Business member resources in Coral Gables, Florida

Coastal Wealth - Coral Gables is a premier financial solutions firm located at 806 Douglas Road in Coral Gables, Florida, United States. We are committed to providing innovative, collaborative, and trusted financial services to our clients. Our team of experts is dedicated to upholding unwavering integrity, transparency, and ethical conduct in all aspects of our work. At Coastal Wealth, we offer tailored financial plans, investment strategies, and strategic tax planning to help you achieve your unique financial goals. Our approach is centered on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. We go above and beyond to ensure that your financial journey is aligned with your aspirations.

The Annex Building is a prestigious university located in Coral Gables, Florida, United States. This modern facility offers state-of-the-art classrooms, laboratories, and study spaces for students pursuing higher education. The Annex Building is known for its academic excellence, innovative research programs, and dedicated faculty members. Students at this institution have access to a wide range of resources and opportunities to help them succeed in their academic and professional endeavors. Whether you are interested in the arts, sciences, business, or technology, the Annex Building provides a supportive and enriching environment for students to thrive.

Trevor McLuskey, a financial advisor at Ameriprise Financial Services, LLC, located at 2 Alhambra Plaza in Coral Gables, Florida, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Trevor provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and updates ensure that strategies are adjusted as life changes and progress is tracked along the way. Clients have secure access to their investments and accounts from any device, allowing for easy monitoring of their financial goals. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers, putting clients and their goals at the forefront of their services. Those interested in a more confident financial future can schedule a complimentary initial consultation with Trevor McLuskey to discuss their financial needs. Investment products and advisory services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, with securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Trevor McLuskey is registered in states where securities business is conducted, as listed on FINRA's BrokerCheck website. The institution emphasizes privacy and security, with resources available on their website for clients to review. By referring friends or family members to Trevor McLuskey, clients can help others achieve their financial goals with the support of a trusted financial advisor.

RSM US LLP is a leading accounting and finance institution located at 2811 Ponce de Leon in Coral Gables, Florida, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM offers a dedicated team of experts and a robust research program to support clients in implementing strategic changes aligned with global industry trends. With a focus on providing insight into business issues and offering a wide range of services and global technical resources, RSM helps clients design solutions to drive their businesses forward. The institution values understanding, embracing digital tools for a better client experience, and empowering advisors to make confident decisions in the face of uncertainty.