Best Financial Advisors in Miami Lakes, FL

The highest-rated Financial Planning & Wealth Management companies out of 200 vetted & reviewed in the Miami Lakes area.

Bright Hill Advisors

Bright Hill Advisors

(48)
Payroll and Retirement Planning, CFO Services, Automotive Purchase and Service Advisory
“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.”
Free Initial Consultation
Coupons & Offers
In Business Since 2022
Serving Miami Lakes Area
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Infinite Financial Services

Infinite Financial Services

(49)
Business Services, Consumer Services, Why Choose Us ?
“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.”
Coupons & Offers
In Business Since 2019
1717 N Bayshore Dr Suite 3252, Miami, FL
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PCS Investments

PCS Investments

(45)
  • Stock Exchange
  • Learned
  • Patience
“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...”
Coupons & Offers
In Business Since 2008
6625 Miami Lakes Dr, Miami Lakes, FL 33014
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Financial Designs

Financial Designs

(50)
  • Benefits
  • Health Insurance
  • Responsive
“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.”
Se Habla Español
Free Initial Consultation
In Business Since 2018
Serving Miami Lakes Area
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Miami Tax & Audit

Miami Tax & Audit

(50)
Life Insurance, Business Consultation, Tax Resolution
“I'm a black owned business supporter and I'm glad to say that I've been doing my taxes here since 2008, and they are the best accountants I have encountered.”
Free Initial Consultation
In Business Since 2022
7100 Biscayne Blvd suite 215, Miami, FL
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The Tax Team

The Tax Team

(49)
Health Insurance, Credit Repair, Bookkeeping & Accounting
“I now do my business taxes with him and as a new business owner he takes the time to educate us and makes sure we understand all that goes into filing as a business owner!”
Transparent Fees & Pricing
In Business Since 2014
4101 SW 73rd Ave, Miami, FL
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Joorney

Joorney

(48)
  • Project
  • Visa
  • Labor
“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.”
Coupons & Offers
Transparent Fees & Pricing
In Business Since 2010
1688 Meridian Ave STE 700, Miami Beach, FL
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Comfort Insurance & Finances

Comfort Insurance & Finances

(41)
  • Health Insurance
  • Questions
  • Efficacy
“Daniela Guere is the best agent, she will do all in her power to help, I have been getting my insurance through them and the last two years she has been the one helping me, I appreciate all she does for me and I would not trade her for any other agen...”
Family Business
Free Initial Consultation
In Business Since 2016
Se Habla Español
3399 NW 72nd Ave #212, Miami, FL
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Madison Monroe and Associates

Madison Monroe and Associates

(44)
Student Loan Services, Credit Repair Services, Debt Settlement Services
“Samantha has been extremely helpful and resourceful in assisting me with staying on track with my consolidation, and hands down the best account executive I have had during this experience!”
Free Initial Consultation
In Business Since 2010
7975 NW 154th St #242, Miami Lakes, FL 33016
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Credit360 Credit Repair Services

Credit360 Credit Repair Services

(35)
Business Credit, Credit Repair
“They've helped remove old negative credit history on my report and I am so impressed to see such immediate results after six months of working with them.”
Free Initial Consultation
10664 SW 186th St, Miami, FL
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Hakim & Zafar, CPA & Advisory Services

Hakim & Zafar, CPA & Advisory Services

(39)
Real Estate Cost Segregation, Tax Preparation, Audit
“What completely blew my mind was how he called mid year to do a “heath check” and just see if we were on track paperwork wise to ensure 2018 would be a great week!”
In Business Since 2017
4900 SW 74th Ct, Miami, FL
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Glenn H Gopman, Cpa, P.A

Glenn H Gopman, Cpa, P.A

(6)
Cryptocurrency Accounting Services, Tax Services, Business Services
“Glenn is a fantastic accountant who I've trusted to assist with my personal and business taxes for years now, and I give him my highest recommendation.”
Free Initial Consultation
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1986
Serving Miami Lakes Area
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Tentho

Tentho

(28)
“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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2021
2916 N Miami Ave 6th floor, Miami, FL
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Resolutions Made Easy Credit Repair

Resolutions Made Easy Credit Repair

(42)
  • Results
  • House
  • Satisfaction
“Thank you Lynnslie and your team for the amazing job and professionalism you have displayed throughout this process, my family and I are truly grateful.”
In Business Since 2011
13701 SW 88th St #202, Miami, FL
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Credit Repair Miami: Buildworth Strategies

Credit Repair Miami: Buildworth Strategies

(44)
Personal Credit
“My husband and I were able to purchase a new construction home that far exceeded our expectations as well as establish our own company due to the guidance, tips and professionalism Esperanza Perez and Jackie Martinez provided us with.”
Free Initial Consultation
15+ Years Experience
14750 NW 77th Ct SUITE 206, Miami Lakes, FL 33016
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International Tax & Accounting Advisory Group

International Tax & Accounting Advisory Group

(24)
Services For Quickbooks, Bank Financing, Business Services
“I have been doing business in USA for +10 years and last year I started using this firm, they took their time to study my case properly and advise me very well, they made me save some money and time.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2023
Free Initial Consultation
12000 Biscayne Blvd Suite 506, Miami, FL
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Accurate Financial Solutions

Accurate Financial Solutions

(38)
  • Labor
  • Attention
  • Communication
“I am a client of the company, I am starting the process and I am very grateful because they have never treated me like they have treated me at AFS, with respect and professionalism.”
In Business Since 2019
5301 Waterford District Dr # 520, Miami, FL
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La Familia Multiservices

La Familia Multiservices

(44)
  • Dollars
  • Money
  • Eye
“Excellent attention received today from Fiorannis Vera, very attentive and professional, I recommend her to everyone who wants to receive any service in her office”
In Business Since 2016
Serving Miami Lakes Area
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Visa Business Plans

Visa Business Plans

(48)
  • Result
  • Work
  • Objective
“A year after the rapid approval of the E-2 application, I now have 12 people working for Wild Flower Education building a valuable mobile app platform that helps college classrooms connect, collaborate and succeed academically.”
In Business Since 2010
4000 Ponce de Leon #470, Miami, FL
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Coral Wealth Management

Coral Wealth Management

(33)
Financial Planning, Retirement & Income Planning, Investment Management
“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.”
In Business Since 2017
20801 Biscayne Blvd Suite 403, Miami, FL
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Greenlight Financial: Accounting Solutions For Business Owners

Greenlight Financial: Accounting Solutions For Business Owners

(28)
Cannabis Business and Taxes In Florida, Cryptocurrency Investing and Trading, Other Speciality Services
“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.”
Free Initial Consultation
In Business Since 2007
7480 SW 40th St #810, Miami, FL
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Comfort Insurance & Finances

Comfort Insurance & Finances

(24)
  • Policy
  • Price
  • Professional
“He is super patient with explaining things in a way that I understand and works with me every step of the way to make sure I am getting the best option at the best value.”
Family Business
Free Initial Consultation
In Business Since 2016
Se Habla Español
11735 SW 147th Ave #24, Miami, FL
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Yugo Company

Yugo Company

(44)
  • Team
  • Labor
  • Sales Contract
“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.”
In Business Since 2022
8100 Oak Ln Suite 205, Miami Lakes, FL
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Master Credit Report

Master Credit Report

(25)
  • Education
  • Car
  • Team
“If she was not highly recommended by someone I knew, I don't know how patient I would have been with her and the PROCESS & I probably would've second-guessed things that she said since I have never gone through anything like this before.”
Family Business
Free Initial Consultation
In Business Since 2005
9010 SW 137th Ave Ste 117, Miami, FL
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Retirement Planning and Investment Management Services in Miami Lakes, FL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 415 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 415 cost profiles.

Why these companies made our list

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