Financial Advising near Doral, FL
22 locations found near Doral
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Financial Advising
Financial Advising
“The accountant Luis is awesome he really cares about your concerns and why you need the loan and what I wanted to do with the loan.I just went on and on because Im very passionate about my business he didnt brush me off we had some bumps in the road he didnt get frustrated with me he maintained a compassionate professional attitude all the way through the process. We need alot more of peolpe like Luis thank you for being great and going above and beyond to help your clients!!!!”
Financial Advising
“I am gratefull for this business. I was recommended to them with no hopes and a few months later I was able to finance my first vehicle and rent a property and get credit cards. Thanks for all the great you do to the community”
Financial Advising
“Samantha has been extremely helpful and resourceful in assisting me with staying on track with my consolidation, and hands down the best account executive I have had during this experience!”
Financial Advising
“Agents made me feel that there is hope, although they can't make everything disappear, you still feel that sense of opportunity and forward to the future. They can definitely lead you to the right path, the journey is up to us . Thanks for the help and security.”
Financial Advising
“Many thanks to Prominent and Rafael. I come here every year from Orlando to do my taxes and he always does the best job. I started with them in 2017 and look forward to seeing them every year. Thank you!!”
8:30AM - 5PM
1 Alhambra Plaza STE 950, Coral Gables
Financial Advising
“(Translated by Google) My experience at Charles Schwab has been very positive, it is one of the largest low cost brokers in the USA. Their website is very complete since they offer many resources to document yourself before placing an investment order in any of the options: stocks, bonds, ETFs, etc. In the event that the future investor wishes to act on their own, without transaction costs, I consider it essential that they have a background in finance and/or accounting, although Schwab offers professional advisory services at an additional cost. Safeguard of Responsibility: This is a personal opinion and should not be taken as an Investment recommendation since there is a risk of loss of part or all of the capital(Original)Mi experiencia en Charles Schwab ha sido muy positiva, es uno de los brokers de bajo costo mas grandes de USA. Su página web es muy completa ya que ofrecen muchos recursos para documentarse antes de colocar una orden de Inversión en cualquiera de las opciones: acciones, bonos, ETFs, etc. En caso de que el futuro inversor desee actuar por cuenta propia, sin costos de transacción, considero que es imprescindible que tenga formación en finanzas y/o contabilidad, aunque Schwab ofrece servicios de asesoramiento profesional con un costo adicional. Salvaguarda de Responsabilidad: Está es una opinión personal y no debe tomarse como una recomendación de Inversión ya que existe el riesgo de pérdida de parte o todo el capital”
8:30AM - 5:30PM
3310 Mary St Suite 501, Miami
Financial Advising
Financial Advising
“I have been a client at Charles Schwab, Coral Gables for several years and find that their services are excellent. The front desk (Aimee) always greets with a smile and is very knowledgeable. She goes out of her way to assist and is very resourceful with a vast understanding of financial banking. The financial advisors are readily available to discuss our concerns especially with the increase in market volatility.I look forward to our continued relationship !E. BetancourtCoral Gables”
Financial Advising
“I was impressed with the advice I received from my advisor Daniel Perez, but think it could've been a little more thorough. He was very helpful in having me transfer some additional funds I had in a lower yielding savings account into much higher yielding SIPC insured Money Market funds. Very knowledgeable and helpful overall as were the other staff there. The office location and layout are beautiful. Things that could be improved are to have a receptionist in the lobby to check you in, greet you etc, and that the advisor takes a little more time with you. I felt a bit rushed. Decaf coffee in the free beverages would be a plus as I'm sure many clients have to watch their caffeine intake. Overall a postive experience and I'd recommend them, but would just like to feel less rushed and have other potential investment asset allocations explored.”
Financial Advising
“ATM fast service, this Wells Fargo is great to start small business and open new accounts. I just open a business account and following certain guide lines I'm able to earn $300 just by having some money in my account for a total of 2 month. Great service”
Financial Advising
“(Translated by Google) Excellent service from Odalys.With her help, some friends were able to improve their credit to buy their first home. Recommended??(Original)Excelente servicio de Odalys.Con su ayuda unos amigos pudieron mejorar su crédito para comprar su primera casa. Recomendado??”
8:30AM - 5:30PM
255 Alhambra Cir #333, Coral Gables
Financial Advising
“Life will surely teach you lesson before you will experience the good part of it , I have a bad experience falling from one scam to another until I read up a post about Mrs MICHELLE MILDRED, i was still in doubt kept seeing many testimony's of her good work so I was convinced and decided to give it a try and I gave in my last shot and invested $1000 for a start,she really played her own part of the deal as she promised me, now I have gotten my second withdrawal without paying for other charges fee like other account manager, If you are searching for an honest account manager, search no more and add up Mrs MILCHELLE MILDRED who taught me all I needed to know, thank you mam and may you have strength to continue to help others like you did for me.”
Financial Advising
8:30AM - 4PM
5782 SW 8th St, Miami
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
8:30 AM - 4:00 PM
8341 W Flagler St, Miami
Financial Advising
Financial Advising
Financial Advising
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