Expertise.com

Best Financial Advisors in Hialeah

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Hialeah, FLHialeah, FL

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Hialeah, FLHialeah, FL

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

8333 Northwest 53rd Street, Doral, FL 33166
Doral, FL 33166
  • Tax Preparation
  • Tax Planning

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.

8333 Northwest 53rd Street, Doral, FL 33166
Doral, FL 33166

Website(305) 400-9431

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

200 South Biscayne Boulevard, Miami, FL 33131
Miami, FL 33131
Instagram
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

200 South Biscayne Boulevard, Miami, FL 33131
Miami, FL 33131

InstagramWebsite(305) 482-3002

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

1450 Madruga Avenue, Coral Gables, FL 33146
Coral Gables, FL 33146
  • Certified Financial Planner (CFP)

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.

1450 Madruga Avenue, Coral Gables, FL 33146
Coral Gables, FL 33146

Website(305) 669-5070

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1428 Brickell Avenue, Miami, FL 33131
Miami, FL 33131
Instagram
  • Certified Financial Planner (CFP)

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.

1428 Brickell Avenue, Miami, FL 33131
Miami, FL 33131

InstagramWebsite(305) 328-8538

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2333 Ponce de Leon, Coral Gables, FL 33134
Coral Gables, FL 33134
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

2333 Ponce de Leon, Coral Gables, FL 33134
Coral Gables, FL 33134

Website(786) 888-9400

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

901 Ponce de Leon Boulevard, Coral Gables, FL 33134
Coral Gables, FL 33134
Instagram
  • Certified Financial Planner (CFP)

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.

901 Ponce de Leon Boulevard, Coral Gables, FL 33134
Coral Gables, FL 33134

InstagramWebsite(305) 648-9814

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Coral Gables, FL 33146Coral Gables, FL 33146

Cypress Capital Advisors, LLC is a boutique-style firm that offers independent investment and banking guidance to business-owning families and founder-owned companies. The company focuses on corporate finance, principal investments, and mergers and acquisitions. Any corporate changes can be negotiated and executed by the advisors. On top of the banking and advisory experience, the firm also evaluates investment opportunities to help privately-owned companies grow. Cypress Advisors was launched in 2002 and serves the Miami area.

Coral Gables, FL 33146Coral Gables, FL 33146

Website(305) 448-9577

Show Number
4000 Ponce de Leon, Miami, FL 33146
Miami, FL 33146
  • Certified Financial Planner (CFP)

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.

4000 Ponce de Leon, Miami, FL 33146
Miami, FL 33146

Website(305) 448-8882

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

1501 Venera Avenue, Miami, FL 33146
Miami, FL 33146
  • Certified Financial Planner (CFP)

Firestone Capital Management has been serving clients in Hialeah and the neighboring areas since 1991. It helps with multi-generational financial planning, sustainable cash flow solutions, tax-sheltering strategies, asset protection and building solutions, and retirement planning. Clients also receive objective investment research and ongoing performance reports. Originally a sole proprietorship, the firm has grown to be a team of individuals with experience in different industries. Its president and founder, Jack Firestone, is an active member of the Financial Planning Association and is a Certified Financial Planner.

1501 Venera Avenue, Miami, FL 33146
Miami, FL 33146

Website(305) 669-2119

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: A+

6625 Miami Lakes Drive, Miami Lakes, FL 33014
Miami Lakes, FL 33014
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Fuster Financial Group is a financial advisory firm located in Miami Lakes and serving Hialeah and the surrounding communities. Clients receive comprehensive retirement planning strategies, tax management solutions to reduce tax burdens, estate planning help, risk management analyses, education funding for future generations, and investment planning services. Business owners can consult with the firm regarding their employee benefits packages. The company is run by Pastor Fuster Jr., a professional wealth advisor with more than a decade of industry experience.

6625 Miami Lakes Drive, Miami Lakes, FL 33014
Miami Lakes, FL 33014

Website(305) 384-1390

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

30 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2525 Ponce de Leon, Coral Gables, FL 33134
Coral Gables, FL 33134
  • Tax Planning

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.

2525 Ponce de Leon, Coral Gables, FL 33134
Coral Gables, FL 33134

Website(786) 393-6960

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

500 S. Dixie Highway Suite 301, Coral Gables, FL 33146, FL 33146
Coral Gables, FL 33146, FL 33146
  • Certified Financial Planner (CFP)

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.

500 S. Dixie Highway Suite 301, Coral Gables, FL 33146, FL 33146
Coral Gables, FL 33146, FL 33146

Website(786) 332-6050

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: B+

Helpfulness: B+

Detail: B+

2600 Douglas Road, Coral Gables, FL 33134
Coral Gables, FL 33134

Premia Global Advisors is a wealth advisory firm that offers is services in investment portfolios. The firm's main services are managing assets and investments for both individuals and institutional clients. Founding Partner Miguel Sosa worked for over 30 years at Merrill Lynch, where he served in the Advisory Council to Management from 2002 to 2005. In 2017, Sosa was a panelist on the Managing Investments in a Volatile, Low-Yield Environment session at the Global Private Wealth Summit.

2600 Douglas Road, Coral Gables, FL 33134
Coral Gables, FL 33134

Website(786) 646-9140

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Coral Gables, FL 33134Coral Gables, FL 33134

ReInvest Capital, LLC has served the South Florida community since 2005. The investment banking firm focuses on providing M&A services to franchises. The company can negotiate and facilitate franchise transactions. They also offer restructuring advice to existing franchises.

Coral Gables, FL 33134Coral Gables, FL 33134

Website(305) 461-7093

Show Number
5793 Northwest 151st Street, Hialeah, FL 33014
Hialeah, FL 33014
  • Retirement Planning

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."

5793 Northwest 151st Street, Hialeah, FL 33014
Hialeah, FL 33014

Website(305) 825-1444

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Coral Gables, FL 33134Coral Gables, FL 33134

True Wealth Advisory Group is a Miami boutique practice that serves very high net-worth individuals and organizations. The firm's services include goals-based financial planning for each client, tax and estate planning, long-term investment management, strategic lending, and true portfolio cost analyses.

Coral Gables, FL 33134Coral Gables, FL 33134

Website(786) 358-0050

Show Number

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you