Estate planning in South Miami, FL
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Merrill Lynch Financial Advisor Charu Narain
● ClosedMerrill 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.
8840 SW 136th St, Miami, FL 33176, United States -
Fuoco Group and TFG Related Entities
● ClosedFuoco 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.
7900 Red Rd Suite 26, South Miami, FL 33143, United States -
Morgan Stanley Private Wealth Advisors
● OpenMorgan 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.
200 S Biscayne Blvd Ste 1100, Miami, FL 33131, United States -
MAS Law Firm
● ClosedMAS Law Firm is a reputable legal institution located in Miami, Florida. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in need of assistance with various legal matters. From personal injury cases to business law issues, we strive to deliver personalized and effective solutions to help our clients achieve their desired outcomes. Conveniently located at 9500 South Dadeland Boulevard, MAS Law Firm is committed to serving the Miami community with integrity and professionalism. Contact us today to schedule a consultation and see how we can help you with your legal needs.
9500 S Dadeland Blvd #701, Miami, FL 33156, United States -
Kandell, Kandell & Petrie, P.A.
● ClosedKandell, Kandell & Petrie, P.A. is a prestigious law firm located at 2665 South Bayshore Drive in Miami, Florida. With a team of experienced attorneys, they provide comprehensive legal services in various practice areas including personal injury, family law, estate planning, and business law. Known for their dedication to their clients and commitment to achieving favorable outcomes, Kandell, Kandell & Petrie, P.A. is a trusted name in the legal community. Whether you are in need of legal representation or guidance, their team is ready to assist you with professionalism and expertise.
2665 S Bayshore Dr #500, Miami, FL 33133, United States -
The Sawyer Group - Morgan Stanley
● OpenThe 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.
200 S Biscayne Blvd 10th Floor, Miami, FL 33131, United States -
Tonkinson Financial Inc
● OpenTonkinson Financial Inc is a reputable finance and insurance agency located at 2398 South Dixie Highway in Miami, Florida. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, insurance, retirement planning, or estate planning, our experts are here to guide you every step of the way. Trust Tonkinson Financial Inc for all your financial needs and secure a brighter financial future.
2398 S Dixie Hwy, Miami, FL 33133, United States -
Skybound Wealth Management USA
● ClosedSkybound Wealth Management USA is a leading finance institution located at 200 South Biscayne Boulevard in the vibrant city of Miami, Florida. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized wealth management strategies, we offer a range of services including investment management, retirement planning, estate planning, and more. Trust Skybound Wealth Management USA to provide you with the guidance and support you need to navigate the complex world of finance and build a solid financial foundation for the future.
Southeast Financial Center, 200 S Biscayne Blvd Suite 2930, Miami, FL 33131, United States -
Provenance Wealth Advisors
● ClosedProvenance Wealth Advisors is a finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. They offer comprehensive financial planning services to protect your family, preserve your assets, and provide you with financial confidence. Their well-designed estate plans ensure that your family, business, and legacy are protected. With a coordinated investment plan tailored to your goals, they help you achieve financial success. They also offer retirement planning with education and hands-on management to ensure a successful future. Provenance Wealth Advisors takes an entrepreneurial approach to solving their clients' financial problems, building deep relationships based on trust and providing a path to their goals. Their professionals offer a comprehensive approach to estate, financial, business, and investment planning, helping clients navigate complex financial environments. Securities are offered through PWA Securities, LLC, and Investment Advisory Services through Provenance Wealth Advisors, LLC, both registered entities with Raymond James & Associates, Inc. Contact their Fort Lauderdale office at 954-712-8888 for more information.
Southeast Financial Center, 200 S Biscayne Blvd, Miami, FL 33131, United States -
Amy Burgess - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAmy Burgess is a Financial Advisor at Ameriprise Financial Services, LLC located at 9350 South Dixie Highway in Miami, Florida, United States. Amy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. She is dedicated to providing comprehensive financial advice to individuals and small business owners. Amy's qualifications and commitment to her clients make her a trusted partner in navigating the complexities of financial planning and investment management.
9350 S Dixie Hwy #1410, Miami, FL 33156, United States -
Jack R Rearden - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJack R Rearden is a financial advisor at Ameriprise Financial Services, LLC located at 9150 South Dadeland Boulevard, Miami, Florida, United States. Jack R Rearden holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Jack R Rearden specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Jack R Rearden is dedicated to helping clients achieve their financial goals.
9150 S Dadeland Blvd Ste 1010, Miami, FL 33156, United States -
Ferencz Horvath - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedFerencz Horvath - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. The institution offers a wide range of financial services and is staffed by professionals with various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications ensure that the advisors at Ferencz Horvath have the knowledge and expertise to provide top-tier financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with asset management, estate planning, retirement planning, or investment strategies, the team at Ferencz Horvath is equipped to help. Additionally, the institution offers specialized services such as Certified Divorce Financial Analysis and Certified Military Financial Advisor to cater to specific client needs. With a focus on ethics, professionalism, and continuous education, Ferencz Horvath - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing comprehensive and personalized financial solutions to its clients.
9130 S Dadeland Blvd Suite 1903, Miami, FL 33156, United States -
Jeffrey Blum - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey Blum, a Financial Advisor at Ameriprise Financial Services, LLC, located at 9350 South Dixie Highway in Miami, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Jeffrey Blum has the expertise to provide tailored financial solutions for clients. From asset management to retirement planning, estate planning to risk management, Jeffrey Blum is dedicated to helping clients achieve their financial goals. With additional certifications in behavioral finance, philanthropy, annuities, and more, clients can trust in Jeffrey Blum's knowledge and commitment to providing top-quality financial advice. Whether you are planning for retirement, going through a divorce, or looking to maximize the value of your business, Jeffrey Blum is here to help. Contact Jeffrey Blum today for expert financial guidance and personalized service.
9350 S Dixie Hwy #1410, Miami, FL 33156, United States -
Francisco Hernando - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrancisco Hernando - Financial Advisor at Ameriprise Financial Services, LLC, located at 9130 South Dadeland Boulevard in Miami, Florida, offers a wide range of financial services to individuals and small business owners. The institution provides expert advice and guidance on asset management, investment strategies, estate planning, retirement planning, and insurance products. The team at Francisco Hernando - Financial Advisor consists of professionals with various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their expertise and commitment to providing high-quality financial services to clients.
9130 S Dadeland Blvd Suite 1903, Miami, FL 33156, United States -
Roger Oprandi - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRoger 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.
9350 S Dixie Hwy #1410, Miami, FL 33156, United States -
Samantha Maysonet - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSamantha Maysonet is a financial advisor at Ameriprise Financial Services, LLC located at 9130 South Dadeland Boulevard in Miami, Florida, United States. Samantha 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®, 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 demonstrate Samantha's expertise in various financial areas such as asset management, estate planning, retirement planning, investment management, and insurance products. Samantha is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on helping them achieve their financial goals and secure their financial future.
9130 S Dadeland Blvd Suite 1903, Miami, FL 33156, United States -
Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMiguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 9130 South Dadeland Boulevard, Miami, Florida, United States. Miguel Horvath holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. The institution offers specialized services for domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive financial planning, Miguel Horvath is committed to providing expert advice and guidance to help clients achieve their financial goals.
9130 S Dadeland Blvd Suite 1903, Miami, FL 33156, United States -
Rosie Pachon - TD Wealth Relationship Manager
● ClosedRosie 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.
6601 S Dixie Hwy, Miami, FL 33143, 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 -
WealthEngage
● ClosedWealthEngage is a premier financial institution located at 5701 Sunset Drive in South Miami, Florida, United States. We specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of services, including investment management, retirement planning, estate planning, and more. At WealthEngage, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to learn more about how we can help you secure your financial future.
5701 Sunset Dr #250, South Miami, FL 33143, United States -
Cloud Accounting Professionals - Tax Preparation Services
● OpenCloud Accounting Professionals - Tax Preparation Services is a leading institution located at 10250 Southwest 56th Street in Miami, Florida, United States. Specializing in accounting and finance, we empower individuals and small businesses with exceptional tax services tailored to their unique needs and growth. Serving South Miami, Kendall, and the Palmetto Bay area, we are renowned for providing top-notch tax and accounting services. Our team of tax accountants offers a wide range of services, including tax preparation, small business accounting, estate tax planning, QuickBooks consulting, IRS audit assistance, tax resolution services, and financial consulting. Whether you are a freelancer, healthcare professional, or corporate client, we are here to ensure your financial success. With our extensive knowledge of the latest tax laws and dedication to client satisfaction, we are your trusted tax advisor in South Miami and Kendall.
10250 SW 56th St suite b-203, Miami, FL 33165, United States -
Berkowitz Pollack Brant Advisors + CPAs
● ClosedBerkowitz Pollack Brant Advisors CPAs is a leading accounting and finance institution located in Miami, Florida. Our team of skilled advisors specializes in translating the tax code into opportunities for businesses, helping them maximize their potential. We offer comprehensive income, estate, and tax planning services for taxpayers with complex business and family situations. Our focus on business processes and functions helps companies streamline operations and achieve cost savings through the use of robotics, systems, and outsourcing. From start-ups to established national and international entities, our diverse client base includes real estate developers, healthcare organizations, not-for-profit entities, trusts, partnerships, and closely held businesses. Visit us at 200 South Biscayne Boulevard, Seventh and Eighth Floors, Miami, Florida 33131-5351 to learn more about how we can help you make the best decisions for today and tomorrow.
200 S Biscayne Blvd, Miami, FL 33131, United States -
Global Luxury Suites at Monte Carlo
● OpenGlobal Luxury Suites at Monte Carlo is a luxurious lodging option located at 6551 Collins Avenue in Miami Beach, Florida. This real estate agency offers hotel-style suites with the convenience of a furnished apartment. Situated directly on the ocean, guests can enjoy stunning ocean views and beach access. The property features two outdoor heated swimming pools, two saunas, a hot tub, a fitness center, and more. Conveniently located near popular attractions such as South Beach, the Miami Beach Convention Center, Lincoln Road, and the Art Deco District, Global Luxury Suites at Monte Carlo provides easy access to the best of Miami. The fully-appointed one-bedroom apartments offer spacious floor plans with bay, ocean, or oceanfront views from private balconies. Each apartment is fully furnished with all the comforts of home, including a fully equipped kitchen, washer and dryer, and complimentary Wi-Fi.
6551 Collins Ave, Miami Beach, FL 33141, United States -
Papi Taxes
● OpenPapi Taxes is an accounting and finance institution located at 1834 Northwest 20th Street in Miami, Florida. Whether you need help with business or personal taxes, we are here to help you get back the money you work hard for. Our trained representatives will provide you with instructions to ensure compliance, and you can book an appointment or walk into one of our South Florida offices. With easy online filings, you can simply fill out our form, speak with one of our representatives, and await a quick tax refund. Starting January 2nd, we can even provide up to $6,000 in cash advances. If you have old tax debts, let us work on a solution to save you time and money. We can also help you apply for or renew an ITIN ID if you don't have a social security number.
1834 NW 20th St, Miami, FL 33142, United States -
J a Reyes & Co PA
● ClosedJ.A. Reyes & Co., P.A. is a well-established accounting and finance institution located at 6701 Sunset Drive in South Miami, Florida, United States. Since its founding in 1996, we have been providing a full range of professional services including accounting, tax, business consulting, and estate planning. Our firm specializes in serving closely held businesses and building strong relationships with their owners. What sets us apart from other CPA firms is our proactive approach to helping our clients maximize profitability and success. We go beyond traditional compliance services to offer high-level management consulting based on our extensive experience in various business settings. Our dedicated team of professionals and support staff are committed to serving and satisfying our clients' needs.
6701 Sunset Dr STE 100, South Miami, FL 33143, United States -
St. Tropez Apartments
● OpenSt. Tropez Apartments is a premier real estate agency located at 16185 Northwest 64th Avenue in Miami Lakes, Florida, United States. Our luxurious apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. With a variety of one, two, and three bedroom apartments to choose from, St. Tropez Apartments is the perfect place to call home. Our friendly staff is dedicated to providing exceptional service to our residents, making us the top choice for those seeking upscale living in Miami Lakes. Contact us today to schedule a tour and see why St. Tropez Apartments is the ideal place to live in South Florida.
16185 NW 64th Ave, Miami Lakes, FL 33014, United States -
Princeton Park
● ClosedPrinceton Park is a real estate agency located at 13113 Southwest 248th Street in Princeton, Florida. This institution offers a 150-unit Garden Style Apartment Complex with modern amenities and features. The development includes four three-story residential buildings and a clubhouse on approximately 8.4 acres of land with grade-level parking. The state-of-the-art clubhouse at Princeton Park includes a fitness center, a large multi-purpose community room, designated work stations, and a luxurious swimming pool. The units feature open floor plans with granite countertops, luxury vinyl tile flooring, and Energy-Star appliances.
13113 SW 248th St, Princeton, FL 33032, United States -
Vacation Living
● ClosedVacation Living is a premier real estate and travel agency located at 5770 Commerce Lane in South Miami, Florida. Our team of experienced professionals are dedicated to helping you find the perfect vacation rental or property for your next getaway. Whether you're looking for a luxurious beachfront villa, a cozy cabin in the mountains, or a chic urban apartment, Vacation Living has something for everyone. Let us help you create unforgettable memories in the most beautiful destinations around the world. Visit us today and start planning your dream vacation!
5770 Commerce Ln, South Miami, FL 33143, United States -
GPI Law PLLC
● ClosedGPI Law PLLC is a reputable law firm located at 201 South Biscayne Boulevard in Miami, Florida. Specializing in various areas of law, the experienced team at GPI Law PLLC is dedicated to providing top-notch legal services to clients in need. Whether you are dealing with a personal injury case, a business dispute, or need assistance with estate planning, GPI Law PLLC is here to help. With a commitment to excellence and a passion for justice, GPI Law PLLC is your trusted partner in navigating the legal system. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
201 S Biscayne Blvd, Miami, FL 33131, United States -
Treasure Key Realty
● OpenWelcome to Treasure Key Realty, your premier destination for real estate excellence in Cape Coral, Florida. Located at 1102 Southeast 21st Avenue, our agency is dedicated to helping you find your dream property or sell your home for top dollar. Led by Tara Brommer, a seasoned REALTOR® and Broker-Owner, our team is committed to providing clear, concise, and no-nonsense communication to ensure a seamless real estate experience for our clients. At Treasure Key Realty, we specialize in showcasing extraordinary properties in our featured areas, including the stunning Florida Keys. Whether you're dreaming of constructing a luxury residence on expansive acreage or seeking a charming home in the heart of Cape Coral, we have the expertise and resources to make your real estate goals a reality.
1102 Southeast 21st Avenue, Cape Coral, Florida 33990, United States
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