Banking products in Coral Gables, FL
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Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank in Coral Gables, Florida, is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with clients from diverse backgrounds, including retirees, business owners, and corporate executives. We provide personalized advice and guidance to help you create the life and legacy you desire. Our commitment to the community is reflected in our philanthropic efforts and volunteer work. Contact our Private Wealth Advisor to learn more about our financial strategies and services. Please note that insurance products are offered through our affiliate, U.S. Bancorp Investments. Visit our website for more information on our offerings and privacy policies.
2525 Ponce de Leon Ste 300, Coral Gables, FL 33134, United States -
Regions Bank
● ClosedRegions Bank is a financial institution located at 2800 Ponce de Leon in Coral Gables, Florida, United States. As a full-service bank, Regions offers a wide range of consumer and business products and services, along with the guidance of knowledgeable professionals to help you achieve your financial goals. At Regions Bank, you can easily send or receive money domestically or internationally, pay bills, and access ATM services without the need for a checking account. Need a new debit card? Visit our branch and walk out with a new Regions Personal Debit Card the same day.
2800 Ponce de Leon, Coral Gables, FL 33134, United States -
Ileana Cabrera-Rodriguez - State Farm Insurance Agent
● ClosedIleana Cabrera-Rodriguez - State Farm Insurance Agent is an insurance agency located at 1925 Ponce de Leon in Coral Gables, Florida. They offer customizable coverage plans to protect what's important to you, whether it's your family, belongings, or finances. With options for safe driving rewards, bundling discounts, and more, Ileana Cabrera-Rodriguez can help you find the right solution for your needs. They offer auto insurance coverage for various needs, including new drivers, business travelers, and collectors, and can help you save by combining auto and home policies. In addition to auto insurance, Ileana Cabrera-Rodriguez provides insurance coverage for recreational vehicles, homeowners, renters, and personal property. They also offer business insurance options tailored to the needs of small businesses in Coral Gables. State Farm life insurance policies are available to help secure your family's future, and health insurance options can be customized to fit your needs.
1925 Ponce de Leon, Coral Gables, FL 33134, United States -
Capital One Café
● ClosedCapital One Café is a unique hybrid institution located at 50 Miracle Mile in Coral Gables, Florida. This innovative space combines the convenience of a bank with the comfort of a café, offering customers a one-of-a-kind experience. Whether you're looking to manage your finances, grab a coffee, or shop for banking products, Capital One Café has you covered. With a welcoming atmosphere and friendly staff, this institution is the perfect place to relax, socialize, and take care of your financial needs all in one convenient location.
50 Miracle Mile, Coral Gables, FL 33134, United States -
TIAA Financial Services
● ClosedTIAA Financial Services is a prominent financial institution located at 2525 Ponce de Leon in Coral Gables, Florida, United States. As a full-service bank, finance, and insurance agency, TIAA offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a focus on customer service and financial expertise, TIAA is committed to providing top-notch financial solutions to its clients.
2525 Ponce de Leon Ste 300, Coral Gables, FL 33134, United States -
Charles Schwab International – Latin America Center
● ClosedThe Charles Schwab International – Latin America Center, located at 1 Alhambra Plaza in Coral Gables, Florida, is a finance institution that offers competitive yields on money market funds. Access a full range of tools, resources, and expertise to invest the way you want, including award-winning trading platforms, tailored education, and specialized support. The Schwab Intelligent Portfolios® service builds, monitors, and automatically rebalances portfolios based on your goals. With comprehensive wealth and investment management solutions, you can pursue your financial goals confidently. The institution has received accolades such as the Forbes Best Customer Service 2024 and Investor's Business Daily Best Online Brokers 2024. Charles Schwab Bank was also awarded the IBD Most Trusted Bank in 2023. Under the Schwab Security Guarantee, losses in Schwab accounts due to unauthorized activity are covered.
1 Alhambra Plaza STE 950, Coral Gables, FL 33134, United States -
Merrill Lynch Private Wealth Advisor Michael Thomas Persinski
● OpenMerrill Lynch Private Wealth Advisor Michael Thomas Persinski, located at 355 Alhambra Circle in Coral Gables, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention, the institution provides customized services supported by the capabilities of a global financial institution. The private wealth advisors are rigorously trained to meet specialized needs with relationships based on trust and personalized service. Clients have access to strategies designed to help achieve their goals, with a focus on multigenerational wealth management. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service, with a deep understanding of clients' goals and a focus on developing a comprehensive wealth strategy. The institution combines the personalized attention of a smaller firm with the insights of a global financial institution, creating tailored financial strategies for each unique situation. Clients can expect goals-based financial strategies designed to meet their evolving needs, with access to the latest investment insights and strategies. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. The institution offers a range of brokerage, investment advisory, and other services, with a focus on providing personalized wealth management products and services. Investments involve risk, and clients should understand the differences between brokerage and investment advisory services when selecting the right service for their needs. Insurance and annuity products are also offered through Merrill Lynch Life Agency Inc. and other affiliated banks. The institution strives to provide clients with information about products and services that may be of interest, with a focus on relationship-based advertising and online behavioral advertising.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor John A Flasco
● ClosedMerrill Lynch Financial Advisor John A Flasco is a finance institution located at 355 Alhambra Circle, Coral Gables, Florida, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution focuses on the things that matter most to clients - family, goals, and priorities, even as they evolve over time. With a focus on exceptional wealth management, the team offers global experience, disciplined processes, core competencies, and comprehensive resources to assist affluent families, attorneys, CPAs, investment bankers, and other Financial Advisors. The JET Group within the institution serves globally-oriented families with diverse origins of wealth, offering strategy-based wealth management and solutions-based guidance on complex issues. Clients come from a variety of backgrounds including business owners, entrepreneurs, corporate executives, athletes, and entertainers. The team provides skilled insight, personal service, global investing resources, and banking strength from Bank of America. Services include investment management, risk management, estate planning, tax minimization strategies, banking and lending, and more. The institution is committed to creating a client experience that exceeds expectations in a consistent, client-centric, and cost-effective manner. With a focus on total wealth allocation and long-term relationships, the team aims to help clients preserve and grow their capital for current and future generations. Banking products are provided by Bank of America, N.A. and affiliated banks. Clients are encouraged to consult legal and tax advisors before making financial decisions. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. The institution begins every relationship with a conversation to identify and prioritize clients' goals.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
University Credit Union
● ClosedUniversity Credit Union is a financial institution located at 6250 Southwest 57th Avenue in Coral Gables, Florida. As a credit union, we provide a range of financial services to our members, including savings accounts, loans, and other banking products. Our mission is to help our members achieve their financial goals and build a secure financial future. Visit us today to learn more about how University Credit Union can serve your financial needs.
6250 SW 57th Ave, Coral Gables, FL 33143, United States
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