The 30 Best Financial planning services for small businesses in Miami, Florida

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.

HealthPro Consultants, located at 1000 5th Street in Miami Beach, Florida, is a health and insurance agency dedicated to securing the medical and financial protection of individuals in need. Our educated, experienced, and knowledgeable health professionals can quickly assess your specific needs and find the best health insurance options available to you. With hundreds of plans to choose from and working with all carriers in all 50 states, we will tailor your health plan to fit your unique situation. In addition to health insurance, we also offer various forms of life insurance to ensure your loved ones are financially protected. If you are turning 65 soon, our agency can provide unbiased opinions on your Medicare plan options. Whether you are looking to insure yourself, your family, or your business, HealthPro Consultants will guide you through the process and find the best option for you. Let us take the stress out of navigating the insurance industry and make insurance simple and accessible for everyone.

MedChoice Health Insurance Group is a leading health insurance agency located at 990 Biscayne Boulevard in Miami, Florida. We offer a wide range of health insurance options to meet the diverse needs of individuals and families. Our team of experienced professionals is dedicated to helping clients find the best coverage at affordable rates. Whether you are looking for individual health insurance, family coverage, or group plans for your business, MedChoice Health Insurance Group has you covered. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

Benefits Design Resources, Inc. is a local insurance agency located at 407 Lincoln Road in Miami Beach, Florida, serving the South Florida market since 2005. With over 35 years of insurance experience, our goal is to provide clients with peace of mind and financial security. Our experienced insurance broker, Bill Warren, has worked for industry-leading companies such as Travelers, UnitedHealthcare, Florida Blue, and Humana, bringing valuable knowledge, experiences, and connections to our customers. Bill Warren holds a BA in Business Administration from Virginia State University, an MBA from the University of Miami, and is a Certified Employee Benefit Specialist. At Benefits Design Resources, we strive to exceed customer expectations and welcome accountability for our insurance recommendations. Each recommendation is carefully evaluated to ensure it meets the unique needs and expectations of every client. Trust Benefits Design Resources for personalized insurance solutions tailored to your individual circumstances.

Nellys Soza 1986 Insurances is a reputable insurance agency located at 7740 Abbott Avenue in Miami Beach, Florida. With over 35 years of experience in the industry, they provide a wide range of insurance products and services to meet the needs of individuals and businesses. Their team of knowledgeable agents is dedicated to helping clients find the right coverage at competitive rates. Whether you're looking for auto, home, life, or business insurance, Nellys Soza 1986 Insurances is committed to providing excellent customer service and reliable protection for your assets. Trust them to safeguard what matters most to you.

WHP Expert is a renowned health and insurance agency located at 44 West Flagler Street in Miami, Florida. With a second location at 5670 Wilshire Blvd Suite 1802 in Los Angeles, California, WHP Expert is committed to providing top-notch services to clients nationwide. Led by the experienced Philippe Marozeau, who has over 20 years of experience in the industry, WHP Expert specializes in helping clients find the best solutions for their life and health insurance needs. Marozeau's expertise and knowledge in defining coverage solutions have proven invaluable in assisting small businesses to thrive and grow. Trust WHP Expert to provide you with the personalized insurance solutions you need for a secure future.

Vivian Espinosa is a trusted UnitedHealthcare Licensed Sales Agent, located at 11972 Southwest 126th Lane in Miami, Florida. Specializing in health insurance, Vivian provides expert guidance and personalized assistance to help individuals and families find the right coverage for their needs. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Vivian is dedicated to helping clients navigate the complexities of healthcare and make informed decisions about their coverage. Contact Vivian Espinosa today for all your health insurance needs.

DTODOS Insurance and Taxes is a comprehensive financial institution located in Miami, Florida. Specializing in accounting, finance, health, and insurance services, our dedicated team of professionals is committed to providing top-notch assistance to individuals and businesses alike. Whether you are looking for help with tax preparation, insurance coverage, or financial planning, DTODOS Insurance and Taxes has you covered. Visit us at 12150 Southwest 128th Court to experience our personalized and reliable services firsthand.

Rivero Insurance Group is a leading finance and insurance agency located in Miami, Florida. With a prime location at 12360 Southwest 132nd Court, our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we offer a wide range of products to ensure you are protected in every aspect of your life. Trust Rivero Insurance Group to provide you with top-notch customer service and comprehensive coverage options. Contact us today to learn more about how we can help you secure your future.

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.

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.

JL Hernandez Insurance & Tax is a reputable institution located at 18839 Southwest 117th Avenue in Miami, Florida. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch insurance and tax solutions for individuals and businesses alike. With a commitment to professionalism and customer satisfaction, we strive to help our clients navigate the complexities of financial management with ease and confidence. Trust JL Hernandez Insurance & Tax for all your accounting and finance needs in Miami, Florida.

We Insure Group is a leading insurance agency located at 2901 Southwest 8th Street in Miami, Florida, United States. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. From home and auto insurance to commercial and life insurance, We Insure Group offers a wide range of coverage options to ensure peace of mind and financial security. Contact us today to learn more about how we can help protect what matters most to you.

Gold Capital Insurance is a reputable insurance agency located in Miami, Florida. Our dedicated team of professionals is committed to providing top-notch insurance services to our clients, ensuring that they have peace of mind and financial security. Whether you need auto, home, life, or commercial insurance, we have you covered. Visit us at 6489 Southwest 8th Street to speak with one of our knowledgeable agents and find the perfect insurance plan for your needs. Trust Gold Capital Insurance to protect what matters most to you.

JVS Insurance Agency, located at 9600 Southwest 8th Street in Miami, Florida, is a family-run insurance agency dedicated to providing personalized insurance solutions to meet the needs of each individual client. Since opening in 1993 with just two employees, JVS Insurance Agency has grown into a reputable corporation with a team of experienced professionals who are committed to delivering excellent customer service. With over 200 years of combined experience in the insurance industry, our knowledgeable staff is equipped to assist clients with a wide range of insurance services, including auto, homeowners, commercial, liability, life, health, and more. As a private agency, we work with multiple insurance companies to offer our clients a variety of options to choose from, ensuring that they receive the best coverage at a competitive price.

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.

West Holiday Insurance is an independent insurance agency located at 6905 West 4th Avenue in Hialeah, Florida. We provide integral protection for you, your car, and all occupants, whether riding or driving the car. With over two decades of expertise in the insurance industry, we offer customized insurance solutions for auto, home, health and life, and commercial insurance needs. Our experienced agents take the time to understand your insurance requirements and ensure you have the coverage you need. We offer a wide range of insurance services, including general liability insurance, auto insurance, boat insurance, and homeowners insurance. Our goal is to provide exceptional customer service and build strong relationships with our clients.

Ivan Suarez: Allstate Insurance is a reputable insurance agency located at 6955 Northwest 77th Avenue in Miami, Florida. Specializing in providing a wide range of insurance products and services, this institution offers personalized coverage options to meet the unique needs of each individual and business. With a team of experienced agents and a commitment to excellent customer service, Ivan Suarez: Allstate Insurance is dedicated to helping clients protect what matters most to them. Contact them today to discuss your insurance needs and find the right coverage for you.

Wyatt Rancourt - State Farm Insurance Agent is a trusted insurance agency located at 12000 Biscayne Boulevard in North Miami, Florida. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the right price. With excellent customer service and a strong reputation for reliability, you can trust Wyatt Rancourt - State Farm Insurance Agent to protect what matters most to you. Contact us today for a free quote and see how we can help you secure your future.

Michelle Priestman Desjardins: Allstate Insurance is a trusted insurance agency located at 18383 Northeast 18th Road in North Miami Beach, Florida. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. With a focus on exceptional customer service and comprehensive coverage options, you can trust Michelle Priestman Desjardins: Allstate Insurance to provide you with peace of mind and financial security. Contact us today to learn more about how we can assist you with your insurance needs.

Accounting Insurance, LLC is a comprehensive financial institution located at 3331 Southwest 107th Avenue in Miami, Florida. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for assistance with tax preparation, investment planning, or insurance coverage, our knowledgeable professionals are here to help. Trust Accounting Insurance, LLC to provide expert guidance and support for all of your financial needs.

USA TAX PRO INSURANCE is a trusted institution located at 20733 Northwest 2nd Avenue in Miami Gardens, Florida. Specializing in accounting, finance, and insurance services, we are dedicated to securing your future and providing you with the necessary insurance coverage for you and your family. Our team at USA TAX PRO INSURANCE is committed to helping you with income tax and insurance needs. We also offer fingerprinting services available every Monday to Friday from 10 am to 7 pm and on Saturdays from 10 am to 5 pm, with walk-ins welcome. Trust USA TAX PRO INSURANCE for all your financial and insurance needs.

All American Insurance Consultants, Inc. is a professional insurance agency located at 1250 East Hallandale Beach Boulevard, Hallandale Beach, Florida. We offer a wide range of personal and business insurance products from reputable and financially stable companies that have a proven track record of promptly paying claims, even during catastrophic events such as hurricanes. Customer service is our top priority, and we strive to be a vital part of the community by protecting families and businesses. Our founder, David Treusch, has over 25 years of experience in the insurance industry and is dedicated to helping clients find the best insurance coverage for their specific needs.

Univista Insurance is a health and insurance agency located at 2001 Southwest 1st Street in Miami, Florida, United States. Led by experienced agent Liliet Aquino, the team at Univista Insurance is dedicated to providing clients with the best insurance coverage at competitive prices. Whether you are in need of health insurance, auto insurance, or any other type of coverage, the experts at Univista Insurance are here to help. Visit our office today to meet our team and find the perfect insurance plan for your needs. We are open Monday to Friday from 9AM to 6PM and Saturday from 10AM to 2PM.

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.

Zachary Mann - Coastal Wealth MassMutual is a leading finance and insurance agency located in Miami, Florida, United States. With a focus on helping individuals and businesses achieve their financial goals, Zachary Mann offers a range of services including wealth management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized guidance and tailored strategies to help clients secure their financial future. Whether you are looking to grow your investments, protect your assets, or plan for retirement, Zachary Mann - Coastal Wealth MassMutual is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Blanc-DeFreitas and Associates is an insurance agency located at 9620 Northeast 2nd Avenue in Miami Shores, Florida, United States. With over 30 years of experience in the insurance and financial services industry, we specialize in helping individuals and businesses secure a brighter future by offering a wide variety of insurance products. Our services include retirement planning, wealth transfer, and small business insurance needs. We believe in the value of life insurance and are committed to helping you protect your family's future. In addition, our partners at Z Marketing & Designs, LLC can help you increase brand awareness and grow your business through effective communication strategies. Contact us today to learn more about how we can help you achieve your financial goals.

Bee Insurance Corp is a leading insurance agency located at 1110 Brickell Avenue in Miami, Florida, United States. We specialize in providing a wide range of insurance products and services to meet the needs of individuals, families, and businesses. Our dedicated team of experienced professionals is committed to helping our clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, health, or business insurance, Bee Insurance Corp has you covered. Contact us today to learn more about how we can help protect what matters most to you.

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.