South Miami, FL Financial Advisors and Resources



Financial Advisor Firms in South Miami, FL


DAVID SMITH ADVISORY

Website

(305) 666-9411

5900 Sw 73rd Street
Suite 300
South Miami, FL 33143

SEC#: 801-112898
Years in Business: 3 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(306) 666-9411

5900 Sw 73Rd Street
Suite 300
South Miami, FL 33143

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(305) 666-9411

5900 Sw 73Rd Street
Suite 300
South Miami, FL 33143

SEC#: 801-69970
Years in Business: 12 years

FIR TREE CAPITAL MANAGEMENT LP

Website

(305) 667-9040

7301 Sw 57th Court
Suite 410
South Miami, FL 33143

SEC#: 801-73273
Years in Business: 9 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(305) 666-9411

5900 Sw 73Rd Street
Suite 300
South Miami, FL 33143

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(305) 666-9411

5900 Sw 73Rd Street
Suite 300
South Miami, FL 33143

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(305) 666-9411

5900 Sw 73Rd Street
Suite 300
South Miami, FL 33143

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(305) 666-9411

5900 Sw 73Rd Street
Suite 300
South Miami, FL 33143

SEC#: 801-69970
Years in Business: 12 years

FIR TREE CAPITAL MANAGEMENT LP

Website

(305) 667-9040

7301 Sw 57th Court
Suite 410
South Miami, FL 33143

SEC#: 801-73273
Years in Business: 9 years


How Retirement-Friendly is South Miami, FL?

  • Population: 12,046
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $605,000
  • Average Monthly Housing Cost: $1,496
  • Average Household Income: $113,569
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


South Miami, FL Financial Advisor FAQs

They may earn commissions from selling products such as mutual funds or variable annuities that investors hold in their portfolios, and then get additional commissions when those investments generate additional fees and income.
This may depend on various factors, including your knowledge of personal finance, the amount of time you have available to research potential investments, and whether you would prefer someone else to make decisions for you in this arena.
Ask for three references first, and call them. If the first reference doesn't have an excellent experience with the advisor, move on. Ideally there would be a positive feedback loop that should create some commonality in how the advisor is viewed by the people they work with regularly. Next, ask about their specific areas of expertise. Does your advisor specialize in international investments? Mutual funds? Understanding your needs is essential not only for you but also for anyone who will be giving advice within those guidelines. Finally, think about comfort level--talk with whomever you are considering before signing anything or paying any fees.
Financial advisors help people manage their finances. They can work with consumers of all levels of income to develop programs for saving, investing, insuring, and understanding the more complicated aspects of finance.