3 Best Financial Services in Miami, FL

“Guerra Financial Group is dedicated to assisting you and your family identify and pursue your financial goals. Mauro Guerra established the firm in 1986. He has personally advised over 15,000 families on retirement income planning, estate planning, and tax planning. The team at GFG consists of experienced financial professionals passionate about assisting individuals and families in attaining their desired retirements. Their financial advisors adhere strictly to the fiduciary standard, prioritizing the best interests of all existing and new clients while helping their businesses thrive. They're proud to uphold the industry's highest ethical and professional standards. As fiduciary advisors, you can count on the fact that they will always give you recommendations in your best interest. Moreover, they actively engage with the community by participating in radio and television programs and conducting numerous seminars on the significance of financial education and retirement income planning. Contact them today to learn how They've helped thousands of South Floridians and their families fulfill their dreams and create lasting legacies. They can’t wait to connect with you.

UNIQUE FACTS:
• $600m+ With Thousands of Clients
• Online Consultation.”

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“Florida Financial Advisors is a well-known financial advisor in Miami, Florida. Jason Mickool is the president of the firm. He has been in finance for 25 years and knows all the ins and outs of managing investments, planning for retirement, and dealing with taxes. He's also great at protecting people's assets and ensuring they're financially secure. And he doesn't just give advice, he coaches people personally to help them reach their financial goals. He started his career at American Express Financial Advisors, where he demonstrated his integrity and servitude to grow to a Field Vice President. Although enjoying his career as an executive, he always had a passion for helping clients. He and his team are highly trained 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 your path in life. They have customized their services to specifically fit the financial needs of Florida residents. They are a full-service comprehensive financial and wealth management firm focusing on helping their clients. They understand how intimidating it can be to work with a large financial group, so they take a personalized approach and work together with you to navigate your financial strategy.

UNIQUE FACTS:
• Free Consultation
• Retirement Calculator.”

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“Barnett Capital Advisors operates as an independent firm in Miami, FL, with Andrew Carrillo serving as the President and Founder. Although Andrew commenced his career at a Fortune 500 company, he decided to leave, recognizing the advantages of becoming an Independent Financial Advisor for the benefit of his present and future clients. The firm specializes in the Coverdell education savings plan and is dedicated to assisting clients in achieving long-term investment performance. Barnett Capital Advisors is equipped to proactively manage and control debt related to significant purchases or preparing for a child's post-secondary education. They firmly believe that effective personal financial planning is crucial for managing wealth and accomplishing financial goals. Whether you've had a financial plan in the past or are creating one for the first time, they will assist you in evaluating your current situation, establishing short and long-term financial goals, and tracking your progress. Recognizing the complexity of financial products in the market, Barnett Capital Advisors emphasizes making informed decisions tailored to individual client needs. After a thorough assessment, clients are better equipped to choose from a comprehensive suite of products and services that address their unique situations. The firm offers complimentary meetings and extends its services to Boca Raton and Ft. Lauderdale.”

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