Financial Advising near Miami Beach, FL

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10 locations found near Miami Beach

“Joaquin was incredibly helpful over the phone today. I needed support regarding one of the creditors that I’m working with through ACCC and he provided me with accurate information and instilled me with confidence because we were able to develop a plan of action. I’ve been working with ACCC for the past 2 years and my entire experience has been positive so far!”

5 Superb138 Reviews

“Dawn Tyson As my customer service representative today was amazing she really help me out with my device. Showed me new things to ale it easy for me too loveeeeee it great work keep it up.”

3.9 Good188 Reviews

“I've had the privilege of working with Jacob Dean on my financial planning. I am not at all savvy with investments and management and Jacob has been great with explaining my options and guiding investments. I have been very pleased with the results progress towards my retirement. I also had questions about setting up college fund for my granddaughter and he showed me options that I could choose from to best meet our needs. I would definitely recommend their services.”

5 Superb56 Reviews

“Very efficient and proactive. Every time we need something, they deliver in a timely manner. We are really happy with their services, that is the reason why we have been with Pangea since 2018.”

5 Superb19 Reviews

“Ebenezer Tax Service is very professional and very good. I been getting my tax done here over 20 something years. Please stop by and have your taxes done here you will not regret it.”

4.8 Superb14 Reviews

“I have been a client at Charles Schwab, Coral Gables for several years and find that their services are excellent. The front desk (Aimee) always greets with a smile and is very knowledgeable. She goes out of her way to assist and is very resourceful with a vast understanding of financial banking. The financial advisors are readily available to discuss our concerns especially with the increase in market volatility.I look forward to our continued relationship !E. BetancourtCoral Gables”

3.8 Good6 Reviews

“I was impressed with the advice I received from my advisor Daniel Perez, but think it could've been a little more thorough. He was very helpful in having me transfer some additional funds I had in a lower yielding savings account into much higher yielding SIPC insured Money Market funds. Very knowledgeable and helpful overall as were the other staff there. The office location and layout are beautiful. Things that could be improved are to have a receptionist in the lobby to check you in, greet you etc, and that the advisor takes a little more time with you. I felt a bit rushed. Decaf coffee in the free beverages would be a plus as I'm sure many clients have to watch their caffeine intake. Overall a postive experience and I'd recommend them, but would just like to feel less rushed and have other potential investment asset allocations explored.”

3 Average15 Reviews

“Life will surely teach you lesson before you will experience the good part of it , I have a bad experience falling from one scam to another until I read up a post about Mrs MICHELLE MILDRED, i was still in doubt kept seeing many testimony's of her good work so I was convinced and decided to give it a try and I gave in my last shot and invested $1000 for a start,she really played her own part of the deal as she promised me, now I have gotten my second withdrawal without paying for other charges fee like other account manager, If you are searching for an honest account manager, search no more and add up Mrs MILCHELLE MILDRED who taught me all I needed to know, thank you mam and may you have strength to continue to help others like you did for me.”

3 Average8 Reviews
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