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Miami Gardens, FLMiami Gardens, FL
Florida Financial Advisors is a full-service financial and wealth management firm serving Miami Gardens. It offers a wide range of financial planning services including 401(k) strategies, employer benefits optimization, and tax and insurance strategies. Its team of advisors takes its time to know clients personally and provides them with progress updates once a financial plan has been created. The firm partners with various companies like Charles Schwab and Amerlife. Its president, Jason Mickool, has 25 years of experience assisting business owners and high-net-worth individuals.
1444 Biscayne Blvd Suite 302, Miami, FL 33132
Miami, FL 33132
Fuster Financial Group is an advisory firm that has been serving clients in Miami Gardens since 2017. It helps entrepreneurs, professionals, and retirees in financial planning, asset management, insurance, and estate conservation. It advises and educates clients about financial concepts and products such as bonds, stocks, brokerage accounts, and annuities. The company's founder, Pastor Fuster Jr., is a Certified Financial Planner with over 15 years of experience working for firms including JPMorgan Chase, Wachovia Securities, and Wells Fargo Advisors.
6625 Miami Lakes Drive Suite 381, Miami Lakes, FL 33014
Miami Lakes, FL 33014
Genesis Wealth Management, Inc., is an independent investment advisory firm that serves families, individuals, and business owners in Miami Gardens. Included in its services is financial plan development, which involves creating tax, estate, insurance, and retirement income plans. Its team also helps build investment portfolios, accessing institutional assets and managing clients' risks in the process. Firm founder Mario Yngerto is a Certified Private Wealth Advisor with over two decades of experience. He is a past president of the Financial Planning Association Dallas Ft. Worth Chapter.
2525 Ponce De Leon Blvd., Suite 300, Coral Gables, FL 33134
Coral Gables, FL 33134
Katharine Desoto is a financial advisor at Morgan Stanley who serves clients in Miami Gardens. She helps individuals and families achieve their financial goals through retirement planning, family budget management, and estate planning. As a workplace advisor for equity compensation, Katharine has experience in equity award optimization. She is part of the Spectrum Group, which serves affluent investors, foundations, and corporations. Morgan Stanley has been providing financial services for more than 80 years.
20807 Biscayne Blvd 5th & 6th Fl, Aventura, FL 33180
Aventura, FL 33180
Kristi Clark is a financial advisor and investment broker under Thrivent. She and her team serve individuals, families, and groups in and around Miami Gardens. She helps clients achieve their financial goals through life insurance, retirement planning, bank products, and charitable giving. Her affiliate, Thrivent, is a Christian community established in 1902 seeking to support churches and non-profit organizations. The company was named as one of the World's Most Ethical Companies by Ethisphere Institute 10 years in a row.
150 E Palmetto Park Rd Ste 800, Boca Raton, FL 33432
Boca Raton, FL 33432
Morris Financial helps clients obtain financial security through its financial planning services. Serving Miami Gardens, the firm creates personalized financial roadmaps for each client, helping them manage their wealth, plan for the future, and secure their assets based on their long-term goals. Its professionals handle retirement planning, college funding counseling, and estate planning. It also assists in purchasing insurance products that provide financial protection in case of accidents. Morris C. Esquenazi is a Certified Financial Planner who has been representing Northwestern Mutual since 2011.
19950 W Country Club Dr Suite 802, Aventura, FL 33180
Aventura, FL 33180
Established in 2000, Northstar Financial Planners, Inc., is an advisory firm that caters to clients in and around Miami Gardens. It reviews the financial histories of individuals and couples, from their annual income to credit scores. The firm then assists them in developing strategies to achieve a stable retirement through investments and savings accounts. In addition to traditional clients, the firm offers a specialized retirement plan for firefighters and police officers. Founder Allen Giese has been a financial advisor for over 30 years and is a Chartered Life Underwriter.
1250 S. Pine Island Road, Suite 275, Plantation, FL 33324
Plantation, FL 33324
The Henderson Financial Group is a full-service investment advisory firm serving Miami Gardens. It provides financial planning services to persons who are fresh out of college, freshly married, or planning for retirement. Its team also helps clients in securing their future through insurance planning, investment management, and small business planning. The company's founder, Robert Henderson Jr., is a Certified Financial Planner and a real estate broker who authored the book called "The New Underground Railroad: Breaking the Chains of Economic Bondage."
5793 A NW 151 Street, Miami Lakes, FL 33014
Miami Lakes, FL 33014
Tobias Financial Advisors has over 40 years of cumulative experience in various aspects of wealth planning. Serving Miami Gardens and the neighboring communities, the firm provides a range of wealth management services, such as risk management, cash flow management, and tax, retirement, and estate planning. All of the company's advisors are Certified Financial Planners who help clients set goals, review financial health, and develop customized plans. They also act as accountability coaches to help them stay on track in meeting their financial goals.
1000 S. Pine Island Road, Suite 450, Plantation, FL 33324
Plantation, FL 33324