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May H. Cheung

CFP®

Financial Planner 2.95 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Asset...More

Financial Advisor serving South Miami, Florida and the surrounding communities.

Congress Wealth Management

9155 South Dadeland Boulevard, ste 1212
Miami, FL 33156
(786) 208-0218

Matthew A. McGrath

CFP®

Managing Partner 2.87 Miles

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

Financial Advisor serving South Miami, Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Lane M. Jones

CFP® , CFA

Chief Investment Officer 2.87 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned...More

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

Evensky & Katz / Foldes Financial Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Steven M. Foldes

CFP®

1.68 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Employee...More

Financial Advisor serving South Miami, Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Katherine L. Hart

CFP®, AIF®

0.71 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving South Miami, Florida and the surrounding communities.

Asset Planning Group, Inc.

1450 Madruga Ave, Ste 306A
Coral Gables, FL 33146
(305) 669-5070

Roxanne L. Alexander

CFP®

2.87 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving South Miami, Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

William R. Neubauer

CFP®

President 2.31 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Cross...More

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

Comprehensive Money Management Services LLC

535 Vilabella Ave
Coral Gables, FL 33146
(305) 662-7757
CONNECT WITH William
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John G. Espinosa

CFP®

2.13 Miles

Specialties:

Financial Advisor serving South Miami, Florida and the surrounding communities.

The John G. Espinosa Financial Group LLC

Po Box 162115
Miami, FL 33116
(305) 448-2020

Roger D. Oprandi, Jr.

CFP®,ChFC®, CIMA®

Financial Advisor 2.13 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation,...More

Commission and Fee Financial Advisor serving South Miami, Florida and the surrounding communities.

Ameriprise Financial Services, LLC

9350 S Dixie Hwy, Ste 1410
Miami, FL 33156
(786) 264-4955
CONNECT WITH Roger
  • facebook link
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Brett D. Horowitz

CFP®

Wealth Manager 2.87 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving South Miami, Florida and the surrounding communities.

Evensky & Katz/Foldes Financial Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Taylor M. Gang

CFP®, AIF®

Principal 2.87 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Cathy Pareto

MBA, CFP®, CPWA®

CEO 3.95 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

Azzendo Wealth Advisors

901 Ponce de Leon Blvd., Suite 501
Coral Gables, FL 33134
(305) 648-9814
CONNECT WITH Cathy
  • facebook link
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  • youtube link

Charles J. May

CFP®

First Vice President 3.58 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission Financial Advisor serving South Miami, Florida and the surrounding communities.

UBS Financial Services Inc

396 Alhambra Circle, Ste 800
Coral Gables, FL 33134

UBS Financial Services Inc

PO Box 368
Marco Island, FL 34146
(786) 394-2875

Stephen A. Kaplan

CFP®, CPA/PFS

3.73 Miles

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving South Miami, Florida and the surrounding communities.

Financial Planning Strategies, Inc.

8920 SW 104th St
Miami, FL 33176
(305) 273-0300

Jorge Padilla

CFP®

Senior Client Advisor 2.13 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

MEIRA

9350 S Dixie Hwy, Ste 1500
Miami, FL 33156
(305) 670-4440
CONNECT WITH Jorge
  • twitter link
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Ana C. Harris, Esq.

CFP®

Founder and President 2.03 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

Cela Advisors

8950 SW 74th Ct., Town Center One, Suite 2210
Miami, FL 33156
(305) 667-8123

Stephen O. Wright

CFP®

2.57 Miles

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

Congress Wealth Management

9455 South Dadeland blvd, Suite 1212
Miami, FL 33156
(305) 274-1600

Deborah Badillo

CFP®

Client advisor 3.69 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

MEIRA formerly The Lubitz Financial Group

121 Alhambra Plaza, STE 1000
Coral Gables, FL 33134-5025
(305) 670-4440
CONNECT WITH Deborah
  • linkedin link

Samantha Maysonet

CFP®

2.03 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation,...More

Financial Advisor serving South Miami, Florida and the surrounding communities.

Ameriprise Financial

9130 S Dadeland Blvd, Ste 1903
Miami, FL 33156-7858
CONNECT WITH Samantha
  • facebook link
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Stephen W. Clark

CFP®

Financial Planner 4.99 Miles

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management,...More

Commission and Fee Financial Advisor serving South Miami, Florida and the surrounding communities.

Prudential Advisors

800 NW 62nd Avenue, Suite 120
Miami, FL 33126
(305) 420-2625

Linda Lubitz Boone

CFP®

President 3.69 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

Meira (Formerly The Lubitz Financial Group)

121 Alhambra Plaza, Suite 1000
Coral Gables, FL 33134
(305) 670-4440
CONNECT WITH Linda
  • linkedin link

Richard A. Gotterer

CFP®

Regional Director, Senior Wealth Advisor 3.7 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Miami, Florida and the surrounding communities.

Calamos Wealth Management LLC

220 Alhambra Circle, Suite 300
Coral Gables, FL 33134

Calamos Wealth Management LLC

2020 Calamos Ct
Naperville, IL 60563

Calamos Wealth Management LLC

155 Morningside Dr
Coral Gables, FL 33133