Best Financial Advisors in Hialeah, FL

The Henderson Financial Group is a financial planning company that serves clients in the Hialeah metro. It offers various planning services, like tax, retirement, insurance, and small business planning. The company likewise assists clients through investment management solutions and advises them on stocks, mutual funds, bonds, and alternative investments. Its founder, Robert Henderson Jr., has more than three decades of experience in finance and is the author of "The New Underground Railroad: Breaking The Chains of Economic Bondage."

Anthem Advisors is a wealth management firm that serves families in Hialeah and the surrounding areas. The advisors in the firm have more than four decades of combined experience in the financial industry. It offers succession planning, risk management, evidence-based investing, asset protection, portfolio management, and comprehensive financial planning services. Clients also receive independent guidance and customized plans to secure their future and meet their financial goals. In addition, clients are provided access to risk analysis services.

Asset Planning Group is an independent wealth management firm that has been serving the residents of Hialeah and the surrounding areas for more than 25 years. It offers a wide range of financial services, including investments and assets management, retirement income planning, and estate planning. In addition, the firm provides clients with 401(k) rollover services. Its wealth advisor, Katherine Hart, has been working in the financial planning industry for more than 16 years. She is a member of the Financial Planning Association.

Acosta Tax & Advisory, PA, is a tax and accounting firm that serves individuals and businesses in Hialeah. Started in 2006, this firm assists businesses in managing their financial strategies, tax compliance, and accounting. Additionally, it helps in reducing penalties related to the filing of returns, audits related to income taxes, and overdue payment of taxes. Its founder, Julio Acosta, has more than 11 years of experience in taxation and more than 18 years in private and public accounting.

MAXIMAI Investment Partners is an advisory firm serving Hialeah and surrounding communities. It assists individuals in a wide range of aspects, including wealth structure, asset consolidation, investment strategy, family planning, and administrative management. Its team of professionals updates clients about market trends and promotes independence in making well-informed financial decisions. The firm's founder, Lisa van Walleghem, has 30 years of experience advising ultra-high-net-worth clients about wealth management. She supports the Centro Mater Foundation that helps children from economically disadvantaged families.

Bayshore Wealth Advisors offers investment portfolio management and comprehensive financial planning services to the residents of Hialeah. As a Registered Investment Advisor, the firm collaborates closely with families, businesses, individuals, and trusts to help them achieve their financial goals. It also provides wealth management services such as cash flow management, wealth preservation and protection, risk management, and tax planning. Gabriel Bustamante founded Bayshore Wealth Advisors. Bustamante is a Personal Financial Specialist and has been an investment advisor since 1998.

Genesis Wealth Management, Inc., offers comprehensive financial planning solutions to individuals, families, business owners, and medical professionals in and around Hialeah. The firm offers a wide variety of long-term, academically based investment strategies and personalized planning services to help clients achieve financial freedom. Some of its services include retirement planning, estate planning, investment planning, and insurance. The firm's president, Mario Yngerto, is a Certified Financial Planner and has been featured on financial publications such as Investment Advisor, Financial Planning Magazine, and People Magazine.

Cathy Pareto and Associates is a wealth management firm serving clients in Hialeah. The firm provides specialized financial planning services for non-traditional families, women, doctors. It also offers retirement planning and research-driven investment management solutions, including asset allocation and investment selection. Its president and founder, Cathy Pareto, was named in Forbes magazine as one of the 2008 Top Ten Most Dependable Wealth Managers for Women in the USA. She has been in the financial services industry for more than 20 years.

Barnett Capital Advisors is a company serving clients in Hialeah and the surrounding areas. It was founded in 2012 by Andrew E. Carrillo, who has been in the financial advisor industry since 2007. He leads a team that strives to provide clients with a customized plan that aligns with their financial goals. The team does this through services like private fund investment management, wealth management, and retirement planning. The company also provides services to non-US residents.

Evensky & Katz / Foldes Financial is a wealth management firm that serves executives, retirees, entrepreneurs, and young accumulators in Hialeah and the surrounding areas. It focuses on investment management and financial planning, where each customized investment plan is designed around the client's risk tolerance, available assets, and ultimate goals. The firm also provides advice regarding insurance options, estate planning, and asset allocation. The firm is composed of wealth managers and financial advisors. It has been providing its services for more than three decades.