Best Financial Advisors In Miami Near Me

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

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17 reviews
MANNA WEALTH MANAGEMENT - Miami's Best Financial Advisors
Services
5
Tariffs
5
Professionalism
5
Deal
5
Trust
5

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

Schedule: Closed ⋅ Opens 6AM

Telephone: (305) 306-7107

Guy: Financial planner


There are no offers available.


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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!
Response: Jordan really appreciate your kind feedback. Thank you for sharing your experience

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.
Response: Hello Cameron we appreciate you allowing a chance to help . The start of a wonderful journey, thank you for entrusting us

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
Response: Thank you very much for the kind words

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.
Response: Dinesh of course we're glad to help in any way. thank you for allowing us the opportunity

marilyn pimentel: David Kassir is one of the most honest people I've ever met. He and his team are committed to the best interests of their clients. They fully understand how to serve you better and not only answer your questions but also find a solution that suits your financial needs . David's professionalism never ceases to amaze me and it gives me peace of mind to know I have a financial advisor that truly care about my finances.

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.
Response: Dante thank you very much glad we can help

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.
Response: Jonny thank you so glad we were able to help

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
Response: Thank you

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

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

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52 reviews
MANNA WEALTH MANAGEMENT - Florida's Best Financial Advisors
Services
5
Tariffs
5
Professionalism
5
Deal
5
Trust
5

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

Schedule: Closed ⋅ Opens 6AM

Telephone: (305) 306-7107

Guy: Financial planner


There are no offers available.


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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.
Response: Eloise it’s great to hear your feedback . We appreciate your insight towards the financial planning provided. We strive to do as much as we can and appreciate your kind words

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
Response: Thank you Chelsea for your continued support we have enjoyed working with you

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.
Response: William truly Appreciate the feedback . It’s wonderful hearing you are so pleased with our relationship. Markets change but relationships don’t have too . Thank you for the kind words

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.
Response: Maria it’s absolutely our pleasure thank you so much for the kind words.

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.
Response: Your comments are impactful and we truly appreciate it. Thank you

Oscar Garcia: I've been running my company for a few years as a general contractor. Never felt quite as organized and informed as I do now. There are so many different elements to running a small business really thankful for the guidance.
Response: Thank you for the kind feedback . Running a business has its challenges so we’re glad we can help.

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.
Response: Isabel The pleasure is all ours, thank you so much for the feedback.

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
Response: Andrè thank you for sharing your experience. Truly thankful

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.
Response: Bob thanks so much for kind words ! Very happy we’ve been together for so long!

3. Barnett Capital Advisors

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3 reviews
Barnett Capital Advisors
Services
5
Tariffs
5
Professionalism
5
Deal
5
Trust
5

Address: 1428 Brickell Ave #500, Miami, FL 33131

Schedule: Closed ⋅ Opens 8AM

Telephone: (305) 328-8538

Guy: Financial planner


There are no offers available.


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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

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26 reviews
Florida Financial Advisors
Services
4.8
Tariffs
4.8
Professionalism
4.9
Deal
4.8
Trust
4.8

Address: 1444 Biscayne Blvd #302, Miami, FL 33132

Schedule: Closed ⋅ Opens 8AM

Telephone: (305) 667-9099

Guy: Financial planner


There are no offers available.


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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.

Dane's WRLD: Anay Gonzalez helped me prepare to save for my triplets college expenses. I was lost, in a daze, no idea how to save or prepare for the looming burden of college expenses. That was until Anay guided me through what my options were and found the best one for me. Now, I can rest easy knowing I'll be able to send my babies to whatever higher learning institution their heart desires.

Bruce Jaret: Florida Financial Advisors is a good solid company with some very capable and knowledgeable people. FFA has provided my wife and I with many different choices for various products which were/are perfect for our present and future needs. They created an investment environment that is extremely informative and hassle free. They never rush your decisions and they are very responsive to calls or emails. My FFA Advisor is honest and pays attention to my portfolio. He always gives excellent advice. I've recommended many friends and family and they're always happy with him. This is a company that has earned my trust.

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

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2 reviews
Edward Jones - Financial Advisor: Rick Sanchez
Services
5
Tariffs
5
Professionalism
5
Deal
5
Trust
5

Address: 1101 Brickell Ave Suite N 1102, Miami, FL 33131

Schedule: Closed ⋅ Opens 9AM

Telephone: (786) 773-5143

Guy: Financial consultant


There are no offers available.


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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

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1 reviews
Morgan Stanley Private Wealth Advisors
Services
5
Tariffs
5
Professionalism
5
Deal
5
Trust
5

Address: 200 S Biscayne Blvd Ste 1100, Miami, FL 33131

Telephone: (305) 533-5400

Guy: Financial planner


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Morgan Stanley Private Wealth Advisors: what do users think?


Nathan Rothschild: Far as my executive busy schedule and wear testing and ultra modern luxury lifestyles . They're advanced real estate and government clerk's office estate and trust planning has established my latest project "trap illist talents and entertainment" to new unbelievable heights with the staff that they're concierge service hired and supplied for me in South Florida thank you and all those that played a part especially the international airport of Miami to all have a great 2021 thanks giving 💯🤑

7. LPL Financial

LEAVE AN OPINION
1 reviews
LPL Financial
Services
5
Tariffs
5
Professionalism
5
Deal
5
Trust
5

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

Schedule: Closed ⋅ Opens 9AM

Telephone: (305) 479-5897

Guy: Financial planner


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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!