Best Financial Advisors in Miami, FL

The highest-rated Financial Planning & Wealth Management companies out of 137 vetted & reviewed in the Miami area.

Tentho

Tentho

(24)
Solo Bookkeeping, Premium Bookkeeping, Foundation Knowledge Base
“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.”
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 2019
114 NW 25th St, Miami, FL
i
Financial Designs

Financial Designs

(29)
Human Capital Management, FD Wealth, Risk Management
“The team at Financial Designs has always solved my problems in an efficient and effective manner, notifying me immediately of problems that arose with insurance claims”
Free Initial Consultation
Se Habla Español
In Business Since 2018
8000 NW 7th St # 201, Miami, FL 33126
i
Comfort Insurance & Finances

Comfort Insurance & Finances

(24)
  • Professional
  • Policy
  • 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”
Free Initial Consultation
Family Business
In Business Since 2016
Se Habla Español
11735 SW 147th Ave #24, Miami, FL
i
Hakim & Zafar, CPA & Advisory Services

Hakim & Zafar, CPA & Advisory Services

(30)
Payroll, Audit, Nonprofit
“I can honestly say, if you want someone who is actually going to answer the phone when you have a question, and who make you feel like you're his only client, then Syed is your guy.”
In Business Since 2017
4900 SW 74th Ct, Miami, FL
i
Miami Tax & Audit

Miami Tax & Audit

(30)
Life Insurance, Payroll, Concealed Weapon Training Course
“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.”
In Business Since 2022
7100 Biscayne Blvd suite 215, Miami, FL
i
JM CPA Group

JM CPA Group

(15)
Accounting & Bookkeeping, Accounting Services, Industries Served
“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...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2017
Free Initial Consultation
780 NW 42nd Ave #1, Miami, FL
i
Joorney Business Plans

Joorney Business Plans

(26)
Eb1c Visa Business Plan, L1 Visa Business Plan, Preliminary Immigration Market Research
“That's how I came across Joorney Business Plan, which by the way I highly recommend, because they provided me with a tremendous support during my E2 investor application business plan and succeeded in an extremely short time which at first sight seem...”
Remote Consultations Available
Offers Financing Options
In Business Since 2010
1688 Meridian Ave Ste 700, Miami Beach, FL
i
Credit Repair Miami: Buildworth Strategies

Credit Repair Miami: Buildworth Strategies

(26)
Personal Credit
“We were looking into bankruptcy and what other options we can do to fix our credit before getting married and Buildworth has been a beautiful gift from heaven!”
Free Initial Consultation
15+ Years Experience
14750 NW 77th Ct SUITE 206, Miami Lakes, FL 33016
i
Coral Wealth Management

Coral Wealth Management

(22)
Retirement & Income Planning, Financial Planning, Investment Management
“I honestly wish I would have met him sooner but thanks to his expertise he will make up for the time I lost and has taken full control of my present and future financial well-being.”
In Business Since 2017
20801 Biscayne Blvd Suite 403, Miami, FL
i
Credit360 Credit Repair Services

Credit360 Credit Repair Services

(17)
Business Credit, Credit Repair
“I was hesitant to enroll in their program at first because of being burned by other companies in the past but I am happy that I took the chance with Credit360.”
Free Initial Consultation
10664 SW 186th St, Miami, FL
i
Madison Monroe and Associates

Madison Monroe and Associates

(23)
Credit Repair Services, Student Loan Services, Debt Settlement Services
“After COVID hit I was struggling to continue paying the credit cards on time so the interest kept going I found Madison Monroe and they took care of everything, my account manager Maria was very efficient in explaining the program to the fullest and ...”
Free Initial Consultation
In Business Since 2010
7975 NW 154th St #242, Miami Lakes, FL 33016
i
J A Rodriguez CPA

J A Rodriguez CPA

(20)
  • Family
“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.”
Accepts All Major Credit Cards
Remote Consultations Available
In Business Since 1986
6303 Blue Lagoon Dr Suite 400, Miami, FL
i
Brickell Capital Finance

Brickell Capital Finance

(13)
  • Team
  • Financing
“Having worked in small business lending for several years, I have seen very few companies with the honor, integrity and honesty of Brickell Capital Finance.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2016
175 SW 7th St STE 1900, Miami, FL
i
Clean Slate Consulting Credit Repair

Clean Slate Consulting Credit Repair

(17)
Book Appointment
“He explained to me step by step what our plan is to build my credit and after our consultation I finally feel confident that my credit will be halfway decent (at least useable lol)”
4+ Years Experience
9445 SW 40th St #105, Miami, FL
i
Visa Business Plans

Visa Business Plans

(26)
Investor Assessment, Business Coaching, Visa Business Plans For Canada
“I am an immigration attorney who has recommended Marco Scanu and his team for my clients' business plans for years and have consistently been extremely impressed and pleased with the high quality of work they do.”
In Business Since 2010
4000 Ponce de Leon #470, Miami, FL
i
BH Fast Funding

BH Fast Funding

(20)
“Ken was very professional and answered all of my questions.”
In Business Since 2019
20203 NE 15th Ct, Miami, FL
i
Premium Tax Services

Premium Tax Services

(12)
Payroll, Non-Profit Organizations, Small Business Accounting
“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”
Transparent Fees & Pricing
In Business Since 2005
6303 Blue Lagoon Dr #320, Miami, FL
i
Rodriguez Advisors

Rodriguez Advisors

(8)
Business Services, Tax Services, Services For Individuals
“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 !”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2018
900 SW 65th Ave, Miami, FL
i
Diblanco Premier TAX & Accounting

Diblanco Premier TAX & Accounting

(3)
Business Services, Industries, Tax Services
“Best accounting service, they offer great payroll services and Im very happy with my corporate and personal taxes, their service is above and beyond will definitely recommend 100%”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2020
Free Initial Consultation
8200 NW 41st St Suite 200, Miami, FL 33166
i
Fuster Financial Group

Fuster Financial Group

(25)
  • Goals
  • Family
  • Honest
“I definitely recommend anyone who needs a Certified Financial Planner to go see Pastor and I guarantee you that he will guide and help you to achieve your ultimate financial goals.”
In Business Since 2017
6625 Miami Lakes Dr Suite 381, Miami Lakes, FL 33014
i
Capital Infusion

Capital Infusion

(24)
  • Communication
  • Funding
“Am juan barrera at juan barrera concrete inc am work whit Louis and go to my business funded quickl and whithout too much fuss definitely recommend him thanks for everything”
Offers Financing Options
In Business Since 2019
1000 Brickell Ave, Miami, FL
i
Taxapro Accounting Firm

Taxapro Accounting Firm

(8)
Bookkeeping, Payroll and Tax Service, Accounting
“Taxapro has been our financial and tax advisor for our businesses and me for many years with pure professionalism, quality service, courteous, and always has the client in mind.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2011
Offers Financing Options
1001 Brickell Bay Dr suite 2700 floor 27, Miami, FL
i
Master Credit Report

Master Credit Report

(8)
  • Car
“Awesome experience working with Zarela, help me bring up credit score, remove old debt from credit report, constantly answer i call her, easy payment plan, helped me get approved for a new car lease, and new home purchase in a little over a year.”
Free Initial Consultation
Family Business
In Business Since 2005
9010 SW 137th Ave Ste 117, Miami, FL
i
Wade's TAX Services

Wade's TAX Services

(3)
Payroll and Compliance Reporting, New Business Setup, Notary Services
“Natasha is the best at getting you the max refund 💰I would recommend her for all your tax services.”
Remote Consultations Available
Family Business
In Business Since 2019
1801 NE 123rd St Suite 314-1020, North Miami, FL
i

Retirement Planning and Investment Management Services in Miami, FL Cost Estimates

Minimum cost
$1238
Maximum cost
$10523
National Average
$3714
Avg Per Hour Rates
$372
$2476
$6809
Average price range is based on 283 cost profiles
Click to copy
Successfully copied!
Average Cost $3714
Minimum cost $1238
Maximum cost $10523
Avg Per Hour Rates $372

Average range $2476 to $6809 is based on 283 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top