Connect with Top-Rated Financial Planners in Plantation!

Read verified customer reviews of the most reliable financial planners in Plantation, FL. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Integrity Wealth Planning, Inc. is a financial advisory firm committed to helping clients build and maintain their wealth, providing customizable financial plans and investment solutions tailored to their unique needs. With a focus on building long-term relationships with their clients, the company offers transparent and personalized services to help individuals and businesses achieve their financial goals. Their mission is to have a lasting impact on the lives of their clients and the goals they strive to achieve. Through their expertise and commitment to client education, they empower clients to take control of their financial futures.
Reviewers praise Susan Hurschman and her staff for their professionalism, knowledge, and personalized service, leading to strong, long-term relationships built on trust and mutual respect.
5.0
Based on 7 reviews
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Asset Protection Group is a leading financial services firm that helps individuals create retirement strategies using a variety of investment and insurance products. Our advisors work closely with clients to understand their unique needs and objectives, providing personalized guidance and recommendations to achieve their financial goals. From planning for retirement to managing wealth, our expertise helps clients achieve financial freedom and security.
The reviewer praised the excellent financial advice and the friendly, honest people.
5.0
Based on 3 reviews
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Northstar Financial Planners is a fee-only advisory firm dedicated to providing personalized financial planning and investment management solutions to individuals and families in the Fort Lauderdale area. With a focus on pre-retirees, Florida Retirement System special risk employees, and families of children with special needs, we help our clients achieve their financial goals and create a stress-free retirement. Our team of experienced professionals takes a comprehensive approach to financial planning, considering all aspects of our clients' financial lives to provide tailored guidance and support. With a commitment to excellence and a passion for helping others, we empower our clients to make informed decisions about their financial futures.
Northstar Financial Planners receive glowing reviews for their exceptional financial planning services, prompt responsiveness, and professionalism, with clients praising the company's expertise and communication.
5.0
Based on 2 reviews
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Wealth Innovations, LLC is an independent, fee-based financial advisory firm that provides unbiased financial planning, investment management, and insurance services to individuals and businesses. Our team uses a dynamic financial planning process to help clients achieve their financial goals, and we do not receive incentives for recommending specific products. We offer a range of services, including financial planning, investment management, retirement plans, insurance services, and more. Our team is dedicated to providing personalized service and using state-of-the-art technology to keep clients informed and up-to-date with their finances and investments.
The reviewer had an unsatisfactory experience due to improper cancellation and lack of notification.
3.0
Based on 2 reviews
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