3 Best Financial Services in Miami, FL

“Guerra Financial Group is proud to uphold the highest ethical and professional standards in the industry. Their fiduciary advisors have over 200 years of collective experience helping clients reach their financial goals. Guerra Financial Group's 5-step process is designed to transform how families retire by ensuring they are perfectly prepared and that their financial strategies align with their goals, needs, and values. The firm specializes in investment management. They enjoy showing clients how much they value them through exclusive events throughout the year. Their financial advisors are strictly held to the fiduciary standard while working with all existing and new clients, helping to grow their business. In addition, they appear on radio and television programs and hold hundreds of seminars on the importance of financial education and retirement income planning.”

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“Florida Financial Advisors are a full-service comprehensive financial and wealth management firm with a keen focus on helping their clients realize their dreams. They take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future. Jason Mickool is the president of Florida Financial Advisors. He is a seasoned industry expert with 30 years of experience in financial planning, particularly for high-net-worth individuals and business owners. His experiences in Florida illuminated the unique financial needs of local residents, inspiring him to establish Florida Financial Advisors (FFA). Florida Financial Advisors are a group of professionals committed to helping you achieve your needs and goals in life. They look forward to truly getting to know you so they can work together with you to develop a financial plan that fits with your path in life. They provide a free consultation.”

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“Barnett Capital Advisors is dedicated to providing wealth management strategies that are tailored to you and your situation. As a financial advisory firm, its primary focus is to provide unbiased opinions that are designed to achieve long-term investment results. Andrew Carrillo is a Certified Financial Planner and the President and Founder of Barnett Capital Advisors. He began his career at a Fortune 500 firm but soon decided to become an Independent Financial Advisor, recognizing it would better serve his clients. He has earned several designations, including Certified Financial Planner™ (CFP®), Accredited Wealth Management Advisor? (AWMA®), and Chartered Retirement Planning Counselor? (CRPC®). He holds a degree in International Affairs, focusing on Finance, from Florida State University. Barnett Capital Advisors offers complimentary meetings and extends its services to Boca Raton and Ft. Lauderdale.”

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