Financial Professionals in Pompano Beach, FL
Guiding Your Future, Protecting Your Legacy in South Florida
From the bright marinas of Lighthouse Point to the vibrant heart of Boca Raton, Lend A Hand Financial Services is your trusted financial professional in Pompano Beach, FL—here to help you build, protect, and enjoy the life you’ve worked for. Our team offers tailored retirement planning, disciplined investment management, and comprehensive wealth strategies with the warmth and personal attention you expect from a local partner.
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Financial Services Designed Around You
Wealth & Legacy Planning
Design a multigenerational plan that reflects your values and the way you live in South Florida. We help organize beneficiaries, titling, and liquidity so your wishes are clear and your family can move forward with confidence—from Pompano Beach to Boca Raton.
Tax & Estate Planning
Bring your tax strategy and estate documents into alignment. We coordinate with your CPA and attorney to keep beneficiaries, account titles, and distributions working together—so more of what you’ve built goes where you intend.
Cash Management Strategies
Set the right reserves, smooth monthly cash flow, and put idle cash to work. Our tiered approach plans for hurricane season, property taxes, and big purchases without disrupting your lifestyle or long-term investments.
Insurance & Protection
Right-size coverage for life, disability, and long-term care. We align policy types, ownership, and beneficiaries with your goals and budget, helping protect income, family priorities, and business continuity
Personal CFO Services
One point of contact for your financial life. We coordinate advisors, calendars, documents, and decisions—keeping cash flow, investments, tax items, insurance, and lending in sync with your priorities.
Solutions for Business Owners
Connect company decisions to personal goals. From retirement plan design and compensation to key-person coverage and succession readiness, we help owner-operators across Broward and Palm Beach plan with clarity.
High-Net-Worth Attorney Network
Get the right legal specialists at the table—estate, tax, business, and real estate—plus coordination that keeps strategy and documents aligned with your accounts and day-to-day finances.
Not Sure Where to Start?
Contact UsWhere Smart Financial Strategies Meet Coastal Living
Your finances deserve a clear course and a steady hand at the helm. We provide personalized strategies that reflect both your long-term goals and the realities of living in South Florida—from planning a smooth retirement to navigating local insurance and tax considerations. Serving clients across Broward County, Fort Lauderdale, Deerfield Beach, and Boca Raton, we deliver solutions that fit your lifestyle, your family, and your future.
The reviews displayed are from Google and represent the personal opinions of the individuals who provided them. The experience described may not be representative of the experience of other clients and is no guarantee of future performance or success. No compensation was provided for these reviews. You can view all Google reviews for Lend A Hand Financial Services here.
Why Clients Across South Florida Choose Us
Personalized, Relationship-Driven Approach
We take the time to understand your priorities and explain every recommendation in plain language.
Local Knowledge with a National Perspective
We know the South Florida market, from property values to cost-of-living trends, and we apply nationally recognized strategies to maximize your results.
Fiduciary Mindset
Your interests come first—always.
Established Community Presence
We live, work, and give back here. Our connections run deep in Pompano Beach and the surrounding area.
Take the First Step Toward Your Goals
The earlier you start planning, the more confident your future can be. Whether you’re a retiree in Palm Aire, a family in Coral Ridge, or a professional building wealth in Boca Raton, our team is ready to help. Schedule your free, no-obligation consultation today and see how a conversation with us can change the way you see your financial future.
