TOP 30 Financial planning for lawyers in Miami, Florida

103 results found

Tonya Baker-Turner - State Farm Insurance Agent is a reputable insurance agency located at 18300 Northwest 62nd Avenue in Miami, Florida. With a strong commitment to providing personalized insurance plans to diverse households and businesses, our office has proudly served the Miami community for over two decades. Conveniently situated across the street from the post office, on the corner of Miami Gardens Drive and 62nd Avenue, our team is dedicated to meeting all of your insurance needs. Whether you require coverage for your car, home, life, renters, business, boat, motorcycle, or pet, our experienced and bilingual Spanish team is here to assist you. As a long-standing member of the State Farm Insurance family, we have a track record of exceptional customer service and have been recognized with prestigious awards from State Farm.

Legacy Builders of North America LLC is a leading institution specializing in accounting, finance, health, and insurance services. Located at 19545 Northwest 2nd Avenue in Miami Gardens, Florida, United States, our team of experienced professionals are dedicated to helping individuals and businesses build a strong financial legacy for the future. Whether you need assistance with tax planning, investment management, health insurance, or risk management, Legacy Builders of North America LLC is here to provide expert guidance and support. Contact us today to learn more about how we can help you achieve your financial goals.

AV Insurance Agency, located at 2409 Northwest 79th Street in Miami, Florida, is a trusted health and insurance agency. Established in 1965, this family-owned business is now in its third generation of ownership, with a long history of serving the state since 1928. Recognized as one of the Top 100 Insurance Offices in Florida by the Miami Herald in 1992, AV Insurance Agency prioritizes the needs of its customers by providing comprehensive coverage options for homeowners, auto, and businesses. With a focus on getting coverage right the first time, they are dedicated to protecting clients from unforeseen events such as hurricanes, fires, floods, and auto accidents. As Financial Literacy Month approaches, AV Insurance Agency emphasizes the importance of financial literacy for small business owners to ensure success. Whether you're planning a home remodel or looking to optimize your time management, AV Insurance Agency is here to help you navigate your insurance needs with expertise and care.

Estrella Insurance #268 is an insurance agency located at 1695 Northeast 163rd Street in North Miami Beach, Florida. Our licensed agents are experienced and knowledgeable, working with each client to find the best insurance coverage for their unique needs and budget. We offer a variety of insurance products including auto, home, renters, commercial, business, life, and health insurance. With over 40 years of experience, Estrella Insurance has built a reputation for quality, reliability, and trust. Our commitment to our clients is reflected in the positive feedback we receive, and we take pride in delivering exceptional service and value. Our agents can help find you the best price, guaranteed, by navigating over 25 insurance carriers. Remember, having the right auto coverage is crucial to avoid costly repairs or financial loss. Contact us for assistance and guidance in filing a claim, as we are here to help you every step of the way.

Sharon King - State Farm Insurance Agent is a local insurance agency located at 134 South Dixie Highway, Hallandale Beach, Florida, United States. Our office is conveniently situated just 1 block south of Hallandale Beach Blvd on South Dixie Hwy, on the west side of the railroad tracks. As a 2024 Good Neighbor, we welcome you to schedule an appointment with us to review your current insurance program and life insurance needs. Sharon King, our dedicated insurance agent, serves the entire state of Florida with a focus on Hallandale Beach, Hollywood, Aventura, Sunny Isles, and surrounding areas. With a BBA Degree in Accounting from Florida Atlantic University, Sharon has a passion for helping people secure their financial future. Our office offers a range of insurance services including Auto Insurance, Life Insurance, Condo Insurance, Renter’s Insurance, Business Insurance, and even Pet Insurance.

Mauricio Interiano - State Farm Insurance Agent is a trusted insurance agency located at 13501 Southwest 136th Street, Miami, Florida, United States. With over 25 years of experience as an executive and entrepreneur, Mr. Interiano brings a wealth of knowledge to the table, helping clients secure their family's future through meticulous planning. The agency offers a range of insurance and financial services, tailored to meet the unique needs and aspirations of each individual and family. Whether you're looking to protect your assets with auto, homeowners, or renters insurance, or plan for retirement and college expenses, Mauricio Interiano and his team are dedicated partners on your journey to success. They are committed to providing great options that align with your goals and lifestyle. Additionally, the agency offers valuable resources and tips on topics such as drunk driving prevention, Good Neighbor Day initiatives, and preparing a living will. For personalized assistance and exceptional service, contact Mauricio Interiano - State Farm Insurance Agent today.

Ramses Rivero: Allstate Insurance is a trusted insurance agency located in Miami, Florida. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet your unique needs. Whether you are looking for auto, home, life, or business insurance, we are here to help protect what matters most to you. Visit us at 12486 Southwest 127th Avenue to learn more about our comprehensive insurance options and how we can help you safeguard your future.

Cari Aguiar - State Farm Insurance Agent is a reputable insurance agency located at 2066 Northeast 8th Street, Homestead, Florida. The agency is part of the Good Neighbor Relief Program, which is returning $2 billion to auto policyholders due to decreased driving during the pandemic. The agent, based in Homestead, serves the Miami Dade County area and surrounding cities, offering a wide range of insurance services including auto, home, renters, life, and health insurance, as well as banking services. The agency's mission is to be the first choice for insurance and financial services for customers, helping them prepare for the unexpected and achieve their financial goals. The team at Cari Aguiar State Farm Insurance Agency is dedicated to providing outstanding customer service and building strong relationships with clients. They offer personalized assistance in understanding and addressing insurance and financial needs.

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.

Matthew Wessel - State Farm Insurance Agent is located at 14653 Southwest 42nd Street in Miami, Florida. This insurance agency offers a range of services to help individuals protect their most valuable assets, including automobiles, homes, lives, and more. With over 14 years of experience, the team at Matthew Wessel State Farm is dedicated to providing personalized insurance solutions to meet the unique needs of each client. Whether you are looking for auto, homeowners, life, condo, motorcycle, boat, jet ski, or commercial vehicle insurance, the experienced professionals at Matthew Wessel State Farm can help. They also offer valuable tips and advice on money management, budgeting, and safe driving practices, particularly in rural areas.

Luis Peters - State Farm Insurance Agent is an insurance agency located at 7750 Southwest 117th Avenue in Miami, Florida, United States. Our biggest goal is to educate people about financial matters and put you and your family first. We will consider your specific situation and budget as we recommend ways to take care of yourself. Whether you need help with Auto, Home, Life, or Health Insurance, we are here to assist you in Miami-Dade County. Our team includes dedicated professionals like Diana, Kimmie, Melissa, and Elisa who are committed to providing personalized assistance and exceptional customer service. We offer simple, direct, and professional guidance to help you make the right choices for your family. No cookie-cutter approach, just old-fashioned common sense.

Jimmy Burkhart - State Farm Insurance Agent is a reputable insurance agency located at 10709 Southwest 104th Street in Miami, Florida. Situated in Killian Professional Village next to Miami Dade College Kendall Campus, our agency proudly serves The Falls, Kendall, Palmetto Bay, Pinecrest, and all of Miami and the entire State of Florida. As a State Farm Insurance Agent since 2001 and a lifelong resident of Kendall, I am committed to providing top-notch customer service and assisting with all of your insurance needs. With a team of agents boasting over 100 years of combined insurance experience, we offer a wide range of insurance products including Auto, Motorcycle, Home, Flood, Condo, Renters, Business, and Life insurance.

Ana Fonseca: Allstate Insurance is a reputable insurance agency located at 273 Northwest 82nd Avenue in Miami, Florida. With a strong commitment to providing excellent customer service and tailored insurance solutions, Ana Fonseca and her team strive to protect their clients' assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, Ana Fonseca: Allstate Insurance has you covered. Trustworthy, reliable, and dedicated, they are your go-to agency for all your insurance needs in Miami.

Iris Lopez - State Farm Insurance Agent is an insurance agency located at 2350 Southwest 27th Avenue in Miami, Florida, United States. Iris Lopez offers customizable coverage plans to protect what matters most to you, such as your family, belongings, and finances. With options for safe driving rewards, bundling discounts, and more, Iris Lopez can help you create a solution that fits your needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, life insurance, health insurance, or investment planning services, Iris Lopez can help guide you through the process. Additionally, State Farm has teamed up with U.S. Bank for banking products and Rocket Mortgage for home loan needs. Contact Iris Lopez in Miami, FL for more information on how to protect your assets and plan for your financial future.

Kitsia Gaines - State Farm Insurance Agent is a trusted insurance agency located at 6704 Southwest 80th Street in Miami, Florida. Just one block West of US1 and Ludlam (67th Avenue), our team is dedicated to helping customers manage the risks of everyday life, recover from the unexpected, and achieve their dreams. Whether you need assistance with insurance or financial services, we are here to help. Please note that for your protection, sensitive personal information should not be included in online communication. Our mission is to provide personalized service and support to our clients. If you have any difficulty with our website, please call us at (305) 661-4213. We offer a range of services including life insurance, annuities, and deposit products through U.S. Bank National Association. Additionally, we can assist with mortgage services through Rocket Mortgage, LLC. Please note that State Farm VP Management Corp. is a separate entity from State Farm banking and insurance entities. Customers should carefully consider investment options and consult a tax or legal advisor for personalized advice. Visit us today to learn more about how we can help you with your insurance and financial needs.

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.

The Richard Cossio State Farm Insurance Agent is located at 1000 Brickell Avenue in Miami, Florida. Situated on the 2nd floor of the Ocean Bank building on Brickell Avenue, our team is dedicated to serving the insurance and financial service needs of our local community. Whether you need auto, home, life, or commercial insurance, we are here to help you protect what matters most. Our team, led by Richard Cossio, has been proudly serving Miami residents since 2002. As a small business owner and parent, Richard understands the importance of protecting yourself and your family. With over 40 years of State Farm experience, our team is equipped to provide free insurance quotes to all residents of Florida.

Ruben Sanchez - State Farm Insurance Agent is a trusted insurance agency located at 16300 Northwest 59th Avenue in Miami Lakes, Florida. Specializing in providing customizable coverage plans to protect what matters most to you, including your family, belongings, and finances. Ruben Sanchez offers a variety of options such as safe driving rewards, bundling discounts, and other savings opportunities. Whether you need auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, or life insurance, Ruben Sanchez can help you find the right policy to fit your needs. Additionally, they offer business insurance options for small businesses and health insurance plans tailored to individuals, families, and seniors. By working with State Farm, you can benefit from a wide range of financial services, including banking products through an alliance with U.S. Bank. Contact Ruben Sanchez in Miami Lakes, FL to get started with a personalized insurance or financial plan today.

Casco Insurance Group, located at 777 Brickell Avenue in Miami, Florida, is your go-to insurance agency for all your insurance needs. We take a holistic approach to ensure you have the coverage you need at a highly competitive price, with access to different carriers for comparison. Life insurance is a crucial financial decision, and our experts can guide you through the process. For business owners, we offer comprehensive commercial insurance options to protect your assets. When it comes to health insurance, we can help you navigate through the complexities and find the right plan for you.

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.

U.S. Facilities Inc is a leading finance institution located at 15706 Southwest 72nd Street in Miami, Florida. With a strong reputation for providing top-notch financial services, U.S. Facilities Inc offers a wide range of financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, loans, or financial planning, U.S. Facilities Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Crucial Credit Inc is a leading finance institution located at 4553 Southwest 165th Avenue in Miami, Florida, United States. With a strong reputation for providing reliable financial solutions, Crucial Credit Inc offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for a loan, credit card, or investment advice, our team of experienced professionals is dedicated to providing personalized assistance to meet your needs. Visit us today to learn more about how Crucial Credit Inc can help you secure your financial future.

Immigration by Raydalis Morales is a finance institution located in Miami, Florida. We specialize in providing financial solutions for individuals looking to navigate the complex world of immigration. Our experienced team is dedicated to helping clients achieve their immigration goals through tailored financial strategies. Whether you are seeking a visa, green card, or citizenship, we are here to support you every step of the way. Visit us at 15190 Southwest 136th Street to learn more about how we can assist you with your immigration journey.

Rosy Marenco's Notary Public Services, LLC is a trusted financial institution located in Miami, Florida. With a convenient location at 3015 Northwest 57th Street, this establishment offers professional notary public services to individuals and businesses alike. Whether you need documents notarized for real estate transactions, estate planning, or other legal matters, Rosy Marenco's team of experts is here to assist you with efficiency and accuracy. Trust Rosy Marenco's Notary Public Services, LLC for all your notary needs in the Miami area.

Punto Universal is a reputable accounting and finance institution located at 14944 Southwest 58th Street in Miami, Florida, United States. With a team of experienced professionals, Punto Universal offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. Clients can rely on Punto Universal for accurate and reliable financial guidance to help them achieve their goals. Visit Punto Universal today to experience top-notch financial services in the heart of Miami.

Asesor del Inmigrante is a reputable institution located at 15805 Southwest 197th Avenue in Miami, Florida. Specializing in accounting and finance services, we provide expert guidance and support to immigrants navigating the financial landscape in the United States. Our knowledgeable team is dedicated to helping individuals manage their finances, understand tax obligations, and plan for a secure financial future. With a commitment to excellence and cultural sensitivity, Asesor del Inmigrante is a trusted resource for immigrants seeking financial empowerment and stability in their new home.

The Queen Express Services INC is a reputable accounting and finance institution located at 13155 Southwest 134th Street in Miami, Florida. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, The Queen Express Services INC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit them today to see how they can assist you with all your accounting and finance needs.

Sapphire Notary Solutions is a reputable finance institution located at 11405 Booker T Washington Boulevard in Miami, Florida. We specialize in providing top-notch notary services for a wide range of financial transactions. Our experienced team is dedicated to ensuring that all documents are accurately notarized in accordance with state regulations. Trust Sapphire Notary Solutions for all your financial notary needs in Miami.

Rosy's Service is a trusted finance institution located at 6785 Southwest 8th Street in Miami, Florida. With a reputation for excellent customer service and expert financial advice, Rosy's Service is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investing, or financial planning, our team of knowledgeable professionals is here to provide personalized solutions tailored to your specific needs. Visit us today to experience the difference that Rosy's Service can make in your financial future.

VALE MULTISERVICES is a versatile institution located at 6741 Southwest 24th Street, Miami, Florida, United States. Specializing in accounting, finance, and moving services, we offer virtual and in-person tax and immigration document preparation services. Our goal is to help you secure your future by providing financial advice and guidance on tax regulations for personal or business taxes. We can assist you with the preparation of various documents such as green cards, visas, citizenship applications, petitions, employment authorizations, asylum applications, humanitarian parole programs, and more. Additionally, we are dedicated to helping entrepreneurs in the trucking industry succeed in their businesses by assisting with obtaining permits for all states, including IFTA, 2290, NY HUT Tax Report, KYU Tax Report, NM WD Tax Report, Weight Mile Tax OR, income taxes, and UCR.