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TOP 30 Financial support in Coral Gables, FL
73 results found
Search for local businesses, places and services near you
Prominent Financial Consultants
Prominent Financial Consultants is a trusted partner located at 1701 Ponce de Leon, Coral Gables, Florida, United States. Specializing in accounting and finance, we are here to help you achieve your biggest financial goals. Whether you are looking to save for a dream home, improve your credit score, pay off debt, or optimize your business finances, we are just one click away. Our services have led to an average boost in business cash flow, making it easier for business owners to focus on growth rather than financial administration. We simplify the process for both new and experienced business owners, allowing you to concentrate on what matters most.
Merrill Lynch Financial Advisor Ruth M Gonzalez
Merrill Lynch Financial Advisor Ruth M Gonzalez is a finance institution located at 355 Alhambra Circle, Coral Gables, Florida, United States. Managing your wealth begins with a comprehensive understanding of your financial situation and goals. Ruth Gonzalez can help create a flexible strategy tailored to the changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Ruth is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By participating in the community and volunteering with local organizations, Ruth demonstrates a deep commitment to serving her clients. With Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed, helping you pursue your financial objectives. Ruth believes that financial success can be achieved by making informed investment decisions that align with your goals and priorities. By utilizing the Investment Personality Assessment, Ruth can gain a deeper understanding of your investing preferences to customize a financial approach that suits you best. As your life and goals evolve, Ruth will help you stay on track by revisiting and adjusting your financial approach accordingly. Together, you can work towards achieving your financial goals and securing your future.
Merrill Lynch Financial Advisor Serre L. Murphy
Merrill Lynch Financial Advisor Serre L. Murphy is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. With 31 years of experience in financial services, Serre Murphy specializes in working with amiable, reasonable clients who need and want help. As an advisor in Coral Gables, Serre welcomes clients from Coral Gables, Miami, greater Miami-Dade County, and beyond. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and objectives. Serre's team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service.
Financial Forensic Group
The Financial Forensic Group is a leading institution specializing in accounting and finance services, located at 2525 Ponce de Leon in Coral Gables, Florida, United States. With a team of expert professionals, they provide comprehensive financial analysis, investigation, and litigation support to clients in need of forensic accounting services. Their meticulous attention to detail and commitment to uncovering financial discrepancies make them a trusted partner for businesses and individuals seeking to protect their assets and ensure financial integrity.
Merrill Lynch Financial Advisor Robert Weintraub
Merrill Lynch Financial Advisor Robert Weintraub, located at 355 Alhambra Circle, Coral Gables, Florida, United States, is a reputable finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Recognized in the 2024 Forbes “Best-in-State Wealth Management Teams” list, Merrill Lynch Wealth Management Advisors focus on understanding your family, goals, and priorities to create a personalized financial plan. By listening carefully and understanding your current financial situation and future goals, they help you manage investment risk and pursue financial objectives. Through the Investment Personality Assessment, Merrill Lynch gets to know you better as an investor to tailor financial strategies that align with your unique preferences. With a focus on client goals and priorities, Merrill Lynch offers premier customer service, financial tools, and personalized solutions to help you achieve your financial objectives. Contact Merrill Lynch Financial Advisor Robert Weintraub to start building a customized investment approach that addresses your needs and helps you reach your financial goals."
Edelman Financial Engines
Edelman Financial Engines is a prominent finance institution located at 355 Alhambra Circle in Coral Gables, Florida, United States. With a focus on providing comprehensive financial planning and investment management services, Edelman Financial Engines is dedicated to helping individuals and families achieve their financial goals. Their team of experienced advisors offers personalized guidance and expertise to help clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edelman Financial Engines can provide the guidance and support you need to secure your financial future.
Frank Perez - Financial Advisor, Ameriprise Financial Services, LLC
Frank Perez is a financial advisor at Ameriprise Financial Services, LLC located at 2 Alhambra Plaza in Coral Gables, Florida, United States. Frank Perez 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®, CFP®, 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 Frank Perez's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Frank Perez is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and client-centered solutions. Contact Frank Perez for expert financial advice tailored to your specific needs and goals.
Frank Coussens - Financial Advisor, Ameriprise Financial Services, LLC
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.
Edward Jones - Financial Advisor: Alex Venot
Edward Jones - Financial Advisor: Alex Venot is a trusted financial institution located at 150 Alhambra Circle in Coral Gables, Florida, United States. As a dedicated finance professional, Alex Venot provides personalized investment and financial planning services to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Alex Venot is a reliable partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Alex Venot and his team are here to provide expert guidance and support every step of the way.
Trevor McLuskey - Financial Advisor, Ameriprise Financial Services, LLC
Trevor McLuskey, a financial advisor at Ameriprise Financial Services, LLC, located at 2 Alhambra Plaza in Coral Gables, Florida, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Trevor provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and updates ensure that strategies are adjusted as life changes and progress is tracked along the way. Clients have secure access to their investments and accounts from any device, allowing for easy monitoring of their financial goals. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers, putting clients and their goals at the forefront of their services. Those interested in a more confident financial future can schedule a complimentary initial consultation with Trevor McLuskey to discuss their financial needs. Investment products and advisory services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, with securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Trevor McLuskey is registered in states where securities business is conducted, as listed on FINRA's BrokerCheck website. The institution emphasizes privacy and security, with resources available on their website for clients to review. By referring friends or family members to Trevor McLuskey, clients can help others achieve their financial goals with the support of a trusted financial advisor.
Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2 Alhambra Plaza, Coral Gables, Florida, United States, is a prestigious institution specializing in finance. The advisors at Sandy Jukel hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a wide range of services, including portfolio management, financial planning for domestic partners, and specialized advice for seniors and those planning for retirement. Sandy Jukel also provides training and support for professionals in fields such as estate planning, exit planning, and long-term care planning. With a focus on ethical practices and comprehensive financial education, Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals with confidence and expertise.
Merrill Lynch Financial Advisor Eduardo Gonzalez
Merrill Lynch Financial Advisor Eduardo Gonzalez, located at 355 Alhambra Circle in Coral Gables, Florida, is a finance institution dedicated to helping clients achieve their financial goals. By starting with a conversation to understand your priorities and aspirations, the team at Merrill Lynch works to create a personalized financial approach tailored to your needs. Through the Investment Personality Assessment, they gain insight into your investing preferences and develop a plan to help you pursue what matters most to you. With access to the resources of Merrill and Bank of America, they offer a comprehensive approach to managing, growing, and preserving wealth for the long term. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, helping you navigate the complexities of your financial life and work towards your goals. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., and its agents. With a focus on understanding your unique needs and priorities, Merrill Lynch Financial Advisor Eduardo Gonzalez aims to provide you with the guidance and support you need to achieve your financial objectives.
Thomas Atkinson - UBS Financial Services Inc.
Thomas Atkinson - UBS Financial Services Inc. is a reputable financial institution located at 550 Biltmore Way in Coral Gables, Florida, United States. As a part of UBS, a global financial services company, Thomas Atkinson offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized wealth management solutions, investment strategies, and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Thomas Atkinson - UBS Financial Services Inc. is committed to providing expert guidance and support.
Avetrani Financial - Northwestern Mutual
Avetrani Financial - Northwestern Mutual is a finance and insurance agency located at 201 Alhambra Circle in Coral Gables, Florida, United States. With a focus on providing comprehensive financial planning services and insurance solutions, our team at Avetrani Financial is dedicated to helping clients achieve their financial goals and protect their assets. From retirement planning to risk management, we offer personalized strategies tailored to each individual's unique needs. Trust in Avetrani Financial - Northwestern Mutual for expert guidance and support in securing your financial future.
Merrill Lynch Financial Advisor Jean Paul Padilla
Merrill Lynch Financial Advisor Jean Paul Padilla is located at 355 Alhambra Circle, Coral Gables, Florida, United States. This institution offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jean Paul Padilla can help you create a flexible financial strategy in today's changing market conditions. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Jean Paul Padilla focuses on understanding your individual needs and aspirations to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. By engaging in conversations with clients, he helps identify and prioritize goals that matter most, whether it's planning for retirement, funding education, or transferring wealth to future generations.
Merrill Lynch Financial Advisor Maria Figarola Arazoza
Merrill Lynch Financial Advisor Maria Figarola Arazoza is located at 355 Alhambra Circle, Coral Gables, Florida, United States. The Arazoza Group offers disciplined wealth management strategies and services using the full capabilities of Merrill and resources of Bank of America. They prioritize excellent service tailored to each client's unique investment needs and goals, building personal long-term relationships with clients and their families. Operating on principles of integrity, accountability, and transparency, they provide sound investment advice tailored to clients' needs in an investment universe without boundaries. Their financial planning process begins with understanding clients' goals, values, risk tolerance, time horizon, and liquidity needs. By creating a personalized plan rooted in the complexities of clients' lives, they aim to help clients pursue their financial goals at every stage of life. With convenient account access through MyMerrill®, clients can manage their investments securely and efficiently.
Merrill Lynch Financial Advisor Edward Bastidas
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 Teresa V-F Weintraub
At Merrill Lynch Financial Advisor Teresa V-F Weintraub in Coral Gables, Florida, our team is dedicated to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, we strive to understand our clients' goals, priorities, and family dynamics to create a personalized financial plan that helps them pursue their financial objectives while managing investment risk. Our mission is to provide clients with the experience and resources needed to navigate the ever-changing financial landscape and help them achieve their goals. Through in-depth conversations, we identify and prioritize our clients' financial goals, whether it's transferring wealth to the next generation or pursuing their passions. Our Investment Personality Assessment helps us tailor our financial approach to meet our clients' unique needs and preferences. We offer a range of potential solutions, premier customer service, and financial tools to help clients stay on track and adapt their financial approach as their life and goals evolve. With a focus on personalized service and comprehensive financial solutions, we are committed to helping our clients achieve their financial goals and navigate life's financial complexities.
Merrill Lynch Financial Advisor Muzzy O Jackson
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. As a Merrill Lynch Financial Advisor, Muzzy O Jackson at 355 Alhambra Circle, Coral Gables, Florida, is dedicated to helping clients achieve their long-term financial goals. With a personalized approach, Muzzy works one-on-one with each client to develop a customized financial strategy tailored to their individual needs and aspirations. The institution values the importance of building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing, growing, and preserving their wealth.
Merrill Lynch Financial Advisor John A Flasco
Merrill Lynch Financial Advisor John A Flasco is a finance institution located at 355 Alhambra Circle, Coral Gables, Florida, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution focuses on the things that matter most to clients - family, goals, and priorities, even as they evolve over time. With a focus on exceptional wealth management, the team offers global experience, disciplined processes, core competencies, and comprehensive resources to assist affluent families, attorneys, CPAs, investment bankers, and other Financial Advisors. The JET Group within the institution serves globally-oriented families with diverse origins of wealth, offering strategy-based wealth management and solutions-based guidance on complex issues. Clients come from a variety of backgrounds including business owners, entrepreneurs, corporate executives, athletes, and entertainers. The team provides skilled insight, personal service, global investing resources, and banking strength from Bank of America. Services include investment management, risk management, estate planning, tax minimization strategies, banking and lending, and more. The institution is committed to creating a client experience that exceeds expectations in a consistent, client-centric, and cost-effective manner. With a focus on total wealth allocation and long-term relationships, the team aims to help clients preserve and grow their capital for current and future generations. Banking products are provided by Bank of America, N.A. and affiliated banks. Clients are encouraged to consult legal and tax advisors before making financial decisions. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. The institution begins every relationship with a conversation to identify and prioritize clients' goals.
Merrill Lynch Financial Advisor Gabriela Adessi
Merrill Lynch Financial Advisor Gabriela Adessi, located at 355 Alhambra Circle, Coral Gables, Florida, is a trusted finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Ranked on the 2024 Forbes “Best-in-State Wealth Management Teams” list, Merrill Lynch focuses on understanding each client's individual goals and priorities, helping them create a personalized financial plan to pursue their objectives while managing investment risk. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive tailored financial solutions that adapt to their changing life and goals. With access to premier customer service and financial tools, Merrill Lynch Financial Advisor Gabriela Adessi is committed to helping clients achieve their financial goals and stay on track, no matter what changes may arise. Contact Merrill Lynch today to start building a customized investment approach that addresses your needs and aspirations.
WMB Group - UBS Financial Services Inc.
WMB Group - UBS Financial Services Inc. is a renowned financial institution located at 550 Biltmore Way in Coral Gables, Florida, United States. Specializing in finance, they offer a wide range of services to help clients manage their wealth and investments effectively. With a team of experienced professionals, WMB Group - UBS Financial Services Inc. is committed to providing top-notch financial advice and support to individuals and businesses alike. Their dedication to excellence and client satisfaction sets them apart as a trusted partner in navigating the complexities of the financial world.
Wangh Financial Services LLC
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.
Gulliver Prep | Marian C. Krutulis PK-8 Campus
Gulliver Prep | Marian C. Krutulis PK-8 Campus is a primary school located at 12595 Red Road, Coral Gables, Florida, United States. At Gulliver Prep, students are exposed to unparalleled opportunities to explore new experiences, ideas, and worldviews. The dedicated teachers at Gulliver Prep challenge students to discover their talents and passions, while providing a global viewpoint and educational excellence to prepare them for the future. The institution recently opened the Center for Student Life at the PK-8 Campus, a 60,000 square foot facility that is at the heart of student life and learning. With ongoing campus transformations and a focus on strategic goals, Gulliver Prep is committed to empowering students, building a strong community, and fostering academic and personal growth.
Student Services Building | ’Canes Central
The Student Services Building | ’Canes Central is a central hub for student support and assistance at the university. Located at 1307 Stanford Drive in Coral Gables, Florida, this institution provides a wide range of services to help students navigate their academic journey. From financial aid and registration assistance to career counseling and student organizations, ’Canes Central is dedicated to helping students succeed both inside and outside the classroom. With a team of knowledgeable staff members ready to assist students with their needs, this institution is a valuable resource for the university community.
Zoe's Divorced Happily Group
Zoe's Divorced Happily Group is a unique institution located at 1550 Madruga Avenue in Coral Gables, Florida, United States. This institution offers a combination of finance and health services tailored specifically for individuals who have gone through a divorce. Our experienced professionals provide guidance and support to help our clients navigate the financial and emotional challenges that come with divorce. At Zoe's Divorced Happily Group, we believe that with the right resources and support, individuals can not only survive divorce but thrive and find happiness once again.
JNR Law Group - Attorney Jeannine N. Rodriguez
JNR Law Group, led by Attorney Jeannine N. Rodriguez, is a reputable institution located in the heart of Coral Gables, Florida. Specializing in finance, insurance, and legal services, our team is dedicated to providing expert guidance and representation to clients in need. With a strong track record of successful cases and satisfied clients, we strive to uphold the highest standards of professionalism and integrity in all that we do. Visit us at 300 Sevilla Avenue to learn more about how we can assist you with your financial, insurance, and legal needs.
Izquierdo Law Firm, P.A.
Izquierdo Law Firm, P.A. is a reputable law office located at 2655 South Le Jeune Road, Coral Gables, Florida, United States. Specializing in DUI and Criminal Defense cases, our experienced team is dedicated to vigorously defending clients facing a variety of charges such as DUI, probation violations, financial crimes, drug offenses, domestic violence, federal misconducts, and more. Led by criminal defense lawyer Daniel Izquierdo, our firm offers compassionate support and expert knowledge of the complex Florida legal system to help clients protect their rights. In addition to criminal defense, we also provide legal counsel for personal injury cases, ensuring that accident victims receive the justice and compensation they deserve. With a focus on domestic violence and sex crimes defense, our firm strives to alleviate the stress and anxiety that come with such serious charges. No matter the case, our goal is to offer clients a personalized and empowering relationship to navigate the legal process successfully. With a strong dedication to our clients, Izquierdo Law Firm, P.A. is committed to providing effective and zealous representation for those in need.
Integrity Wealth Advisory of Raymond James
Integrity Wealth Advisory of Raymond James is a finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. With a commitment to honesty and transparency, our team of experienced advisors provides personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are dedicated to helping you make informed decisions and secure your financial future. Trust Integrity Wealth Advisory of Raymond James to provide you with the guidance and support you need to navigate the complexities of the financial world.
Asset Planning Group
Asset Planning Group is a leading finance institution located at 1450 Madruga Avenue in Coral Gables, Florida, United States. Our team of expert financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized asset planning strategies. Whether you are looking to invest, save for retirement, or plan for the future, our experienced professionals are here to provide you with the guidance and support you need. Trust Asset Planning Group to help you secure your financial future.
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