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 111 73 17

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

Cela Advisors

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Cela Advisors is an independent financial advisory practice that renders its services in Miami. The firm analyzes its clients' financial life to develop a personalized plan that can help them attain their personal goals. This plan includes estate planning, insurance evaluation, portfolio management, and the establishment of retirement objectives. In addition, its team provides consulting and investment advice. Cela Advisors was founded by Ana Cela Harris who is a certified financial planner and a member of the Financial Planning Association

8950 Southwest 74th Court
Miami, FL 33156

Website

EisnerAmper

  • Certified Financial Planner (CFP)

EisnerAmper assists Miami clients in navigating their finances to obtain their desired financial lifestyle. The financial advisory firm provides clients with coordinated and comprehensive financial plans. These include asset protection, investment management, and estate planning. The firm also builds tailored investment portfolios for clients. Moreover, the firm provides services for corporate retirement planning and investments. It also deals with corporate and executive benefits. EisnerAmper has been featured on Forbes, InvestmentNews, and Yahoo!

1001 Brickell Bay Drive
Miami, FL 33131

Website

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