Strategic personal finance in Miami, FL
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MassMutual Miami
● ClosedMassMutual Miami, located at 1221 Brickell Avenue in Miami, Florida, is a leading finance and insurance agency known for being the most innovative, collaborative, and trusted financial solutions firm in the nation. As part of the Coastal Wealth family, they prioritize integrity, transparency, and ethical conduct, offering a wide range of services tailored to meet the evolving needs of their clients. Their dedicated team of associates, revered for their unmatched expertise, is committed to guiding clients through a personalized financial journey aligned with their aspirations. From comprehensive financial planning to strategic tax planning and beyond, Coastal Wealth goes above and beyond to ensure the financial well-being of their clients and their families.
1221 Brickell Ave #300, Miami, FL 33131, United States -
Strategic Air Finance
● OpenStrategic Air Finance is a leading finance institution located at 1000 Waterford Way in Miami, Florida, United States. Specializing in aviation finance, our expert team provides innovative and tailored financial solutions for individuals and businesses in the aviation industry. With a focus on strategic planning and personalized service, Strategic Air Finance is committed to helping clients achieve their financial goals and maximize their investment in the aviation sector. Contact us today to learn more about how we can assist you with your financial needs.
1000 Waterford Way #930, Miami, FL 33126, United States -
PPMT Strategic Group, Inc
● ClosedPPMT Strategic Group, Inc is a leading accounting and finance institution located in Miami, Florida. Our team of experts provides strategic financial planning and management services to help businesses achieve their goals and maximize their profits. With a focus on personalized solutions and attention to detail, we are dedicated to helping our clients succeed in today's competitive market. Visit us at 16201 Southwest 95th Avenue to learn more about how we can help your business thrive.
16201 SW 95th Ave STE 104, Miami, FL 33157, United States -
Arbitral Finance Inc
● ClosedArbitral Finance Inc is a leading finance institution located at 1200 Brickell Avenue in Miami, Florida, United States. Specializing in providing expert financial services, Arbitral Finance Inc offers a wide range of investment opportunities, wealth management solutions, and financial advisory services to clients. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, Arbitral Finance Inc is committed to providing personalized and strategic financial solutions to meet your needs.
1200 Brickell Ave # 650, Miami, FL 33131, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth is a finance institution located at 801 Brickell Avenue in Miami, Florida, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to financial planning. To learn more about the client experience, you can download their "Experience Is Everything" brochure. With the upcoming elections, Buckingham provides insights on how policy changes may impact various sectors and industries. Additionally, they offer guidance on maximizing the benefits of restricted stock units (RSUs) for organizations looking to retain top talent. Understanding your values and financial goals is at the core of Buckingham's approach to creating a customized financial plan tailored to your needs.
801 Brickell Ave ste 900, Miami, FL 33131, United States -
Enomax Enterprise, LLC
● ClosedEnomax Enterprise, LLC is a leading finance and insurance agency located at 68 Northeast 167th Street in Miami, Florida, United States. Our experienced team is dedicated to providing personalized financial solutions and insurance options to meet the unique needs of our clients. With a commitment to excellence and customer service, Enomax Enterprise, LLC is your trusted partner for all your financial and insurance needs. Contact us today to learn more about how we can help you secure your financial future.
68 NE 167th St #68d, Miami, FL 33162, United States -
Rodriguez-Albizu Group
● ClosedThe Rodriguez-Albizu Group is a renowned health institution located at 601 Brickell Key Drive in Miami, Florida, United States. With a team of highly skilled healthcare professionals, they offer a wide range of medical services to cater to the needs of their patients. From primary care to specialized treatments, the Rodriguez-Albizu Group is dedicated to providing top-quality healthcare in a comfortable and welcoming environment. Visit them today for all your health needs.
601 Brickell Key Dr #700, Miami, FL 33131, United States -
Law Offices of Joseph M Dobkin
● OpenThe Law Offices of Joseph M. Dobkin, located in Miami, Florida, offers over 40 years of legal experience in finance and law. Attorney Dobkin personally handles each case with professionalism and dedication to ensure all client needs are met. With a knowledgeable and friendly staff, Attorney Dobkin approaches each case with respect and dignity, understanding the client's goals and needs. Known for his strategic approach and hard work, Attorney Dobkin builds strong relationships with his clients and provides exceptional legal advice and representation. Serving clients throughout Florida, the Law Offices of Joseph M. Dobkin is a trusted and reputable institution that prioritizes professionalism, expertise, and empathy in all legal matters. Contact them today for a confidential consultation to discuss your case.
9990 SW 77th Ave Penthouse #3, Miami, FL 33156, United States -
Sheleen G Khan Law Office
● ClosedSheleen G Khan Law Office is a trusted institution located at 13499 Biscayne Boulevard in North Miami, Florida, United States. Specializing in finance and legal services, Attorney Sheleen G. Khan is dedicated to providing reliable legal counsel for foreclosures and evictions. With a deep understanding of the law and individual circumstances, she works closely with clients to create personalized plans for success. Ms. Khan is experienced in debt relief, foreclosure avoidance, lien reduction, landlord/tenant issues, real estate matters, condominium disputes, loan modification, contract litigation, and bankruptcy. Notably, she has successfully won lawsuits against foreclosure lenders, like HSBC, helping clients save their homes and eliminate mortgage debt.
13499 Biscayne Blvd t2, North Miami, FL 33181, United States -
EM Financial Services, Llc.
● ClosedEM Financial Services, Llc. is a leading finance institution located at 13500 Southwest 88th Street in Miami, Florida, United States. We specialize in providing a wide range of financial services to our clients, including investment management, retirement planning, and wealth preservation. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Contact us today to learn more about how we can help you secure your financial future.
13500 SW 88th St STE 291, Miami, FL 33186, United States -
Dagel Financial Inc
● ClosedDagel Financial Inc is a reputable finance institution located at 8900 Southwest 117th Avenue in Miami, Florida, United States. With a team of experienced professionals, Dagel Financial Inc offers a wide range of financial services including investment management, wealth planning, and retirement solutions. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Dagel Financial Inc is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Dagel Financial Inc is committed to providing personalized and strategic financial advice to help clients secure their financial future.
8900 SW 117th Ave suite c-108, Miami, FL 33186, United States -
Alpha Accounting & Consulting
● OpenAlpha Accounting & Consulting is a reputable institution located in Miami, Florida, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need assistance with tax preparation, budgeting, or financial planning, our experienced professionals are here to help. Visit us at 12773 Southwest 45th Terrace to learn more about how Alpha Accounting & Consulting can help you achieve your financial goals.
12773 SW 45th Terrace, Miami, FL 33175, United States -
Meketa Investment Group
● OpenMeketa Investment Group is a finance institution located at 5200 Waterford District Drive in Miami, Florida, United States. With a focus on providing investment consulting and advisory services, Meketa Investment Group assists clients in managing their assets and maximizing their financial growth. The institution's team of experts offers personalized solutions tailored to meet the unique needs and goals of each client, ensuring a comprehensive approach to investment management. With a commitment to excellence and a track record of success, Meketa Investment Group is a trusted partner for individuals and organizations seeking to secure their financial future.
5200 Waterford District Dr #120, Miami, FL 33126, United States -
Levanti Wealth
● ClosedLevanti Wealth is a prestigious finance institution located at 4929 Southwest 74th Court in Miami, Florida, United States. With a strong focus on wealth management and financial planning, Levanti Wealth offers a wide range of exciting opportunities for individuals and businesses looking to grow and protect their assets. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Levanti Wealth is here to help you navigate the complexities of the financial world with confidence and peace of mind.
4929 SW 74th Ct, Miami, FL 33155, United States -
Financial Tax & Tech Consulting, LLC
● ClosedFinancial Tax & Tech Consulting, LLC is a top-notch consulting firm located at 10397 North Kendall Drive in Miami, Florida. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing personalized and strategic solutions to help our clients navigate the complexities of the financial world. With a focus on tax planning, technology integration, and compliance, we strive to help businesses and individuals achieve their financial goals and maximize their success. Trust Financial Tax & Tech Consulting, LLC for all your financial needs in Miami, Florida.
10397 N Kendall Dr unit w-8, Miami, FL 33176, United States -
Merrill Lynch Financial Advisor Charu Narain
● ClosedMerrill Lynch Financial Advisor Charu Narain is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. Charu Narain has been with Merrill Lynch Wealth Management since 2005, bringing with her a wealth of experience in banking from various countries including India, Singapore, and South Korea. As a Wealth Management Advisor, Charu focuses on developing customized strategies for corporate executives, professionals, and business owners to help meet their total wealth management needs. Charu holds various certifications including the CERTIFIED FINANCIAL PLANNER™, CPWA®, and CPFA designations. She is dedicated to serving the community and is actively involved in the Women United Group of the United Way of Miami Dade. At Merrill Lynch Wealth Management, Charu believes in starting every relationship with a conversation to understand the client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Charu can build a personalized plan centered around the client's aspirations, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Charu can tailor the financial approach to align with the client's investing preferences and goals.
8840 SW 136th St, Miami, FL 33176, United States -
America's Advisory Group
● ClosedAmerica's Advisory Group is a leading finance institution located at 777 Brickell Avenue in the vibrant city of Miami, Florida. Our team of expert advisors offers a wide range of financial services to help clients achieve their goals and secure their financial future. With a commitment to excellence and personalized service, we strive to provide innovative solutions and strategies tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, America's Advisory Group is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.
777 Brickell Ave #500, Brickell, FL 33131, United States -
CFLG Accountants|Advisors
● ClosedCFLG Accountants|Advisors is a leading institution in accounting and finance located at 8950 Southwest 74th Court, Miami, Florida, United States. We offer a range of services to help businesses manage their finances effectively. With our new client portal and online apps, conducting business with us is easier than ever. Our team goes beyond the numbers to provide deep analysis and strategic guidance, allowing you to make informed business decisions. From payroll processing to tax season assistance, we are here to alleviate the stress of running your business. We are dedicated to helping professional service providers succeed and offer tips on managing business debt and surviving supply chain disruptions. With the right technology and personalized approach, your small business can thrive. Let us help you focus on the wellness of your business, body, and mind. Contact CFLG Accountants|Advisors today to see how we can support your business growth.
8950 SW 74th Ct Suite 1210, Miami, FL 33156, United States -
RC CPAs & Business Advisors
● ClosedRC CPAs & Business Advisors is a reputable accounting and finance institution located at 9350 South Dixie Highway in Miami, Florida, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses seeking financial guidance. Whether you need help with tax compliance or strategic financial planning, RC CPAs & Business Advisors is dedicated to helping you achieve your goals.
9350 S Dixie Hwy #1250, Miami, FL 33156, United States -
Fendz Asset Management
● OpenFendz Asset Management is a boutique finance and insurance agency located at 2997 Day Avenue in Miami, Florida, United States. Since 1997, we have been dedicated to helping our clients create strategic financial plans to achieve their short and long-term goals. With 30 years of expertise and the industry's most advanced financial planning tools, we work closely with each client to develop a personalized financial roadmap that aligns with their unique lifestyle. As independently licensed fiduciaries, we prioritize building deep relationships with our clients to provide personal and impartial counsel. At Fendz Asset Management, our primary objective is to help clients understand their risk tolerance and invest with confidence. We are committed to providing exceptional service and guidance to help our clients achieve financial success.
2997 Day Ave, Miami, FL 33133, United States -
Morgan Stanley Private Wealth Advisors
● OpenMorgan Stanley Private Wealth Advisors is a prestigious finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a focus on providing personalized wealth management services to high-net-worth individuals, families, and organizations, their team of experienced advisors offers tailored investment strategies, financial planning, and comprehensive wealth management solutions. Clients can expect a high level of expertise, discretion, and personalized service to help them achieve their financial goals and secure their financial future.
200 S Biscayne Blvd Ste 1100, Miami, FL 33131, United States -
R&L Schuck - CPAs
● ClosedR&L Schuck - CPAs is a trusted accounting and finance institution located at 6710 Main Street in Miami Lakes, Florida, United States. Our team of certified public accountants are dedicated to providing top-notch financial services to individuals and businesses in the area. With years of experience and expertise, we offer a wide range of services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are a small business owner or an individual looking for personal financial assistance, R&L Schuck - CPAs is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.
6710 Main St #233, Miami Lakes, FL 33014, United States -
Alberto & Company, LLC
● ClosedAlberto & Company, LLC is a reputable institution located at 6600 Cow Pen Road in Miami Lakes, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Alberto & Company, LLC is the trusted choice for all your financial needs.
6600 Cow Pen Rd, Miami Lakes, 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 -
Longaray & Associates Accounting
● ClosedLongaray & Associates Accounting is a reputable accounting firm located in Miami, Florida. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. With a commitment to excellence and a focus on client satisfaction, we offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Conveniently located at 8360 West Flagler Street, our firm is easily accessible to clients in the Miami area. Trust Longaray & Associates Accounting for all your financial needs.
8360 W Flagler St # 203, Miami, FL 33144, United States -
M&A Wealth
● OpenM&A Wealth is a leading finance institution located at 1110 Brickell Avenue in the vibrant city of Miami, Florida, United States. We specialize in providing expert financial services and wealth management solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic investment and financial planning. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, M&A Wealth is here to provide personalized and tailored solutions to meet your specific needs. Visit us today to learn more about how we can help you secure your financial future.
1110 Brickell Ave #430B, Miami, FL 33131, United States -
Barnett Capital Advisors
● ClosedBarnett Capital Advisors is a finance institution located at 444 Brickell Avenue in Miami, Florida, United States. Our mission is to build lasting relationships with our clients and help them achieve their financial goals for generations to come. As an Independent Asset Management and Retirement Planning Firm, we offer unbiased advice, strategic planning, and smart investment strategies to help retirees live the retirement of their dreams. Our dedicated team of Fiduciary Financial Planners will work with you to develop a customized Retirement Analysis & plan that incorporates all financial aspects of your life. Through a disciplined approach to active management, we aim to identify strategic opportunities and provide the steps necessary for you to achieve your desired outcomes in different investment climates and macroeconomic conditions.
444 Brickell Ave STE 820, Miami, FL 33131, United States -
Brice Financial Services
● OpenBrice Financial Services is a leading finance institution located at 2000 North Bayshore Drive in Miami, Florida, United States. With a team of experienced financial experts, Brice Financial Services offers a wide range of financial services including investment management, retirement planning, wealth management, and financial consulting. Whether you are an individual looking to grow your personal wealth or a business seeking strategic financial solutions, Brice Financial Services is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in securing a prosperous financial future.
2000 N Bayshore Dr APT 210, Miami, FL 33137, United States -
American Capital Financial
● ClosedAmerican Capital Financial is a leading finance institution located in the heart of Miami, Florida. With a prime location at 1 Southeast 3rd Avenue, this institution offers a wide range of financial services to individuals and businesses. Whether you are looking for investment opportunities, loans, or financial planning advice, American Capital Financial has a team of experienced professionals ready to assist you. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Visit American Capital Financial today and take the first step towards financial success.
1 SE 3rd Ave Suite 1870, Miami, FL 33131, United States -
Passion Investor
● ClosedPassion Investor is a finance institution located at 117 Northeast 1st Avenue in Miami, Florida, United States. As a leading investment firm, Passion Investor specializes in helping individuals and businesses grow their wealth through strategic investment opportunities. With a team of experienced professionals, we offer personalized financial advice and tailored investment solutions to meet our clients' unique needs and goals. Whether you are a seasoned investor or new to the world of finance, Passion Investor is committed to helping you achieve financial success and secure your future. Contact us today to learn more about how we can help you make the most of your investments.
117 NE 1st Ave, Miami, FL 33132, United States
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