Tax efficient financial planning in South Miami, FL
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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 -
PBC Accounting and Tax Services Corp
● ClosedPBC Accounting and Tax Services Corp is a reputable accounting and finance institution located at 9700 South Dixie Highway in Miami, Florida, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, payroll processing, financial planning, and more. Clients can rely on PBC Accounting for accurate and reliable financial assistance to help them navigate the complexities of the financial world.
9700 S Dixie Hwy #930, Miami, FL 33156, United States -
Digital Tax Group
● ClosedDigital Tax Group is a leading finance institution located at 5901 Southwest 74th Street in South Miami, Florida, United States. Specializing in digital tax services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on utilizing cutting-edge technology and innovative strategies, we strive to ensure our clients receive the most accurate and efficient tax assistance possible. Whether you need help with tax planning, preparation, or filing, Digital Tax Group is here to help you navigate the complexities of the tax system. Visit us today and let us take the stress out of tax season for you.
5901 SW 74th St SUITE 303, South Miami, FL 33143, United States -
3B Tax & Accounting
● Closed3B Tax & Accounting is a reputable accounting and finance institution located in Miami, Florida. Our experienced team of professionals is dedicated to providing top-notch tax and accounting services to individuals and businesses alike. From tax preparation to financial planning, we have the expertise to help you navigate the complex world of finance. Visit us at 1100 South Miami Avenue and let us take care of all your accounting needs.
1100 S Miami Ave, Miami, FL 33130, 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 -
The Sawyer Group - Morgan Stanley
● OpenThe Sawyer Group - Morgan Stanley is a renowned finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a strong reputation for excellence in financial services, The Sawyer Group - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals provides personalized advice and tailored strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your assets, plan for retirement, or manage your portfolio, The Sawyer Group - Morgan Stanley is dedicated to providing top-notch service and expertise.
200 S Biscayne Blvd 10th Floor, Miami, FL 33131, United States -
Rosie Pachon - TD Wealth Relationship Manager
● ClosedRosie Pachon - TD Wealth Relationship Manager is a finance institution located at 6601 South Dixie Highway in Miami, Florida, United States. As a dedicated wealth relationship manager, Rosie Pachon provides personalized financial guidance and services to clients looking to grow and manage their wealth effectively. With a commitment to building strong and lasting relationships, Rosie Pachon offers expert advice and assistance in investment strategies, retirement planning, estate planning, and more. Whether you are a seasoned investor or just starting out, Rosie Pachon - TD Wealth Relationship Manager is here to help you achieve your financial goals.
6601 S Dixie Hwy, Miami, FL 33143, United States -
Merrill Lynch Private Wealth Advisor Richard Harris
● OpenMerrill Lynch Private Wealth Advisor Richard Harris, 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, part of Merrill Private Wealth Management, provides customized strategies aligned with specific values to meet specialized needs with trust and personalized service. Recognized for exemplary client service, the advisors at Merrill have received accolades from financial industry publications and Bank of America Corporation. They offer strategies designed to help clients achieve their goals using a goals-based wealth management approach. The Rosenfeld Group serves a dynamic and elite clientele with substantial wealth, managing multiple priorities and challenges.
200 S Biscayne Blvd Suite 4500, 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 -
Rocade Solutions, LLC
● ClosedRocade Solutions, LLC is a leading accounting and finance institution located at 3741 South Le Jeune Road in Miami, Florida, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Contact us today to learn more about how Rocade Solutions can help you manage your finances effectively.
3741 S Le Jeune Rd, Coconut Grove, FL 33146, United States -
Lyditz’ Services, LLC
● ClosedLyditz’ Services, LLC is a finance institution located at 20401 Northwest 2nd Avenue, Miami, Florida, United States. Our mission is to offer first-class, value-added professional assistance to our clients. We provide affordable, convenient, and efficient service with a proven track record of success. Our office is open 7 days a week from 10am to 7pm, with evening and weekend appointments available. There are no hidden fees, and we proudly serve Miami-Dade & Broward County, Florida. We specialize in legal document preparation services for individuals who cannot afford a costly attorney, do not require representation, or have sought legal advice but have not retained an attorney. Our services include preparing various forms and documents such as divorces, wills, trusts, name changes, immigration paperwork, and eviction letters. We also assist with filing documents with the appropriate USCIS PO BOX and follow up on pending cases to obtain information.
20401 NW 2nd Ave Suite 214, Miami, FL 33169, United States
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