The Best Independent financial advisory in South Miami, Florida

Horvath Wealth Management - Ameriprise Financial Services, LLC, located at 9130 South Dadeland Boulevard in Miami, Florida, is a finance institution that prioritizes your individual goals and personal risk tolerance. They offer investment, asset allocation, and portfolio recommendations tailored to your needs, and provide regular reviews and updates as your life changes. With access to your investments and accounts from any device, you can track your progress towards your goals securely. Schedule a complimentary initial consultation to learn more about how they can help you achieve your financial objectives. Their financial advisors are registered to do business in certain U.S. states, and they cannot guarantee future financial results. By referring friends or family members, you can help them reach their financial goals with the assistance of Ameriprise Financial Services, LLC.

Ralph Lichaa - Ameriprise Financial Services, LLC, located at 9130 South Dadeland Boulevard in Miami, Florida, is a finance institution that offers personalized financial planning and investment services. Each Ameriprise advisor at this location has their own "Top areas of focus" to help you reach your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best aligns with your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation to discuss your financial situation and goals.

Merrill Lynch Financial Advisor Paul Greyson is located at 200 South Biscayne Boulevard in Miami, Florida, United States. Paul works with an exclusive group of Ultra-High-Net-Worth investors and investment managers, drawing from his firsthand experience in working with UHNW families and as an independent investment manager. He believes in treating all clients as if they are members of his own family, understanding the complexities of building significant wealth. With a background in launching and managing a hedge fund and working as an Analyst for Morgan Stanley, Paul graduated from Northwestern University with a B.S. in Communications Studies. Outside of work, he enjoys playing racquet sports, exploring new restaurants in Miami, and collecting art. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans centered on clients' goals and aspirations. Paul's mission is to understand each client individually, asking thoughtful questions and designing personalized plans to help them achieve their financial objectives while managing investment risk. By focusing on potential solutions tailored to each client's unique circumstances, Paul aims to turn goals into reality.

Stewards of Capital & Company is a leading finance institution located at 7301 Southwest 57th Court in South Miami, Florida, United States. Our team of experienced professionals are dedicated to helping individuals and businesses make informed financial decisions to grow and protect their wealth. From investment management to financial planning, we provide a range of services tailored to meet our clients' specific needs. Trust Stewards of Capital & Company to be your partner in financial success.

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.

Fiske - Business Valuation Expert is a renowned institution located at 1250 South Pine Island Road in Plantation, Florida, United States. Specializing in accounting and finance, Fiske is a trusted provider of tax advice, preparation, litigation support, business valuation, and advisory services. With a team of Certified Public Accountants (CPAs), Certified Fraud Examiners (CFE), and Certified in Financial Forensics (CFF) professionals, Fiske offers expert testimony and forensic accounting services to protect assets and ensure accurate financial reporting. Established in 1972, Fiske is highly recommended in South Florida and recognized as one of the Top 25 Litigation Support Accounting Firms, Top Local Provider of Business Valuation, and Top Women-Owned Business in the region. As an independent member of the BDO Alliance USA, Fiske has access to resources from BDO USA and other Alliance firm members to better serve clients.

Jeffrey Rubens - Raymond James is a finance institution located at 9100 South Dadeland Boulevard in Miami, Florida, United States. With a focus on providing personalized financial services, Jeffrey Rubens - Raymond James offers a range of investment options and wealth management solutions to help clients achieve their financial goals. The experienced team at this institution is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jeffrey Rubens - Raymond James is committed to providing top-notch financial services tailored to your individual needs.

Skybound Wealth Management is a leading finance institution located in the heart of Miami, Florida. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, we offer a wide range of services tailored to meet each client's individual needs. With a commitment to excellence and a focus on personalized service, Skybound Wealth Management is the trusted partner you need for all your financial planning needs. Visit us at 200 South Biscayne Boulevard to learn more about how we can help you reach new heights with your wealth management.

Fir Tree Partners is a financial institution located in South Miami, Florida. With a focus on investment management, Fir Tree Partners offers a range of financial services to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and guidance to clients, helping them make informed decisions about their investments. Whether you are looking to grow your wealth or plan for retirement, Fir Tree Partners can help you navigate the complex world of finance. Visit their office at 7301 Southwest 57th Court to learn more about how they can help you secure your financial future.

Fiske - Legal Litigation Solutions is a highly reputable accounting and finance institution located at 2385 Northwest Executive Center Drive in Boca Raton, Florida, United States. Many businesses and high-net-worth individuals trust Fiske for a wide range of accounting and tax services, including tax advice, preparation, litigation support, business valuation, and advisory services. Their team of certified public accountants, Certified Fraud Examiners, and Certified Financial Forensics professionals specialize in forensic accounting services to help individuals and businesses protect their assets. Whether it's employee theft, fraud, embezzlement, divorce, civil litigation, or probate matters, Fiske's experts can provide expert testimony and accurate financial analysis.