The 30 Best Financial planning expertise in South Miami, Florida

South Miami Notary Services is a trusted institution located in South Miami, Florida, offering professional notary services for all your financial needs. Conveniently situated at 7400 Southwest 66th Avenue, our experienced notaries are dedicated to providing efficient and reliable services to ensure all your documents are properly authenticated. Whether you need assistance with loan signings, real estate transactions, or any other financial documents, South Miami Notary Services is here to help. Trust us to handle your important paperwork with professionalism and expertise. Contact us today to schedule an appointment.

Merrill Lynch Financial Advisor Charu Narain is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Charu Narain has been with Merrill Lynch Wealth Management since 2005, bringing with her a wealth of experience in banking from various countries including India, Singapore, and South Korea. As a Wealth Management Advisor, Charu focuses on developing customized strategies for corporate executives, professionals, and business owners to help meet their total wealth management needs. Charu holds various certifications including the CERTIFIED FINANCIAL PLANNER™, CPWA®, and CPFA designations. She is dedicated to serving the community and is actively involved in the Women United Group of the United Way of Miami Dade. At Merrill Lynch Wealth Management, Charu believes in starting every relationship with a conversation to understand the client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Charu can build a personalized plan centered around the client's aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Charu can tailor the financial approach to align with the client's investing preferences and goals.

Woodruff & Co. LLC - Miami Business Tax Help is a leading accounting and finance institution located in Homestead, Florida. With a prime location at 201 Southwest 2nd Avenue, this establishment specializes in providing expert tax assistance and financial services to businesses in the Miami area. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and regulations, ensuring compliance and maximizing financial efficiency. Whether you are a small start-up or a large corporation, Woodruff & Co. LLC is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise to help your business thrive and succeed in today's competitive market.

Merrill Lynch Financial Advisor Chris A Brunk is a reputable finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing expert financial advice and personalized wealth management services, this institution is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your assets, Merrill Lynch Financial Advisor Chris A Brunk offers a range of services tailored to meet your individual needs. Trust in their experience and expertise to guide you towards a secure financial future.

Coastal Wealth in Miami, located at 2 South Biscayne Boulevard, is a leading financial solutions firm known for its innovation, collaboration, and trustworthiness. With a focus on integrity, transparency, and ethical conduct, Coastal Wealth offers a wide range of services including tailored financial plans, investment strategies, and tax planning. Their dedicated team of experts is committed to guiding clients through personalized financial journeys aligned with their aspirations. Coastal Wealth is also actively involved in supporting local charitable and civic organizations, making a positive impact on the community. With a mission to become the most innovative, collaborative, and trusted financial solution firm in the nation, Coastal Wealth upholds the highest standards of excellence, transparency, and integrity in all that they do.

Amy Burgess is a Financial Advisor at Ameriprise Financial Services, LLC located at 9350 South Dixie Highway in Miami, Florida, United States. Amy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. She is dedicated to providing comprehensive financial advice to individuals and small business owners. Amy's qualifications and commitment to her clients make her a trusted partner in navigating the complexities of financial planning and investment management.

Jack R Rearden is a financial advisor at Ameriprise Financial Services, LLC located at 9150 South Dadeland Boulevard, Miami, Florida, United States. Jack R Rearden holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Jack R Rearden specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Jack R Rearden is dedicated to helping clients achieve their financial goals.

Jordan Starr is a financial advisor at Ameriprise Financial Services, LLC, located at 9350 South Dixie Highway in Miami, Florida, United States. With a background and qualifications available on FINRA's BrokerCheck website, Jordan specializes in helping clients navigate the complexities of retirement planning and investment strategies. As a client of Ameriprise Financial Services, LLC, you can expect personalized advice tailored to your unique financial goals and circumstances. Jordan Starr can only conduct securities business with residents of states in which they are properly registered, so be sure to check FINRA's BrokerCheck website for a list of eligible states.

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.

Jeffrey Blum, a Financial Advisor at Ameriprise Financial Services, LLC, located at 9350 South Dixie Highway in Miami, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Jeffrey Blum has the expertise to provide tailored financial solutions for clients. From asset management to retirement planning, estate planning to risk management, Jeffrey Blum is dedicated to helping clients achieve their financial goals. With additional certifications in behavioral finance, philanthropy, annuities, and more, clients can trust in Jeffrey Blum's knowledge and commitment to providing top-quality financial advice. Whether you are planning for retirement, going through a divorce, or looking to maximize the value of your business, Jeffrey Blum is here to help. Contact Jeffrey Blum today for expert financial guidance and personalized service.

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 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.

Samantha Maysonet is a financial advisor at Ameriprise Financial Services, LLC located at 9130 South Dadeland Boulevard in Miami, Florida, United States. Samantha holds several certifications 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 demonstrate Samantha's expertise in various financial areas such as asset management, estate planning, retirement planning, investment management, and insurance products. Samantha is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on helping them achieve their financial goals and secure their financial future.

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.

Ralph Lichaa - Ameriprise Financial Services, LLC, located at 9130 South Dadeland Boulevard in Miami, Florida, is a finance institution that offers personalized financial planning and investment services. Each Ameriprise advisor at this location has their own "Top areas of focus" to help you reach your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best aligns with your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation to discuss your financial situation and goals.

Merrill Lynch Financial Advisor Glenn C Feigin is a prestigious financial institution located at 200 South Biscayne Boulevard, Miami, Florida, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Glenn C Feigin and his team at The Feigin Group provide personalized advice and guidance to business owners and affluent families, utilizing the resources available at Merrill and Bank of America. The team offers a wide range of proprietary and non-proprietary products and services, blending customized strategies to pursue unique financial objectives.

Merrill 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.

Merrill Lynch Financial Advisor John M Shupenko is a renowned finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing expert financial advice and services, this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor John M Shupenko is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards financial success.

securities or other financial instruments. The information provided does not take into account your particular investment objectives, financial situation or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. The Merrill Lynch Financial Advisor Jorge A Gonzalez institution, located at 200 South Biscayne Boulevard in Miami, Florida, offers personalized financial strategies tailored to clients' goals and objectives. With a background in finance and marketing, Jorge Gonzalez is dedicated to building enduring client relationships and providing honest guidance. He works with high-net-worth families to help them accumulate, preserve, and transfer wealth through portfolio and liability management.

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.

Merrill Lynch Financial Advisor Enrique Falla is located at 200 South Biscayne Boulevard in Miami, Florida. Enrique Falla, Jr. is a Senior Vice President International Wealth Advisor with over 14 years of experience in financial and sales management. He specializes in working with high net worth families and their businesses, drawing on his extensive multinational background. Enrique holds an MBA in International Business and a BA in Business Administration from the University of Miami. He is actively involved in the community and values building personalized financial plans centered on individual goals. With a focus on understanding clients' priorities and evolving needs, Enrique offers tailored investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. Whether planning for retirement, saving for education, or managing wealth transfer, Enrique is dedicated to helping clients achieve their financial goals. Through ongoing communication and adjustments to financial approaches, Enrique aims to guide clients through life's changes and market fluctuations. As a registered advisor in multiple states, Enrique Falla is committed to providing personalized service and investment insights to help clients live their best financial life.

Accounting & Tax Services of South Florida, Corp. is a reputable institution located at 6080 Bird Road 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 in the South Florida area. With years of experience and expertise in tax preparation, bookkeeping, and financial consulting, we strive to help our clients achieve their financial goals and maximize their tax savings. Trust Accounting & Tax Services of South Florida, Corp. for all your accounting and financial needs.

Gennadiy Arnautov CPA in Miami, Florida offers expert tax, accounting, and business advisory services to both businesses and individuals. Our Ukrainian-speaking tax consultant provides affordable accounting and payroll services to help keep your finances in order and your business running smoothly. We work diligently to ensure that you receive every deduction and credit you deserve, while also helping you stay compliant with IRS and FATCA requirements. Our proven strategies will help your business stay profitable and on track for success. Whether you are incorporating a new business, managing assets outside of the US, or need specialized accounting services for industries such as transportation, construction, real estate, healthcare, or professional services, we have the expertise to assist you. We also provide tailored accounting solutions for businesses in the hospitality and wellness industries.

South Point LLC is a leading institution located at 17810 Southwest 107th Avenue in Miami, Florida. We specialize in providing top-notch services and solutions in various industries. Our experienced team is dedicated to delivering exceptional results and exceeding our clients' expectations. Whether you are looking for consulting services, investment opportunities, or business solutions, South Point LLC is your trusted partner. Visit us today to see how we can help you achieve your goals.

BC Expertise LLC is a leading institution located at 2665 South Bayshore Drive in Miami, Florida. Our team of experts specializes in providing top-notch consulting services in various industries, including finance, technology, and marketing. With a strong track record of success, we are committed to helping our clients achieve their business goals and maximize their potential. Contact us today to learn more about how BC Expertise LLC can help your organization thrive.

Alliance International Advisors is a leading insurance agency located at 2000 South Dixie Highway in Miami, Florida, United States. With a strong focus on providing personalized and comprehensive insurance solutions, our team of experienced advisors is dedicated to helping clients protect what matters most. Whether you are looking for coverage for your home, car, business, or health, Alliance International Advisors is committed to finding the right policy to meet your specific needs. Contact us today to learn more about how we can help you secure your future.

Insurance | Annuities | Life | Health | JC Jimenez of Anthem Risk Management is a leading insurance agency located at 200 South Biscayne Boulevard, Miami, Florida, United States. Specializing in providing comprehensive insurance solutions for business owners and individuals seeking financial independence to retire early, our team at Anthem Advisors is dedicated to helping you navigate life's complex financial decisions. With a focus on personalized financial planning and risk management, we offer a range of insurance products including annuities, life insurance, and health insurance to meet your specific needs. Our experienced financial advisors, backed by the latest technology in a Multi-Family Office, are here to guide you towards achieving your financial goals with confidence.

Manny Miranda - State Farm Insurance Agent is a reputable insurance agency located at 16896 South Dixie Highway in Miami, Florida. With over 32 years of experience, State Farm Agent Manny Miranda provides insurance and retirement planning services to individuals, families, and businesses. He is dedicated to helping clients achieve their retirement income goals and offers expertise in planning, asset allocation, and retirement strategies. Before establishing his State Farm agency in 1990, Manny Miranda worked as a project manager consultant on various design and construction projects, including nuclear power plants and NASA's shuttle system. He holds a BS in project management from Florida International University and a Certificate of Financial from the University of Miami.

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.

Kramer, Green, Zuckerman, Greene & Buchsbaum, PA is a legal institution located in Hollywood, Florida, United States. Specializing in accounting, finance, and legal services, our firm combines large firm expertise with small firm attention to provide unique legal solutions tailored to each client's individual needs. We offer services related to business litigation, asset protection, estate planning, and business transactions, serving clients in Hollywood, Fort Lauderdale, Boca Raton, Miami, and surrounding areas. Our goal is to protect our clients' legal rights and interests, offering flexible scheduling to accommodate their professional and personal needs. We strive to build strong and lasting relationships with our clients, providing legal advice and representation that meets their goals. Whether you need assistance with insurance claims, commercial litigation, business formation, or other legal matters, Kramer, Green, Zuckerman, Greene & Buchsbaum, PA is here to help. Contact us at our Hollywood office for more information.