3 Best Financial Services in Miami, FL

From the very beginning, the team displayed exceptional professionalism, in-depth knowledge, and a genuine desire to help me improve my financial situation. A huge thank you to Andrew and Danny, who went above and beyond to guide me through the process of achieving financial stability and building a brighter future. They took the time to understand my specific goals, assessed my current situation in detail, and crafted a customized plan that has already started showing incredible results. If you're looking for a financial advisory team that combines knowledge, professionalism, and personalized care, Florida Financial Advisors is the way to go. Thank you, Andrew and Danny—you’ve made a world of difference in my life!

ould not be more pleased with the performance of my advisor Andrew Wilson. Under his guidance I have made $17K more in the past year than I would have made on my own. In addition to being a quality advisor, it must be stated that Andrew's willingness to answer the phone and alter meeting times to accommodate me has been second to none. He has never once complained and has always reached out to me to remind me of our meetings. There is no doubt in my mind I will continue to use Andrew's services for the foreseeable future and I cannot recommend him enough.

Constantine Mckeon is a true trustworthy proffessional caring for my progress and setting a realistic path in reaching successful outcomes. I'm happy to have him in my financial journey. Thank you for all you do!

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.