Investing near Miami Beach, FL

9 locations found near Miami Beach

“This is the most professional bank with great workers. I had help with my financial situations with Kaylin, she’s very knowledgeable and very good at what she does. I will continue to ask for her help when needed. Thank you for having her.”

3.9 Good17 Reviews

“After trying for long while to purchase a home, I was in a great need of people who I could trust and could help me throughout the process and Union Mortgage were the one. Sergio and Sonya were there for any and all our questions and concerns, they made buying a home a smooth secure process which gave us a peace of mind. Thank you all again for finally making it possible for us, we greatly appreciated it and we are so grateful.”

5 Superb84 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

“Carlos is very friendly. The purchase operation was easy, safe and transparent, in 10 minutes it appeared as pending with 2 confirmations... the commission was somewhat high (10%) but it is highly recommended anyway.”

4.6 Superb16 Reviews

“By far the best company I've worked for. In the feels today and it feels great to be apart of Bar Invest! The work they have put in for my property doesn't go unnoticed! Such a blessing!”

4.4 Superb11 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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