Expertise.com
2024

Last updated:

Best Financial Advisors in Hialeah

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Hialeah Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

66

Reviewed

44

Curated

12

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (7)
Facebook
5.0 / 5 (3)

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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."

Reputation:

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.
5.0
Facebook
5.0 / 5 (25)
Google
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (19)
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (6)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
2600 Douglas Road, Coral Gables, FL 33134

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the financial advantages of annuities in Hialeah?

    Annuities in Hialeah are financially advantageous because the income from them can be deferred. The taxpayers do not have to declare taxable gains until the interest growth is distributed or withdrawn. It is an estate planning tool that transfers assets to heirs without probate and saves on court costs. Income is also very likely, given the long-term nature of the product.

  • How can individuals in Hialeah and elsewhere curb their spending habits?

    Individuals in Hialeah and elsewhere can curb their spending habits by creating a budget based on one's personal goals and then sticking to it. Instant gratification must be avoided while long-term objectives are kept in mind. Credit cards are useful for building ratings but must not be wasted on excesses.

  • How do socially responsible investing and sustainable investing differ in Hialeah?

    In Hialeah, sustainable investing is the evolution of socially responsible investing. The latter is a movement where investors would purposefully ignore putting money in areas that caused negative health and social outcomes, like the tobacco industry. Sustainable investing expanded the scope of this paradigm to include governance and environmental considerations.

  • Should a person who intends to receive dividends in Hialeah invest in bonds or stocks?

    If a person in Hialeah plans to make dividend payments the investment has to be made in stocks. Stocks are proof of partial ownership in a company, and as part of ownership, one gets a cut in the corporation's profits if any are declared for distribution. Bonds are evidence of a debt and prove that a business owes a person and promises to pay back. However, there is no part ownership and no distribution of profits.

  • What is the product fit for a novice investor in Hialeah who wants to invest in stocks but does not want to micromanage every share?

    A new investor in Hialeah who wants to invest in stocks but does not want to micromanage the shares could resort to mutual funds instead. With these, a professional manages a portfolio of stocks for the client, and these are based on the goals set by the individual. It allows a person to enter the stock market without worrying about inexperience.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.