Financial tax advisor in Coral Gables, Florida

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Tidal Wealth Partners - UBS Financial Services Inc. is a prestigious finance institution located at 550 Biltmore Way in Coral Gables, Florida, United States. With a strong reputation for providing top-notch financial services, Tidal Wealth Partners offers a wide range of investment solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and expert advice to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Tidal Wealth Partners - UBS Financial Services Inc. is committed to helping you succeed.

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.

Coastal Wealth - Coral Gables is a premier financial solutions firm located at 806 Douglas Road in Coral Gables, Florida, United States. We are committed to providing innovative, collaborative, and trusted financial services to our clients. Our team of experts is dedicated to upholding unwavering integrity, transparency, and ethical conduct in all aspects of our work. At Coastal Wealth, we offer tailored financial plans, investment strategies, and strategic tax planning to help you achieve your unique financial goals. Our approach is centered on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. We go above and beyond to ensure that your financial journey is aligned with your aspirations.

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.

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.

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 Daniel Corrigan Fine is a finance institution located at 355 Alhambra Circle in Coral Gables, Florida, United States. Their financial planning process is centered around your goals and priorities, starting with a conversation to understand what matters most to you. They offer personalized investment strategies and comprehensive financial solutions to help you pursue your aspirations, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. With access to the global resources of Merrill and banking solutions from Bank of America, their team of experienced professionals is committed to building strong client relationships based on trust and personalized service. Through their Investment Personality Assessment and Merrill Personal Wealth Analysis, they can customize a financial approach tailored to your unique needs and goals. They believe in staying connected with you over time to adjust your approach as your life and goals evolve. Let Merrill Lynch Financial Advisor Daniel Corrigan Fine help you achieve your financial goals and navigate the complexities of your financial life.

U.S. Bank - Private Wealth Advisor: Ygnacio Garcia is a prestigious financial institution located at 2525 Ponce de Leon in Coral Gables, Florida. As a private wealth advisor, Ygnacio Garcia provides personalized financial services and expert advice to high-net-worth individuals, families, and businesses. With a focus on wealth management, investment strategies, and financial planning, clients can trust in the expertise and professionalism of U.S. Bank to help them achieve their financial goals.

Atif Sakrani - TIAA Wealth Management Advisor is a leading financial institution located in Coral Gables, Florida. With a focus on providing personalized wealth management services, Atif Sakrani and his team offer expert financial advice to help individuals and families achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Atif Sakrani - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit their office at 20 Giralda Avenue to learn more about how they can help you secure your financial future.

Merrill Lynch Private Wealth Advisor Louis J Chiavacci, located at 355 Alhambra Circle in Coral Gables, Florida, is a leading institution in the finance industry. With a focus on keeping your priorities front and center, Louis Chiavacci and his team provide industry-leading research and expert analysis to help you stay ahead. Recognized on Barron's list of the “Top 1,200 Financial Advisors: State by State” in Florida in 2022, as well as on the “Top 100 Financial Advisors” list in 2021, Louis brings over thirty years of experience in providing wealth management advice to high net-worth families. As a Managing Director and International Private Wealth Advisor at Merrill Private Wealth Management, Louis is dedicated to meeting your specialized needs with relationships based on trust and personalized service. With a background in finance, Louis has also been involved in educating and inspiring future business leaders, serving as a volunteer adjunct professor at the University of Miami Graduate School of Law and working with the Graduate School of Business at Indiana University.

UBS International Division in Coral Gables, Florida is a branch of UBS Financial Services Inc., a global financial institution offering a wide range of financial services. Located at 550 Biltmore Way, UBS International Division provides personalized investment and wealth management solutions to clients in the United States and around the world. With a team of experienced financial advisors, UBS International Division is dedicated to helping clients achieve their financial goals and secure their financial future.

investment adviser and Member SIPC and a wholly owned subsidiary of BofA Corp. Margarita Carreno Rodriguez is a Private Wealth Advisor at Merrill Lynch located at 355 Alhambra Circle, Coral Gables, Florida. With a focus on multigenerational family finances, Margarita and her team offer personalized attention and boutique-like service to a limited number of clients. As part of Merrill Private Wealth Management, Margarita is rigorously trained to meet specialized needs with trust-based relationships and personalized service. With a commitment to helping clients achieve their goals, Margarita and her team provide insights and strategies to navigate complex wealth management issues. By developing detailed strategies tailored to individual priorities, Margarita believes in using money as a tool to pursue what is most important to each client. She specializes in estate planning, charitable giving, and customized portfolio strategies.

TCG Financial Services, LLC is a finance institution located at 110 Merrick Way in Coral Gables, Florida, United States. We offer a wide range of financial services including investment management, retirement 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 we can help you with your financial needs.

Stephen Schaefer, CFP® - UBS Financial Services Inc. is a renowned finance institution located in Coral Gables, Florida, United States. With a focus on providing personalized financial planning and investment services, Stephen Schaefer, CFP® and his team at UBS Financial Services Inc. are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, the experts at this institution are here to provide tailored solutions to meet your needs. Visit them at 550 Biltmore Way to start your journey towards financial success.

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, 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. 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 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.

Block Advisors is a trusted institution located at 2610 Ponce de Leon in Coral Gables, Florida. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized financial guidance and support to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, Block Advisors is here to help you navigate the complexities of the financial world with confidence and ease. Trust us to help you achieve your financial goals and secure your financial future.

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.

Gables Estates Tax & Advisory is a leading accounting and finance institution located at 396 Alhambra Circle in Coral Gables, Florida, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial advisory, and wealth management. Our dedicated staff is committed to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Trust Gables Estates Tax & Advisory for all your accounting and finance needs.

A&G CPA Firm in Coral Gables, FL is a reputable accounting and finance institution located at 1200 Anastasia Avenue. Our team of experienced certified public accountants provides a wide range of services including tax preparation, financial planning, and consulting to individuals and businesses in the Coral Gables area. With a commitment to professionalism and personalized service, A&G CPA Firm is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Tax Savers of Miami is a trusted institution located at 717 Ponce de Leon in Coral Gables, Florida, specializing in accounting, finance, and real estate services. Our team of experts has helped thousands of property owners in Miami-Dade and Broward County save money on their property taxes by contesting inaccurate valuations. We ensure that property owners receive a refund on their tax bill by correcting mistakes made during the mass appraisal process. Our services cater to a variety of property types, including auto dealerships, hotels, office buildings, and more. We absorb all upfront costs of an appeal, except for the county-imposed filing fee. If you have any questions or would like to discuss your personal situation, feel free to contact us via phone or email during our business hours from Monday to Friday. Let Tax Savers of Miami help you save money on your property taxes today.

Ruiz Tax and Accounting Services is a professional accounting and finance institution located in the heart of Coral Gables, Florida. With a convenient address at 147 Alhambra Circle, our team of experienced professionals is dedicated to providing top-notch tax and accounting services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting needs, our skilled staff is here to assist you every step of the way. Trust Ruiz Tax and Accounting Services for all your financial needs and experience peace of mind knowing your finances are in good hands.

Synchrony Tax Group Inc. is a leading accounting and finance institution located at 2030S Douglas Road in Coral Gables, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and maximize their tax savings. Whether you need assistance with tax preparation, financial planning, or accounting services, Synchrony Tax Group Inc. is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve financial success.

Tax and Accounting Solution is a reputable institution located at 801 Madrid Street in Coral Gables, Florida. Specializing in accounting and finance services, we provide expert solutions to individuals and businesses seeking professional assistance with their tax and financial needs. Our team of experienced professionals is dedicated to delivering accurate and reliable services to help our clients navigate the complexities of taxation and financial management. Whether you need help with tax preparation, bookkeeping, or financial planning, Tax and Accounting Solution is here to provide you with the support and guidance you need to achieve your financial goals. Contact us today to schedule a consultation and see how we can help you with your tax and accounting needs.

A Plus Tax Multiservices Inc is a reputable accounting and finance institution located at 4823 Southwest 8th Street in Coral Gables, Florida. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Their expertise in the field ensures that clients receive accurate and reliable financial guidance. Whether you are an individual or a business owner, A Plus Tax Multiservices Inc is dedicated to helping you achieve your financial goals.

C. Turner Tax Services is a reputable accounting and finance institution located at 333 Aragon Avenue in Coral Gables, Florida, United States. With a team of experienced professionals, they specialize in providing tax services to individuals and businesses, helping them navigate complex financial matters with ease. Whether you need assistance with tax preparation, planning, or filing, C. Turner Tax Services is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust them to handle all your financial needs with professionalism and expertise.

AbitOs Accountants Advisors is a leading accounting and finance institution located at 255 Aragon Avenue in Coral Gables, Florida, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their financial affairs effectively. From tax preparation and auditing to financial planning and advisory services, we are dedicated to providing our clients with the expertise and support they need to achieve their financial goals. Visit us today and let us help you navigate the complexities of accounting and finance with confidence.