TOP 30 Financial planning process in Miami, Florida

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Miami Lakes Educational Center is a prestigious secondary school located in Miami Lakes, Florida. With a focus on academic excellence and career readiness, the institution offers a wide range of programs and courses to prepare students for success in college and beyond. The school is known for its state-of-the-art facilities, dedicated faculty, and strong community partnerships. Students at Miami Lakes Educational Center have the opportunity to explore their interests and passions in a supportive and enriching environment. With a commitment to providing a well-rounded education, this institution is a top choice for students seeking a quality secondary education in the Miami Lakes area.

EM Insurance and Financial Services is a premier institution located in Miami, Florida, United States. We specialize in providing a wide range of financial, health, and insurance services to our clients. Our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, health insurance, or property coverage, we have the expertise and resources to meet your needs. Visit us at 13500 Southwest 88th Street to learn more about how we can help you secure your financial future.

VR Seguros is a medical insurance agency located at 66 West Flagler Street in Miami, Florida. We offer comprehensive coverage for a worry-free future. Healthcare in this country can be expensive, and having health insurance gives you peace of mind that you will be covered in case of illness or injury. It is essential to comply with health insurance laws to avoid fines and tax penalties, and our agency can help you find the right health plan for you and your family. Contact us today to ensure the peace of mind you deserve. Discover all the options we have to keep you protected at all times. At VR Seguros, we provide a wide range of services for your peace of mind and that of your home. We offer complete coverage and access to a network of top-tier doctors.

Foster Financial Services Inc is a reputable finance, health, and insurance agency located at 12936 Southwest 133rd Court in Miami, Florida, United States. With a team of experienced professionals, we provide a wide range of financial, health, and insurance services to meet the diverse needs of our clients. Whether you are looking for investment advice, health insurance coverage, or risk management solutions, our dedicated team is here to help you achieve your financial goals and protect your assets. Visit us today to learn more about how Foster Financial Services Inc can assist you in securing your financial future.

First Choice Insurance & Financial is a leading insurance agency located at 8315 Coral Way in Miami, Florida. We offer a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing exceptional customer service and helping our clients find the best insurance coverage at the most competitive rates. Whether you are looking for auto, home, life, or business insurance, we are your first choice for all your insurance needs. Visit us today to learn more about how we can help protect what matters most to you.

Credit Supreme in Miami, Florida, is a finance institution dedicated to helping individuals repair their credit quickly and effectively. Located at 6681 Northwest 82nd Avenue, our team understands the importance of a healthy credit score in achieving financial goals. We offer personalized credit repair services tailored to each individual's needs, with a satisfaction guarantee that promises a refund if negative items are not removed from the credit report after the third round of our process. When you enroll in our program, you will be matched with a personal credit coach who will work with you to develop a customized plan to improve your credit score. Our team will conduct a thorough evaluation of your credit report, identify negative items, and begin the dispute process with the credit bureaus on your behalf. Throughout the process, you will have access to our user-friendly customer portal to track progress, update information, and communicate with the team.

Stivers Law is a reputable estate planning firm located in Coral Gables, Florida, serving families and individuals in Miami and surrounding areas such as Knoxville, Coconut Grove, Pinecrest, and more. Led by experienced attorney Justin Stivers, the firm specializes in simplifying the complexities of estate planning to ensure the protection of your assets and the well-being of your loved ones. With over ten years of legal expertise in estate planning, Justin Stivers is dedicated to helping clients create comprehensive plans tailored to their unique needs and goals. Whether you have significant wealth, a family business, or specific belongings you wish to pass down, Stivers Law is committed to safeguarding your legacy for generations to come.

Financial Advisors Miami is located at 1300 Collins Avenue, Miami Beach, Florida, United States. As a finance institution, we believe that you deserve to receive the financial advice you need without any compromise. Our team offers simple and easy financial service advice, no obligation consultations, and clear explanations and offers. Don't settle for companies that over-complicate things or tie up your assets inappropriately. Our financial advisors are here to guide you on the right path, recommending investments that are suitable for your budget and lifestyle. We provide customized service and preparation, guaranteeing our work and results.

Financial One Group is a finance institution located at 111 Northeast 1st Street in Miami, Florida, United States. Specializing in services such as reverse mortgages, home purchases, and mortgage assistance, Financial One Group is dedicated to providing professional and streamlined financial solutions to their clients. With a focus on customer satisfaction and ease of process, Financial One Group has received high praise from satisfied clients who have saved money and time by working with them. Whether you are looking to purchase a new home, explore reverse mortgage options, or simply need mortgage assistance, Financial One Group is committed to helping you achieve your financial goals.

Independent Financial Planning is a reputable finance and insurance agency located at 1901 Brickell Avenue in Miami, Florida, United States. Our dedicated team of expert financial advisors offers personalized and unbiased financial planning services to help individuals and businesses achieve their financial goals. With a focus on transparency and integrity, we provide comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, Independent Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Richa Sadana, Financial Services Professional at New York Life, located in Miami, Florida, is dedicated to providing financial strategies to protect your family and business for generations to come. With a focus on serving professional advisors, Richa Sadana helps hardworking business owners and professionals make wise decisions for their financial future. Whether you need help funding your child's education or establishing a succession strategy, Richa Sadana is committed to guiding you through the process with complete transparency. As a licensed insurance agent and Registered Representative of NYLIFE Securities LLC, Richa Sadana offers a wide range of financial services to clients in various states. With a proven process to help clients gain clarity on their goals and understand their options, Richa Sadana is a trustworthy partner who looks out for your best interests above all else. Contact Richa Sadana today to start planning for a secure financial future for you and your family.

Merrill Lynch Financial Advisor Roberto A Fernandez is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Roberto follows a disciplined process that begins with getting to know each client and their family, their financial situation, and what matters most to them. With over 30 years of experience in Finance, Banking, and Wealth Management, Roberto is passionate about delivering excellent service. He holds a Certified Public Accounting License since 1983 and has prior experiences in Public Accounting, Auditing, Comptroller, CFO, and Treasury Management for major Financial Institutions. Roberto has been an International Wealth Advisor since 2002 and holds the Certified Investments Management Analyst (CIMA®) from the Investments & Wealth Institute™. He also earned the Certified Plan Fiduciary Advisor, CPFA from the National Association of Plan Advisors Institute (NAPA) designation in 2017. Merrill Personal Wealth Analysis™ can help build a personalized plan centered on goals and focused on achieving them. Supported by the global resources of Merrill, Roberto's team is committed to building strong client relationships based on trust and personalized service. The institution focuses on helping clients pursue their financial goals while managing investment risk and providing solutions to turn goals into reality. With access to investment insights and banking solutions, the institution works with clients to develop an approach designed to address their financial needs and adapt to changes over time.

Merrill Lynch Financial Advisor Nelson L. Hernandez, located at 701 Brickell Avenue in Miami, Florida, offers a comprehensive approach to financial planning. With a focus on connecting all aspects of your financial life to help you prioritize and pursue your goals, Nelson L. Hernandez provides access to the investment resources of Merrill and the banking convenience of Bank of America. With a background in Economics and Political Science, as well as an MBA in Finance and Accounting, Nelson L. Hernandez has been in the financial services industry since 2014 and joined Merrill in 2022. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your goals is developed. The advisors at Merrill understand that life and goals change, and they have the tools to help you track these changes and adjust your financial approach accordingly.

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.

At Miami Tax & Financial Services, we specialize in providing comprehensive financial services tailored to your needs. Dealing with the IRS doesn't have to be a headache. With the right information and advice, you can fulfill your obligations effectively and without complications. We handle Obamacare enrollment and have experts in appeals who can represent you when needed, all at no cost. Having a line of credit can be crucial in achieving your goals. We process applications for obtaining your own Taxpayer Identification Number (ITIN) to keep you up to date with IRS requirements. Our notary publics are your first line of defense in ensuring the legality and accuracy of your documents and business transactions. We also offer apostille services. We assist with filling out Immigration and USCIS applications according to your specific case. We work with various insurance companies to provide medical, supplemental, final expense, and life insurance policies that fit your needs and lifestyle. With our service, you'll get a true financial picture of your business, whether large or small. We keep your company's transactions organized, making tax filing easier and saving you money and time. We love welcoming our clients, so feel free to drop by during office hours.

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.

Tax Refund of Miami is a reputable accounting and finance institution located at 10118 Southwest 107th Avenue in Miami, Florida, United States. We specialize in helping individuals and businesses navigate the complex world of tax refunds, ensuring that our clients receive the maximum amount they are entitled to. Our team of experienced professionals is dedicated to providing personalized service and expert advice to help you achieve your financial goals. Trust Tax Refund of Miami to handle all of your tax refund needs with professionalism and efficiency.

United Accounting and Financial Services, LLC is a leading institution specializing in accounting and finance services, located at 333 Southeast 2nd Avenue in Miami, Florida, United States. With a commitment to simplifying accounting for individuals and companies nationwide, our top priority is earning client satisfaction. We are excited to announce the expansion of our services to businesses in Florida, with an additional office in the Wells Fargo Plaza building in Miami’s bustling business district. Our team of experts stays up-to-date on federal and state tax laws to provide top-tier support and ensure compliance with the highest business standards. Whether you need assistance with personal income tax returns, corporate income taxes, or facing an audit from the IRS, we are here to help. Our CPAs, EA’s, and lawyers have the knowledge and experience to handle any scenario with confidence.

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.

Miami Accounting & Tax Services is a premier institution located at 4000 Hollywood Boulevard in Hollywood, Florida, United States. Specializing in accounting and finance, we understand that as a small business owner, your time is valuable. Let us take care of your books so you can focus on running your business and maximizing profits. Our team of professional tax preparers will ensure that your income tax return is completed accurately and efficiently. According to a study by the US Government’s General Accounting Office, the majority of taxpayers benefit from using a professional tax preparer. Trust us to handle your taxes with precision and expertise.

Millennium Accounting Miami is a reputable institution located in Miami, Florida, offering expert accounting and finance services to individuals and businesses. Our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of our clients. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to help. Visit us at 12408 Southwest 144th Terrace to learn more about how Millennium Accounting Miami can assist you in achieving your financial goals.

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.

Andy Miami Enterprises Inc is a reputable car repair institution located at 10961 Southwest 168th Street in Miami, Florida, United States. With years of experience in the automotive industry, our skilled technicians provide top-notch repair services for all types of vehicles. From routine maintenance to major repairs, we are dedicated to ensuring that our customers receive quality service and expert care for their vehicles. Trust Andy Miami Enterprises Inc for all your car repair needs in Miami.

High School Experience Year is a prestigious secondary school located at 10520 Northwest 74th Street in Miami, Florida, United States. Our institution is dedicated to providing students with a comprehensive and enriching high school experience. With a focus on academic excellence, personal growth, and community involvement, we strive to prepare our students for success in their future endeavors. Our dedicated faculty and staff are committed to creating a supportive and engaging learning environment where students can thrive. Join us at High School Experience Year and embark on a journey of education, discovery, and personal development.

The Florida Clinic, located at 10000 Southwest 56th Street in Miami, Florida, is a healthcare institution that offers a wide range of services from routine health examinations to the management and treatment of chronic illnesses. Led by Dr. Alfredo Melgar, an internationally trained physician with expertise in internal medicine, the clinic provides compassionate care to all patients, regardless of their background or financial situation. Dr. Melgar and his team of healthcare professionals are dedicated to providing top-notch care and treatment for adults, ensuring their health and well-being. The clinic offers telehealth services for remote medical consultations, as well as in-house blood work processing and medication delivery to make healthcare more convenient for patients.

St. Thomas University - Accts Pay is a reputable institution located at 16401 Northwest 37th Avenue in Miami Gardens, Florida, United States. As part of the university, this department focuses on managing accounts payable processes efficiently and accurately. Students and faculty can expect top-notch education and training in financial management and accounting practices. With a dedicated faculty and state-of-the-art facilities, St. Thomas University - Accts Pay is committed to providing a high-quality learning experience for all its members.

Murray Insurance Agency, located at 102 East Vine Street in Kissimmee, Florida, is a reputable health insurance agency serving clients in Orlando and throughout the state of Florida. Established in 1981 by W. Edward Murray, Jr., the agency has assisted over 250,000 individuals with their health insurance needs since becoming a Contracted General Agency for Blue Cross and Blue Shield of Florida in 1983. With a focus on finding affordable solutions for personal insurance needs, Murray Insurance Agency is dedicated to building long-lasting relationships with clients based on trust and excellent service. As a family-owned business, the agency has a proven track record of adapting quickly to changes in the insurance industry to better serve their clients.

Univista Insurance is a health and insurance agency located at 15444 Southwest 88th Street in Miami, Florida. Led by local agent Claudia Alonso, the team at Univista Insurance is dedicated to providing clients with the best insurance coverage at the right price. With years of experience and support from the company, Univista Insurance is able to meet the unique needs of each client. Visit their office to meet their team of experts who are ready to assist you with the attention and care you deserve. Open Monday to Friday from 9AM to 6PM and Saturday from 10AM to 2PM, stop by Univista Insurance today to find the coverage you need.

Univista Insurance - Obamacare - Official Enrollment Center is a health insurance agency located at 7330 Northwest 8th Street, Miami, Florida, United States. Your Complete Guide to Obamacare Health Insurance for 2024. If you are looking for information on Obamacare in Spanish, you have come to the right place. Here we will explain in detail how Obamacare works, a vital health initiative that has changed the landscape of healthcare in the United States. Fill out our brief form and discover how Obamacare health insurance in Spanish fits your needs. We help you find the best coverage at an incredible price! Obamacare, officially known as the Affordable Care Act (ACA), revolutionized how Americans access healthcare. Designed to expand access to health insurance, reduce costs, and improve the quality of medical care, the ACA has been a beacon of hope for millions who were previously uninsured. Obamacare makes it easier to purchase health insurance through online marketplaces, known as "Health Insurance Exchanges." These marketplaces offer a variety of plans to meet different needs and budgets, ensuring that more people can find coverage regardless of their economic situation or pre-existing conditions. One of the great advantages of Obamacare insurance is the available subsidies that make this type of health insurance more affordable for low and middle-income families. Tax credits are also common, helping to reduce the monthly cost of premiums for those who qualify. Discover how subsidies and tax credits under Obamacare in Spanish can make your health insurance more affordable. If language is a barrier, don't worry, because all information about Obamacare subsidies is available in Spanish. A key feature of Obamacare was the individual mandate, which required all Americans to have health insurance or pay a penalty. Although this provision was eliminated at the federal level, it illustrates the ACA's focus on universal coverage. Under Obamacare, protections were established to ensure that plans cover a set of essential benefits, including emergencies, maternity, and preventive care, among others. Additionally, coverage cannot be denied or charged more to individuals for pre-existing conditions. It is essential to understand the essential protections offered by Obamacare in Spanish, ensuring that no one is excluded for pre-existing conditions and that everyone has access to the care they need. Every year, during the open enrollment period, individuals and families can select or change their health coverage. Outside of this period, changes can only be made if a qualifying life event occurs, such as marriage or the birth of a child. In order to facilitate choice, plans are organized into metal categories – Bronze, Silver, Gold, and Platinum – which indicate the overall level of costs that the insured must bear outside of the premium, with Bronze being the lowest in coverage and cost, and Platinum the highest. For those seeking step-by-step guidance on how to apply for Obamacare in Spanish, we offer resources that make the process of selecting and enrolling in medical coverage easier. It is crucial to mention that Obamacare has evolved over time. Laws and regulations have been adjusted, and it is important for users to stay informed about how these changes may affect their coverage and options. Discover the essential details of Obamacare health insurance in Spanish in our Live. To complement this informational guide and provide you with an even deeper understanding of Obamacare, we invite you to watch our exclusive video. In our live session, we discuss Obamacare health insurance in Spanish, answering common questions and explaining the program's key features. It is a perfect opportunity for those looking to understand every detail and how they can benefit from it. Make sure you are aware of everything you need to know about your health with Obamacare in Spanish. Understanding the benefits of Obamacare health insurance in Spanish is essential to appreciate its value and how it can protect you and your family. This health initiative has brought significant changes in coverage and access to medical services for millions of people. Below, we highlight the most important benefits it offers: One of the pillars of Obamacare is that coverage cannot be denied or rates increased due to pre-existing conditions. This means that your medical history will not be an obstacle to obtaining reliable and affordable health insurance. Subsidies reduce the cost of premiums for those with middle and low incomes, making health coverage more accessible than ever. These subsidies are available to individuals and families who meet certain income criteria. All plans offered under Obamacare cover a list of essential benefits, including emergency care, hospitalization, maternity, mental health services, prescription drugs, and more, ensuring comprehensive coverage. Obamacare places great emphasis on prevention and wellness, offering preventive exams and check-ups at no additional cost. This promotes a culture of preventive care, helping to detect health problems before they worsen. In Obamacare insurance, young people can stay on their parents' insurance plan until the age of 26, providing great peace of mind for both parents and young adults starting their careers or studies. Obamacare insurance has also implemented reforms to improve the quality of healthcare, promoting more effective practices, improving patient care, and increasing coordination among healthcare providers. These benefits are just the tip of the iceberg. Obamacare health insurance has opened doors for many who were previously without options, offering hope and security in terms of health to a wider spectrum of society. When considering any health insurance plan, it is important to weigh the positives and potential disadvantages. Below, we present a list of the pros and cons of choosing Obamacare to help you make an informed decision: Understanding these pros and cons will allow you to better evaluate how Obamacare fits your health and financial needs. Remember that choosing insurance is a personal decision that should be based on your unique situation. 2024 Enrollment Period: Key Dates and Process The enrollment period for Obamacare health insurance is a crucial time for those seeking to secure their health coverage for the following year. For 2024, the enrollment period begins on November 1, 2023, and ends on January 15, 2024. It is important to mark these dates on your calendar to not miss the opportunity to enroll or modify your current plan. The enrollment process can be done through the official health insurance marketplace. Here are the steps to follow: Remember that if you do not complete the enrollment process during this period, you may have to wait until the next enrollment period unless you experience a qualifying life event. Stay informed about the key dates and process to ensure you have the health coverage you need for 2024. Visit Univista Insurance - Obamacare - Official Enrollment Center today for assistance with enrolling in Obamacare health insurance in Spanish and finding the best coverage for your needs.

South Florida Insurance Brokers, located at 3590 Coral Way in Miami, Florida, is a health insurance agency dedicated to providing professional and ethical service to meet the insurance needs of individuals and businesses. With 22 years of experience, our independent agency specializes in offering the best Medicare plans tailored to each client's specific requirements, ensuring complete satisfaction. At South Florida Insurance, customer satisfaction is our top priority. We offer free insurance analysis consultations where we discuss your personal and business insurance needs in a quick, courteous, and professional manner. Our team of experts can provide consulting on an hourly basis or work through the entire insurance application process, depending on your preferences and level of knowledge.