TOP 30 Best Investment banking services in South Miami, Florida

Portofino Wine Bank is a luxurious institution located at 500 South Pointe Drive in Miami Beach, Florida. This upscale food and liquor store offers a wide selection of fine wines from around the world, making it a haven for wine enthusiasts and connoisseurs. With its elegant ambiance and knowledgeable staff, Portofino Wine Bank is the perfect place to discover new and rare vintages, or simply indulge in your favorite bottle. Whether you're looking for a special gift or stocking up for a special occasion, Portofino Wine Bank is the ultimate destination for all your wine needs. Visit us today and experience the finest in wine tasting and shopping in Miami Beach.

Wells Fargo Bank is a reputable financial institution located at 11765 South Dixie Highway in Miami, Florida. As a leading bank in the United States, Wells Fargo offers a wide range of banking services, including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations throughout the city, Wells Fargo provides customers with easy access to their funds and exceptional customer service. Trust Wells Fargo Bank for all your financial needs in Miami.

Wells Fargo Bank at 14801 South Dixie Highway in Miami, Florida is a trusted institution offering a wide range of financial services. As a leading bank in the United States, Wells Fargo provides convenient ATM services, personalized banking solutions, and expert financial advice to help customers achieve their financial goals. With a strong presence in the community, Wells Fargo is committed to providing reliable and secure banking services to individuals and businesses alike. Visit our branch today to experience the Wells Fargo difference.

Regions Bank is a financial institution located at 901 South Miami Avenue in Miami, Florida, United States. We offer a variety of services including ATM access, banking, and finance. You can easily send and receive money domestically or internationally, pay bills, and even get a new Regions Personal Debit Card on the spot at our branch. Our commitment to excellent customer service extends to our online, phone, and ATM services as well. We provide a range of consumer and business products with the guidance of knowledgeable professionals. Additionally, we support lending programs, nonprofit resources, and educational initiatives to create shared value in our community. Please note that fees and rates may vary, and be sure to review the privacy and security policies of any external websites or apps you visit through our links. Thank you for choosing Regions Bank.

Space Coast Credit Union in Miami, FL is a trusted financial institution located at 13793 South Dixie Highway. As a full-service credit union, we offer a range of banking and finance services to meet the needs of our members. Whether you're looking for an ATM, checking account, loan, or investment options, our friendly staff is here to help. Join us today and experience the benefits of being a part of the Space Coast Credit Union family.

Chase Bank, located at 15101 South Dixie Highway in Miami, Florida, United States, is a leading financial institution offering a wide range of services including ATM access, banking, and finance. Please note that the institution has modified its services and no longer offers coin transactions, only cash transactions via ATMs. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank offers investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Chase Private Client is a premium banking and investment service offering, subject to approval. Experience the expertise and convenience of Chase Bank for all your financial needs.

First Horizon Bank is a trusted financial institution located at 200 South Biscayne Boulevard in Miami, Florida. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment opportunities. Our convenient ATM services make managing your finances easy and accessible. With a commitment to providing excellent customer service and innovative financial solutions, First Horizon Bank is your go-to destination for all your banking needs in Miami.

SB Financial Services Corp is a leading finance institution located at 6330 Southwest 72nd Street in South Miami, Florida, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients make sound financial decisions. Whether you are looking to invest, save for the future, or secure a loan, SB Financial Services Corp is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.

Mithras Investments is a prestigious finance institution located at 201 South Biscayne Boulevard in the vibrant city of Miami, Florida, United States. With a reputation for excellence and expertise in the financial industry, Mithras Investments offers a wide range of services including investment management, financial 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 Mithras Investments can help you reach your financial objectives.

Francisco 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.

The Gold Bug is a one-stop destination for all your electronic, financial, and jewelry needs. Located at 9806 South Dixie Highway in Miami, Florida, this institution offers a wide range of products and services to cater to your every requirement. Whether you're looking for the latest gadgets, seeking financial advice, shopping for exquisite jewelry pieces, or simply browsing through a variety of items, The Gold Bug has something for everyone. With a convenient location and a diverse selection of offerings, The Gold Bug is the go-to destination for all your shopping needs in Miami.

United Community is a trusted financial institution located at 5750 Sunset Drive in South Miami, Florida, United States. As a full-service bank, we offer a range of financial services including ATM access, personal and business banking, loans, and investment opportunities. Our dedicated team of professionals is committed to providing exceptional customer service and helping our community members achieve their financial goals. Visit us today to experience the convenience and reliability of United Community.

Dade County Federal Credit Union, located at 29850 South Dixie Highway in Homestead, Florida, is a trusted institution offering ATM and finance services. Membership is open to individuals living, working, worshiping, or attending school in Miami-Dade and Broward County, or those with immediate family members in the area. At Dade County Federal Credit Union, members are always a top priority. The institution prides itself on being better than a bank, providing personalized service and competitive rates. Savings are federally insured up to $250,000, and the credit union is an equal opportunity housing lender. Links to third-party partners are provided for convenience, but Dade County FCU prioritizes the privacy and security of its members.

Power Financial Credit Union is a trusted financial institution located at 1100 Northwest 95th Street in Miami, Florida, United States. As a full-service credit union, we offer a wide range of financial services including ATM access, banking services, and personalized financial solutions. Our team of experienced professionals is dedicated to helping our members achieve their financial goals and build a secure future. Visit us today to experience the power of financial stability and success with Power Financial Credit Union.

Capital One Café is a unique financial institution located at 850 South Miami Avenue in Miami, Florida. Combining the convenience of banking services with the comfort of a café setting, this establishment offers a one-of-a-kind experience for customers looking to manage their finances in a relaxed environment. Enjoy a cup of coffee or a snack while you take care of your banking needs, or browse through the store for financial products and services. Whether you're looking to open a new account, apply for a loan, or simply grab a bite to eat, Capital One Café has you covered. Visit us today and see why we're more than just a bank – we're a community hub for all your financial and culinary needs.

Wealth Enhancement Group is a premier financial institution located at 2665 South Bayshore Drive in Miami, Florida, United States. Specializing in finance, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and financial planning, Wealth Enhancement Group provides personalized solutions tailored to each client's unique needs. Trust us to guide you towards financial success and peace of mind.

Capital Quest Group is a premier institution located at 1600 South Bayshore Lane in Miami, Florida, United States. Specializing in Real Estate Capital and Financial Services, we are dedicated to providing our clients with the best loan structuring to meet their needs and ensure efficient execution. Our solutions go beyond just a "quick fix" and we continue to support our clients with excellent service long after the loan or asset sale is completed. With decades of experience and a reputation for reliability, Capital Quest Group is the ideal choice for all your financial needs. As featured in the inaugural Cabela's Business Outfitters Catalog, we are known for our excellence in the finance industry.

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.

9350 Financial IV LLC is a finance institution located at 9350 South Dixie Highway in Miami, Florida. As a trusted financial services provider, we offer a wide range of financial solutions to meet the needs of our clients. Whether you are looking for investment opportunities, financial planning advice, or assistance with loans and mortgages, our team of experienced professionals is here to help. At 9350 Financial IV LLC, we are committed to helping our clients achieve their financial goals and secure their financial future.

NPC Financial is a reputable finance and insurance agency located at 2 South Biscayne Boulevard in Miami, Florida, United States. With a team of experienced professionals, NPC Financial offers a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to grow your wealth or protect your assets, NPC Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about our personalized financial services tailored to meet your individual needs.

Dade County Federal Credit Union, located at 20295 South Dixie Highway in Miami, Florida, is a trusted financial institution offering a variety of services including ATMs and financial solutions. Membership is open to individuals in Miami-Dade and Broward County, as well as their immediate family members. At Dade County Federal Credit Union, members always come first, with personalized service and a commitment to meeting their financial needs. With federally insured savings and a focus on community support, Dade County FCU is more than just a bank - it is your Credit Union. Visit us today to experience the difference. *APR = Annual Percentage Rate. Rate based on creditworthiness and loan term. Rates subject to change. *APY = Annual Percentage Yield. Federally insured by NCUA. Equal opportunity housing lender. Links to third party sites provided as a convenience. Privacy and security policies may differ.

Skybound Wealth Management USA is a leading finance institution located at 200 South Biscayne Boulevard in the vibrant city of Miami, Florida. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized wealth management strategies, we offer a range of services including investment management, retirement planning, estate planning, and more. Trust Skybound Wealth Management USA to provide you with the guidance and support you need to navigate the complex world of finance and build a solid financial foundation for the future.

SFFCU, A Division of Guardians Credit Union, located at 1902 Northwest 14th Avenue in Miami, Florida, is a full-service financial institution offering banking and finance services. Effective April 5, 2024, the Royal Palm Beach Office will temporarily relocate to the West Palm Beach branch, with plans to open a new full-service branch in the summer of 2024 at Publix Shoppes at Andros Isle in West Palm Beach. South Florida FCU offers a 9-Month Share Certificate with a competitive 5.00% APY, as well as opportunities for scholarships, vacation loans, and payment skips. Join us in our commitment to providing banking solutions for businesses and the community.

Alvaro Uribe - Morgan Stanley is a prestigious finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. With a strong reputation for providing top-notch financial services, Alvaro Uribe - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for financial planning, investment advice, or asset management, Alvaro Uribe - Morgan Stanley is committed to providing personalized and comprehensive financial solutions to meet your needs.

The Brodsky Law Firm, located at 1600 Ponce de Leon in Coral Gables, Florida, is a reputable institution specializing in providing legal services to clients facing legal challenges from large institutions represented by armies of lawyers. The firm has successfully defended or sued large accounting firms, financial institutions, small businesses, and individuals. They have extensive experience representing clients involved in SEC, FINRA, and Board of Accountancy investigations and litigation, as well as handling various business disputes in federal and state courts and arbitrations. The founder of the firm has been recognized by peers in numerous rankings of leading lawyers, including being AV® Preeminent™ rated by Martindale-Hubbell, recognized by Chambers and Partners, Best Lawyers in America, Best Law Firms (U.S. News & World Report), Super Lawyers, and The South Florida Legal Guide Top Lawyers.

Merrill Lynch Financial Advisor Charu Narain is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Charu Narain has been with Merrill Lynch Wealth Management since 2005, bringing with her a wealth of experience in banking from various countries including India, Singapore, and South Korea. As a Wealth Management Advisor, Charu focuses on developing customized strategies for corporate executives, professionals, and business owners to help meet their total wealth management needs. Charu holds various certifications including the CERTIFIED FINANCIAL PLANNER™, CPWA®, and CPFA designations. She is dedicated to serving the community and is actively involved in the Women United Group of the United Way of Miami Dade. At Merrill Lynch Wealth Management, Charu believes in starting every relationship with a conversation to understand the client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Charu can build a personalized plan centered around the client's aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Charu can tailor the financial approach to align with the client's investing preferences and goals.

Merrill Lynch Financial Advisor Michael Romanchuk, located at 200 South Biscayne Boulevard in Miami, Florida, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes and Barron's for their outstanding wealth management services, the advisors at Merrill Lynch focus on building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and banking solutions from Bank of America, the team works closely with clients to design and implement personalized financial plans to help them pursue their goals while managing investment risk. By understanding each client's unique needs and priorities, the advisors at Merrill Lynch create customized investment approaches that reflect their personality and life priorities. With a focus on ongoing communication and monitoring, the team helps clients stay on track to achieve their financial goals. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Michael Romanchuk is committed to helping clients live their best financial life.

Integra Group - Morgan Stanley is a prestigious finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. As a part of the renowned Morgan Stanley network, Integra Group offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, they provide expert advice and guidance in areas such as wealth management, investment banking, and asset management. Clients can trust Integra Group - Morgan Stanley to help them achieve their financial goals and secure their financial future.

The Cortex Group - Morgan Stanley is a leading financial institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a strong focus on providing comprehensive financial services, the institution is dedicated to helping clients achieve their financial goals. The Cortex Group - Morgan Stanley offers a wide range of financial products and services, including investment management, wealth management, and financial planning. With a team of experienced professionals, the institution is committed to providing personalized solutions to meet the unique needs of each client.

The MA CH Group at Morgan Stanley is a leading financial institution located in Miami, Florida. Our team of experienced professionals provides a wide range of financial services to individual and institutional clients. With a focus on wealth management, investment banking, and asset management, we strive to help our clients achieve their financial goals. Visit us at 200 South Biscayne Boulevard to learn more about how we can assist you with your financial needs.