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A&G
- Company
“This company really knows what they doing, excellent service, I have worked with them for 6 years for my personal, family and business taxes, if you want good service these people is for you.”
Best Financial Advisors in Coral Gables, FL
24 firms listed · 23 in Coral Gables · 4 open weekends · 18 rated 4.5+
Data verified October 18, 2026
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JCM Corporate
- Tax
- Office
- Accountant
“I recently had the pleasure of working with Javier for my personal tax preparation and accounting needs, and I must say, the experience exceeded all of my expectations.”
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Elaine King
- Speaking
- Expense
- Goals
“In the courses I took with the miss, the truth is I realized several things that I did out of good habit but in my ignorance regarding financial knowledge, I learned many things that were equally interesting even though at some point I flatly refused...”
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Hiram Hernandez Financial Services
“He approaches his clients openly to learn in what ways he can provide expertise and offers insight for short term and long term financial success.”
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Benitez & Company Cpas
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RPC Advisory Group .
- Needs
“I've had the privilege of working with Remy Dou in the past, and can affirmatively say he is both professional and knowledgeable.”
The 24 firms listed for Coral Gables, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Coral Gables, FL
Of the 24 firms we list here, 23 are in Coral Gables itself and 1 comes from Miami (7 mi). 19 of the firms on this page have a rating, from 4.3 to 5.0 across 99 reviews; 18 are rated 4.5 or higher. 4 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (6), retirement planning (4), business advisory (2) and investment strategies (2). 15 have ten or more years of experience, the longest 33 years. 2 are family- or locally-owned. 2 have Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Coral Gables take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Anthem Advisors
- Team
- Retirement
“Jimmy and the team at Anthem were very efficient and professional in creating a financial plan for me that is in line with my current and long term goals.”
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Azzendo Wealth Advisors
“Amazing service, best financial advisor in Miami.”
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Private Wealth Management of Coral Gables
“Excellent”
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Meira Wealth
- Team
“My wife and I have been partners with them for almost 30 years, and I have never had one instance where a question has gone unanswered and a concern has gone unaddressed.”
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Bermont Gold Wealth Advisory of Raymond James
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NCA Financial Services
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Genesis Wealth Management
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Mellig Group - Wealth Advisors
“Very professional, discreet, patient, educative, and above all willing to aid in other areas of financial education where needed.”
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Ladin Tax & Financial Group
“I have worked with Ladin 2 years now and am very happy with the value I am receiving and the repor we have developed.”
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Charles Schwab International – Latin America Center
“If the future investor wishes to act on his or her own account, without transaction costs, I consider that it is essential that he or she have training in finance and/or accounting, although Schwab offers professional advisory services at an addition...”
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Medina Capital
“Spectacular I recommend it very cozy”
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Jiron & Company, Cpa, PA
“We have trusted our company's accounting and tax preparation to them for many years.”
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Celaya Wealth Management
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Forem Investments
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Reinvest Capital
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The Gables Legacy Group
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Firestone Capital Management
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Universal Wealth Managers
Retirement Planning and Investment Management Services in Coral Gables, FL Cost Estimates
Minimum cost
$1023
Maximum cost
$8688
National Average
$3067
Avg Per Hour Rates
$307
$2045
$5622
Fair price range is based on 544 cost profiles
Why these companies made our list
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