Financial Advising near Miami Beach, FL
27 locations found near Miami Beach
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Financial Advising
Financial Advising
“Dawn Tyson As my customer service representative today was amazing she really help me out with my device. Showed me new things to ale it easy for me too loveeeeee it great work keep it up.”
Financial Advising
“Ebenezer Tax Service is very professional and very good. I been getting my tax done here over 20 something years. Please stop by and have your taxes done here you will not regret it.”
Financial Advising
“Marshall has been my financial advisor for the past two years, and I couldn't be more satisfied with his expertise and guidance. His in-depth knowledge of financial markets and dedication to understanding my unique financial goals have been instrumental in securing a solid financial plan. Marshall's professionalism, responsiveness, and strategic approach make him a standout in the field. I highly recommend Marshall for anyone seeking a reliable and skilled financial advisor.”
Financial Advising
“Pangea has handled our firm's employee benefits for many years now. They are excellent. They have always searched for more cost-effective options for us, and have always been very helpful with our employees with any questions anyone has had, and in helping us with any problems we might have with our benefits providers. Cory has been our main contact over the years, and he especially has been great. Also, I recently had a very good experience with one of their employees, Roxette. Roxette reached out to one of our benefits providers and helped resolve a reimbursement issue very quickly. She is amazing, as is everyone else we have worked with at Pangea!”
Financial Advising
“Excellent service also from Maria. Walked in without an appointment to apply for a checking account debit card as I have an upcoming international trip. Maria completed the process promptly and arranged to have the card overnighted to me once approved so that I can have the card in time before I leave. Never knew there was a Schwab Branch only 2 blocks from my condo in the heart of Brickell, but glad to know one exists. FYI, this debit card has no international transaction fees and will allow you to withdraw from any ATM at no cost and it offers an exchange rate as close to those listed on the XE currency website (rates normally reserved for commercial customers) that I have found.”
Financial Advising
“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.”
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”
Financial Advising
Financial Advising
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
“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!!”
Financial Advising
Financial Advising
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
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
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