Corey & Associates Accountant Advisor
“Not only he is a great tax advisor but he gives great tips and insights.”
Best Financial Advisors near Kendale Lakes, FL
There are no firms listed in Kendale Lakes itself yet; the 15 below are the closest options, from towns including Miami (7, 13 mi), Coral Gables (3, 8 mi) and Doral (2, 8 mi).
all 15 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
A&G
“She has helped many of our clients with excellent service and professionalism.”
J A Rodriguez CPA
“Javi, thank you for all the support and professionalism you have shown.”
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PDJ Tax Experts
“I truly appreciate his dedication, expertise, and willingness to take the time to answer any questions.”
Premium Tax Services
“We have been filing our taxes through Premium Tax Services for years, I have always been pleased with their accuracy and responsiveness.”
Dream Cap Financial
“Gaetan and his team are so knowledgeable and always ready to help with any questions or concerns.”
The 15 firms listed for Kendale Lakes, 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: Kendale Lakes, FL
The 15 firms on this page are rated from 4.5 to 5.0 across 789 reviews; 2 have 50 or more reviews. The services the firms on this page list most often on their websites are financial planning (2), insurance (2), investment management (2), personal financial planning (2) and retirement planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 11 list a public email and 7 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 Kendale Lakes take financial planning bookings online?
7 of the 15 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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Strategic Investment Services
“They are all knowledgeable, intelligent, professional, patient & passionate about helping you to fulfill & exceed your financial goals.”
Elaine King
“Elaine is a sheer professional that genuinely cares about delivering a taylor-made plan for clients, based on their needs.”
Alber Tax Accountant
“The best accountant I know after 20 years here, handles the accounting and taxes of all the companies I manage for my Real Estate investor clients and mine.”
My Capitol Taxes
“We have been using capitol taxes for almost 8 years now & every single tax season they always get it done for us.”
Camerondowning
“I have worked with the team at CameronDowning for quite some time now and am always impressed by their knowledge, clarity and proactive communications regarding all of the aspects of my Financial Portfolio they manage.”
Fontaine Retirement Group
“Plesant conversation and so far good service.”
LPL Financial - Brickell
“Great people, very professional and do excellent homework when I ask them for advice.”
Barnett Capital Advisors
“He and his team are the reason we were able to retire early, and most importantly enjoy and continue to, these, and the years to come”
Meira Wealth
“They helped me handle these challenging transitions with empathy and understanding, while providing excellent advice and creative solutions for my unique situation.”
Why these companies made our list
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