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Strategic Investment Services
“Dan is an experienced financial advisor who has also educated me on tax strategies.”
Best Financial Advisors near Kendall, FL
There are no firms listed in Kendall itself yet; the 15 below are the closest options, from towns including Miami (8, 12 mi), Coral Gables (3, 6 mi) and Doral (2, 10 mi).
all 15 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
A&G
“If you have to choose a CPA firm, please make the right choice with A&G amazing service.”
J A Rodriguez CPA
“They are very knowledgeable about my business and they always keep me aware of smart ways to stay compliant while also protecting profitability”
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PDJ Tax Experts
“He takes his time to explain everything and makes sure that you're comfortable and understands everything.”
Premium Tax Services
“I've used Premium Tax Services for a few years now and have always had easy, positive experiences.”
Dream Cap Financial
“Personalized attention, customized plans, responsible advice combined with consistent, timely and professional service.”
The 15 firms listed for Kendall, 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: Kendall, FL
The 15 firms on this page are rated from 4.5 to 5.0 across 463 reviews; 1 has 50 or more reviews. The services the firms on this page list most often on their websites are insurance (3), business services (2), estate (2), personal financial planning (2) and retirement (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 3 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; 12 publish a contact page; 12 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 Kendall take financial planning bookings online?
4 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.
Elaine King
“I had been putting off dealing with my finances, but I am so glad I finally made the appointment.”
Alber Tax Accountant
“And very profesional, help us get the Best Refund and always give us the Best advise.”
My Capitol Taxes
“They are very communicative throughout the entire process and make every step easy and seamless.”
Fontaine Retirement Group
“Plesant conversation and so far good service.”
LPL Financial - Brickell
“I have been working with him for just over 8 years now and have been very pleased with my returns, he talks in Spanish with me and the guidance he has provided me on how to properly save for retirement.”
Meira Wealth
“The recent loss of my husband brought about a challenging time, and I am truly grateful for their unwavering presence, valuable suggestions, and encouraging guidance.”
Daystar Payment Systems
“Daystar Payment Systems is a trusted partner for my business.”
Rodriguez Advisors
“When you need your taxes done correctly do not hesitate to use this company.”
Wealth USA
“On one call with WealthUSA I got 10 times the value and information that I paid for in consulting for FREE!”
Why these companies made our list
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