Wealth Management in Coral Gables, FL

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List of Firms

Coral Gables, FL Wealth Management Firms

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Merrill Lynch Wealth Management Advisor Gerardo E Moya
Location 355 Alhambra Cir 16th floor, Coral Gables, FL 33134, USA
Phone (305) 774-0628
Directions
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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
Directions
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Merrill Lynch Wealth Management
Location 355 Alhambra Cir 16th floor, Coral Gables, FL 33134, USA
Phone (877) 774-0614
Directions
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Viyella Wealth Management Group of Raymond James
Location 2333 Ponce de Leon Ste 500, Coral Gables, FL 33134, USA
Phone (305) 460-2735
Directions
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Merrill Lynch Wealth Management Advisor Joao Alvarez
Location 355 Alhambra Cir 16th floor, Coral Gables, FL 33134, USA
Phone (305) 442-6296
Directions
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Merrill Lynch Wealth Management Advisor Gabriela Adessi
Location 355 Alhambra Cir Suite 1502a, Coral Gables, FL 33134, USA
Phone (305) 774-0616
Directions
Wealth Management in Coral Gables, FL

Where Wealth Management Advisors in Coral Gables, FL Serve

Coral Gables, FL is a vibrant city located in Miami-Dade County, known for its luxurious neighborhoods, world-renowned landmarks, and bustling business district. From the iconic Biltmore Hotel to the picturesque Venetian Pool, Coral Gables boasts a plethora of attractions that draw visitors from all over the world. Additionally, the city is home to top employers such as the University of Miami, Baptist Health South Florida, and the Coral Gables Country Club, providing ample job opportunities for residents. Major highways and streets, including US-1 and Miracle Mile, offer easy access to neighboring cities and attractions. The city is also divided into various neighborhoods, each with its unique charm and character, such as the historic French Village and the upscale Gables Estates. With its rich history, diverse culture, and endless attractions, Coral Gables is a must-visit destination for locals and tourists alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Coral Gables, FL can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those who require it, such as loans for starting a business or purchasing a home. Secondly, banks can offer various savings and investment options to help residents grow their wealth and secure their financial future. Additionally, banks can provide convenient and secure payment options, including online banking and mobile apps, which are crucial in a city where many residents lead busy lives. Coral Gables, FL is known for its affluent community, and a bank can cater to their specific needs, such as personalized banking services and premium credit card options. Furthermore, a bank can also support local businesses by providing loans and financial advice, which can contribute to the growth of the city's economy. Therefore, a bank can play a crucial role in the lives of Coral Gables, FL residents by providing financial assistance, investment opportunities, convenient payment options, personalized services, and support to local businesses.

Insurance Broker

Residents of Coral Gables, FL can benefit from the expertise of an insurance broker in a variety of ways. For example, due to the city's location in South Florida, residents may be at a higher risk for certain natural disasters such as hurricanes. An insurance broker can help residents navigate the complexities of obtaining adequate coverage for their homes and personal belongings in the event of a storm. Additionally, Coral Gables is known for its affluent population and high-end properties, which may require specialized insurance policies. An insurance broker can assist residents in finding policies that provide coverage for valuable assets such as luxury cars, yachts, and fine art collections. Furthermore, with the city's proximity to Miami and its bustling international airport, residents may have unique travel insurance needs. An insurance broker can help residents find policies that provide coverage for medical emergencies, trip cancellations, and other travel-related issues. Overall, an insurance broker can provide valuable guidance and support to Coral Gables residents in navigating the complex world of insurance.

Retirement Planning

Residents of Coral Gables, FL could greatly benefit from the services of a retirement planner, especially given the unique characteristics of this affluent community. With its high cost of living and abundance of luxury amenities, many retirees in Coral Gables may be facing financial challenges as they navigate their retirement years. A retirement planner can provide valuable guidance on how to maximize retirement savings, manage debt, and make wise investments that will help ensure a comfortable and secure retirement. Additionally, the planner can help residents navigate the complex tax laws and regulations that apply to retirement income in Coral Gables, which can be especially daunting for those who are not familiar with the intricacies of the local tax code. Overall, a retirement planner can be an invaluable resource for those looking to make the most of their retirement years in Coral Gables, providing expert advice and guidance that can help ensure a financially stable and fulfilling retirement.

Financial Advisor

Residents of Coral Gables, FL could greatly benefit from the services of a financial advisor. With its affluent population and high cost of living, many individuals in Coral Gables may struggle with managing their finances. A financial advisor could assist with creating a budget and investment strategy, as well as providing guidance on retirement planning and estate planning. Additionally, with the city's strong ties to the real estate industry, a financial advisor could offer expertise on property investments and financing options. The advisor could also provide insight into the tax implications of living in a high-income area like Coral Gables, and offer strategies for minimizing tax liabilities. Overall, a financial advisor could be a valuable resource for residents of Coral Gables looking to build and preserve wealth in a complex financial landscape.

Mortgage Loan Officer

Residents of Coral Gables, FL can benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, with the city's high median home value of $765,000, a mortgage loan officer can help residents navigate the complex and often daunting process of securing a mortgage. Furthermore, with the city's strict zoning laws and historic preservation regulations, a mortgage loan officer can provide invaluable guidance to residents seeking to purchase or refinance a home in Coral Gables. Additionally, as a city known for its lush greenery and Mediterranean-style architecture, a mortgage loan officer can assist residents in finding financing options that align with their unique needs and preferences. Overall, a mortgage loan officer can be an essential resource for Coral Gables residents looking to achieve their homeownership goals in this beautiful and vibrant city.

Tax Services

Residents of Coral Gables, FL can benefit greatly from the expertise of a tax advisor. With the city's high property values and proximity to Miami, there are many complex tax situations that may arise. For example, the city has a unique zoning code that can affect property taxes, and residents may be subject to both state and local taxes. Additionally, many residents may have international ties or investments, which can further complicate their tax situation. A tax advisor can help navigate these complexities and ensure that residents are taking advantage of all available deductions and credits. They can also provide guidance on estate planning and wealth management, which can be particularly important for those with significant assets. Overall, a tax advisor can provide invaluable support to Coral Gables residents looking to optimize their financial situation and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Coral Gables, FL can benefit from the services of an estate planning lawyer in a multitude of ways. One specific issue that is unique to Coral Gables is the high property values and real estate market. An estate planning lawyer can assist residents in protecting their valuable assets and ensuring that their property is distributed according to their wishes in the event of their passing. Additionally, an estate planning lawyer can help residents navigate the complex tax laws that are specific to Florida, which can save them money and ensure that their heirs are not burdened with unnecessary taxes. Furthermore, an estate planning lawyer can assist in creating a comprehensive plan for long-term care, which is especially important for the aging population of Coral Gables. Overall, an estate planning lawyer can provide valuable guidance and peace of mind for residents of Coral Gables, FL.

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