Best Financial Advisors in Coral Springs

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
120+
Advisors
4.9/5.0
Average Rating

Coral Springs Financial Landscape

The city boasts a diverse economy with a focus on retail, healthcare, and education. Its strategic location enhances its appeal for business and tourism.

Major industries
Retail, Healthcare, Education
Population
126.6K (metro: 6.4M)
Median household income
$72,000
Unique needs
Coral Springs requires attention to its growing population and housing demands, alongside sustainable economic development.
Market Insights
Economic Growth
According to BEA (2023), Coral Springs has seen a steady economic growth rate of 3.2%, driven by retail and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Coral Springs is $72,000, reflecting a diverse and growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Coral Springs are increasingly specializing in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), Coral Springs' cost of living is approximately 10% higher than the national average, driven by housing and utilities.
Real Estate Market
According to Zillow (2024), the Coral Springs real estate market has seen a 7% increase in home prices over the past year, raising concerns about affordability.
Business Environment
According to Fortune (2024), Coral Springs is recognized for its supportive business climate, with incentives for small businesses and startups.

Top 5 Financial Advisors in Coral Springs

Prosperitus Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Todd A Currier
★ ★ ★ ★ ★ 5
Wealth InsurED
★ ★ ★ ★ ★ 5
Lewis and Palmer Financial Solutions Group-Renee Lewis Financial Advisor
★ ★ ★ ★ ★ 5
Sunshine Financial Solutions of South Florida
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Coral Springs, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Coral Springs-Specific Expertise
For Coral Springs residents working in Retail, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Coral Springs' retail focus poses risks from e-commerce shifts. Housing demand may lead to a bubble; consider diversification in sectors like tech and healthcare. Be mindful of hurricane risks.

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