TOP Financial relationship manager in Miami, Florida
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YUGO COMPANY
YUGO COMPANY is a finance institution located at 8100 Oak Lane, Miami Lakes, Florida, United States. With discounts of up to 50%, our independent financial firm offers tools and solutions to help you achieve financial wellness and ultimately, financial freedom. Our mission is to build strong client relationships and provide education on all aspects of personal finance, whether you are dealing with debt or income issues. Financial wellness is essential for handling financial crises and we are here to offer solutions to meet your needs and give you peace of mind. Let us help you create a plan to achieve your financial dreams.
J A Rodriguez CPA, LLC
J A Rodriguez CPA, LLC is a professional accounting and finance institution located at 6303 Waterford District Drive in Miami, Florida, United States. We offer a range of services to help individuals and businesses with tax planning and preparation, bookkeeping, payroll, and optimizing taxes. Our goal is to guide you towards a healthy financial future and take the stress out of running your business. We are committed to building authentic, personal relationships with our clients to go beyond just transactions and help professional service providers build successful enterprises. With the right technology and strategies, we can help drive business growth and profitability while focusing on the wellness of your business, body, and mind. Contact us today to see how we can help make managing your finances less taxing and more enjoyable.
Stewards of Capital & Company
Stewards of Capital & Company is a leading finance institution located at 7301 Southwest 57th Court in South Miami, Florida, United States. Our team of experienced professionals are dedicated to helping individuals and businesses make informed financial decisions to grow and protect their wealth. From investment management to financial planning, we provide a range of services tailored to meet our clients' specific needs. Trust Stewards of Capital & Company to be your partner in financial success.
West Holiday Insurance
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.
All Solutions Multiservices
All Solutions Multiservices is a comprehensive institution located at 8364 Bird Road, Miami, Florida, United States. We offer efficient solutions for all your accounting and finance needs to help grow your business. Our services include migration processes, tax assistance, notary services, and vacation packages to Punta Cana. Our team of experienced professionals is dedicated to providing reliable and high-quality services tailored to meet your individual needs. With over 10 years of experience, our founders lead a committed team that ensures your satisfaction and peace of mind throughout the entire process.
Beverly Crawford - State Farm Insurance Agent
Beverly Crawford - State Farm Insurance Agent is a reputable insurance agency located at 7950 Northwest 155th Street in Miami Lakes, Florida. With over 32 years of experience in the Insurance and Financial Services Industry, Beverly Crawford has been serving Florida residents for the last 24 years, offering a wide range of suitable products to meet their unique needs. The agency provides various insurance products such as Personal Liability Insurance Coverage, pet insurance, E&O insurance, professional liability coverage, health insurance, boat insurance, RV coverage, and motorcycle insurance. The bilingual English, Spanish, French & Creole team of Insurance Account Representatives are dedicated to understanding your needs and helping you make informed decisions.
Freight Dispatch Service, INC
Freight Dispatch Service, INC is a moving company located at 8880 Northwest 20th Street, Miami, Florida, United States. Our top priority is your safety, which is why we have a dedicated safety department to ensure all your needs are taken care of. Since 2016, we have been committed to providing excellent service, offering the best rates, 24/7 attention, and payments on time without excuses. Our fleet mainly consists of Owner Operators, allowing for a close relationship and better service. We offer drivers the freedom to choose their own loads and provide financial assistance for repairs when needed. With quarterly inspections and a focus on safety, we aim to optimize your road performance and reduce breakdown costs. Join our team for a respectful and transparent work environment with experienced professionals dedicated to your safety. Contact us for more information on how to become a part of our team.
Dynamic Capital
Dynamic Capital is a finance institution located at 333 Southeast 2nd Avenue in Miami, Florida, United States. We specialize in providing business loans, financing, and lines of credit up to $5 million dollars. With funds available in your bank account in less than 24 hours from approval, we are dedicated to helping you succeed by providing working capital for your business. Our long-term, low-interest small business loans are partially guaranteed by the government, and we offer a variety of options including loans using equipment or inventory as collateral, as well as flexible revolving capital similar to a credit card. With access to over 100 business loans, safeguarding your credit with 1 soft credit pull, and funds in your bank account today, we are here to help you unlock your funding potential and boost your credit. Are you ready to commit to professional growth and improve your sales skills every day? Broaden your product and services portfolio with financing from Dynamic Capital to take your client relationships even further.
Clean Recovery Centers
Welcome to Clean Recovery Centers, your trusted partner in addiction treatment and mental health services located at 508 W Fletcher Ave, Tampa, FL 33612. Our mission is to provide comprehensive and compassionate care to individuals seeking to overcome substance use disorders and mental health challenges. At Clean Recovery Centers, we understand the complexities of addiction and mental health, and we are committed to helping you or your loved ones achieve lasting recovery and wellness. Our Approach to Recovery:
Boca Recovery Center – Alcohol & Drug Rehab Boca Raton
Welcome to Boca Recovery Center – Alcohol & Drug Rehab Boca Raton, your trusted partner on the journey to recovery. Conveniently located at 21301 Powerline Rd #311, Boca Raton, FL 33433, our facility offers a comprehensive range of treatment programs designed to meet the unique needs of each individual seeking a path to sobriety. At Boca Recovery Center, we believe that recovery is a personal journey, and we are committed to providing a supportive, safe, and nurturing environment. Our medical detox program is the first critical step, offering a supervised setting where clients can safely withdraw from substances under the care of our expert clinicians. We prioritize your health and comfort, using a combination of medications and therapy to ease withdrawal symptoms.
Boca Recovery Center Florida - Drug Rehab & Detox
Boca Recovery Center Florida - Drug Rehab & Detox Welcome to Boca Recovery Center Florida, a premier addiction treatment facility located at 971 S Dixie Hwy W, Pompano Beach, FL 33060. Our center is dedicated to providing comprehensive care for individuals seeking recovery from substance use disorders. We offer a range of personalized treatment programs designed to meet the unique needs of each client, ensuring a path to long-term sobriety and well-being.
Investment Realty
Welcome to Investment Realty, your trusted partner in navigating the dynamic real estate market of Tampa Bay and beyond. Located at 5741 9th Avenue North, St. Petersburg, Florida, we specialize in finance, insurance, and real estate services tailored to meet your needs. As the Tampa housing market continues to grow, with increasing property values and strong appreciation prospects, our expert real estate agents are here to guide you through every step of your home buying or selling journey. Recognized as a discounted real estate firm, we offer competitive commission rates between 2-5%, ensuring you save money on your next transaction.
Lexi Goza - State Farm Insurance Agent
Lexi Goza State Farm Insurance Agency, located at 11098 Biscayne Boulevard in Miami, Florida, is dedicated to providing exceptional insurance services to the community. With over 20 years of experience, Lexi Goza and her team offer a wide range of insurance products including auto, home, renters, life, health, and small business insurance. The agency's mission is to build strong relationships with customers and provide them with the protection they need to navigate life's uncertainties. Beyond insurance, Lexi Goza State Farm is deeply committed to giving back to the community. From providing relief to those affected by disasters to volunteering with local organizations, Lexi and her team go above and beyond to support those in need. Additionally, they are actively involved in LGBTQ advocacy and empowerment initiatives.
Azimut Insurance
Azimut Insurance is a trusted insurance agency located in Miami, Florida. We provide a wide range of insurance services to meet the needs of our clients, including auto, home, health, and life insurance. Our experienced agents are dedicated to helping you find the best coverage options at competitive rates. At Azimut Insurance, we prioritize customer satisfaction and aim to build long-lasting relationships with our clients. Visit us at 2100 Northwest 82nd Avenue to learn more about how we can protect you and your assets.
NICOLE V SERVICES LLC
NICOLE V SERVICES LLC is a professional services institution located at 11335 Northwest 7th Street in Miami, Florida. Our team is dedicated to providing top-notch services to our clients, including consulting, project management, and business development. With years of experience and expertise, we strive to help businesses reach their full potential and achieve their goals. Contact us today to learn more about how we can assist you in growing your business.
Floridian Partners
Floridian Partners is a prestigious lobbying and consulting firm located in Tallahassee, Florida, with additional partners in Miami. Our team of respected experts serves clients across various industries, offering government affairs, issues management, communications, and business consulting services. With influence at all levels of Florida government and a national advocacy network, we are dedicated to guiding our clients through high-stakes initiatives and achieving consistent results. Building trust and alignment with our clients is our priority, as we believe in forming long-lasting relationships that go beyond business. Our team, led by senior partners who are actively involved in the day-to-day operations, works together as a cohesive unit to advocate for each client's interests. At Floridian Partners, we are your champions in the fight for success.
Safe Harbor Accounting
Safe Harbor Accounting is a trusted institution located at 1500 East Hillsboro Boulevard in Deerfield Beach, Florida. Specializing in accounting and finance, we offer a wide range of services to meet all of your professional needs. From personal income tax preparation to corporate tax preparation, IRS audit defense, payroll tax preparation, Quickbooks consulting, bookkeeping, financial statement preparation, and more, we have the experience, resources, and knowledge to deliver the service you deserve. At Safe Harbor Accounting, we prioritize client relationships and are committed to your success. Our team of experts is dedicated to providing you with the advice, ideas, and solutions you need to thrive in your business endeavors. Whether you're a small business owner or a startup in need of accounting services, we are here to help.
Barnett Capital Advisors
Barnett Capital Advisors is a finance institution located at 444 Brickell Avenue in Miami, Florida, United States. Our mission is to build lasting relationships with our clients and help them achieve their financial goals for generations to come. As an Independent Asset Management and Retirement Planning Firm, we offer unbiased advice, strategic planning, and smart investment strategies to help retirees live the retirement of their dreams. Our dedicated team of Fiduciary Financial Planners will work with you to develop a customized Retirement Analysis & plan that incorporates all financial aspects of your life. Through a disciplined approach to active management, we aim to identify strategic opportunities and provide the steps necessary for you to achieve your desired outcomes in different investment climates and macroeconomic conditions.
Daryl Arno Kutner
Daryl Arno Kutner is a finance institution located at 1650 Northeast 115th Street, Miami, Florida, United States. The team at Tusk is made up of individuals with diverse finance backgrounds, all dedicated to ethics and integrity. They are fully licensed and provide unbiased recommendations and impartial guidance to clients. Tusk specializes in quarterbacking financial risk with a team of technical experts, ensuring a clear and relatable interface for clients. They work to bring comprehensive financial plans to light, coordinating all areas of risk management in a cost-effective and time-efficient manner.
Keys 2 Leverage Consultants
Keys 2 Leverage Consultants is a premier consulting firm located at 1801 Northeast 123rd Street in North Miami, Florida, United States. Specializing in providing strategic solutions and expert guidance to help individuals and businesses unlock their full potential and achieve success. With a team of experienced consultants, Keys 2 Leverage Consultants offers a wide range of services including business development, marketing strategies, financial planning, and leadership training. Whether you are looking to take your career to the next level or grow your business, Keys 2 Leverage Consultants is here to help you reach your goals. Contact us today to learn more about how we can help you leverage your strengths and achieve your dreams.
Merrill Lynch Private Wealth Advisor Frank D Di Rocco
Merrill Lynch Private Wealth Advisor Frank D Di Rocco, located at 701 Brickell Avenue, Miami, Florida, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on high-net-worth families, Juan Carlos develops personalized wealth management solutions based on risk tolerance, time horizon, liquidity needs, and overall investment goals. He collaborates with professionals such as attorneys and CPAs to develop wealth transfer strategies and family governance solutions. Juan Carlos, a graduate of the University of Florida with a Master of Laws degree from the University Of Nice School Of Law in Nice, France, is fluent in Spanish, French, and English. He has been named to Forbes "Best-in-State Wealth Advisors" list from 2018-2023 and is a member of the Society of Trust and Estate Practitioners (STEP).
Merrill Lynch Private Wealth Advisor Manuel J Escobio
Merrill Lynch Private Wealth Advisor Manuel J Escobio is a premier financial institution located at 701 Brickell Avenue in Miami, Florida, United States. Our team of private wealth advisors offers industry-leading research and expert analysis to help you stay ahead in managing your financial priorities. We provide customized services supported by the broad capabilities of a global institution, focusing on a limited number of clients to offer personalized attention for all aspects of your financial life. Our rigorously trained private wealth advisors are dedicated to meeting your specialized needs with relationships based on trust and personalized service. We are proud of our advisors who have received recognition from financial industry publications, setting the standard for exemplary client service. Forbes has recognized us as "Best-in-State Wealth Advisors" in 2023, showcasing our commitment to excellence.
Pioneer Family Office
Pioneer Family Office is a premier finance institution located at 3323 Northeast 163rd Street in North Miami Beach, Florida. As a leading family office, we provide comprehensive financial services tailored to meet the unique needs of high-net-worth individuals and families. Our team of experienced professionals offers personalized wealth management, investment advisory, estate planning, and tax optimization strategies to help our clients achieve their financial goals. With a focus on integrity, transparency, and excellence, Pioneer Family Office is dedicated to providing exceptional service and value to our clients.
International Accounting Firm
The International Accounting Firm is a prestigious institution located at 5805 Waterford District Drive in Miami, Florida, United States. Specializing in accounting and finance, our firm is dedicated to helping both our employees and clients achieve their financial goals. With a strong emphasis on trust and respect, we build lasting relationships with our clients by providing them with the highest level of service and quality. Whether you are an individual or a business, you can trust our team of experts to help you navigate the complexities of financial management and achieve success.
Cherry Bekaert
Cherry Bekaert is a leading accounting and finance institution located at 2811 Ponce de Leon in Coral Gables, Florida. They offer risk management consulting services for the financial services industry, digital advisory services for middle market companies, guidance through the loan forgiveness documentation process, and assistance with the Expanded Employee Retention Credit (ERC). With over 140 professionals, Cherry Bekaert provides accounting, audit, tax, and advisory services across industries such as real estate, technology, manufacturing, and distribution. Their team in Miami is dedicated to building strong client relationships and delivering innovative solutions to help businesses achieve their goals. Additionally, Cherry Bekaert offers specialized services for industries such as hospitality, retail, government contracting, health and life sciences, not-for-profit organizations, and more. Their expertise in tax and accounting guidance has helped thousands of clients worldwide. With a focus on growth and excellence, Cherry Bekaert is committed to providing top-tier services to their clients.
Plus Accounting & Immigration Services LLC
Plus Accounting & Immigration Services LLC is an institution located at 12260 Southwest 8th Street, Miami, Florida, United States. We specialize in providing high-quality tax planning and accounting services to businesses in Miami and the surrounding communities. Our team of experts is well-versed in management, tax, legal, and immigration matters, ensuring that we can meet the needs of all our clients. We cater to small and medium-sized businesses seeking professional services, as well as individuals in need of immigration advice for themselves or their families. Our mission is to work collaboratively, utilizing the best of our human resources to establish dynamic and productive professional relationships. We are committed to providing responsible, reliable, and confidential services to our clients.
James Baker & Associates
James Baker & Associates is a reputable finance institution located at 175 Southwest 7th Street in Miami, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investment planning, retirement savings, or wealth management, James Baker & Associates is dedicated to providing personalized solutions to help you achieve your financial goals. Trustworthy and reliable, they strive to build long-lasting relationships with their clients based on integrity and expertise. Visit their office today to see how they can help you secure a stable financial future.
VIP ME LLC
VIP ME LLC is a premier institution located at 244 Biscayne Boulevard in Miami, Florida. We specialize in providing top-notch concierge services to cater to the needs of our distinguished clientele. Our team of experienced professionals is dedicated to delivering personalized and exclusive experiences, ensuring that every aspect of our clients' needs is taken care of with the utmost attention to detail. Whether it's arranging luxury travel accommodations, securing reservations at the hottest restaurants, or organizing VIP access to exclusive events, VIP ME LLC is committed to exceeding expectations and making every client feel like a true VIP.
Funded Business Capital
Funded Business Capital is a finance institution located at 1221 Brickell Avenue in Miami, Florida, United States. We specialize in providing fast business funding and financing to help businesses cover expenses, fulfill contracts, purchase inventory, and more. Our Business Funding Advisors understand the unique challenges that come with running a successful contracting, technology, medical, and manufacturing business. We take the time to understand our clients' needs and goals, building long-lasting relationships to help them succeed. If you're interested in joining our team, we are currently hiring for various positions. Apply now and attach your resume for review. Thank you for considering Funded Business Capital.
Zoecklein Law Manatee
Welcome to Zoecklein Law Manatee, your trusted legal partner located at 4916 26th Street West, Bradenton, Florida. We are a dedicated team of experienced attorneys specializing in Wills, Trusts, Estates, and Civil and Real Estate litigation. Our mission is to provide exceptional legal services with integrity and empathy, prioritizing our clients in every interaction. At Zoecklein Law, we focus on Estate Planning and the Administration of Probate and Trusts, offering expertise in Trust and Estate litigation, including Will and Trust Contests, actions against Trustees and Personal Representatives, and more. Our firm is well-versed in handling real estate cases across Florida, assisting clients in recovering property, resolving title issues, and managing unwanted tenants or squatters.
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