It advisory in Miami, FL
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Carlos Eduardo Barahona
● OpenCarlos Eduardo Barahona is a reputable doctor and health institution located at 8900 North Kendall Drive in Miami, Florida, United States. Known for providing exceptional medical care and services, this hospital is dedicated to improving the health and well-being of its patients. With a team of experienced and compassionate healthcare professionals, Carlos Eduardo Barahona offers a wide range of medical treatments and services to meet the diverse needs of its patients. Whether you are in need of routine check-ups, specialized treatments, or emergency care, you can trust Carlos Eduardo Barahona to provide top-notch medical care in a welcoming and supportive environment.
8900 N Kendall Dr, Miami, FL 33176, United States -
Marival Insurance LLC
● OpenWelcome to the virtual office of Marival Insurance, your free life insurance advisory agency that pays benefits in life and comprehensive health insurance. Here you can read news related to Obamacare and private health insurance, as well as supplementary plans against accidents, hospitalizations, and illnesses; in addition, dental coverage and other life insurance related to paying benefits in life and allowing you to obtain tax-free savings for your retirement. Health Insurance Life Insurance Retirement Plans
8880 SW 8th St #442756, Miami, FL 33144, United States -
Skylake Insurance
● OpenSkylake Insurance is a health and insurance agency located at 1810 Northeast Miami Gardens Drive, North Miami Beach, Florida, United States. In addition to standard car insurance policies, they also specialize in non-standard auto insurance to meet individual needs. Their team of agents can customize affordable and comprehensive policies tailored to each client. For health insurance, Skylake Insurance works with clients to make healthcare more affordable by providing coverage that meets their specific needs without unnecessary expenses. As an independent insurance agency, they have the ability to shop multiple carriers to offer the best home insurance options with tailored coverage.
1810 NE Miami Gardens Dr, North Miami Beach, FL 33179, United States -
LatourLaw, P.A.
● ClosedLatourLaw, P.A. is an international AV Preeminent law firm with offices in Miami, Florida and Ho Chi Minh City, Vietnam. The firm specializes in providing legal advisory services to Vietnamese clients looking to invest in the U.S. as well as U.S. companies seeking opportunities in Vietnam. With expertise in areas such as US EB5 Investment, business and investment visas, real estate investment, international tax and estate planning, and corporate formation, LatourLaw offers comprehensive legal advice to clients on a wide range of issues. Founded by Attorney José E. Latour, who has over 25 years of experience in advising international clients on global investments, the firm is known for its honesty, intelligence, and trustworthiness in the EB-5 arena. Attorney Laura Callava, Vice President of AVS and Managing Attorney for Latour Law, brings her expertise in compliance and regional center operations to the firm. With a strong reputation for excellence and integrity, LatourLaw is a trusted partner for clients seeking legal support in international business expansion, investment-based immigration, and more. Located at 4500 Biscayne Boulevard, Suite 206 in Miami, Florida, LatourLaw, P.A. is dedicated to providing top-notch legal services to clients in the U.S. and Southeast Asia.
4500 Biscayne Blvd STE 206, Miami, FL 33137, United States -
Steve Calvar P.A.
● ClosedSteve Calvar P.A. is an accounting and finance institution located at 9560 Southwest 107th Avenue in Miami, Florida, United States. Our goal is to take the stress out of running your business by providing deep analysis and strategic guidance to help you make smart business decisions. We offer dedicated advisory services to keep you on a healthy financial path, manage your cash flow, and assist with tax season burdens. Our online apps make it easy to conduct business with us, and our new client portal via Onvio Client Center provides a convenient way to stay connected. Whether you need help getting your new business off the ground or managing your business debt effectively, we are here to support you. With the right technology and strategies, your small business can thrive even during supply chain disruptions. Let us help you focus on the wellness of your business, body, and mind, and curate a holiday feast that accommodates all dietary preferences. Contact us today to see how we can help your business succeed.
9560 SW 107th Ave Suite 107, Miami, FL 33176, United States -
The Norcini Consulting Group - UBS Financial Services Inc.
● OpenThe Norcini Consulting Group - UBS Financial Services Inc. is a prestigious finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. With a strong reputation for providing top-notch financial services, the institution is known for its expertise in wealth management, investment advisory, and financial planning. Clients can expect personalized and comprehensive financial solutions tailored to their individual needs and goals. The team of experienced professionals at The Norcini Consulting Group - UBS Financial Services Inc. is dedicated to helping clients achieve financial success and security.
100 SE 2nd St # 2500, 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 -
Internos Group
● ClosedInternos Group is a Miami-based IT services company located at 5781‑B Northwest 151st Street, Miami, Florida. We understand the challenges businesses face when it comes to technology and strive to provide customized solutions to meet their unique needs. From IT support and cybersecurity to business continuity and disaster recovery services, we have the expertise to safeguard your organization and keep you on course. Our team of business technologists goes beyond just fixing tech problems; we use our decades of experience to help you achieve your goals. Trust Internos Group to be your reliable technology partner and guide you through the ever-changing IT landscape. Contact us today to see how we can help your business thrive.
5781‑B NW 151st St, Miami, FL 33014, United States -
My CPA, PA
● ClosedMy CPA, PA is a premier accounting and finance institution located at 15800 Pines Boulevard in Pembroke Pines, Florida, United States. Our team of expert Miami CPAs is dedicated to providing comprehensive services to help individuals and businesses manage their finances with ease. At My CPA, PA, we offer a range of online apps to streamline your business transactions and make working with us simple and convenient. Our experienced team can handle payroll processing, tax planning, and preparation, as well as provide deep analysis and strategic guidance to help you make informed business decisions.
15800 Pines Blvd # 203, Pembroke Pines, FL 33027, 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 -
MR Valuation Consulting | Appraisals, Business Valuations, Cost Segregations, Litigation Support
● ClosedMR Valuation Consulting is a leading institution located in Miami Beach, Florida, specializing in appraisals, business valuations, cost segregations, and litigation support. Our team of experts is dedicated to providing value conclusions and consulting advisory to help you understand the potential of your business, prepare for taxable events, secure funding, and increase revenue and profits. With a focus on empowering your business decisions, our accredited appraisers, business valuation analysts, and real estate experts work diligently to identify tangible and intangible assets, analyze financial conditions, and assess market landscapes to provide well-documented reports with credible value conclusions.
1688 Meridian Ave 7th floor, Miami Beach, FL 33139, United States -
Stonegate Global Fund Services
● ClosedStonegate 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.
200 S Biscayne Blvd, Miami, FL 33131, United States -
Day Pitney LLP
● ClosedDay Pitney LLP is a prestigious law firm located in Miami, Florida, United States. With a long history of providing top-notch legal services, Day Pitney LLP is known for its expertise in a wide range of practice areas including corporate law, real estate, litigation, and more. The firm is committed to delivering exceptional results for its clients and has a reputation for professionalism and integrity. With a team of highly skilled attorneys, Day Pitney LLP is dedicated to providing personalized and strategic legal solutions to meet the unique needs of each client.
396 Alhambra Circle North, Tower, 14th Floor, Miami, FL 33134, United States -
Hernan Perez - Thrivent
● ClosedHernan Perez - Thrivent is a finance institution located at 11020 North Kendall Drive in Miami, Florida, United States. Licensing for insurance products is available through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about professional designations and requirements, visit Thrivent's website or FINRA's Broker Check.
11020 N Kendall Dr Ste 108, Miami, FL 33176, United States -
Keith Berman - Thrivent
● ClosedKeith Berman - Thrivent is a finance institution located at 11020 North Kendall Drive in Miami, Florida, United States. They are licensed in multiple states including CO, FL, GA, NC, NJ, NY, PA, SC, TN, TX, and VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage further through their Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. They emphasize the importance of consulting legal, accounting, and tax professionals for specific advice. Visit their website for more information on their services and licensed financial advisors.
11020 N Kendall Dr Ste 108, Miami, FL 33176, United States -
Merrill Lynch Financial Advisor Luis A Caceres
● ClosedMerrill Lynch Financial Advisor Luis A Caceres is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. As your Merrill advisor, Luis Caceres can provide personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Luis can help you create a flexible financial plan that adapts to changing market conditions. Luis Caceres follows the Merrill tradition of community involvement, volunteering with organizations in the community. Through Merrill Personal Wealth Analysis™, he can build a personalized plan focused on your goals and priorities. By understanding your values and aspirations, Luis can help you pursue your financial goals through personalized wealth management strategies.
8840 SW 136th St, Miami, FL 33176, United States -
David Sosa - Regions Financial Advisor
● ClosedDavid Sosa - Regions Financial Advisor is a trusted institution located at 3516 Main Highway, Miami, Florida, United States. David Sosa, a Financial Advisor in Coconut Grove, FL for Regions Investment Solutions, is dedicated to helping clients meet their immediate and long-term financial goals. With a personalized approach, David will create a comprehensive strategy tailored to your specific needs. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, along with investment advisory services through Regions Investment Management, Inc. As a Registered Investment Adviser, RIM is a wholly owned subsidiary of Regions Bank, providing expert advice and strategies for clients.
3516 Main Hwy, Coconut Grove, FL 33133, United States -
Merrill Lynch Financial Advisor Paul Greyson
● ClosedMerrill Lynch Financial Advisor Paul Greyson is located at 200 South Biscayne Boulevard in Miami, Florida, United States. Paul works with an exclusive group of Ultra-High-Net-Worth investors and investment managers, drawing from his firsthand experience in working with UHNW families and as an independent investment manager. He believes in treating all clients as if they are members of his own family, understanding the complexities of building significant wealth. With a background in launching and managing a hedge fund and working as an Analyst for Morgan Stanley, Paul graduated from Northwestern University with a B.S. in Communications Studies. Outside of work, he enjoys playing racquet sports, exploring new restaurants in Miami, and collecting art. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans centered on clients' goals and aspirations. Paul's mission is to understand each client individually, asking thoughtful questions and designing personalized plans to help them achieve their financial objectives while managing investment risk. By focusing on potential solutions tailored to each client's unique circumstances, Paul aims to turn goals into reality.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Richard Harris
● OpenMerrill 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.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
John Beggs - UBS Financial Services Inc.
● OpenJohn Beggs - UBS Financial Services Inc. is a reputable finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. With a focus on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment banking, and asset management. Clients can expect personalized financial solutions tailored to their individual needs and goals. With a team of experienced professionals, John Beggs - UBS Financial Services Inc. is dedicated to helping clients achieve financial success and security.
100 SE 2nd St Suite 2400, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Manuel J Escobio
● ClosedMerrill 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.
701 Brickell Ave 11th Floor, Miami, FL 33131, 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 -
Merrill Lynch Financial Advisor Corey B. Daniels
● ClosedMerrill Lynch Financial Advisor Corey B. Daniels, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Corey can create a flexible strategy tailored to today's market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, Corey is committed to helping you pursue your goals through personalized wealth management strategies. Corey Daniels follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, Corey can build a personalized plan centered on your goals and aspirations. By focusing on what matters most to you - whether it's transferring wealth, planning for retirement, or funding a child's education - Corey works to develop a financial approach that aligns with your values and priorities.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Caceres & Caceres PA
● ClosedCaceres & Caceres PA is a well-established accounting and finance institution located at 1035 Southwest 87th Avenue in Miami, Florida. Since opening its doors in 1972, the firm has been dedicated to meeting the needs of small businesses and individuals in the areas of accounting, bookkeeping, tax planning, and auditing. The experienced team at Caceres & Caceres PA offers a wide range of services including tax planning, litigation support, business consulting, information system consulting, and management advisory services. As a family-run business for over four decades, Caceres & Caceres PA prides itself on providing personalized solutions to each client's financial needs. With a focus on personal, professional, and quality service, Caceres & Caceres PA is committed to helping clients make the best financial decisions to ensure continued growth and success.
1035 SW 87th Ave, Miami, FL 33174, United States -
Servicios y taxes
● ClosedServicios y Taxes is a financial institution located at 13590 Southwest 134th Avenue in Miami, Florida, United States. We offer accounting, finance, and legal services to our clients. At our institution, we do not need to check your credit. We have a limited number of slots available each month for our services. You can file your taxes yourself using our mobile app - simply upload your information and one of our accountants will review it, call you with the results, and you can authorize and pay for just $60. Alternatively, you can work with one of our professional accountants for up to 2 hours of assistance.
13590 SW 134th Ave Suite 205, Miami, FL 33186, United States -
Sueiras & Amador
● ClosedSueiras & Amador is an accounting and finance institution located at 9560 Southwest 107th Avenue, Miami, Florida, United States. Established in 1998 by two experienced Certified Public Accountants, the institution prides itself on providing high-quality services founded on integrity, trust, and knowledge. The partners at Sueiras & Amador combine their expertise to offer refined approaches to accounting, tax, and business advisory services. The institution values its staff as its greatest asset and only hires top-quality professionals. Sueiras & Amador believes in putting the client first and aims to help businesses reach their maximum potential for growth and success. The institution's services include accounting assistance, tax consulting, and strategic planning to help businesses thrive. Sueiras & Amador is dedicated to building lasting relationships with clients by offering a range of professional services tailored to their needs.
9560 SW 107th Ave Suite 107, Miami, FL 33176, United States -
Fiske - Legal Litigation Solutions
● ClosedFiske - Legal Litigation Solutions is a highly reputable accounting and finance institution located at 2385 Northwest Executive Center Drive in Boca Raton, Florida, United States. Many businesses and high-net-worth individuals trust Fiske for a wide range of accounting and tax services, including tax advice, preparation, litigation support, business valuation, and advisory services. Their team of certified public accountants, Certified Fraud Examiners, and Certified Financial Forensics professionals specialize in forensic accounting services to help individuals and businesses protect their assets. Whether it's employee theft, fraud, embezzlement, divorce, civil litigation, or probate matters, Fiske's experts can provide expert testimony and accurate financial analysis.
2385 NW Executive Center Dr SUITE 100, Boca Raton, FL 33431, United States -
Tax Team USA
● ClosedTax Team USA is a leading accounting and finance institution located at 1021 Northeast 144th Street in North Miami, Florida. Our team of experts specializes in providing comprehensive tax services to individuals and businesses across the United States. With years of experience and a commitment to excellence, we ensure that our clients receive the best possible guidance and support when it comes to managing their finances and maximizing their tax savings. Whether you need help with tax planning, preparation, or representation, Tax Team USA is here to help you navigate the complex world of taxation with confidence and peace of mind.
1021 NE 144th St, North Miami, FL 33161, United States -
Emerald LP
● ClosedEmerald LP is a prestigious institution located at 244 Northwest 72nd Terrace in Miami, Florida, United States. Known for its excellence in providing top-notch financial services, Emerald LP is dedicated to helping clients achieve their investment goals and secure their financial future. With a team of experienced professionals and a commitment to transparency and integrity, Emerald LP is a trusted partner for individuals and businesses looking to grow and protect their wealth. Whether you are looking to diversify your portfolio, plan for retirement, or navigate complex financial markets, Emerald LP is here to provide expert guidance and personalized solutions tailored to your unique needs.
244 NW 72nd Terrace, Miami, FL 33150, United States -
GRUPO SIEspaña
● ClosedGRUPO SIEspaña is a renowned institution with over 20 years of experience in the field of migration, providing professional and specialized advice when it comes to emigrating. Located at 1200 Brickell Avenue, Miami, Florida, United States, we offer real options and design migration plans focused on obtaining Spanish Residency and Nationality. Our team includes a unique group of local companies that we make available to our clients to cover all their needs before, during, and after the migration process. We introduced the migration route known as "Residency by Demonstration of Funds" in 2013, through which thousands of families have been able to emigrate to Spain without the need for investment. It is the recommended option for clients who wish to spend most of their time in Spanish territory and can demonstrate the required financial funds to qualify.
1200 Brickell Ave #1950, Miami, FL 33131, United States
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