Financial Advising near Miami Beach, FL
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11 locations found near Miami Beach
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1688 Meridian Ave Ste 600 & 700, Miami Beach FL 33139
“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!”
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524 Arthur Godfrey Rd 2nd and 3rd Floor, Miami Beach FL 33140
“My experience was great! Lidia was very kind,helpful,responsible, and patient throughout the call. I talked to two other people before and they couldn't help with the problem, but Lidia did. Thank you”
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10425 NW 7th Ave, North Miami FL 33150
“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. ?? ?”
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1395 Brickell Ave Suite #800, Miami FL 33131
“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.”
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1701 Ponce de Leon Blvd Suite 305, Coral Gables FL 33134
“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”
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255 Alhambra Cir #333, Coral Gables FL 33134
“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.”
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7971 Riviera Boulevard Ste 331, Miramar FL 33023
“Trust is exactly what Treece Financial Group is all about. David, Adrianna and team went above and beyond to fulfill all of my mother's investment needs for several years. When she passed they were kind, detailed and efficient to our family. They handled all of my mother's investments and made sure to honor everything she requested after her passing. It was done properly and they helped our family answer multiple questions or concerns' regarding her investments and disbursements. I would highly recommend Treece Financial Group for all investment needs.”
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1448 NE 163rd St, North Miami Beach FL 33162
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121 Alhambra Plz Suite 150, Coral Gables FL 33134
“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.”
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110 Merrick Wy Ste 1, Coral Gables FL 33134
“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.”
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801 Brickell Ave Apt 640, Miami FL 33131
“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.”
