Florida tax advice in Coral Gables, FL
28 results found
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Coastal Wealth - Coral Gables
● OpenCoastal 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.
806 Douglas Rd #800, Coral Gables, FL 33134, United States -
Synchrony Tax Group Inc.
● OpenSynchrony 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.
2030S Douglas Rd Suite 203, Coral Gables, FL 33134, United States -
Blue Star Tax Corp
● OpenBlue Star Tax Corp is a reputable accounting and finance institution located at 5518 West Flagler Street in Coral Gables, Florida. With a team of experienced professionals, we provide top-notch tax services and financial advice to individuals and businesses in the United States. Our mission is to help our clients navigate the complex world of taxes and finances with ease and confidence. Whether you need help with tax preparation, financial planning, or bookkeeping, Blue Star Tax Corp is here to assist you every step of the way. Visit us today to experience our exceptional service and expertise.
5518 W Flagler St, Coral Gables, FL 33134, United States -
Rand Income Tax
● OpenRand Income Tax is a reputable accounting and finance institution located at 3898 West Flagler Street in Coral Gables, Florida. Our team of experienced professionals is dedicated to providing expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, planning, or bookkeeping, our knowledgeable staff is here to assist you every step of the way. Trust Rand Income Tax to help you navigate the complexities of the tax system and secure your financial future.
3898 W Flagler St, Coral Gables, FL 33134, United States -
BETAM PROFESSIONAL SERVICES
● OpenBETAM Professional Services is a multi-faceted institution located in Coral Gables, Florida, United States. Specializing in finance, health, and insurance services, our team of experts is dedicated to providing top-notch solutions to our clients' needs. Whether you are looking for financial advice, health consultations, or insurance coverage, BETAM Professional Services is here to help. Visit us at 5545 Southwest 8th Street to experience our personalized and professional approach to meeting your needs.
5545 SW 8th St #204, Coral Gables, FL 33134, United States -
Iris Segui, LUTCF, CLU
● OpenIris Segui, LUTCF, CLU is a reputable financial institution located at 2655 South Le Jeune Road in Coral Gables, Florida, United States. Specializing in finance, Iris Segui offers expert advice and services in insurance and wealth management. With a focus on providing personalized solutions to meet each client's unique financial goals, Iris Segui is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for insurance coverage or investment strategies, Iris Segui, LUTCF, CLU is committed to providing top-notch financial services to help you achieve financial success.
2655 S Le Jeune Rd PH-2D, Coral Gables, FL 33134, United States -
JCM Corporate Inc
● OpenLocated at 95 Merrick Way in Coral Gables, Florida, JCM Corporate Inc is a finance institution that offers a wide range of services for small business owners, independent professionals, and non-resident tax filing and compliance. As your financial and business consultants, JCM Corporate becomes a vital member of your team, providing access to critical financial data, tax planning strategies, and reliable advice for important business decisions. The institution specializes in finding effective ways to reduce tax liability for multinational companies and American citizens working overseas. With years of experience in managing tax obligations and insightful planning, JCM Corporate aims to build a trusted relationship with clients throughout the year. Their services include tax preparation, payroll processing, QuickBooks setup, state and local tax regulation compliance, and business consulting. Stay updated with their latest news and services to ensure your financial success.
95 Merrick Way 3rd floor, Coral Gables, FL 33134, United States -
UBS International Division, Miami, FL - UBS Financial Services Inc.
● OpenUBS International Division in Miami, FL is a branch of UBS Financial Services Inc., a leading global financial institution. Located at 550 Biltmore Way in Coral Gables, Florida, this division offers a wide range of financial services to clients in the United States and around the world. With a focus on wealth management, investment banking, and asset management, UBS International Division provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are an individual investor, a corporate client, or a institutional investor, UBS International Division is committed to delivering exceptional service and innovative financial solutions.
550 Biltmore Way 10th Floor, Coral Gables, FL 33134, United States -
The Longview Horizon Group - Morgan Stanley
● OpenThe Longview Horizon Group at Morgan Stanley is a leading finance institution located at 220 Alhambra Circle in Coral Gables, Florida, United States. Our team of experienced professionals provides a wide range of financial services and expertise to help our clients achieve their long-term financial goals. With a focus on personalized solutions and strategic planning, we are dedicated to helping our clients navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
220 Alhambra Cir 10th Floor, Coral Gables, FL 33134, United States -
Gutierrez & Company, CPA P.A.
● OpenGutierrez & 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.
8025 NW 162nd St, Miami Lakes, FL 33016, United States -
The Corripio Group - Morgan Stanley
● OpenThe Corripio Group - Morgan Stanley is a leading financial institution located at 220 Alhambra Circle in Coral Gables, Florida, United States. Specializing in finance, they offer a wide range of services including investment banking, wealth management, and financial advisory. With a strong reputation for excellence and expertise in the industry, The Corripio Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, their team of professionals is committed to providing personalized solutions tailored to your needs. Trust The Corripio Group - Morgan Stanley for all your financial needs.
220 Alhambra Cir 10th Floor, Coral Gables, FL 33134, United States -
Stewart G. Liebling, P.A.
● OpenStewart G. Liebling, P.A. is a reputable accounting and finance institution located at 6705 South Red Road in Coral Gables, Florida, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. Clients can trust Stewart G. Liebling, P.A. for reliable and expert financial advice and assistance.
6705 S Red Rd #608, Coral Gables, FL 33146, United States -
Frank Perez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank 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.
2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, United States -
Frank Coussens - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank 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.
2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, United States -
Gary J. Curry, Financial Advisor
● OpenGary J. Curry, Financial Advisor is a reputable finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. With years of experience and expertise in financial planning and investment management, Gary J. Curry provides personalized and comprehensive financial advice to help clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or manage your investments, Gary J. Curry is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2333 Ponce de Leon Ste 500, Coral Gables, FL 33134, United States -
T&L Wealth Advisory of Raymond James
● OpenT&L Wealth Advisory of Raymond James is a premier financial institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term investment strategies and expert financial planning, we are dedicated to helping our clients build and preserve their wealth. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2333 Ponce de Leon Ste 500, Coral Gables, FL 33134, United States -
RPC Advisory Group
● OpenRPC Advisory Group is a finance institution located at 250 Catalonia Avenue in Coral Gables, Florida. With a team of experienced financial advisors, RPC Advisory Group offers personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, RPC Advisory Group is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and learn how we can help you reach your financial objectives.
250 Catalonia Ave Ste 600, Coral Gables, FL 33134, United States -
Jorge Rodriguez - Raymond James
● OpenJorge Rodriguez - Raymond James is a renowned financial institution located at 2800 Ponce de Leon in Coral Gables, Florida, United States. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to personalized service and tailored solutions, we strive to provide our clients with the highest level of expertise and support in navigating the complexities of the financial world. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Jorge Rodriguez - Raymond James is here to help you every step of the way.
2800 Ponce de Leon, Coral Gables, FL 33134, United States -
Merrill Lynch Private Wealth Advisor Michael Thomas Persinski
● OpenMerrill Lynch Private Wealth Advisor Michael Thomas Persinski, located at 355 Alhambra Circle in Coral Gables, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention, the institution provides customized services supported by the capabilities of a global financial institution. The private wealth advisors are rigorously trained to meet specialized needs with relationships based on trust and personalized service. Clients have access to strategies designed to help achieve their goals, with a focus on multigenerational wealth management. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service, with a deep understanding of clients' goals and a focus on developing a comprehensive wealth strategy. The institution combines the personalized attention of a smaller firm with the insights of a global financial institution, creating tailored financial strategies for each unique situation. Clients can expect goals-based financial strategies designed to meet their evolving needs, with access to the latest investment insights and strategies. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. The institution offers a range of brokerage, investment advisory, and other services, with a focus on providing personalized wealth management products and services. Investments involve risk, and clients should understand the differences between brokerage and investment advisory services when selecting the right service for their needs. Insurance and annuity products are also offered through Merrill Lynch Life Agency Inc. and other affiliated banks. The institution strives to provide clients with information about products and services that may be of interest, with a focus on relationship-based advertising and online behavioral advertising.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Merrill Lynch Financial Advisor Jean Paul Padilla
● OpenMerrill 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.
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States -
Atif Sakrani - TIAA Wealth Management Advisor
● OpenAtif 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.
20 Giralda Ave, Coral Gables, FL 33134, United States -
CN Advisory, LLC
● OpenCN Advisory, LLC is a leading accounting and finance institution located at 4000 Ponce de Leon in Coral Gables, Florida, United States. With a team of experienced professionals, CN Advisory specializes in providing expert financial advice and services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, CN Advisory is dedicated to helping you achieve your financial goals. Trust CN Advisory, LLC for all your accounting and finance needs.
4000 Ponce de Leon #470, Coral Gables, FL 33146, United States -
Michael L Brown CPA PA
● OpenMichael L Brown CPA PA is a reputable accounting and finance institution located in the heart of Coral Gables, Florida. With a focus on providing top-notch financial services, Michael L Brown CPA PA is committed to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are looking for assistance with your personal finances or need expert advice for your business, Michael L Brown CPA PA is dedicated to providing you with the highest level of service and expertise. Visit them at 999 Ponce de Leon to see how they can help you take control of your financial future.
999 Ponce de Leon Ste. 830, Coral Gables, FL 33134, United States -
John W. Reaves CPA
● OpenJohn W. Reaves CPA is a reputable accounting and finance institution located in Coral Gables, Florida, United States. With years of experience in the industry, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing top-notch service and expert advice to help clients achieve their financial goals. Whether you need help with tax compliance or strategic financial planning, John W. Reaves CPA is the trusted partner you can rely on.
2655 Le Jeune Road Ste PH1-E, Coral Gables, FL 33134, United States -
Personalized Business
● OpenPersonalized Business is a leading institution specializing in accounting and finance services. Located at 2655 South Le Jeune Road in Coral Gables, Florida, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are a small business owner, an individual looking for financial advice, or a corporation in need of accounting services, Personalized Business is here to help. Our commitment to excellence and attention to detail set us apart as a trusted partner in helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
2655 S Le Jeune Rd PH1-E, Coral Gables, FL 33134, United States -
Emunah Capital
● OpenEmunah Capital is a finance institution located at 95 Merrick Way in the bustling city of Coral Gables, Florida, United States. Specializing in providing a range of financial services, Emunah Capital offers expert advice and assistance to clients looking to manage their investments, secure loans, or plan for their financial future. With a team of experienced professionals and a commitment to excellent customer service, Emunah Capital is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to discover how we can help you navigate the world of finance with confidence and ease.
95 Merrick Way 3rd floor, Coral Gables, FL 33134, United States -
E. Gomez CPA LLC
● OpenE. Gomez CPA LLC is a Miami CPA firm located at 4000 Ponce de Leon in Coral Gables, Florida. Our goal is to help business owners make smarter decisions by managing their bookkeeping, ensuring accurate financial statements, and actively seeking ways to reduce taxes while preventing tax issues. With expert advice and financial guidance, we aim to support our clients in all aspects of accounting and finance. As a business owner myself, I understand the challenges of juggling multiple tasks while trying to serve clients effectively. That's why I have made it my mission to help business owners lower their taxes and simplify their accounting processes, allowing them to focus on other areas of their business. Our personalized virtual accounting solutions are designed to take the burden off your shoulders, so you can focus on your passion and leave the tax and accounting worries to us.
4000 Ponce de Leon Suite 470, Coral Gables, FL 33146, United States -
Sachs Diaz & Diaz, P.L.
● OpenSachs Diaz & Diaz, P.L. is a leading accounting and finance institution located in Coral Gables, Florida. With a prime location at 2850 Douglas Road, this firm offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals provides expert advice and assistance in areas such as tax planning, auditing, and financial consulting. Clients can trust Sachs Diaz & Diaz, P.L. for reliable and efficient financial solutions tailored to meet their specific needs.
2850 Douglas Rd #302, Coral Gables, FL 33134, United States
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