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TOP 30 Wealth strategy in Miramar, FL
8 results found
Search for local businesses, places and services near you
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading financial institution located at 13330 Emerald Coast Parkway West in Miramar Beach, Florida, United States. Specializing in personalized wealth management services, Mariner Wealth Advisors offers expert financial planning, investment management, and retirement planning solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to providing top-notch customer service, Mariner Wealth Advisors is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
Clear Harbor Wealth Management
Clear Harbor Wealth Management is a leading finance institution located at 495 Grand Boulevard in the picturesque Miramar Beach, Florida. Our dedicated team of financial experts is committed to providing comprehensive wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, our personalized approach ensures that each client receives tailored solutions to meet their unique needs. Trust Clear Harbor Wealth Management to guide you towards a secure financial future.
Diana Martinez, MD
Diana Martinez, MD is a board-certified pediatric neurologist located at 1971 Southwest 172nd Avenue in Miramar, Florida. Dr. Martinez has special qualifications in child neurology and has a wealth of experience in treating pediatric patients. She earned her medical degree from the Universidad Central de Este, School of Medicine in the Dominican Republic and completed her residency at Shands University Medical Center in Jacksonville, FL. Dr. Martinez has a particular interest in headaches in pediatric patients, neurogenetics, and developmental disorders. She has also taught residents and medical students in pediatrics and neurology. For appointments, visit their additional location at 1150 North 35th Avenue Suite 520 in Hollywood, FL 33021.
Eliezer O. Burgos, CPA, PA
Eliezer O. Burgos, CPA, PA is a well-established accounting and finance institution located at 3350 Southwest 148th Avenue in Miramar, Florida, United States. With over 15 years of experience, our team of experienced CPAs and dedicated support staff are here to assist with all your business and personal financial needs. No matter the complexity of your financial situation, our experts will provide the best strategies and solutions for your business. Our advisors will work closely with you to develop a tax strategy tailored to your specific needs, ensuring that you are maximizing your financial opportunities.
Kristina Elgee - Regions Financial Advisor
Kristina Elgee is a Financial Advisor located at 200 Grand Boulevard in Miramar Beach, Florida. As a part of Regions Investment Solutions, Kristina focuses on providing solutions for immediate financial needs while also helping clients develop a comprehensive strategy to meet long-term financial goals. With a personalized approach, Kristina aims to make the journey towards financial success as easy as possible for her clients. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. This communication is for educational and general marketing purposes only and should not be seen as a recommendation for specific investments. Regions Bank is committed to providing quality service and aims to help clients achieve their financial goals.
Edward Jones - Financial Advisor: Al Quintana
Edward Jones - Financial Advisor: Al Quintana is a trusted financial institution located at 3450 Lakeside Drive in Miramar, Florida, United States. As a leading finance company, we offer personalized investment strategies and financial planning services to help our clients achieve their financial goals. With a dedicated team led by Al Quintana, a seasoned financial advisor with years of experience, we provide expert guidance and support to ensure our clients make informed decisions about their finances. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Al Quintana is here to help you every step of the way. Visit us today to start your journey towards financial success.
Redd Financial Services
Redd Financial Services is a trusted accounting and finance institution located at 3600 South State Road 7 in Miramar, Florida, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Redd Financial Services is dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
Jay Malik
Jay Malik is a renowned institution located at 11820 Miramar Parkway in Miramar, Florida, United States. Specializing in dental tax strategies, accounting, and financial coaching, Jay Malik helps dentists across the country lower their tax burden using approved IRS techniques. Founded in 2006, Less Tax For Dentists offers personalized tax and financial strategies to increase dentists' net wealth. Clients have saved up to 67% in taxes in the first year of implementation. Jay Malik also provides educational courses on tax strategies and financial management for dental practices at conferences and meetings in the US. Contact Jay Malik at 305-563-6000 for expert advice on optimizing your finances.
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