Financial services industry in Miami, Florida
356 results found
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Synergy Advisory Bureau Inc
Synergy Advisory Bureau Inc, located in Miami, Florida, is a premier accounting, finance, and health institution specializing in healthcare industry consulting and bookkeeping. Our experienced team is dedicated to helping medical professionals navigate the complexities of opening a new practice and achieving success. We offer services to optimize CPT code usage and provide detailed financial reports to help streamline operations. Keeping your financial transaction records up to date not only ensures compliance but also increases your chances of securing loans and lines of credit. Trust Synergy Advisory Bureau Inc to be your trusted partner in achieving your financial and business goals.
Damian Landeiro PA
Damian Landeiro PA is a reputable accounting and finance institution located at 12350 Southwest 132nd Court in Miami, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, Damian Landeiro PA is dedicated to helping you achieve your financial goals.
International Accounting
International Accounting is a leading institution located at 10511 North Kendall Drive in Miami, Florida, United States. Specializing in accounting and finance, our institution offers a comprehensive curriculum designed to prepare students for successful careers in the global financial industry. With expert faculty, state-of-the-art facilities, and a strong emphasis on practical skills development, International Accounting provides a top-notch education that equips students with the knowledge and expertise needed to excel in the field of accounting and finance on an international scale. Join us and embark on a rewarding journey towards a successful career in the dynamic world of finance.
Nearman, Maynard, Vallez, CPAs
Nearman, Maynard, Vallez, CPAs, P.A. is a renowned accounting and finance institution located at 10661 North Kendall Drive, Miami, Florida, United States. Since 1979, their mission has been to provide quality, efficient, and professional services exclusively to the credit union industry. Rated as one of the top three credit union auditors in the nation, they have built a reputation for their expertise and dedication to the industry. With over 170 credit union clients across the United States, their team of efficient, proactive, and knowledgeable CPAs work closely with clients to achieve their goals. Services offered include certified audits, management consulting, internal audit, compliance, and operational services. Nearman, Maynard, Vallez, CPAs, P.A. is a trusted resource for compliance, accounting, and regulatory issues affecting credit unions, with a high client retention rate due to their quality work and teamwork approach.
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.
Galvin Legal
Galvin Legal is a reputable institution located in Miami, Florida, United States, at the address 3480 Northwest 85th Court. Specializing in FINRA CRD and BrokerCheck disclosures, Galvin Legal offers expert legal services to help individuals expunge their records. Clients can request a Free Consultation to speak with an attorney and discuss their options. James P. Galvin, a knowledgeable attorney, has submitted comment letters to FINRA regarding proposed expungement rule changes, showcasing his dedication to helping clients navigate the legal system. With a focus on practice areas such as securities arbitration and regulatory defense, Galvin Legal is committed to providing top-notch legal representation. Contact them today for a consultation.
Gutierrez & Company, CPA P.A.
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.
Bear Atlantic Group
Bear Atlantic Group is a finance institution located at 3250 Northeast 1st Avenue in Miami, Florida, United States. Our experienced team leverages actionable data to enhance acquisitions, optimize infrastructure, and drive superior outcomes for businesses. We specialize in solving complex business questions with decisive action and achieving sustainable results. Our services include evaluating, improving, and managing effective control of grants, governance, and risk, as well as financial reporting and regulatory compliance. We disseminate brand messages to niche audiences through measurable strategies and digital marketing solutions to improve businesses' bottom line. Our focus is on designing and building thematically high-quality assets with outsized growth potential driven by global economic and demographic trends. We offer strategic planning, filings, and implementation of structures to simplify business operations and innovate towards a globally connected future.
Capital Quest Group
Capital Quest Group is a premier institution located at 1600 South Bayshore Lane in Miami, Florida, United States. Specializing in Real Estate Capital and Financial Services, we are dedicated to providing our clients with the best loan structuring to meet their needs and ensure efficient execution. Our solutions go beyond just a "quick fix" and we continue to support our clients with excellent service long after the loan or asset sale is completed. With decades of experience and a reputation for reliability, Capital Quest Group is the ideal choice for all your financial needs. As featured in the inaugural Cabela's Business Outfitters Catalog, we are known for our excellence in the finance industry.
US Med Capital
US Med Capital is a leading finance institution located at 11900 Biscayne Boulevard in North Miami, Florida, United States. Specializing in providing financial solutions for the healthcare industry, US Med Capital offers a range of services including medical equipment financing, working capital loans, and practice acquisition funding. With a team of experienced professionals, US Med Capital is dedicated to helping healthcare providers achieve their financial goals and grow their practices. Contact us today to learn more about how we can support your medical business.
Ewart & Associates LLC - CPAs
Ewart & Associates LLC - CPAs is a reputable accounting and finance institution located at 5881 Northwest 151st Street in Miami Lakes, Florida. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial consulting, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax planning or financial reporting, Ewart & Associates LLC - CPAs is dedicated to helping you achieve your financial goals.
Moshe Mindick, CPA - Bookkeeping and Business Consulting
Moshe Mindick, CPA - Bookkeeping and Business Consulting is a premier accounting and tax strategy firm located at 1220 Northeast 173rd Street, Miami, Florida, United States. Specializing in Healthcare Providers, Real Estate Investors, Law Firms, and Assisted Living Communities, our experienced team provides customized solutions to maximize profits while ensuring compliance with regulations. From corporate structuring for healthcare providers to investment analysis for real estate investors, we offer a range of services to meet the unique needs of professionals in complex industries. With expertise in tax preparation, bookkeeping, CFO services, payroll, retirement planning, estate planning, and more, we are dedicated to helping our clients achieve their financial goals. Led by licensed CPA Moshe Mindick, with over 15 years of experience in public accounting, our firm is committed to providing exceptional service and expert guidance to clients nationwide. Choose Moshe Mindick, CPA for top-quality service and expert financial advice.
Eztratego Cesar Prato Entrepreneur Small Business Consultant Mentor Coach Advisor Business Development Strategy Marketing
Eztratego Cesar Prato is a leading small business consultancy firm located at 13425 Southwest 102nd Avenue in Miami, Florida. Specializing in entrepreneur mentorship, coaching, and advisory services, our team of experts help businesses develop effective strategies for growth and marketing. Whether you are a startup or an established business, our tailored solutions can help you achieve your goals and reach new heights of success. Contact us today to learn more about how we can support your business development journey.
Clyde & Co
Clyde & Co is a prestigious law firm located at 1221 Brickell Avenue in Miami, Florida. With a global presence and a reputation for excellence, Clyde & Co is known for providing top-tier legal services to clients across a wide range of industries. The firm's team of experienced attorneys offers expertise in areas such as corporate law, litigation, and international arbitration. Clients can trust Clyde & Co to provide strategic advice and effective solutions to their legal challenges.
The Law Offices of Aric N. Williams, P.A.
The Law Offices of Aric N. Williams, P.A. is a reputable corporate law firm located in Miami, Florida. Led by Aric N. Williams, Esq., and his professional team, the firm provides indispensable legal services to growing businesses across various industries. With a deep understanding of the legal, tax, and financial aspects that can arise during a fund's life cycle, the team at Aric N. Williams, P.A. offers comprehensive and innovative business solutions to help clients achieve their goals. Specializing in merger and acquisition transactions, the firm pays meticulous attention to detail in areas such as tax effects, employment legislation, and business structuring. By combining their knowledge of tax, intellectual property, regulatory specifications, and labor laws, Aric N. Williams, Esq. and his associates ensure that every transaction is carried out efficiently and effectively.
Ana B. Garcia, CPA, MSA, CTP
Ana B. Garcia, CPA, MSA, CTP is a renowned accounting and finance institution located at 3801 Southwest 117th Avenue in Miami, Florida, United States. Specializing in proactive tax planning for real estate investors and high net worth individuals, Ana B. Garcia CPA offers expert services to help businesses increase their net worth by implementing effective tax reduction strategies. With over 17 years of accounting experience, Ana B. Garcia is a Certified Public Accountant, Certified Internal Auditor, and Certified Tax Planner with a wealth of knowledge in the industries of real estate and construction in both the United States and Canada. As a real estate investor herself, Ana B. Garcia is dedicated to helping clients achieve maximum savings using proven IRS strategies. Clients can fill out a webform to schedule an Intro Call where they will receive personalized findings and recommendations, along with an investment amount. Monthly all-inclusive tax planning packages start at $900 per month, ensuring ongoing support and assistance in tax planning.
Brett Cohen - Morgan Stanley
Brett Cohen - Morgan Stanley is a reputable finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. With a strong presence in the financial industry, the institution offers a wide range of services including wealth management, investment banking, and advisory services. The team at Brett Cohen - Morgan Stanley is dedicated to providing top-notch financial solutions to help clients achieve their goals and secure their financial future. Trustworthy and reliable, this institution is committed to delivering excellence in finance.
DG Insurance Solutions Inc
DG Insurance Solutions Inc is an insurance agency located at 8785 Southwest 165th Avenue in Miami, Florida, United States. With years of experience in the insurance industry, we specialize in helping clients prepare for the unexpected by providing access to a wide range of insurance products to suit their individual needs. Bodily Injury Coverage is a type of insurance that protects you as a driver from having to pay out-of-pocket for injuries caused to others in an at-fault accident. This coverage may include medical expenses, funeral costs, loss of income, and legal fees in case of legal action.
Power Move Solutions LLC
Power Move Solutions LLC is a dynamic and innovative institution located at 14750 Northwest 77th Court in Miami Lakes, Florida. Our team is dedicated to providing top-notch solutions for all your power-related needs. Whether you are looking for energy-efficient solutions, power management services, or renewable energy options, we have the expertise and experience to help you make the right move. With a commitment to excellence and customer satisfaction, Power Move Solutions LLC is your go-to partner for all things power-related.
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.
Amir Merali - Morgan Stanley
Amir Merali - Morgan Stanley is a prestigious financial institution located at 1691 Michigan Avenue in Miami Beach, Florida, United States. With a strong reputation for excellence in the finance industry, the institution offers a wide range of services including wealth management, investment banking, and financial advisory. Clients can expect personalized solutions tailored to their individual needs, provided by a team of experienced professionals dedicated to helping them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Amir Merali - Morgan Stanley is committed to delivering top-notch service and expertise.
Security Partners LLC
Security Partners LLC is a leading finance institution located at 1450 Brickell Avenue in Miami, Florida, United States. With a focus on providing top-notch security and protection for their clients' financial assets, Security Partners LLC offers a wide range of services including investment management, risk assessment, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals while ensuring the utmost security and peace of mind. Trust Security Partners LLC to safeguard your finances and secure your future.
Pronto Income Tax
Pronto Income Tax, located at 7360 Coral Way in Miami, Florida, is a trusted institution specializing in accounting and finance services. Our dedicated team is committed to maximizing your business's finances through reliable and easy-to-use accounting services. We understand the unique financial needs of each client and strive to provide customized solutions that meet your specific goals with precision and expertise. Whether you are a professional in the real estate industry or an individual seeking personalized financial solutions, Pronto Income Tax is here to help. Our expertise in real estate accounting software allows us to efficiently manage property transactions, optimize investments, and ensure compliance with industry regulations. We are your comprehensive solution for navigating the intricacies of property transactions and maximizing deductions tailored to your unique needs.
greg k gonzalez
Greg K Gonzalez is an esteemed accounting and finance institution located at 7900 Oak Lane in Miami Lakes, Florida, United States. With a reputation for excellence in the field, the institution offers top-notch education and training in accounting and finance, preparing students for successful careers in the industry. The experienced faculty and state-of-the-art facilities make Greg K Gonzalez a premier choice for those looking to further their education and skills in accounting and finance.
The Professional Accountant
The Professional Accountant is a reputable institution located at 9507 Southwest 160th Street in Miami, Florida. Specializing in accounting and finance, this institution offers top-notch training and education for aspiring professionals in the financial industry. With experienced faculty and a comprehensive curriculum, students can expect to receive the knowledge and skills needed to excel in their accounting and finance careers. Whether you are looking to start a career in financial management, auditing, or tax accounting, The Professional Accountant is the ideal institution to help you achieve your goals.
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.
Robinson & Co Inc
Robinson & Co Inc is a reputable accounting and finance institution located at 17800 Northwest 27th Avenue in Miami Gardens, Florida. With years of experience and expertise in the industry, our team of professionals provides top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Robinson & Co Inc for all your accounting and finance needs.
Tax E-Filing
Tax E-Filing Solutions, located in Miami, Florida, is a leading institution in the field of accounting and finance. Our team of professionals is committed to helping you achieve success by providing a wide range of financial products and services tailored to your needs. All of our tax preparers are registered with the IRS and have undergone rigorous background checks to ensure the protection of your identity and confidentiality. We offer convenient video conferences with our experts for tax preparation, using platforms such as Facetime, WhatsApp, Facebook, Skype, and more. Our clients have praised our excellent service and the expertise of our professionals, who take the time to explain every detail and ensure that you understand your taxes.
C S Tax Solutions Inc
C S Tax Solutions Inc. is a family-owned accounting and finance firm located at 13375 Southwest 128th Street in Miami, Florida. With over 25 years of experience in personal and business income taxes, accounting, and business services, we are dedicated to providing outstanding service to our clients year-round. Our team of professionals upholds the principles of professionalism, responsiveness, and quality in all that we do. We pride ourselves on our close personal and professional attention to each client, combining expertise, experience, and energy to deliver top-notch service. Our firm is known for its competent advice, fast and accurate personnel, and strong client referrals that have fueled our growth.
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