PCS Investments
“Good teacher and financial advisor explains the classes very well until one understands correctly.”
Best Financial Advisors near Tamiami, FL
There are no firms listed in Tamiami itself yet; the 15 below are the closest options, from towns including Miami (6, 12 mi), Coral Gables (3, 9 mi) and Miami Lakes (2, 12 mi).
1 open 24/7 · 4 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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PDJ Tax Experts
“Chardley Was of great service filing my taxes, was very patient with me.”
Corey & Associates Accountant Advisor
“I would highly recommend him for your tax submissions for company and individuals”
A&G
“Great knowledge and I'm very happy with the service, all my doubts were resolved in an easy way.”
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Biz CPA Accountants and Advisors
“Excellent accounting firm, very professional and trustworthy.”
Fuster Financial Group
“Pastor was incredibly professional, extremely knowledgeable, and spoke in terms we could easily understand.”
The 15 firms listed for Tamiami, 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: Tamiami, FL
The 15 firms on this page are rated from 4.0 to 5.0 across 651 reviews; 2 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (68%) and quality (55%). The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 1 is open around the clock; 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (3), tax services (3), industries (2), personal financial planning (2) and services for individuals (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 1 offers payment plans; 3 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 1 has Spanish-speaking staff. 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 Tamiami take financial planning bookings online?
5 of the 15 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.
Premium Tax Services
“Very happy to have the confidence of going back to the same trusted company every year for our taxes.”
J A Rodriguez CPA
“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.”
Strategic Investment Services
“Their knowledge and experience has put me at ease.”
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.”
Alber Tax Accountant
“JC helps me with all aspects of tax planning and preparation, including filing returns for individuals, corporations, and partnerships.”
Fontaine Retirement Group
“Plesant conversation and so far good service.”
JCM Corporate
“Not only do they always try to put me in the best position always, Javier the accountant is always educating me and preparing me for the future.”
Elaine King
“She made the process very easy to understand and was able to explain exactly what banks or accounts to use that would best fit my circumstance for the long run.”
Rodriguez Advisors
“I moved back to Miami after living in NY and David was very knowledgeable about what needed to be done to file my taxes for this year.”
Why these companies made our list
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