Best Financial Advisors in Aventura, FL

We did the hard work of finding trustworthy partners in Aventura, FL. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Aventura, FL Fiduciary Financial Advisors

Merrill Lynch Wealth Management Advisor Ehsan S. Bassam
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 918-2837
Constellation Wealth Management - UBS Financial Services Inc.
Location 18851 NE 29th Ave 11th Floor, Aventura, FL 33180, USA
Phone (305) 682-4644
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 18851 NE 29th Ave Suite 501, Aventura, FL 33180, USA
Phone (833) 752-6333
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174

4 out of 5

Location Harbour Center, 18851 NE 29th Ave, Aventura, FL 33180, USA
Phone (305) 933-9987
Merrill Lynch Wealth Management Advisor Bryan P Jacobs
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 918-2835
Edward Jones - Financial Advisor: Robert E Diaz
SEC File# 801-3297
CRD# 250
Location 20200 W Dixie Hwy Ste 704, Aventura, FL 33180, USA
Phone (305) 945-5175
Merrill Lynch Wealth Management Advisor Joel R Fishkin
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 933-6236
Merrill Lynch Wealth Management Advisor Bradley M Lipkowitz
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 918-7706
Ofer Levy - Raymond James
Location 18851 NE 29th Ave Ste 407, Aventura, FL 33180, USA
Phone (305) 466-4655
The Ponczek Group - UBS Financial Services Inc.
Location 18851 NE 29th Ave 11th Floor, Aventura, FL 33180, USA
Phone (305) 692-5182
Edward Jones - Financial Advisor: Simon Dahan
SEC File# 801-3297
CRD# 250
Location 20200 W Dixie Hwy Ste 704, Aventura, FL 33180, USA
Phone (305) 945-5175
Evolution Wealth Advisors
SEC File# 801-111646
CRD# 285142
Location 20900 NE 30th Ave #517, Aventura, FL 33180, USA
Phone (305) 921-4740
Wells Fargo Advisors

5 out of 5

Location 19950 W Country Club Dr Suite 900, Aventura, FL 33180, USA
Phone (305) 935-3800
Northwestern Mutual - The Aventura Group

5 out of 5

Location 19950 W Country Club Dr Ste 802, Aventura, FL 33180, USA
Phone (305) 405-3600
Morris Financial - Northwestern Mutual

5 out of 5

Location 19950 W Country Club Dr #802, Aventura, FL 33180, USA
Phone (305) 405-3617
Steven Weisberg - Raymond James
Location 18851 NE 29th Ave UNIT 407, Aventura, FL 33180, USA
Phone (305) 466-4655
Ameriprise Financial
Location 19495 Biscayne Blvd, Aventura, FL 33180, USA
Phone (305) 914-3945
Frye Financial Center

4 out of 5

Location 20900 W Dixie Hwy, Aventura, FL 33180, USA
Phone (305) 931-3200
Merrill Lynch Wealth Management Advisor Kevin James King
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 933-6237
Javier Himelstein - Morgan Stanley
Location 20807 Biscayne Blvd 5th&6th, Aventura, FL 33180, USA
Phone (305) 937-7141
Carlos Fonseca - Morgan Stanley
Location 20807 Biscayne Blvd 5th &, 6th Fl, Aventura, FL 33180, USA
Phone (305) 936-2733
Pedro Villari - UBS Financial Services Inc.
Location 18851 NE 29th Ave 11th Floor, Aventura, FL 33180, USA
Phone (305) 682-4636
The Medina Group - Morgan Stanley
Location 20807 Biscayne Blvd 5th &, 6th Fl, Aventura, FL 33180, USA
Phone (305) 937-6843
Aventura, FL Private Wealth Management - UBS Financial Services Inc.
Location 18851 NE 29th Ave 11th Floor, Aventura, FL 33180, USA
Phone (305) 933-9987
Louis Greif - Morgan Stanley
Location 20807 Biscayne Blvd 5th&6th, Aventura, FL 33180, USA
Phone (305) 466-4816
B. Riley Wealth Tax Services (formerly National Tax and Financial Services) Aventura, FL

4 out of 5

Location 2875 NE 191st St UNIT 601, Aventura, FL 33180, USA
Phone (305) 692-5204
Merrill Lynch Wealth Management Advisor LEON FRIEDLANDER
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 933-6215
Image of Aventura, FL

About Aventura, FL

Aventura, FL is a city located in Miami-Dade County, Florida. The city is situated on the Gold Coast of Florida and is known for its luxury condominiums and hotels. Some of the city's landmarks include Aventura Mall, Waterways Marina, and Turnberry Isle Resort. The top employers in Aventura are Carnival Corporation, Ryder System, and Hospital Corporation of America. Major highways and streets in Aventura include I-95, US-1, and NE 187th Street. The neighborhoods in Aventura include Williams Island, Mystic Pointe, Hamptons at Biscayne Bay, and Aventura Lakes.

Where Certified Financial Advisors in Aventura, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks offer a variety of services to their customers, and Aventura, FL residents are no exception. Some of the services that banks can provide include checking and savings accounts, loans, credit cards, and investment advice. In addition, banks can also help their customers manage their finances by providing budgeting and money management tools.

Insurance Broker

Aventura, FL residents can rely on insurance brokers to help them find the right insurance policy for their needs. Brokers have access to a wide range of policies from a variety of different providers, so they can help you find the coverage that's best for you. They can also help you compare rates and find discounts, so you can get the best deal possible.

Retirement Planning

Aventura, FL residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors can help you create a plan that takes into account your unique needs and goals. They can also provide guidance on how to save for retirement and make the most of your investments. If you're looking for peace of mind when it comes to your retirement, working with a financial advisor is a great way to get it.

Wealth Management

Aventura, FL residents can greatly benefit from wealth management services. Wealth management is the process of organizing, managing, and protecting a family's or individual's financial assets. Achieving success with wealth management requires planning and regular reviews to ensure that goals are being met and that the investment portfolio is still appropriate for current needs. There are many different aspects to wealth management, including estate planning, risk management, tax planning, and investment management. A qualified wealth manager can help Aventura, FL residents create a comprehensive plan that will meet all of their financial needs now and in the future. He or she can provide advice on how to save for important goals such as retirement or college tuition, how to protect against unexpected expenses or losses, and how to minimize taxes on income and investments. An experienced wealth manager will also have access to a wide variety of investment products and will be able to recommend the best options for each individual client.

Estate Planning Lawyer

Estate planning lawyers can help Aventura, FL residents protect their assets and plan for the future. Planning ahead is essential for everyone, but it's especially important for those who have a lot of assets to protect. By working with an estate planning lawyer, you can make sure that your loved ones are taken care of after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Aventura, FL can help residents obtain the best mortgage products and interest rates available. By providing a variety of products and services, these professionals can assist homeowners in finding the right home financing for their needs. In addition, they can also provide valuable advice on choosing the right property and getting the best deals on mortgages.

Tax Services

Tax accountants can help Aventura, FL residents by preparing their tax returns and ensuring they are filed properly. They can also advise residents on how to reduce their taxes and maximize their deductions. Tax accountants can also help residents plan for their future, by helping them save for retirement or other financial goals.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Aventura, FL