Close
Get Listed
 
Laurels

Best Financial Advisors in Hialeah
2021

We scored 70 Financial Advisors in Hialeah, FL and Picked the Top 16

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

True Wealth Advisory Group

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 70 48 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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.

Click to Call

DORAL, FL 33166

Website

(305) 400-9431 Website

Reputation: A

More Info

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:

7 (Good)

Score Consistency:

Consistent (Best)

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.

Click to Call

Coral Gables, FL 33146

Website

(305) 482-3002 Website

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.

Click to Call

Coral Gables, FL 33146

Website

(305) 669-5070 Website

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.

Click to Call

Coral Gables, FL 33134

Website

(786) 888-9400 Website

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.

Click to Call

Coral Gables, FL 33134

Website

(305) 648-9814 Website

Reputation: A

More Info

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:

3 (Good)

Score Consistency:

Consistent (Best)

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.

Click to Call

Coral Gables, FL 33134

Website

(305) 446-3268 Website

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.

Click to Call

Coral Gables, FL 33146

Website

(305) 448-9577 Website

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.

Click to Call

Coral Gables, FL 33146

Website

(305) 448-8882 Website

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.

Click to Call

Coral Gables, FL 33146

Website

(305) 669-2119 Website

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.

Click to Call

Miami Lakes, FL 33014

Website

(305) 299-6535 Website

Reputation: A

More Info

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)

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.

Click to Call

Coral Gables, FL 33134

Website

(786) 393-6960 Website

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.

Click to Call

Coral Gables, FL 33134

Website

(305) 444-4898 Website

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.

Click to Call

Coral Gables, FL 33146

Website

(786) 332-6050 Website

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.

Click to Call

Coral Gables, FL 33134

Website

(786) 646-9140 Website

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.

Click to Call

Coral Gables, FL 33134

Website

(305) 461-7093 Website

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.

Click to Call

Coral Gables, FL 33134

Website

(786) 358-0050 Website

Wrong city? Here are some nearby places:

Other top picks in your area

Search for Financial Advisors near you