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TOP 30 Custom financial solutions in South Miami, FL
30 results found
A convenient service for searching for businesses, places and services
South Florida Insurance Brokers
South Florida Insurance Brokers, located at 3590 Coral Way in Miami, Florida, is a health insurance agency dedicated to providing professional and ethical service to meet the insurance needs of individuals and businesses. With 22 years of experience, our independent agency specializes in offering the best Medicare plans tailored to each client's specific requirements, ensuring complete satisfaction. At South Florida Insurance, customer satisfaction is our top priority. We offer free insurance analysis consultations where we discuss your personal and business insurance needs in a quick, courteous, and professional manner. Our team of experts can provide consulting on an hourly basis or work through the entire insurance application process, depending on your preferences and level of knowledge.
USA Sports Therapy Midtown Miami
USA Sports Therapy Midtown Miami is a top sports and regenerative medicine center located at 3415 Northeast 2nd Avenue in Miami, Florida. Our team of diverse doctors collaborate to provide personalized treatment plans for patients, including medical, alternative, and regenerative options. With over 15 years of experience, our trustworthy doctors have helped South Floridians improve their quality of life by alleviating pain and getting them back to doing what they love. We have worked with professional and Olympic athletes, giving us access to the most up-to-date treatments available worldwide. Our Brickell clinic, located in the heart of the city's financial center, offers the best care for physical therapy, regenerative medicine, and chiropractic services. Our modern facility specializes in the latest health and wellness treatments, including dry needling, IV hydration therapy, PRP/stem cell injections, and more. Our bilingual staff provides a comprehensive range of services that most doctors, chiropractors, and physical therapists do not offer. Visit USA Sports Therapy Midtown Miami for cutting-edge, state-of-the-art pain and health solutions.
TFG Financial Advisors
TFG Financial Advisors is a leading financial institution located at 7900 Red Road in South Miami, Florida. Specializing in finance, our team of experienced advisors offers personalized financial planning and investment solutions to help our clients achieve their financial goals. With a commitment to excellence and a focus on customer service, TFG Financial Advisors is dedicated to providing expert advice and guidance to individuals and businesses alike. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor Charu Narain
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.
Merrill Lynch Financial Advisor Michael Romanchuk
Merrill Lynch Financial Advisor Michael Romanchuk, located at 200 South Biscayne Boulevard in Miami, Florida, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes and Barron's for their outstanding wealth management services, the advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and banking solutions from Bank of America, the team works closely with clients to design and implement personalized financial plans to help them pursue their goals while managing investment risk. By understanding each client's unique needs and priorities, the advisors at Merrill Lynch create customized investment approaches that reflect their personality and life priorities. With a focus on ongoing communication and monitoring, the team helps clients stay on track to achieve their financial goals. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Michael Romanchuk is committed to helping clients live their best financial life.
Merrill Lynch Financial Advisor Glenn C Feigin
Merrill Lynch Financial Advisor Glenn C Feigin is a prestigious financial institution located at 200 South Biscayne Boulevard, Miami, Florida, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Glenn C Feigin and his team at The Feigin Group provide personalized advice and guidance to business owners and affluent families, utilizing the resources available at Merrill and Bank of America. The team offers a wide range of proprietary and non-proprietary products and services, blending customized strategies to pursue unique financial objectives.
Merrill Lynch Financial Advisor Paul Greyson
Merrill Lynch Financial Advisor Paul Greyson is located at 200 South Biscayne Boulevard in Miami, Florida, United States. Paul works with an exclusive group of Ultra-High-Net-Worth investors and investment managers, drawing from his firsthand experience in working with UHNW families and as an independent investment manager. He believes in treating all clients as if they are members of his own family, understanding the complexities of building significant wealth. With a background in launching and managing a hedge fund and working as an Analyst for Morgan Stanley, Paul graduated from Northwestern University with a B.S. in Communications Studies. Outside of work, he enjoys playing racquet sports, exploring new restaurants in Miami, and collecting art. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans centered on clients' goals and aspirations. Paul's mission is to understand each client individually, asking thoughtful questions and designing personalized plans to help them achieve their financial objectives while managing investment risk. By focusing on potential solutions tailored to each client's unique circumstances, Paul aims to turn goals into reality.
Merrill Lynch Financial Advisor Jorge A Gonzalez
securities or other financial instruments. The information provided does not take into account your particular investment objectives, financial situation or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. The Merrill Lynch Financial Advisor Jorge A Gonzalez institution, located at 200 South Biscayne Boulevard in Miami, Florida, offers personalized financial strategies tailored to clients' goals and objectives. With a background in finance and marketing, Jorge Gonzalez is dedicated to building enduring client relationships and providing honest guidance. He works with high-net-worth families to help them accumulate, preserve, and transfer wealth through portfolio and liability management.
Rocade Solutions, LLC
Rocade Solutions, LLC is a leading accounting and finance institution located at 3741 South Le Jeune Road in Miami, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Contact us today to learn more about how Rocade Solutions can help you manage your finances effectively.
Bayshore Restaurant Management
Bayshore Restaurant Management is a renowned institution located at 2550 South Bayshore Drive in Miami, Florida, United States. Specializing in food and restaurant management, this institution is dedicated to providing top-notch training and education for individuals looking to excel in the culinary industry. With a focus on quality service, innovative menu development, and efficient operations, Bayshore Restaurant Management is the perfect place to hone your skills and launch a successful career in the food service industry. Join us and take your passion for food to the next level!
IVFMD
IVFMD is a renowned fertility center located at 7300 Southwest 62nd Place in South Miami, Florida, United States. Our dedicated team is committed to helping individuals and couples on their journey to parenthood. We understand the importance of personalized care and offer a unique approach to fertility treatment, resulting in high success rates. At IVFMD, we prioritize the safety of our patients and staff. To ensure a comfortable and efficient experience, we ask that you schedule an appointment for picking up vitamins, positive surges, and other services. Your well-being is our top priority.
United Insurance & Investments
United Insurance & Investments is a reputable health insurance agency located at 11767 South Dixie Highway in Miami, Florida. We specialize in providing comprehensive insurance solutions to individuals and families, ensuring that they have access to the best healthcare options available. Our experienced team of professionals is dedicated to helping clients navigate the complex world of insurance and investments, guiding them towards financial security and peace of mind. With a commitment to excellent customer service and personalized attention, United Insurance & Investments is the trusted choice for all your insurance needs.
Great American Insurance Co
Great American Insurance Co, located in South Miami, Florida, is a trusted insurance agency that has been serving customers for over 150 years. Specializing in providing personalized coverage for businesses, they offer peace of mind and assurance that they will meet their obligations to you. With expertise in niche industries such as farming, construction, community improvement, commercial transportation, manufacturing, and equine mortality, they provide tailored solutions that you won't find anywhere else. Their Claims professionals are experts in their markets, ensuring that you receive the support you need when making a claim. With a strong foundation of integrity, financial strength, and outstanding service, Great American Insurance Co is a company where you can start or grow your career with over 7,500 employees. As a member of American Financial Group, Inc., they are committed to providing top-notch service and support to their customers.
Benefits Design Resources, Inc.
Benefits Design Resources, Inc. is a local insurance agency located at 407 Lincoln Road in Miami Beach, Florida, serving the South Florida market since 2005. With over 35 years of insurance experience, our goal is to provide clients with peace of mind and financial security. Our experienced insurance broker, Bill Warren, has worked for industry-leading companies such as Travelers, UnitedHealthcare, Florida Blue, and Humana, bringing valuable knowledge, experiences, and connections to our customers. Bill Warren holds a BA in Business Administration from Virginia State University, an MBA from the University of Miami, and is a Certified Employee Benefit Specialist. At Benefits Design Resources, we strive to exceed customer expectations and welcome accountability for our insurance recommendations. Each recommendation is carefully evaluated to ensure it meets the unique needs and expectations of every client. Trust Benefits Design Resources for personalized insurance solutions tailored to your individual circumstances.
Insurance | Annuities | Life | Health | JC Jimenez of Anthem Risk Management
Insurance | Annuities | Life | Health | JC Jimenez of Anthem Risk Management is a leading insurance agency located at 200 South Biscayne Boulevard, Miami, Florida, United States. Specializing in providing comprehensive insurance solutions for business owners and individuals seeking financial independence to retire early, our team at Anthem Advisors is dedicated to helping you navigate life's complex financial decisions. With a focus on personalized financial planning and risk management, we offer a range of insurance products including annuities, life insurance, and health insurance to meet your specific needs. Our experienced financial advisors, backed by the latest technology in a Multi-Family Office, are here to guide you towards achieving your financial goals with confidence.
Fuoco Group and TFG Related Entities
Fuoco Group and TFG Related Entities, located at 7900 Red Road in South Miami, Florida, offers a comprehensive range of accounting, finance, and business consulting services. Since 1996, our team of Certified Public Accountants has been providing companies across America with expert accounting, audit, tax, and financial advisory services. Our portfolio includes TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors, offering specialized services such as financial planning, asset protection, management consulting, and more. We understand the unique financial challenges faced by individuals, families, entrepreneurs, and business owners, and our team is dedicated to providing innovative solutions tailored to meet your specific goals. Whether you're looking for tax-saving strategies, comprehensive financial management, or customized financial solutions, we are here to help you make informed decisions and build your legacy.
Morgan Stanley Private Wealth Advisors
Morgan Stanley Private Wealth Advisors is a prestigious finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing personalized wealth management services to high-net-worth individuals, families, and organizations, their team of experienced advisors offers tailored investment strategies, financial planning, and comprehensive wealth management solutions. Clients can expect a high level of expertise, discretion, and personalized service to help them achieve their financial goals and secure their financial future.
The Sawyer Group - Morgan Stanley
The Sawyer Group - Morgan Stanley is a renowned finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a strong reputation for excellence in financial services, The Sawyer Group - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals provides personalized advice and tailored strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your assets, plan for retirement, or manage your portfolio, The Sawyer Group - Morgan Stanley is dedicated to providing top-notch service and expertise.
Bear Atlantic Group
Bear Atlantic Group is a finance institution located at 3250 Northeast 1st Avenue in Miami, Florida, United States. Our experienced team leverages actionable data to enhance acquisitions, optimize infrastructure, and drive superior outcomes for businesses. We specialize in solving complex business questions with decisive action and achieving sustainable results. Our services include evaluating, improving, and managing effective control of grants, governance, and risk, as well as financial reporting and regulatory compliance. We disseminate brand messages to niche audiences through measurable strategies and digital marketing solutions to improve businesses' bottom line. Our focus is on designing and building thematically high-quality assets with outsized growth potential driven by global economic and demographic trends. We offer strategic planning, filings, and implementation of structures to simplify business operations and innovate towards a globally connected future.
Private Client Group
Private Client Group is a premier financial institution located at 9130 South Dadeland Boulevard in Miami, Florida. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships based on trust and integrity, we offer customized solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your legacy, Private Client Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Rosie Pachon - TD Wealth Relationship Manager
Rosie Pachon - TD Wealth Relationship Manager is a finance institution located at 6601 South Dixie Highway in Miami, Florida, United States. As a dedicated wealth relationship manager, Rosie Pachon provides personalized financial guidance and services to clients looking to grow and manage their wealth effectively. With a commitment to building strong and lasting relationships, Rosie Pachon offers expert advice and assistance in investment strategies, retirement planning, estate planning, and more. Whether you are a seasoned investor or just starting out, Rosie Pachon - TD Wealth Relationship Manager is here to help you achieve your financial goals.
Merrill Lynch Private Wealth Advisor Max A Figueroa
Merrill 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.
H&S Accounting & Tax Services
H&S Accounting & Tax Services, located at 7234 Taft Street in Hollywood, Florida, is a premier accounting firm dedicated to providing unmatched excellence in accounting and tax services. With a focus on knowledge, integrity, trust, passion, and security, our experienced team of Certified Public Accountants (CPA) offers tailored solutions to empower individuals, professionals, and business owners to make intelligent financial choices. We take a hands-on, personal approach to understand your unique needs and provide customized services to help you prosper. Our firm has a lengthy track record of meeting the accounting needs of South Florida and its neighboring areas. We specialize in helping small businesses simplify their financial demands, allowing owners to focus on running their business. Our comprehensive services include outsourced accounting, bookkeeping, QuickBooks consulting, tax planning, strategies, and preparation.
PBC Accounting and Tax Services Corp
PBC Accounting and Tax Services Corp is a reputable accounting and finance institution located at 9700 South Dixie Highway in Miami, Florida, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, payroll processing, financial planning, and more. Clients can rely on PBC Accounting for accurate and reliable financial assistance to help them navigate the complexities of the financial world.
Tentho
Tentho is a financial institution located at 114 Northwest 25th Street, Miami, Florida, United States, specializing in accounting and finance services. They offer expert financial guidance, tax planning and preparation, payroll management solutions, and strategic advisory services to empower business decisions. Tentho provides tailored solutions for every industry and business segment, with valuable resources including blog articles, events, and workshops. They are committed to making a positive impact through corporate responsibility initiatives and have been recognized for their remarkable growth on the Inc 5000 list. With a team of real experts, Tentho aims to streamline finances, drive decisions, and propel success for small business owners. Their flexible membership levels cater to different communication needs and offer services beyond accounting, such as CFO & Advisory Services, Tax Compliance & Planning Services, and Payroll Administration help. Tentho, the second fastest growing business in South Florida, is 50% women-owned and 50% LGBTQ owned, making them well-equipped to understand and navigate the challenges faced by their clients. Customers praise Tentho for their reliable, attentive, and thorough support, helping them maximize tax benefits and streamline their financial operations.
Cedric D. Alexander - Morgan Stanley
Cedric 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.
Advance America
Advance America is a reputable financial institution located at 19750 South Dixie Highway in Miami, Florida. As a trusted provider of financial services, Advance America offers a variety of solutions to help individuals manage their finances and achieve their goals. Whether you need a short-term loan, money transfer services, or prepaid debit cards, Advance America has you covered. With a commitment to customer service and convenience, Advance America is a go-to destination for those seeking reliable financial assistance in the Miami area.
Elaine Lowy - Mortgage Loan Officer
Elaine Lowy - Mortgage Loan Officer is a reputable finance institution located at 6601 South Dixie Highway in Miami, Florida, United States. Specializing in mortgage loans, Elaine Lowy offers expert advice and personalized service to help clients navigate the complex world of home financing. With a commitment to excellence and a focus on customer satisfaction, Elaine Lowy - Mortgage Loan Officer is the go-to destination for individuals seeking reliable and trustworthy mortgage solutions in the Miami area.
First Horizon Bank
First Horizon Bank is a trusted financial institution located at 200 South Biscayne Boulevard in Miami, Florida. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment opportunities. Our convenient ATM services make managing your finances easy and accessible. With a commitment to providing excellent customer service and innovative financial solutions, First Horizon Bank is your go-to destination for all your banking needs in Miami.
Wells Fargo Bank
Wells Fargo Bank at 14801 South Dixie Highway in Miami, Florida is a trusted institution offering a wide range of financial services. As a leading bank in the United States, Wells Fargo provides convenient ATM services, personalized banking solutions, and expert financial advice to help customers achieve their financial goals. With a strong presence in the community, Wells Fargo is committed to providing reliable and secure banking services to individuals and businesses alike. Visit our branch today to experience the Wells Fargo difference.
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