TOP 30 Financial services industry in South Miami, Florida

32 results found

USHEALTH Advisors South Miami Serena Thomas is a reputable health insurance agency located at 11420 North Kendall Drive in Miami, Florida. With a focus on providing personalized and tailored insurance solutions, Serena Thomas and her team are dedicated to helping individuals and families find the right coverage to meet their healthcare needs. Whether you are looking for individual health insurance, family coverage, or supplemental plans, USHEALTH Advisors South Miami Serena Thomas is committed to providing exceptional service and support. Contact them today to learn more about their insurance options and how they can help you protect your health and financial well-being.

Merrill Lynch Financial Advisor Glenn C Feigin is a prestigious financial institution located at 200 South Biscayne Boulevard, Miami, Florida, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Glenn C Feigin and his team at The Feigin Group provide personalized advice and guidance to business owners and affluent families, utilizing the resources available at Merrill and Bank of America. The team offers a wide range of proprietary and non-proprietary products and services, blending customized strategies to pursue unique financial objectives.

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.

Gennadiy Arnautov CPA in Miami, Florida offers expert tax, accounting, and business advisory services to both businesses and individuals. Our Ukrainian-speaking tax consultant provides affordable accounting and payroll services to help keep your finances in order and your business running smoothly. We work diligently to ensure that you receive every deduction and credit you deserve, while also helping you stay compliant with IRS and FATCA requirements. Our proven strategies will help your business stay profitable and on track for success. Whether you are incorporating a new business, managing assets outside of the US, or need specialized accounting services for industries such as transportation, construction, real estate, healthcare, or professional services, we have the expertise to assist you. We also provide tailored accounting solutions for businesses in the hospitality and wellness industries.

South Point LLC is a leading institution located at 17810 Southwest 107th Avenue in Miami, Florida. We specialize in providing top-notch services and solutions in various industries. Our experienced team is dedicated to delivering exceptional results and exceeding our clients' expectations. Whether you are looking for consulting services, investment opportunities, or business solutions, South Point LLC is your trusted partner. Visit us today to see how we can help you achieve your goals.

South Florida Rental Property Management LLC, located at 3850 South University Drive in Davie, Florida, is a real estate agency serving Palm Beach, Broward, and Miami-Dade counties. Whether you are looking for a reliable tenant for your property or searching for your dream home, we are here to assist you. We specialize in managing a variety of properties, from single family homes to commercial buildings, with the goal of maximizing your investment return while alleviating the burdens of being a landlord. Our team works closely with tenants to ensure their satisfaction and promptly address any concerns. Unlike other property management firms, we do not mark up vendor services and stay up-to-date on industry trends to keep your properties competitive in the market. With a focus on owner satisfaction, we offer personalized services for investment, property management, brokerage, and rent with the option to purchase. Let us take the stress out of managing your property and provide you with consistent rental revenue and financial statements. Contact South Florida Rental Property Management LLC for superior customer service at an affordable price.

Bayshore Restaurant Management is a renowned institution located at 2550 South Bayshore Drive in Miami, Florida, United States. Specializing in food and restaurant management, this institution is dedicated to providing top-notch training and education for individuals looking to excel in the culinary industry. With a focus on quality service, innovative menu development, and efficient operations, Bayshore Restaurant Management is the perfect place to hone your skills and launch a successful career in the food service industry. Join us and take your passion for food to the next level!

Great American Insurance Co, located in South Miami, Florida, is a trusted insurance agency that has been serving customers for over 150 years. Specializing in providing personalized coverage for businesses, they offer peace of mind and assurance that they will meet their obligations to you. With expertise in niche industries such as farming, construction, community improvement, commercial transportation, manufacturing, and equine mortality, they provide tailored solutions that you won't find anywhere else. Their Claims professionals are experts in their markets, ensuring that you receive the support you need when making a claim. With a strong foundation of integrity, financial strength, and outstanding service, Great American Insurance Co is a company where you can start or grow your career with over 7,500 employees. As a member of American Financial Group, Inc., they are committed to providing top-notch service and support to their customers.

Alliance International Advisors is a leading insurance agency located at 2000 South Dixie Highway in Miami, Florida, United States. With a strong focus on providing personalized and comprehensive insurance solutions, our team of experienced advisors is dedicated to helping clients protect what matters most. Whether you are looking for coverage for your home, car, business, or health, Alliance International Advisors is committed to finding the right policy to meet your specific needs. Contact us today to learn more about how we can help you secure your future.

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

Insurance | Annuities | Life | Health | JC Jimenez of Anthem Risk Management is a leading insurance agency located at 200 South Biscayne Boulevard, Miami, Florida, United States. Specializing in providing comprehensive insurance solutions for business owners and individuals seeking financial independence to retire early, our team at Anthem Advisors is dedicated to helping you navigate life's complex financial decisions. With a focus on personalized financial planning and risk management, we offer a range of insurance products including annuities, life insurance, and health insurance to meet your specific needs. Our experienced financial advisors, backed by the latest technology in a Multi-Family Office, are here to guide you towards achieving your financial goals with confidence.

Guardian Life Insurance Co-America, located at 7615 Southwest 62nd Avenue in South Miami, Florida, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive and prepare for their future. With a commitment to inspiring well-being, Guardian recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, the largest payout in company history. Recognized for their tradition of delivering on promises, Guardian has received accolades from organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their dedication to providing exceptional customer service is evident in their J.D. Power 2022 Certified Customer Service Program recognition.

Harvard Maintenance is a leading provider of eco-friendly cleaning services located at 201 South Biscayne Boulevard in Miami, Florida. Our team of executives, board members, and industry professionals are dedicated to propelling the Harvard mission forward. We believe in recognizing and rewarding superior service to enhance employee productivity and morale. Our Cleaning for Wellness program focuses on boosting health, safety, sustainability, productivity, and asset preservation. With over 60 years of experience, we are the largest family-owned provider of commercial janitorial services in the United States, cleaning over 3,000 branches daily. We specialize in cleaning for financial institutions, healthcare facilities, and controlled environments, ensuring a high level of cleanliness and safety. Our HarvardSmart® technology platform drives efficiency and superior results, while HarvardAchieve® offers powerful employee training at all levels. HarvardOptimize® provides smart and sustainable plans for continuous improvement, while HarvardResults® ensures service excellence through clear dialogue and performance reviews. Partner with Harvard for long-term wellness, increased efficiencies, sustainability, safety, and asset preservation. Visit our corporate office in Miami or watch videos about our company, employees, sustainability, and solutions to learn more about how Harvard Maintenance is redefining service excellence.

Fuoco Group and TFG Related Entities, located at 7900 Red Road in South Miami, Florida, offers a comprehensive range of accounting, finance, and business consulting services. Since 1996, our team of Certified Public Accountants has been providing companies across America with expert accounting, audit, tax, and financial advisory services. Our portfolio includes TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors, offering specialized services such as financial planning, asset protection, management consulting, and more. We understand the unique financial challenges faced by individuals, families, entrepreneurs, and business owners, and our team is dedicated to providing innovative solutions tailored to meet your specific goals. Whether you're looking for tax-saving strategies, comprehensive financial management, or customized financial solutions, we are here to help you make informed decisions and build your legacy.

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.

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 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.

Mithras Investments is a prestigious finance institution located at 201 South Biscayne Boulevard in the vibrant city of Miami, Florida, United States. With a reputation for excellence and expertise in the financial industry, Mithras Investments offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Mithras Investments can help you reach your financial objectives.

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.

Jesse Echemendia - Morgan Stanley is a renowned finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. With a strong reputation in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and advisory services. Clients can expect personalized financial solutions tailored to their individual needs and goals. The team at Jesse Echemendia - Morgan Stanley is dedicated to helping clients achieve their financial objectives and secure their financial future.

Merrill Lynch Private Wealth Advisor Richard Harris, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group, part of Merrill Private Wealth Management, provides customized strategies aligned with specific values to meet specialized needs with trust and personalized service. Recognized for exemplary client service, the advisors at Merrill have received accolades from financial industry publications and Bank of America Corporation. They offer strategies designed to help clients achieve their goals using a goals-based wealth management approach. The Rosenfeld Group serves a dynamic and elite clientele with substantial wealth, managing multiple priorities and challenges.

Located at 200 South Biscayne Boulevard in Miami, Florida, Merrill Lynch Private Wealth Advisor Adam Rosenfeld offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill set the standard for exemplary client service. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Rosenfeld Group serves individuals, families, business owners, and executives using a goals-based wealth management approach. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges.

Merrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.

Florida Atlantic Securities Corp. is a reputable finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. With a strong presence in the financial industry, this institution offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are an individual investor or a business owner, Florida Atlantic Securities Corp. provides personalized solutions to meet your unique needs. Trust in their expertise and guidance to navigate the complexities of the financial market and make informed decisions.

Parlade Schaefer Schortz, CPAs PA is a reputable accounting and finance firm located at 5975 Sunset Drive in South Miami, Florida, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and professional service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Parlade Schaefer Schortz, CPAs PA is dedicated to helping you achieve your financial goals.

Tentho is a financial institution located at 114 Northwest 25th Street, Miami, Florida, United States, specializing in accounting and finance services. They offer expert financial guidance, tax planning and preparation, payroll management solutions, and strategic advisory services to empower business decisions. Tentho provides tailored solutions for every industry and business segment, with valuable resources including blog articles, events, and workshops. They are committed to making a positive impact through corporate responsibility initiatives and have been recognized for their remarkable growth on the Inc 5000 list. With a team of real experts, Tentho aims to streamline finances, drive decisions, and propel success for small business owners. Their flexible membership levels cater to different communication needs and offer services beyond accounting, such as CFO & Advisory Services, Tax Compliance & Planning Services, and Payroll Administration help. Tentho, the second fastest growing business in South Florida, is 50% women-owned and 50% LGBTQ owned, making them well-equipped to understand and navigate the challenges faced by their clients. Customers praise Tentho for their reliable, attentive, and thorough support, helping them maximize tax benefits and streamline their financial operations.

James Accounting & Tax Practice is a reputable institution located at 9100 South Dadeland Boulevard in Miami, Florida. Specializing in accounting and finance services, our knowledgeable team is dedicated to providing top-notch assistance to individuals and businesses alike. With years of experience in the industry, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help our clients navigate the complexities of financial management and achieve their goals. Contact us today to learn how we can help you with your accounting and tax needs.

Browdy Richard J CPA is a reputable accounting and finance institution located at 9655 South Dixie Highway in Miami, Florida. With years of experience in the industry, they provide top-notch financial services to individuals and businesses alike. Their team of certified public accountants offers expert advice and assistance with tax preparation, auditing, financial planning, and more. Trust Browdy Richard J CPA for all your accounting and finance needs in the Miami area.

Rodriguez Ariza & Co is a leading accounting and finance institution located at 9400-9500 South Dadeland Boulevard in Miami, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. 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 are looking for assistance with your personal finances or need expert advice for your company, Rodriguez Ariza & Co is dedicated to helping you achieve your financial goals.

Max A Cohen PA is a reputable accounting and finance institution located at 7600 Red Road in South Miami, Florida. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, their team of experts is dedicated to providing top-notch service and personalized solutions. Trust Max A Cohen PA to help you navigate the complexities of accounting and finance with professionalism and expertise.