TOP 30 Financial planning specialist in Miami, Florida

85 results found

Dulcinea Insurance is a health and life insurance agency located at 1840 Coral Way, Miami, Florida, United States. Are you looking for affordable health insurance? Dulcinea Insurance offers the best health plans for you. We provide a variety of health and life insurance options tailored to your needs. Get a quote for health insurance in the United States with the help of a specialized agent. We offer Obamacare in Spanish and private medical insurance options. Our services cater to Latinos and Hispanics in need of health insurance. Protect your dental health with the best dental insurance plans. We work with PPO dental insurance with a large network of dentists. Get a free quote today. Safeguard your family with life insurance coverage that includes benefits for critical illnesses as well as death. Get a free quote now. Learn about investing in the New York Stock Exchange to secure your future. We offer retirement savings plans, stock investments, and ETF investments. Dulcinea Insurance is an agency that serves Latinos and Hispanics in Florida, Texas, Georgia, South Carolina, New Jersey, Illinois, and many other states. We have been providing top-notch health insurance services in the USA for over seven years. Our satisfied clients attest to the quality of service and attention provided by our specialists. We work with the best health and life insurance companies in the USA to find the best options for our clients. Since 2012, we have been advising our clients, helping them lead a more peaceful life without unexpected setbacks that could affect their families. Looking for affordable health insurance? Obamacare in Spanish offers government credits to make private plans more affordable. Get a quote today for the best health insurance plans in the USA with the help of a professional from Dulcinea Insurance. "I have been a client for many years. I have been assisted by different excellent advisors, very patient and polite. Thank you for being there for my family." "It is a pleasure to have them as my health insurance agents because they provide great customer service. Thank you very much and blessings." "I want to thank Dulcinea Insurance Medical Insurance Agency for their perfect attention and dedication to my coverage and renewal year after year." To obtain affordable health insurance in Florida, Texas, and other states, we recommend applying for Obamacare subsidies in Spanish. Depending on your income, you may qualify for excellent coverage at a very low price. We are here to help you for free. The Health Marketplace under the Obamacare Law provides a tax credit to make private health insurance more affordable. Even if you qualify for silver metal, you will benefit from better prices and coverage. Health insurance prices in Miami, Houston, Atlanta, New Jersey, Chicago, or any other city vary based on zip code, age of the insured, type of coverage, and whether it is through Obamacare or private. Get a free quote here with the help of a professional. Dental insurance usually has waiting periods, deductibles, coverage percentages, and a concentrated network of dentists. Depending on your needs, we provide quotes for PPO dental insurance at the lowest possible price. A life insurance policy with benefits during life protects your family in the event of your death, but also allows you to receive money from your policy in advance in case of serious illnesses. It is the best way to protect your family in the USA. Investing in the US market and stock exchange requires knowledge and patience. At Dulcinea Insurance, we teach you the best strategies to maximize your money and save for retirement. Contact Dulcinea Insurance and we will help you get a free insurance quote. "Live your life as you dream it, and with the peace of mind you deserve."

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.

The Madison Insurance & Financial Group is a reputable insurance agency located at 15190 Southwest 136th Street in Miami, Florida. With a commitment to providing top-notch insurance and financial services, our experienced team is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for insurance coverage for your home, car, or business, or need assistance with retirement planning or investment strategies, we are here to help. Trust The Madison Insurance & Financial Group for all your insurance and financial needs.

MassMutual Miami, located at 1221 Brickell Avenue in Miami, Florida, is a leading finance and insurance agency known for being the most innovative, collaborative, and trusted financial solutions firm in the nation. As part of the Coastal Wealth family, they prioritize integrity, transparency, and ethical conduct, offering a wide range of services tailored to meet the evolving needs of their clients. Their dedicated team of associates, revered for their unmatched expertise, is committed to guiding clients through a personalized financial journey aligned with their aspirations. From comprehensive financial planning to strategic tax planning and beyond, Coastal Wealth goes above and beyond to ensure the financial well-being of their clients and their families.

USA Sports Therapy Midtown Miami is a top sports and regenerative medicine center located at 3415 Northeast 2nd Avenue in Miami, Florida. Our team of diverse doctors collaborate to provide personalized treatment plans for patients, including medical, alternative, and regenerative options. With over 15 years of experience, our trustworthy doctors have helped South Floridians improve their quality of life by alleviating pain and getting them back to doing what they love. We have worked with professional and Olympic athletes, giving us access to the most up-to-date treatments available worldwide. Our Brickell clinic, located in the heart of the city's financial center, offers the best care for physical therapy, regenerative medicine, and chiropractic services. Our modern facility specializes in the latest health and wellness treatments, including dry needling, IV hydration therapy, PRP/stem cell injections, and more. Our bilingual staff provides a comprehensive range of services that most doctors, chiropractors, and physical therapists do not offer. Visit USA Sports Therapy Midtown Miami for cutting-edge, state-of-the-art pain and health solutions.

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.

Mark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9150 South Dadeland Boulevard in Miami, Florida, United States. The institution offers a range of certifications and designations for their advisors, 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 cover a variety of financial planning topics, ensuring that advisors are well-equipped to assist clients with their wealth management needs. The institution is dedicated to providing high-quality financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, estate planning, and more.

PROfficeDocs is a leading institution specializing in small business solutions, with a focus on accounting and finance services. Located at 7900 Oak Lane in Miami Lakes, Florida, our team of experts is dedicated to helping small businesses thrive and grow. From bookkeeping and tax preparation to financial planning and analysis, we provide comprehensive solutions tailored to meet the unique needs of each client. With a commitment to excellence and personalized service, PROfficeDocs is your trusted partner in achieving financial success.

Joorney Business Plans, located at 1688 Meridian Avenue in Miami Beach, Florida, is a leading institution in accounting and finance services. Our team of 30 skilled specialists is dedicated to helping start-ups achieve their business goals through professionally-crafted documents and strategic advice. We offer a full suite of Immigration Business Plan writing services, with the fastest delivery time in the industry. Our services are available in English, Spanish, Portuguese, French, Chinese, Russian, and Italian. Join our Referral Partner Program and become a part of our ever-growing network. No matter the industry, we have expertise in over 120 fields. Trust Joorney Business Plans to create value through quality and meaningful work. Visit our locations in Miami, Canada, Serbia, and Australia to explore our collection of products and services. Partner with us to be bold, support those who want to be more, and inspire moments of optimism and happiness.

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.

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.

Merrill Lynch Financial Advisor Bryan Emanuel Moskowits is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. The Bielfield/Moskowits Group at Merrill Lynch Wealth Management office is dedicated to providing customized advice and guidance to ensure that clients are ready to achieve their financial goals. The team offers a Goals Based Wealth Management practice, focusing on simplifying and clarifying strategies to help clients be prepared for the future. Services include Core Retirement Service, Third party investment management consulting, and Wealth transfer strategies and cash flow management. With access to global resources and specialists, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Financial advisor Bryan Moskowits, along with the team, aims to help clients navigate the complexities of their financial life and create a customized investment approach to pursue their goals. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. With a focus on understanding each client's unique needs and priorities, the team works to design an approach that reflects their financial situation. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their specific requirements. The institution also offers the latest investment insights, tips, and strategies to help clients achieve their financial objectives.

Airport Financial Center Inc is a finance institution located at 700 South Royal Poinciana Boulevard in Miami Springs, Florida. As a trusted financial center, we offer a wide range of services to meet the financial needs of our clients. Our team of experts is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Airport Financial Center Inc is here to help. Visit us today to learn more about our services and how we can help you secure your financial future.

Merrill Lynch Financial Advisor Jill Otto, located at 701 Brickell Avenue, Miami, Florida, United States, offers customized financial services supported by the global capabilities of a renowned institution. With a focus on a limited number of clients, Jill Otto provides personalized attention to all aspects of your financial life, ensuring a tailored approach for you and your family both now and in the future. By deeply understanding your financial goals and priorities, Jill Otto can create a flexible strategy to navigate today's changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, she can help you pursue your financial objectives through personalized wealth management strategies.

Merrill Lynch Financial Advisor Mario Black is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Mario Black, a Chartered Financial Analyst, is dedicated to providing excellent service and personalized investment strategies tailored to your goals and priorities. With Merrill Personal Wealth Analysis™, Mario can help you build a personalized plan focused on what you want to achieve. By understanding what matters most to you, Mario can help you manage, grow, and preserve your wealth while also considering the impact for years to come. The institution offers a range of financial solutions and investment insights to help you achieve your goals. Mario Black is registered to do business in DE, FL, and WY. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals. With a dedicated advisor by your side, you can receive personalized strategies and comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Financial Advisor Fernando Pepper Costa is a renowned finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. We work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Whether you're planning for retirement, saving for a home, or funding a child's education, we are here to help you make investment-related decisions that align with your personal goals. With access to the investment insights of Merrill and banking solutions from Bank of America, we can help address your financial needs and adapt your approach as your life and goals change. Let us work together to help you achieve your financial goals and build a customized investment approach that suits your unique needs and priorities.

DKG Tax Specialists Inc is a reputable tax firm located in Miami, Florida. With a team of experienced tax professionals, we provide a wide range of tax services to individuals and businesses. From tax preparation and planning to IRS audit representation, our experts are dedicated to helping our clients navigate the complex world of taxation. Our office is conveniently located at 19553 Northwest 2nd Avenue, making it easy for clients to access our services. Contact us today to schedule a consultation and let us help you with all of your tax needs.

MIAMI TAX & ACCOUNTING INC is a professional accounting and finance institution located at 18901 Southwest 106th Avenue in Cutler Bay, Florida. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

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.

A & B Consulting Specialist Services Inc. is a leading accounting and finance institution located at 2200 Southwest 16th Street in Miami, Florida. With a team of expert consultants, we offer a wide range of specialized services to help businesses and individuals manage their financial needs. From tax preparation to budgeting and financial planning, our professionals are dedicated to providing top-notch solutions tailored to each client's unique needs. Contact us today to see how A & B Consulting Specialist Services Inc. can help you achieve your financial goals.

Service Solutions Miami is a reputable institution located in the heart of Miami, Florida, offering top-notch accounting and finance services to individuals and businesses. With a team of experienced professionals, we provide tailored solutions to meet the unique needs of our clients. Our expertise covers a wide range of financial services, including tax preparation, bookkeeping, payroll management, and financial planning. Located at 1995 Southwest 1st Street, our convenient location makes it easy for clients to access our services. Trust Service Solutions Miami to provide reliable and efficient financial solutions to help you achieve your goals.

Miami Tax Relief is a reputable institution located at 80 Southwest 8th Street in Miami, Florida, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch tax relief solutions for individuals and businesses alike. Whether you are facing IRS audits, tax liens, or other tax-related issues, our experienced professionals are here to help you navigate through the complexities of the tax system and achieve the best possible outcomes. Trust Miami Tax Relief to provide you with personalized and effective tax relief strategies tailored to your specific needs.

Tax Specialist Services is a reputable institution located at 3888 Northwest 167th Street in Miami, Florida, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch tax services to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes and maximize their financial success. Whether you need assistance with tax planning, preparation, or representation, Tax Specialist Services is here to help. Contact us today to schedule a consultation and see how we can assist you with all of your tax needs.

C D ENTR FINANCIAL is a leading accounting and finance institution located at 1065 Northeast 125th Street, Miami, Florida, United States. We specialize in providing personalized assistance and guidance in choosing the right health insurance plan at an affordable price. Our vast network of healthcare providers ensures that our clients have access to top hospitals, clinics, and specialists across the country. Visit us at 1065 NE 125 St, North Miami, Florida 33161, United States to get the coverage you need for your financial and accounting needs.

Dr. Keila Garcia MD, Medical Clinic is a trusted healthcare institution located at 2400 Southwest 69th Avenue in Miami, Florida. Our dedicated team of doctors and specialists are committed to providing the highest quality care to our patients. Using cutting-edge technology like SENSORA™ Structural Murmur Detection by Eko Health, we are able to accurately detect and diagnose valvular heart disease during routine primary care visits. Schedule your next appointment with us online or by giving us a call. With several locations available, we make it easy for you to access our expert medical care. Our physicians and specialists will work with you and your family to achieve optimal health and well-being.

Clinica Peñate is a trusted healthcare institution located at 7668 Southwest 165th Avenue in Miami, Florida. Our team of dedicated doctors and health professionals are committed to providing high-quality medical care to our patients. With a focus on personalized treatment plans and a patient-centered approach, we strive to meet the individual needs of each person who walks through our doors. Whether you are in need of routine check-ups, specialized medical services, or emergency care, Clinica Peñate is here to help. Visit us today and experience the difference in healthcare excellence.

De Vita McKenzie - Aflac Insurance Agent is an insurance agency located at 15476 Northwest 77th Court, Miami Lakes, Florida, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected events. From accidents to serious health diagnoses, Aflac pays cash benefits to help alleviate financial burdens. Our insurance coverage includes hospital stays, dental care, vision care, and more. We also offer opportunities to become an Aflac insurance agent, providing flexibility and unlimited potential. Aflac is committed to providing quality products to help you and your loved ones feel confident about your coverage. Contact us today to learn more about how Aflac can help you navigate life's speed bumps with peace of mind.

Wedo Insurance & Taxes CoralWay is a reputable insurance agency located in Miami, Florida. Our dedicated team of professionals is committed to providing top-notch insurance and tax services to our clients. Whether you are looking for home, auto, life, or business insurance, we have you covered. Our experienced staff is here to help you navigate through the complexities of insurance policies and tax filings. Visit us at 9766 Southwest 24th Street and let us help you protect what matters most.

Sandpiper Insurance Company is an independent insurance agency located at 6412 North University Drive in Tamarac, Florida, United States. Our founder, John, has over 20 years of experience in the insurance industry and is dedicated to working for our clients, not the insurance company. With a BA in Economics from the University of Miami and a LUTCF designation, John custom designs solutions based on the goals and needs of our clients. At Sandpiper Insurance, we have the flexibility to find the best insurance solutions for our clients by considering numerous variables before making a recommendation.

Marsh & McLennan Agency (MMA) is located in Miami, Florida, United States, at 9850 Northwest 41st Street. As part of the Marsh McLennan family of companies, we provide business insurance, employee health & benefits, retirement, and private client insurance solutions to businesses and individuals. Our team of professionals offers customized solutions tailored to your unique needs, with expertise in various industries. In light of the evolving situation in Ukraine, we are mindful of potential risks to businesses and individuals globally. Marsh has created a page with information, tools, and resources related to the Russia-Ukraine conflict. Visit our page for the latest updates and insights.