Best Financial Advisors in Coral Gables, FL

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List of Firms

Coral Gables, FL Fiduciary Financial Advisors

SEC File# 801-107142
CRD# 282426
Location 2600 Douglas Rd Suite 1103, Coral Gables, FL 33134, USA
Phone (786) 646-9140
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-111823
CRD# 289886
Location 800 Douglas Rd #900, Coral Gables, FL 33134, USA
Phone (305) 443-0060
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SEC File# 801-123140
CRD# 306523
Location 1 Alhambra Plaza, Coral Gables, FL 33134, USA
Phone (888) 848-3260
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SEC File# 801-106591
CRD# 136285
Location 2121 Ponce de Leon STE 405, Coral Gables, FL 33134, USA
Phone (305) 774-9906
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Alexander S. Tecle | Financial Advisor™ | Registered Investment Advisor
5 out of 5
Location 2600 Douglas Rd # 1104, Coral Gables, FL 33134, USA
Phone (305) 901-6174
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Margaret Starner - Raymond James
SEC File# 801-10418
CRD# 705
Location 2333 Ponce de Leon, Coral Gables, FL 33134, USA
Phone (305) 461-1200
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Oscar Castellanos - Raymond James
Location 2800 Ponce de Leon, Coral Gables, FL 33134, USA
Phone (305) 460-2710
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Wells Fargo Advisors
Location 396 Alhambra Cir Suite 800, Coral Gables, FL 33134, USA
Phone (305) 441-2310
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Genesis Wealth Management Inc.
5 out of 5
Location 2000 Ponce de Leon #624, Coral Gables, FL 33134, USA
Phone (786) 393-6960
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Merrill Lynch Private Wealth Advisor Michael J Beckerman
Location 355 Alhambra Cir Suite 1502B, Coral Gables, FL 33134, USA
Phone (305) 774-0520
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Roberto Incera - Raymond James
Location 2100 Salzedo St, Coral Gables, FL 33134, USA
Phone (305) 442-0888
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Trevor McLuskey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, USA
Phone (786) 775-6684
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Gables Wealth Planning Group of Raymond James
Location 2333 Ponce de Leon, Coral Gables, FL 33134, USA
Phone (305) 461-6634
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Morgan Stanley Financial Advisors
Location 220 Alhambra Cir 10th Floor, Coral Gables, FL 33134, USA
Phone (305) 460-7800
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Jack Patterson, CFP®
1 out of 5
Location 2655 S Le Jeune Rd STE 909, Coral Gables, FL 33134, USA
Phone (305) 461-4730
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Patterson Financial Group
5 out of 5
Location 2655 S Le Jeune Rd STE 909, Coral Gables, FL 33134, USA
Phone (305) 648-3080
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Wealth Engage
Location 4100 Salzedo St STE 5, Coral Gables, FL 33146, USA
Phone (786) 315-4870
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Frank Perez - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, USA
Phone (786) 775-6679
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Evensky & Katz / Foldes Wealth Management
SEC File# 801-60104
CRD# 109698
Location 4000 Ponce de Leon #850, Coral Gables, FL 33146, USA
Phone (305) 448-8882
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Merrill Lynch Wealth Management Advisor John A Flasco
Location 355 Alhambra Cir 16th floor, Coral Gables, FL 33134, USA
Phone (305) 442-6250
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Miami Financial Planner - Private Wealth Counsel, Inc
Location 2850 Douglas Rd STE 302, Coral Gables, FL 33134, USA
Phone (305) 444-1610
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Oscar Pina - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4000 Ponce de Leon Ste 470, Coral Gables, FL 33146, USA
Phone (305) 444-7317
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Ron Greene - Financial Consultant, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, USA
Phone (786) 775-6663
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Lee Bryan - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, USA
Phone (786) 775-6667
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Merrill Lynch Wealth Management Advisor Eugenio Retana
Location 355 Alhambra Cir 16th floor, Coral Gables, FL 33134, USA
Phone (305) 774-0603
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TIAA Financial Services
1 out of 5
Location 20 Giralda Ave, Coral Gables, FL 33134, USA
Phone (305) 448-8568
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Northwestern Mutual - The Coral Gables Group
4 out of 5
Location 201 Alhambra Cir #703, Coral Gables, FL 33134, USA
Phone (305) 448-5666
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Merrill Lynch Private Wealth Advisor Louis J Chiavacci
Location 355 Alhambra Cir Suite 1502b, Coral Gables, FL 33134, USA
Phone (305) 774-0501
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Michael Gold - Raymond James
5 out of 5
Location 2333 Ponce de Leon, Coral Gables, FL 33134, USA
Phone (305) 460-2716
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Merrill Lynch Wealth Management Advisor Pilar Urrego
Location 355 Alhambra Cir 16th floor, Coral Gables, FL 33134, USA
Phone (305) 530-3629
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Alianza Wealth Management Group of Raymond James
SEC File# 801-10418
CRD# 705
Location 2333 Ponce de Leon Ste 500, Coral Gables, FL 33134, USA
Phone (305) 461-1200
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Coral Gables, FL Private Wealth Management International - UBS Financial Services Inc.
Location 550 Biltmore Way Suite 1100, Coral Gables, FL 33134, USA
Phone (786) 384-2900
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Frank Coussens - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, USA
Phone (786) 775-6690
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T&L Wealth Advisory of Raymond James
Location 2333 Ponce de Leon Ste 500, Coral Gables, FL 33134, USA
Phone (305) 461-6645
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Merrill Lynch Wealth Management Advisor Eduardo Gonzalez
Location 355 Alhambra Cir 16th floor, Coral Gables, FL 33134, USA
Phone (305) 442-6287
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Gregory Planck - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 Sevilla Ave Ste 208, Coral Gables, FL 33134, USA
Phone (305) 392-1738
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Sandy Jukel - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Alhambra Plaza Ste 750, Coral Gables, FL 33134, USA
Phone (786) 598-4477
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The Lubitz Financial Group
SEC File# 801-56677
CRD# 108648
5 out of 5
Location 2300 Ponce de Leon, Coral Gables, FL 33134, USA
Phone (305) 670-4440
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Merrill Lynch Private Wealth Advisor Alberto F Cosio
Location 355 Alhambra Cir 16th floor, Coral Gables, FL 33134, USA
Phone (305) 377-7712
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Merrill Lynch Wealth Management Advisor Maria Julia Garcia
Location 355 Alhambra Cir 16th floor, Coral Gables, FL 33134, USA
Phone (305) 442-6265
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Financial Advisors in Coral Gables, FL

Where Certified Financial Advisors in Coral Gables, FL Serve

Coral Gables, FL is a vibrant and dynamic city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Biltmore Hotel to the historic Venetian Pool, Coral Gables is a city rich in history and culture. The top employers in the area include the University of Miami, Baptist Health South Florida, and the City of Coral Gables. Major highways and streets such as US-1, the Palmetto Expressway, and Ponce de Leon Boulevard provide easy access to all parts of the city. The neighborhoods of Coral Gables are diverse and unique, ranging from the luxurious homes of Gables Estates to the quaint streets of the French Village. With its beautiful architecture, lush greenery, and bustling city life, Coral Gables is truly a gem of South Florida.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Coral Gables, FL can benefit greatly from the services of a financial advisor. With its vibrant community and high standard of living, Coral Gables presents unique financial challenges that require the expertise of a professional. A financial advisor can help residents navigate the complexities of the local economy, which is heavily influenced by the tourism industry. They can also provide guidance on how to manage investments and plan for retirement, given the high cost of living in the area. Additionally, a financial advisor can help residents create a budget that takes into account the unique expenses of living in Coral Gables, such as high property values and hurricane preparedness. Overall, a financial advisor can provide invaluable support to residents of Coral Gables, helping them achieve their financial goals and secure their future.

Insurance Broker

Residents of Coral Gables, FL can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in this region, it is important to have insurance coverage that protects against natural disasters such as hurricanes. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage options for their specific needs. Additionally, Coral Gables is known for its high-end real estate market, and an insurance broker can assist homeowners in finding the best insurance policies to protect their valuable properties. Overall, an insurance broker can provide peace of mind to residents of Coral Gables, ensuring that they are adequately protected against any unforeseen circumstances that may arise.

Retirement Planning

Residents of Coral Gables, FL would greatly benefit from the help of a retirement planner. With a large population of retirees in the area, a retirement planner can provide guidance on how to maximize retirement income, minimize taxes, and ensure that their savings last throughout their retirement years. Specifically, in Coral Gables, where the cost of living is higher than the national average, a retirement planner can help residents navigate the high cost of healthcare and housing expenses. Additionally, a retirement planner can assist in creating a comprehensive estate plan that addresses the unique needs of Coral Gables residents, such as protecting their assets from potential hurricane damage. By working with a retirement planner, residents of Coral Gables can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Coral Gables, FL can benefit from the expertise of a wealth manager in a number of ways. With its affluent population and high cost of living, Coral Gables presents unique financial challenges that require a tailored approach. A wealth manager can help residents navigate these challenges by providing personalized investment strategies, tax planning, and estate planning. Additionally, with its proximity to Miami and its thriving business community, many Coral Gables residents are entrepreneurs or business owners. A wealth manager can provide valuable guidance on business succession planning, risk management, and employee benefits. Overall, a wealth manager can help residents of Coral Gables achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Coral Gables, FL would greatly benefit from the assistance of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford a home without the help of a loan. A mortgage loan officer can help residents navigate the complex process of obtaining a loan, ensuring that they get the best possible rates and terms. Additionally, Coral Gables is known for its historic homes and unique architectural styles, which can make the home buying process even more complicated. A mortgage loan officer can provide valuable insight and guidance on purchasing a historic home, including any additional requirements or restrictions that may be in place. Overall, a mortgage loan officer can be an invaluable resource for residents of Coral Gables looking to achieve their dream of homeownership.

Tax Services

Residents of Coral Gables, FL can benefit greatly from the guidance of a tax advisor. With the city's high property values and significant number of small businesses, navigating the tax code can be a daunting task for many. A tax advisor can help residents understand deductions and credits they may be eligible for, as well as provide advice on tax planning and preparation. Additionally, with Coral Gables being a popular destination for retirees, a tax advisor can assist in managing retirement accounts and minimizing tax liabilities. Overall, a tax advisor can provide valuable insights and expertise to help residents of Coral Gables navigate the complex world of taxes and make informed financial decisions.

Estate Planning Lawyer

Residents of Coral Gables, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets after a person's death. This is especially important in Coral Gables, where many residents have significant wealth and assets. An estate planning lawyer can also help with setting up trusts, creating powers of attorney, and drafting wills. Additionally, an estate planning lawyer can assist with navigating complex tax laws and minimizing tax liabilities. Overall, working with an estate planning lawyer in Coral Gables can provide peace of mind and ensure that a person's assets are distributed according to their wishes.

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