Top Rated Financial Advisors in Coconut Creek, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Coconut Creek, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Coconut Creek, Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Coconut Creek, Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Vivienne Schleu

Alpina Financial Consultants

CPA

Vivienne Schleu, a financial fiduciary, provides financial services to clients in the Coconut Creek, Florida area. Vivienne holds a CPA certification. Vivienne has over 30 years of experience.

Coconut Creek, FL

Telephone Advisor

Telephone: 561-843-6004

Visit Advisor Website

https://www.alpinalpl.com/

View Research Report

Additional Information:

Years of Experience:
30 Years

Fee Structure


• Fee-Based
• Hourly
• Commissions
• Flat Fee
• Based on Assets

Asset Requirement: $500,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2015 and provides financial services to clients in the Boca Raton, Florida area.

Boca Raton, FL

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Russell Stout

Excelsior Wealth Partners

Russell Stout, a financial fiduciary, provides financial services to clients in the Fort Lauderdale, Florida area. Russell has over 20 years of experience.

Fort Lauderdale, FL

Telephone Advisor

Telephone: 315-224-2426

Visit Advisor Website

https://www.excelsiorwp.com/

View Research Report

Additional Information:

Years of Experience:
20 Years

Fee Structure


• Fee-Based
• Flat Fee
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Edelman Financial Engines, LLC

Mark Rowley, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Plantation, Florida area.

Plantation, FL

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Ryan Berman

Chesapeake Asset Management

Ryan Berman, a financial fiduciary, provides financial services to clients in the Boca Raton, Florida area. Ryan has over years of experience.

Boca Raton, FL

Telephone Advisor

Telephone: 561-570-2560

Visit Advisor Website

http://www.chesman.com/

View Research Report

Additional Information:

Fee Structure


• Based on Assets

Financial Services Provided:


• Financial Planning
• Investment Advice & Management
• Insurance Products & Annuities

Name(s) of Custodian(s):
Charles Schwab, Pershing LLC