Find a Financial Advisor in South Miami, FL

South Miami is located in Miami-Dade County, Florida. It is bordered by Coral Gables to the north, Coconut Grove to the west, and West Miami to the east. The city has a population of over 11,000 people and is home to a number of businesses and landmarks. These include the South Miami Hospital, the Biltmore Hotel, and the Kampong Botanical Gardens. Major highways in South Miami include US 1 and SR 997. Some of the city's most notable neighborhoods include Sunset, Glenvar Heights, and Redland.

Nearby Locations

Coral Gables, FL Palmetto Bay, FL Key Biscayne, FL Miami, FL Miami Beach, FL

Related Services

Banks and Credit Unions

Banks in South Miami, FL provide a variety of services to their residents. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other services such as online banking, bill pay, and mobile banking. Banks also offer a wide variety of products to their customers such as CDs, IRAs, and money market accounts.

Insurance Broker

Residents of South Miami, FL can benefit from the services of insurance brokers. Brokers can help residents find the best insurance policies for their needs, and they can also help residents file claims and get the money they deserve after an accident or other incident. In addition, insurance brokers are familiar with the laws and regulations governing insurance in Florida, so they can help residents make sure they are getting the best possible coverage.

Retirement Planning

South Miami, FL residents may find it helpful to work with a financial advisor when planning for retirement. Financial advisors can help people make sound investment choices and save money for retirement. They can also provide advice on how to withdraw money from investments wisely during retirement.

Wealth Management

South Miami, FL residents can benefit from wealth management in a number of ways. By working with a wealth manager, individuals and families can develop personalized plans that help them save for their future and protect their current assets. In addition, wealth managers can offer guidance on tax planning and estate planning, both of which are important aspects of financial security. Ultimately, by working with a wealth manager, South Miami residents can feel more confident about their financial future.

Estate Planning Lawyer

Estate planning lawyers in South Miami, FL can help residents protect their assets and ensure that their loved ones are taken care of after they die. This is an important service for people who want to make sure their estate is handled in the best way possible. There are a number of things to consider when creating an estate plan, and a lawyer can help you make sure you have everything covered.

Mortgage Loan Officer

Mortgage loan officers in South Miami, FL can help residents get the best mortgage deals possible. They can also offer advice on what type of mortgage is best for each individual, and they can help people understand all the different options that are available to them. Mortgage loan officers can also assist with the paperwork involved in getting a mortgage, and they can help people stay organized and on track throughout the entire process.

Tax Services

Residents of South Miami, FL can benefit from the help of tax accountants in order to maximize their tax refund and minimize their taxable income. Tax accountants are experts in taxation, and they can help residents understand how the tax code applies to them specifically. In addition, tax accountants can help residents file their taxes correctly and on time, which can save them money in penalties and interest payments. Finally, tax accountants can advise residents on ways to reduce their taxable income through strategic planning. For these reasons, it is important for South Miami residents to have a good relationship with a qualified tax accountant.