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TOP 30 Financial advisor for small business in Miami, FL
56 results found
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Trusted First Financial Solutions
Trusted First Financial Solutions is a finance institution located at 4308 Northwest 7th Avenue, Miami, Florida, United States. Specializing in credit repair and tax preparation services, our team of Financial Advisors has over 15 years of industry knowledge and expertise. We aim to educate our clients on financial literacy and provide sustainable wealth resources to help them build generational wealth and legacy. Our services include tax planning, financial accounting, management accounting, auditing, cost containment, and auditing services. Whether you're looking to purchase a home, buy a vehicle, refinance existing loans, or improve your credit score, Trusted First Financial Solutions is here to help. Contact us for a FREE consultation and let us assist you in achieving your financial goals.
Mark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9150 South Dadeland Boulevard in Miami, Florida, United States. The institution offers a range of certifications and designations for their advisors, 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 cover a variety of financial planning topics, ensuring that advisors are well-equipped to assist clients with their wealth management needs. The institution is dedicated to providing high-quality financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, estate planning, and more.
Joorney Business Plans
Joorney Business Plans, located at 1688 Meridian Avenue in Miami Beach, Florida, is a leading institution in accounting and finance services. Our team of 30 skilled specialists is dedicated to helping start-ups achieve their business goals through professionally-crafted documents and strategic advice. We offer a full suite of Immigration Business Plan writing services, with the fastest delivery time in the industry. Our services are available in English, Spanish, Portuguese, French, Chinese, Russian, and Italian. Join our Referral Partner Program and become a part of our ever-growing network. No matter the industry, we have expertise in over 120 fields. Trust Joorney Business Plans to create value through quality and meaningful work. Visit our locations in Miami, Canada, Serbia, and Australia to explore our collection of products and services. Partner with us to be bold, support those who want to be more, and inspire moments of optimism and happiness.
Eztratego Cesar Prato Entrepreneur Small Business Consultant Mentor Coach Advisor Business Development Strategy Marketing
Eztratego Cesar Prato is a leading small business consultancy firm located at 13425 Southwest 102nd Avenue in Miami, Florida. Specializing in entrepreneur mentorship, coaching, and advisory services, our team of experts help businesses develop effective strategies for growth and marketing. Whether you are a startup or an established business, our tailored solutions can help you achieve your goals and reach new heights of success. Contact us today to learn more about how we can support your business development journey.
Javier Quinones - Financial Advisor, Ameriprise Financial Services, LLC
Javier Quinones - Financial Advisor, Ameriprise Financial Services, LLC, located at 7700 North Kendall Drive in Miami, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Javier Quinones is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, Javier Quinones has the knowledge and expertise to help you reach your financial goals. Contact Javier Quinones - Financial Advisor, Ameriprise Financial Services, LLC today for personalized financial planning services tailored to your unique needs.
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.
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.
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.
Luis Novo - TD Wealth Financial Advisor
Luis Novo - TD Wealth Financial Advisor is a reputable financial institution located at 1500 Northeast Miami Gardens Drive in North Miami, Florida, United States. As a trusted advisor, Luis Novo offers personalized financial planning services to help clients achieve their monetary goals. With a focus on wealth management and investment strategies, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Luis Novo is dedicated to providing tailored solutions to meet your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
Independent Financial Planning
Independent Financial Planning is a reputable finance and insurance agency located at 1901 Brickell Avenue in Miami, Florida, United States. Our dedicated team of expert financial advisors offers personalized and unbiased financial planning services to help individuals and businesses achieve their financial goals. With a focus on transparency and integrity, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Independent Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
United Way Center for Financial Stability
The United Way Center for Financial Stability, located at 11500 Northwest 12th Avenue in Miami, Florida, is dedicated to helping working individuals and families achieve financial independence. With three convenient sites in Miami-Dade, we offer a range of financial services including coaching, education, and tax preparation to help residents overcome their financial challenges. Our goal is to empower you to shape your financial future and build a financially resilient community. United Way Miami is recognized for our efficient and effective operations, receiving high ratings from charity watchdog organizations. Join us in making a positive impact in your community and take control of your financial well-being with the United Way Center for Financial Stability.
Miami Tax & Financial Services
At Miami Tax & Financial Services, we specialize in providing comprehensive financial services tailored to your needs. Dealing with the IRS doesn't have to be a headache. With the right information and advice, you can fulfill your obligations effectively and without complications. We handle Obamacare enrollment and have experts in appeals who can represent you when needed, all at no cost. Having a line of credit can be crucial in achieving your goals. We process applications for obtaining your own Taxpayer Identification Number (ITIN) to keep you up to date with IRS requirements. Our notary publics are your first line of defense in ensuring the legality and accuracy of your documents and business transactions. We also offer apostille services. We assist with filling out Immigration and USCIS applications according to your specific case. We work with various insurance companies to provide medical, supplemental, final expense, and life insurance policies that fit your needs and lifestyle. With our service, you'll get a true financial picture of your business, whether large or small. We keep your company's transactions organized, making tax filing easier and saving you money and time. We love welcoming our clients, so feel free to drop by during office hours.
Wangh Financial Services LLC
Wangh Financial Services LLC is a financial institution located in Coral Gables, Florida, specializing in accounting and finance. We offer fast financing, pre-underwritten pre-approvals, down payment assistance, and credit counseling to maximize your purchasing power. Our executive level partnerships with the top mortgage lenders in the country allow us to offer the best products with quick closings and low rates. We service all areas of Florida, including Miami-Dade, Fort Lauderdale, Boca Raton, Orlando, Tampa, Fort Myers, Naples, and Tallahassee. With over 18 years of experience in the Mortgage and Real Estate Industry, we are committed to providing the highest level of integrity and professional services.
Block Advisors
Block Advisors is a reputable accounting and finance institution located at 100 Southeast 2nd Street in Miami, Florida. With a team of experienced professionals, Block Advisors offers a wide range of financial services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for help with your personal finances or a business owner seeking expert advice, Block Advisors is committed to providing personalized solutions to meet your needs. Trust Block Advisors to help you navigate the complexities of the financial world and achieve your financial goals.
CPA Miami
CPA Miami is a premier accounting and finance institution located at 4000 Ponce de Leon in Coral Gables, Florida. Specializing in providing accounting and financial consulting services to small and mid-sized businesses, CPA Miami offers professional, affordable, and personalized service. With a team of skilled and experienced tax consultants, CPA Miami helps businesses maximize tax planning savings and resolve tax problems. Whether you're a start-up in need of guidance or a business looking to upgrade your accounting systems, CPA Miami has a program to support you. Testimonials from satisfied clients praise the firm for its professionalism, knowledge, and commitment to helping businesses grow. With a focus on promoting fiscal responsibility and providing top-notch service, CPA Miami is the go-to institution for all your accounting and finance needs.
LI MIAMI TAX SERVICES
LI Miami Tax Services is a reputable accounting and finance institution located at 3185 West 76th Street in Hialeah, Florida, United States. With a team of experienced professionals, they offer a wide range of tax services to help individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or filing, LI Miami Tax Services is dedicated to providing personalized and efficient solutions to meet your financial needs. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals.
De Vita Mckenzie - Aflac Insurance Agent
De Vita McKenzie - Aflac Insurance Agent is an insurance agency located at 15476 Northwest 77th Court, Miami Lakes, Florida, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected events. From accidents to serious health diagnoses, Aflac pays cash benefits to help alleviate financial burdens. Our insurance coverage includes hospital stays, dental care, vision care, and more. We also offer opportunities to become an Aflac insurance agent, providing flexibility and unlimited potential. Aflac is committed to providing quality products to help you and your loved ones feel confident about your coverage. Contact us today to learn more about how Aflac can help you navigate life's speed bumps with peace of mind.
Jennifer Rodz - State Farm Insurance Agent
Jennifer Rodz - State Farm Insurance Agent is an insurance agency located at 1315 Southwest 107th Avenue in Miami, Florida. Situated across the street from FIU College in Westchester, this agency is dedicated to serving the local community and helping small businesses thrive. Jennifer Rodz, the owner, has over 15 years of experience in the insurance industry and opened this agency in December 2019. Jennifer is a Miami native with a strong connection to her community. She holds a Bachelors in Business Administration from the University of Miami and a Masters in Business Administration from Florida International University. Her goal is to provide financial protection to families through services such as home insurance, life insurance, and auto insurance. Jennifer's personal experiences have inspired her to help others prepare for unexpected life events through insurance coverage.
Accounting + Insurance, LLC
Accounting Insurance, LLC is a comprehensive financial institution located at 3331 Southwest 107th Avenue in Miami, Florida. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for assistance with tax preparation, investment planning, or insurance coverage, our knowledgeable professionals are here to help. Trust Accounting Insurance, LLC to provide expert guidance and support for all of your financial needs.
Peter Bacallao - State Farm Insurance Agent
Peter Bacallao - State Farm Insurance Agent is an insurance agency located at 13155 Southwest 42nd Street in Miami, Florida, United States. Peter Bacallao offers personalized coverage plans to help protect what matters most to you, whether it's your family, belongings, or financial well-being. With options for safe driving rewards, bundling discounts, and various coverage options, Peter Bacallao can tailor a solution that meets your specific needs. Specializing in auto insurance, State Farm offers a range of coverage options in Miami, FL, from collision and comprehensive to rental and rideshare insurance. Customers can save more by combining auto and home policies, and Peter Bacallao can help you create a Personal Price Plan for your auto insurance needs.
Ring My Bell Accountant
Ring My Bell Accountant is a reputable accounting and finance institution located in Miami, Florida. Our dedicated team of professionals provides a wide range of services, including tax preparation, bookkeeping, financial planning, and more. With our personalized approach and attention to detail, we ensure that your financial needs are met with precision and efficiency. Visit us at 16650 Southwest 88th Street to experience our expert services and let us help you ring in financial success.
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.
America's Advisory Group
America's Advisory Group is a leading finance institution located at 777 Brickell Avenue in the vibrant city of Miami, Florida. Our team of expert advisors offers a wide range of financial services to help clients achieve their goals and secure their financial future. With a commitment to excellence and personalized service, we strive to provide innovative solutions and strategies tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, America's Advisory Group is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.
R&L Schuck - CPAs
R&L Schuck - CPAs is a trusted accounting and finance institution located at 6710 Main Street in Miami Lakes, Florida, United States. Our team of certified public accountants are dedicated to providing top-notch financial services to individuals and businesses in the area. With years of experience and expertise, we offer a wide range of services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are a small business owner or an individual looking for personal financial assistance, R&L Schuck - CPAs is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.
My CPA, PA
My CPA, PA is a premier accounting and finance institution located at 15800 Pines Boulevard in Pembroke Pines, Florida, United States. Our team of expert Miami CPAs is dedicated to providing comprehensive services to help individuals and businesses manage their finances with ease. At My CPA, PA, we offer a range of online apps to streamline your business transactions and make working with us simple and convenient. Our experienced team can handle payroll processing, tax planning, and preparation, as well as provide deep analysis and strategic guidance to help you make informed business decisions.
Longaray & Associates Accounting
Longaray & Associates Accounting is a reputable accounting firm located in Miami, Florida. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. With a commitment to excellence and a focus on client satisfaction, we offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Conveniently located at 8360 West Flagler Street, our firm is easily accessible to clients in the Miami area. Trust Longaray & Associates Accounting for all your financial needs.
Thomas J. Longman, CPA
Thomas J. Longman, CPA is a reputable accounting and finance institution located at 11098 Biscayne Boulevard in Miami, Florida. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Their dedication to excellence and commitment to their clients sets them apart as a trusted partner in managing financial matters. Whether you are an individual or a business in need of financial guidance, Thomas J. Longman, CPA is here to help you achieve your financial goals.
Standard Premium Finance Management
Standard Premium Finance Management is a leading finance institution located in Miami, Florida. Our team of expert financial professionals specialize in providing premium finance solutions for individuals and businesses. With a commitment to excellence and customer satisfaction, we offer personalized and tailored financial services to meet our clients' unique needs. Whether you are seeking financing for insurance premiums or other financial needs, Standard Premium Finance Management is here to help. Visit us at 13590 Southwest 134th Avenue to learn more about how we can assist you in achieving your financial goals.
US Trust Credit Repair LLC.
US Trust Credit Repair LLC is a finance institution located at 1150 Northwest 72nd Avenue, Miami, Florida, United States. Led by CEO & Founder Christopher Yates, who has over twenty-five years of experience in finance, law, and small business lending, our institution is dedicated to helping individuals regain financial stability by systematically removing bad credit and reducing compound interest rates. With no advance fees of any type, we work on a 5-month process with 2 months free, ensuring that our clients are not bullied by creditors. Our services include credit repair, FICO score improvement, rebuilding credit, and assistance with judgments, bankruptcies, short sales, and loan modifications. We offer a transparent pricing structure with monthly fees based on the total number of accounts to dispute, and payment plans are available. Our goal is to help our clients achieve a better credit score and financial health, with most results occurring within 6 months of enrollment in our program.
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