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Bright Hill Advisors
- Knows
- Information
- Planning
“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 Lakes, FL
We have 6 firms in Miami Lakes on file. Only the highest-rated make our list: 3 of them made it, along with 21 from towns including Miami (18, 11 mi), North Miami Beach (1, 10 mi) and Miami Beach (1, 13 mi).
3 open weekends · 22 rated 4.5+ · 2 show a license
Data verified October 19, 2026
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Infinite Financial Services
- Results
- Company
- Feel
“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
- 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...”
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Joorney
- 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.”
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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
- Organized
- Knowledge
“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 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: Miami Lakes, FL
The 24 firms on this page are rated from 4.0 to 5.0 across 812 reviews; 4 have 50 or more reviews and 22 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "trust". 3 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). 2 show a license on their websites and 3 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 39 years. 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.
Why are financial advisers outside Miami Lakes listed here?
3 of the 24 firms are located in Miami Lakes. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Yugo Company
- 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.”
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Fuster Financial Group
- Honest
- Integrity
- Goals
“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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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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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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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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Wealth USA
- Life Insurance
- Policy
- Trust
“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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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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MSC Legacy Corporation
“The company is very good on analyzing clients situation and offers efficient services.”
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Skybound Wealth Management USA
“Extremely competent team of specialist financial advisors.”
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Benitez & Company Cpas
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AM Financial Planner
“I have referred him to friends, family and colleagues and all have been impressed with his work, I totally recommend him.”
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
Why these companies made our list
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