Best Financial Advisors in Aventura, FL

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List of Firms

Aventura, FL Fiduciary Financial Advisors

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
Directions
SEC File# 801-111646
CRD# 285142
Location 20900 NE 30th Ave #517, Aventura, FL 33180, USA
Phone (305) 921-4740
Directions
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
Directions
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
Directions
Morris Financial - Northwestern Mutual
5 out of 5
Location 19950 W Country Club Dr #802, Aventura, FL 33180, USA
Phone (305) 405-3617
Directions
Steven Weisberg - Raymond James
Location 18851 NE 29th Ave UNIT 407, Aventura, FL 33180, USA
Phone (305) 466-4655
Directions
Ameriprise Financial
Location 19495 Biscayne Blvd, Aventura, FL 33180, USA
Phone (305) 914-3945
Directions
Javier Himelstein - Morgan Stanley
Location 20807 Biscayne Blvd 5th&6th, Aventura, FL 33180, USA
Phone (305) 937-7141
Directions
Carlos Fonseca - Morgan Stanley
Location 20807 Biscayne Blvd 5th &, 6th Fl, Aventura, FL 33180, USA
Phone (305) 936-2733
Directions
Pedro Villari - UBS Financial Services Inc.
Location 18851 NE 29th Ave 11th Floor, Aventura, FL 33180, USA
Phone (305) 682-4636
Directions
The Medina Group - Morgan Stanley
Location 20807 Biscayne Blvd 5th &, 6th Fl, Aventura, FL 33180, USA
Phone (305) 937-6843
Directions
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
Directions
Merrill Lynch Wealth Management Advisor Joel R Fishkin
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 933-6236
Directions
Merrill Lynch Wealth Management Advisor Bradley M Lipkowitz
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 918-7706
Directions
The Ponczek Group - UBS Financial Services Inc.
Location 18851 NE 29th Ave 11th Floor, Aventura, FL 33180, USA
Phone (305) 692-5182
Directions
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
Directions
Merrill Lynch Wealth Management Advisor Kevin James King
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 933-6237
Directions
Aventura, FL Private Wealth Management - UBS Financial Services Inc.
Location 18851 NE 29th Ave 11th Floor, Aventura, FL 33180, USA
Phone (305) 933-9987
Directions
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
Directions
Merrill Lynch Wealth Management Advisor Bryan P Jacobs
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 918-2835
Directions
Frye Financial Center
4 out of 5
Location 20900 W Dixie Hwy, Aventura, FL 33180, USA
Phone (305) 931-3200
Directions
Louis Greif - Morgan Stanley
Location 20807 Biscayne Blvd 5th&6th, Aventura, FL 33180, USA
Phone (305) 466-4816
Directions
Merrill Lynch Wealth Management Advisor Ehsan S. Bassam
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 918-2837
Directions
Constellation Wealth Management - UBS Financial Services Inc.
Location 18851 NE 29th Ave 11th Floor, Aventura, FL 33180, USA
Phone (305) 682-4644
Directions
Ofer Levy - Raymond James
Location 18851 NE 29th Ave Ste 407, Aventura, FL 33180, USA
Phone (305) 466-4655
Directions
Wells Fargo Advisors
5 out of 5
Location 19950 W Country Club Dr Suite 900, Aventura, FL 33180, USA
Phone (305) 935-3800
Directions
Merrill Lynch Wealth Management Advisor LEON FRIEDLANDER
Location 19495 Biscayne Blvd Suite 700, Aventura, FL 33180, USA
Phone (305) 933-6215
Directions
Financial Advisors in Aventura, FL

Where Certified Financial Advisors in Aventura, FL Serve

Aventura, FL is a bustling city located in Miami-Dade County, known for its luxurious lifestyle and stunning landmarks. The city is home to several notable landmarks, including the Aventura Mall, a premier shopping destination featuring over 300 stores and restaurants. Other notable landmarks include the Aventura Arts and Cultural Center, a state-of-the-art facility that hosts a variety of performances and events throughout the year. Aventura is also a hub for major employers, with companies such as Aventura Hospital and Medical Center, Carnival Cruise Lines, and the City of Aventura all calling the city home. These companies provide a wide range of job opportunities for residents and contribute to the city's thriving economy. Navigating Aventura is made easy with its major highways and streets, including the I-95, US-1, and Biscayne Boulevard. The city is also home to several neighborhoods, each with its own unique charm and character.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Aventura, FL could benefit greatly from the guidance of a financial advisor. With a high cost of living and a significant number of retirees, many residents may struggle to manage their finances effectively. A financial advisor can help Aventura residents create a budget, invest in their future, and plan for retirement. Additionally, with Aventura's proximity to the beach and tourist attractions, residents may have unique financial needs related to vacation planning and rental properties. A financial advisor can provide tailored advice to help residents make the most of their assets and achieve their financial goals.

Insurance Broker

Residents of Aventura, FL can benefit greatly from the services of an insurance broker. With the city's close proximity to the ocean, hurricanes and flooding are a very real threat. An insurance broker can help residents navigate the complexities of flood and hurricane insurance, ensuring they have the coverage they need to protect their homes and belongings. Additionally, Aventura is a popular destination for retirees, and an insurance broker can help seniors find affordable health insurance options that meet their specific needs. Overall, an insurance broker can provide invaluable assistance to Aventura residents, helping them secure the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Aventura, FL would greatly benefit from the assistance of a retirement planner. With its high cost of living and large retiree population, Aventura presents unique challenges for those planning for their golden years. A retirement planner can help residents navigate the complex world of retirement savings and investment options, as well as provide guidance on estate planning and tax strategies. Additionally, a planner can help residents ensure that their retirement plans are tailored to their specific needs and goals, taking into account factors such as healthcare costs and long-term care. With the help of a retirement planner, Aventura residents can feel confident that they are on the path to a secure and comfortable retirement.

Wealth Management

Residents of Aventura, FL can benefit greatly from the services of a wealth manager. Aventura is known for its luxurious lifestyle and high-end real estate, which means that many residents have significant assets that they need help managing. A wealth manager can assist with everything from investment planning to tax strategies, ensuring that residents are making the most of their wealth. Additionally, Aventura has a large retiree population, and a wealth manager can help these individuals plan for their future and ensure that they have enough money to live comfortably in retirement. With the help of a skilled wealth manager, residents of Aventura can achieve their financial goals and enjoy the lifestyle they've worked so hard to attain.

Mortgage Loan Officer

Residents of Aventura, FL can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can assist residents is by helping them secure a mortgage for their dream home. With a booming real estate market in Aventura, finding the perfect home can be a daunting task. A loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring they get the best possible loan terms and interest rates. Additionally, loan officers can provide guidance on refinancing existing mortgages, consolidating debts, and accessing home equity. With their expertise, loan officers can help residents of Aventura achieve their homeownership goals and secure their financial future.

Tax Services

Residents of Aventura, FL can benefit greatly from the expertise of a tax advisor. With its reputation as a bustling city with a high standard of living, Aventura residents may face unique tax challenges that require professional guidance. For instance, the city is home to a large number of retirees, who may need assistance with tax planning and preparation for their retirement income. Additionally, Aventura is known for its luxury real estate market, which can present complex tax issues for property owners. A tax advisor can help residents navigate these and other tax-related matters, ensuring that they are in compliance with all applicable laws and regulations while minimizing their tax liability.

Estate Planning Lawyer

Residents of Aventura, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Aventura residents is by creating a comprehensive estate plan that includes a will, trust, and powers of attorney. With the high cost of living in Aventura, it is important for residents to protect their assets and ensure that their loved ones are taken care of in the event of their passing. An estate planning lawyer can also assist with Medicaid planning, which is especially important for Aventura's aging population. By working with an estate planning lawyer, Aventura residents can have peace of mind knowing that their wishes will be carried out and their loved ones will be provided for.

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