Best Financial Advisors in North Lauderdale

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
60+
Advisors
4.8/5.0
Average Rating

North Lauderdale Financial Landscape

The city has a growing economy supported by retail, healthcare, and professional services. Its proximity to Fort Lauderdale enhances business opportunities.

Major industries
Retail, Healthcare, Professional Services
Population
42.8K (metro: 1.9M)
Median household income
$54,000
Unique needs
North Lauderdale requires tailored financial strategies due to its diverse population and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), North Lauderdale's economy is expanding, driven by retail and healthcare sectors, with a focus on sustainable growth.
Wealth Demographics
According to Census (2023), the median income in North Lauderdale is $54,000, reflecting a diverse economic base and varying income levels.
Advisor Specializations
Based on BLS (2023), financial advisors in North Lauderdale are increasingly focusing on retirement planning and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), North Lauderdale's cost of living is moderate, with housing and transportation being the largest expenses for residents.
Real Estate Market
According to Zillow (2024), the real estate market in North Lauderdale shows a steady increase in home prices, indicating strong demand and potential bubble risks.
Business Environment
According to Fortune (2024), North Lauderdale offers a favorable business climate with incentives for small businesses and a growing entrepreneurial ecosystem.

Top 5 Financial Advisors in North Lauderdale

RS Financial Services
★ ★ ★ ★ ★ 5
Chris Price Financial Planner
★ ★ ★ ★ ★ 5
Creative Financial Network, Inc.
★ ★ ★ ★ ★ 5
Northwestern Mutual
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: James Senior, CFP®|ChFC®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in North Lauderdale, 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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North Lauderdale-Specific Expertise
For North Lauderdale residents working in Retail, Healthcare, Professional Services, 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
North Lauderdale's economy needs diversification beyond retail and healthcare. Housing market risks from rising prices and hurricanes necessitate strategic investments.

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Find Financial Advisors in Nearby Cities

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Jacksonville Miami Tampa Orlando St. Petersburg Hialeah Tallahassee Fort Lauderdale