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TOP 30 Effective asset allocation in Miami, FL
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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.
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.
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