Best Financial Advisors in Miami, FL

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List of Firms

Miami, FL Fiduciary Financial Advisors

Provenance Wealth Advisors
SEC File# 801-113505
CRD# 126529
Location Southeast Financial Center, 200 S Biscayne Blvd, Miami, FL 33131, USA
Phone (305) 379-8888
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Florida Financial Advisors

5 out of 5

Location 1444 Biscayne Blvd #302, Miami, FL 33132, USA
Phone (305) 667-9099
First Command Financial Advisor - Owen Harvey
Location 2125 Biscayne Blvd Suite 240, Miami, FL 33131, USA
Phone (786) 701-6652
Legacy Wealth Advisors
SEC File# 801-119518
CRD# 127758
Location 801 Brickell Ave Suite 2550, Miami, FL 33131, USA
Phone (305) 808-6140
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
Merrill Lynch Wealth Management Advisor Maria I. Gonzalez
Location 701 Brickell Ave 7th Floor, Miami, FL 33131, USA
Phone (305) 347-2502
Alex.Brown, A Division of Raymond James
SEC File# 801-10418
CRD# 705
Location 600 Brickell Ave, Miami, FL 33131, USA
Phone (786) 857-5400
Barnett Capital Advisors

5 out of 5

Location 1428 Brickell Ave #500, Miami, FL 33131, USA
Phone (305) 328-8538
Morgan Stanley Private Wealth Advisors

5 out of 5

Location 200 S Biscayne Blvd Ste 1100, Miami, FL 33131, USA
Phone (305) 533-5400
Morgan Stanley Financial Advisors

1 out of 5

Location 200 S Biscayne Blvd Ste 1100, Miami, FL 33131, USA
Phone (305) 347-2000
Merrill Lynch Private Wealth Advisor Hector Fernandez
Location 701 Brickell Ave 11th Floor, Miami, FL 33131, USA
Phone (305) 995-9286
Cathy Pareto and Associates
SEC File# 801-110395
CRD# 145919

4 out of 5

Location 901 Ponce de Leon Suite 501, Coral Gables, FL 33134, USA
Phone (305) 648-9814
Felipe S. Blanco - RBC Wealth Management Financial Advisor
Location 801 Brickell Ave Suite 2100, Miami, FL 33131, USA
Phone (786) 582-2749
UCB Financial Advisers Inc
Location 800 Brickell Ave, Miami, FL 33131, USA
Phone (305) 374-2168
Merrill Lynch Wealth Management Advisor Jorge A Gonzalez
Location 200 S Biscayne Blvd Suite 4500, Miami, FL 33131, USA
Phone (305) 577-6908
Edward Jones - Financial Advisor: Rick Sanchez
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1101 Brickell Ave Suite N 1102, Miami, FL 33131, USA
Phone (786) 773-5143
LPL Financial
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 1395 Brickell Ave suite 8th floor, Miami, FL 33131, USA
Phone (305) 479-5897
Cristina Blanco-Seara - RBC Wealth Management Financial Advisor
Location 801 Brickell Ave Suite 2100, Miami, FL 33131, USA
Phone (786) 582-2768
MANNA WEALTH MANAGEMENT - Miami's Best Financial Advisors

5 out of 5

Location 701 Brickell Ave Suite 860, Miami, FL 33131, USA
Phone (305) 306-7107
Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
Location 801 Brickell Ave Suite 900, Miami, FL 33131, USA
Phone (561) 988-2668
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Steven Gold - UBS Financial Services Inc.
Location 100 SE 2nd St Suite 2500, Miami, FL 33131, USA
Phone (305) 536-9322
Element Pointe Advisors
Location 333 SE 2nd Ave #2820, Miami, FL 33131, USA
Phone (786) 655-9790
Merrill Lynch Wealth Management Advisor Michael Romanchuk
Location 200 S Biscayne Blvd Suite 4500, Miami, FL 33131, USA
Phone (305) 577-6990
Merrill Lynch Wealth Management Advisor Corey B. Daniels
Location 701 Brickell Ave 7th Floor, Miami, FL 33131, USA
Phone (305) 347-2543
Wealth USA, LLC
Location 1221 Brickell Ave ste 900, Miami, FL 33131, USA
Phone (305) 396-9104
Merrill Lynch Wealth Management Advisor Geoffrey Sprouse
Location 701 Brickell Ave 7th Floor, Miami, FL 33131, USA
Phone (305) 347-2539
Merrill Lynch Wealth Management Advisor Thomas x Lequerica
Location 701 Brickell Ave 11th Floor, Miami, FL 33131, USA
Phone (305) 377-7772
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About Miami, FL

Miami, FL is a major city in south Florida. It is home to many landmarks, including the Art Deco District, Vizcaya Museum and Gardens, and Miami Beach. Miami is also a major center of commerce, with numerous top employers including American Airlines, Burger King, and Carnival Cruise Lines. Major highways and streets in Miami include I-95 and US-1. The city is divided into several neighborhoods, including Downtown Miami, Brickell, Wynwood, and Little Havana.

Where Certified Financial Advisors in Miami, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community. They provide essential financial services to residents and businesses, and help to keep the economy strong. In Miami, FL, banks provide a variety of services that benefit the community as a whole.One important service that banks offer is lending money to businesses and individuals. This helps to stimulate economic growth by providing capital for new businesses and investments. Banks also offer mortgages and other types of loans, which help people buy homes and cars, start businesses, and finance other needs.Another important service that banks provide is deposit accounts. These accounts allow people to save money for future needs, such as retirement or college expenses. Banks also offer checking accounts, which allow customers to easily access their funds and make payments online or with a debit card. And many banks now offer mobile banking services, which let customers bank on the go using their smartphones or tablets.

Insurance Broker

Residents of Miami, FL can benefit from the services of insurance brokers. These professionals can help people find the right insurance plans for their needs, and they can also provide advice on how to best protect oneself and one's family. In addition, insurance brokers can assist policyholders in filing claims and getting the most out of their policies. As a result, residents of Miami who work with an insurance broker are likely to be better protected in the event of an emergency or accident.

Retirement Planning

As people live longer and retire later, financial advisors in Miami, FL are seeing an increased demand for retirement planning services. Many people are finding that they need to save more money than ever before in order to have a comfortable retirement. Financial advisors can help Miami residents create a savings plan that will allow them to retire with ease. By working with a financial advisor, retirees can ensure that their money is invested wisely and will provide them with the income they need during their golden years. Advisors can also help retirees stay on track with their budget, making sure that they do not outlive their savings.

Wealth Management

Miami, FL is a city that is constantly growing and changing. As it does, the needs of its residents change as well. One need that has become increasingly important in Miami is wealth management. Wealth management can help Miami residents protect their assets, grow their money, and plan for the future. There are many different wealth management options available in Miami, and each one comes with its own set of benefits. choosing the right wealth management option for your needs can be overwhelming, but it is important to do your research and find the right fit for you.

Estate Planning Lawyer

Estate planning lawyers in Miami, FL can help residents protect their property and plan for the future. A good estate plan will ensure that your assets are distributed according to your wishes, and that your loved ones are taken care of after you die.If you live in Miami, it is important to find an estate planning lawyer who knows the local laws and can help you create a plan that fits your needs. An experienced lawyer will be able to guide you through the process of creating a will, setting up trusts, and more.

Mortgage Loan Officer

Mortgage loan officers in Miami, FL can help residents by providing them with the best mortgage rates and options available. By working with a qualified and experienced loan officer, Miami residents can rest assured that they are getting the best possible deal on their mortgage. Loan officers can also help residents understand the complex paperwork involved in mortgages, and they can answer any questions borrowers may have about the process.

Tax Services

Miami, FL residents can benefit from the help of tax accountants in order to maximize their tax deductions and ensure that they are filing their taxes correctly. Tax accountants have the expertise and knowledge to help individuals and businesses in Miami understand what tax deductions they are eligible for, as well as helping them file their taxes each year. In addition, tax accountants can also provide advice on how to grow a business in Miami.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Miami, FL