TOP 10 Financial consulting firms in Miami, FL
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Byrd Martinez CPA, LLC
Byrd Martinez CPA, LLC is a reputable accounting and finance firm located at 3390 Mary Street in Miami, Florida, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business looking for financial guidance, Byrd Martinez CPA, LLC is dedicated to helping you achieve your goals and secure your financial future.
Zamansky LLC
Zamansky LLC is a prominent investment and securities fraud law firm located in the heart of NYC Wall Street and Miami, FL. With over 60 years of combined experience, our team of securities lawyers specializes in assisting investors in securities arbitration and litigation cases against financial institutions, securities issuers, underwriters, and other wrongdoers. We have successfully recovered tens of millions of dollars in stockbroker fraud matters through securities arbitrations and class action cases. Our clients range from small individual investors to high-net-worth clients and institutions, and we also handle ERISA actions and employment law cases for securities industry employees. If you have suffered investment losses due to fraud or misconduct, our attorneys will fight aggressively to recover your losses and hold the responsible parties accountable. Contact Zamansky LLC today for a consultation with an experienced securities lawyer.
The Law Offices of Aric N. Williams, P.A.
The Law Offices of Aric N. Williams, P.A. is a reputable corporate law firm located in Miami, Florida. Led by Aric N. Williams, Esq., and his professional team, the firm provides indispensable legal services to growing businesses across various industries. With a deep understanding of the legal, tax, and financial aspects that can arise during a fund's life cycle, the team at Aric N. Williams, P.A. offers comprehensive and innovative business solutions to help clients achieve their goals. Specializing in merger and acquisition transactions, the firm pays meticulous attention to detail in areas such as tax effects, employment legislation, and business structuring. By combining their knowledge of tax, intellectual property, regulatory specifications, and labor laws, Aric N. Williams, Esq. and his associates ensure that every transaction is carried out efficiently and effectively.
HR Tax Advisors LLC
HR Tax Advisors LLC is a professional tax advisory firm located at 12741 Southwest 38th Terrace in Miami, Florida. Our team of experienced tax professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax planning, preparation, or IRS representation, we are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you navigate the complex world of taxes with ease.
David Lerner - Raymond James
David Lerner - Raymond James is a finance institution located at 9100 South Dadeland Boulevard in Miami, Florida. As a branch of the renowned Raymond James financial services firm, we offer a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing personalized guidance and support to ensure that each client receives the best possible financial solutions. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, David Lerner - Raymond James is here to help you every step of the way.
Merrill Lynch Private Wealth Advisor Richard Harris
Merrill 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.
Merrill Lynch Private Wealth Advisor Laura M Michael
Located at 701 Brickell Avenue in Miami, Florida, Merrill Lynch Private Wealth Advisor Laura M Michael offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention, the institution provides customized services supported by the global capabilities of Bank of America and Merrill. The team at Merrill Private Wealth Management is highly experienced and trained to understand the unique goals and values of each client. By using a goals-based wealth management approach, they aim to create personalized strategies that reflect each client's aspirations for themselves and future generations.
Merrill Lynch Private Wealth Advisor Adam Rosenfeld
Located at 200 South Biscayne Boulevard in Miami, Florida, Merrill Lynch Private Wealth Advisor Adam Rosenfeld 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. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill set the standard for exemplary client service. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Rosenfeld Group serves individuals, families, business owners, and executives using a goals-based wealth management approach. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges.
Stifel
Stifel is a finance institution located at 2340 Collins Avenue in Miami Beach, Florida. As a trusted financial services firm, Stifel offers a wide range of investment and wealth management services to individuals, businesses, and institutions. With a team of experienced financial advisors and analysts, Stifel provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Stifel is dedicated to providing expert guidance and support every step of the way. Visit us at our Miami Beach location to learn more about how Stifel can help you secure your financial future.
PennantPark Investment Advisers, LLC
PennantPark Investment Advisers, LLC is a finance institution located at 1691 Michigan Avenue in Miami Beach, Florida, United States. As a leading investment advisory firm, PennantPark provides tailored financial solutions and expert advice to help clients achieve their investment goals. With a team of experienced professionals and a commitment to excellence, PennantPark is dedicated to delivering personalized service and innovative strategies to maximize returns for their clients. Whether you are an individual investor or a corporate entity, PennantPark Investment Advisers, LLC is your trusted partner for all your financial needs.
Point Break Capital Management
Point 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.
Merrill Lynch Private Wealth Advisor Max A Figueroa
Merrill 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.
Simel Investments
Simel 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.
Merrill Lynch Private Wealth Advisor Ricardo Gutierrez
Merrill Lynch Private Wealth Advisor Ricardo Gutierrez, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in their pursuit of financial goals. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. The institution has received recognition from financial industry publications and Bank of America Corporation for exemplary client service. Strategies are designed to help clients achieve their goals through a goals-based wealth management approach that puts clients at the center of every personalized strategy.
Carlson Law, P.A.
Carlson 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.
J & O Accounting Services Inc
J & O Accounting Services Inc is a reputable accounting and finance institution located at 13831 Southwest 59th Street in Miami, Florida, United States. Our team of experienced professionals are dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, we are here to assist you every step of the way. Trust J & O Accounting Services Inc for all your accounting and finance needs.
HL Tax Accounting
HL Tax Accounting is a reputable institution located at 14331 Southwest 120th Street in Miami, Florida, United States. Specializing in accounting and finance services, we offer expert tax preparation, financial planning, and consulting for individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized and efficient solutions to help our clients achieve their financial goals. Trust HL Tax Accounting for all your accounting and finance needs in the Miami area.
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.
PBC Accounting and Tax Services Corp
PBC Accounting and Tax Services Corp is a reputable accounting and finance institution located at 9700 South Dixie Highway in Miami, Florida, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, payroll processing, financial planning, and more. Clients can rely on PBC Accounting for accurate and reliable financial assistance to help them navigate the complexities of the financial world.
Gustavo A Viera CPA
Gustavo A Viera CPA is a renowned accounting and finance institution located at 9780 East Indigo Street, Miami, Florida, United States. The institution offers a range of services, including financial audits for domestic and multinational companies such as Ford and Samsung. The team at Gustavo A Viera CPA is led by a Senior Audit Manager who oversees all aspects of engagements, from planning to financial preparation. The institution also offers services such as Chief Operating Officer and Director of Finance for the Latin America Region, providing expertise in overseeing financial activities, budgeting, and risk management for companies in the region. Outsourcing accounting services to Gustavo A Viera CPA offers numerous benefits, including cost reduction, quality of work, focus on core areas, access to a pool of expertise, and faster turnaround times. The institution also provides tax services to help clients navigate tax season with ease. Gustavo A Viera CPA is authorized to meet specific financial requirements set by the Florida Statutes and ensures that all financial statements are prepared in accordance with generally accepted accounting principles (GAAP).
Caceres & Caceres PA
Caceres & Caceres PA is a well-established accounting and finance institution located at 1035 Southwest 87th Avenue in Miami, Florida. Since opening its doors in 1972, the firm has been dedicated to meeting the needs of small businesses and individuals in the areas of accounting, bookkeeping, tax planning, and auditing. The experienced team at Caceres & Caceres PA offers a wide range of services including tax planning, litigation support, business consulting, information system consulting, and management advisory services. As a family-run business for over four decades, Caceres & Caceres PA prides itself on providing personalized solutions to each client's financial needs. With a focus on personal, professional, and quality service, Caceres & Caceres PA is committed to helping clients make the best financial decisions to ensure continued growth and success.
Parlade Schaefer Schortz, CPAs PA
Parlade Schaefer Schortz, CPAs PA is a reputable accounting and finance firm located at 5975 Sunset Drive in South Miami, Florida, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and professional service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Parlade Schaefer Schortz, CPAs PA is dedicated to helping you achieve your financial goals.
Sanson Kline Jacomino & Tandoc, LLP
Sanson Kline Jacomino & Tandoc, LLP is a leading accounting and finance institution located at 5805 Waterford District Drive in Miami, Florida, United States. With a commitment to helping both employees and clients achieve their goals, the firm believes in building strong and lasting relationships based on trust and respect. Providing the highest level of service and quality, Sanson Kline Jacomino & Tandoc, LLP is dedicated to meeting the financial needs of individuals and businesses with professionalism and expertise.
Jacobs Nones & Company, CPAs
Jacobs Nones & Company, CPAs is a full-service accounting firm located in Miami, Florida. Since 1950, we have been providing expert accounting and financial services to individual and business clients throughout the state. Our team of certified public accountants and professional staff are dedicated to providing personalized and professional service tailored to the needs of small and mid-sized businesses. We offer a range of services including tax planning and preparation, estate and trust planning, financial statement services, and more. Our clients have praised our team for their knowledge, professionalism, and ability to provide creative solutions to their financial needs. Contact us today to see how we can help you achieve your financial goals.
Rivadeneira & Associates Inc
Rivadeneira & Associates Inc is a leading accounting and finance firm located in Miami, Florida. Our team of skilled professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With our expertise in accounting, tax planning, and financial consulting, we strive to help our clients achieve their financial goals. Visit us at 2742 Southwest 8th Street to see how we can assist you in managing your finances effectively.
Kofsky Weinger PA - Certified Public Accountants
Kofsky Weinger PA is a reputable CPA firm located at 4010 Sheridan Street in Hollywood, Florida. With a focus on accounting and finance, our team has a proven track record of helping clients in Broward, Palm Beach, and Miami-Dade Counties achieve their financial goals while upholding the highest legal and ethical standards. We are committed to providing personalized and cost-effective solutions to meet your specific needs and ensure your satisfaction. Trust Kofsky Weinger PA for expert financial guidance and support.
Oscar O. Rey, CPA
Oscar O. Rey, CPA is a boutique accounting firm located at 1400 Lincoln Road in Miami Beach, Florida, United States. Led by founder Oscar Rey, CPA, the firm offers personalized accounting services for individuals and businesses in Miami Beach and beyond. With a focus on tax planning and a range of other financial services, the team at Oscar Rey CPA PA is dedicated to providing top-notch client care and expertise. Whether you need help with day-to-day bookkeeping, tax preparation, or financial reporting, our friendly and highly educated professionals are here to assist you. Trust Oscar Rey CPA PA to deliver a 5-star service and help your business succeed with our tailored accounting solutions. Contact us today to learn more about how we can support your financial needs.
Canner, Brody & Yan, LLC
Canner, Brody & Yan, LLC is a leading accounting and finance firm located at 701 Brickell Avenue in Miami, Florida. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses seeking financial guidance. Contact Canner, Brody & Yan, LLC for all your accounting and finance needs.
Miller CPA LLC
Miller CPA LLC is a trusted accounting and finance institution located at 1508 Bay Road, Miami Beach, Florida, United States. From individual to corporate clients, they provide personalized care and coordination for all financial needs. Their team, led by David Miller, goes above and beyond tax preparation, offering investment planning services in partnership with financial advisors. Clients rave about their meticulous attention to detail and friendly staff, making tax season worry-free. The Inflation Reduction Act and its effects on Alternative Minimum Tax are just some of the key points they cover to ensure clients are informed and prepared. MillerThayer, associated with David Miller CPA LLC, is a reputable accounting firm and registered investment adviser, providing top-notch services to clients.
Dave Roberts CPA, P.A.
Dave Roberts CPA, P.A. is a reputable accounting firm located at 100 Biscayne Boulevard 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 alike. With years of experience and a commitment to excellence, Dave Roberts CPA, P.A. is your trusted partner for all your accounting needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
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