Barnett Capital Advisors
444 Brickell Avenue, Miami, FL 33131
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
444 Brickell Ave STE 820, Miami, FL 33131, United States
About the Business
Barnett Capital Advisors is a finance institution located at 444 Brickell Avenue in Miami, Florida, United States. Our mission is to build lasting relationships with our clients and help them achieve their financial goals for generations to come. As an Independent Asset Management and Retirement Planning Firm, we offer unbiased advice, strategic planning, and smart investment strategies to help retirees live the retirement of their dreams.
Our dedicated team of Fiduciary Financial Planners will work with you to develop a customized Retirement Analysis & plan that incorporates all financial aspects of your life. Through a disciplined approach to active management, we aim to identify strategic opportunities and provide the steps necessary for you to achieve your desired outcomes in different investment climates and macroeconomic conditions.
At Barnett Capital Advisors, we believe that personal financial planning is essential for managing wealth and achieving your goals. Whether you are new to financial planning or have had a plan in the past, we are here to help you assess your current situation and create a plan that aligns with your long-term objectives. Contact us for a complimentary meeting to begin the financial planning and investing process today.
Reviews
"Andrew Carrillo has been my trusted financial planner for more than 5 years. I met him at a financial seminar about annuities, shortly after my retirement. I was impressed with his presentation, professional manner, and experience. I made an appointment, and he spent 3 hours reviewing my portfolio, speaking with my two past employers to understand my pensions, and making recommendations for investments - considering my age, short- and long-term goals, and lifestyle. Despite inflation, a fluctuating stock market, and several large expenses (moving from Florida to New Jersey, buying a new car, increased costs for rent, income tax, travel, etc.), Andrew has managed to increase the value of my investments, making adjustments and recommendations at our annual review meeting and periodically during the year, as needed. Any time I have had a question or needed quick cash, Andrew responded in a timely manner. I have many concerns and worries in life. Having Andrew at the helm of my financial area allows me to have one less thing to worry about. Highly recommended!"
"Great Company. I’ve been doing business with them for years."
"The team at Barnett Capital Advisors are top notch and care for their clients interest with the utmost discretion, integrity, market knowledge and professional experience. I have been with Andrew Carrillo my financial advisor for a few years and he has been very helpful and patient with me, expanding my limited knowledge of this unusually unstable market. We are always communicating and I feel he listens and advises me well, standing firm with the strategies that have proven to work well in good times and bad. Andrew and I also discuss ways to maximize savings in other areas of finance helping me to look at my entire portfolio as I move into retirement. My future is in moving in the right direction and I have Andrew Carrillo to Thank..."
"Excellent"
"We LOVE working with Andrew! He is so knowledgeable, honest and informative. We would never work with anyone else but Andrew."
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