Fiduciary advisors in Coral Springs, FL

Coral Springs, Florida

Wirehouse

Edward Jones, Jennifer Cooper, AAMS, Financial Advisor is a wirehouse firm in Coral Springs, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 18 Google reviews.

Coral Springs, Florida

Elliot Glass Coral Springs Insurance, operating since 2012, provides insurance and financial planning services to individuals, families, and businesses across Florida and nationwide. The firm offers health, life, Medicare, disability, and annuity products, along with business lending, mortgage, and financial planning assistance, working with multiple carriers to source options. Led by a licensed independent insurance agent with 13+ years of experience, the firm delivers one-on-one consultations with an emphasis on transparent communication and client accessibility across multiple contact methods.

Coral Springs, Florida

Independent RIA

FR Financial Advisors, LLC is an independent registered investment adviser based in Coral Springs, Florida, founded in 2005 to serve clients in South Florida with integrated financial planning, investment management, and estate planning services. The firm works in strategic partnership with Buckingham Strategic Partners and employs a Modern Portfolio Theory approach centered on passive investing, primarily through Dimensional Fund Advisors funds. Beyond wealth planning, the firm offers tax preparation and planning services, positioning itself to address multiple aspects of clients' financial and personal situations.

Coral Springs, Florida

Financial Partners is a financial planning firm in Coral Springs, Florida, with over 30 years of experience serving individuals, families, and business owners. The firm offers retirement planning, investment management, insurance planning, tax planning, employee benefits consulting, and fiduciary support for retirement plan sponsors. Financial Partners operates as an independent advisor without proprietary products and works with LPL Financial and Global Retirement Partners to deliver personalized guidance aligned with clients' goals and circumstances.

Coral Springs, Florida

First Harbor Financial Services - Raymond James is an investment advisory firm in Coral Springs, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Coral Springs, Florida

Lewis & Palmer Benefits is an investment advisory firm in Coral Springs, Florida. Services include Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 38 Google reviews.

Coral Springs, Florida

Prosperitus Wealth Advisors is a fiduciary firm in Coral Springs, Florida that provides financial planning and investment management services, with a focus on retirement planning for high-net-worth individuals and families. The firm's principals hold CFP and CFA credentials and operate under a team-based structure integrated with tax accounting services through an affiliated CPA firm. Services include personal CFO coordination, advanced tax strategy, equity compensation planning, business exits, estate planning, and legacy design. As a state-registered investment advisor, the firm operates under a fiduciary standard and coordinates with clients' tax, legal, and other professional advisors.