Personalized tax advice in Miami, Florida
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Access Financial Group, Inc.
● OpenAccess Financial Group, Inc. is a finance institution located in Miami, Florida, United States. They provide a wide range of financial services including wealth management, investment advisory, retirement planning, and insurance solutions. With a team of experienced professionals, Access Financial Group, Inc. is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking for insurance coverage, Access Financial Group, Inc. is committed to providing personalized and comprehensive financial solutions to meet your needs.
690 SW 1st Ct, Miami, FL 33130, 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 -
Greenfield Financial of Gardens Wealth Management Wells Fargo Advisors Financial Network
● OpenGreenfield Financial of Gardens Wealth Management is a branch of Wells Fargo Advisors Financial Network located in the heart of Miami Beach, Florida. Our institution is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management services. With a team of experienced financial advisors, we offer a wide range of investment options and financial planning strategies to meet the unique needs of our clients. Visit us at 1111 Lincoln Road to learn more about how we can help you secure your financial future.
1111 Lincoln Rd Suite 500, Miami Beach, FL 33139, United States -
Bank of America Private Client Advisor Jose Pujol
● OpenBank of America Private Client Advisor Jose Pujol, located at 701 Brickell Avenue in Miami, Florida, is a finance institution dedicated to serving high-net-worth individuals, families, and businesses. Senior Vice President Jose Pujol takes pride in simplifying the complex financial lives of his clients by providing personalized strategies to help pursue their financial goals. With extensive experience in areas such as capital-raising, cash management, and wealth transfer, Jose offers strategic guidance on credit and lending opportunities, tax minimization, trust and estate planning, and more. By working closely with clients and their advisors, Jose develops customized strategies tailored to their specific needs and priorities. As a part of Bank of America Private Bank, Jose and his team provide a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial objectives. From preserving wealth to planning for future growth, the institution is dedicated to making clients' goals a top priority. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate the complexities of the financial landscape and provide a bridge across generations.
701 Brickell Ave, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Max A Figueroa
● OpenMerrill Lynch Private Wealth Advisor Max A. Figueroa, 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's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
The Carey Group - UBS Financial Services Inc.
● OpenThe Carey Group - UBS Financial Services Inc. is a reputable finance institution located at 100 Southeast 2nd Street in Miami, Florida. As a part of UBS Financial Services Inc., they offer a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, they provide personalized financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Carey Group - UBS Financial Services Inc. is committed to helping you achieve financial success.
100 SE 2nd St # 2500, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Ricardo Gutierrez
● ClosedMerrill Lynch Private Wealth Advisor Ricardo Gutierrez, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in their pursuit of financial goals. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. The institution has received recognition from financial industry publications and Bank of America Corporation for exemplary client service. Strategies are designed to help clients achieve their goals through a goals-based wealth management approach that puts clients at the center of every personalized strategy.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
United Way Center for Financial Stability
● ClosedThe United Way Center for Financial Stability, located at 11500 Northwest 12th Avenue in Miami, Florida, is dedicated to helping working individuals and families achieve financial independence. With three convenient sites in Miami-Dade, we offer a range of financial services including coaching, education, and tax preparation to help residents overcome their financial challenges. Our goal is to empower you to shape your financial future and build a financially resilient community. United Way Miami is recognized for our efficient and effective operations, receiving high ratings from charity watchdog organizations. Join us in making a positive impact in your community and take control of your financial well-being with the United Way Center for Financial Stability.
11500 NW 12th Ave, Miami, FL 33168, United States -
Inteam Financial Services Inc
● ClosedInteam Financial Services Inc is a reputable financial institution located at 734 Northeast 167th Street in Miami, Florida. With a strong focus on providing top-notch financial services to individuals and businesses, Inteam Financial Services Inc offers a wide range of financial solutions including wealth management, investment planning, retirement planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Inteam Financial Services Inc is committed to providing personalized and comprehensive financial advice tailored to your specific needs.
734 NE 167th St, Miami, FL 33162, 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 -
Alvaro Uribe - Morgan Stanley
● OpenAlvaro Uribe - Morgan Stanley is a prestigious finance institution located at 9130 South Dadeland Boulevard in Miami, Florida, United States. With a strong reputation for providing top-notch financial services, Alvaro Uribe - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for financial planning, investment advice, or asset management, Alvaro Uribe - Morgan Stanley is committed to providing personalized and comprehensive financial solutions to meet your needs.
9130 S Dadeland Blvd Ste 1702, Miami, FL 33156, United States -
H&R Block
● ClosedH&R Block is a leading accounting and finance institution located at 16223 Southwest 88th Street in Miami, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals.
16223 SW 88th St, Miami, FL 33196, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 8317 West Flagler Street in Miami, Florida, United States. With a team of expert accountants and financial advisors, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of accounting services, H&R Block is here to provide you with professional and reliable assistance. Visit us today to take control of your financial future.
8317 W Flagler St, Miami, FL 33144, United States -
J & O Accounting Services Inc
● ClosedJ & O Accounting Services Inc is a reputable accounting and finance institution located at 13831 Southwest 59th Street in Miami, Florida, United States. Our team of experienced professionals are dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, we are here to assist you every step of the way. Trust J & O Accounting Services Inc for all your accounting and finance needs.
13831 SW 59th St #205, Miami, FL 33183, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 18484 Northwest 67th Avenue in Miami Gardens, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and exceptional service. Visit us today to see how we can help you achieve your financial goals.
18484 NW 67th Ave Ste 6, Miami Gardens, FL 33015, United States -
Block Advisors
● ClosedBlock Advisors is a reputable accounting and finance institution located at 100 Southeast 2nd Street in Miami, Florida. With a team of experienced professionals, Block Advisors offers a wide range of financial services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for help with your personal finances or a business owner seeking expert advice, Block Advisors is committed to providing personalized solutions to meet your needs. Trust Block Advisors to help you navigate the complexities of the financial world and achieve your financial goals.
100 SE 2nd St, Miami, FL 33131, United States -
Rey Accounting
● OpenRey Accounting is a reputable institution located in Miami, Florida, United States, at the address 8000 Southwest 81st Drive. Specializing in accounting and finance, Rey Accounting offers a wide range of services to individuals and businesses alike. With a team of experienced professionals, they provide expert financial advice, tax planning, bookkeeping, and more. Whether you need help with managing your personal finances or running a successful business, Rey Accounting is dedicated to helping you achieve your financial goals. Visit their office today to see how they can assist you in navigating the complexities of the financial world.
8000 SW 81st Dr, Miami, FL 33143, United States -
Aneiros & Accountants Co
● ClosedAneiros & Accountants Co is a reputable accounting and finance institution located at 85 Grand Canal Drive in Miami, Florida, United States. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and more. We are dedicated to helping individuals and businesses achieve their financial goals with personalized and expert advice. Contact us today to learn how we can assist you with your accounting and finance needs.
85 Grand Canal Dr # 406, Miami, FL 33144, United States -
Miguel E Turbay CPA
● ClosedMiguel E Turbay CPA is a trusted institution located in Miami, Florida, specializing in accounting, finance, health, insurance agency, and travel agency services. As a licensed Certified Public Accountant with over 35 years of experience, owner Miguel Turbay ensures that clients receive expert advice and assistance with tax preparation, accounting, insurance, and more. The institution also offers Notary Public and Western Union services, with staff fluent in Spanish to cater to a diverse clientele. Whether you need help with tax planning, IRS representation, insurance policies, immigration paperwork, or travel arrangements, Miguel E Turbay CPA is dedicated to providing personalized and reliable services to meet your needs. Contact us today to experience the highest level of professionalism and expertise in financial and travel services."
2138 SW 67th Ave, Miami, FL 33155, United States -
Lilia R. Peraza, CPA, P.A.
● ClosedLilia R. Peraza, CPA, P.A. is a reputable accounting and finance institution located at 7001 Southwest 97th Avenue in Miami, Florida, United States. With a team of experienced professionals led by certified public accountant Lilia R. Peraza, the institution offers a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized and expert advice to help them navigate the complex world of finance with confidence. Whether you are an individual or a business owner, Lilia R. Peraza, CPA, P.A. is committed to helping you achieve your financial goals.
7001 SW 97th Ave Suite 203A, Miami, FL 33173, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1063 Southwest 27th Avenue in Miami, Florida, United States. With a strong reputation for providing expert tax preparation services, financial advice, and a range of other financial services, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning to achieve their financial goals. Whether you need assistance with tax filing, budgeting, or investment strategies, H&R Block is committed to providing personalized and reliable services to meet your needs.
1063 SW 27th Ave, Miami, FL 33135, United States -
RMW Accounting
● ClosedRMW Accounting, located at 2899 Grand Avenue in Miami, Florida, is a trusted institution specializing in accounting and finance services. Our team of experienced accountants uses advanced tax software to tailor financial solutions to meet the unique needs of each client. With a diverse network of providers, we are equipped to assist clients at every stage of development, from startups to established businesses. Our expertise spans across various industries and sectors, offering services such as bank account reconciliation, earnings reports, and balance sheets. We prioritize understanding our clients from all angles to provide comprehensive solutions to any financial challenges they may face. Trust and professionalism are the cornerstones of our tax services, and we are dedicated to guiding clients through important business decisions.
2899 Grand Ave, Miami, FL 33133, United States -
Brian L. Baker, CPA, P.A.
● ClosedBrian L. Baker, CPA, P.A. is a reputable accounting and finance institution located at 1900 Glades Road in Boca Raton, Florida, United States. Since 2003, they have been offering personalized, full-service accounting services to clients in Miami and Boca Raton. With a team of experienced professionals, they provide expert financial advice and assistance to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, Brian L. Baker, CPA, P.A. is dedicated to providing top-notch service and helping clients achieve their financial goals.
1900 Glades Rd #356, Boca Raton, FL 33431, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 1303 Northeast 163rd Street in North Miami Beach, Florida. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a small business owner, H&R Block is dedicated to helping you navigate the complexities of taxes and financial management. Visit us today to experience personalized service and expert advice that will help you achieve your financial goals.
1303 NE 163rd St, North Miami Beach, FL 33162, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 683 Northeast 125th Street in North Miami, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for personal financial guidance or a business in need of accounting services, H&R Block is dedicated to providing expert assistance to help you achieve your financial goals. Visit us today to see how we can help you manage your finances effectively.
683 NE 125th St Storefront B, North Miami, FL 33161, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 9013-9015 Biscayne Boulevard in Miami Shores, Florida. With a reputation for providing expert tax preparation services and financial advice, H&R Block is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial planning. Whether you need assistance with filing your taxes, managing your investments, or planning for your financial future, H&R Block's team of professionals is here to help. Visit us today to experience personalized and reliable financial services.
9013-9015 Biscayne Blvd, Miami Shores, FL 33138, United States -
Castro & Co.
● ClosedCastro & Co. is a renowned institution specializing in accounting, finance, and legal services. Located at 701 Brickell Avenue in Miami, Florida, their team of experts provides top-notch financial and legal advice to individuals and businesses alike. With a reputation for excellence and a commitment to client satisfaction, Castro & Co. is a trusted partner for all your financial and legal needs. Whether you're looking for tax advice, financial planning, or legal representation, you can count on Castro & Co. to provide professional and personalized service.
701 Brickell Ave #1550, Miami, FL 33131, United States -
Cedric D. Alexander - Morgan Stanley
● OpenCedric D. Alexander - Morgan Stanley is a leading financial institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. As a branch of Morgan Stanley, a global leader in wealth management and financial services, Cedric D. Alexander offers a wide range of financial solutions and expertise to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment advice, wealth management services, and financial planning to clients in the Miami area and beyond. Trust Cedric D. Alexander - Morgan Stanley for all your financial needs.
200 S Biscayne Blvd Ste 1100, Miami, FL 33131, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 741 5th Street in Miami Beach, Florida, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch expertise and customer service to meet your needs. Visit us today to experience the difference that H&R Block can make for your financial success.
741 5th St, Miami Beach, FL 33139, United States -
Axiom Advisors
● ClosedAxiom Advisors is a leading accounting and finance institution located at 218 Northwest 24th Street in Miami, Florida, United States. Our team of experienced professionals provides expert financial advice and strategic guidance to individuals and businesses alike. With a focus on integrity, accuracy, and innovation, we are dedicated to helping our clients achieve their financial goals and maximize their success. Whether you need help with tax planning, investment strategies, or business consulting, Axiom Advisors is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you reach your financial objectives.
218 NW 24th St 2nd Floor, Miami, FL 33127, United States
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