Top 15 Financial Advisors in Fort Lauderdale, FL

Brett Waisnor Karen Perkins was fantastic to work with. From the intro call, to walking me through all of the documentation, to keeping everything organized, she was always a phone call away. She even called me while on vacation to answer some of my questions - truly dedicated to her customer. I would highly recommend working with Karen and First Financial!

karen m All Barefoot Financial representatives demonstrate exceptional expertise, knowledge, and professionalism, in what they do and how well they do it. I am always treated with much respect, understanding, and kindness. I highly recommend Barefoot Financial without any reservations.

Jaidyn Knight Stephen Jurrissen provided me with quality customer service that gave me confidence and comfort when it came to my investments. He was thorough, patient, knowledgeable, and kind - an excellent example of what Fidelity has to offer. I was very impressed and will continue to see Stephen in my years to come with this company!

Ricardo Gomez Echavarria Ecxelent Building, clean, safety and an a good place for your office

Lyndsi [Stafford] Edgar At eLuminate, we’ve had the pleasure of working with Levanti Wealth as a client, and we can confidently say they represent the highest standard of authenticity and integrity in their industry. Our experience collaborating with their team has been nothing short of exceptional. Levanti Wealth brings a level of wisdom, care, and clarity that is rare in the financial space. They approach everything they do with intentionality and deep expertise, always putting people first. Their professionalism and thoughtful insights are evident in every interaction, and they consistently demonstrate a genuine commitment to helping others build financial security and legacy. If youre looking for a team that is real, grounded, and truly knowledgeable, we highly recommend Levanti Wealth. They are not just financial advisors—they are trusted partners in your journey toward financial wellbeing. — The eLuminate Team

Brandon Chavis I had an excellent experience with BHG Financial. The pre-approval process was fast and straightforward, and they made the entire funding process very simple and painless. Special thanks to Loan Manager Chance Bradley, who was transparent, patient, and professional throughout. He explained everything clearly and ensured I felt confident at each step. I highly recommend both BHG Financial and Chance Bradley for anyone seeking funding.

Leonardo Luna Ivan is a knowledgeable and experienced professional who will take the time to sit down and first and foremost become your friend and trusted adviser, understand your needs, ask the right questions and finally come up with the right solution for you. Its a completely different story when you sit with someone trying to fit their product to you, as opposed to Ivanhoe who will find go out and prepare the right strategy for you with the ingredients that best fit your goals.

Boxy Cat I have known Rocco since last year. Friendly, client oriented financial specialist. Professional!!! It would be better if I met him five years ago. All retire persons must see Rocco.

Miranda Sharkey Gretchen is wonderful to work with. She is extremely knowledgeable in her field, very personable and gets things done!!! Highly recommended

John Harmon Most informative, professional, and honest. Look forward to working with him in the near future.

Karen Dennis An amazing, caring and knowledgeable group of talented professionals.

Veronica Lipp I had a great experience. Shayan was very helpful and courteous. He answered all my questions and made me feel at ease about the choices I made

Dallas Jeanty-Berg I joined this bank solely because my office is in the same building for ease with simple transactions. In that time, their customer service has left me pleasantly surprised and barring unexpected personal needs, I will not bank anywhere else again. Marianela Valenzuela helped me open my account here. She was knowledgeable on all their products and as a result of her information I got a $300 promotion for switching my direct deposit over. Tracey Burrow (branch manager) is fantastic. Every time I’m here it seems like she knows most of her clients by name. I’ve even seen people drop by just to say hi and go about their day. Banking has seemed so impersonal for so long that I’m just grateful to have a positive experience to share. Special shoutout to Kory Gonzalez as well! Always helpful and accommodating and they are lucky to have him. Thanks BofA!!!

Alex Gonzalez Sharlah has been my tax accountant since 2019 and she’s always over delivered on her services. She’s an absolute wizard with taxes and has been essential for my business. I always have peace of mind when tax season rolls through because of her. Can’t recommend enough!

Jerri Peterson I have had the best experience ever with this company. They are very friendly, Gave me straight forward answers to all my questions. Got me back on track with some financial burdens that were bringing me down. Thank you for being there for me One U.S. Financial. My payments were worked out to an amount that I could afford with my monthly income. In a bind go with these people there the best ever.. Thank you from the bottom to the top of my heart U.S. One Financial. My credit score has been saved because of your helping me out with this awful issue that I was in...A+ company..