Best Financial Advisors in Miami-Dade County, FL

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List of Firms

Miami-Dade County, FL Fiduciary Financial Advisors

Treece Financial Group Inc
Location 10800 Biscayne Blvd, Miami, FL 33161, USA
Phone (305) 751-8855
Directions
Edward Jones - Financial Advisor: Jacqueline A Dylewski
SEC File# 801-3297
CRD# 250
Location 8032 NW 154th St, Miami Lakes, FL 33016, USA
Phone (305) 698-6892
Directions
Morgan Stanley Financial Advisors
Location 9130 S Dadeland Blvd Ste 1702, Miami, FL 33156, USA
Phone (305) 670-2090
Directions
AMA Financial Advisors
Location 8240 N Kendall Dr, Miami, FL 33156, USA
Phone (305) 274-2007
Directions
Pinnacle Advisory Group
SEC File# 801-119667
CRD# 310873
Location 9155 S Dadeland Blvd #1212, Miami, FL 33156, USA
Phone (305) 274-1600
Directions
Merrill Lynch Wealth Management Advisor Diane P Davis
Location 8840 SW 136th St, Miami, FL 33176, USA
Phone (305) 252-5661
Directions
Jack R Rearden - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9150 S Dadeland Blvd Ste 1010, Miami, FL 33156, USA
Phone (305) 670-5575
Directions
Roger Oprandi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 9350 S Dixie Hwy Ste 1410, Miami, FL 33156, USA
Phone (786) 264-4955
Directions
Javier Quinones - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7700 N Kendall Dr Ste 300-J, Miami, FL 33156, USA
Phone (786) 681-0888
Directions
Noisom & Steigerwald Wealth Services - Raymond James
5 out of 5
Location 8950 SW 74th Ct Ste 2250, Miami, FL 33156, USA
Phone (786) 363-0163
Directions
Financial Advisors in Miami-Dade County, FL

Where Certified Financial Advisors in Miami-Dade County, FL Serve

Miami-Dade County, located in the southern tip of Florida, is a vibrant and diverse community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic South Beach to the historic Vizcaya Museum and Gardens, Miami-Dade County is home to world-renowned attractions that draw in millions of visitors each year. Top employers in the area include American Airlines, Baptist Health South Florida, and Carnival Corporation, among others. Major highways and streets include the Palmetto Expressway, the Dolphin Expressway, and Biscayne Boulevard, which provide easy access to all corners of the county. Miami-Dade County is also home to a variety of neighborhoods, each with its own unique character and charm, including Coral Gables, Little Havana, and Coconut Grove. Whether you're a resident or a visitor, Miami-Dade County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Miami-Dade County, FL would greatly benefit from the expertise of a financial advisor in a number of ways. One specific aspect of Miami-Dade County that a financial advisor could assist with is navigating the unique real estate market. With the county's diverse population and booming tourism industry, there are a variety of investment opportunities and potential pitfalls to consider when it comes to buying or selling property. A financial advisor can provide guidance on everything from negotiating a fair price to managing property taxes and insurance. Additionally, with the high cost of living in Miami-Dade County, a financial advisor can help residents develop a budget and savings plan to ensure they are able to meet their financial goals and maintain a comfortable lifestyle.

Insurance Broker

Residents of Miami-Dade County, FL can benefit greatly from the services of an insurance broker. With the county being home to a diverse population and a range of industries, it can be challenging for individuals to navigate the complex world of insurance on their own. An insurance broker can help residents find the best coverage for their unique needs, whether it's for their home, car, or health. Additionally, with Miami-Dade County being prone to natural disasters like hurricanes, an insurance broker can help residents understand their coverage options and ensure they have the necessary protection in place. Overall, an insurance broker can provide invaluable assistance to residents of Miami-Dade County, helping them make informed decisions and providing peace of mind.

Retirement Planning

Residents of Miami-Dade County, FL can benefit greatly from the expertise of a retirement planner. A retirement planner can assist with creating a personalized retirement plan that takes into account the unique needs and challenges of living in Miami-Dade County. For example, with the county's high cost of living and expensive healthcare, a retirement planner can help residents navigate these financial obstacles and ensure they have enough savings to cover their expenses in retirement. Additionally, a retirement planner can help residents take advantage of the many retirement savings options available, such as IRAs and 401(k)s, to maximize their savings potential. Overall, a retirement planner can provide valuable guidance and peace of mind to residents of Miami-Dade County as they plan for their future.

Wealth Management

Residents of Miami-Dade County, FL can benefit greatly from the services of a wealth manager. With Miami-Dade County being one of the most populous counties in the United States, many residents may struggle to manage their finances effectively. A wealth manager can provide guidance on investment strategies, retirement planning, tax optimization, and more. Additionally, with Miami-Dade County being a hub for international business and trade, a wealth manager can offer specialized expertise in navigating complex financial regulations and managing cross-border investments. Overall, a wealth manager can help residents of Miami-Dade County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Miami-Dade County, FL can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents find the right mortgage product for their needs, explaining the application process, and guiding them through the paperwork required for approval. In Miami-Dade County, where the real estate market can be particularly competitive and complex, a mortgage loan officer can be an invaluable resource. They can provide guidance on local market trends, help residents navigate the unique challenges of the area's housing market, and offer advice on the best ways to secure financing. With the help of a skilled mortgage loan officer, residents of Miami-Dade County can achieve their homeownership goals and make the most of the opportunities available in this vibrant and dynamic community.

Tax Services

Residents of Miami-Dade County, FL can benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations that are specific to the state of Florida. For example, Miami-Dade County has one of the highest property tax rates in the state, and a tax advisor can help residents understand how to minimize their property tax liability. Additionally, Miami-Dade County is home to a large number of small businesses, and a tax advisor can provide valuable advice on how to maximize deductions and credits to reduce tax liability and increase profits. Overall, a tax advisor can provide invaluable assistance to residents of Miami-Dade County by helping them navigate the complex world of taxes and minimize their tax burden.

Estate Planning Lawyer

Residents of Miami-Dade County, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by drafting a will. In Miami-Dade County, where the cost of living is higher than the national average, having a will can ensure that assets are distributed according to the individual's wishes and that loved ones are provided for. Additionally, an estate planning lawyer can help with other important documents such as trusts, powers of attorney, and healthcare directives. In a diverse and multicultural community like Miami-Dade County, an estate planning lawyer can also provide guidance on how to navigate complex family situations and cultural traditions when it comes to estate planning.

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