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Best Financial Advisors in Hialeah
2020
Best Financial Advisors in Hialeah
We Looked at 71 Financial Advisors serving Hialeah and Picked the Top 17
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Here are the Picks:
Acosta Tax & Advisory, PA
Anthem Advisors
Asset Planning Group
Bayshore Wealth Advisors
Cathy Pareto & Associates
Coastal Wealth
Cypress Capital Advisors, LLC
Evensky & Katz / Foldes Financial
Firestone Capital Management
Fuster Financial Group
Genesis Wealth Management, Inc.
Ladin Tax & Financial Group
MAXIMAI Investment Partners
Premia Global Advisors
ReInvest Capital, LLC
Strategic Benefits Group
True Wealth Advisory Group
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Acosta Tax & Advisory, PA
Acosta Tax & Advisory, PA is a Doral-based CPA firm that helps individuals and businesses resolve their financial and tax issues. The firm has three main areas of focus: business services, tax audits, and tax debt resolution. In addition to CPAs, the firm also employs tax attorneys to help with potential legal issues. Acosta Tax & Advisory began as a boutique-style firm in 2006. Company founder Julio Acosta has nearly two decades of accounting experience, along with over a decade of taxation experience. Company services include tax preparation, business incorporation, business accounting, international tax assistance, and IRS tax help.
Anthem Advisors
Anthem Advisors is a wealth management firm that serves high net-worth families in the Coral Gables area. The company's advisors have more than four combined decades of experience and offer succession planning, risk management, asset protection, portfolio management, and comprehensive financial planning services. Clients receive independent guidance and customized plans to meet their financial goals. In addition, clients can access a free risk analysis.
Coral Gables, FL 33146
Asset Planning Group
Asset Planning Group is a Coral Gables financial advisory firm that serves clients in Miami, the greater Florida area, and other parts of the United States. The firm was founded nearly two decades ago. After medical professional Katherine Hart joined the company as a financial advisor, the group began developing unique strategies to accommodate medical professionals. These address the shorter savings periods and high student loan debt most medical professionals have. There are multiple collaborative planning services available, including income planning, retirement planning, and investment management.
Coral Gables, FL 33146
Bayshore Wealth Advisors
Bayshore Wealth Advisors is an RIA firm that offers financial planning services to Florida clients. The Coral Gables firm focuses on helping individuals, businesses, trusts, and retirement plans grow. Client relationships are the main priority for the firm, and all planning is done on a collaborative basis. Company founder and president Gabriel Bustamante has been a certified public accountant since 1980. In 1998, he expanded his field of concentration by becoming an investment adviser. The firm's services are based on planning rather than products. Clients have access to advice and strategies regarding nearly every area of their financial lives. Some common topics include estate tax planning, income tax strategies, retirement planning, wealth preservation, risk management, and short-term budgeting.
Coral Gables, FL 33134
Cathy Pareto & Associates
Cathy Pareto and Associates is a Miami-based financial planning and investment management company that serves clients throughout Florida. The firm has services tailored to physicians and dentists, individuals who need retirement planning help, small business owners, modern families, and women. Physicians and dentists receive plans that take into account the shorter time frame for savings and the difficulties of running a practice. All clients can get retirement planning help. The firm helps small business owners establish retirement plans and create financial plans for the future. Services for women take into consideration the unique challenges women statistically face regarding wealth. Finally, modern families are given guidance on the most important legal and financial steps to take to have the same protections as traditional families.
Coastal Wealth
Coastal Wealth is a MassMutual firm with headquarters in Fort Lauderdale. The firm has 14 total locations throughout Florida and employs more than 250 advisors, specialists, and brokers. CEO Jeremy Straub founded Coastal Wealth in 2016. The company provides financial planning solutions to individuals and businesses, with special focuses on the marine industry and medical professionals. Services include retirement, life insurance, estate, tax, and education planning.
Cypress Capital Advisors, LLC
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 33146
Evensky & Katz / Foldes Financial
Evensky & Katz / Foldes Financial is a wealth management firm with offices in Coral Gables, Florida and Lubbock, Texas. The company has been in business for more than three decades and currently has over 800 clients. 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 other common financial concerns.
Firestone Capital Management
Firestone Capital Management was founded in December of 1991. Originally a sole proprietorship, the firm has grown to encompass a team of individuals with varied industries of experience. The Coral Gables firm 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.
Coral Gables, FL 33146
Fuster Financial Group
Fuster Financial Group is a financial advisory firm located in Miami Lakes. The company is run by CFP Pastor Fuster Jr., a professional wealth advisor with more than a decade of industry experience. 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.
Miami Lakes, FL 33014
Genesis Wealth Management, Inc.
Genesis Wealth Management, Inc. is a financial management firm located in Coral Gables. Founder Mario Yngerto is a certified financial planner with over two decades of experience. The firm specializes in investment planning and customized financial planning. With the investment planning services, clients are given a customized portfolio with a structure backed by academic research and analytics.
Ladin Tax & Financial Group
Ladin Tax & Financial Group is an independent financial services firm that focuses on retirement strategies for individuals. The Coral Gables company uses insurance and investment options to create customized solutions. Founder Michael Ladin has over two decades of experience with the insurance and financial services industries. Services include tax minimization strategies, retirement income planning, legacy planning, asset protection, and wealth accumulation solutions.
Coral Gables, FL 33134
MAXIMAI Investment Partners
MAXIMAI Investment Partners is a Miami-based boutique financial advisory firm. The firm's principals have worked together for over two decades, though they only formed MAXIMAI in 2016. Services include wealth structuring, asset consolidation, investment strategies, administrative management, and family planning.
Coral Gables, FL 33146
Premia Global Advisors
Premia Global Advisors is a wealth advisory firm that offers independent global solutions for investment portfolios. The Coral Gables headquarters was founded by Miguel Sosa, a portfolio manager with more than three decades of experience. The firm's main services are managing assets and investments for both individuals and institutional clients.
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.
Coral Gables, FL 33134
Strategic Benefits Group
Strategic Benefits Group is a Doral-based financial planning firm run by Lance Crawford, a financial services professional. Each client receives a long-term financial plan that addresses their goals and current assets. The firm focuses on retirement, legacy, and estate planning services.
Doral, FL 33178
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.
Coral Gables, FL 33134
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