Best Financial Advisors In Miami Near Me

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1. MANNA WEALTH MANAGEMENT - Miami's Best Financial Advisors - Miami

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Address: 701 Brickell Ave Suite 860, Miami, FL 33131

Schedule: Closed ⋅ Opens 6AM

Telephone: (305) 306-7107

Business type: Financial planner

MANNA WEALTH MANAGEMENT - Miami's Best Financial Advisors: what do users think?

Jordan Norton: David Kassir is one of the most authentic and hard working people I know. He will bend over backwards to help you if he can. His years of experience have given him a unique perspective and a broad knowledge base. If he doesn’t know the answer he will find it for you!

Cameron Reynolds: David Kassir as been excellent in his assessment and explanations. He also took the time during our meetings to listen, and understands my financial issues as well as looking for solutions. The computer simulations were an eye opener. The final outcome and the written format were easy to understand and follow. I am hoping to work on the advice I was given and go through this again next year.

Glodualdo Roca: Positive: Professionalism, Quality, Responsiveness, ValueWe spent few months interviewing a number of wealth managment firms in the área. When it come to david and manna wealth it Was totaly diffrent. More holistic and completely unattached to solely relying stock market outcomes to a achieve our goals! David brought us a refreshing outlook towards wealthachieve

Dinesh Kumar: MANNA WEALTH MANAGEMENT is a great place if you need help getting your money to work for you. Mr. David gave me great advice on the services they offer. Planning my financial future was actually stress free and I am very relieved to be on the right track. David and his team were extremely professional. Highly recommend him as a Financial advisor.

Dante Amaral: David is truly one of the best out there. Incredible attention to detail, professional as can be, and always there when you need him.

Mega Garage Door: Positive: Professionalism, Responsiveness, ValueDavid was very professional ,Provided advice based on my financial goals.Always putting my interests first.Overall very satified.

G FG: David Kassir and Manna team have been wonderful with all the financial solution. Really thank you for all you have done. Great work. Big thanks!

Caroline Umphlet: Positive: Professionalism, Quality, Responsiveness, Valuevery prompt and highly responsive

Felix Rosa: Great staff, attentive to client needs 👍👍

2. MANNA WEALTH MANAGEMENT - Florida's Best Financial Advisors - Miami Beach

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52 reviews
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Address: 429 Lenox Ave. Suite 568, Miami Beach, FL 33139

Schedule: Closed ⋅ Opens 6AM

Telephone: (305) 306-7107

Business type: Financial planner

MANNA WEALTH MANAGEMENT - Florida's Best Financial Advisors: what do users think?

Eloise Dixon: I have been using Manna Wealth Management for years for financial advisory and overall guidance. They are always very fast to respond to any questions I have and the financial planning always comprehensive. They also provide thought leadership in navigating the pandemic for our business. I have referred them to people before and I will do so again.

Chelsea Reed: Positive: Professionalism, Responsiveness, ValueAfter having some problems and loss of trust in the financial company I was with, I was advised to talk to David Kassir. He made me feel more secure and I have been with David for many years. I feel like we are in good hands finally

William Hernandez: Manna Wealth Management have looked after my finances for ten years now and I have been more than satisfied with their professionalism and service in all that time. Timely and detailed updates arrive without fail and also contact is made when anything occurs in the market and in the news.

MariaGabriela Baum: 5 stars rating doesn’t say enough about this company’s work ethic and true passion for each and every client of theirs. My family and I feel safe using Manna Wealth Management for our financial future. I recommend this company to anybody.

Shahid Ameen: I have referred a number of clients to Manna Wealth Management and the feedback from each of them has been extremely positive. I would not hesitate to recommend Manna Wealth Management to any individual seeking a managed investment solution.

Isabel Nash: I had several meetings with Manna Wealth. They gave me lots of professional help and advice and helped me make the decision regarding my retirement. Always there to assist with any issues and replies o any problems immediately. Superb service and highly recommended.

Aaron Buckley: I came away feeling well satisfied that we are able to continue enjoying life without too much stress on the old finances and should be able to carry on with our present lifestyles for some time to come. Very satisfied with the way they are managing affairs and hope this will continue into the future.

Stage Mcklezie: Worked with David regarding our planning and in many ways I’m truly happy we did . They simplified all of our complexities for my families future success

Robert Lewis: I am pleased to be a client of Manna Wealth Management and David Kassir. Ive been been a client of Manna for 35 years and with David a good portion of that time. David is knowledgeable and finds time for me. Both David and Sabrina have been good to work with.

3. Barnett Capital Advisors - Miami

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Barnett Capital Advisors
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Address: 1428 Brickell Ave #500, Miami, FL 33131

Schedule: Closed ⋅ Opens 8AM

Telephone: (305) 328-8538

Business type: Financial planner

Barnett Capital Advisors: what do users think?

Elissa Hilt: We LOVE working with Andrew! He is so knowledgeable, honest and informative. We would never work with anyone else but Andrew.

Janice Kalman: Very experienced and knowledgeable staff. Lots of integrity and explained everything to us. Excellent experience

Lulu Gonzales: Great service!

4. Florida Financial Advisors - Miami

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26 reviews
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Florida Financial Advisors
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Address: 1444 Biscayne Blvd #302, Miami, FL 33132

Schedule: Closed ⋅ Opens 8AM

Telephone: (305) 667-9099

Business type: Financial planner

Florida Financial Advisors: what do users think?

Ann Medina: My financial advisor is Anay, she was wonderful! Extremely professional and extremely helpful, I felt heard, cared for, and like she really had my best interest in mind! Absolutely delighted to have her as my financial advisor.

Thomas Connelly: Benjamin Kleck was extremely helpful. Helped me really wrap my head around my financial situation. I highly recommend using Benjamin if you are looking for clarity on your future finances. Extremely professional and patient as well as knowledgeable in that he could answer every one of my questions in full detail. Really appreciate the help from Benjamin

Griffin Davis: Benjamin at Florida Financial has been a great resource for my financial goals and helped me achieve financial clarity. Very professional advisor that will go above and beyond to make sure your questions and needs are met. He was able to articulate terms/plans for me to clearly understand, overall great experience working with this team in Miami.

Bonnie Norris: Positive: Professionalism, Quality, Responsiveness, ValueHighly recommend Andrew Wilson with Florida Financial Advisors. He has provided a lot of flexibility and stability in a volatile setting while still maintaining a fairly aggressive strategy to help me meet my financial goals. Andrew understands the trends and fluctuations well.

John Williams: Positive: Professionalism, QualityTrevor was super helpful for reallocating my 401k. He made the whole process simple and I had no stress the whole time. I would recommend Trevor to anyone who needs financial advice.

Cole Doxon: Benjamin Kleck has been a great help to me and my investment goals. He has been extremely professional while also staying personable. He balances the fine line between being patient but also responsive and has helped me understand investment strategies better than I ever could have thought. Thanks again Ben

Ron Belcher: Working with Zack Jaret over the past 4 years has been a very financially rewarding experience. Zach has always been very professional, easy to understand, and very knowledgeable. Zack has helped me to secure my retirement goals a lot earlier than I thought was possible. If you are looking for advice on your investments, I highly recommend you speak to Zack.

Courtney Relicke: Positive: Professionalism, Responsiveness, ValueTrevor, one of the financial advisors, was extremely professional and personable. He was able to answer all of my questions and made me feel confident in my decision to work with Florida Financial Advisors! Highly recommend working with him for any of your needs.

5. Edward Jones - Financial Advisor: Rick Sanchez - Miami

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Edward Jones - Financial Advisor: Rick Sanchez
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Address: 1101 Brickell Ave Suite N 1102, Miami, FL 33131

Schedule: Closed ⋅ Opens 9AM

Telephone: (786) 773-5143

Business type: Financial consultant

Edward Jones - Financial Advisor: Rick Sanchez: what do users think?

Sara S: Rick was recommended to me by a colleague. It was time to finally get my savings on track and make some tweaks to my 401K. I’ve tried to do it for so long thinking I was doing well until Rick found ways to multiply my savings for retirement. The knowledge he has and work he did on my portfolios was brilliant. I could have never done any of it myself!

April H: I really appreciate Rick. He spends time with me and makes sure I understand what he is explaining and I feel like he invests in me and my financial security. I have not felt that way with other advisers, and therefore I trust him more than I have trusted any of my 3 previous investors and I would recommend him to my own family. (I did but they are in another state and want a local investor). He is fantastic.

6. Morgan Stanley Private Wealth Advisors - Miami

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Morgan Stanley Private Wealth Advisors
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Address: 200 S Biscayne Blvd Ste 1100, Miami, FL 33131

Telephone: (305) 533-5400

Business type: Financial planner

7. LPL Financial - Miami

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LPL Financial
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Address: 1395 Brickell Ave suite 8th floor, Miami, FL 33131

Schedule: Closed ⋅ Opens 9AM

Telephone: (305) 479-5897

Business type: Financial planner

LPL Financial: what do users think?

Daniel Ruffolo: Jp and John provide me with excellent service year after year. They are very knowledgable and experienced, truly giving me a a great sense of comfort on how my finances are handled. Additional to my personal finances, they established a retirement plan for my dental practice - all my employees love the individualized service they each receive!

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