Comprehensive investment management in Miami, FL
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Sonya Gelb - Raymond James
● OpenSonya Gelb - Raymond James is a finance institution located at 1691 Michigan Avenue in Miami Beach, Florida, United States. With a focus on providing personalized financial services, Sonya Gelb - Raymond James offers a range of investment and wealth management solutions tailored to each client's individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced team at Sonya Gelb - Raymond James is dedicated to helping you achieve financial success. Visit their office today to learn more about their comprehensive financial services.
1691 Michigan Ave STE 250, Miami Beach, FL 33139, United States -
Bank of America Private Client Advisor Jose Pujol
● OpenBank of America Private Client Advisor Jose Pujol, located at 701 Brickell Avenue in Miami, Florida, is a finance institution dedicated to serving high-net-worth individuals, families, and businesses. Senior Vice President Jose Pujol takes pride in simplifying the complex financial lives of his clients by providing personalized strategies to help pursue their financial goals. With extensive experience in areas such as capital-raising, cash management, and wealth transfer, Jose offers strategic guidance on credit and lending opportunities, tax minimization, trust and estate planning, and more. By working closely with clients and their advisors, Jose develops customized strategies tailored to their specific needs and priorities. As a part of Bank of America Private Bank, Jose and his team provide a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial objectives. From preserving wealth to planning for future growth, the institution is dedicated to making clients' goals a top priority. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate the complexities of the financial landscape and provide a bridge across generations.
701 Brickell Ave, Miami, FL 33131, United States -
Lloyd Crescendo Advisors LLC
● OpenLloyd Crescendo Advisors LLC is a leading financial institution located at 1450 Brickell Avenue in Miami, Florida, United States. With a team of experienced financial advisors, we provide personalized and comprehensive financial services to help our clients achieve their financial goals. From investment management to retirement planning, we offer a wide range of services to meet our clients' needs. Trust Lloyd Crescendo Advisors LLC to guide you towards financial success.
1450 Brickell Ave Suite 2780, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Anthony Scicchitano
● OpenMerrill Lynch Private Wealth Advisor Anthony Scicchitano, located at 701 Brickell Avenue in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. Torre Scicchitano & Associates is dedicated to providing a high-quality wealth planning experience that simplifies the complexities of financial life. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. The institution has been recognized on the Forbes "Best-in-State Wealth Advisors" list, showcasing their commitment to exemplary client service. They offer strategies designed to help clients achieve their goals, whether they are individuals, families, business owners, or executives. Clients have access to personalized services and global resources, with a focus on cultural sensitivity and understanding for clients from diverse backgrounds.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Max A Figueroa
● OpenMerrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Fernando A Coello de Portugal
● ClosedMerrill Lynch Financial Advisor Fernando A Coello de Portugal is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. As part of the New York International Group, we believe in building strong relationships through teamwork and involvement. Our advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America to provide you with comprehensive financial advice and guidance. Our mission is to understand you and your financial goals, asking thoughtful questions and listening carefully to create a personalized plan to help you pursue your aspirations while managing investment risk. We focus on potential solutions that can turn your goals into reality, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations.
701 Brickell Ave 10th floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Nelson L. Hernandez
● ClosedMerrill Lynch Financial Advisor Nelson L. Hernandez, located at 701 Brickell Avenue in Miami, Florida, offers a comprehensive approach to financial planning. With a focus on connecting all aspects of your financial life to help you prioritize and pursue your goals, Nelson L. Hernandez provides access to the investment resources of Merrill and the banking convenience of Bank of America. With a background in Economics and Political Science, as well as an MBA in Finance and Accounting, Nelson L. Hernandez has been in the financial services industry since 2014 and joined Merrill in 2022. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your goals is developed. The advisors at Merrill understand that life and goals change, and they have the tools to help you track these changes and adjust your financial approach accordingly.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
The Carey Group - UBS Financial Services Inc.
● OpenThe Carey Group - UBS Financial Services Inc. is a reputable finance institution located at 100 Southeast 2nd Street in Miami, Florida. As a part of UBS Financial Services Inc., they offer a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, they provide personalized financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Carey Group - UBS Financial Services Inc. is committed to helping you achieve financial success.
100 SE 2nd St # 2500, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Mario Black
● ClosedMerrill Lynch Financial Advisor Mario Black is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Mario Black, a Chartered Financial Analyst, is dedicated to providing excellent service and personalized investment strategies tailored to your goals and priorities. With Merrill Personal Wealth Analysis™, Mario can help you build a personalized plan focused on what you want to achieve. By understanding what matters most to you, Mario can help you manage, grow, and preserve your wealth while also considering the impact for years to come. The institution offers a range of financial solutions and investment insights to help you achieve your goals. Mario Black is registered to do business in DE, FL, and WY. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals. With a dedicated advisor by your side, you can receive personalized strategies and comprehensive financial solutions to help you live your best financial life.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Enrique Falla
● ClosedMerrill Lynch Financial Advisor Enrique Falla is located at 200 South Biscayne Boulevard in Miami, Florida. Enrique Falla, Jr. is a Senior Vice President International Wealth Advisor with over 14 years of experience in financial and sales management. He specializes in working with high net worth families and their businesses, drawing on his extensive multinational background. Enrique holds an MBA in International Business and a BA in Business Administration from the University of Miami. He is actively involved in the community and values building personalized financial plans centered on individual goals. With a focus on understanding clients' priorities and evolving needs, Enrique offers tailored investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. Whether planning for retirement, saving for education, or managing wealth transfer, Enrique is dedicated to helping clients achieve their financial goals. Through ongoing communication and adjustments to financial approaches, Enrique aims to guide clients through life's changes and market fluctuations. As a registered advisor in multiple states, Enrique Falla is committed to providing personalized service and investment insights to help clients live their best financial life.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Guy Gustavo Loret-de-Mola
● ClosedMerrill Lynch Financial Advisor Guy Gustavo Loret-de-Mola, located at 701 Brickell Avenue in Miami, Florida, is a finance institution supported by the global resources of Merrill. Comprised of talented and experienced individuals, the institution is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. Through conversations, the advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, customizing your financial approach, or providing advice to help you stay informed.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Manuel Coroalles, CFP - UBS Financial Services Inc.
● OpenManuel Coroalles, CFP - UBS Financial Services Inc. is a reputable finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. With a team of experienced professionals, they offer comprehensive financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Manuel Coroalles, CFP - UBS Financial Services Inc. is dedicated to providing personalized and tailored solutions to meet the unique needs of each client. Trustworthy and reliable, they are committed to helping individuals and families secure their financial future.
100 SE 2nd St Suite 2400, Miami, FL 33131, United States -
Pioneer Family Office
● ClosedPioneer Family Office is a premier finance institution located at 3323 Northeast 163rd Street in North Miami Beach, Florida. As a leading family office, we provide comprehensive financial services tailored to meet the unique needs of high-net-worth individuals and families. Our team of experienced professionals offers personalized wealth management, investment advisory, estate planning, and tax optimization strategies to help our clients achieve their financial goals. With a focus on integrity, transparency, and excellence, Pioneer Family Office is dedicated to providing exceptional service and value to our clients.
3323 NE 163rd St #404, North Miami Beach, FL 33160, United States -
Inteam Financial Services Inc
● ClosedInteam Financial Services Inc is a reputable financial institution located at 734 Northeast 167th Street in Miami, Florida. With a strong focus on providing top-notch financial services to individuals and businesses, Inteam Financial Services Inc offers a wide range of financial solutions including wealth management, investment planning, retirement planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Inteam Financial Services Inc is committed to providing personalized and comprehensive financial advice tailored to your specific needs.
734 NE 167th St, Miami, FL 33162, United States -
Merrill Lynch Financial Advisor Corey B. Daniels
● ClosedMerrill Lynch Financial Advisor Corey B. Daniels, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Corey can create a flexible strategy tailored to today's market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, Corey is committed to helping you pursue your goals through personalized wealth management strategies. Corey Daniels follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, Corey can build a personalized plan centered on your goals and aspirations. By focusing on what matters most to you - whether it's transferring wealth, planning for retirement, or funding a child's education - Corey works to develop a financial approach that aligns with your values and priorities.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Gerald M. Broucek
● ClosedMerrill Lynch Financial Advisor Gerald M. Broucek is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. With over 30 years of experience in the financial services industry, G.M. Broucek offers a comprehensive approach to managing wealth by listening to clients' needs and ensuring that every strategy is tailored to their long-term financial goals. G.M. Broucek holds a degree in Economics and Finance from the University of Michigan and an MBA with a concentration in Marketing and Accounting from the University of Miami. He provides access to Merrill's investment insights and Bank of America's banking convenience to address various aspects of clients' financial lives. G.M. Broucek is passionate about delivering excellent service and helping clients pursue their goals. He is actively involved in the community through coaching local athletics programs and enjoys boating, fishing, golfing, and playing tennis. Merrill Personal Wealth Analysis™ is offered to build a personalized plan centered on clients' goals. The institution focuses on understanding clients' priorities, family, and goals to provide customized financial solutions. By utilizing the Investment Personality Assessment, G.M. Broucek can tailor financial approaches to help clients pursue their objectives. The institution emphasizes maintaining a one-on-one relationship with clients to help them navigate financial complexities and achieve their goals. With a commitment to understanding clients' needs and priorities, Merrill Lynch Financial Advisor Gerald M. Broucek aims to provide personalized investment strategies and comprehensive financial solutions.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Jan S Zambrano
● ClosedMerrill Lynch Financial Advisor Jan S Zambrano is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. At our institution, we understand that your life is about more than just investments. We offer highly personalized, boutique-like services and goals-based wealth management strategies for your financial life. Jan S Zambrano, Wealth Management Advisor, Assistant Vice President, has been in the financial services industry since 2013, and he can assist you in building a wealth management strategy tailored to your individual needs. Our team focuses on delivering a comprehensive approach to managing wealth, starting with listening to your goals and helping you make informed decisions as you develop your strategy. We offer Merrill Personal Wealth Analysis™ to build and document a personalized plan centered around your goals. As your Merrill advisor, Jan takes the time to understand what's important to you so he can provide personalized investment strategies based on your priorities, risk tolerance, time horizon, liquidity needs, and goals. Our goal is to help you achieve your financial goals, including those related to your preferred lifestyle and securing a lasting legacy.
8840 SW 136th St, Miami, FL 33176, United States -
Alvaro Uribe - Morgan Stanley
● OpenAlvaro Uribe - Morgan Stanley is a prestigious finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. With a strong reputation for providing top-notch financial services, Alvaro Uribe - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for financial planning, investment advice, or asset management, Alvaro Uribe - Morgan Stanley is committed to providing personalized and comprehensive financial solutions to meet your needs.
9130 S Dadeland Blvd Ste 1702, Miami, FL 33156, United States -
Pronto Income Tax
● ClosedPronto Income Tax, located at 7360 Coral Way in Miami, Florida, is a trusted institution specializing in accounting and finance services. Our dedicated team is committed to maximizing your business's finances through reliable and easy-to-use accounting services. We understand the unique financial needs of each client and strive to provide customized solutions that meet your specific goals with precision and expertise. Whether you are a professional in the real estate industry or an individual seeking personalized financial solutions, Pronto Income Tax is here to help. Our expertise in real estate accounting software allows us to efficiently manage property transactions, optimize investments, and ensure compliance with industry regulations. We are your comprehensive solution for navigating the intricacies of property transactions and maximizing deductions tailored to your unique needs.
7360 Coral Wy Suite 21, Miami, FL 33155, United States -
Cedric D. Alexander - Morgan Stanley
● OpenCedric D. Alexander - Morgan Stanley is a leading financial institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. As a branch of Morgan Stanley, a global leader in wealth management and financial services, Cedric D. Alexander offers a wide range of financial solutions and expertise to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment advice, wealth management services, and financial planning to clients in the Miami area and beyond. Trust Cedric D. Alexander - Morgan Stanley for all your financial needs.
200 S Biscayne Blvd Ste 1100, Miami, FL 33131, United States -
The Carvalho-Yates Group - Morgan Stanley
● OpenThe Carvalho-Yates Group at Morgan Stanley is a leading financial institution located at 200 South Biscayne Boulevard in Miami, Florida. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to clients. The team at The Carvalho-Yates Group is dedicated to providing personalized and comprehensive financial planning strategies to help clients achieve their financial goals. With a focus on integrity and professionalism, The Carvalho-Yates Group at Morgan Stanley is committed to delivering top-tier financial services to individuals, families, and businesses in the Miami area and beyond.
200 S Biscayne Blvd 14th Floor, Miami, FL 33131, United States -
Eric Hirsch - Morgan Stanley
● OpenEric Hirsch - Morgan Stanley is a prestigious finance institution located at 1691 Michigan Avenue in Miami Beach, Florida, United States. With a strong reputation for excellence and expertise in financial services, Eric Hirsch - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning services, Eric Hirsch - Morgan Stanley is committed to providing personalized and comprehensive financial solutions tailored to your specific needs.
1691 Michigan Ave Suite 550, Miami Beach, FL 33139, United States -
Financial Solutions MSC Corp.
● OpenFinancial Solutions MSC Corp. is a leading finance institution located at 848 Brickell Avenue in Miami, Florida. Our team of experienced professionals is dedicated to providing comprehensive financial solutions to meet the needs of our clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, we are here to help. With a commitment to excellence and a focus on personalized service, Financial Solutions MSC Corp. is the trusted partner you need for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
848 Brickell Ave, Miami, FL 33131, United States -
United Accounting and Financial Services, LLC
● ClosedUnited Accounting and Financial Services, LLC is a leading institution specializing in accounting and finance services, located at 333 Southeast 2nd Avenue in Miami, Florida, United States. With a commitment to simplifying accounting for individuals and companies nationwide, our top priority is earning client satisfaction. We are excited to announce the expansion of our services to businesses in Florida, with an additional office in the Wells Fargo Plaza building in Miami’s bustling business district. Our team of experts stays up-to-date on federal and state tax laws to provide top-tier support and ensure compliance with the highest business standards. Whether you need assistance with personal income tax returns, corporate income taxes, or facing an audit from the IRS, we are here to help. Our CPAs, EA’s, and lawyers have the knowledge and experience to handle any scenario with confidence.
333 SE 2nd Ave 20th Floor - #401, Miami, FL 33131, United States -
VLA Financial Services
● ClosedVLA Financial Services is a leading accounting and finance institution located at 20435 Northwest 23rd Avenue in Miami Gardens, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we have the expertise to help you reach your financial goals. Contact us today to schedule a consultation and see how VLA Financial Services can help you secure a strong financial future.
20435 NW 23rd Ave, Miami Gardens, FL 33056, United States -
Ready tax Corp
● ClosedReady Tax Corp is a leading accounting and finance institution located at 12855 Southwest 136th Avenue in Miami, Florida, United States. With a team of experienced professionals, Ready Tax Corp offers a wide range of services to help individuals and businesses manage their financial needs effectively. From tax preparation to financial planning, the institution is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you need assistance with tax filing or investment strategies, Ready Tax Corp is here to help you achieve your financial goals.
12855 SW 136th Ave, Miami, FL 33186, United States -
EZrentEZsale
● OpenEZrentEZsale is a reputable real estate agency located at 10201 West Sample Road in Coral Springs, Florida. Specializing in the South Florida tri-county area of Palm Beach, Broward, and Miami-Dade counties, our extensive catalog features a variety of rental options including apartments, condos, townhomes, and duplexes in popular cities such as Coral Springs, Margate, Coconut Creek, Tamarac, and North Lauderdale. With a focus on providing quality rental properties and facilitating seamless transactions for both buyers and sellers, EZrentEZsale offers a comprehensive selection of residential properties, rent-to-own options, and property management services. Our user-friendly website allows for easy property searches and access to up-to-date rental and sales information, ensuring a fair and prosperous rental environment for all future residents of South Florida. Visit EZrentEZsale today to find your dream home or investment property in the Sunshine State.
10201 W Sample Rd, Coral Springs, FL 33065, United States -
Keys Gate Realty, Inc.
● ClosedKeys Gate Realty, Inc. is a premier real estate agency located at 888 Southwest 152nd Avenue in Homestead, Florida, United States. With over 25 years of experience in Homestead, The Redlands, and surrounding areas of Miami and South Florida, our team of experienced agents and brokers are dedicated to helping you achieve your real estate goals. Whether you are looking to sell your home, buy a new property, or rent residential or commercial space, we are here to assist you every step of the way. Our services also include property management and relocation assistance, ensuring that all your real estate needs are met with professionalism and expertise. Our team excels at finding creative solutions to any challenges that may arise during the buying or selling process, making the experience as smooth and stress-free as possible.
888 SW 152nd Ave, Homestead, FL 33035, United States -
Income Realty Corporation
● ClosedIncome Realty Corporation is a premier property management institution located at 17891 South Dixie Highway in Miami, Florida, United States. Our expert team specializes in maximizing your return on investment through strategic marketing, extensive tenant screening, and timely rent collection. We handle all aspects of property management, including inspections, maintenance, and financial reporting, to ensure your investment is well-cared for. Our comprehensive services also include marketing your rentals on top real estate websites to minimize vacancies and find the best fit for your property. With our commitment to legal compliance, preventative maintenance, and transparent financial reporting, you can trust that your Miami area investment is in good hands. Contact us today for more information on how we can help you maximize your investment potential.
17891 S Dixie Hwy #200b, Miami, FL 33157, United States -
CGI Realty
● ClosedCGI Realty is a trusted general contractor and real estate agency located at 1159 Royal Palm Beach Boulevard in Royal Palm Beach, Florida. Specializing in property success in Miami and Florida, CGI Realty is your preferred partner for all your real estate needs in Palm Beach County. Whether you are looking to buy, sell, rent, or become a top agent, CGI Realty is here to guide you through the process with expert services. When it comes to selling your property in West Palm Beach, CGI Realty is dedicated to making the process seamless for you. Our team works tirelessly to list your property, attract reliable buyers, and ensure a swift and efficient sale. We understand the importance of your investment and our top agents will showcase all the standout features of your property to maximize its value.
1159 Royal Palm Beach Blvd, Royal Palm Beach, FL 33411, United States
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