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PCS Investments
- Patience
- Tools
- Understand
“If you really want to learn how to Invest in the NY Stock Exchange, PCS Investments is the best option, Professor Pedro is very precise and blunt, I recommend him 100%.”
Best Financial Advisors near Kendale Lakes, FL
There are no firms listed in Kendale Lakes itself yet; the 24 below are the closest options, from towns including Miami (9, 13 mi), Miami Lakes (6, 15 mi) and Coral Gables (3, 8 mi).
1 open 24/7 · 4 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Yugo Company
- Sales Contract
- Bless
- Service
“Well, my purchasing experience here was excellent since in just one month I fulfilled my dream of having my own house, also the excellent service from the entire team.”
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Fuster Financial Group
- Goals
- Financial Industry
- Knowledge
“What further complements Pastor is his education, with an MBA in Finance and a CFP certification, I knew I was dealing with a well educated professional.”
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Greg k Gonzalez
“Gonzalez not only saved me a significant amount of time and money, he also took the the time to explain and help me to understand any questions that i had for him.”
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The Henderson Financial Group
“Hyacinth Henderson of Henderson Financial Group shared as she co-facilitated a wonderful workshop on wills and trusts at the Universal Truth Center for Better Living of Miami Gardens this March, before a mixed crowd of people.”
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DSM Financial Services
“I always recommend him and his team to my friends & family.”
The 24 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 24 firms on this page are rated from 4.0 to 5.0 across 992 reviews; 5 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (72%) and quality (62%). The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 1 is open around the clock; 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (4), tax services (3), bookkeeping (2), industries (2) and new business formations (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 1 offers payment plans; 4 offer a free initial consultation; 1 is family- or locally-owned and 3 list coupons or special offers. 1 has Spanish-speaking staff. 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?
6 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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Bright Hill Advisors
- Planning
- Tax Return
- Patient
“After listening and understanding my financial profile, Moshe Mindick was both knowledgeable and informative when providing me insight and recommendations for a tax strategy.”
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Infinite Financial Services
- Feel
- Information
- Experts
“With the help of Adam, Sara, Sean, & Mariya, they helped keep me looped in and assured that my personal/business information was safe, and that my taxes were in good hands.”
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PDJ Tax Experts
- Past
- Financial
- Understand
“Chardley and the PDJ TAX Experts team have helped me with my large tax balance I had with the IRS and made it way more simple than I thought it would be !”
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Tentho
“When we were evaluating payroll companies, one of Tentho's princiaps, Giuseppe, principals spotted an issue that could have cost us hundreds of thousands of dollars in federal funding.”
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Corey & Associates Accountant Advisor
- File
- Coach
- Prices
“I was in and out and he took care of everything!”
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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.”
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Biz CPA Accountants and Advisors
- Work
- Financial
- Ethic
“Yesit Campo the face of B Izcpas is a man who leads a company with the highest levels of integrity and dedication to his clients, his organization has provided me with the best advice for over 17 years.”
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Premium Tax Services
- Team
“I have been doing business with Premium Tax Services for over 20 Years and their professionalism, customer service and quick response have always been paramount”
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Treecefi | Treece Financial Group
“Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand.”
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J A Rodriguez CPA
- Company
- Attention
“Despite the fact that my needs were just about clarifying certain tax-related questions, they handled it with the utmost professionalism; they were thorough and not once were they dismissive or short.”
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Strategic Investment Services
- Management
- Retirement
“B helped me learn about and setup for my future and I'm thankful for his help”
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Garrel Miani Financial Group
- Happy
- Retirement
- Knowledge
“Very happy with Joe's handling of my business 401K plan as well as my personal finances and Kathy is very efficient and always a pleasure to deal with.”
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Fontaine Retirement Group
“Plesant conversation and so far good service.”
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Alber Tax Accountant
- Accounting
“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.”
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LPL Financial - Brickell
“Additional to my personal finances, they established a retirement plan for my dental practice - all my employees love the individualized service they each receive!”
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JCM Corporate
- Accountant
- Office
- Tax
“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
- Income
- Habits
- Goals
“Elaine is an incredible professional, always willing to help, very kind, patient and with a very strategic vision; He knew how to quickly give us good tips to continue with our business model.”
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Rodriguez Advisors
“They help me out with my tax extension And now we finally finalized everything, They are also Great financial advisors and now helping me get organized for success !”
Retirement Planning and Investment Management Services in Kendale Lakes, FL Cost Estimates
Minimum cost
$1054
Maximum cost
$8958
National Average
$3162
Avg Per Hour Rates
$317
$2108
$5796
Average price range is based on 400 cost profiles
Why these companies made our list
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