Insurance advisors and consultants in Miami, FL
116 results found
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Rodney Wolf - State Farm Insurance Agent
● ClosedRodney Wolf - State Farm Insurance Agent is an insurance agency located at 16525 Northeast 10th Avenue, North Miami Beach, Florida, United States. Situated just West of the newly remodeled 163rd Street mall on 163rd Street and NE 10th Avenue, the agency offers a range of insurance services including life insurance, auto insurance, homeowners insurance, and more. The dedicated team of licensed professionals is committed to helping customers make informed decisions about their insurance and financial needs. With a focus on excellent customer service, the agency aims to build long-lasting relationships with clients. Services are available in English and Spanish, and the team includes a Notary Public for added convenience. For any inquiries or assistance, customers can call (305) 940-5222. State Farm Life Insurance Company and U.S. Bank National Association are among the providers of insurance and financial products associated with the agency. Customers are advised to consult tax or legal advisors for personalized advice.
16525 NE 10th Ave, North Miami Beach, FL 33162, United States -
Accounting + Insurance, LLC
● ClosedAccounting Insurance, LLC is a comprehensive financial institution located at 3331 Southwest 107th Avenue in Miami, Florida. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for assistance with tax preparation, investment planning, or insurance coverage, our knowledgeable professionals are here to help. Trust Accounting Insurance, LLC to provide expert guidance and support for all of your financial needs.
3331 SW 107th Ave, Miami, FL 33165, United States -
Eduardo Ferraz: Allstate Insurance
● ClosedEduardo Ferraz: Allstate Insurance is a reputable insurance agency located at 1110 Brickell Avenue in Miami, Florida. Our team of experienced professionals is dedicated to providing top-notch insurance products and services to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a focus on personalized service and attention to detail, we strive to build long-lasting relationships with our customers. Trust Eduardo Ferraz: Allstate Insurance for all your insurance needs in Miami and beyond.
1110 Brickell Ave Ste 105, Miami, FL 33131, United States -
L&D Global Insurance
● ClosedL&D Global Insurance is a reputable insurance agency located at 425 Northeast 22nd Street in Miami, Florida, United States. We offer a wide range of insurance products and services to meet the needs of individuals and businesses. Our experienced team of professionals is dedicated to providing personalized service and finding the best insurance solutions for our clients. Whether you are looking for auto, home, life, health, or business insurance, L&D Global Insurance is here to help. Contact us today to learn more about how we can protect what matters most to you.
425 NE 22nd St, Miami, FL 33137, United States -
MANNA WEALTH MANAGEMENT - Florida Financial Advisors
● OpenManna Wealth Management is a leading financial advisory firm located in Miami Beach, Florida. Our team of experienced Florida Financial Advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Located at 429 Lenox Avenue, our institution provides a range of financial services including retirement planning, investment management, estate planning, and more. With a focus on building long-term relationships and delivering exceptional service, Manna Wealth Management is committed to helping clients navigate the complexities of the financial world and secure their financial future. Contact us today to schedule a consultation with one of our expert advisors.
429 Lenox Ave. Suite 422, Miami Beach, FL 33139, United States -
Rogelio Figueroa, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedRogelio Figueroa, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 13400 Southwest 120th Street in Miami, Florida. Our dedicated team of professionals is committed to helping clients navigate the complexities of insurance and financial planning. Whether you are looking for life insurance, retirement planning, or investment advice, our experienced agents are here to provide personalized solutions to meet your needs. Contact us today to schedule a consultation and secure your financial future.
13400 SW 120th St Ste 300D, Miami, FL 33186, United States -
Rafael Nunez, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedRafael Nunez, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 13400 Southwest 120th Street in Miami, Florida, United States. Specializing in providing insurance products and financial services, our experienced team is dedicated to helping clients protect their assets and plan for their financial future. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and security to individuals and families in the Miami area. Contact us today to learn more about our insurance and financial planning services.
13400 SW 120th St Ste 300D, Miami, FL 33186, United States -
Pedro Meurice: Allstate Insurance
● ClosedPedro Meurice: Allstate Insurance is a reputable insurance agency located at 13831 Southwest 59th Street in Miami, Florida. As a trusted branch of Allstate Insurance, Pedro Meurice offers a wide range of insurance products and services to meet the needs of individuals and businesses in the Miami area. With a team of knowledgeable and friendly agents, customers can expect personalized assistance in finding the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Pedro Meurice: Allstate Insurance is committed to providing reliable and efficient service to protect what matters most to you.
13831 SW 59th St Ste 107, Miami, FL 33183, United States -
State Insurance Advisors
● ClosedState Insurance Advisors is a reputable insurance agency located at 6171 Miami Lakes Drive in Hialeah, Florida. With a team of experienced advisors, we provide comprehensive insurance solutions tailored to meet the individual needs of our clients. Whether you are looking for auto, home, life, or business insurance, our experts are here to help you navigate through the complexities of the insurance industry and find the best coverage options for you. Trust State Insurance Advisors to protect what matters most to you.
6171 Miami Lakes Dr, Hialeah, FL 33014, United States -
Jimenez & Co Insurance
● ClosedJimenez & Co Insurance is a reputable insurance agency located at 8000 Coral Way in Miami, Florida. With a strong commitment to providing top-notch insurance solutions to individuals and businesses, our experienced team of professionals is dedicated to helping clients find the best coverage options tailored to their specific needs. Whether you are looking for auto, home, life, or commercial insurance, we are here to assist you every step of the way. Trust Jimenez & Co Insurance for reliable and personalized insurance services in Miami.
1225, 8000 Coral Wy, Miami, FL 33155, United States -
jfs insurance & associates
● OpenJFS Insurance & Associates is a reputable insurance agency located in Miami, Florida. Our dedicated team of professionals is committed to providing comprehensive insurance solutions to meet the needs of our clients. With a focus on personalized service and attention to detail, we strive to build long-lasting relationships with our customers. Whether you are looking for auto, home, life, or business insurance, JFS Insurance & Associates has you covered. Visit us at 7290 Southwest 41st Street to learn more about how we can help protect what matters most to you.
7290 SW 41st St, Miami, FL 33155, United States -
Neil Jesani Advisors
● ClosedNeil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
1300 Sawgrass Corporate Pkwy #130, Sunrise, FL 33323, United States -
MANNA WEALTH MANAGEMENT - Miami Financial Advisors
● OpenManna Wealth Management is a finance institution located at 777 Brickell Avenue in Miami, Florida. We believe in considering all aspects of your financial life, including spending, saving, investing, and giving back. Our financial planners and advisors are dedicated to making your values and goals the foundation of your financial decisions. We offer a wide range of investment options, including stocks, bonds, ETFs, and mutual funds. Our advisors can help you create a retirement plan, allocate your assets, and explore distribution options. We focus on your entire financial life, not just investments, to help you achieve your financial goals and leave a legacy. Securities and insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services are offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Trust Manna Wealth Management to help you plan for a prosperous future and navigate the ever-changing financial landscape.
777 Brickell Ave Suite 708, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Raul Rohr
● ClosedMerrill Lynch Financial Advisor Raul Rohr is a finance institution located at 701 Brickell Avenue in Miami, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, we are dedicated to helping clients achieve their financial goals. It is important to note that investing involves risk, and our advisors do not provide legal, tax, or accounting advice. We offer a wide range of services including brokerage, investment advisory, insurance, annuity products, trust and fiduciary services, and banking products. Our team of advisors hold various certifications and designations to provide expert financial guidance. Visit us to start your journey towards financial success.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Andres J. Leon
● ClosedMerrill Lynch Financial Advisor Andres J. Leon is located at 701 Brickell Avenue in Miami, Florida, United States. As a finance institution, our focus is on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Our Merrill Personal Wealth Analysis™ can help us build a personalized plan centered on your goals. With a mission to understand you and what matters most, we ask thoughtful questions and listen carefully to where your wealth stands today and where you want it to be tomorrow. Our approach is to focus on potential solutions that can help turn your goals into reality, whether it's managing future health care expenses, planning for college, or passing wealth to future generations. We believe in personalized plans that help you manage, grow, and preserve your wealth today and for years to come.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Javier Quinones - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJavier Quinones - Financial Advisor, Ameriprise Financial Services, LLC, located at 7700 North Kendall Drive in Miami, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Javier Quinones is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, Javier Quinones has the knowledge and expertise to help you reach your financial goals. Contact Javier Quinones - Financial Advisor, Ameriprise Financial Services, LLC today for personalized financial planning services tailored to your unique needs.
7700 N Kendall Dr Ste 300-J, Miami, FL 33156, United States -
Francisco Hernando - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrancisco Hernando - Financial Advisor at Ameriprise Financial Services, LLC, located at 9130 South Dadeland Boulevard in Miami, Florida, offers a wide range of financial services to individuals and small business owners. The institution provides expert advice and guidance on asset management, investment strategies, estate planning, retirement planning, and insurance products. The team at Francisco Hernando - Financial Advisor consists of professionals with various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their expertise and commitment to providing high-quality financial services to clients.
9130 S Dadeland Blvd Suite 1903, Miami, FL 33156, United States -
Samantha Maysonet - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSamantha Maysonet is a financial advisor at Ameriprise Financial Services, LLC located at 9130 South Dadeland Boulevard in Miami, Florida, United States. Samantha 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®, CERTIFIED FINANCIAL PLANNER™, 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 Samantha's expertise in various financial areas such as asset management, estate planning, retirement planning, investment management, and insurance products. Samantha is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on helping them achieve their financial goals and secure their financial future.
9130 S Dadeland Blvd Suite 1903, Miami, FL 33156, United States -
AXA Advisors
● ClosedAXA Advisors is a leading financial institution located at 9130 South Dadeland Boulevard in Miami, Florida. As a trusted provider of financial services, AXA Advisors offers a wide range of investment and insurance products to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, AXA Advisors is committed to providing personalized solutions and expert guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or protecting your assets, AXA Advisors is dedicated to helping you secure a brighter financial future.
9130 S Dadeland Blvd # 1400, Miami, FL 33156, United States -
VALIC Financial Advisors office
● OpenThe VALIC Financial Advisors office is located at 801 Brickell Avenue in Miami, Florida, United States. As a finance institution, they offer a wide range of financial advisory services to help clients achieve their financial goals. Their team of experienced advisors provides personalized guidance on investments, retirement planning, insurance, and more. With a focus on customer service and financial expertise, the VALIC Financial Advisors office is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future.
801 Brickell Ave #2310, Miami, FL 33131, United States -
Del Toro Insurance
● ClosedDel Toro Insurance is a reputable insurance agency located at 7356 Southwest 117th Avenue in Miami, Florida. We offer a wide range of insurance products and services to meet the diverse needs of our clients. Our team of experienced agents is dedicated to providing personalized and reliable insurance solutions to protect what matters most to you. Whether you are looking for auto, home, life, or business insurance, Del Toro Insurance is here to help you find the coverage that fits your unique needs. Visit us today to learn more about our services and how we can help you safeguard your future.
7356 SW 117th Ave, Miami, FL 33183, United States -
Merrill Lynch Financial Advisor Daniel Montes de Oca
● ClosedMerrill Lynch Financial Advisor Daniel Montes de Oca is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in the District of Columbia and US territories, we are dedicated to helping clients achieve their financial goals. Our team of advisors can assist you in navigating the complexities of investing, asset allocation, and financial planning. We offer a broad range of brokerage, investment advisory, and other services to help you make informed decisions about your financial future. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and insurance and annuity products are offered through Merrill Lynch Life Agency Inc. We are committed to providing you with information about products and services that may be of interest to you, and we strive to help you achieve the life you want through sound financial planning.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Miami Tax & Financial Services
● ClosedAt Miami Tax & Financial Services, we specialize in providing comprehensive financial services tailored to your needs. Dealing with the IRS doesn't have to be a headache. With the right information and advice, you can fulfill your obligations effectively and without complications. We handle Obamacare enrollment and have experts in appeals who can represent you when needed, all at no cost. Having a line of credit can be crucial in achieving your goals. We process applications for obtaining your own Taxpayer Identification Number (ITIN) to keep you up to date with IRS requirements. Our notary publics are your first line of defense in ensuring the legality and accuracy of your documents and business transactions. We also offer apostille services. We assist with filling out Immigration and USCIS applications according to your specific case. We work with various insurance companies to provide medical, supplemental, final expense, and life insurance policies that fit your needs and lifestyle. With our service, you'll get a true financial picture of your business, whether large or small. We keep your company's transactions organized, making tax filing easier and saving you money and time. We love welcoming our clients, so feel free to drop by during office hours.
4315 NW 7th St #20, Miami, FL 33126, United States -
Rk Asset Management
● ClosedRK Asset Management is a finance, health, and insurance agency located at 17729 Hunting Bow Circle, Lutz, Florida, United States. Our client-oriented focus is based on providing real solutions for future needs. Choose RK Asset Management today to help build a secure future for you and your employees. Recently, Alltrust Insurance acquired RK Asset Management's Employee Benefits Division, expanding its reach throughout Central Florida and beyond. RK Asset Management has been serving Florida companies for the past 18 years, offering superior service and education on all aspects of health insurance plans in Florida.
17729 Hunting Bow Cir #101, Lutz, FL 33558, United States -
Bankers Life
● ClosedBankers Life, located at 13400 Southwest 120th Street in Miami, Florida, is a comprehensive finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to be prepared and have discussions with loved ones about the future.
13400 SW 120th St Ste 300D, Miami, FL 33186, United States -
Las Madrinas de Los Seguros
● ClosedLas Madrinas de Los Seguros is a renowned health insurance agency located at 7795 West Flagler Street in Miami, Florida. Our institution is dedicated to providing the best insurance coverage for individuals and families, ensuring they have access to quality healthcare services when they need it most. With a team of experienced professionals, we strive to make the insurance process easy and stress-free for our clients. Visit us today to learn more about our services and how we can help you secure the coverage you need.
7795 W Flagler St, Miami, FL 33144, United States -
Financial Designs
● ClosedFinancial Designs is a reputable finance and insurance agency located at 8000 Northwest 7th Street in Miami, Florida. With a team of experienced professionals, we specialize in providing tailored financial solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, our experts are here to help you navigate the complex world of finance. Trust Financial Designs to help you secure your financial future and protect what matters most to you.
8000 NW 7th St # 201, Miami, FL 33126, United States -
Fernando Torres: Primerica - Financial Services
● OpenFernando Torres: Primerica - Financial Services is a reputable finance and insurance agency located at 14411 Commerce Way in Miami Lakes, Florida, United States. With a focus on providing top-notch financial services to individuals and families, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, Fernando Torres: Primerica is dedicated to helping clients secure their financial future. Visit us today to learn more about our services and how we can assist you in reaching your financial objectives.
14411 Commerce Way OFIC 230, Miami Lakes, FL 33016, United States -
Sensible Health Plans & Benefits
● ClosedSensible Health Plans & Benefits is a health insurance agency located at 20110 West Dixie Highway in Miami, Florida, United States. We offer free, better, and best options for healthcare coverage. With the upcoming Obamacare enrollment period from November 1st to December 15th, 2022, you only have 6 weeks to enroll, so let us help you find the perfect plan with the doctors and facilities you prefer. Our full-service assistance ensures that your application is completed accurately and all necessary forms are submitted to maintain your insurance coverage. As a licensed agency in Florida, we are committed to providing quality service and protecting your privacy and security in compliance with federal laws. Please note that this website is operated by Sensible Health Plans & Benefits and not the official Health Insurance Marketplace website. For a comprehensive view of all available Qualified Health Plan options in your state, visit HealthCare.gov.
20110 W Dixie Hwy #20104, Miami, FL 33180, United States -
Pangea Financial Group
● ClosedPangea Financial Group, located at 1395 Brickell Avenue in Miami, Florida, is a comprehensive finance, health, and insurance agency dedicated to providing you with the financial freedom to live your best life. Our team of financial advisors will analyze your personal finances and employee benefits package to create a proactive plan tailored to your needs. Whether you are an individual or a business owner, we strive to eliminate financial uncertainty and provide you with peace of mind. Our services include medical, dental, vision, life insurance, employee assistance programs, disability, business insurance planning, and retirement planning. We believe that detailed planning is the key to financial security and will work with you to develop a comprehensive plan that evolves with your changing financial situation.
1395 Brickell Ave STE 800, Miami, FL 33131, United States
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