Connect with Top-Rated Financial Planners in Miami!

At Juan Pablo Bejarano Financial Services, we understand that entrepreneurs and professionals need more than retirement planning. Our financial planning services are built on trust, transparency, and accountability. From wealth management to retirement solutions, our expert insight and sophisticated investment strategies can help entrepreneurs and professionals realize their financial goals. We specialize in the unique needs of peak career professionals and first-time investors, and offer specialized financial advice for your career and goals. Whether you need to manage risk, protect your family and finances, or plan for major transitions, we are here to help you achieve your financial goals. With over $1 trillion in client assets under management, our team of experts is dedicated to providing personalized financial guidance to help you achieve your goals.

St Clair Financial Services is a reputable accounting firm offering personalized customer service, providing tax preparation, consulting, and tax planning services to individuals, self-employed, partnerships, S & C corporations, non-profit and trusts. Our expert team of tax accountants and preparers helps clients navigate complex tax laws and ensure compliance. With multiple locations in Miami Gardens, Orlando, and Atlanta, we strive to provide exceptional service and support to help businesses and individuals succeed.

WealthUSA, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a range of services including business planning, financial planning, estate planning, retirement income planning, and tax planning. Our team approach offers a personalized and expert service to our clients. We believe in educating our clients and providing them with the tools and resources to achieve their financial goals.

Ingham Retirement Group is a national, independent, full-service retirement plan consulting, investment advisory, record keeping, and actuarial firm providing a wide range of services to corporations and individuals. With over 40 years of experience, we help employees, companies, and individuals save and invest for retirement. Our team of over 50 qualified professionals offers customized wealth management, estate planning, and investment guidance to help clients achieve financial success. We provide plan design, retirement readiness tracking, and investment reporting services to employers, while individuals can benefit from IRA rollovers, investment guidance, and more.

The Bahamas Financial Services Board (BFSB) is the primary regulator of the financial services sector in the Bahamas. The BFSB is responsible for regulating and supervising the banks, insurance companies, trust companies, and other financial institutions in the Bahamas. Our services include regulatory supervision, licensing, and compliance monitoring. We also provide guidance and support to financial institutions, facilitate industry development, and promote the Bahamas as a financial services hub. Additionally, we offer publications, events, and training programs to promote industry best practices and professionalism.

Kettler Financial is a respected, full-service insurance and financial services firm serving South Florida businesses and the community. Founded in 1992, we provide comprehensive financial solutions to help our clients maximize their personal financial potential while protecting their assets. Our team of experts offers a wide range of services, including financial planning, retirement planning, annuities, 401(k) plans, wealth protection, and life insurance. We take a balanced approach to wealth accumulation, asset protection, and retirement income planning, always keeping our clients' goals and objectives in mind.

Life's Next Steps is a comprehensive retirement lifestyle planning service that helps baby boomers create a personal life-transition plan. Our three-stage program includes pre-work, workshop, and post-work phases, allowing individuals to identify their strengths, interests, and passions and make them the basis of the next stage of their life. Our services include creating a lifestyle plan, setting new goals and priorities, and making a smooth transition from work to retirement. We also offer financial planning tools to help individuals plan their finances with confidence. Through our program, individuals can gain a clear vision of who they are, make a fresh start, and create a retirement lifestyle they'll love living.

Brightscape is a financial planning and investment management firm that provides services to individuals, institutions, and 401(k) plan sponsors. The company focuses on putting clients' interests first and offers unbiased and objective advice. With offices in Arizona, California, Colorado, Florida, Maryland, Texas, and Virginia, Brightscape provides financial planning and investment management services to help clients achieve their financial goals.

New Hope Development Center Inc. (NHDCI) is a non-profit organization that offers both an After-School Program and Summer Camp (KidZone!) serving children in grades K-12. The organization's mission is to foster self-sufficiency for families through economic empowerment and delivering human & social services to improve the quality of life for residents in the community. NHDCI's programs have been designed by certified teachers with Masters' Degrees in Education and have operated an After-School Program and Summer Camp for over 20 years.

John Porro Financial Planning is a financial planning firm providing personalized services to individuals and families in the Miami area. With over 23 years of experience, we help clients achieve their financial goals through customized investment strategies, retirement planning, estate planning, and insurance services. Our team of experts is dedicated to understanding your unique needs and providing tailored solutions to ensure your financial security, today and for generations to come.

Barnett Capital Advisors is an independent asset management and retirement planning firm dedicated to helping individuals and families achieve their financial goals through unbiased advice, strategic planning, and smart investment strategies. Our team of trusted advisors uses a disciplined approach to active management, incorporating all financial aspects of our clients' lives to develop customized retirement analysis and plans. We believe in providing long-term investment performance, meeting investment objectives, and identifying strategic opportunities to achieve desired outcomes.

Anita J Patel is a financial planner dedicated to helping women take care of themselves by taking control of their finances. Her mission is to empower women to prioritize their financial well-being, and she offers a variety of services to help them achieve their goals. From long-term financial planning to annuity options, Anita J Patel is committed to providing expert guidance and advice to her clients. Whether you're looking to plan for retirement, secure your family's future, or simply take control of your finances, Anita J Patel is here to help.

Miami tax and audit advisory service aims to free you from the burden of tackling your tax returns independently. Our Tax professionals in Miami tax and audit are here to help you embrace a convenient, efficient, and accurate tax experience. With over 10+ years of experience, we have a team of experts who understand the complexities of tax laws and regulations. We specialize in tax preparation, bookkeeping, amended returns, and tax examinations. Our goal is to empower our clients with the knowledge and confidence to make informed financial decisions.