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Best Financial Advisors in Kendall, FL
The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Kendall area.
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PDJ Tax Experts
Business Services, Industries, Tax Services
“Been going to Charlie for awhile great service and is always on top of everything and I'll keep going to him amazing customer service skills if I could put more then 5 stars I would.”
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Comfort Insurance & Finances
- Professional
- Labor
- Patient
“Deilis assisted me very kindly and I consider that her level of attention is more than excellent, thank you very much for your help and may God bless you greatly my dear brothers from Confort Insurance & Finacial.”
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Joorney Business Plans
L1 Visa Business Plan, H1B Visa Business Plan, Regional Center Business Plan
“Since I hired the services of this excellent team, I received very professional attention, their system for collecting information and work methodology is very friendly and makes you understand the path to develop your business model, in addition the...”
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Miami Tax & Audit
Business Consultation, Tax Resolution, Life Insurance
“Not only did he help me file my taxes in a timely and accurate manner, but he also provided me with valuable advice on how to better manage my finances throughout the year.”
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Financial Designs
- Professional
- Needs
- Benefits
“This agency goes above and beyond in terms of explaining all the options and coverages that your company is getting, and of course, with any claims or other ongoing issues.”
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Stivers Law - Estate Planning Attorneys
Trust Administration, Legacy Protection Program, Special Needs Planning
“If you want things done right, you see the value in having someone actually listen to your needs, and if your family legacy is crucial, then you also know that The Probate Law Firm will take care of you like you are their family.”
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The Tax Team
Bookkeeping & Accounting, Business Management, Tax Preparation
“Jennifer is amazing I've done my taxes with her and she's very informative and answers all your questions and concerns I definitely recommend her to anyone go see her soon.”
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Visa Business Plans
Investor Assessment, Visa Business Plans For Canada, Business Plans For SBA Loans
“He and his team were diligent, responsive and were able to quickly wrap their minds around the venture capital business model and devise a strategy to explain it to the US immigration team in a way that addresses the E2 requirements.”
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Credit360 Credit Repair Services
Business Credit, Credit Repair
“Every staff member rather I called them or they call me they are so professional and understanding to take the time to explain anything to me that I cannot understand.”
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Credit Physicians
- Credit Score
- Information
- Pay
“Adam & His team are incredible i will 1,000 % vouch for adam and his team for the amazing work they have done for fixing my credit 3 years ago i found Adam and credit physicians i went from 457 Credit Score no lie now im at 768 in my vantage score a...”
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Infinite Financial Services
Consumer Services, Why Choose Us ?, Business Services
“The expertise, reliability and competence provided by IFS Infinite Financial Services teams and Sara Garcia in particular, was invaluably reassuring to one who had no experience or understanding of the US Tax requirements.”
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Resolutions Made Easy Credit Repair
- House
- Knowledge
- Financial
“This Credit Repair Company not only removed inaccuracies and discrepancies from my credit report but also provided valuable tips on how to maintain a healthy credit profile in the long run.”
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Hakim & Zafar, CPA & Advisory Services
Audit, Bookkeeping, Consulting
“He does not hold back from giving me important information that will help me understand why I need to let him help me and I just got two amazing checks from US Treasury, so excited!”
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Accurate Financial Solutions
- Attention
- Program
- Team
“I want to give a 5-star rating to Miss Sofia Fonseca, for her great attention on November 29, I was very satisfied with her attention, I would very much like her to be the representative who personally attends to my case.”
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La Familia Multiservices
- Labor
- Eye
- Office
“If you want to have the best results when preparing your taxes, ask for Lermi Lebron for her excellent professionalism and her dedication and kindness.”
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Tentho
“I was invited to become a customer with Varo, I am happy with the service they are diligent, truth be told doing my booking myself would never happen, they keep me on track and I love it.”
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People Power Team
- Service
- Labor
- Funds
“I know Humberto Luongo by sight and acquaintance and the concept I have of him is that he is simply an impeccable person, a good friend, an excellent professional, concerned about his clients, very charismatic and everyone who knows him is very fond ...”
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A&G
Offer in Compromise., Payment Plans and Installment Agreements., IRS Audits.
“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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Comfort Insurance & Finances
- Professional
- Questions
- Price
“The agent Michael Martinez was very nice and cute he helped me out a lot from the front and the back he was very smooth and his hands was soft if you want a great experience talk to Mike the king”
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Greenlight Financial: Accounting Solutions For Business Owners
Real Estate Accounting, Tax Planning and Strategy, Tax Preparation
“As a small business owner, I have been working with Greenlight for the past 3 years and have always been impressed by their professionalism, expertise, and attention to detail.”
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Credit Karla
- Credit Score
- Questions
- Information
“Excellent, super professional and very dedicated and dedicated to her work, always willing to give 💯% of her time to help, I congratulate you, people like you, she is the one who is needed, infinite thank you 👌💯💯💯 …”
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USA Gestiones
- Team
- Service
- Investment
“It is a company that provides excellent services, they helped me with the creation of a company in the United States and since then they have accompanied us in every query and process we need, they have a highly trained work team.”
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JM CPA Group
Business Consulting, Industries Served, Accounting & Bookkeeping
“I am a partner at a regional South Florida CPA firm and I have worked on mutual clients with Jesse for several years on related to audits, accounting projects, financial modeling/reporting tax and business consulting for small to mid size companies i...”
Retirement Planning and Investment Management Services in Kendall, FL Cost Estimates
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