Financial services industry in Coral Gables, Florida

Soto Insurance Financial is a reputable insurance agency located at 370 Miracle Mile in Coral Gables, Florida, United States. With years of experience in the industry, we offer a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Our dedicated team of professionals is committed to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Soto Insurance Financial is here to help you protect what matters most. Contact us today to discuss your insurance needs and let us help you secure a brighter financial future.

you pursue your financial goals. With Merrill Lynch Financial Advisor Isaac Maestre, located at 355 Alhambra Circle in Coral Gables, Florida, you can benefit from personalized wealth management planning services. Isaac Maestre, a CERTIFIED FINANCIAL PLANNER™ practitioner with over 12 years of experience in the financial services industry, can help you with retirement planning, business succession, education planning, trust and estate planning services, and more. As a Senior Portfolio Advisor, Isaac can assist you in building and managing custom investment strategies tailored to your objectives. With access to the global resources of Merrill, Isaac and his team are committed to building strong client relationships based on trust and personalized service. Take the first step towards achieving your financial goals by scheduling a consultation with Merrill Lynch Financial Advisor Isaac Maestre today."

Wangh Financial Services LLC is a financial institution located in Coral Gables, Florida, specializing in accounting and finance. We offer fast financing, pre-underwritten pre-approvals, down payment assistance, and credit counseling to maximize your purchasing power. Our executive level partnerships with the top mortgage lenders in the country allow us to offer the best products with quick closings and low rates. We service all areas of Florida, including Miami-Dade, Fort Lauderdale, Boca Raton, Orlando, Tampa, Fort Myers, Naples, and Tallahassee. With over 18 years of experience in the Mortgage and Real Estate Industry, we are committed to providing the highest level of integrity and professional services.

American Evaluation & Translation Service, Inc. is a reputable institution located at 550 Biltmore Way in Coral Gables, Florida, United States. Specializing in evaluation and translation services, they have a team of skilled professionals who are dedicated to providing accurate and high-quality services to their clients. With years of experience in the industry, they have built a strong reputation for their expertise and attention to detail. Whether you need document translation, evaluation of educational credentials, or language interpretation services, American Evaluation & Translation Service, Inc. is the go-to institution for all your needs. Contact them today to learn more about how they can assist you.

Frank Coussens, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2 Alhambra Plaza in Coral Gables, Florida, is dedicated to providing personalized financial strategies for clients of all generations. With a focus on financial literacy and multi-generational planning, Frank ensures that every family member's goals are heard and addressed. As a member of Ameriprise Financial, Frank Coussens is committed to helping clients achieve financial wellness and confidence in their future. With a background in finance and qualifications available on FINRA's BrokerCheck website, Frank Coussens is a trusted advisor in the industry. Contact Frank Coussens for a complimentary initial consultation to start planning for a more secure financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Let Frank Coussens help you and your loved ones achieve your financial goals.

The Lowell Group - UBS Financial Services Inc. is a reputable finance institution located at 550 Biltmore Way in Coral Gables, Florida, United States. With a strong presence in the financial industry, they provide a wide range of services including wealth management, investment advice, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, The Lowell Group - UBS Financial Services Inc. is committed to providing top-notch financial services to individuals and businesses alike.

specific investment objectives, financial situation or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. Merrill Lynch Financial Advisor Edward Bastidas, located at 355 Alhambra Circle in Coral Gables, Florida, is dedicated to helping clients achieve their long-term financial goals. Through personalized one-on-one consultations, clients can develop a financial strategy tailored to their individual needs and aspirations. The institution offers services such as wealth transfer, retirement planning, education funding, and investment management.

Merrill Lynch Financial Advisor Gerardo E Moya, located at 355 Alhambra Circle, Coral Gables, Florida, United States, is dedicated to helping clients plan for their financial future. The team works with clients to determine their investment style and identify personal goals that are meaningful to them. By understanding how clients think about investing, a comprehensive strategy is designed to help them make the most of their financial resources. The institution offers services such as managing health care expenses, planning for college, preparing for the sale of a business or purchase of a home, and passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach tailored to their financial needs.

Prudential Financial, Inc. is a renowned finance and insurance agency located at 2 Alhambra Plaza in Coral Gables, Florida, United States. With a strong presence in the industry, Prudential Financial offers a wide range of financial services and insurance products to individuals and businesses. Their team of experienced professionals is dedicated to providing clients with personalized solutions to help them achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Prudential Financial is committed to helping you make informed decisions and build a solid financial foundation.

DKL Consultant LLC is a leading accounting and finance institution located at 1423 Ponce de Leon in Coral Gables, Florida, United States. With QuickBooks Certification Pro Adviser and IRS Certification, we are dedicated to guaranteeing the growth of your business. With over 20 years of experience in the industry, our team strives to provide top-notch financial services to help your business succeed. Visit us at our locations in the USA and Peru to see how we can help your business thrive.

IM Tax Advisors is a renowned accounting and finance institution located at 145 Madeira Avenue in Coral Gables, Florida, United States. Founded by CEO Itchel H. Mansouri, who has over a decade of experience in the field, IM Tax Advisors specializes in providing tax, accounting, and business consulting services to small and medium-sized businesses with domestic and multinational operations, real estate professionals, and international clients. Itchel has a background in International Taxation and has worked with high-net-worth individuals, families, and closely held businesses at top firms in South Florida before starting her own practice. She is highly sought-after for her expertise in industries such as Real Estate & Construction, Healthcare, Transportation, Import/Export, Professional Services, and Technology.

Tony Martinez is a dedicated Retail Loan Officer at First American Bank, located at 540 Biltmore Way in Coral Gables, Florida. With years of experience in the finance industry, Tony is committed to helping clients navigate the loan process with ease and efficiency. Whether you are looking to purchase a new home, refinance your current mortgage, or secure a loan for a major purchase, Tony Martinez is here to provide personalized guidance and support every step of the way. Trust in First American Bank for all your financial needs.

R.A. Brandon & Company, Inc. is a reputable insurance agency located at 217 Aragon Avenue in Coral Gables, Florida, United States. With years of experience in the industry, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their knowledgeable agents provide personalized assistance to help clients find the best coverage options at competitive rates. Whether you are looking for auto, home, business, or life insurance, R.A. Brandon & Company, Inc. is dedicated to providing exceptional customer service and peace of mind. Contact them today to discuss your insurance needs and receive a customized quote.

Mutual of Omaha® Advisors - Southeast in Miami, located at 2600 Douglas Road in Coral Gables, Florida, is a finance and insurance agency that provides comprehensive advisor training similar to a graduate school education in entrepreneurship. With an advanced curriculum and marketing tools, advisors are equipped to confidently begin their career with Mutual of Omaha. The institution offers a supportive work environment, career growth opportunities, and a commitment to compensating advisors during their training program. The team at Mutual of Omaha provides guidance, coaching, and mentoring to help advisors succeed in making a difference in the lives of their clients. If you are interested in a meaningful career in finance and insurance, contact Mutual of Omaha® Advisors - Southeast in Miami or visit advisorcareers.com.

Marie Torossian CPA, PLLC is a reputable accounting and finance institution located in Coral Gables, Florida, United States. With a background as an experienced Auditor and CFO, Marie Torossian understands the importance of financial analysis in driving business growth. In 2016, she launched her consulting services with the goal of helping entrepreneurs and small businesses grow and scale using her proprietary VALUEATION-MT® methodology. At Marie Torossian CPA, PLLC, we believe in the importance of establishing a retainer and agreement before providing services to our clients. Our team of CPA advisors works closely with clients to provide personalized financial planning and analysis, unlike traditional CPAs. We emphasize the benefits of working with advisors on business FP&A to help businesses thrive.

Gutierrez & Company, CPA P.A. is an accounting and finance institution located at 8025 Northwest 162nd Street, Miami Lakes, Florida, United States. With over 20 years of experience, we offer a wide range of services including bookkeeping, tax preparation, audits of financial statements, reviews, and compilations of financial statements in various locations including Miami Lakes, Coral Gables, Coconut Grove, Kendall, Hialeah, Doral, Miami Gardens, and more. Our team of reputable professionals helps non-profit, governmental, and for-profit organizations prepare accurate financial statements to identify improvement opportunities and necessary modifications. We follow AICPA standards to ensure clear agreed-upon procedures are defined and results are achieved. Additionally, we provide strategic business and operational planning, general business advice, and consulting services to small and mid-sized businesses.

David Hernandez, CPA, PA is a reputable accounting and finance institution located at 770 South Dixie Highway in Coral Gables, Florida, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and business consulting. Their commitment to providing personalized and quality service sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business seeking financial guidance, David Hernandez, CPA, PA is dedicated to helping you achieve your financial goals.

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.

RSM US LLP is a leading accounting and finance institution located at 2811 Ponce de Leon in Coral Gables, Florida, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM offers a dedicated team of experts and a robust research program to support clients in implementing strategic changes aligned with global industry trends. With a focus on providing insight into business issues and offering a wide range of services and global technical resources, RSM helps clients design solutions to drive their businesses forward. The institution values understanding, embracing digital tools for a better client experience, and empowering advisors to make confident decisions in the face of uncertainty.

Zamora & Hernandez PLLC is a leading accounting and finance institution located at 95 Merrick Way in Coral Gables, Florida, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business owner, Zamora & Hernandez PLLC is dedicated to helping you achieve your financial goals.

Thomas D. Alfano, CPA, PA is a reputable accounting and finance institution located at 1550 Madruga Avenue in Coral Gables, Florida. With a team of experienced professionals led by Thomas D. Alfano, they provide a wide range of financial services including tax preparation, auditing, and financial planning for individuals and businesses. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs. Contact Thomas D. Alfano, CPA, PA today to schedule a consultation and take control of your financial future.

Sachs Diaz & Diaz, P.L. is a leading accounting and finance institution located in Coral Gables, Florida. With a prime location at 2850 Douglas Road, this firm offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals provides expert advice and assistance in areas such as tax planning, auditing, and financial consulting. Clients can trust Sachs Diaz & Diaz, P.L. for reliable and efficient financial solutions tailored to meet their specific needs.

McGrover Commercial Capital LLC is a finance institution located at 2810 South Le Jeune Road in Coral Gables, Florida, United States. We specialize in providing commercial capital solutions to businesses of all sizes. Our experienced team of professionals offers a wide range of financial services, including loans, investments, and consulting. Whether you are looking to expand your business, acquire new equipment, or secure working capital, we are here to help you achieve your goals. Contact us today to learn more about how McGrover Commercial Capital LLC can support your financial needs.

Welcome to Mutual of Omaha® Advisors - Fort Myers, your trusted partner in finance and insurance solutions. Conveniently located at 9530 Marketplace Road, Fort Myers, Florida 33912, our agency is dedicated to providing exceptional financial services and guidance to individuals and businesses in our community. At Mutual of Omaha® Advisors, we pride ourselves on a long history of developing talented professionals through our comprehensive advisor training program. Designed akin to a graduate school education in entrepreneurship, our advanced curriculum equips advisors with the knowledge, skills, and tools needed to confidently embark on a career as a Mutual of Omaha financial advisor.

Full Compliance, LLC is a leading finance institution located at 95 Merrick Way in Coral Gables, Florida, United States. Our team of experts specializes in ensuring full compliance with all financial regulations and guidelines, providing our clients with peace of mind and security in their financial transactions. With a commitment to excellence and integrity, Full Compliance, LLC is dedicated to helping individuals and businesses navigate the complex world of finance with confidence. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.

Amscot - The Money Superstore is a leading financial institution located at 3980 Southwest 8th Street in Coral Gables, Florida. As a trusted name in the finance industry, Amscot offers a wide range of financial services including check cashing, money transfers, bill payment, and payday loans. With a commitment to providing convenient and reliable financial solutions, Amscot is the go-to destination for all your money management needs. Visit us today and experience the convenience of Amscot - The Money Superstore.

Hub International Florida is an insurance agency located at 362 Minorca Avenue in Coral Gables, Florida. Our team is dedicated to providing excellent service and ensuring customer satisfaction. We offer world-class insurance solutions, risk control services, and customized resources to meet the individual needs of each client. Our local insurance specialists in Florida are available to answer your questions and provide personalized insurance solutions for both personal and business needs. With a comprehensive list of HUB offices throughout Florida, you can easily find a local office to get a quote today. Contact Hub International Florida for all your insurance needs.

The United States Foreign Trade Institute is a prestigious finance institution located at 4000 Ponce de Leon in Coral Gables, Florida. As a leading institute in the field of foreign trade, they offer comprehensive programs and resources to educate and empower individuals in navigating the complexities of international commerce. With a strong focus on promoting global economic growth and fostering strong relationships between nations, the United States Foreign Trade Institute is dedicated to preparing future leaders in the finance industry.

Miami Rapid Notary is a finance institution located at 2222 Ponce de Leon in Coral Gables, Florida, United States. Specializing in finding the right funding for your business, we offer both secured and unsecured loans with no personal guarantee required. Our online form makes it quick and easy to get approved, allowing you to choose the option that best suits your company's needs. With a track record of helping over 250 diverse industries obtain funding, you can trust Sterling Street Financial to help your business thrive.

Sequoro Group is a prestigious finance institution located at 300 Sevilla Avenue in Coral Gables, Florida, United States. With a strong reputation for excellence in financial services, Sequoro Group provides a wide range of investment and wealth management solutions for individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your assets, plan for retirement, or protect your wealth, Sequoro Group is committed to delivering exceptional service and results. Visit us today to learn more about how we can help you secure your financial future.