Financial Advising near Hialeah, FL

25 locations found near Hialeah

“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%”

5 Superb22 Reviews

“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.”

2.7 Average49 Reviews

“I would like to express my sincere appreciation to David for all the help he provided with the program to pay off my credit card debt. From the very beginning, he demonstrated outstanding customer service, incredible patience, and a genuine willingness to answer all of my questions.

David Colclough explains everything in a clear, professional, and easy-to-understand manner, which made me feel confident and comfortable throughout the entire process. He has a friendly and caring approach that makes people feel valued and at ease, almost like speaking with a trusted family member.

His professionalism, knowledge, and dedication to helping others truly stand out. He goes above and beyond to ensure his clients understand their options and feel supported every step of the way.

I highly recommend David to anyone looking for assistance with debt relief or financial programs. Thank you, David, for your exceptional service, patience, and commitment to helping others.

5/5 Highly Recommended!”

5 Superb172 Reviews

“Have been working with Jakub Viedemann for the better part of this year and have been very happy with his services. Throughout the process, he has shown that he is acting in my best interest and has clearly answered any questions/concerns along the way. He has helped me with various 401K and other retirement accounts to set me up better for the future! Looking forward to a continued working relationship and reaping the benefits in my retirement.”

5 Superb75 Reviews

“Dennis is amazing. He’s incredibly kind, conscientious and brilliant.
He got to know me and came up with a personal plan for my portfolio to grow in leaps and bounds. He is 100% always available to answer questions and explain things. His personal service is beyond anything I could wish for.
I can’t recommend Dennis any higher for anyone that wants to grow their portfolio.”

5 Superb68 Reviews

“My experience with Nayeli was 10/10, she was so patient and explained everything step by step. I felt very secure I was able to fill out my personal information on their app. Overall she awesome I’ve been sending all my friends and family to them. Hopefully I’m able to boost my credit to purchase a home soon.”

4.6 Superb202 Reviews

“Im trying to reach any companies on the past couple weeks and they never convinced me, Claudia answer my phone call and helped me a lot, very professional service”

4.7 Superb128 Reviews

“Don Fallenbaum CPA has been doing my personal taxes for years. Other family members have their personal and business taxes done by Fallenbaum CPA also. I highly recommend Don and his advisors for any personal, business and/or financial advice or planning.”

5 Superb58 Reviews

“I can't recommend Ebenezer Tax Services, Inc. highly enough! Mr. Ernice Joseph made what could have been an overwhelming and stressful process smooth and hassle-free. His attention to detail, expertise, and friendly demeanor put me at ease. I felt confident knowing my taxes were in capable hands. His professionalism and dedication to his clients truly set them apart. I'll definitely be returning next tax season!

Happy tax season. ?? ?”

5 Superb37 Reviews

“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”

4.4 Superb172 Reviews

“If you’re looking for smart, transparent, and actionable financial guidance, Pangea Financial Planning & Employee Benefits is exactly where you want to go. Their team is experienced, credentialed, and focused on real-world results. Whether it’s retirement planning, employee benefits structuring, or long-term wealth strategy, they speak clearly, execute with precision, and never waste your time. Every recommendation feels grounded in experience — not guesswork or jargon.

And then there’s Colbert et al. Consulting…
Let’s be honest: it’s not a consulting firm — it’s a LinkedIn costume party. All branding, no backbone. It’s run like a college group project where the loudest person becomes “CEO” and no one actually knows what they’re doing. They’ll charge you for recycled buzzwords and a Google Doc full of vague advice that could’ve been written by ChatGPT on a bad day.

Colbert is hype without depth — all talk, no traction.
No real frameworks, no financial understanding, no follow-through. If you care about ROI, don’t waste a minute or a dollar there.

With Pangea, you walk away with clarity, confidence, and a plan.
With Colbert, you walk away wondering what just happened and how you got charged for it.”

5 Superb34 Reviews

“Great financial advice and super professional service. I really love Yesit’s transparency and patience in answering all my questions and providing me guidance.”

4.6 Superb29 Reviews

“We have been with Paragon for a little over a year. We are a small company and our Account Rep Deborah Segovia jumps though hoops to help us at any all the time. I truly feel like they are on our side and do what ever they can to help us be successful. I highly recommend anyone looking for a funding company to use Paragon Financial.”

4.7 Superb14 Reviews

“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.”

4.2 Good26 Reviews

“I have never had such a comfortable, honest and transparent conversation with a consultant before. Morris have helped me clarify my financial situation, in business and personal, and guided me with honest suggestions for the future. Besides being professional and knowledgeable, Morris as a person is pleasant and friendly, and my overall experience has been off the charts. Definitely rare in today’s industry. Thank you Morris, for everything!”

5 Superb14 Reviews

“Best accounting firm I have used. I have been with PFC and Ralf for the last 5 years and they always do their best and explain everything. Fair prices with Accounting, Taxes and payroll”

5 Superb22 Reviews

“David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.”

5 Superb6 Reviews

“(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??”

4 Good7 Reviews

“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.”

3.2 Average23 Reviews

“First off I like to apologize to two employees after speaking to one ms. Meeks. I have no dependents and my return was about $800 and change before the fee after she did her did her magic touch I went from 800 to $3200 or more. I was so wrong how I came at them. Because all of them go above and beyond but ms. Meeks has Godly fingers she told me she pray over all her returns. People get upset because they want it their way(I’m guilty of that) all it takes is effective communication! Stop by there’s and they can give u how much you supposed to receive and what every they try so sorry . is a great job.,because I been goiing send my docs via email. I apologize to the one a both of you. God bless”

3.7 Good15 Reviews

“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.”

3.1 Average16 Reviews

“I had the pleasure of working with Dorothy R in searching for flood insurance. I got the best quote from Tanenbaum Harber and she took care of getting everything completed immediately. Dorothy was patient with me and took time to answer emails quickly and thoroughly. I would recommend Tanenbaum Harber Insurance Group for your insurance needs.”

2.2 Poor9 Reviews

“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.”

1.8 Poor5 Reviews

“I have gone in a couple of times and every time Richie has greeted me with friendliness and professionalism. He assists me promptly with whatever I’m coming in for.”

2.1 Poor16 Reviews

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