Financial Advising near Miami Lakes, FL

13 locations found near Miami Lakes

“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

“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

“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

“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

“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

“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 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

“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 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