The 30 Best Personalized insurance services in Coral Gables, Florida
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Mellig Group - Wealth Advisors
Mellig Group - Wealth Advisors is a finance institution located at 400 University Drive, Coral Gables, Florida, United States. At Mellig Group, we help you understand your choices, plan with confidence, and empower your life by achieving your financial goals with personalized investment recommendations tailored to your unique needs. Whether it's life insurance, asset protection, or college savings, we navigate life's financial milestones with you, crafting personalized plans that make sense for your individual goals. Our team of expert advisors partners with you to maximize your savings, minimize your tax burden, and provide peace of mind knowing your hard-earned money is securely invested and professionally managed. We empower you to make informed decisions with the highest potential for success, guiding you towards achieving your financial goals.
Iris Segui, LUTCF, CLU
Iris Segui, LUTCF, CLU is a reputable financial institution located at 2655 South Le Jeune Road in Coral Gables, Florida, United States. Specializing in finance, Iris Segui offers expert advice and services in insurance and wealth management. With a focus on providing personalized solutions to meet each client's unique financial goals, Iris Segui is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for insurance coverage or investment strategies, Iris Segui, LUTCF, CLU is committed to providing top-notch financial services to help you achieve financial success.
Margaret Starner - Raymond James
Margaret Starner - Raymond James is a finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. The Starner Group's primary goal is to make a positive and enduring difference in the lives of their clients. With over four decades of experience, they focus on client satisfaction and creating personalized financial plans that enable clients to lead fulfilling lives. The institution believes in ongoing financial planning and offers unlimited access to financial expertise and concierge-level services. Clients can expect guidance on a range of topics including estate planning, 529 accounts, longevity planning, and more. Margaret Starner provides insights on developments that impact the community, the world, and clients' portfolios. The institution believes in the power of ongoing advice and commitment to optimizing results for clients.
TIAA Bank Home Lending
TIAA Bank Home Lending, located at 1430 South Dixie Highway in Coral Gables, Florida, is a financial institution specializing in home lending services. With a focus on providing personalized mortgage solutions, TIAA Bank Home Lending offers competitive rates and exceptional customer service to help individuals achieve their homeownership goals. In addition to their lending services, the institution also provides ATM services for convenient access to funds. Whether you are a first-time homebuyer or looking to refinance your current mortgage, TIAA Bank Home Lending is dedicated to helping you navigate the home loan process with ease.
Alianza Wealth Management Group of Raymond James
Alianza Wealth Management Group of Raymond James is a prestigious financial institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. Specializing in wealth management services, Alianza offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Alianza Wealth Management Group of Raymond James is dedicated to providing top-notch financial services to individuals and businesses alike.
Merrill Lynch Financial Advisor Robert Weintraub
Merrill Lynch Financial Advisor Robert Weintraub, located at 355 Alhambra Circle, Coral Gables, Florida, United States, is a reputable 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. Recognized in the 2024 Forbes “Best-in-State Wealth Management Teams” list, Merrill Lynch Wealth Management Advisors focus on understanding your family, goals, and priorities to create a personalized financial plan. By listening carefully and understanding your current financial situation and future goals, they help you manage investment risk and pursue financial objectives. Through the Investment Personality Assessment, Merrill Lynch gets to know you better as an investor to tailor financial strategies that align with your unique preferences. With a focus on client goals and priorities, Merrill Lynch offers premier customer service, financial tools, and personalized solutions to help you achieve your financial objectives. Contact Merrill Lynch Financial Advisor Robert Weintraub to start building a customized investment approach that addresses your needs and helps you reach your financial goals."
Bayshore Wealth Advisors
Bayshore Wealth Advisors is a reputable finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and transparency, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how Bayshore Wealth Advisors can help you reach your financial goals.
The Farber Law Firm
The Farber Law Firm, located at 2199 Ponce de Leon in Coral Gables, Florida, is a reputable insurance agency and law firm dedicated to advocating for consumers and policyholders. Founded by Mr. Farber, who spent over five years defending insurance companies, the firm uses its expertise in insurance law to ensure that clients receive fair and adequate settlements for their claims. Specializing in representing both residential and commercial insurance policyholders in Miami and throughout Florida, The Farber Law Firm is committed to maximizing insurance claims and achieving the best possible outcomes for its clients. The firm's skilled attorneys provide personalized attention and expert advice on a wide range of legal matters, including personal injury, insurance claims, and business law.
Farrow Law Firm
Farrow Law Firm is a reputable legal institution located at 1 Alhambra Plaza in Coral Gables, Florida. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Farrow Law Firm is here to help. Trust us to advocate for your rights and achieve the best possible outcome for your case.
The Property Advocates
The Property Advocates, P.A. is a reputable lawyer institution located at 2525 Ponce de Leon in Coral Gables, Florida, United States. Specializing in first-party property insurance litigation, the firm is dedicated to ensuring policyholders receive fair and just coverage from their insurers. With a team of experienced attorneys, The Property Advocates, P.A. fights for clients both inside and outside the courtroom, offering compassionate and friendly service throughout the claims process. Whether clients are facing complex, high-value claims or bad faith insurance practices, the firm is committed to providing the support and advocacy needed to achieve a successful outcome. With a focus on helping clients restore their properties and lives, The Property Advocates, P.A. has a proven track record of recovering millions of dollars for their clients. The firm's experienced team is not afraid to go to trial to fight for what their clients deserve, offering personalized care and dedicated support every step of the way.
South Florida Law, PLLC
South Florida Law, PLLC is a boutique law firm with big law firm capabilities, located at 2600 Douglas Road in Coral Gables, Florida. Specializing in real estate transactions, this insurance agency offers expert legal services and personalized attention to meet the unique needs of each client. With a team of experienced attorneys, South Florida Law, PLLC is dedicated to providing top-notch legal representation and guidance. Whether you are buying, selling, or refinancing a property, this firm comes highly recommended for all your real estate needs.
JG Law PLLC
JG Law PLLC is a multi-faceted institution located in the heart of Coral Gables, Florida. Specializing in finance, legal services, and travel arrangements, JG Law PLLC offers a comprehensive range of services to cater to the diverse needs of its clients. With a team of experienced professionals, the institution is dedicated to providing top-notch expertise and personalized solutions to help individuals and businesses navigate the complexities of their financial, legal, and travel requirements. Whether you need assistance with financial planning, legal representation, or travel bookings, JG Law PLLC is committed to delivering exceptional service and results. Visit us at 2525 Ponce de Leon to experience the difference our expertise can make for you.
The Campbell Law Group P.A.
The Campbell Law Group P.A. is a reputable law firm located in Coral Gables, Florida. Specializing in various areas of law, their team of experienced lawyers provide top-notch legal representation and guidance to clients in need. With a commitment to excellence and a track record of successful cases, The Campbell Law Group P.A. is dedicated to serving the community with integrity and professionalism. Whether you are facing a personal injury case, a business dispute, or need assistance with estate planning, The Campbell Law Group P.A. is here to help. Contact them today at 2121 Ponce de Leon for expert legal assistance.
Law Office of Diaz & Nunez Elorza
The Law Office of Diaz & Nunez Elorza is a reputable insurance agency and law firm located at 2100 Ponce de Leon in Coral Gables, Florida, United States. Specializing in providing legal services related to insurance claims, the skilled attorneys at this institution are dedicated to helping clients navigate the complexities of insurance law. With a strong track record of success, they offer personalized and professional representation to ensure the best possible outcomes for their clients. Whether you are dealing with a denied insurance claim or need assistance with legal matters, the Law Office of Diaz & Nunez Elorza is here to provide expert guidance and support.
Vargas Gonzalez Baldwin Delombard, LLP
Vargas Gonzalez Baldwin Delombard, LLP is a prominent law firm located at 121 Alhambra Plaza in Coral Gables, Florida. With additional locations in Miami, Orlando, and Dallas, our team of experienced trial attorneys passionately represent clients in civil litigation disputes and criminal defense matters in Florida and Texas. Our diverse group of attorneys specialize in complex commercial litigation, insurance disputes, personal injury cases, and criminal defense. We are dedicated to providing effective problem-solving solutions through counseling and litigation, always upholding the highest standards of integrity, excellence, and judgment. Our team actively participates in local, state, and national bar associations, as well as business groups and charities, striving to be leaders in both the legal and business communities.
Llaudy Law
Llaudy Law is a full-service law firm located in Coral Gables, Florida, with over seventeen years of experience in providing optimal results for clients. Specializing in health care law, real estate transactions, corporate transactions, and civil litigation, Llaudy Law offers a personalized "VIP" experience to all clients. The firm is known for its expertise in handling Medicare and Medicaid overpayment litigation, transfers and changes of ownership, SBA loans, insurance litigation, and business disputes. Led by trial lawyer Dagmar Llaudy, the firm also offers services in real estate closings, title agents, and escrow disputes. With a dedicated team of professionals, including paralegals Jocelyn Caneda and Jackie Ballester, Llaudy Law is committed to providing stellar representation to both national and international clients in English and Spanish. Contact Llaudy Law today for all your legal needs.
Nguyen Law Firm
Nguyen Law Firm is a reputable legal institution located at 2020 Ponce de Leon in Coral Gables, Florida, United States. Specializing in a wide range of legal services, the firm is dedicated to providing high-quality representation and personalized attention to each client. With a team of experienced attorneys, Nguyen Law Firm is committed to achieving the best possible outcome for every case. Whether you are in need of assistance with family law, immigration, personal injury, or any other legal matter, you can trust Nguyen Law Firm to provide expert guidance and support. Contact them today to schedule a consultation and learn how they can help you with your legal needs.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 355 Alhambra Circle in Coral Gables, Florida, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's unique goals and needs. From retirement income planning to estate planning services, Merrill Lynch Wealth Management offers a holistic approach to financial management. The institution is committed to giving back to the community through volunteerism and charitable outreach. Clients have access to industry-skilled advisors supported by the investing insights of Merrill, a leading global financial services firm. Whether you are looking to plan for retirement, manage concentrated stock positions, or address lifestyle challenges, Merrill Lynch Wealth Management can help you pursue your financial and life goals.
Merrill Lynch Financial Advisor Julio G Mendoza
Merrill Lynch Financial Advisor Julio G Mendoza is a finance institution located at 355 Alhambra Circle, Coral Gables, Florida, United States. They offer wealth management services and personalized financial planning centered around your goals and priorities. Julio Mendoza believes in building strong relationships with clients by understanding their unique needs and aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, they work to develop a tailored approach to help address your financial needs. Their mission is to help clients pursue their goals and manage investment risk effectively. Whether you are planning for retirement, saving for a home, or passing on wealth to future generations, Merrill Lynch Financial Advisor Julio G Mendoza is dedicated to helping you achieve financial success. They offer personalized investment strategies and comprehensive financial solutions to help you navigate the complexities of your financial life. Contact them today to start working towards your financial goals.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Coral Gables, Florida, is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with clients from diverse backgrounds, including retirees, business owners, and corporate executives. We provide personalized advice and guidance to help you create the life and legacy you desire. Our commitment to the community is reflected in our philanthropic efforts and volunteer work. Contact our Private Wealth Advisor to learn more about our financial strategies and services. Please note that insurance products are offered through our affiliate, U.S. Bancorp Investments. Visit our website for more information on our offerings and privacy policies.
Thomas Keane Financial
Thomas Keane Financial is a reputable finance and insurance agency located at 2655 South Le Jeune Road in Coral Gables, Florida, United States. With a strong focus on providing top-notch financial services and insurance solutions, Thomas Keane Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, our team of experienced professionals is here to guide you every step of the way. Trust Thomas Keane Financial to provide you with personalized and reliable financial services that cater to your specific needs.
Julio Revuelta - Raymond James
Julio Revuelta - Raymond James is a finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. Specializing in investment services, financial planning, and wealth management, the institution offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Julio Revuelta - Raymond James provides comprehensive financial guidance to individuals and businesses alike. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Moore & Co., P.A.
Moore & Co., P.A. is a reputable law firm located at 255 Aragon Avenue in Coral Gables, Florida, United States. Specializing in various legal services, the skilled team at Moore & Co., P.A. is dedicated to providing top-notch legal representation and guidance to their clients. With a commitment to excellence and a track record of success, Moore & Co., P.A. is a trusted institution in the legal community. Whether you are in need of assistance with a personal injury case, real estate transaction, or any other legal matter, Moore & Co., P.A. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
DM Law, PA
DM Law, PA is a law firm located at 2525 Ponce de Leon in Coral Gables, Florida, United States. Founded on the principle of relentless pursuit for success, the firm is dedicated to fighting for their clients. Attorney Daniel Martinez, a cyclist himself, understands the dangers that bicyclists face on the road and is committed to providing honest, zealous, and effective legal representation to help clients obtain the best outcome possible for their bicycle accident injuries. DM Law has the knowledge and experience to help clients get compensated for their injuries suffered while riding a bicycle. The firm also handles real estate matters, representing buyers and sellers in residential transactions, examining title, issuing title insurance, serving as settlement agent, and litigating real estate matters related to foreclosures, tenant evictions, and landlord/tenant disputes. Don't let the negligence of others cost you more than it already has - trust DM Law to fight for your rights and get you the compensation you deserve.
Avetrani Financial - Northwestern Mutual
Avetrani Financial - Northwestern Mutual is a finance and insurance agency located at 201 Alhambra Circle in Coral Gables, Florida, United States. With a focus on providing comprehensive financial planning services and insurance solutions, our team at Avetrani Financial is dedicated to helping clients achieve their financial goals and protect their assets. From retirement planning to risk management, we offer personalized strategies tailored to each individual's unique needs. Trust in Avetrani Financial - Northwestern Mutual for expert guidance and support in securing your financial future.
Laura Steckler - Raymond James
Laura Steckler - Raymond James is a trusted finance institution located at 2333 Ponce de Leon in Coral Gables, Florida. With a focus on providing personalized financial services, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Laura Steckler - Raymond James offers tailored solutions to meet your needs. Contact them today to start building a brighter financial future.
The Lubitz Financial Group
The Lubitz Financial Group is a renowned finance institution located at 2525 Ponce de Leon in Coral Gables, Florida, United States. With a strong reputation for providing expert financial services, The Lubitz Financial Group offers a wide range of financial solutions to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management, our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world. Trust The Lubitz Financial Group to provide personalized and strategic financial guidance tailored to your individual needs.
Revilla Group Private Wealth Advisors of Raymond James
Revilla Group Private Wealth Advisors of Raymond James is a leading finance institution located in Coral Gables, Florida. Our team of experienced wealth advisors provides personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, we strive to build long-lasting relationships with our clients based on trust and integrity. Visit us at 2333 Ponce de Leon to learn how we can help you secure your financial future.
Wells Fargo Advisors
Wells Fargo Advisors is a renowned financial institution located at 396 Alhambra Circle in Coral Gables, Florida, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors and experts, Wells Fargo Advisors is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Private Wealth Advisor Michael Thomas Persinski
Merrill Lynch Private Wealth Advisor Michael Thomas Persinski, located at 355 Alhambra Circle in Coral Gables, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention, the institution provides customized services supported by the capabilities of a global financial institution. The private wealth advisors are rigorously trained to meet specialized needs with relationships based on trust and personalized service. Clients have access to strategies designed to help achieve their goals, with a focus on multigenerational wealth management. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service, with a deep understanding of clients' goals and a focus on developing a comprehensive wealth strategy. The institution combines the personalized attention of a smaller firm with the insights of a global financial institution, creating tailored financial strategies for each unique situation. Clients can expect goals-based financial strategies designed to meet their evolving needs, with access to the latest investment insights and strategies. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. The institution offers a range of brokerage, investment advisory, and other services, with a focus on providing personalized wealth management products and services. Investments involve risk, and clients should understand the differences between brokerage and investment advisory services when selecting the right service for their needs. Insurance and annuity products are also offered through Merrill Lynch Life Agency Inc. and other affiliated banks. The institution strives to provide clients with information about products and services that may be of interest, with a focus on relationship-based advertising and online behavioral advertising.
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