Financial Advising near Miramar, FL

14 locations found near Miramar

“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

“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

“I’ve known Ricky for many years and have always been impressed by his professionalism, integrity, and commitment to helping others. He genuinely cares about his clients and takes the time to understand their needs, ensuring they receive the best guidance and service possible. Ricky is knowledgeable, trustworthy, and always willing to go the extra mile. I highly recommend Ricky and the team at Pinnacle Financial Group to anyone looking for a reliable financial and insurance professional”

5 Superb52 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

“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

“Well done and endless thanks to Mike! The situation of this transaction had a tight schedule and also from the beginning the process was very complicated, but Mike, Frankie, Edith and the entire fulfilled everything expected. I had the opportunity and luck to have Mike Lewis (President of Florida Mortgage Solutions) work directly on the purchase of my home! I am a Realtor and the way in which Mike with his experience and great knowledge made this possible has left me very impressed and at the same time grateful for everything he has done, even more than expected. That really speaks to how well your office is run and the caliber of the specialists who handled the processing of my entire loan! I will recommend to all my clients to work with this mortgage company.

If I can put more than 5 start, I will rate this as 10 starts company”

5 Superb47 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 received excellent service from Mathias today at this brokerage branch (not a bank, so if you do a deposit, it must be to a brokerage or investment account). It was a busy lunch hour and Mathias was the only one available to serve customers at the time, but he remained positive, professional, and patient while greeting each person who walked through the door, identified customer needs, and attended to each one.”

2.8 Average37 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 Average51 Reviews

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