Financial advisor for financial security in Miami, FL
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Point Break Capital Management
● OpenPoint Break Capital Management is a leading investment firm located at 3550 Biscayne Boulevard in Miami, Florida. With a team of experienced financial experts, we specialize in providing personalized investment solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, our dedicated team is here to help you navigate the complexities of the financial markets. Contact us today to learn more about how Point Break Capital Management can help you secure a brighter financial future.
3550 Biscayne Blvd, Miami, FL 33137, United States -
Maribel Maldonado
● OpenMaribel Maldonado is a prestigious finance institution located at 701 Brickell Avenue in Miami, Florida. With a strong reputation for excellence in financial services, Maribel Maldonado offers a wide range of investment and wealth management options to clients in the United States and beyond. Their team of experienced professionals provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Maribel Maldonado is dedicated to helping you succeed.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Mijanou M Spurdle - Morgan Stanley
● OpenMijanou M Spurdle - Morgan Stanley is a renowned finance institution located at 1691 Michigan Avenue in Miami Beach, Florida, United States. With a strong reputation for providing top-notch financial services, they specialize in investment management, wealth planning, and retirement solutions. 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, plan for retirement, or navigate complex financial markets, Mijanou M Spurdle - Morgan Stanley is here to provide expert guidance and support.
1691 Michigan Ave Suite 550, Miami Beach, FL 33139, United States -
Simel Investments
● OpenSimel Investments is a leading financial institution located at 15801 Collins Avenue in North Miami Beach, Florida, United States. With a strong reputation for providing expert financial services, Simel Investments offers a wide range of investment options and financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Simel Investments is dedicated to providing personalized guidance and support every step of the way. Trust Simel Investments to help you make smart financial decisions and navigate the complexities of the financial market with confidence.
15801 Collins Ave, North Miami Beach, FL 33160, United States -
Focus Investment
● OpenFocus Investment is a leading finance institution located at 40 Southwest 13th Street in Miami, Florida. With a strong focus on providing high-quality investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or make strategic investment decisions, Focus Investment is here to provide expert guidance and support. Trust us to be your partner in building a secure financial future.
40 SW 13th St UNIT 201, Miami, FL 33130, United States -
Carlson Law, P.A.
● OpenCarlson Law, P.A. is a reputable institution located at 1000 5th Street, Miami Beach, Florida, United States. Specializing in representing investors nationwide in disputes with financial advisors, investment advisors, brokerage, and wealth management firms, Carlson Law, P.A. is dedicated to helping clients recover from securities fraud and negligence. With a focus on securing their clients' life savings and financial future, the institution handles high stakes disputes with professionalism and expertise. Serving clients in Florida, across the nation, and in Latin America, Carlson Law, P.A. also has experience representing professional athletes who have been victims of fraud. From securities fraud to Ponzi schemes, misrepresentation, and negligence, the institution is committed to obtaining the best possible outcome for every client. With a strong focus on trust and accountability, Carlson Law, P.A. ensures that financial advisors and firms uphold their duty of care to clients, and provides representation in cases involving unsuitable investments, selling away, and lack of diversification in portfolios. With a track record of success in cases involving private securities, junk bonds, hedge funds, and ETFs, Carlson Law, P.A. is a trusted partner in navigating the complex world of investment disputes.
1000 5th St Suite 222, Miami Beach, FL 33139, United States -
Daystar Payment Systems
● OpenDaystar Payment Systems, located at 6303 Waterford District Drive in Miami, Florida, is a leading finance institution offering a one-stop platform for all payment needs. Specializing in processing for high-risk industries, Daystar provides cutting-edge electronic payment solutions for seamless and secure transactions across all business models. Their comprehensive services are tailored to streamline operations, enhance profit margins, and improve the overall customer experience. With Daystar, businesses can transform into payment processors in just three days, utilizing their unique payfac infrastructure to build their brand. Real-time monitoring and advanced algorithms are utilized to swiftly detect fraudulent transactions and prevent chargebacks, ensuring transaction security for all clients.
6303 Waterford District Dr #400, Miami, FL 33126, United States -
Ingham Retirement Group - 401k - IRA- ROTH - HSA
● OpenThe Ingham Retirement Group is a finance institution located at 9155 South Dadeland Boulevard in Miami, Florida. Specializing in 401k, IRA, ROTH, and HSA accounts, our team of experts is dedicated to helping individuals plan for a secure retirement. With personalized guidance and a range of investment options, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about our services and how we can help you plan for a comfortable retirement.
9155 S Dadeland Blvd Suite 1512, Miami, FL 33156, United States -
WealthEngage
● OpenWealthEngage 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 -
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 -
Cloud Accounting Professionals - Tax Preparation Services
● ClosedCloud 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 -
Tax By Fax Inc
● OpenTax By Fax Inc is a reputable accounting and finance institution located at 1013 Southwest 67th Avenue in West Miami, Florida, United States. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses. Our convenient fax services make it easy for our clients to securely send and receive important documents. Trust Tax By Fax Inc for all your tax and financial needs.
1013 SW 67th Ave, West Miami, FL 33144, United States -
H&S Accounting & Tax Services
● OpenH&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.
7234 Taft St, Hollywood, FL 33024, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1425 Northeast 163rd Street in North Miami Beach, Florida, United States. While tax advance loans are no longer available this year, our Tax Pros are ready to assist you in maximizing your refund. Conveniently drop off your tax documents at this Walmart location and let a Tax Pro handle the rest, including a final review and e-signing. Our Refund Advance loans allow you to access money before your tax refund arrives, providing financial flexibility when you need it most. Book an appointment online or call (786) 713-3257 to secure time with a Tax Pro for in-person or drop-off tax preparation services. Trust the English-speaking Tax Pros at this location to ensure every dollar counts when it comes to your taxes. Remember, when every dollar matters, it matters who does your taxes™.
1425 NE 163rd St, North Miami Beach, FL 33162, 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 -
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 -
Global Planning Partners
● OpenGlobal Planning Partners is a leading financial planning institution located at 1221 Brickell Avenue in Miami, Florida. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment solutions. With a focus on global markets and trends, we provide comprehensive financial guidance to our clients to help them navigate the ever-changing economic landscape. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Global Planning Partners is committed to providing you with the expertise and support you need to secure your financial future.
1221 Brickell Ave, Miami, FL 33131, 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 -
American Venture Solutions
● OpenAmerican Venture Solutions (AVS) is a Miami-based investment immigration company that offers reliable EB-5 Investment opportunities to accredited foreign investors and their families looking to obtain permanent residency in the United States. AVS is the only USCIS-approved Regional Center that exclusively offers projects owned and controlled by a Forbes-400 U.S. operating partner group. Operating in full U.S. Securities and Exchange Commission compliance, AVS works with vetted attorneys and financial advisors to assist qualified investors in the EB-5 Program. One of AVS's first EB-5 projects, Lake Point Holdings, funded a limestone quarry near Lake Okechobee in Florida. The company also offers investment opportunities in job-creating enterprises like heavy materials transport through projects such as Lake Point Logistics Limited Partnership.
4500 Biscayne Blvd., PH-N, Miami, FL 33137, United States -
Truist
● OpenTruist is a financial institution located at 15700 Southwest 56th Street in Miami, Florida, United States. Offering a range of services including banking products, loans, deposit accounts, trust and investment management, securities, insurance, and mortgage products, Truist is committed to helping customers achieve their financial goals. Customers can also explore options for credit cards and find the right loan for their needs. Truist advisors are available to provide guidance and support, with a focus on wealth management, family legacy planning, business owner specialty, sports and entertainment, legal and medical services. The institution is dedicated to providing resources for consumers with Limited English Proficiency, including translation and language access services. Customers can access applications, agreements, and other communications in English, with support available for those who require assistance in other languages.
15700 SW 56th St, Miami, FL 33185, United States -
Truist
● OpenTruist is a financial institution located at 11700 North Kendall Drive, Miami, Florida, United States. As an ATM, bank, finance, and insurance agency, Truist offers a wide range of services including credit cards, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance products, and mortgage services. Truist is affiliated with various entities such as Truist Bank, Truist Investment Services, Inc., McGriff Insurance Services, LLC, and Truist Life Insurance Services, among others. Customers can find the right financial solution tailored to their needs with the help of Truist's knowledgeable advisors. Please note that all communications from Truist will be provided in English, and translation or language access services may be available for customers with Limited English Proficiency.
11700 N Kendall Dr, Miami, FL 33186, United States -
Michael Coles - Mortgage Loan Officer
● OpenMichael Coles - Mortgage Loan Officer is a reputable finance institution located at 9005 Biscayne Boulevard in Miami Shores, Florida, United States. As a skilled mortgage loan officer, Michael Coles specializes in helping clients secure the best possible mortgage options for their needs. With years of experience in the industry, Michael Coles provides personalized service and expert guidance throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, Michael Coles is dedicated to helping you achieve your financial goals. Contact Michael Coles - Mortgage Loan Officer today to learn more about their services and how they can assist you with your mortgage needs.
9005 Biscayne Blvd, Miami Shores, FL 33138, United States -
Region Capital Group LLC
● OpenRegion Capital Group LLC is a finance institution located at 10800 Biscayne Boulevard in Miami, Florida. We specialize in providing a wide range of financial services to individuals and businesses in the region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Region Capital Group LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.
10800 Biscayne Blvd, Miami, FL 33161, United States
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