TOP 10 Personalized financial services in Coral Gables, Florida

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.

UBS International Division in Coral Gables, Florida is a branch of UBS Financial Services Inc., a global financial institution offering a wide range of financial services. Located at 550 Biltmore Way, UBS International Division provides personalized investment and wealth management solutions to clients in the United States and around the world. With a team of experienced financial advisors, UBS International Division is dedicated to helping clients achieve their financial goals and secure their financial future.

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.

Stephen Schaefer, CFP® - UBS Financial Services Inc. is a renowned finance institution located in Coral Gables, Florida, United States. With a focus on providing personalized financial planning and investment services, Stephen Schaefer, CFP® and his team at UBS Financial Services Inc. are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, the experts at this institution are here to provide tailored solutions to meet your needs. Visit them at 550 Biltmore Way to start your journey towards financial success.

Family Enterprise Partners - UBS Financial Services Inc. is a finance institution located at 550 Biltmore Way in Coral Gables, Florida, United States. Specializing in serving the financial needs of family-owned businesses, Family Enterprise Partners offers a range of wealth management services tailored to the unique needs and goals of family enterprises. With a team of experienced financial advisors, they provide personalized advice and strategies to help families grow and protect their wealth for generations to come.

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.

Merrill Lynch Financial Advisor Gabriela Adessi, located at 355 Alhambra Circle, Coral Gables, Florida, is a trusted finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Ranked on the 2024 Forbes “Best-in-State Wealth Management Teams” list, Merrill Lynch focuses on understanding each client's individual goals and priorities, helping them create a personalized financial plan to pursue their objectives while managing investment risk. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive tailored financial solutions that adapt to their changing life and goals. With access to premier customer service and financial tools, Merrill Lynch Financial Advisor Gabriela Adessi is committed to helping clients achieve their financial goals and stay on track, no matter what changes may arise. Contact Merrill Lynch today to start building a customized investment approach that addresses your needs and aspirations.

Prudential Financial, Inc. is a renowned finance and insurance agency located at 2 Alhambra Plaza in Coral Gables, Florida, United States. With a strong presence in the industry, Prudential Financial offers a wide range of financial services and insurance products to individuals and businesses. Their team of experienced professionals is dedicated to providing clients with personalized solutions to help them achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Prudential Financial is committed to helping you make informed decisions and build a solid financial foundation.

Gables Estates Tax & Advisory is a leading accounting and finance institution located at 396 Alhambra Circle in Coral Gables, Florida, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial advisory, and wealth management. Our dedicated staff is committed to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Trust Gables Estates Tax & Advisory for all your accounting and finance needs.

A&G CPA Firm in Coral Gables, FL is a reputable accounting and finance institution located at 1200 Anastasia Avenue. Our team of experienced certified public accountants provides a wide range of services including tax preparation, financial planning, and consulting to individuals and businesses in the Coral Gables area. With a commitment to professionalism and personalized service, A&G CPA Firm is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Padgett Business Services is a renowned accounting and finance institution located at 299 Alhambra Circle in Coral Gables, Florida, United States. With a team of expert professionals, they provide a wide range of financial services including tax preparation, payroll management, bookkeeping, and financial planning. Whether you are a small business owner or an individual looking for financial expertise, Padgett Business Services offers personalized solutions to help you achieve your financial goals. Their commitment to excellence and attention to detail make them a trusted partner for all your accounting and finance needs.

C. Turner Tax Services is a reputable accounting and finance institution located at 333 Aragon Avenue in Coral Gables, Florida, United States. With a team of experienced professionals, they specialize in providing tax services to individuals and businesses, helping them navigate complex financial matters with ease. Whether you need assistance with tax preparation, planning, or filing, C. Turner Tax Services is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust them to handle all your financial needs with professionalism and expertise.

Personalized Business is a leading institution specializing in accounting and finance services. Located at 2655 South Le Jeune Road in Coral Gables, Florida, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are a small business owner, an individual looking for financial advice, or a corporation in need of accounting services, Personalized Business is here to help. Our commitment to excellence and attention to detail set us apart as a trusted partner in helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Our tax services institution located at 2010 Douglas Road in Coral Gables, Florida offers expert accounting and finance services to individuals and businesses. Our team of professionals is dedicated to providing accurate and efficient tax preparation, planning, and consulting services to help our clients navigate the complexities of the tax system. Whether you need assistance with personal tax returns or require more in-depth financial guidance for your business, our experienced staff is here to help. Trust us to handle all your tax needs with precision and care.

Cantera Tax Services is a reputable accounting and finance institution located at 2300 Coral Way in Coral Gables, Florida, United States. With a team of experienced professionals, Cantera Tax Services offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, Cantera Tax Services is committed to providing personalized and efficient solutions to meet your financial needs. Trust Cantera Tax Services to help you navigate the complex world of taxes and finance with ease and confidence.

Lakeview Loan Servicing, LLC is a finance institution located at 4425 Ponce de Leon in Coral Gables, Florida, United States. They specialize in providing loan servicing solutions to their clients, offering a range of services to meet their financial needs. With a focus on customer satisfaction and efficiency, Lakeview Loan Servicing, LLC is dedicated to helping individuals and businesses manage their loans effectively. Their experienced team is committed to providing top-notch service and support to ensure a smooth and seamless loan servicing experience for all clients.

Bank of America in Coral Gables, Florida offers convenient drive-thru services for customers on the go. Located at 2308 Ponce de Leon, this branch provides a wide range of banking and financial services to meet your needs. Whether you need to make a deposit, withdraw cash, or speak with a financial advisor, our friendly staff is here to assist you. Visit us today to experience the convenience and reliability of Bank of America.

Gulliver Prep | Marian C. Krutulis PK-8 Campus is a primary school located at 12595 Red Road, Coral Gables, Florida, United States. At Gulliver Prep, students are exposed to unparalleled opportunities to explore new experiences, ideas, and worldviews. The dedicated teachers at Gulliver Prep challenge students to discover their talents and passions, while providing a global viewpoint and educational excellence to prepare them for the future. The institution recently opened the Center for Student Life at the PK-8 Campus, a 60,000 square foot facility that is at the heart of student life and learning. With ongoing campus transformations and a focus on strategic goals, Gulliver Prep is committed to empowering students, building a strong community, and fostering academic and personal growth.

Vitae Group is an insurance agency located at 2655 South Le Jeune Road, Coral Gables, Florida, United States. We specialize in taking care of all aspects that guide your life and your assets. With headquarters in Miami and a GLOBAL presence, we work with health insurance (national and international), corporate insurance, life insurance, vehicle insurance, marine insurance, home insurance, financial products, jewelry/art insurance, travel insurance, among many others. We are a ONE STOP SHOP insurance agency. We understand that personalized and efficient service is essential for the peace of mind of our clients, which is why our team of insurance specialists is highly capable of developing the best solution for the security and protection of everything that matters most in your life.

Ileana Cabrera-Rodriguez - State Farm Insurance Agent is an insurance agency located at 1925 Ponce de Leon in Coral Gables, Florida. They offer customizable coverage plans to protect what's important to you, whether it's your family, belongings, or finances. With options for safe driving rewards, bundling discounts, and more, Ileana Cabrera-Rodriguez can help you find the right solution for your needs. They offer auto insurance coverage for various needs, including new drivers, business travelers, and collectors, and can help you save by combining auto and home policies. In addition to auto insurance, Ileana Cabrera-Rodriguez provides insurance coverage for recreational vehicles, homeowners, renters, and personal property. They also offer business insurance options tailored to the needs of small businesses in Coral Gables. State Farm life insurance policies are available to help secure your family's future, and health insurance options can be customized to fit your needs.

Benefitlife is a leading insurance agency located at 400 University Drive in Coral Gables, Florida, United States. Our dedicated team of professionals is committed to providing top-quality insurance products and services to meet the diverse needs of our clients. With a focus on customer satisfaction and personalized care, Benefitlife strives to ensure that individuals and families have the coverage they need to protect their financial well-being. Whether you are looking for life insurance, health insurance, or other types of coverage, Benefitlife is here to help you navigate the complex world of insurance and find the best solutions for your specific situation. Contact us today to learn more about how Benefitlife can benefit you and your loved ones.

Private Risk Managers is a leading insurance agency located at 264 Alhambra Circle in Coral Gables, Florida. Specializing in providing personalized risk management solutions for individuals and families, Private Risk Managers offers a wide range of insurance products to protect against various risks and uncertainties. With a team of experienced professionals, they work closely with clients to assess their unique needs and develop customized insurance plans to safeguard their assets and financial well-being. Whether it's home, auto, or personal liability insurance, Private Risk Managers is dedicated to delivering exceptional service and comprehensive coverage to ensure peace of mind for their clients.

National Life Insurance of Vt is a reputable insurance agency located at 201 Alhambra Circle in Coral Gables, Florida. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the diverse needs of its clients. From life insurance policies to retirement planning and wealth management solutions, National Life Insurance of Vt is committed to providing reliable and personalized coverage to help individuals and families secure their financial future. With a team of experienced professionals and a customer-centric approach, this institution is dedicated to delivering top-notch insurance solutions that offer peace of mind and financial protection.

Enrique G Abreu, LUTCF - Ameritas Life Insurance Corp. is a reputable finance and insurance agency located at 2655 South Le Jeune Road in Coral Gables, Florida, United States. Specializing in life insurance policies, retirement planning, and wealth management solutions, our team of experienced professionals is dedicated to providing personalized financial services to meet the unique needs of our clients. With a commitment to excellence and integrity, we strive to help individuals and families secure their financial futures and achieve their long-term goals. Contact us today to learn more about our services and how we can assist you in protecting and growing your assets.

Enriquez Augusto M is a reputable doctor's office located at 760 Ponce de Leon in Coral Gables, Florida. Specializing in providing high-quality healthcare services, this institution prides itself on offering personalized and compassionate care to patients of all ages. With a team of experienced medical professionals, Enriquez Augusto M is dedicated to ensuring the well-being and health of their patients. Whether you are in need of a routine check-up or treatment for a specific health concern, you can trust Enriquez Augusto M to provide expert medical care in a comfortable and welcoming environment.

Shechter & Associates LLP is a leading accounting and finance firm located in Coral Gables, Florida. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and business consulting. Our commitment to excellence and personalized service sets us apart from other firms. Visit us at 4531 Ponce de Leon to see how we can help you achieve your financial goals.

JNR Law Group, led by Attorney Jeannine N. Rodriguez, is a reputable institution located in the heart of Coral Gables, Florida. Specializing in finance, insurance, and legal services, our team is dedicated to providing expert guidance and representation to clients in need. With a strong track record of successful cases and satisfied clients, we strive to uphold the highest standards of professionalism and integrity in all that we do. Visit us at 300 Sevilla Avenue to learn more about how we can assist you with your financial, insurance, and legal needs.

GreatFlorida Insurance - Mike Carcas is an insurance agency located at 717 Ponce de Leon, Coral Gables, Florida, United States. They offer homeowners insurance to protect your home and family from unexpected calamities, as well as auto insurance to cover collisions, theft, and other damages to your vehicle. The agency also provides boat insurance for smooth sailing on Florida's waters, motorcycle insurance for riders in Coral Gables, and renter's insurance to protect your personal belongings. Additionally, they offer commercial insurance for business vehicles and umbrella insurance for added financial protection. Mike Carcas, the dedicated agent, is a husband and father of two boys who is actively involved in community programs and fundraisers. With 139 locations state-wide, GreatFlorida Insurance is a reliable choice for affordable insurance coverage in Florida.

Izquierdo Law Firm, P.A. is a reputable law office located at 2655 South Le Jeune Road, Coral Gables, Florida, United States. Specializing in DUI and Criminal Defense cases, our experienced team is dedicated to vigorously defending clients facing a variety of charges such as DUI, probation violations, financial crimes, drug offenses, domestic violence, federal misconducts, and more. Led by criminal defense lawyer Daniel Izquierdo, our firm offers compassionate support and expert knowledge of the complex Florida legal system to help clients protect their rights. In addition to criminal defense, we also provide legal counsel for personal injury cases, ensuring that accident victims receive the justice and compensation they deserve. With a focus on domestic violence and sex crimes defense, our firm strives to alleviate the stress and anxiety that come with such serious charges. No matter the case, our goal is to offer clients a personalized and empowering relationship to navigate the legal process successfully. With a strong dedication to our clients, Izquierdo Law Firm, P.A. is committed to providing effective and zealous representation for those in need.

Allstate Insurance: Andres Guilarte is an insurance agency located at 2030 Douglas Road in Coral Gables, Florida. They offer a range of insurance products and services to meet the needs of individuals and businesses in the area. With a focus on customer service and personalized solutions, the team at Allstate Insurance: Andres Guilarte strives to provide peace of mind and financial protection to their clients. Whether you are looking for auto, home, life, or business insurance, you can trust Allstate Insurance: Andres Guilarte to help you find the right coverage at the right price. Contact them today to learn more about their offerings and how they can help you protect what matters most.