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TOP 30 Financial advisor expertise in South Miami, FL
31 results found
A convenient service for searching for businesses, places and services
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.
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.
Merrill Lynch Financial Advisor Chris A Brunk
Merrill Lynch Financial Advisor Chris A Brunk is a reputable finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing expert financial advice and personalized wealth management services, this institution is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your assets, Merrill Lynch Financial Advisor Chris A Brunk offers a range of services tailored to meet your individual needs. Trust in their experience and expertise to guide you towards a secure financial future.
Amy Burgess - Financial Advisor, Ameriprise Financial Services, LLC
Amy 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.
Jack R Rearden - Financial Advisor, Ameriprise Financial Services, LLC
Jack 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.
Jordan Starr - Financial Advisor, Ameriprise Financial Services, LLC
Jordan Starr is a financial advisor at Ameriprise Financial Services, LLC, located at 9350 South Dixie Highway in Miami, Florida, United States. With a background and qualifications available on FINRA's BrokerCheck website, Jordan specializes in helping clients navigate the complexities of retirement planning and investment strategies. As a client of Ameriprise Financial Services, LLC, you can expect personalized advice tailored to your unique financial goals and circumstances. Jordan Starr can only conduct securities business with residents of states in which they are properly registered, so be sure to check FINRA's BrokerCheck website for a list of eligible states.
Ferencz Horvath - Financial Advisor, Ameriprise Financial Services, LLC
Ferencz 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.
Jeffrey Blum - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey 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.
Francisco Hernando - Financial Advisor, Ameriprise Financial Services, LLC
Francisco 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.
Roger Oprandi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Roger 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.
Samantha Maysonet - Financial Advisor, Ameriprise Financial Services, LLC
Samantha 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.
Miguel Horvath - Private Wealth Advisor, Ameriprise Financial Services, LLC
Miguel 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.
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 John M Shupenko
Merrill Lynch Financial Advisor John M Shupenko is a renowned finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing expert financial advice and services, this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor John M Shupenko is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards financial success.
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.
Miami Partners Development
Miami Partners Development is a finance institution located at 3701 North Country Club Drive, Aventura, Florida, United States. We specialize in investment projects in Florida with a guarantee in real estate. With over 12 years of experience in developing properties for financial investment in South Florida, and our associates have over 15 years of experience in the financial, construction, and real estate sectors. Investors become owners of a tangible asset from the start of the project, including the land, plans, permits, and property. Throughout the process, we provide support from the purchase of the land to the sale of the property. Our investment projects are backed by the security of Florida Real Estate and are the best option to protect and diversify your investments.
Merrill Lynch Financial Advisor Enrique Falla
Merrill 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.
Accounting & Tax Services of South Florida, Corp.
Accounting & Tax Services of South Florida, Corp. is a reputable institution located at 6080 Bird Road in Miami, Florida. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses in the South Florida area. With years of experience and expertise in tax preparation, bookkeeping, and financial consulting, we strive to help our clients achieve their financial goals and maximize their tax savings. Trust Accounting & Tax Services of South Florida, Corp. for all your accounting and financial needs.
Gennadiy Arnautov CPA - Tax, Accounting and Business Advisory Miami
Gennadiy Arnautov CPA in Miami, Florida offers expert tax, accounting, and business advisory services to both businesses and individuals. Our Ukrainian-speaking tax consultant provides affordable accounting and payroll services to help keep your finances in order and your business running smoothly. We work diligently to ensure that you receive every deduction and credit you deserve, while also helping you stay compliant with IRS and FATCA requirements. Our proven strategies will help your business stay profitable and on track for success. Whether you are incorporating a new business, managing assets outside of the US, or need specialized accounting services for industries such as transportation, construction, real estate, healthcare, or professional services, we have the expertise to assist you. We also provide tailored accounting solutions for businesses in the hospitality and wellness industries.
Luis Joel Vazquez CPA PA
Luis Joel Vazquez CPA PA is a reputable accounting and finance institution located at 11555 Heron Bay Boulevard in Coral Springs, Florida, United States. As a business owner, it is crucial to have a local CPA handle your taxes to save time and potentially reduce your tax bill. The certified public accountants at Luis Joel Vazquez CPA PA are experienced in representing clients before the IRS during audits and tax debt negotiations. Luis Joel Vazquez is known for his professionalism and expertise in tax preparation and financial strategies. Clients commend him for his meticulous work and ability to minimize tax liabilities while maximizing savings. With over 15 years of experience, Luis has consistently provided outstanding accounting services to a wide range of clients, from small businesses to billion-dollar corporations in Miami Dade and Broward counties.
Edward Wenger - Raymond James
Edward Wenger - Raymond James is a reputable financial institution located at 14707 South Dixie Highway in Miami, Florida, United States. With a focus on providing personalized financial services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are committed to delivering exceptional service and expertise to meet your needs. Contact us today to schedule a consultation and learn more about how we can help you secure your financial future.
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.
Dan Bucevski - Morgan Stanley
Dan Bucevski - Morgan Stanley is a renowned finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a strong reputation for providing top-notch financial services, the institution offers expert advice and solutions to help clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, Dan Bucevski - Morgan Stanley is dedicated to helping individuals and businesses thrive financially. With a team of experienced professionals and a commitment to excellence, clients can trust in the expertise and integrity of this esteemed institution.
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.
HUB International
HUB International is a leading finance institution located at 9100 South Dadeland Boulevard in Miami, Florida. With a strong presence in the United States, HUB International offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized solutions to help clients achieve their financial goals. Whether you need assistance with insurance, investments, or risk management, HUB International is committed to delivering exceptional service and expertise. Visit their Miami location to learn more about how they can help you secure your financial future.
Fairholme Capital Management LLC
Fairholme Capital Management LLC is a renowned finance institution located at 5966 South Dixie Highway in South Miami, Florida, United States. Known for its expertise in investment management, Fairholme Capital Management LLC offers a wide range of financial services to its clients. With a focus on long-term value investing, the institution is dedicated to helping individuals and organizations achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Fairholme Capital Management LLC is committed to providing personalized solutions to meet your needs.
Florida Atlantic Securities Corp.
Florida Atlantic Securities Corp. is a reputable finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. With a strong presence in the financial industry, this institution offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are an individual investor or a business owner, Florida Atlantic Securities Corp. provides personalized solutions to meet your unique needs. Trust in their expertise and guidance to navigate the complexities of the financial market and make informed decisions.
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.
Kompare Taxes
Kompare Taxes is a reputable accounting and finance institution located at 6807 Southwest 40th Street in Miami, Florida, United States. With over 20 years of experience serving the people of South Florida, we pride ourselves on working diligently to maximize your financial returns. Our team of professionals is dedicated to providing excellent service and expertise in tax preparation. Clients rave about our exceptional customer service and knowledgeable staff. Contact us at komparetaxes@yahoo.com or 786-483-8789 to experience the difference for yourself.
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.
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