Your financial future deserves clarity, not guesswork. Whether it’s retirement, investments, taxes, or estate planning, the right advisor helps you move forward with confidence.
Best Financial Advisors connects you with trusted professionals in Cooper City, FL—making it simple to find the right fit so you can focus on achieving your goals.
Cooper City offers the best of both worlds—family-friendly neighborhoods, strong schools, and access to South Florida’s dynamic economy. A local financial advisor understands Florida tax laws, community opportunities, and can tailor strategies to your lifestyle and goals. With the right partner, your financial plan reflects both your future and the unique character of Cooper City.
| Firm | Years of Experience | Services Offered | Fee Structure | Specializations | Client Rating |
| Horizons Insurance & Financial Services | 15+ years (founded 2010) | Insurance (life, long-term care, critical illness), retirement, employee benefits | No-cost consultations, low-cost design plans | Family/business protection, guaranteed income, employee benefits | ★★★★☆ |
| Palermo, Pulcini & Beetz, P.A. | Partners with 20 to 25+ years each | Accounting, bookkeeping, payroll, CFO services, business planning, tax prep | Free consultation, affordable tax services | Individuals, small businesses, estate/succession planning, IRS representation | ★★★★☆ |
| Shrouder, Karns & Mager, P.A. | 16+ years (founded in 2009) | Legal services across Florida | Minimal costs paid once | General law practice (business & personal matters) | ★★★★☆ |
| South Florida M&A Advisors, Inc. | 26 years (founded in 1999) | Mergers & acquisitions for $5M–$100M companies | For internal use only | Mid-market company sales and acquisitions | ★★★★☆ |
| Everest Financial Advisors | 15+ years (founded in 2010) | Financial planning for first responders, DROP & pension decisions, retirement planning | Investment Management: 0.50% – 1.50% of assets under management Financial Planning (Fixed Fee): $500 – $5,000 (based on complexity) Financial Planning (Hourly): $200 per hour Annual Retainer: Initial non-refundable fee (≤ $500) + recurring fixed fee Flat-rate pricing for tax-services | Firefighters, law enforcement, Florida first responders | ★★★★★ |
| Advise Financial | Professionals with 20+ years of experience | Hourly fiduciary planning, investment & tax strategies | Pay-per-hour, fee-only financial planning | Retirement preparation, tax efficiency | ★★★★★ |
| One South Florida Wealth Advisors, LLC | 8+ years (founded in 2017) | Investments, insurance, business/retiree planning, charitable giving, long-term care | For internal use only | Women, physicians, public sector, special needs, charitable giving | ★★★★★ |
| Prosperitus Wealth Advisors | 7+ years (founded in 2018) | Comprehensive wealth planning, 401(k) empowerment, retirement transition, tax-smart strategies | For internal use only | Business owners, retirement planning, education, legacy | ★★★★★ |
| DurhamLoyal Wealth Management | 35+ years | Retirement planning, estate/tax planning, income strategies, workshops & seminars | No-obligation visit; Fees not publicly disclosed/For internal use only | Retirees, business owners/executives, Social Security optimization | ★★★★★ |
| Northstar Financial Planners | 25+ years (founded 2000) | Fiduciary retirement planning for pre-retirees, FRS employees, families with special needs | Fee-only | Retirement planning, FRS special risk employees, families with special needs | ★★★★★ |
Ready to take control of your financial future? Best Financial Advisors makes it easy to compare top-rated professionals in Cooper City—from insurance specialists to tax experts and estate planners—so you can find the right partner to achieve your goals with confidence.
A financial advisor helps individuals and businesses create strategies to manage their money effectively. This can include retirement planning, investments, insurance solutions, tax strategies, estate planning, or a combination of these services.
Fees vary by advisor and service type. Some charge a percentage of assets under management (often 0.5%–1%), while others may offer flat fees, hourly rates, or earn commissions on insurance products. Always ask for clear details before committing.
A fiduciary is legally required to act in your best interest when giving financial advice. While many financial advisors provide excellent service, not all operate under fiduciary standards. Asking if an advisor is a fiduciary can help you understand their obligations to you.
The best advisor for you will have relevant credentials, proven experience in your areas of need, transparent fees, and a communication style you’re comfortable with. Meeting multiple advisors before making a decision can help you feel confident in your choice.
Finding the right financial advisor in Cooper City isn’t just about credentials—it’s about building a trusted relationship with someone who understands your goals and creates strategies to help you succeed. With Best Financial Advisors, you gain access to top-rated professionals in insurance, tax, and estate planning, giving you confidence that your financial future is protected.
Take the first step today. Best Financial Advisors makes it simple to compare trusted experts in Cooper City and connect with the advisor who’s the right fit for your needs.
