Best Financial Advisors in Miami, FL

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

Bright Hill Advisors

Bright Hill Advisors

(48)
Automotive Purchase and Service Advisory, Tax Preparation Services, Payroll and Retirement Planning
“After listening and understanding my financial profile, Moshe Mindick was both knowledgeable and informative when providing me insight and recommendations for a tax strategy.”
Coupons & Offers
Free Initial Consultation
In Business Since 2022
633 NE 167th St Suite 817, North Miami Beach, FL 33162
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Infinite Financial Services

Infinite Financial Services

(49)
Consumer Services, Business 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)
  • Patience
  • Instructor
  • Stock Exchange
“If you really want to learn how to Invest in the NY Stock Exchange, PCS Investments is the best option, Professor Pedro is very precise and blunt, I recommend him 100%.”
Coupons & Offers
In Business Since 2008
6625 Miami Lakes Dr, Miami Lakes, FL 33014
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Financial Designs

Financial Designs

(50)
  • Responsive
  • Company
  • Benefits
“We've been partnering with Financial Design for an extensive period, and I must say, their staff and management consistently display a proactive attitude in assisting customers.”
Free Initial Consultation
Se Habla Español
In Business Since 2018
8000 NW 7th St # 201, Miami, FL 33126
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Miami Tax & Audit

Miami Tax & Audit

(50)
Business Consultation, Life Insurance, Tax Resolution
“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.”
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)
Bookkeeping & Accounting, Health Insurance, Credit Repair
“My mom referred me and I have to say that I'm extremely impressed and excited to be on this journey with them as I start to understand credit and do better with credit for my future.”
Transparent Fees & Pricing
In Business Since 2014
4101 SW 73rd Ave, Miami, FL
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Joorney

Joorney

(48)
  • Labor
  • Business Plan
  • Project
“Joorney was fundamental in the creation of our business plan linked to a E2 Visa, they worked closely with us every step of the way and walked us through the entire process which was quick and straightforward.”
Transparent Fees & Pricing
Coupons & Offers
In Business Since 2010
1688 Meridian Ave STE 700, Miami Beach, FL
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Comfort Insurance & Finances

Comfort Insurance & Finances

(41)
  • Efficacy
  • Service
  • Health Insurance
“Excellent service, very professional, Joshua, Marina, Daniela and Maria are a team that has helped me in all my insurance procedures such as my car, doctor, pet or any concern or question, they have helped me, very attentive, reliable and Best of all...”
Free Initial Consultation
Family Business
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)
Credit Repair Services, Student Loan Services, Debt Settlement Services
“Excellent customer service, always answering my questions, 100% recommended, from the beginning Miss Nicole was very kind, later Miss Samantha, has helped me a lot in settling my debts, very attentive, therefore I recommend them 100%, thank you Madis...”
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
“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.”
Free Initial Consultation
10664 SW 186th St, Miami, FL
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Hakim & Zafar, CPA & Advisory Services

Hakim & Zafar, CPA & Advisory Services

(39)
Audit, Real Estate Cost Segregation, Nonprofit
“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!”
In Business Since 2017
4900 SW 74th Ct, Miami, FL
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Tentho

Tentho

(28)
“Their deep understanding of the E-commerce landscape, particularly in accounting and bookkeeping, combined with transparency and excellent communication skills, makes them an invaluable asset to our team.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2021
2916 N Miami Ave 6th floor, Miami, FL
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Credit Repair Miami: Buildworth Strategies

Credit Repair Miami: Buildworth Strategies

(44)
Personal Credit
“Omg they are all amazing everyone in the office knows whom you are no matter what time it is one of them is up and on your case they are all about there business no scams at they are legit.”
Free Initial Consultation
15+ Years Experience
14750 NW 77th Ct SUITE 206, Miami Lakes, FL 33016
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Resolutions Made Easy Credit Repair

Resolutions Made Easy Credit Repair

(42)
  • Satisfaction
  • Credit Score
  • Results
“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.”
In Business Since 2011
13701 SW 88th St #202, Miami, FL
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International Tax & Accounting Advisory Group

International Tax & Accounting Advisory Group

(24)
Business Services, Services For Quickbooks, Bank Financing
“I was looking to open an LLC and after searching in several places I came to Vanina, who clarified all my doubts and gave me all the confidence for being so professional, knowing so much and having a team with her.”
Transparent Fees & Pricing
Offers Financing Options
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)
  • Communication
  • Credit
  • Labor
“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.”
In Business Since 2019
5301 Waterford District Dr # 520, Miami, FL
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Visa Business Plans

Visa Business Plans

(48)
  • Objective
  • Quality
  • Result
“Very good support, both professional and emotional, they give us enough tools to present our life project and in this step of changing country it is the most important thing.”
In Business Since 2010
4000 Ponce de Leon #470, Miami, FL
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La Familia Multiservices

La Familia Multiservices

(44)
  • Eye
  • Labor
  • Dollars
“Thank you very much for the magnificent attention I received from the family and especially from the specialist Wuendy who treated me with great care and professionalism,,, I am leaving satisfied,,,”
In Business Since 2016
157 NE 97th St, Miami Shores, FL 33138
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Coral Wealth Management

Coral Wealth Management

(33)
Retirement & Income Planning, Financial Planning, Investment Management
“Besides being attentive and knowledgeable- what I like the most about him is that he reaches out and follows up multiple times to ensure we are optimizing our portfolio on a quarterly basis.”
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)
Other Speciality Services, Real Estate Accounting, Cannabis Business and Taxes In Florida
“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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Yugo Company

Yugo Company

(44)
  • Sales Contract
  • House
  • Team
“Well, my purchasing experience here was excellent since in just one month I fulfilled my dream of having my own house, also the excellent service from the entire team.”
In Business Since 2022
8100 Oak Ln Suite 205, Miami Lakes, FL
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USA Gestiones

USA Gestiones

(33)
  • Team
  • Accounting
  • 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.”
In Business Since 2013
990 Biscayne Blvd #501, Miami, FL
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Master Credit Report

Master Credit Report

(25)
  • Team
  • Education
  • Money
“I have been a client with Master Credit report for over a year now and I'm extremely happy with how they treat me, how they helped me since the beginning.”
Free Initial Consultation
Family Business
In Business Since 2005
9010 SW 137th Ave Ste 117, Miami, FL
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Fuster Financial Group

Fuster Financial Group

(33)
  • Goals
  • Advice
  • Honest
“What further complements Pastor is his education, with an MBA in Finance and a CFP certification, I knew I was dealing with a well educated professional.”
In Business Since 2017
6625 Miami Lakes Dr Suite 381, Miami Lakes, FL 33014
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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
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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

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