Client focused financial advice in Coral Gables, FL
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UBS International Division, Miami, FL - UBS Financial Services Inc.
● OpenUBS International Division in Miami, FL is a branch of UBS Financial Services Inc., a leading global financial institution. Located at 550 Biltmore Way in Coral Gables, Florida, this division offers a wide range of financial services to clients in the United States and around the world. With a focus on wealth management, investment banking, and asset management, UBS International Division provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are an individual investor, a corporate client, or a institutional investor, UBS International Division is committed to delivering exceptional service and innovative financial solutions.
550 Biltmore Way 10th Floor, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Alan G Kyle
● OpenMerrill Lynch Financial Advisor Alan G Kyle is a finance institution located at 355 Alhambra Circle in Coral Gables, Florida, United States. With a focus on providing personalized financial advice and services, the institution offers expertise in investment management, retirement planning, wealth preservation, and more. Clients can expect a high level of professionalism and dedication to helping them achieve their financial goals.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Frank Perez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank Perez is a financial advisor at Ameriprise Financial Services, LLC located at 2 Alhambra Plaza in Coral Gables, Florida, United States. Frank Perez holds several certifications 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®, CFP®, 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 demonstrate Frank Perez's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Frank Perez is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and client-centered solutions. Contact Frank Perez for expert financial advice tailored to your specific needs and goals.
2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, United States -
Frank Coussens - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank Coussens, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Alhambra Plaza in Coral Gables, Florida, is dedicated to providing personalized financial strategies for clients of all generations. With a focus on financial literacy and multi-generational planning, Frank ensures that every family member's goals are heard and addressed. As a member of Ameriprise Financial, Frank Coussens is committed to helping clients achieve financial wellness and confidence in their future. With a background in finance and qualifications available on FINRA's BrokerCheck website, Frank Coussens is a trusted advisor in the industry. Contact Frank Coussens for a complimentary initial consultation to start planning for a more secure financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Let Frank Coussens help you and your loved ones achieve your financial goals.
2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, United States -
Edward Jones - Financial Advisor: Nicolas Eterovic
● OpenEdward Jones - Financial Advisor: Nicolas Eterovic is a trusted financial institution located at 150 Alhambra Circle, Coral Gables, Florida. As a reputable finance firm, they provide personalized financial planning and investment services to help individuals achieve their financial goals. With a focus on building long-term relationships with their clients, Edward Jones - Financial Advisor: Nicolas Eterovic offers expert advice and guidance to help clients navigate the complex world of finance. Whether you are planning for retirement, saving for your children's education, or investing for the future, their team of experienced professionals is dedicated to helping you make informed decisions and secure your financial future.
150 Alhambra Cir STE 1170, Coral Gables, FL 33134, United States -
Luis Novo - TD Wealth Financial Advisor
● OpenLuis Novo - TD Wealth Financial Advisor is a trusted financial institution located at 255 Alhambra Circle in Coral Gables, Florida, United States. As a finance institution, we provide expert financial advice and services to help our clients achieve their financial goals. With a focus on wealth management and investment strategies, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Luis Novo - TD Wealth Financial Advisor is here to help you every step of the way.
255 Alhambra Cir, Coral Gables, FL 33134, United States -
Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenSandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2 Alhambra Plaza, Coral Gables, Florida, United States, is a prestigious institution specializing in finance. The advisors at Sandy Jukel hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a wide range of services, including portfolio management, financial planning for domestic partners, and specialized advice for seniors and those planning for retirement. Sandy Jukel also provides training and support for professionals in fields such as estate planning, exit planning, and long-term care planning. With a focus on ethical practices and comprehensive financial education, Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals with confidence and expertise.
2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, United States -
The Lowell Group - UBS Financial Services Inc.
● OpenThe Lowell Group - UBS Financial Services Inc. is a reputable finance institution located at 550 Biltmore Way in Coral Gables, Florida, United States. With a strong presence in the financial industry, they provide a wide range of services including wealth management, investment advice, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, The Lowell Group - UBS Financial Services Inc. is committed to providing top-notch financial services to individuals and businesses alike.
550 Biltmore Way, Coral Gables, FL 33134, United States -
Luis Guerrero - UBS Financial Services Inc.
● OpenLuis Guerrero - UBS Financial Services Inc. is a reputable finance institution located at 550 Biltmore Way in Coral Gables, Florida, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Luis Guerrero - UBS Financial Services Inc. is dedicated to providing personalized and tailored financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, this institution is committed to helping you make informed financial decisions.
550 Biltmore Way, Coral Gables, FL 33134, United States -
Hiromi Hanamura, CFP, CRPS - UBS Financial Services Inc.
● OpenHiromi Hanamura, CFP, CRPS - UBS Financial Services Inc. is a reputable financial institution located at 550 Biltmore Way in Coral Gables, Florida, United States. Specializing in providing comprehensive financial planning services, Hiromi Hanamura and her team offer expert advice and guidance to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, they strive to provide personalized solutions tailored to each client's unique needs. Trustworthy and experienced, Hiromi Hanamura, CFP, CRPS - UBS Financial Services Inc. is dedicated to helping individuals and families secure their financial future.
550 Biltmore Way, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Jean Paul Padilla
● OpenMerrill Lynch Financial Advisor Jean Paul Padilla is located at 355 Alhambra Circle, Coral Gables, Florida, United States. This institution offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jean Paul Padilla can help you create a flexible financial strategy in today's changing market conditions. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Jean Paul Padilla focuses on understanding your individual needs and aspirations to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. By engaging in conversations with clients, he helps identify and prioritize goals that matter most, whether it's planning for retirement, funding education, or transferring wealth to future generations.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Maria Figarola Arazoza
● OpenMerrill Lynch Financial Advisor Maria Figarola Arazoza is located at 355 Alhambra Circle, Coral Gables, Florida, United States. The Arazoza Group offers disciplined wealth management strategies and services using the full capabilities of Merrill and resources of Bank of America. They prioritize excellent service tailored to each client's unique investment needs and goals, building personal long-term relationships with clients and their families. Operating on principles of integrity, accountability, and transparency, they provide sound investment advice tailored to clients' needs in an investment universe without boundaries. Their financial planning process begins with understanding clients' goals, values, risk tolerance, time horizon, and liquidity needs. By creating a personalized plan rooted in the complexities of clients' lives, they aim to help clients pursue their financial goals at every stage of life. With convenient account access through MyMerrill®, clients can manage their investments securely and efficiently.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Jorge Maquilon
● OpenMerrill Lynch Financial Advisor Jorge Maquilon is located at 355 Alhambra Circle, Coral Gables, Florida, United States. As your Merrill advisor, Jorge can provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs. With over a decade of experience in international banking and wealth management, Jorge holds two Masters degrees in Business Administration and Finance. He is passionate about helping clients achieve their financial goals and enjoys volunteering in the community. At Merrill Lynch Wealth Management, Jorge focuses on understanding your priorities, goals, and aspirations to create a personalized financial plan that evolves with your changing needs. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, Jorge can tailor his approach to help you pursue what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, Jorge can assist you in managing, growing, and preserving your wealth for the future.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Gerardo E Moya
● OpenMerrill Lynch Financial Advisor Gerardo E Moya, located at 355 Alhambra Circle, Coral Gables, Florida, United States, is dedicated to helping clients plan for their financial future. The team works with clients to determine their investment style and identify personal goals that are meaningful to them. By understanding how clients think about investing, a comprehensive strategy is designed to help them make the most of their financial resources. The institution offers services such as managing health care expenses, planning for college, preparing for the sale of a business or purchase of a home, and passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach tailored to their financial needs.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Izquierdo Law Firm, P.A.
● OpenIzquierdo Law Firm, P.A. is a reputable law office located at 2655 South Le Jeune Road, Coral Gables, Florida, United States. Specializing in DUI and Criminal Defense cases, our experienced team is dedicated to vigorously defending clients facing a variety of charges such as DUI, probation violations, financial crimes, drug offenses, domestic violence, federal misconducts, and more. Led by criminal defense lawyer Daniel Izquierdo, our firm offers compassionate support and expert knowledge of the complex Florida legal system to help clients protect their rights. In addition to criminal defense, we also provide legal counsel for personal injury cases, ensuring that accident victims receive the justice and compensation they deserve. With a focus on domestic violence and sex crimes defense, our firm strives to alleviate the stress and anxiety that come with such serious charges. No matter the case, our goal is to offer clients a personalized and empowering relationship to navigate the legal process successfully. With a strong dedication to our clients, Izquierdo Law Firm, P.A. is committed to providing effective and zealous representation for those in need.
2655 S Le Jeune Rd #901, Coral Gables, FL 33134, United States -
Cypress Capital Advisors LLC
● OpenCypress Capital Advisors LLC is a finance institution located at 500 South Dixie Highway in Coral Gables, Florida, United States. With a focus on providing expert financial advice and investment solutions, Cypress Capital Advisors LLC is committed to helping clients achieve their financial goals and build wealth for the future. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring a comprehensive and strategic approach to financial planning. Trust Cypress Capital Advisors LLC to guide you towards a secure financial future.
500 S Dixie Hwy #202, Coral Gables, FL 33146, United States -
Iris Segui, LUTCF, CLU
● OpenIris Segui, LUTCF, CLU is a reputable financial institution located at 2655 South Le Jeune Road in Coral Gables, Florida, United States. Specializing in finance, Iris Segui offers expert advice and services in insurance and wealth management. With a focus on providing personalized solutions to meet each client's unique financial goals, Iris Segui is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for insurance coverage or investment strategies, Iris Segui, LUTCF, CLU is committed to providing top-notch financial services to help you achieve financial success.
2655 S Le Jeune Rd PH-2D, Coral Gables, FL 33134, United States -
Viyella Wealth Management Group of Raymond James
● OpenViyella Wealth Management Group of Raymond James is a prestigious finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. With a focus on providing personalized wealth management services, Viyella Wealth Management Group offers expert financial advice and investment strategies to help clients achieve their financial goals. With a reputation for excellence and a commitment to client satisfaction, Viyella Wealth Management Group is a trusted partner for individuals and families seeking to secure their financial future.
2333 Ponce de Leon Ste 500, Coral Gables, FL 33134, United States -
Daniel A. Aruca - Morgan Stanley
● OpenDaniel A. Aruca - Morgan Stanley is a finance institution located at 220 Alhambra Circle in Coral Gables, Florida, United States. Specializing in wealth management and investment services, this institution is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a focus on personalized service, Daniel A. Aruca - Morgan Stanley is committed to providing top-notch financial advice and solutions to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, this institution is here to help you every step of the way.
220 Alhambra Cir 10th Floor, Coral Gables, FL 33134, United States -
Margaret Starner - Raymond James
● OpenMargaret Starner - Raymond James is a finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. The Starner Group's primary goal is to make a positive and enduring difference in the lives of their clients. With over four decades of experience, they focus on client satisfaction and creating personalized financial plans that enable clients to lead fulfilling lives. The institution believes in ongoing financial planning and offers unlimited access to financial expertise and concierge-level services. Clients can expect guidance on a range of topics including estate planning, 529 accounts, longevity planning, and more. Margaret Starner provides insights on developments that impact the community, the world, and clients' portfolios. The institution believes in the power of ongoing advice and commitment to optimizing results for clients.
2333 Ponce de Leon 5th Floor, Coral Gables, FL 33134, United States -
Phil Wengrovitz - Raymond James
● OpenPhil Wengrovitz - Raymond James is a reputable finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. With a focus on providing personalized financial services to clients, they offer a wide range of investment options and financial planning solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Phil Wengrovitz - Raymond James is committed to providing top-notch service and expert advice.
2333 Ponce de Leon, Coral Gables, FL 33134, United States -
The Longview Horizon Group - Morgan Stanley
● OpenThe Longview Horizon Group at Morgan Stanley is a leading finance institution located at 220 Alhambra Circle in Coral Gables, Florida, United States. Our team of experienced professionals provides a wide range of financial services and expertise to help our clients achieve their long-term financial goals. With a focus on personalized solutions and strategic planning, we are dedicated to helping our clients navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
220 Alhambra Cir 10th Floor, Coral Gables, FL 33134, United States -
Elaine King
● OpenElaine King is a reputable finance institution located at 4531 Ponce de Leon in Coral Gables, Florida, United States. With a focus on providing expert financial services and guidance, Elaine King assists clients in managing their wealth, investments, and financial goals. The institution is known for its personalized approach, attention to detail, and commitment to helping clients achieve financial success. Whether you are looking for investment advice, retirement planning, or wealth management services, Elaine King is dedicated to helping you secure a stable financial future.
4531 Ponce de Leon STE 200, Coral Gables, FL 33146, United States -
Barkow Ginsburg Wealth Management Group of Raymond James
● OpenBarkow Ginsburg Wealth Management Group of Raymond James is a leading financial institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the highest level of service and support. Trust Barkow Ginsburg Wealth Management Group of Raymond James to help you secure your financial future.
2333 Ponce de Leon 5th Floor, Coral Gables, FL 33134, United States -
T&L Wealth Advisory of Raymond James
● OpenT&L Wealth Advisory of Raymond James is a premier financial institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term investment strategies and expert financial planning, we are dedicated to helping our clients build and preserve their wealth. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2333 Ponce de Leon Ste 500, Coral Gables, FL 33134, United States -
Roberto Incera - Raymond James
● OpenRoberto Incera - Raymond James is a reputable finance institution located at 2100 Salzedo Street in Coral Gables, Florida, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in investment strategies, wealth management, and financial planning. Clients can expect personalized advice and tailored solutions to help them achieve their financial goals. The team at Roberto Incera - Raymond James is dedicated to providing exceptional service and guidance to individuals and businesses seeking to grow and protect their assets.
2100 Salzedo St # 301A, 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 -
Susan Rutrough - Raymond James
● OpenSusan Rutrough - Raymond James is a finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. With a focus on providing comprehensive financial services and investment advice, the experienced team at Susan Rutrough - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the professionals at this institution are committed to providing personalized solutions tailored to your individual needs. Trust Susan Rutrough - Raymond James to guide you towards a brighter financial future.
2333 Ponce de Leon Ste 500, Coral Gables, FL 33134, United States -
MAXIMAI Investment Partners
● OpenMAXIMAI Investment Partners is a leading finance institution located at 500 South Dixie Highway in Coral Gables, Florida, United States. With a focus on providing innovative investment solutions and personalized financial services, MAXIMAI offers a range of services for individuals and businesses looking to grow and protect their wealth. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and expert advice. Whether you are looking to invest for the future, manage your assets, or plan for retirement, MAXIMAI Investment Partners is committed to providing exceptional service and tailored solutions to meet your needs.
500 S Dixie Hwy Suite 301, Coral Gables, FL 33146, United States -
U.S. Bank - Private Wealth Advisor: Ygnacio Garcia
● OpenU.S. Bank - Private Wealth Advisor: Ygnacio Garcia is a prestigious financial institution located at 2525 Ponce de Leon in Coral Gables, Florida. As a private wealth advisor, Ygnacio Garcia provides personalized financial services and expert advice to high-net-worth individuals, families, and businesses. With a focus on wealth management, investment strategies, and financial planning, clients can trust in the expertise and professionalism of U.S. Bank to help them achieve their financial goals.
2525 Ponce de Leon STE 300, Coral Gables, FL 33134, United States
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