Personal investment strategies in Coral Gables, Florida

U.S. Bank - Private Wealth Advisor: Ygnacio Garcia is a prestigious financial institution located at 2525 Ponce de Leon in Coral Gables, Florida. As a private wealth advisor, Ygnacio Garcia provides personalized financial services and expert advice to high-net-worth individuals, families, and businesses. With a focus on wealth management, investment strategies, and financial planning, clients can trust in the expertise and professionalism of U.S. Bank to help them achieve their financial goals.

Atif Sakrani - TIAA Wealth Management Advisor is a leading financial institution located in Coral Gables, Florida. With a focus on providing personalized wealth management services, Atif Sakrani and his team offer expert financial advice to help individuals and families achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Atif Sakrani - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit their office at 20 Giralda Avenue to learn more about how they can help you secure your financial future.

Merrill Lynch Private Wealth Advisor Louis J Chiavacci, located at 355 Alhambra Circle in Coral Gables, Florida, is a leading institution in the finance industry. With a focus on keeping your priorities front and center, Louis Chiavacci and his team provide industry-leading research and expert analysis to help you stay ahead. Recognized on Barron's list of the “Top 1,200 Financial Advisors: State by State” in Florida in 2022, as well as on the “Top 100 Financial Advisors” list in 2021, Louis brings over thirty years of experience in providing wealth management advice to high net-worth families. As a Managing Director and International Private Wealth Advisor at Merrill Private Wealth Management, Louis is dedicated to meeting your specialized needs with relationships based on trust and personalized service. With a background in finance, Louis has also been involved in educating and inspiring future business leaders, serving as a volunteer adjunct professor at the University of Miami Graduate School of Law and working with the Graduate School of Business at Indiana University.

Merrill Lynch Financial Advisor Joao Alvarez, located at 701 Brickell Avenue, Miami, Florida, United States, is dedicated to helping clients develop personalized financial strategies to pursue their long-term goals. The institution focuses on understanding each individual's unique needs and aspirations, offering one-on-one guidance to create tailored plans that address financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Joao Alvarez is committed to building strong client relationships based on trust and personalized service. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to achieve what matters most to them. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch Financial Advisor Joao Alvarez is dedicated to helping clients achieve their goals and live their best financial life.

investment adviser and Member SIPC and a wholly owned subsidiary of BofA Corp. Margarita Carreno Rodriguez is a Private Wealth Advisor at Merrill Lynch located at 355 Alhambra Circle, Coral Gables, Florida. With a focus on multigenerational family finances, Margarita and her team offer personalized attention and boutique-like service to a limited number of clients. As part of Merrill Private Wealth Management, Margarita is rigorously trained to meet specialized needs with trust-based relationships and personalized service. With a commitment to helping clients achieve their goals, Margarita and her team provide insights and strategies to navigate complex wealth management issues. By developing detailed strategies tailored to individual priorities, Margarita believes in using money as a tool to pursue what is most important to each client. She specializes in estate planning, charitable giving, and customized portfolio strategies.

Merrill Lynch Private Wealth Advisor Michael J Beckerman, located at 355 Alhambra Circle, Coral Gables, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. Louis J. Chiavacci, a Managing Director and International Private Wealth Advisor, provides personalized wealth management advice to high net-worth families with over thirty years of experience. Recognized on Barron's list of the “Top 1, 200 Financial Advisors: State by State” and the “Top 100 Financial Advisors” list, Louis is committed to meeting specialized needs with trust and personalized service. As a client of Merrill Private Wealth Management, individuals, families, business owners, and executives have access to services and resources typically reserved for large institutions. The private wealth advisors at Merrill are rigorously trained to understand clients' goals, develop multigenerational wealth strategies, and provide ongoing support and updates as needed. With a goals-based wealth management approach, clients are at the center of every personalized strategy.

Calamos Wealth Management in Miami is a premier financial institution located at 220 Alhambra Circle in Coral Gables, Florida. As a leading provider of wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the best possible financial solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Calamos Wealth Management in Miami is here to help. Contact us today to schedule a consultation and learn more about how we can assist you in achieving your financial objectives.

Merrill Lynch Financial Advisor Fernando Pepper Costa is a renowned finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. We work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Whether you're planning for retirement, saving for a home, or funding a child's education, we are here to help you make investment-related decisions that align with your personal goals. With access to the investment insights of Merrill and banking solutions from Bank of America, we can help address your financial needs and adapt your approach as your life and goals change. Let us work together to help you achieve your financial goals and build a customized investment approach that suits your unique needs and priorities.

Merrill Lynch Financial Advisor John A Flasco is a finance institution located at 355 Alhambra Circle, Coral Gables, Florida, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution focuses on the things that matter most to clients - family, goals, and priorities, even as they evolve over time. With a focus on exceptional wealth management, the team offers global experience, disciplined processes, core competencies, and comprehensive resources to assist affluent families, attorneys, CPAs, investment bankers, and other Financial Advisors. The JET Group within the institution serves globally-oriented families with diverse origins of wealth, offering strategy-based wealth management and solutions-based guidance on complex issues. Clients come from a variety of backgrounds including business owners, entrepreneurs, corporate executives, athletes, and entertainers. The team provides skilled insight, personal service, global investing resources, and banking strength from Bank of America. Services include investment management, risk management, estate planning, tax minimization strategies, banking and lending, and more. The institution is committed to creating a client experience that exceeds expectations in a consistent, client-centric, and cost-effective manner. With a focus on total wealth allocation and long-term relationships, the team aims to help clients preserve and grow their capital for current and future generations. Banking products are provided by Bank of America, N.A. and affiliated banks. Clients are encouraged to consult legal and tax advisors before making financial decisions. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. The institution begins every relationship with a conversation to identify and prioritize clients' goals.

Block Advisors is a trusted institution located at 2610 Ponce de Leon in Coral Gables, Florida. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized financial guidance and support to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, Block Advisors is here to help you navigate the complexities of the financial world with confidence and ease. Trust us to help you achieve your financial goals and secure your financial future.

Prats Fernández & Company is a leading accounting and finance institution located at 999 Ponce de Leon in Coral Gables, Florida, United States. With a team of expert professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking reliable financial guidance. Visit Prats Fernández & Company today to experience top-notch financial expertise and unparalleled customer service.

Extraordinary Immigration PLLC is a premier law firm located at 121 Alhambra Plaza in Coral Gables, Florida, United States. Specializing in immigration law, our firm offers a wide range of services to help individuals and families navigate the complex U.S. immigration system. Whether you are looking to work, study, invest, or travel in the United States, our team of experienced attorneys can assist you in finding the best visa option to suit your needs. We also provide guidance on employment-based and family-based immigration avenues for those looking to make the U.S. their permanent home.

Welcome to Mutual of Omaha® Advisors - Fort Myers, your trusted partner in finance and insurance solutions. Conveniently located at 9530 Marketplace Road, Fort Myers, Florida 33912, our agency is dedicated to providing exceptional financial services and guidance to individuals and businesses in our community. At Mutual of Omaha® Advisors, we pride ourselves on a long history of developing talented professionals through our comprehensive advisor training program. Designed akin to a graduate school education in entrepreneurship, our advanced curriculum equips advisors with the knowledge, skills, and tools needed to confidently embark on a career as a Mutual of Omaha financial advisor.