Advocates

66 W Flagler St.
Miami

Griffin Insurance Group

801 Brickell Avenue, Suite 900

Heritage Retirement Income Planners

2645 Executive Park Drive
Fort Lauderdale

Hialeah Credit Repair

1550 W 84th St
Hialeah

HOME DEPOT INC

750 N UNIVERSITY DR
Pompano Beach

Home Financing by Sharine - Commerce Mtg

20803 Biscayne Blvd.
Aventura

Hospital Bill Negotiation

1550 Madruga Avenue
Coral Gables

iBank

3090F Pullman St

Independent Financial Planning

1901 Brickell Avenue
Miami

Infinity Credit Financial Consultants, LLC

2665 South Bayshore Drive
Miami

Innovative Merchant Funding LLC

1021 NW 47th Street
Fort Lauderdale

Insurance Buyer

3801NW 97th Ave Suite 400

Insure Link

14050 NW 14th Street Suite 180
Fort Lauderdale

Interstate Lawsuit Funding

5100 N Ocean Blvd
Fort Lauderdale

IRS Tax Help Team

1201 S Beach Blvd

Ivy Accounting, Tax & Advisory

8950 SW 74th Court,
Miami

J & M Tax and Accounting Solutions, LLC

6810 Lyons Technology Circle 155
Coconut Creek

Jamel Gordon-Financial Advisor

19495 Biscayne Blvd
Miami

James Fischer

4830 SW 188 Ave.
Fort Lauderdale

JCN Financial Mentoring

5691 NE 14th Ave
Fort Lauderdale

Jean-Louis Lam

101 NE Third Avenue
Ft Lauderdale

Jiovenetta & Associates, Inc.

5401 N University Dr
Coral Springs

JMC Group Enterprises Corp.

6701 Sunset Drive, Suite 104
Coral Gables

joelwcw9.fastdeals.us

2748 nw 104th ave
Fort Lauderdale

Joorney Strategic Business Planning

407 Lincoln Rd- Suite 11L
Miami Beach

KasLaw, LLC

P.O. Box 310961
Miami

KEEP IT TOGETHER

9441 SW 4 ST
Miami

Ken's Business Services

11767 Dixie
Miami

KIAN FINANCE AUTHORITY

2012 HOLLYWOOD BLVD #B
Hollywood

Kinney Group The

2525 Ponce De Leon Blvd
Coral Gables

KPS Financial

255 Alhambra Circle, Suite 630
Coral Gables

Krause Capital, Inc

101 NE Third Avenue
Fort Lauderdale

Laitano Financial Group, LLC

847 SW 8th St
Miami

Law Office of Brian C. Perlin, P.A

201 Alhambra Circle, Suite 503,
Coral Gables

Lendinero

848 Brickell Ave 603
Miami

Liberty Settlement Funding

16 NE 4th Street Suite 210
Fort Lauderdale

Litzs Fixes

333 N Ocean Dr

Live Contact Leads

5645 Coral Ridge Dr. Suite #128
Coral Springs

Lost Angels International, Inc.

1170 Peachtree Street NE

Madison Monroe & Associates

1111 Park Centre Blvd
Miami

McKinnon Wealth Management

500 West Cypress Creek Road Suite 420
Fort Lauderdale

MDH Funding

11555 Heron Bay Blvd.
Coral Springs

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

Medicaid Assist

PO Box 8087
Lakeland

Mercado Marketing Group Inc.

200 South Biscayne Boulevard Suite 2790
Miami

Merchant Financing Leads

5233 NW 33rd Ave
Ft Lauderdale

Meridian Star Merchant Services & POS

1640 W Oakland Park Blvd
Oakland Park

MET LIFE

1200 S PINE ISLAND RD
Fort Lauderdale

Miami Debt Relief

80 SW 8th St
Miami

Mona Lisa Insurance and Financial services, Inc.

9900 Stirling Road suite 207
Hollywood

MORITA FINANCIAL CONCEPTS INC

4846 N University Drive
Lauderhill

MRCFloridaInvestments

7777 Davie Rd Ext
Davie

Mutual Management Services

6447 Miami Lakes Dr #200C

NATIONAL PLANNING CORP

2 S BISCAYNE BLVD
Miami

National Senior Insurance

301 Yamato Road #2222
Boca Raton

National Tax Group and Credit Repair

14505 Commerce Way suite 505
Miami Lakes

Network Insurance Center

3300 N University Dr Ste 406
Coral Springs

NEW YORK LIFE INSURANCE CO

3750 NW 87TH AVE
Miami

NEWBRIDGE SECURITIES CORP

1451 W CYPRESS CREEK RD
Fort Lauderdale

NEWMARKET ADVISORS

9532 SEA TURTLE DR
Fort Lauderdale

Nick Buys Houses Cash

Ft. Lauderdale

Nicole Enterprises

640 NW 132nd PL
Miami

Nova Bancard

10 Venetian Way PH 2504
Miami

Ocean Financing

261 NE 1st Street - 5th Floor
Miami

Old Republic National Title Insurance Co

600 W Hillsboro Blvd
Deerfield Beach

Oscariz Insurance Group Corp.

13860 SW 56th Street
Miami

Oxford Credit Repair

3900 N Hills Drive, Suite 412

Pelham Grant Association

8345 NW 66 St.
Miami

PERALTA INSURANCE Specialist

12039 SW 132nd Ct
Miami

Pinnacle Financial Planning Group, LLC

1040 Bayview Drive #409
Fort Lauderdale

PitBullTax

1319 South Andrews Avenue
Fort Lauderdale

Plasencia, Hernandez & Company

1111 Brickell Ave 11th Floor
Miami

Primerica Financial Services

12995 S Cleveland Ave
Fort Myers

Primerica Financial Services

4699 N State Road 7
Tamarac

PRIMERICA FINANCIAL SVC

12229 SW 53RD ST
Cooper City

Priority One Credit Union - Ft. Lauderdale

3000 N University Drive
Sunrise Florida

Pro Player Insurance Group

2267 S University Dr
Davie

Professional Tax Help, Inc

20812 S Dixie Highway
Miami

Prominent Credit Repair

1642 NW 29th AVE
Miami

Proven Results

6345-3 Bay Club Drive
Fort Lauderdale

R S DAVIS FINANCIAL SERVICES

1930 Harrison St
Hollywood

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton

RBF Processing

3062-D North Andrews Ave

RD Gilbert Financial Services Corp

3031 NE 21st Terrace
Fort Lauderdale

Really Bad Credit Offers

401 E. Las Olas Suite 130-484
Fort Lauderdale

Red Square Lending

16850 Collins Ave 106-B Office 101
Sunny Isles Beach

Reliance Tax Debt Lawyers

1139 5th Street
Miami

Retirement Council, Inc.

9825 West Sample Road Suite 206
Coral Springs

Rick's Auto Service Inc.

701 NW 5th Avenue
Fort Lauderdale

Robert Grossberg

3141 N 36th St
Hollywood

Rodriguez Accounting & Bookkeeping

7115 Trouville Esplanade
Miami Beach

Royal Palm Financial Group

7401 Wiles Road Suite 150
Coral Springs

Royal Palms Debt Consolidation

10340 Royal Palm Boulevard

Rumbaut & Company

555 NE 34th Street, Apartment 2701
Miami

rumor has it PARTY RENTALS

2254 NW 82nd Avenue
Miami

SAFE HARBOR ACCOUNTING

2670 N Federal Hwy
Pompano Beach

SANTOS ASSOCIATES ACCOUNTANTS

1961 NW 150th Ave
Pembroke Pines

Scarr Insurance Group

8200 113th Street N
Seminole

Sell Gold, Sell Silver, Sell Diamonds - WCMB

World Class Metals Buyers
Miami

SENIOR ADVISOR CORP

14221 SW 120th St Ste 232
Miami

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

State Farm Iris Lopez

2700 SW 3rd Ave Ste 1A
Miami

Statewide Association Management, Inc.

15800 Pines Blvd., #318
Pembroke Pines

Stephen H. Butter

2875 NE 191st St
Miami

Sterling Accounting LLC

2435 N Dixie Hwy
Wilton Manors

STUART COOPER CPA

9868 Bluefield Dr
Boynton Beach

Student Loans Specialists, Inc.

990 Biscayne Blvd
Miami

Sundance Debt Consolidation

12632Pines Boulevard

Sweeping Beauty LLC

12351 sw 252 terr
Homestead

Tax Oncall Financial, LLC

8237 SUNSET STRIP
Fort Lauderdale

Taxologist USA

18350 NW 2 Avenue Suite 401

TDSUNSHINE PROPERTY MANAGEMENT

1868 N University Dr Ste 205
Plantation

The Emerald Financial Group

1166 W Newport Center Dr, St 307

The Enrichment Group

7355 SW 87th Ave., #300

The Merchant Place

3844 Collins Avenue
Miami

The Mutual Fund Store

9100 S Dadeland Blvd., Suite 1500
Miami

The Mutual Fund Store

201 South Biscayne Blvd., 28th Floor
Miami

The Mutual Fund Store

2 S. University Dr., Suite 231
Plantation

The Nationwide Enrollment Center

15200 North Kendall Drive
Miami

US Commercial Funding Corp

1395 Brickell Avenue
Miami

US Student Aid Center

13818 SW 152 St.
Miami

Vital Financial Group

13450 West Sunrise BLVD
Sunrise

VNMutual Solutions Inc

1 Lincoln Centre

W Financial Llc

1300 Concord Ter
Sunrise

We Insure Florida- Pompano Beach

2300 W Copans Road
Pompano Beach

Wealth Innovations

8201 Peters Rd.
Fort Lauderdale

Wealthwise Technologies, Inc.

817 So. University Drive
Plantation

WG Financing

990 Biscayne Blvd
Miami

X Roads Wallstreet

9796 NW 51st Terrace
Medley

YGrene

3390 Mary Street
Miami

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