Choosing a financial advisor in Pompano Beach isn’t just about picking a name from a directory — it’s about finding someone who understands the local market, whether you’re planning for retirement in a coastal community or managing a growing small business. The best advisors combine strong credentials with a personal touch, and they should be transparent about fees, services, and how they’ll communicate with you. Here are ten advisors serving Pompano Beach and the surrounding area, ranked by their ratings from real clients.
- Secure Today Financial — 500 W Cypress Creek Rd Suite 520, Fort Lauderdale, FL 33309, USA | With a perfect 5.0-star rating from 14 reviewers, this firm is known for helping clients plan for retirement and long-term security. They serve the Fort Lauderdale area just south of Pompano Beach, and their boutique approach means you’ll likely get direct, one-on-one attention from a seasoned advisor.
- New England Funds — 555 SW 12th Ave Suite 210, Pompano Beach, FL 33069, USA | Located right in Pompano Beach, this firm holds a 5.0-star rating from 6 reviews, reflecting strong client satisfaction. They specialize in investment management and retirement planning, making them a convenient option for locals who want an advisor close to home.
- Heritage Investment Group, Inc. — 2480 NE 23rd St, Pompano Beach, FL 33062, USA | Also based in Pompano Beach, Heritage Investment Group has earned a 5.0-star rating from 4 reviews. Their focus on personalized wealth management and estate planning makes them a great fit for clients who want a holistic view of their finances.
- Kovack Financial / Kovack Securities, Inc. / Kovack Advisors, Inc. — 6451 N Federal Hwy, Fort Lauderdale, FL 33308, USA | This team of affiliated firms has a 5.0-star rating from 3 reviews, offering a range of services from securities to advisory work. They’re located just south of Pompano Beach, and their multiple specialties mean you can find the right fit for your specific needs.
- Edward Jones - Financial Advisor: Chadia N Ghanem — 4711 N Ocean Dr, Fort Lauderdale, FL 33308, USA | With a 5.0-star rating from 2 reviews, Chadia Ghanem brings the trusted Edward Jones network to the coastal Fort Lauderdale area. Clients appreciate her patient, educational approach, especially for those new to investing or planning for retirement.
- Sean C Dawkins: Primerica - Financial Services — 1000 W McNab Rd, Pompano Beach, FL 33069, USA | This Primerica representative has a 5.0-star rating from 1 review, offering financial services including life insurance and investment strategies. It’s a good option for Pompano Beach residents who prefer a larger, well-known company with a local face.
- Soreide Law — 2401 E Atlantic Blvd #305, Pompano Beach, FL 33062, USA | With an impressive 4.9-star rating from 103 reviews, Soreide Law stands out for its focus on securities arbitration and investor protection. While they’re more of a legal resource for financial disputes, they’re invaluable if you need help recovering losses or navigating advisor misconduct.
- Nationwide Loan Consultants — 555 SW 12th Ave Suite 210, Pompano Beach, FL 33069, USA | Boasting a 4.8-star rating from 623 reviews, this firm is a heavy hitter for mortgage and loan consulting. They’re a great choice if you’re looking for financial planning that ties into real estate, and their massive review count speaks to consistent, reliable service.
- Desire Financial Group — 1000 E Atlantic Blvd #203, Pompano Beach, FL 33060, USA | With a 4.8-star rating from 26 reviews, Desire Financial Group serves the Pompano Beach area with a focus on credit repair, debt management, and financial education. They’re especially helpful for clients who want to improve their financial health before diving into investments.
- CAC — 2400 NE 16th St, Pompano Beach, FL 33062, USA | CAC holds a 3.0-star rating from 2 reviews, which is a reminder to always vet an advisor carefully. Located in the heart of Pompano Beach, they may be worth a conversation if you’re curious, but the low rating suggests you should ask plenty of questions and check for any complaints.
When you’re ready to hire a financial advisor in Pompano Beach, the best time to start looking is at least three months before you need a major financial decision made — like rolling over a 401(k) or planning a retirement withdrawal. Always ask about their fee structure: are they fee-only, commission-based, or a hybrid? For a typical financial plan in this area, a fair price ranges from $1,500 to $3,000 for a one-time plan, or 0.5% to 1% of assets under management annually. And don’t forget to ask how often they’ll meet with you — a great advisor will check in at least quarterly to keep your goals on track.