Best Financial Advisors in Bay Harbor Islands, FL

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Bay Harbor Islands, FL Fiduciary Financial Advisors

Senior Capital Advisors
Location 12640 N Bayshore Dr, North Miami, FL 33181, USA
Phone (305) 606-8662
Bank of America (with Drive-thru ATM)

2 out of 5

Location 1108 Kane Concourse, Bay Harbor Islands, FL 33154, USA
Phone (305) 868-0121
Online IPS
Location 1108 Kane Concourse Ste. 306, Bay Harbor Islands, FL 33154, USA
Phone (305) 865-3511
Edward Jones - Financial Advisor: Jemal E Le Grand, AAMS¿
SEC File# 801-3297
CRD# 250
Location 20200 W Dixie Hwy Ste 704, Aventura, FL 33180, USA
Phone (305) 945-5175
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
O'Higgins Asset Management Corporation
SEC File# 801-119691
CRD# 107194
Location 6538 Collins Ave #136, Miami Beach, FL 33141, USA
Phone (305) 861-1883
Bookkeeping Services Miami
Location 1050 93rd St, Bay Harbor Islands, FL 33154, USA
Phone (786) 536-4222
Crystal Associates
Location 1111 Kane Concourse # 310, Bay Harbor Islands, FL 33154, USA
Phone (305) 867-7555
Geshem LLC
Location 1111 Kane Concourse # 210, Bay Harbor Islands, FL 33154, USA
Phone (305) 867-3535
Wealth Expo Inc
Location 1111 Kane Concourse, Bay Harbor Islands, FL 33154, USA
Phone (786) 309-5190
Indian Creek Asset Management
Location 1170 Kane Concourse # 301, Bay Harbor Islands, FL 33154, USA
Phone (786) 363-8282
The Oliva Group - Morgan Stanley
Location 20807 Biscayne Blvd 5th &, 6th Fl, Aventura, FL 33180, USA
Phone (305) 937-6873
NJH Financial Corp.

1 out of 5

Location 1108 Kane Concourse #222, Bay Harbor Islands, FL 33154, USA
Phone (305) 397-8080
Guardian Global Group
Location 1111 Kane Concourse Ste 303, Bay Harbor Islands, FL 33154, USA
Phone (305) 215-3714
Merited Wealth

5 out of 5

Location 1666 79th Street Causeway #501, North Bay Village, FL 33141, USA
Phone (305) 722-0091
Bluebear Funding

5 out of 5

Location 1160 Kane Concourse suite 404, Bay Harbor Islands, FL 33154, USA
Phone (561) 289-2048
Crescendo Real Estate
Location 1133 Kane Concourse, Bay Harbor Islands, FL 33154, USA
Phone (786) 275-6035
Act'g Investments Inc
Location 1145 99th St, Bay Harbor Islands, FL 33154, USA
Phone (305) 867-7245
Novel Capital Management Advisors, LLC
Location 18911 Collins Ave #1201, Sunny Isles Beach, FL 33160, USA
Phone (212) 937-5921
Polaris Business Advisors
Location 7430 Center Bay Dr, Miami Beach, FL 33141, USA
Phone (305) 481-5588
Sheridan Wealth Advisors
Location 160 Bal Cross Dr UNIT 210, Bal Harbour, FL 33154, USA
Phone (954) 753-1942
Ltd Financial Services
Location 1300 101st St, Bay Harbor Islands, FL 33154, USA
Phone (305) 433-2665
Kris I. Dougherty, CPA

5 out of 5

Location 1111 Kane Concourse #611a, Bay Harbor Islands, FL 33154, USA
Phone (305) 868-1333
Merion Investment Management LP
SEC File# 801-77511
CRD# 161215
Location 1111 Kane Concourse #603, Bay Harbor Islands, FL 33154, USA
Morningside Mortgage Corporation

5 out of 5

Location 9630 E Bay Harbor Dr, Bay Harbor Islands, FL 33154, USA
Phone (786) 220-0117
Crystal Capital Partners, LLC
SEC File# 801-68672
CRD# 146010

5 out of 5

Location 1111 Kane Concourse Suite 401, Bay Harbor Islands, FL 33154, USA
Phone (305) 868-1500
Merrill Lynch Wealth Management

1 out of 5

Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (800) 937-0335
Minocan Investments
Location 12000 Biscayne Blvd STE 810, North Miami, FL 33181, USA
Phone (305) 893-6360
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About Bay Harbor Islands, FL

Bay Harbor Islands is a town in Miami-Dade County, Florida. It is located on a barrier island east of Miami Beach and north of Bal Harbour. The town was incorporated in 1947. The town's major landmarks include the Bay Harbor Marina and Yacht Club, the Bal Harbour Quay, and the Bay Harbor Islands Town Hall. The top employers in Bay Harbor Islands are the Town of Bay Harbor Islands, the Bal Harbour Quay, and the Bay Harbor Marina and Yacht Club. Major highways and streets in Bay Harbor Islands include US 1 (the South Dixie Highway), State Road 907 (the 97th Street Causeway), and NE 107th Street. The neighborhoods in Bay Harbor Islands include Isle of Venice, Venetian Isles, Palm Island, and Royal Palm Island.

Where Certified Financial Advisors in Bay Harbor Islands, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Bay Harbor Islands, FL is a small town located in Miami-Dade County. The town has a population of less than 4000 people and is located just north of Bal Harbour, FL. Bay Harbor Islands is a great place to live, with its own police and fire departments, as well as its own Town Hall. The main industry in Bay Harbor Islands is tourism. However, the town could use more businesses to provide services for its residents. One business that would be great for Bay Harbor Islands is a bank. A bank could provide residents with checking and savings accounts, as well as loans and other financial services.

Insurance Broker

Bay Harbor Islands, FL is a small town located in Miami-Dade County. The town has a population of less than 4,000 and is known for its high-end real estate. Many residents and business owners in Bay Harbor Islands rely on insurance brokers to help them find the best coverage for their needs. Some of the most common types of insurance that people in Bay Harbor Islands need include home, auto, and health insurance.

Retirement Planning

Financial advisors can help Bay Harbor Islands, FL residents with retirement planning in a variety of ways. One way is by helping people create a budget and stick to it. Advisors can also help people invest their money wisely so that they will have enough saved up for retirement. Additionally, advisors can offer advice on when to start taking Social Security benefits and how to make the most of those benefits. By working with an advisor, Bay Harbor Islanders can be sure that they are making the best decisions possible for their retirement.

Wealth Management

Bay Harbor Islands, FL is a unique and special place with its own set of challenges when it comes to wealth management. While there are many firms that offer their services here, not all of them are up to the task. Wealth management in Bay Harbor Islands, FL requires a particular set of skills and knowledge in order to be effective. At our firm, we have the experience and expertise necessary to help you grow your wealth while protecting it from market volatility.

Estate Planning Lawyer

Estate planning lawyers can help Bay Harbor Islands, FL residents protect their assets and ensure that their loved ones are taken care of in the event of their death. This is important for everyone, but it is particularly crucial for those who have a lot of money or valuable property. By working with an estate planning lawyer, you can create a plan that will minimize the taxes your heirs will have to pay and make sure they receive what you want them to inherit.

Mortgage Loan Officer

Mortgage loan officers can help Bay Harbor Islands, FL residents by providing them with information on the different types of mortgages available. They can also help residents choose the best mortgage for their needs and provide advice on how to get the best interest rate. Mortgage loan officers can also assist with the application process and answer any questions that residents may have.

Tax Services

Residents of Bay Harbor Islands, FL can benefit from the services of a tax accountant. A good tax accountant can help you understand your tax liability and help you to take advantage of all available deductions and credits. They can also represent you before the IRS if you are audited. If you live in Bay Harbor Islands, FL, it is important to find a good tax accountant who can help you save money on your taxes.

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