Financial Advising in Miami, FL
9 locations found near Miami
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Financial Advising
Financial Advising
“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!”
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
“Agents made me feel that there is hope, although they can't make everything disappear, you still feel that sense of opportunity and forward to the future. They can definitely lead you to the right path, the journey is up to us . Thanks for the help and security.”
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
Financial Advising
Financial Advising
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“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.”