3 Best Financial Services in Miami, FL

Andrew Carrillo has been my trusted financial planner for more than 5 years. I met him at a financial seminar about annuities, shortly after my retirement. I was impressed with his presentation, professional manner, and experience. I made an appointment, and he spent 3 hours reviewing my portfolio, speaking with my two past employers to understand my pensions, and making recommendations for investments - considering my age, short- and long-term goals, and lifestyle. Despite inflation, a fluctuating stock market, and several large expenses (moving from Florida to New Jersey, buying a new car, increased costs for rent, income tax, travel, etc.), Andrew has managed to increase the value of my investments, making adjustments and recommendations at our annual review meeting and periodically during the year, as needed. Any time I have had a question or needed quick cash, Andrew responded in a timely manner. I have many concerns and worries in life. Having Andrew at the helm of my financial area allows me to have one less thing to worry about. Highly recommended.

The team at Barnett Capital Advisors are top notch and care for their clients interest with the utmost discretion, integrity, market knowledge and professional experience. I have been with Andrew Carrillo my financial advisor for a few years and he has been very helpful and patient with me, expanding my limited knowledge of this unusually unstable market. We are always communicating and I feel he listens and advises me well, standing firm with the strategies that have proven to work well in good times and bad. Andrew and I also discuss ways to maximize savings in other areas of finance helping me to look at my entire portfolio as I move into retirement. My future is in moving in the right direction and I have Andrew Carrillo to Thank...

I found out about this business after I received a referral from Dave Ramsey Smartvestors. I initially received an email and was contacted. Highly recommend! Clearly passionate about helping clients understand their finances. Greatly improved my wealth management and investment knowledge.

Professionalism, Responsiveness Mr Juan Pablo Bejarano is an excellent financial advisor. I have been working with him for just over 8 years now and have been very pleased with my returns, he talks in Spanish with me and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services and ideas.

Great people, very professional and do excellent homework when I ask them for advice. I have several years with them, and my wife and I are very happy. J. P. and John are the best. I highly recommend them without hesitation.

JP took the time to understand our goals and tailored recommendations that have significantly improved our financial outlook. I highly recommend JP for his professionalism, knowledge, and dedication to client success.