The 30 Best Financial planning expertise in North Miami, Florida

Julian Martinez: Primerica Financial Services is a reputable finance and insurance agency located at 10661 North Kendall Drive in Miami, Florida. With a strong focus on providing comprehensive financial solutions to individuals and families, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage or investment opportunities, we are committed to providing personalized services and tailored solutions to meet your specific needs. Contact us today to learn more about how we can help you build a secure financial future.

Claudia Balarezo - TD Wealth Financial Advisor is a leading finance institution located at 11480 North Kendall Drive in Miami, Florida, United States. As a trusted financial advisor, Claudia Balarezo provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, clients can expect top-notch service and expertise from this esteemed institution. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Claudia Balarezo - TD Wealth Financial Advisor is dedicated to helping you succeed.

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.

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.

Pribramsky & Company, CPAs North Palm Beach is a reputable accounting and finance institution located at 784 U.S. 1, North Palm Beach, Florida, United States. We pride ourselves on providing personalized and timely communication to all our clients, ensuring that each individual receives the attention and care they deserve. Our services include individual, business, and condo association bookkeeping, payroll and sales tax processing, financial statement preparation, and QuickBooks set up and consulting. In addition to tax return preparation and IRS audit representation, we also offer accounting services for Homeowners and Condominium Associations, as well as back office support for property management companies. Our team is experienced in handling compilations, reviews, audits, financial fraud investigations, and business valuations for various purposes such as estate planning and business separations.

HTJ.Tax in the USA is a finance institution located at 373 Northeast 211th Terrace, North Miami Beach, Florida, United States. The institution provides US Taxation services to simplify international US taxes for individuals with complex, multi-jurisdiction tax issues related to cross-border employment and investment opportunities. The leader of the US Tax Team has completed the Comparative Tax Program at Harvard University, offering expertise in preparing US federal and state income tax returns for expatriates, foreign nationals, and individuals with international financial interests. As international tax consultants, HTJ.Tax specializes in analyzing tax treaties, income sourcing, and reporting of foreign financial accounts and entities. They work closely with clients' attorneys and advisors to provide comprehensive tax advice and develop cost-effective strategies. With a focus on minimizing overall tax liability, the institution offers tailored tax planning services for individuals and businesses with US tax exposure.

Accounting and Payroll Services Miami is a reputable institution located at 1970 Northeast 123rd Street in North Miami, Florida, United States. Specializing in accounting and finance, they offer a wide range of services including payroll processing, tax preparation, bookkeeping, and financial consulting. With a team of experienced professionals, they provide top-notch financial solutions to individuals and businesses in the Miami area. Whether you need help with managing your finances or preparing your taxes, Accounting and Payroll Services Miami is the go-to institution for all your accounting needs.

Costa Miami Homes is a premier institution located at 7501 East Treasure Drive in North Bay Village, Florida. Specializing in finance, real estate, and travel services, our team of experts is dedicated to helping clients navigate the Miami real estate market with ease. Whether you are looking to buy, rent, or sell a property, we offer local expertise and a global network to ensure a seamless and successful transaction. With a focus on customer satisfaction and personalized service, Costa Miami Homes is your trusted partner in making your real estate investment dreams a reality in the vibrant and ever-growing Miami market.

Miami Mortgage Group Inc. is a reputable finance institution located at 11420 North Kendall Drive in Miami, Florida. With a team of experienced professionals, we specialize in providing tailored mortgage solutions to our clients. Whether you are a first-time homebuyer or looking to refinance your current loan, our experts are here to guide you through the process and find the best options to suit your needs. Trust Miami Mortgage Group Inc. to help you achieve your homeownership goals with personalized service and expertise.

North Star Advance is a leading finance institution located at 382 Northeast 191st Street in Miami, Florida, United States. We specialize in providing innovative financial solutions to individuals and businesses in need of quick and reliable funding. With a team of experienced professionals, we strive to help our clients achieve their financial goals and overcome any obstacles they may face. Whether you need a personal loan, business financing, or debt consolidation services, North Star Advance is here to help you navigate the complexities of the financial world and secure the funding you need. Visit us today to learn more about our services and how we can assist you in reaching your financial aspirations.

First Class Real Estate, LLC is a multifaceted institution located at 12944 West Dixie Highway, North Miami, Florida, United States. Specializing in accounting, finance, insurance agency, and real estate agency services, we are dedicated to providing our clients with an exceptional experience. With over 18 years of experience, we are committed to helping you achieve your goals in a timely and stress-free manner. At First Class Enterprises, we are known for our expertise in income tax services, with thousands of satisfied clients and hundreds of thousands of dollars in refunds. We are the go-to choice for many residents in South Florida for their tax needs. Additionally, we offer auto insurance services, allowing you to compare and purchase the right coverage for your budget and insurance requirements.

United Tax & Accounting Group is a leading institution in Miami, Florida, specializing in accounting and finance services. Located at 16650 North Kendall Drive, our team is dedicated to providing expert guidance and support to individuals and businesses in navigating the complexities of tax laws and financial management. At United Tax & Accounting Group, we understand the importance of safeguarding your financial information. Our experienced professionals are equipped to handle tax identity theft cases, ensuring that your credits and refund money are protected from fraudulent activities. We also assist clients in resolving tax penalties resulting from missed deadlines or inaccurate information provided to tax authorities.

Julian Mason Notary is a trusted financial institution located at 1725 Northeast 116th Road in North Miami, Florida. Specializing in notary services, they provide a range of financial solutions to meet the needs of their clients. With a team of experienced professionals, Julian Mason Notary offers reliable and efficient services to ensure all documents are properly executed and authenticated. Whether you need assistance with legal documents, real estate transactions, or other financial matters, Julian Mason Notary is dedicated to providing top-notch service with attention to detail. Visit their office in North Miami to experience their expertise firsthand.

Monica I. Salis, PA is a law firm located at 1600 North Federal Highway in Pompano Beach, Florida. Specializing in family law, the firm offers personalized legal services to help clients achieve their objectives. Serving clients in Broward County, Palm Beach County, and Miami-Dade, the firm is available for family law litigation throughout the State of Florida. With a focus on addressing each client's specific needs and concerns, Monica I. Salis, PA provides experienced representation for both amicable and contested family law matters. Recognizing the financial and emotional impact of litigation, the firm is committed to guiding clients through life-altering changes with compassion and expertise.

Sheleen G Khan Law Office is a trusted institution located at 13499 Biscayne Boulevard in North Miami, Florida, United States. Specializing in finance and legal services, Attorney Sheleen G. Khan is dedicated to providing reliable legal counsel for foreclosures and evictions. With a deep understanding of the law and individual circumstances, she works closely with clients to create personalized plans for success. Ms. Khan is experienced in debt relief, foreclosure avoidance, lien reduction, landlord/tenant issues, real estate matters, condominium disputes, loan modification, contract litigation, and bankruptcy. Notably, she has successfully won lawsuits against foreclosure lenders, like HSBC, helping clients save their homes and eliminate mortgage debt.

Barry A. Nelson - Law Offices of Nelson & Nelson, P.A. is a prestigious law firm located at 2775 Northeast 163rd Street in North Miami Beach, Florida. Led by Barry A. Nelson and Jennifer E. Okcular, the firm specializes in providing estate planning and asset protection legal services for high net worth and private wealth clients. With decades of experience, the attorneys at Nelson & Nelson offer personalized and creative legal advice to help clients plan for the future and ensure the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. is known for its professional excellence in Tax Law and Trusts and Estates Law. The firm takes a team approach towards estate planning and tax planning, offering a wide range of legal services including wills and trusts, asset protection, trust and estate administration, probate administration, and corporate, partnership, LLC, and family business planning.

Bottom Line Concepts is a trusted institution located in North Miami Beach, Florida, dedicated to helping American businesses reinvest in themselves. They specialize in assisting businesses with the Employee Retention Credit (ERC) program, a government stimulus initiative designed to support businesses that retained their employees during the Covid-19 pandemic. Led by Adrien Pouey, Sr. Manager of Global Delivery Center, Bottom Line Concepts provides expert guidance on navigating the ERC program and maximizing refunds for eligible employers. With a focus on creative solutions and personalized assistance, Bottom Line Concepts helps businesses claim refunds for 2020 and 2021, potentially receiving significant amounts ranging from $100,000 to $6 million. The institution ensures that businesses meet the necessary requirements for the ERC, such as a significant decline in gross receipts or a full or partial suspension of operations. They also provide support in filing amended tax returns to accurately reflect ERC credits. With a commitment to transparency and expertise, Bottom Line Concepts stands out as a reliable partner for businesses seeking financial relief through the ERC program.

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.

International Accounting is a leading institution located at 10511 North Kendall Drive in Miami, Florida, United States. Specializing in accounting and finance, our institution offers a comprehensive curriculum designed to prepare students for successful careers in the global financial industry. With expert faculty, state-of-the-art facilities, and a strong emphasis on practical skills development, International Accounting provides a top-notch education that equips students with the knowledge and expertise needed to excel in the field of accounting and finance on an international scale. Join us and embark on a rewarding journey towards a successful career in the dynamic world of finance.

Nearman, Maynard, Vallez, CPAs, P.A. is a renowned accounting and finance institution located at 10661 North Kendall Drive, Miami, Florida, United States. Since 1979, their mission has been to provide quality, efficient, and professional services exclusively to the credit union industry. Rated as one of the top three credit union auditors in the nation, they have built a reputation for their expertise and dedication to the industry. With over 170 credit union clients across the United States, their team of efficient, proactive, and knowledgeable CPAs work closely with clients to achieve their goals. Services offered include certified audits, management consulting, internal audit, compliance, and operational services. Nearman, Maynard, Vallez, CPAs, P.A. is a trusted resource for compliance, accounting, and regulatory issues affecting credit unions, with a high client retention rate due to their quality work and teamwork approach.

Global Management Advisory is a leading finance institution located at 2037 Northeast 163rd Street in North Miami Beach, Florida. Our team of experts provides comprehensive financial advisory services to clients around the world. With a focus on global management strategies, we help businesses and individuals navigate the complex world of finance to achieve their goals and maximize their success. Trust Global Management Advisory to provide you with the expertise and guidance you need to thrive in today's competitive financial landscape.

BL Consulting is a leading finance institution located in North Miami, Florida. Our team of expert financial consultants provides personalized advice and solutions to help clients achieve their financial goals. Whether you're looking to invest, plan for retirement, or manage your wealth, BL Consulting has the expertise to guide you every step of the way. Visit us at 685 Northeast 126th Street to start your journey to financial success today.

Stone Tower Capital Group LLC. is a finance institution located at 1395 Brickell Avenue, Miami, Florida, United States. As the first financial boutique for Latin American investors, we offer a wide range of investment alternatives without any direct association or commitment to specific financial institutions. Our founders have managed over USD 4.5 Billion in investments throughout their careers, providing us with the expertise to create solid investment plans tailored to your specific needs and goals. Located in Brickell, Miami, the most relevant business center for Latin American investments in the United States, we aim to help you invest in the US market with confidence in the safety of your capital. We provide direct access to international banking services for you and your loved ones, helping you navigate the North American economy and explore opportunities for EB-5 and E2 visas.

CAPTRUST is a leading financial institution located in North Miami, Florida, United States. With a focus on providing comprehensive financial planning and investment management services, CAPTRUST is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized advice and guidance to help clients make informed decisions about their financial future. Whether you are planning for retirement, saving for college, or managing your investments, CAPTRUST is committed to providing the expertise and support you need to succeed. Visit us at 1801 Northeast 123rd Street to learn more about how we can help you reach your financial goals.

Douglas R. Lupisell CPA, Pa is a reputable accounting and finance institution located at 939 Northeast 125th Street in North Miami, Florida, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their team of certified professionals is dedicated to providing personalized and reliable financial solutions to individuals and businesses. Trust Douglas R. Lupisell CPA, Pa for all your accounting and finance needs.

LSM CPA Firm is a reputable accounting and finance institution located at 190 Northeast 199th Street in North Miami Beach, Florida, United States. With a team of experienced and knowledgeable professionals, LSM CPA Firm offers a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, audits, financial planning, or any other accounting needs, LSM CPA Firm is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

Bon Accounting is a reputable accounting and finance institution located at 666 Northeast 128th Street in North Miami, Florida. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting-related services, our dedicated staff is here to assist you. Trust Bon Accounting for all your financial needs and experience top-notch service and expertise.

Precision Data Strategy, LLC is a leading accounting and finance institution located at 13499 Biscayne Boulevard in North Miami, Florida, United States. With a focus on accuracy and efficiency, our team of experts provides tailored data solutions to help businesses make informed financial decisions. Whether you need assistance with financial planning, analysis, or reporting, our dedicated professionals are here to support you every step of the way. Trust Precision Data Strategy, LLC to help you achieve your financial goals with precision and expertise.

Day Pitney LLP is a prestigious law firm located in Miami, Florida, United States. With a long history of providing top-notch legal services, Day Pitney LLP is known for its expertise in a wide range of practice areas including corporate law, real estate, litigation, and more. The firm is committed to delivering exceptional results for its clients and has a reputation for professionalism and integrity. With a team of highly skilled attorneys, Day Pitney LLP is dedicated to providing personalized and strategic legal solutions to meet the unique needs of each client.

Mornick Neil J CPA is a reputable accounting and finance institution located at 11440 North Kendall Drive in Miami, Florida, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Their team of certified public accountants offers a wide range of services including tax preparation, financial planning, auditing, and more. Trust Mornick Neil J CPA for all your accounting and financial needs.