TOP 30 Business planner in Miami, Florida

69 results found

The University of Miami Heckerling Institute on Estate Planning is a renowned institution located at 1311 Miller Drive in Coral Gables, Florida, United States. As a part of the university, this institute is dedicated to providing high-quality education and research in the field of estate planning. With a focus on cutting-edge strategies and best practices, the institute offers a wide range of programs and resources to help professionals stay current in this ever-evolving field. Whether you are a seasoned estate planner or just starting out in the industry, the University of Miami Heckerling Institute on Estate Planning is the perfect place to enhance your knowledge and skills.

MassMutual Miami, located at 1221 Brickell Avenue in Miami, Florida, is a leading finance and insurance agency known for being the most innovative, collaborative, and trusted financial solutions firm in the nation. As part of the Coastal Wealth family, they prioritize integrity, transparency, and ethical conduct, offering a wide range of services tailored to meet the evolving needs of their clients. Their dedicated team of associates, revered for their unmatched expertise, is committed to guiding clients through a personalized financial journey aligned with their aspirations. From comprehensive financial planning to strategic tax planning and beyond, Coastal Wealth goes above and beyond to ensure the financial well-being of their clients and their families.

Profit Planners Management Group is a leading finance institution located at 8925 Southwest 148th Street in Miami, Florida, United States. With a team of expert financial planners and advisors, we specialize in helping individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Profit Planners Management Group to help you navigate the complex world of finance and secure a prosperous financial future.

Miami 305 Travel is a premier travel agency located in Coral Gables, Florida. Our experienced team of travel experts is dedicated to providing personalized and unforgettable travel experiences to our clients. Whether you're looking to plan a relaxing beach getaway, an adventurous excursion, or a luxurious cruise, we have the knowledge and resources to make your dream vacation a reality. Visit us at 4769 Southwest 8th Street to start planning your next adventure with Miami 305 Travel.

Business First Travel is a premier travel agency located at 17011 North Bay Road in North Miami Beach, Florida. We specialize in providing top-notch travel services for business professionals, ensuring that their travel experience is seamless and stress-free. Our dedicated team of travel experts is committed to offering personalized service, competitive rates, and tailored travel solutions that meet the unique needs of our clients. Whether you are planning a business trip, corporate event, or team building retreat, Business First Travel is your go-to partner for all your travel needs. Contact us today to experience the difference of working with a trusted and reliable travel agency.

Flying Planner is a premier travel agency located at 1400 Northwest 107th Avenue in Miami, Florida. Our expert team of travel professionals is dedicated to helping you plan the perfect trip, whether it's for business or pleasure. From booking flights and accommodations to arranging transportation and activities, we handle all the details so you can relax and enjoy your journey. With personalized service and attention to detail, Flying Planner is your go-to destination for seamless travel planning. Contact us today to start planning your next adventure!

Easy Vacations Miami is a premier car rental and travel agency located at 18683 Collins Avenue in Sunny Isles Beach, Florida. Our team is dedicated to providing our customers with easy and stress-free vacation experiences. Whether you need a reliable rental car for exploring the vibrant city of Miami or assistance planning the perfect getaway, our friendly staff is here to help. With a wide selection of vehicles and expert knowledge of the best local attractions, Easy Vacations Miami is your one-stop shop for all your travel needs in sunny Florida. Visit us today and let us make your vacation dreams a reality.

5300 Chop House and Lounge is a signature restaurant located at The Blue, an all-suite condo-hotel in Miami, Florida. Situated on 17 lush acres next to the famous Blue Monster golf course, this establishment offers beautifully appointed Blue Suites, Deluxe One Bedroom Suites, and Three-Bedroom Villas. Guests can enjoy a serene swimming pool with a pool bar, as well as a full-service spa and 24-hour fitness center on site. The restaurant serves up delicious food and drinks, making it ideal for both leisure and business travelers. With nearly 3,500 square feet of event space, experienced event planners, and catering services, 5300 Chop House is the perfect venue for meetings, weddings, and special events. Additionally, credentialed employees receive discounts and free parking. Book your stay in advance to enjoy savings, and don't forget to take advantage of the daily direct booking discount. Whether you're looking to relax at the spa, host an event, or plan your dream wedding, 5300 Chop House and Lounge at The Blue has everything you need for a memorable stay in Miami.

Pauloluigi Italian Restaurant, located at 2859 Bird Avenue in Miami, Florida, is a renowned dining institution that has been serving the Coconut Grove community for over 35 years. Specializing in authentic Italian cuisine, our menu is a blend of traditional recipes and innovative dishes, all made with the finest ingredients and prepared to perfection. Open every day except Tuesdays, our hours during the COVID-19 crisis are Sun, Mon & Wed from 4PM to 10PM, Thurs from 11AM to 10PM, and Fri and Sat from 11AM to 11PM. Whether you're craving homemade pasta, savory chicken dishes, fresh salads, delicious pizzas, or decadent desserts, Pauloluigi has something for everyone.

The Madison Insurance & Financial Group is a reputable insurance agency located at 15190 Southwest 136th Street in Miami, Florida. With a commitment to providing top-notch insurance and financial services, our experienced team is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for insurance coverage for your home, car, or business, or need assistance with retirement planning or investment strategies, we are here to help. Trust The Madison Insurance & Financial Group for all your insurance and financial needs.

Florida One Kitchen Cabinets Inc. is a one-stop destination for all your kitchen cabinet needs. Located in Miami, Florida, our institution offers high-quality kitchen cabinets that are not only functional but also stylish. As a general contractor and home goods store, we provide a wide range of options to suit every taste and budget. Whether you are looking to renovate your kitchen or simply upgrade your cabinets, our store has everything you need. Visit us at 13888 Southwest 139th Court to explore our selection and transform your kitchen today.

Allied Paper Company is a premier store located in Miami, Florida. We offer a wide range of paper products and supplies for all your business and personal needs. Our knowledgeable staff is dedicated to providing excellent customer service and helping you find the perfect paper solutions. Visit us at 13741 Southwest 147 Avenue to explore our extensive selection of paper products and experience top-notch service at Allied Paper Company.

Lisa A. Baird, P.A. is a reputable law firm located at 10271 Sunset Drive in Miami, Florida. Specializing in various legal services, Lisa A. Baird, P.A. is dedicated to providing expert legal advice and representation to clients in need. With a strong focus on professionalism and client satisfaction, this institution is committed to delivering high-quality legal services tailored to meet the unique needs of each individual. Whether you are in need of legal advice, representation, or assistance with a legal matter, Lisa A. Baird, P.A. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Anastasia Mahone, Esq. is a reputable law firm located at 2424 North Federal Highway in Boca Raton, Florida, United States. Specializing in family law, personal injury, business formation, and estate planning, the firm proudly serves residents of Palm Beach, Broward, and Miami-Dade counties. The team at SHAMY, EL FADEL & MAHONE is dedicated to providing expert legal representation and guidance to clients throughout their legal proceedings. With over 50 years of combined legal experience, the attorneys and staff work together to ensure the best possible outcome for each client.

Gregory Denaro is a highly reputable law institution located in Coral Gables, Florida. With a prime location on 4500 s Lejuene Rd, this institution is known for its exceptional legal services and expertise in various areas of law. The team at Gregory Denaro is dedicated to providing top-notch legal representation and guidance to clients in need. Whether you require assistance with personal injury cases, family law matters, or any other legal issue, Gregory Denaro is the institution to turn to for reliable and professional legal support. Trust in their expertise and experience to help you navigate the complexities of the legal system with ease.

Financial Advisor Mo is a reputable finance institution located at 6187 Northwest 167th Street in Miami Lakes, Florida. Our team of experienced financial advisors are dedicated to providing personalized financial planning and investment advice to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Financial Advisor Mo is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

DC Financial Services, Inc. is a reputable finance institution located at 9830 Southwest 77th Avenue in Miami, Florida, United States. With a focus on providing high-quality financial services to individuals and businesses, DC Financial Services, Inc. offers a wide range of financial solutions including investment advice, wealth management, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how DC Financial Services, Inc. can help you reach your financial objectives.

Merrill Lynch Financial Advisor Pearce Klevan is a reputable finance institution located at 8840 Southwest 136th Street in Miami, Florida, United States. With a strong focus on providing personalized financial advice and guidance, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Pearce Klevan offers a wide range of services to meet your needs. Trust in their experience and expertise to help you navigate the complexities of the financial world and secure your financial future.

Mark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9150 South Dadeland Boulevard in Miami, Florida, United States. The institution offers a range of certifications and designations for their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics, ensuring that advisors are well-equipped to assist clients with their wealth management needs. The institution is dedicated to providing high-quality financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, estate planning, and more.

Richard A. Suss, CFP - UBS Financial Services Inc. is a prominent finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. As a Certified Financial Planner, Richard A. Suss and his team at UBS Financial Services Inc. offer a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, they provide expert advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Richard A. Suss, CFP - UBS Financial Services Inc. is dedicated to helping you secure a sound financial future.

CJL Capital LLC is a finance institution located at 18710 Southwest 107th Avenue in Miami, Florida, United States. With a commitment to integrity, quality, and value, CJL Capital has a history of fair and ethical business practices. Their innovative approach dates back to the 1950s and continues to thrive in today's technology-driven world. With three strong business segments, CJL Capital is positioned to provide excellent returns and high cash flow. Putting clients first, leading with exceptional ideas, and giving back are key principles that drive their success. Whether you're unsure about investing in today's economy or need guidance on creating a wealth strategy, CJL Capital is here to help. Choose a financial planner that has your best interests in mind and start building your future wealth today with CJL Capital LLC."

Merrill Lynch Financial Advisor Charu Narain is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Charu Narain has been with Merrill Lynch Wealth Management since 2005, bringing with her a wealth of experience in banking from various countries including India, Singapore, and South Korea. As a Wealth Management Advisor, Charu focuses on developing customized strategies for corporate executives, professionals, and business owners to help meet their total wealth management needs. Charu holds various certifications including the CERTIFIED FINANCIAL PLANNER™, CPWA®, and CPFA designations. She is dedicated to serving the community and is actively involved in the Women United Group of the United Way of Miami Dade. At Merrill Lynch Wealth Management, Charu believes in starting every relationship with a conversation to understand the client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Charu can build a personalized plan centered around the client's aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Charu can tailor the financial approach to align with the client's investing preferences and goals.

John L. Porro Jr., CFP is a finance institution located at 9415 Sunset Drive in Miami, Florida, United States. As a Certified Financial Planner, John L. Porro Jr. offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of John L. Porro Jr. to guide them towards financial success.

Merrill Lynch Financial Advisor Serre L. Murphy is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. With 31 years of experience in financial services, Serre Murphy specializes in working with amiable, reasonable clients who need and want help. As an advisor in Coral Gables, Serre welcomes clients from Coral Gables, Miami, greater Miami-Dade County, and beyond. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and objectives. Serre's team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service.

Total View Advisors is a finance institution located at 9155 South Dadeland Boulevard in Miami, Florida, United States. Our approach to financial planning goes beyond just managing your money. We believe in taking a holistic view of your life, considering your goals, aspirations, and responsibilities. By conducting a comprehensive review of your life, we tailor a plan to help you achieve your future objectives. At Total View Advisors, we are committed to building a personal connection with our clients to deliver financial guidance that fits their unique circumstances. Our team of dedicated professionals is focused on knowing you well and advising you on all matters related to your financial life.

Merrill Lynch Financial Advisor Joseph A. Gutierrez is a CERTIFIED FINANCIAL PLANNER™ professional, International Wealth Advisor, and Senior Vice President at Merrill Lynch Wealth Management in Miami, Florida. With over 25 years of experience in the financial services industry, Joseph provides personalized investment advice, guidance, and education to individuals, families, and businesses to help them grow and preserve their wealth. He prioritizes his clients' best interests and aims to deliver top-notch strategies and service to help them achieve their financial goals. Located at 701 Brickell Avenue, Joseph and his team at Merrill Lynch focus on building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create a customized plan centered on your goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Joseph and his team are dedicated to helping you pursue what matters most to you. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a tailored approach to address your financial needs and help you reach your goals. As your life and goals evolve, they will regularly review and adjust your financial approach to keep you on track. By getting to know you personally and understanding your priorities, Joseph can design and implement a personalized plan to manage investment risk and help you achieve your financial aspirations. Contact Merrill Lynch Financial Advisor Joseph A. Gutierrez in Miami, Florida, to start working towards your financial goals today.

Ana B. Garcia, CPA, MSA, CTP is a renowned accounting and finance institution located at 3801 Southwest 117th Avenue in Miami, Florida, United States. Specializing in proactive tax planning for real estate investors and high net worth individuals, Ana B. Garcia CPA offers expert services to help businesses increase their net worth by implementing effective tax reduction strategies. With over 17 years of accounting experience, Ana B. Garcia is a Certified Public Accountant, Certified Internal Auditor, and Certified Tax Planner with a wealth of knowledge in the industries of real estate and construction in both the United States and Canada. As a real estate investor herself, Ana B. Garcia is dedicated to helping clients achieve maximum savings using proven IRS strategies. Clients can fill out a webform to schedule an Intro Call where they will receive personalized findings and recommendations, along with an investment amount. Monthly all-inclusive tax planning packages start at $900 per month, ensuring ongoing support and assistance in tax planning.

Roger Oprandi is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 9350 South Dixie Highway in Miami, Florida, United States. Roger Oprandi holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and risk management. As a Certified Financial Planner™, Roger Oprandi upholds the highest standards of excellence in personal financial planning. With a focus on providing biblically wise financial advice, he is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or individual in need of comprehensive financial planning, Roger Oprandi is committed to providing tailored solutions to meet your needs. Contact him today to start planning for your financial future.

Manny Alonso - Raymond James is a finance institution located at 5975 Sunset Drive in South Miami, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, and wealth management. Their personalized approach and commitment to client satisfaction make them a trusted partner for individuals and businesses looking to achieve their financial goals. Visit Manny Alonso - Raymond James today to learn how they can help you secure your financial future.

Independent Financial Planning is a reputable finance and insurance agency located at 1901 Brickell Avenue in Miami, Florida, United States. Our dedicated team of expert financial advisors offers personalized and unbiased financial planning services to help individuals and businesses achieve their financial goals. With a focus on transparency and integrity, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Independent Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.