The 30 Best Industry leading consultant in Miami, Florida
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Stonegate Global Fund Services
Stonegate Global Fund Services is a leading finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. Specializing in fund administration and global advisory services, Stonegate is known for its innovative approach to fund formation and structuring for alternative investment funds such as Hedge Funds, Crypto Funds, Venture Capital Funds, Real Estate Funds, and Private Equity Funds. With a technology-focused mindset, Stonegate has a strong team with a deep understanding of complex investment instruments and structures on a global scale. Recently, Stonegate Global Fund Services has acquired Cap Intro Solutions, adding even more value to their institutional clients and further strengthening their Fund360 ecosystem. Clients praise Stonegate for their exceptional client service and commitment to success, making them a trusted partner for sophisticated investors.
MBAF
MBAF is a renowned accounting and finance institution located in Miami, Florida. With a prime location at 3150 Southwest 38th Avenue, MBAF offers top-notch education and training in the fields of accounting and finance. As a leading institution in the United States, MBAF provides students with the knowledge and skills needed to excel in the competitive world of finance and accounting. With a dedicated faculty and state-of-the-art facilities, MBAF is committed to preparing students for successful careers in the financial industry.
Standard Premium Finance Management
Standard Premium Finance Management is a leading finance institution located in Miami, Florida. Our team of expert financial professionals specialize in providing premium finance solutions for individuals and businesses. With a commitment to excellence and customer satisfaction, we offer personalized and tailored financial services to meet our clients' unique needs. Whether you are seeking financing for insurance premiums or other financial needs, Standard Premium Finance Management is here to help. Visit us at 13590 Southwest 134th Avenue to learn more about how we can assist you in achieving your financial goals.
Accounting & Financial Planning
Accounting & Financial Planning is a leading institution located at 16181 Southwest 78th Street in Miami, Florida, United States. Specializing in finance, our institution offers comprehensive training and education in accounting and financial planning. Our experienced faculty and industry experts provide students with the skills and knowledge needed to succeed in the competitive world of finance. Whether you are looking to start a career in accounting or enhance your financial planning skills, Accounting & Financial Planning is the perfect place to achieve your goals. Join us and take the first step towards a successful and rewarding career in finance.
Merrill Lynch Private Wealth Advisor Louis J Chiavacci
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.
Merrill Lynch Private Wealth Advisor Richard Harris
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.
Merrill Lynch Private Wealth Advisor Alfredo Michael
Merrill Lynch Private Wealth Advisor Alfredo Michael is a prestigious finance institution located at 701 Brickell Avenue in Miami, Florida, United States. With a focus on keeping your priorities at the forefront, they offer industry-leading research and expert analysis to help you stay ahead in your financial goals. Their customized services are supported by the vast capabilities of a global institution, providing personalized attention for all aspects of your financial life, both now and for future generations. Working with a select number of clients, the highly experienced Merrill Private Wealth Management team, including Alfredo Michael, aims to deeply understand your goals and values. They offer access to the banking capabilities of Bank of America and the investing capabilities of Merrill to provide tailored solutions to help you pursue your financial objectives.
Merrill Lynch Private Wealth Advisor Hector Fernandez
Merrill Lynch Private Wealth Advisor Hector Fernandez, located at 701 Brickell Avenue in Miami, Florida, offers personalized financial services to a select group of clients. With industry-leading research and expert analysis, our team of rigorously trained private wealth advisors are dedicated to helping you achieve your financial goals. We provide customized strategies tailored to your unique situation, drawing on the resources of a global financial institution. Our goal-based wealth management approach ensures that your priorities are at the forefront of every decision. As a client of Merrill Private Wealth Management, you have access to exclusive services and resources typically reserved for large institutions. Our team is committed to building lasting relationships with a limited number of clients, offering personalized attention for all aspects of your financial life. Whether you are an individual, a family spanning multiple generations, a business owner, or an executive, we are here to help simplify your financial journey and prepare for the future. Contact Merrill Lynch Private Wealth Advisor Hector Fernandez to start pursuing what's most important to you.
Merrill Lynch Private Wealth Advisor Laura M Michael
Located at 701 Brickell Avenue in Miami, Florida, Merrill Lynch Private Wealth Advisor Laura M Michael 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 global capabilities of Bank of America and Merrill. The team at Merrill Private Wealth Management is highly experienced and trained to understand the unique goals and values of each client. By using a goals-based wealth management approach, they aim to create personalized strategies that reflect each client's aspirations for themselves and future generations.
Merrill Lynch Private Wealth Advisor Adam Rosenfeld
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 Frank D Di Rocco
Merrill Lynch Private Wealth Advisor Frank D Di Rocco, located at 701 Brickell Avenue, Miami, Florida, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on high-net-worth families, Juan Carlos develops personalized wealth management solutions based on risk tolerance, time horizon, liquidity needs, and overall investment goals. He collaborates with professionals such as attorneys and CPAs to develop wealth transfer strategies and family governance solutions. Juan Carlos, a graduate of the University of Florida with a Master of Laws degree from the University Of Nice School Of Law in Nice, France, is fluent in Spanish, French, and English. He has been named to Forbes "Best-in-State Wealth Advisors" list from 2018-2023 and is a member of the Society of Trust and Estate Practitioners (STEP).
Merrill Lynch Private Wealth Advisor Manuel J Escobio
Merrill Lynch Private Wealth Advisor Manuel J Escobio is a premier financial institution located at 701 Brickell Avenue in Miami, Florida, United States. Our team of private wealth advisors offers industry-leading research and expert analysis to help you stay ahead in managing your financial priorities. We provide customized services supported by the broad capabilities of a global institution, focusing on a limited number of clients to offer personalized attention for all aspects of your financial life. Our rigorously trained private wealth advisors are dedicated to meeting your specialized needs with relationships based on trust and personalized service. We are proud of our advisors who have received recognition from financial industry publications, setting the standard for exemplary client service. Forbes has recognized us as "Best-in-State Wealth Advisors" in 2023, showcasing our commitment to excellence.
Martin Norcini, CIMA - UBS Financial Services Inc.
Martin Norcini, CIMA - UBS Financial Services Inc. is a leading finance institution located in the heart of Miami, Florida. Specializing in investment management and financial planning, our team of experts, led by Martin Norcini, CIMA, are dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of professionalism and expertise in the industry. Visit us at 100 Southeast 2nd Street to learn more about how we can help you secure your financial future.
Merrill Lynch Private Wealth Advisor Anthony Scicchitano
Merrill Lynch Private Wealth Advisor Anthony Scicchitano, located at 701 Brickell Avenue in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. Torre Scicchitano & Associates is dedicated to providing a high-quality wealth planning experience that simplifies the complexities of financial life. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. The institution has been recognized on the Forbes "Best-in-State Wealth Advisors" list, showcasing their commitment to exemplary client service. They offer strategies designed to help clients achieve their goals, whether they are individuals, families, business owners, or executives. Clients have access to personalized services and global resources, with a focus on cultural sensitivity and understanding for clients from diverse backgrounds.
Merrill Lynch Private Wealth Advisor Max A Figueroa
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.
Security Partners LLC
Security Partners LLC is a leading finance institution located at 1450 Brickell Avenue in Miami, Florida, United States. With a focus on providing top-notch security and protection for their clients' financial assets, Security Partners LLC offers a wide range of services including investment management, risk assessment, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals while ensuring the utmost security and peace of mind. Trust Security Partners LLC to safeguard your finances and secure your future.
Merrill Lynch Private Wealth Advisor Ricardo Gutierrez
Merrill Lynch Private Wealth Advisor Ricardo Gutierrez, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in their pursuit of financial goals. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. The institution has received recognition from financial industry publications and Bank of America Corporation for exemplary client service. Strategies are designed to help clients achieve their goals through a goals-based wealth management approach that puts clients at the center of every personalized strategy.
Mesirow Financial
Mesirow Financial is a leading finance institution located at 2 Biscayne Boulevard in Miami, Florida, United States. With a strong reputation for excellence and expertise in financial services, Mesirow Financial offers a wide range of solutions for individuals, businesses, and institutions. From investment management to wealth planning and corporate advisory services, Mesirow Financial is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Mesirow Financial is a trusted partner for all of your financial needs.
Wholesale Health Group
Wholesale Health Group is a leading finance institution located at 1000 5th Street in the vibrant city of Miami Beach, Florida, United States. Specializing in providing financial services to the health industry, Wholesale Health Group offers tailored solutions to help organizations manage their finances effectively. With a team of experienced professionals and a commitment to excellence, Wholesale Health Group is dedicated to supporting the financial needs of healthcare businesses in the local community and beyond.
Daystar Payment Systems
Daystar Payment Systems, located at 6303 Waterford District Drive in Miami, Florida, is a leading finance institution offering a one-stop platform for all payment needs. Specializing in processing for high-risk industries, Daystar provides cutting-edge electronic payment solutions for seamless and secure transactions across all business models. Their comprehensive services are tailored to streamline operations, enhance profit margins, and improve the overall customer experience. With Daystar, businesses can transform into payment processors in just three days, utilizing their unique payfac infrastructure to build their brand. Real-time monitoring and advanced algorithms are utilized to swiftly detect fraudulent transactions and prevent chargebacks, ensuring transaction security for all clients.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. With a strong presence in the financial services industry, UBS offers a wide range of financial solutions and expertise to its clients. Whether you are looking for investment advice, wealth management services, or financial planning, UBS Financial Services Inc. has a team of experienced professionals ready to help you achieve your financial goals. Trust in UBS for all your financial needs.
Fleet Technology & Maintenance Corporation
Fleet Technology & Maintenance Corporation is a leading car repair institution located at 8500 NorthWest 64th Street in Miami, Florida, United States. With a team of highly skilled technicians and state-of-the-art equipment, we provide top-notch maintenance and repair services for all types of vehicles. Whether you need routine maintenance or major repairs, our experienced team is here to help keep your fleet running smoothly. Trust Fleet Technology & Maintenance Corporation for all your car repair needs.
Cherry Bekaert
Cherry Bekaert is a leading accounting and finance institution located at 2811 Ponce de Leon in Coral Gables, Florida. They offer risk management consulting services for the financial services industry, digital advisory services for middle market companies, guidance through the loan forgiveness documentation process, and assistance with the Expanded Employee Retention Credit (ERC). With over 140 professionals, Cherry Bekaert provides accounting, audit, tax, and advisory services across industries such as real estate, technology, manufacturing, and distribution. Their team in Miami is dedicated to building strong client relationships and delivering innovative solutions to help businesses achieve their goals. Additionally, Cherry Bekaert offers specialized services for industries such as hospitality, retail, government contracting, health and life sciences, not-for-profit organizations, and more. Their expertise in tax and accounting guidance has helped thousands of clients worldwide. With a focus on growth and excellence, Cherry Bekaert is committed to providing top-tier services to their clients.
R&P Accounting and Taxes, Inc
R&P Accounting and Taxes, Inc is a reputable institution located at 150 Southeast 2nd Avenue in Miami, Florida, United States. Established on July 28, 1999, the company is comprised of a team of professionals with diverse backgrounds in accounting, finance, and business administration. Their services include financial analysis, business plan preparation, corporation establishment, tax services, and bookkeeping. The team at R&P Accounting and Taxes, Inc is highly skilled and experienced, providing specialized advisory and strategic services to clients in various industries such as freight forwarding, manufacturing, advertising, construction, and more. They are actively involved in professional organizations such as the National Society of Accountants and the Florida Society of Accountants.
Tax E-Filing
Tax E-Filing Solutions, located in Miami, Florida, is a leading institution in the field of accounting and finance. Our team of professionals is committed to helping you achieve success by providing a wide range of financial products and services tailored to your needs. All of our tax preparers are registered with the IRS and have undergone rigorous background checks to ensure the protection of your identity and confidentiality. We offer convenient video conferences with our experts for tax preparation, using platforms such as Facetime, WhatsApp, Facebook, Skype, and more. Our clients have praised our excellent service and the expertise of our professionals, who take the time to explain every detail and ensure that you understand your taxes.
Brito Tax & Accounting Corp.
Brito Tax & Accounting Corp. is a leading institution located in Miami, Florida, offering a wide range of services in accounting, finance, health, and insurance. With a team of highly skilled professionals, we provide expert advice and solutions to help individuals and businesses manage their finances effectively. Our office is conveniently located at 1695 Northwest 110th Avenue, making it easy for clients to access our services. Whether you need help with tax preparation, financial planning, health insurance, or any other financial needs, Brito Tax & Accounting Corp. is here to assist you every step of the way.
Tax-E Filing Solutions Corp
Tax-E Filing Solutions Corp is a leading accounting and finance institution located at 2555 Northwest 102nd Avenue in Miami, Florida, United States. Our team of experts is dedicated to providing top-notch tax preparation and filing services to individuals and businesses alike. With years of experience in the industry, we are committed to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Trust Tax-E Filing Solutions Corp to handle all your accounting and finance needs with professionalism and expertise.
DTA
DTA is a leading institution in the field of accounting and finance, located at 13500 Southwest 88th Street in Miami, Florida, United States. With a strong focus on providing top-notch education and training in financial management, auditing, and taxation, DTA is committed to helping students excel in the competitive world of finance. The institution boasts experienced faculty, state-of-the-art facilities, and a comprehensive curriculum designed to prepare students for successful careers in the financial industry. Whether you are a beginner looking to start your career or a professional seeking to enhance your skills, DTA is the perfect place to achieve your goals in accounting and finance.
Swanson Reed - Specialist R&D Tax Advisors
Swanson Reed is a leading specialist R&D tax advisory firm located at 13727 Southwest 152nd Street in Miami, Florida. Our team of experts helps businesses navigate the complex world of research and development tax incentives, ensuring they maximize their tax savings while staying compliant with regulations. With a focus on finance, we provide tailored solutions to help our clients unlock the full potential of their R&D investments. Trust Swanson Reed to be your partner in innovation and financial success.
Alpha Accounting Group LLC
Alpha Accounting Group LLC is a leading accounting and finance institution located in Miami, Florida. Our team of skilled professionals is dedicated to providing top-notch accounting services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other accounting service, Alpha Accounting Group LLC is here to help. Visit us at 8300 Southwest 8th Street to learn more about how we can assist you with your financial needs.
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