TOP 30 Investment banking solutions in Miami, Florida

145 results found

Merrill Lynch Financial Advisor Gerald M. Broucek is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. With over 30 years of experience in the financial services industry, G.M. Broucek offers a comprehensive approach to managing wealth by listening to clients' needs and ensuring that every strategy is tailored to their long-term financial goals. G.M. Broucek holds a degree in Economics and Finance from the University of Michigan and an MBA with a concentration in Marketing and Accounting from the University of Miami. He provides access to Merrill's investment insights and Bank of America's banking convenience to address various aspects of clients' financial lives. G.M. Broucek is passionate about delivering excellent service and helping clients pursue their goals. He is actively involved in the community through coaching local athletics programs and enjoys boating, fishing, golfing, and playing tennis. Merrill Personal Wealth Analysis™ is offered to build a personalized plan centered on clients' goals. The institution focuses on understanding clients' priorities, family, and goals to provide customized financial solutions. By utilizing the Investment Personality Assessment, G.M. Broucek can tailor financial approaches to help clients pursue their objectives. The institution emphasizes maintaining a one-on-one relationship with clients to help them navigate financial complexities and achieve their goals. With a commitment to understanding clients' needs and priorities, Merrill Lynch Financial Advisor Gerald M. Broucek aims to provide personalized investment strategies and comprehensive financial solutions.

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 Carvalho-Yates Group at Morgan Stanley is a leading financial institution located at 200 South Biscayne Boulevard in Miami, Florida. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to clients. The team at The Carvalho-Yates Group is dedicated to providing personalized and comprehensive financial planning strategies to help clients achieve their financial goals. With a focus on integrity and professionalism, The Carvalho-Yates Group at Morgan Stanley is committed to delivering top-tier financial services to individuals, families, and businesses in the Miami area and beyond.

Eric Hirsch - Morgan Stanley is a prestigious finance institution located at 1691 Michigan Avenue in Miami Beach, Florida, United States. With a strong reputation for excellence and expertise in financial services, Eric Hirsch - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning services, Eric Hirsch - Morgan Stanley is committed to providing personalized and comprehensive financial solutions tailored to your specific needs.

SDG Accountant LLC, located at 301 41st Avenue, St. Pete Beach, Florida, United States, is a premier accounting and finance institution specializing in providing top-notch tax and bookkeeping services to individuals with international interests, including expats, multinationals, and high-net-worth individuals. Unlike general tax preparers, SDG Accountants have a deep understanding of U.S. tax laws, making them experts in handling specialized international tax issues. Unlocking Section 179 Write-Offs for Vehicles with SDG, and decoding alimony and separation taxation for Miami and Tampa residents are just a few examples of the exceptional services provided by SDG Accountants. Clients have praised the firm for their commitment to providing great financial advice, excellent customer service, and quick service in filing taxes.

Best Global Enterprises is a leading accounting and finance institution located at 1784 Northeast 163rd Street in North Miami Beach, Florida, United States. Our team of experts specializes in providing top-notch financial services to clients worldwide. With a commitment to excellence and customer satisfaction, we strive to deliver the best solutions for all your accounting and finance needs. Trust Best Global Enterprises for all your financial management needs.

Alonso Domingo CPA is a reputable accounting and finance institution located at 5805 Waterford District Drive in Miami, Florida, United States. Specializing in international and domestic tax planning and compliance, business consulting, and client accounting services, Alonso Domingo caters to individuals and businesses in various industries such as real estate, hospitality, transportation, and investment companies. With a diverse client base including high-net-worth individuals and closely held businesses operating both in the U.S and abroad, Alonso Domingo ensures that every client receives personalized attention and top-notch service. He is dedicated to being available to clients seeking solutions at all times and takes pride in being a valued member of the Miami banking community. Alonso Domingo holds a Bachelor's degree from the University of Puerto Rico at Rio Piedras and a Master's degree from the University of Puerto Rico at Mayagüez. As a member of PrimeGlobal, a global association of independent accounting firms and business advisors, Alonso Domingo is committed to providing expert financial services to clients while upholding the highest standards of professionalism and integrity. Please note that PrimeGlobal does not offer professional services directly to clients, and each member firm operates independently as a separate legal entity.

MARTELL BRAVO & CO. is a prestigious financial institution located at 7801 Coral Way in Miami, Florida, United States. With a strong reputation for excellence and expertise in the financial industry, MARTELL BRAVO & CO. offers a wide range of services including wealth management, investment advisory, and financial planning. Their team of experienced professionals provides personalized solutions to help clients achieve their financial goals. Known for their commitment to integrity and client satisfaction, MARTELL BRAVO & CO. is a trusted partner for individuals and businesses seeking reliable financial guidance.

Gulfstream Transfer & Financial Services is a reputable finance institution located at 18500 Southwest 224th Street in Miami, Florida, United States. With a focus on providing top-notch financial services, Gulfstream Transfer offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for assistance with transfers, investments, or other financial transactions, Gulfstream Transfer & Financial Services is dedicated to delivering exceptional service and expertise to help you achieve your financial goals.

Caribbean Consolidate is a reputable institution located at 3630 Northwest 71st Street in Miami, Florida, United States. We specialize in providing comprehensive financial services to individuals and businesses in the Caribbean region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with banking, investments, or insurance, Caribbean Consolidate is here to support you every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Power Financial Credit Union is a trusted financial institution located at 8228 Mills Drive in Miami, Florida, United States. As a full-service credit union, we offer a wide range of banking and financial services to meet the needs of our members. Whether you're looking for an ATM, a bank for your everyday transactions, or assistance with managing your finances, we are here to help. Our knowledgeable staff is dedicated to providing personalized service and helping our members achieve their financial goals. Visit us today to see how Power Financial Credit Union can help you take control of your finances.

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.

Truist is a financial institution located at 11700 North Kendall Drive, Miami, Florida, United States. As an ATM, bank, finance, and insurance agency, Truist offers a wide range of services including credit cards, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance products, and mortgage services. Truist is affiliated with various entities such as Truist Bank, Truist Investment Services, Inc., McGriff Insurance Services, LLC, and Truist Life Insurance Services, among others. Customers can find the right financial solution tailored to their needs with the help of Truist's knowledgeable advisors. Please note that all communications from Truist will be provided in English, and translation or language access services may be available for customers with Limited English Proficiency.

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 1611 Northwest 12th Avenue in Miami, Florida, is a trusted financial institution offering a range of services including ATM access and various financial products. Membership is open to individuals living, working, worshiping, or attending school in Miami-Dade and Broward County, as well as immediate family members. At Dade County Federal Credit Union, members always come first, with a commitment to providing superior service and financial solutions. With federally insured savings up to $250,000 and a focus on equal opportunity lending, Dade County FCU is dedicated to meeting the needs of its diverse membership base. Please note that while we may provide links to third-party partners for convenience, we do not manage the content of those sites and encourage members to review privacy and security policies. Visit us today and experience the credit union difference.

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.

Sky Financial is a leading financial institution located at 600 Brickell Avenue in the heart of Miami, Florida. With a reputation for excellence and a commitment to providing top-notch financial services, Sky Financial offers a wide range of products and solutions to meet the needs of individuals, businesses, and organizations. Whether you are looking for personal banking services, investment opportunities, or assistance with wealth management, the experienced team at Sky Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how Sky Financial can help you secure a brighter financial future.

Idea Financial is a leading finance institution located at 200 Southeast 1st Street in Miami, Florida, United States. We specialize in providing innovative financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized services and tailored solutions to meet the unique needs of our clients. Whether you are looking for funding for a new project, managing your investments, or seeking advice on financial planning, Idea Financial is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

800 Funding is a renowned financial institution located at 20200 West Dixie Highway in Miami, Florida, United States. As a leading bank specializing in finance, we offer a wide range of funding solutions to meet the needs of our clients. With a team of experienced professionals, we strive to provide top-notch financial services and support to help individuals and businesses achieve their financial goals. Whether you are looking for a loan, investment opportunities, or financial advice, 800 Funding is here to assist you every step of the way. Visit us today to experience the difference in financial services.

HUD223f.Loans, Inc. is a finance institution located at 2222 Ponce de Leon in Miami, Florida, United States. Our expert mortgage bankers specialize in providing HUD 223(f) loans for the acquisition and refinancing of apartment buildings and multifamily properties. These loans, insured by the FHA®, offer the lowest-cost source of non-recourse, fixed-rate financing for the purchase or refinance of multifamily properties. Our experienced HUD® multifamily mortgage bankers can assist you in securing HUD 223(f) financing quickly and easily. With decades of experience in multifamily lending, we understand the benefits of HUD 223(f) loans and can guide you through the process. Contact us today to learn more about how we can help you with your multifamily property financing needs.

DAK Mortgage is a licensed mortgage broker located at 1080 Brickell Avenue, Miami, Florida, United States. With over 15 years of experience, we offer creative loan options beyond traditional banks for residential and commercial real estate financing. Our tailored loan programs cater to a variety of needs, including investment properties, self-employed individuals, non-warrantable condominiums, and more. From first-time home-buying to commercial real estate financing, we specialize in helping individuals and businesses get approved by alternative lenders. Contact DAK Mortgage to find the right loan for your needs and navigate through the ever-evolving landscape of real estate financing.

OppZo is a cutting-edge finance institution located at 150 West Flagler Street in Miami, Florida, United States. We specialize in providing innovative financial solutions to individuals and businesses, helping them achieve their financial goals and secure their futures. Our team of experienced professionals is dedicated to offering personalized services and expert advice to help our clients make informed decisions and navigate the complexities of the financial world. Whether you are looking to invest, save, or plan for the future, OppZo is here to help you every step of the way. Visit us today to see how we can make a difference in your financial journey.

Amscot - The Money Superstore is a leading financial institution located at 5763 Northwest 7th Street in Miami, Florida. As a one-stop shop for all your financial needs, Amscot offers a wide range of services including ATM access, check cashing, money transfers, bill payments, and more. With convenient hours of operation and friendly customer service, Amscot is dedicated to helping you manage your finances efficiently and securely. Whether you need to deposit a check, pay a bill, or simply withdraw cash, Amscot is here to make your financial transactions quick and easy. Visit us today to experience the convenience of Amscot - The Money Superstore.

Crocodile Capital is a leading finance institution located in the heart of Miami, Florida. With a prime location at 2602 Northwest 5th Avenue, Crocodile Capital offers a range of financial services to help businesses and individuals achieve their financial goals. Our team of experienced professionals provides expert advice and personalized solutions to meet the unique needs of our clients. Whether you are looking to invest, secure a loan, or plan for the future, Crocodile Capital is here to help you navigate the complex world of finance with confidence. Trust Crocodile Capital to be your partner in success.

Capital Funding Services Corporation is a finance institution located at 3250 Northeast 1st Avenue in Miami, Florida, United States. We specialize in providing funding solutions for businesses of all sizes, offering a range of financial services to help our clients achieve their goals. Our team of experienced professionals is dedicated to providing personalized service and tailored financial solutions to meet the unique needs of each client. Whether you are looking for working capital, equipment financing, or a line of credit, Capital Funding Services Corporation is here to help you succeed. Contact us today to learn more about how we can assist with your financial needs.