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9AM - 5:30PM
8200 NW 52nd Terrace 2nd floor, Doral
Financial Advising
“Alexander took great care of me and response time was impecable. was approved within a couple of hours once they received all documents. Staff worked great together and meet all our needs for a small business loan!!!! highly reccommend”
“They explained the process clearly and set realistic expectations. Communication was consistent. No pressure and no gimmicks. I saw real improvements and understood every step.”
“I am currently working with Reece Ellison to assist with my retirement plan. He is assisting me w/ newer paths to fit my needs and takes his time to explain the different plans . I would very highly recommend him.”
“Making the decision to go this route to get rid of my debt was made so much easier with the help and compassion of Catherine Ceballos. Not only was she quick to respond to my questions and there were many she was very knowledgeable and kind. If we had more employees like Catherine in our day to day interactions things would go alot smoother. I hope if anyone that reads this and is on the fence about going this route to get rid of their debt calls Madison Monroe and gets this ace counselor.”
“This company is excellent in every way, reliable, they help you throughout the entire process and make everything so simple. The entire team and Johanna, an excellent and professional person, I recommend them 100%”
“My account with Coral Gables Trust is fairly new and already I’ve been given so much attention by the team. Their service is unmatched, I’ve already been included in several of their educational events which my daughter and myself have greatly benefited from. If local small businesses matter to you this is the place.”
“I have visited this office on several occasions for various matters, and without a doubt, they provide excellent service, especially in both English and Spanish. Siéntete seguro de interactuar con las chicas de recepción … no encontré parking free para los tacaños.”
“My experience at this office was very positive one from the time I arrived; the way I was greeted, to the time I left the office. Everyone I met was highly professional and cordial. The financial advisor I met, Steven Mayo, was excellent and exceeded my expectations in the way he explained things, the amount of time he spent, and the diligent way in which he acted helping me fill out necessary forms. I felt very comfortable and at ease during and after my meeting with Steven. I highly recommend this Fidelity office.”
“(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??”
“Jose was very attentive, respectful and informative for the entire duration of my appointment and helped me get what I wanted. Very helpful during the process and explained everything to me clearly. I took one of his business cards for future reference whenever I need to come back, so my appointment can be with him. Thank you for helping me.”
8:30AM - 4PM
5782 SW 8th St, Miami
Financial Advising
“Exceptional Service from Yoelkis Monrabal!
I had an excellent experience working with Yoelkis Monrabal. She was professional, knowledgeable, and went above and beyond to assist me with my banking needs. Her patience and attention to detail made the entire process smooth and stress-free. It’s rare to find someone so dedicated and genuinely caring. I highly recommend Yoelkis for anyone looking for outstanding customer service and reliable financial guidance.”
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“Great financial advice and super professional service. I really love Yesit’s transparency and patience in answering all my questions and providing me guidance.”