Laurels

Best Financial
Advisors
in Miami
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Miami 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 110 72 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.

Barnett Capital Advisors

Barnett Capital Advisors is a business based in Miami, Florida, serving clients from all over the region and the adjoining communities. It's an independent asset management and retirement planning firm dedicated to assisting retirees in enjoying their golden years by offering unbiased advice, strategic planning, and smart investment strategies. The skilled financial planners incorporate all financial aspects of a client's life in creating a customized roadmap detailing all the steps required to meet their desired outcomes.

1428 Brickell Ave
Miami, FL 33131

Website

Cela Advisors

Cela Advisors is an independent financial advisory practice that only receives income from client fees. Cela Advisors specializes in investment management and consulting, but it does not require a minimum portfolio size. The firm has its financial advice tailor-made for their clients' existing assets, and it invites its clients to have their voice heard in the investment planning process. Cela Advisors values transparency of its own operations while protecting its client information.

Miami, FL 33156

Website

Dagel Financial, Inc.

Dagel Financial, Inc. is a Miami advisory firm with a strong focus on client satisfaction. The firm provides professional, individualized advice for retirement and personal finances for competitive prices. To ensure that its advice is only for the best interests of its clients, Dagel Financial, Inc. does not accept commissions or any other funding from third parties.

Miami, FL 33186

Website

Guerra Financial Group

Guerra Financial Group is a family-oriented practice that aims to help clients in the Miami metro area achieve their financial goals. The business's advisors focus on optimizing their clients' current finances and helping them prepare for the future. Guerra Financial Group can help plan for retirement, taxes, risk management, budgeting, and insurance in addition to providing general financial advice. The practice and its advisors have been featured on television, on radio stations, in local newspapers, and in magazines such as the Senior Market Advisor Magazine.

Miami, FL 33173

Website

Ladin Tax & Financial Group

Ladin Tax & Financial Group is an independent financial services firm focusing on retirement strategies for individuals. The Coral Gables-based 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 and his firm's services include tax minimization strategies, retirement income planning, legacy planning, asset protection, and wealth accumulation solutions.

Coral Gables, FL 33134

Website

Meg Green & Associates

Meg Green & Associates has been serving Miami clients in need of financial counseling since 1984. Its team of advisors has over 150 years of combined experience specializing in financial investments with both short and long-term solutions. The practice helps individuals with national and international portfolio management, financial planning, investment options, and advanced reporting services. Meg Green & Associates works with legal, financial, and other professionals to secure ideal investment results. The firm's financial advice has been featured on national television and in printed publications such as the Miami Herald.

Miami, FL 33180

Website

Provenance Wealth Advisors

Provenance Wealth Advisors is a financial firm that serves retirees, businessmen, and professionals in the Miami metro area. The firm's advisors draw from knowledge and experience from a range of fields, allowing them to offer a unique, comprehensive, and insightful point of view when planning for estates, insurance, investments, retirement, and family with special needs. Provenance Wealth Advisors values the success of its clients as well as its local community.

Miami, FL 33131

Website

Silverman Financial, Inc.

Silverman Financial, Inc. seeks to provide effective solutions for important financial issues. The boutique practice focuses on retirees and clients who are planning to be, offering services such as life insurance analysis, 401(k) rollovers, severance benefits, IRA analysis, and estate planning. The firm's staff members value customer service and satisfaction. Owner Marc Silverman is a licensed broker and investment advisor, and he has worked in the financial planning field since 1983.

Miami, FL 33156

Website

Tobias Financial Advisors

Tobias Financial Advisors has more than 35 years of experience educating and coaching individuals in the Miami area. The firm, based in Plantation, has been featured on live television and other media such as The Wall Street Journal, The Miami Herald, Reuters, and South Florida Business Journal. The firm's knowledgeable advisors take their time to build professional relationships with their clients and offer a broad range of services to best serve them, including services such as managing investments, planning for charity, planning for estates, and planning for college tuition.

Plantation, FL 33324

Website

Treece Financial Group

Treece Financial Group is a Miami Shores financial advisor practice that takes a holistic approach to financial problems. The owner David Treece has extensive experience helping with the finances of elderly clients and bereaved families. Mr. Treece has also fought against fraud and scams, protected client assets, and won insurance claims on the behalf of his wronged clients. In addition to securing general financial security, Treece Financial Group also focuses on managing investments for the future.

Miami Shores, FL 33138

Website

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