Financial brokerage in Miami, FL
18 results found
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Merrill Lynch Financial Advisor Raul Rohr
● ClosedMerrill Lynch Financial Advisor Raul Rohr is a finance institution located at 701 Brickell Avenue in Miami, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, we are dedicated to helping clients achieve their financial goals. It is important to note that investing involves risk, and our advisors do not provide legal, tax, or accounting advice. We offer a wide range of services including brokerage, investment advisory, insurance, annuity products, trust and fiduciary services, and banking products. Our team of advisors hold various certifications and designations to provide expert financial guidance. Visit us to start your journey towards financial success.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Andres J. Leon
● ClosedMerrill Lynch Financial Advisor Andres J. Leon is located at 701 Brickell Avenue in Miami, Florida, United States. As a finance institution, our focus is on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Our Merrill Personal Wealth Analysis™ can help us build a personalized plan centered on your goals. With a mission to understand you and what matters most, we ask thoughtful questions and listen carefully to where your wealth stands today and where you want it to be tomorrow. Our approach is to focus on potential solutions that can help turn your goals into reality, whether it's managing future health care expenses, planning for college, or passing wealth to future generations. We believe in personalized plans that help you manage, grow, and preserve your wealth today and for years to come.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Luis A Caceres
● ClosedMerrill Lynch Financial Advisor Luis A Caceres is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. As your Merrill advisor, Luis Caceres can provide personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Luis can help you create a flexible financial plan that adapts to changing market conditions. Luis Caceres follows the Merrill tradition of community involvement, volunteering with organizations in the community. Through Merrill Personal Wealth Analysis™, he can build a personalized plan focused on your goals and priorities. By understanding your values and aspirations, Luis can help you pursue your financial goals through personalized wealth management strategies.
8840 SW 136th St, Miami, FL 33176, United States -
Merrill Lynch Financial Advisor Paul Greyson
● ClosedMerrill Lynch Financial Advisor Paul Greyson is located at 200 South Biscayne Boulevard in Miami, Florida, United States. Paul works with an exclusive group of Ultra-High-Net-Worth investors and investment managers, drawing from his firsthand experience in working with UHNW families and as an independent investment manager. He believes in treating all clients as if they are members of his own family, understanding the complexities of building significant wealth. With a background in launching and managing a hedge fund and working as an Analyst for Morgan Stanley, Paul graduated from Northwestern University with a B.S. in Communications Studies. Outside of work, he enjoys playing racquet sports, exploring new restaurants in Miami, and collecting art. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans centered on clients' goals and aspirations. Paul's mission is to understand each client individually, asking thoughtful questions and designing personalized plans to help them achieve their financial objectives while managing investment risk. By focusing on potential solutions tailored to each client's unique circumstances, Paul aims to turn goals into reality.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Daniel Montes de Oca
● ClosedMerrill Lynch Financial Advisor Daniel Montes de Oca is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in the District of Columbia and US territories, we are dedicated to helping clients achieve their financial goals. Our team of advisors can assist you in navigating the complexities of investing, asset allocation, and financial planning. We offer a broad range of brokerage, investment advisory, and other services to help you make informed decisions about your financial future. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and insurance and annuity products are offered through Merrill Lynch Life Agency Inc. We are committed to providing you with information about products and services that may be of interest to you, and we strive to help you achieve the life you want through sound financial planning.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Truist Financial
● ClosedTruist Financial is a bank and finance institution located at 1000 Southwest 67th Avenue in Miami, Florida, United States. They offer a range of services including banking products, loans, deposit accounts, trust and investment management services, securities, brokerage accounts, insurance, investment advisory services, and mortgage products. Truist also provides resources for consumers with Limited English Proficiency, offering translation and language access services. Customers can find the right loan or credit card by pre-qualifying with Truist Financial. Please note that tax implications are informational only, and customers should consult their own tax or legal professional before taking any action. Truist Advisors may be officers and/or associated persons of Truist Investment Services, Inc. and/or Truist Advisory Services, Inc. Applications, agreements, and other communications will be provided in English, so customers should be able to speak, read, and understand English or have a translator available.
1000 SW 67th Ave, Miami, FL 33144, United States -
iSure Insurance Brokers
● ClosediSure Insurance Brokers, located at 8950 Southwest 74th Court in Miami, Florida, is a boutique insurance and employee benefits brokerage and consultancy specializing in group health insurance, employee benefits, group disability insurance, workers compensation, and homeowners insurance. Founded in 1984, iSure is an independent, privately held institution that is purely client-driven. As independent brokers, they negotiate on behalf of their clients with the whole insurance carrier market, ensuring they are not tied to any one carrier. Operating leanly, iSure invests resources where they matter most to their clients, allowing them to quickly adapt to changes in the insurance market. With a focus on financial literacy, iSure helps small business owners manage their finances effectively and achieve their profit goals. Additionally, they provide guidance on buy/sell agreements for business partnerships and offer ten techniques for optimizing time management to increase productivity.
8950 SW 74th Ct Suite 2201, Miami, FL 33156, United States -
D&V FLORIDA HEALTH INSURANCE
● OpenD&V Florida Health Insurance is a leading insurance agency located at 843 Northeast 125th Street in North Miami, Florida. We specialize in providing health insurance products tailored to suit your individual needs and budget. Our trained professionals, licensed health agents, offer counseling services to help you navigate through life's challenges, such as job loss, relocation, natural disasters, and school stress. We understand the importance of staying covered, which is why we provide monthly follow-ups to ensure you never experience a lapse in coverage. As the number one insurance brokerage firm in Florida, we are committed to providing top-quality service and ensuring a positive experience with any insurance carrier you choose. Our goal is to serve our members in compliance with state regulations and to build trusting relationships with our customers. You can count on us to listen to your needs, act promptly, and continuously improve our services.
843 NE 125th St, North Miami, FL 33161, United States -
Levin Law P.A.
● OpenLevin Law P.A. is a prestigious law firm located in Miami, Florida, United States. The firm specializes in providing exceptional legal representation to clients worldwide. With a proven track record of success, Levin Law P.A. has recovered millions of dollars for clients in cases involving brokerage firms, derivative investments, and fraudulent securities. Managing partner Brian Levin has received top ratings from Martindale-Hubbell and has been recognized by Super Lawyers for his dedication to clients and history of successful results. Additionally, Levin Law P.A. is a member of the Multi-Million Dollar Advocates Forum, showcasing their elite status in the legal community.
2665 South Bayshore Dr Suite PH2B, Miami, FL 33133, United States -
Element Pointe
● OpenElement Pointe is a finance institution located at 333 Southeast 2nd Avenue in Miami, Florida. We specialize in family office wealth management planning, always putting our clients' interests first. Unlike traditional banks and brokerage firms, we are a fee-only, independent registered investment advisor, ensuring that we never earn commissions or referral fees for the sale of financial products. Our core goal is to align our interests with our clients' and provide objective, transparent, and knowledgeable advice. Through our open-architecture investment platform, experienced executive team, relationships with qualified custodians, and strategic technology alliances, we empower our clients to have greater insights into their investment portfolios and overall financial picture.
333 SE 2nd Ave #2520, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Richard Harris
● OpenMerrill Lynch Private Wealth Advisor Richard Harris, 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, part of Merrill Private Wealth Management, provides customized strategies aligned with specific values to meet specialized needs with trust and personalized service. Recognized for exemplary client service, the advisors at Merrill have received accolades from financial industry publications and Bank of America Corporation. They offer strategies designed to help clients achieve their goals using a goals-based wealth management approach. The Rosenfeld Group serves a dynamic and elite clientele with substantial wealth, managing multiple priorities and challenges.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Manuel J Escobio
● ClosedMerrill Lynch Private Wealth Advisor Manuel J Escobio is a premier financial institution located at 701 Brickell Avenue in Miami, Florida, United States. Our team of private wealth advisors offers industry-leading research and expert analysis to help you stay ahead in managing your financial priorities. We provide customized services supported by the broad capabilities of a global institution, focusing on a limited number of clients to offer personalized attention for all aspects of your financial life. Our rigorously trained private wealth advisors are dedicated to meeting your specialized needs with relationships based on trust and personalized service. We are proud of our advisors who have received recognition from financial industry publications, setting the standard for exemplary client service. Forbes has recognized us as "Best-in-State Wealth Advisors" in 2023, showcasing our commitment to excellence.
701 Brickell Ave 11th Floor, Miami, FL 33131, 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 -
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 -
South Florida Rental Property Management LLC
● ClosedSouth Florida Rental Property Management LLC, located at 3850 South University Drive in Davie, Florida, is a real estate agency serving Palm Beach, Broward, and Miami-Dade counties. Whether you are looking for a reliable tenant for your property or searching for your dream home, we are here to assist you. We specialize in managing a variety of properties, from single family homes to commercial buildings, with the goal of maximizing your investment return while alleviating the burdens of being a landlord. Our team works closely with tenants to ensure their satisfaction and promptly address any concerns. Unlike other property management firms, we do not mark up vendor services and stay up-to-date on industry trends to keep your properties competitive in the market. With a focus on owner satisfaction, we offer personalized services for investment, property management, brokerage, and rent with the option to purchase. Let us take the stress out of managing your property and provide you with consistent rental revenue and financial statements. Contact South Florida Rental Property Management LLC for superior customer service at an affordable price.
3850 S University Dr #291333, Davie, FL 33328, United States -
Freight Dispatch Service, INC
● ClosedFreight Dispatch Service, INC is a moving company located at 8880 Northwest 20th Street, Miami, Florida, United States. Our top priority is your safety, which is why we have a dedicated safety department to ensure all your needs are taken care of. Since 2016, we have been committed to providing excellent service, offering the best rates, 24/7 attention, and payments on time without excuses. Our fleet mainly consists of Owner Operators, allowing for a close relationship and better service. We offer drivers the freedom to choose their own loads and provide financial assistance for repairs when needed. With quarterly inspections and a focus on safety, we aim to optimize your road performance and reduce breakdown costs. Join our team for a respectful and transparent work environment with experienced professionals dedicated to your safety. Contact us for more information on how to become a part of our team.
8880 NW 20th St suite j, Miami, FL 33172, United States -
Enso Brokers LLC
● OpenEnso Brokers LLC is a reputable financial institution located at 19930 Southwest 136th Street in Miami, Florida. We specialize in providing top-notch brokerage services to our clients, helping them navigate the complex world of investments and financial planning. Our team of experienced brokers is dedicated to helping clients achieve their financial goals and make informed decisions about their money. With a commitment to excellence and a focus on customer service, Enso Brokers LLC is the go-to choice for individuals and businesses looking for expert financial guidance.
19930 SW 136th St, Miami, FL 33196, United States -
Truist
● ClosedTruist 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
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