Best Financial Advisors in Hialeah

2022

Acosta Tax & Advisory, PA

• 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.

Anthem Advisors

• 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.

Asset Planning Group

• 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.

Barnett Capital Advisors

• 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.

Bayshore Wealth Advisors

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)
• 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.

Cathy Pareto and Associates

• 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.

Evensky & Katz / Foldes Financial

• 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.

Firestone Capital Management

• 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.

Fuster Financial Group

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)

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.

Genesis Wealth Management, Inc.

• 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.

Manna Wealth Management

• Certified Financial Planner (CFP)

Manna Wealth Management is a financial advisory firm serving clients in Hialeah. It assists clients in retirement planning, debt management, charitable giving, and college savings strategies. In addition, it offers a variety of investment options, such as bonds, stocks, ETFs, and more than 8,000 mutual funds. Manna Wealth Management also operates as a fiduciary, and it conducts independent research on investment options to advance diversification. Managing director David D. Kassir has more than 25 years of experience in the field of private wealth management.

MAXIMAI Investment Partners

• 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.

Premia Global Advisors

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.

ReInvest Capital, LLC

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.

The Henderson Financial Group

• 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."

True Wealth Advisory Group

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.