The 30 Best Investor services in Miami, Florida

Raymond James is a prestigious finance institution located at 1680 Michigan Avenue in Miami Beach, Florida. With a strong presence in the United States, Raymond James offers a wide range of financial services including investment banking, wealth management, and asset management. Known for their expertise and personalized approach to financial planning, Raymond James is dedicated to helping clients achieve their financial goals. With a commitment to excellence and a reputation for integrity, Raymond James is a trusted partner for individuals and businesses seeking expert financial advice.

Blue Chip Wealth Management is a premier financial institution located at 1691 Michigan Avenue in the vibrant city of Miami Beach, Florida, United States. As a leading player in the finance industry, we offer comprehensive wealth management services to help our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. With a focus on blue-chip investments and strategic financial planning, we strive to deliver exceptional results and unparalleled service to our valued clients. Trust Blue Chip Wealth Management to guide you towards a brighter financial future.

Provenance Wealth Advisors is a finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. They offer comprehensive financial planning services to protect your family, preserve your assets, and provide you with financial confidence. Their well-designed estate plans ensure that your family, business, and legacy are protected. With a coordinated investment plan tailored to your goals, they help you achieve financial success. They also offer retirement planning with education and hands-on management to ensure a successful future. Provenance Wealth Advisors takes an entrepreneurial approach to solving their clients' financial problems, building deep relationships based on trust and providing a path to their goals. Their professionals offer a comprehensive approach to estate, financial, business, and investment planning, helping clients navigate complex financial environments. Securities are offered through PWA Securities, LLC, and Investment Advisory Services through Provenance Wealth Advisors, LLC, both registered entities with Raymond James & Associates, Inc. Contact their Fort Lauderdale office at 954-712-8888 for more information.

Hamilton Gray Wealth Management is a premier financial institution located at 429 Lenox Avenue in Miami Beach, Florida. Our team of experienced wealth managers are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, Hamilton Gray Wealth Management is committed to providing top-notch financial guidance and expertise to individuals and families seeking to secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of wealth management and achieve your financial aspirations.

Calixsan Capital Management LLC is a finance institution located at 1395 Brickell Avenue in Miami, Florida, United States. Specializing in investment management and financial planning, Calixsan Capital Management LLC offers personalized solutions for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to excellence, Calixsan Capital Management LLC is dedicated to helping clients achieve their financial goals and secure their financial future.

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.

Insigneo Financial Group is a leading finance institution located in Miami, Florida, United States. With a strong reputation for providing top-notch financial services, Insigneo 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, asset management, or financial advisory services, Insigneo Financial Group is committed to providing personalized and comprehensive solutions to meet your needs. Trust in Insigneo to guide you towards financial success and prosperity.

XP Investments is a leading financial institution located at 701 Brickell Avenue in Miami, Florida, United States. Specializing in finance, XP Investments offers a wide range of services including investment management, wealth management, and trading. With a team of experienced professionals, XP Investments is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or navigate the complexities of the financial markets, XP Investments is a trusted partner you can rely on.

Qualified Title is a reputable insurance agency located at 7950 Northwest 155th Street in Miami Lakes, Florida. We specialize in providing comprehensive insurance solutions for individuals and businesses, ensuring that our clients are protected against unforeseen risks and liabilities. Our team of experienced professionals is dedicated to delivering personalized service and tailored insurance packages to meet the unique needs of each client. Trust Qualified Title to provide you with the peace of mind and security you deserve.

Shamayev Business Law is a reputable legal institution located at 2999 Northeast 191st Street in Miami, Florida, United States. Specializing in business law, the firm offers expert legal services to help businesses navigate complex legal issues and achieve their goals. With a team of experienced attorneys, Shamayev Business Law is dedicated to providing top-notch legal representation and advice to clients in a wide range of industries. Whether you are a small start-up or a large corporation, Shamayev Business Law is committed to delivering personalized and effective legal solutions to meet your needs. Contact them today to learn more about how they can assist with your business legal needs.

Erez Law, PLLC is a nationally recognized institution specializing in investment fraud, accounting, finance, and legal services. Located at 1 Southeast 3rd Avenue, Miami, Florida, United States, our experienced attorneys have recovered over $200 million for clients worldwide. We specialize in cases involving securities fraud, stock fraud, and investment misconduct, providing diligent representation for investors who have suffered financial losses due to broker negligence or fraud. Our team is dedicated to protecting retirees and investors from broker misconduct, offering legal avenues for financial recovery. With a strong record of success in FINRA Dispute Resolution, we have tried over 50 cases to award and maintain a 100% success rate in appeals. We handle a broad range of investment and securities fraud cases, including EB-5 Immigrant Investor Program fraud, hedge fund fraud, ponzi schemes, and more. Our firm serves clients nationwide, including Arizona, California, Florida, Illinois, New Jersey, New York, Pennsylvania, and Texas. If you have been harmed by financial advisor misconduct, our lawyers can help you demand justice and recover your losses. Contact Erez Law, PLLC for professional and effective legal representation against Wall Street's most powerful industry players.

Melga Law, PLLC is a premier law firm located at 801 Brickell Avenue in Miami, Florida, United States. Specializing in legal services for artists, athletes, entrepreneurs, investors, professionals, and organizations, we offer a modern approach and extensive expertise in business and immigration law. Our team has international experience and represents individuals nationwide and in U.S. consulates worldwide. We focus on providing immigration and business solutions for a wide range of clients, including athletes, artists, entrepreneurs, investors, and organizations. With strategic partners, we offer holistic general counsel support to companies and investors, helping businesses make real-time strategy decisions. Our goal is to provide modern, reliable, and efficient services for those seeking immigration, business, and corporate legal solutions in the United States.

Rahbaran & Associates, PLLC is a prestigious EB-5 Law Firm located at 1395 Brickell Avenue in Miami, Florida. As a leading legal institution specializing in EB-5 immigration law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients seeking to obtain permanent residency through the EB-5 Immigrant Investor Program. With a strong track record of successful cases, Rahbaran & Associates, PLLC is committed to guiding clients through the complex process of obtaining an EB-5 visa with professionalism and expertise. Contact us today to schedule a consultation and take the first step towards achieving your immigration goals.

ScaleUp Legal PLLC is a legal institution located at 14629 Southwest 104th Street in Miami, Florida, United States. We specialize in providing in-house counsel and investment services for startups looking to scale up their businesses. With our expertise and dedication, we help our clients navigate the legal complexities of growth and expansion. Our team offers the experience and professionalism needed to take your business to the next level. Compared to traditional in-house and outside counsel, we offer a streamlined approach that allows you to focus on growing your business without the added stress of legal matters. If you have any questions or need assistance, don't hesitate to reach out to us. We are here to help you succeed.

Oneway Law Group, located at 702 Southwest 1st Street in Miami, Florida, is a premier institution specializing in real estate closing attorney and title services in South Florida. Led by Andres Ferrando, Esq., a multilingual real estate attorney with a Juris Doctor degree from Nova Southeastern University, Shepard Broad Law, the firm offers comprehensive services for buyers, sellers, investors, foreign nationals, and developers for all their Florida real estate needs. Andres, with his background as a Realtor and Developer, brings valuable experience to the table, having successfully handled numerous residential and commercial real estate transactions throughout Florida. His expertise includes facilitating 1031 exchange transactions, drafting and negotiating real estate contracts, and providing title and closing services.

Rodrigo Lopez - TD Wealth Financial Advisor is a trusted financial institution located in Miami, Florida. As a part of TD Wealth, we offer a wide range of financial services and expertise to help our clients achieve their financial goals. Our team of experienced advisors, led by Rodrigo Lopez, is dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we are here to help. Visit us at 14995 Southwest 88th Street to start your journey towards financial success.

Rodrigo Lopez - TD Wealth Financial Advisor is a trusted financial institution located in Miami, Florida. As a part of TD Wealth, we provide expert financial advice and services to help our clients achieve their financial goals. Our team of experienced advisors, led by Rodrigo Lopez, is dedicated to providing personalized and comprehensive financial planning solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Rodrigo Lopez - TD Wealth Financial Advisor is here to help you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 11201 Southwest 40th Street to start your journey towards financial success today.

Javier Gomez - TD Wealth Financial Advisor is a trusted financial institution located at 8690 Southwest 24th Street in Miami, Florida. As a dedicated financial advisor, Javier Gomez provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and wealth preservation, Javier Gomez is committed to helping individuals and families build and protect their wealth for the future. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, Javier Gomez - TD Wealth Financial Advisor is here to provide expert guidance and support.

Patricia Battle - Regions Wealth Advisor is a finance institution located at 2700 Northwest 107th Avenue in Miami, Florida, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. Patricia Battle, a Wealth Advisor for Regions Private Wealth Management in Miami, focuses on developing a comprehensive financial strategy to meet your goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is for educational and general marketing purposes only. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. Appointment Scheduler is provided by Engageware Modal. Please contact us with any questions. Thank you for your time.

Rodrigo Lopez - TD Wealth Financial Advisor is a leading financial institution located in Miami, Florida. As a trusted advisor, Rodrigo Lopez provides personalized financial services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment planning, and retirement planning, Rodrigo Lopez offers expert guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rodrigo Lopez - TD Wealth Financial Advisor is committed to providing top-notch financial advice and exceptional service. Visit us at 7400 Southwest 40th Street to learn more about how we can help you reach your financial goals.

Silvia Serrano - Regions Wealth Advisor is a finance institution located at 9450 Southwest 40th Street, Miami, Florida, United States. Specializing in personalized financial expertise for affluent individuals, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. Silvia Serrano, a Wealth Advisor for Regions Private Wealth Management in Miami, FL, focuses on developing a comprehensive strategy to meet your financial goals. With a team of professionals, your Regions Wealth Advisor can help you maximize the return of your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is for educational and general marketing purposes only. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. Appointment Scheduler is provided by Engageware Modal. Please contact us if you have any questions. Thank you for your time.

Rosie Pachon - TD Wealth Relationship Manager is a financial institution located at 7400 Southwest 40th Street in Miami, Florida, United States. As a Relationship Manager at TD Wealth, Rosie Pachon provides personalized financial guidance and assistance to clients in managing their wealth and achieving their financial goals. With a strong background in finance and a commitment to exceptional customer service, Rosie Pachon helps clients navigate the complexities of wealth management and make informed decisions about their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rosie Pachon is dedicated to providing you with the expertise and support you need to succeed.

Rosie Pachon - TD Wealth Relationship Manager is a finance institution located at 720 Northwest 57th Avenue in Miami, Florida. Rosie Pachon is a dedicated relationship manager who helps clients navigate the complexities of wealth management. With a focus on building strong relationships and providing personalized financial solutions, Rosie Pachon is committed to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rosie Pachon is here to provide expert guidance and support. Visit us today to see how we can help you secure your financial future.

Twenty Four Asset Management is a finance institution located in Miami, Florida. Our team of experienced professionals specializes in managing assets and providing financial solutions to help clients achieve their investment goals. With a focus on personalized service and tailored strategies, we strive to deliver superior results for our clients. Visit us at 13155 Southwest 42nd Street to learn more about how we can help you grow and protect your wealth.

Luis Novo - TD Wealth Financial Advisor is a trusted financial institution located at 16200 Northwest 57th Avenue in Miami Lakes, Florida. As a dedicated finance advisor, Luis Novo offers personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, clients can trust in the expertise and professionalism of Luis Novo to guide them towards financial success. Whether you are planning for retirement, managing your investments, or looking to grow your wealth, Luis Novo is committed to providing top-notch financial advice and support. Contact Luis Novo - TD Wealth Financial Advisor today to start planning for a secure financial future.

Javier Gomez - TD Wealth Financial Advisor is a reputable financial institution located at 255 Alhambra Circle in Coral Gables, Florida. As a trusted advisor, Javier Gomez provides expert financial services and guidance to help clients achieve their financial goals. With a focus on wealth management and investment strategies, clients can trust in Javier Gomez's expertise and personalized approach to financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Javier Gomez - TD Wealth Financial Advisor is dedicated to helping you make informed decisions and secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Ana B. Garcia, CPA, MSA, CTP is a renowned accounting and finance institution located at 3801 Southwest 117th Avenue in Miami, Florida, United States. Specializing in proactive tax planning for real estate investors and high net worth individuals, Ana B. Garcia CPA offers expert services to help businesses increase their net worth by implementing effective tax reduction strategies. With over 17 years of accounting experience, Ana B. Garcia is a Certified Public Accountant, Certified Internal Auditor, and Certified Tax Planner with a wealth of knowledge in the industries of real estate and construction in both the United States and Canada. As a real estate investor herself, Ana B. Garcia is dedicated to helping clients achieve maximum savings using proven IRS strategies. Clients can fill out a webform to schedule an Intro Call where they will receive personalized findings and recommendations, along with an investment amount. Monthly all-inclusive tax planning packages start at $900 per month, ensuring ongoing support and assistance in tax planning.

Edward Jones - Financial Advisor: Adam Dekel is a reputable financial institution located at 9130 South Dadeland Boulevard in Miami, Florida. As a trusted advisor, Adam Dekel provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Adam Dekel and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit Edward Jones - Financial Advisor: Adam Dekel today to start planning for a secure financial future.

Charles Lang - Raymond James is a reputable finance institution located in South Miami, Florida. With a prime location at 7701 Southwest 62nd Avenue, this institution offers a wide range of financial services to its clients. Whether you are looking for investment advice, retirement planning, or wealth management, the experienced professionals at Charles Lang - Raymond James are dedicated to helping you achieve your financial goals. Trustworthy and knowledgeable, this institution is committed to providing top-notch financial solutions tailored to meet your individual needs. Contact Charles Lang - Raymond James today to secure your financial future.

Merrill Lynch Financial Advisor Carlos A Torre is a distinguished finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. With a focus on exemplary client service, Merrill Lynch offers personalized financial approaches for high-net-worth individuals and business owners. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution has been recognized by Forbes for its exceptional wealth management teams and advisors, showcasing their commitment to excellence. By understanding the unique concerns, priorities, and financial resources of each client, Merrill Lynch provides tailored financial solutions to help navigate the complexities of wealth management. The advisors at Merrill Lynch take the time to get to know each client personally, ensuring that their goals and priorities are at the forefront of the financial approach. Through tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis, clients can build personalized plans centered on their goals and aspirations. The institution emphasizes the importance of planning for the future and staying on track to achieve what matters most to each client. With a focus on understanding the individual needs and wants of each client, Merrill Lynch Wealth Management Advisors are dedicated to helping clients reach their financial goals and navigate the ever-changing financial landscape.