Investing near North Miami, FL

22 locations found near North Miami

“I was very skeptical about the choice of branch when I was trying to figure out which branch to go to since all 3 local branches had some bad reviews. It was very important for me to make sure all my wire transfers go out before 9:30am and it was my first time using this bank in Florida. Thankfully this branch did open on time at exactly 9am and my banker Myrtle Charles was able to help me take care of business in a professional and timely manner. The only service I wish this bank had was at least a few business hours on Saturdays like most other big banks.”

4.6 Superb11 Reviews

“First time working with Union Mortgage Inv. Group. They exceeded my expectations with immediate responses. The client is satisfied, and as a realtor, I feel at ease knowing we are in excellent , professional hands.”

5 Superb107 Reviews

“Dennis is amazing. He’s incredibly kind, conscientious and brilliant.
He got to know me and came up with a personal plan for my portfolio to grow in leaps and bounds. He is 100% always available to answer questions and explain things. His personal service is beyond anything I could wish for.
I can’t recommend Dennis any higher for anyone that wants to grow their portfolio.”

5 Superb68 Reviews

“If you’re looking for smart, transparent, and actionable financial guidance, Pangea Financial Planning & Employee Benefits is exactly where you want to go. Their team is experienced, credentialed, and focused on real-world results. Whether it’s retirement planning, employee benefits structuring, or long-term wealth strategy, they speak clearly, execute with precision, and never waste your time. Every recommendation feels grounded in experience — not guesswork or jargon.

And then there’s Colbert et al. Consulting…
Let’s be honest: it’s not a consulting firm — it’s a LinkedIn costume party. All branding, no backbone. It’s run like a college group project where the loudest person becomes “CEO” and no one actually knows what they’re doing. They’ll charge you for recycled buzzwords and a Google Doc full of vague advice that could’ve been written by ChatGPT on a bad day.

Colbert is hype without depth — all talk, no traction.
No real frameworks, no financial understanding, no follow-through. If you care about ROI, don’t waste a minute or a dollar there.

With Pangea, you walk away with clarity, confidence, and a plan.
With Colbert, you walk away wondering what just happened and how you got charged for it.”

5 Superb34 Reviews

“A while ago I bought bitcoins and tried to sell them with the bad luck that when selling them nothing guaranteed security and also the sales process took 1 week. A friend recommended this new Crypto Exchange to me and it was indeed very successful. I called to make an appointment and go, I managed to get cash the same day with the assurance that everything is done directly in their physical location of the establishment and the customer service is VIP. Congratulations, good things must be recommended!”

4.8 Superb32 Reviews

“I’ve been a member of SunCU for years, and even though I have another bank, I will never get rid of my SunCU account.
About two years ago, I was shopping for a car, and Jennifer Lizardi helped me through every single detail. The previous dealership was trying to take advantage of me, but Jennifer stepped in, guided me, and literally helped me save almost $10,000 on a vehicle that was not worth the inflated price.
Beyond that, every time I speak with Jennifer, she is so positive, encouraging, and full of life. She makes you feel supported, not just as a customer, but as a person. She truly has a gift.
If I could rate Jennifer and the customer service at SunCU, it would be well above a 10. I am beyond grateful for her and for SunCU!”

4.1 Good43 Reviews

“My account with Coral Gables Trust is fairly new and already I’ve been given so much attention by the team. Their service is unmatched, I’ve already been included in several of their educational events which my daughter and myself have greatly benefited from. If local small businesses matter to you this is the place.”

4.2 Good26 Reviews

“I have never had such a comfortable, honest and transparent conversation with a consultant before. Morris have helped me clarify my financial situation, in business and personal, and guided me with honest suggestions for the future. Besides being professional and knowledgeable, Morris as a person is pleasant and friendly, and my overall experience has been off the charts. Definitely rare in today’s industry. Thank you Morris, for everything!”

5 Superb14 Reviews

“It is a boutique bank but very friendly. They treat you like a friend and not just like another costumer. They do their best to resolve your issues, they are all bilingual and that's really helpful when it comes to this matter. Highly recommended for personal and business accounts. I've been a costumer for +25 years and I will never change this branch”

4.5 Superb20 Reviews

“By far the best company I've worked for. In the feels today and it feels great to be apart of Bar Invest! The work they have put in for my property doesn't go unnoticed! Such a blessing!”

4.1 Good30 Reviews

“This is the most professional bank with great workers. I had help with my financial situations with Kaylin, she’s very knowledgeable and very good at what she does. I will continue to ask for her help when needed. Thank you for having her.”

4.1 Good17 Reviews

“Another positive experience with this bank branch. Fabiana Quintero was very helpful and attentive. She spent over two hours helping me make some wire transfers and even made me some coffee while we waited for transactions to go through. Parking was not an issue. Branch opened doors on time. Wish they were open on Saturdays.”

3.7 Good18 Reviews

“I have visited this office on several occasions for various matters, and without a doubt, they provide excellent service, especially in both English and Spanish. Siéntete seguro de interactuar con las chicas de recepción … no encontré parking free para los tacaños.”

3.6 Good14 Reviews

“My experience at this office was very positive one from the time I arrived; the way I was greeted, to the time I left the office. Everyone I met was highly professional and cordial. The financial advisor I met, Steven Mayo, was excellent and exceeded my expectations in the way he explained things, the amount of time he spent, and the diligent way in which he acted helping me fill out necessary forms. I felt very comfortable and at ease during and after my meeting with Steven. I highly recommend this Fidelity office.”

3.2 Average23 Reviews

“I had an outstanding experience at the PNC Bank branch in Aventura! They provided me with a personal loan quickly and seamlessly. The entire team was incredibly helpful, friendly, and professional. Every step was easy, and their customer service was amazing. I couldn’t be more grateful—highly recommend this branch!”

2.9 Average68 Reviews

“I did the credit builder loan with Abel 7 months ago and it kick started my credit. Now I have 2 credit cards and my Fico score is 718. I didn't even know that type of loan existed. I'm beyond thankful for all his help!”

4.3 Superb18 Reviews

“I just wanted to share a quick note about my experience with Santos at PNC. He was incredibly helpful and made the whole process of opening a business bank account super easy and seamless. Not only did I get everything done in about 30 to 40 minutes, but he also took the time to educate me on the right products my business would need. Overall, fantastic service!”

2.6 Average37 Reviews

“(Translated by Google) My greetings ? to everyone as a volunteer quality inspector I tell you that the place is very nice, pleasant, the people are very polite, friendly and speak English and Spanish as well(Original)Mi saludo ? para todos como inspector calidad voluntario le digo que lugar esta muy lindos agradable las personas son muy educados amables y hablan inglés y español también”

3.2 Average14 Reviews

“Amazing Service!

I came here to recover some information of a closed business account and both trips were a pleasure. Incredible customer service and accommodation.

Nelly, Matthew, and Barbara were extremely helpful. Because of their customer service our company is considering rebanking here!”

2.8 Average11 Reviews

“The attention is cordial and very effective. The employees are friendly, they fully fulfill their role, including providing detailed information on all procedures.”

2.1 Poor43 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.”

2.2 Poor15 Reviews

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