3 Best Financial Services in Hollywood, FL

Expert-recommended Top 3 Financial Services in Hollywood, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

3+ YEARS IN TBR
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FDR GROUP, INC.

4000 Hollywood Boulevard, Suite 630-North,
Hollywood, FL 33021 Directions

Since 1983

Specialty:

Wealth Management Financial Planning Portfolio Management Traditional IRA/Roth IRA/Inherited IRA Long-Term Care Insurance Life Insurance Disability Insurance Business Succession Plans Debt Management Plan Budget and Cash Flow Planning Retirement Planning Asset Allocation

"FDR Group, Inc. works in coordination to pursue the fulfillment of your goals through customized wealth management and financial planning. Jeffrey N. Blaze is the Principal of FDR Group, Inc. Jeffrey Blaze is one of three Certified Financial Planner™ professionals on the FDR team and serves as one of the firm’s Principals. He leads the firm’s efforts in determining asset allocation, selecting and reviewing independent investment managers, and overseeing the financial planning and investment processes for both individual and business clients. In addition to holding the CFP® designation, Jeffrey earned a Master of Business Administration and a Certificate of Specialization in Financial Planning from Nova Southeastern University. He also holds a Bachelor of Science degree from the University of Florida.

2026 Highlights: FDR Group, Inc listens to your needs, educates, and provides assistance to ensure that your assets are preserved."

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License #P15000048978

Contact:

(954) 961-5333

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

5+ YEARS IN TBR
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OSBORN FINANCIAL GROUP, INC.

4601 Sheridan Street, Suite 410,
Hollywood, FL 33021 Directions

Since 2006

Specialty:

401(k) Retirement Plans and Individual Retirement Accounts Annuities Mutual Funds Employee Pension Plans Life and Disability Insurance Health Insurance Long-term Care Employee Benefits Investment and Wealth Management Asset and Risk Management Finance Planning Insurance Planning Charitable Giving Business Succession Planning

"Osborn Financial Group, Inc. is dedicated to providing investment management and strategic wealth planning to businesses and individuals. Jarrett Osborn is the president of the group. The team meets with clients to present analyses and discuss recommendations. The team is committed to helping clients improve their long-term financial success. Their customized programs are designed to grow and conserve wealth by delivering personalized service. They focus on understanding clients' goals and developing plans to reach them. They plan regular meetings with clients to assess progress toward goals and make adjustments to the financial plan when necessary.

2026 Highlights: Osborn Financial Group, Inc. offers comprehensive financial services that is a firm committed to helping you improve your long-term financial success and their customized programs are designed to grow and conserve your wealth by delivering an unprecedented level of personalized service."

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License #P10000058277

Price:

Annual Fee Upto 2.75% For $250,000
Annual Fee Upto 2.50%
From $250,001
Upto $500,000
Annual Fee Upto 2.00%
From $500,001
Upto $750,000

Contact:

(954) 963-3300 (866) 963-3300

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

4+ YEARS IN TBR
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MARCIE HIBBS

EDWARD JONES 1820 Radius Drive,
Hollywood, FL 33020 Directions

Since 2010

Specialty:

Wealth and Investment Strategies Stock Selection Bonds Mutual Funds Exchange-traded Funds Unit Investment Trusts Estate Planning Insurance and Annuities Permanent Life Insurance Term Life Insurance Long-term Disability Insurance and Retirement Income Strategies Education Savings Tax-smart Investing Guidance

"Marcie Hibbs has been a financial advisor at Edward Jones. She graduated from the University of Miami with degrees in sociology and sports medicine. She holds a Series 7 registration and a Life and Health Insurance License and serves on the board as president of Broward County's Canes Community. In 2015, the South Florida Business Journal selected her as a mentor for Bizwomen's Annual Mentoring Monday. At Edward Jones, the team focuses on you. Relationships are key, and by working together, they develop a complete, tailored strategy to assist you in achieving your financial goals. To learn more about making sense of investing, contact them today.

2026 Highlights: Marcie Hibbs has over two decades of experience in the insurance and financial services industry."

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License CRD #5641443

Price:

Annual Program Fee Upto 1.35%
Annual Platform Fee Upto 0.05%
Annual SMA Manager Fees 0.45%

Contact:

(954) 922-1242

By Appointment

TBR® Inspection Report: