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Bright Hill Advisors
- Knows
- Patient
- Understanding
“He's been instrumental in assisting me with my tax returns, addressing all my tax inquiries, and providing valuable guidance for launching a new business endeavor.”
Best Financial Advisors near Miami Beach, FL
We have 8 firms in Miami Beach on file. Only the highest-rated make our list: one of them made it, along with 23 from towns including Miami (17, 5 mi), Miami Lakes (3, 13 mi) and North Miami Beach (1, 8 mi).
2 open weekends · 22 rated 4.5+ · 3 show a license
Data verified October 19, 2026
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Infinite Financial Services
- Results
- Experts
- Efficient
“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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PCS Investments
- Stock Exchange
- Understand
- Decision
“Excellent course, it greatly exceeded my expectations, Professor Pedro is a great pedagogue and an excellent person, the classes are enjoyable, very well explained and the knowledge acquired is invaluable, Professor I will be very grateful to him for...”
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Joorney
- Project
- Quality
- Expectations
“I really liked Joorney's professionalism and the excellence of the company's professionals, especially the service provided by Valentina and Suelen who were responsible for my project.”
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Tentho
“The Varo Team are experts in non-profit accounting, and they've been able to help us clean up our finances, improve financial operations, and stay in compliance with our funders.”
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Coral Wealth Management
- Patient
- Team
- Portfolio
“Dennis is the best and he continues to gain my loyalty with his level of professionalism, he really worked with us and created a long term plan for our retirement.”
The 24 firms listed for Miami Beach, 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: Miami Beach, FL
The 24 firms on this page are rated from 4.0 to 5.0 across 824 reviews; 4 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 (85%) and quality (70%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "trust". 2 are open on Saturdays. The services the firms on this page list most often on their websites are business services (2), estate (2), estate planning (2), financial planning (2) and insurance (2). 3 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 1996. 1 offers payment plans; 3 offer a free initial consultation and 4 list coupons or special offers. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 17 list a public email and 3 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 Miami Beach take financial planning bookings online?
3 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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Yugo Company
- Team
- Service
- Words
“I will always ask for your help because you have so much experience on everything and I love how you work and how you take your job seriously and how you treat your clients with respect and honesty.”
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Fuster Financial Group
- Honest
- Knowledge
- Interest
“As a Certified Financial Planner(R), 1 of only 1,500 hispanics in the US, he possesses the skillset to create a holistic long-term plan to get you to your financial goals.”
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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
“Been investing with Dan Bellina for greater then 30 yrs.”
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Garrel Miani Financial Group
- Knowledge
- Happy
- Asset
“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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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
“As a professional accountant and tax preparer I've had the opportunity to refer clients to JP and John and have gotten nothing but positive feedback.”
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Fontaine Retirement Group
“Plesant conversation and so far good service.”
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Daryl Arno Kutner
“Professionally, he has helped us to understand, plan and successfully manage major financial matters, especially as regards our retirement which we now enjoy.”
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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 !”
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Wealth USA
- Life Insurance
- Legal
- Future
“Julian took the time to understand what our future financial needs are and Osvaldo structured our portfolio to a plan to get us where we need to be when it's time to retire.”
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Daystar Payment Systems
“Daystar Payment Systems is a trusted partner for my business.”
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MSC Legacy Corporation
“The company is very good on analyzing clients situation and offers efficient services.”
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Barnett Capital Advisors
- Retirement
- Market
- Portfolio
“I have been with Andrew Carrillo my financial advisor for a few years and he has been very helpful and patient with me, expanding my limited knowledge of this unusually unstable market.”
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Skybound Wealth Management USA
“Very professional and relaxed service given by my advisor.”
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Benitez & Company Cpas
Retirement Planning and Investment Management Services in Miami Beach, FL Cost Estimates
Minimum cost
$1146
Maximum cost
$9736
National Average
$3437
Avg Per Hour Rates
$344
$2291
$6300
Typical price range is based on 509 cost profiles
Why these companies made our list
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