Strategic Investment Services
“His personalized approach and insightful advice have helped me navigate the complexities of investing with confidence.”
Best Financial Advisors near Homestead, FL
There are no firms listed in Homestead itself yet; the 10 below are the closest options, from towns including Miami (6, 26 mi), Goulds (1, 9 mi) and Palmetto Bay (1, 13 mi).
4 open weekends · 7 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Book onlineBook
Yamile la Contadora
“Yamile, an excellent professional, knowledgeable on the subject, he recommends her as an accountant.”
Pacific Group & Associates
“It is a pleasure to have the support of companies like Pacific Group.”
Eastern Financial Florida CU
Even Steven Money Financial Coaching
“He's helped me change some VERY bad habits and I now have an emergency fund for the first time in my life at 38.”
20th Century Financial & Tax Service
“Very professional and always informative I will definitely be seeing them again next year”
The 10 firms listed for Homestead, 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: Homestead, FL
7 of the 10 firms on this page have a rating, from 4.7 to 5.0 across 112 reviews; 1 has 50 or more reviews. 4 are open on Saturdays. 1 shows a license on its website. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for 8 of the firms on this page; 7 publish a contact page; 4 list a public email and 2 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 Homestead take financial planning bookings online?
2 of the 10 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.
Patricia Ferreira Life Coach
L M Bravo & Associates
Notices R.e.n.o
Alhambra Investments
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
