Financial Advising in Miami, FL

8 locations found near Miami

“Well! I will see how everything works at, I know it will be "bomb diggity", I really need to get my affairs in order, and I know your organization will take care of it.”

4.6 Superb184 Reviews

“Dennis is an exceptional advisor. My experience with Dennis and his team has been wonderful. He cares about me and takes time to personalize my financial life and investments. He provides me with abundant information to help me make informed decisions. I was tired of dealing with big banks and Dennis exceeded my expectations.”

5 Superb38 Reviews

“Very efficient and proactive. Every time we need something, they deliver in a timely manner. We are really happy with their services, that is the reason why we have been with Pangea since 2018.”

5 Superb19 Reviews

“Capitalize has been a game-changer for my business. Their diverse range of options made all the difference. The team's exceptional transparency and dedication to our success have been invaluable. I highly recommend them for any small business financing needs. Thanks to them, our operations have expanded and improved significantly! Thanks to them, we've been able to expand and improve our operations!”

4.6 Superb21 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 Superb5 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

“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 Average15 Reviews