3 Best Financial Services in Miami, FL

“Guerra Financial Group is dedicated to assisting you and your family in identifying and pursuing your financial goals. Mauro Guerra established the firm. 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 who are 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. Guerra Financial Group manages over $600 million with thousands of clients and offers online consultations. Contact them today to learn how They've helped thousands of South Floridians and their families fulfill their dreams and create lasting legacies.”

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“Florida Financial Advisors is a full-service comprehensive financial and wealth management firm dedicated to helping their clients achieve their financial goals. 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. 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 fit the financial needs of Florida residents specifically. 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. They offer free consultations.”

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“Barnett Capital Advisors, founded by Andrew Carrillo, specializes in the Coverdell education savings plan and is committed to helping clients achieve long-term investment performance. After starting his career at a Fortune 500 company, Andrew transitioned to become an Independent Financial Advisor, recognizing the benefits it would bring to his current and future clients. 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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