Wealth Management in Miami-Dade County, FL

We did the hard work of finding trustworthy partners in Miami-Dade County, FL. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Miami-Dade County, FL Wealth Management Firms

generic_business-71
RBC Wealth Management Branch - Miami
5 out of 5
Location 801 Brickell Ave Suite 2100, Miami, FL 33131, USA
Phone (786) 582-2743
Directions
generic_business-71
Miami, FL Private Wealth Management - UBS Financial Services Inc.
Location 100 SE 2nd St 25th Floor, Miami, FL 33131, USA
Phone (800) 796-4264
Directions
generic_business-71
Wisdom Wealth Management
SEC File# 801-119784
CRD# 310955
Location 1815 Purdy Ave, Miami Beach, FL 33139, USA
Phone (305) 677-2743
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Jake Molkentin
Location 8840 SW 136th St, Miami, FL 33176, USA
Phone (305) 252-5694
Directions
generic_business-71
MANNA WEALTH MANAGEMENT - Miami's Best Financial Advisors
5 out of 5
Location 701 Brickell Ave Suite 860, Miami, FL 33131, USA
Phone (305) 306-7107
Directions
generic_business-71
1650 Wealth Management
1 out of 5
Location 9100 S Dadeland Blvd #1500, Kendall, FL 33156, USA
Phone (305) 222-7822
Directions
Wealth Management in Miami-Dade County, FL

Where Wealth Management Advisors in Miami-Dade County, FL Serve

Miami-Dade County, located in southeastern Florida, boasts an array of landmarks that attract tourists from all over the world. The iconic Miami Beach, with its pristine white sand and crystal-clear waters, is a must-see destination. The Art Deco Historic District, which features over 800 buildings from the 1930s and 1940s, is a testament to Miami's rich architectural history. The Vizcaya Museum and Gardens, a stunning Italian Renaissance-style villa built in the early 1900s, is a popular spot for weddings and other events. As for top employers, Miami-Dade County is home to a diverse range of industries. Carnival Corporation, the world's largest cruise company, is headquartered in Miami. Royal Caribbean Cruises, Norwegian Cruise Line Holdings, and American Airlines all have major operations in the area. Other major employers include the University of Miami, Baptist Health South Florida, and Florida Power & Light.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Miami-Dade County, FL can benefit from a bank in a multitude of ways. One specific way is through the provision of loans for hurricane preparation and recovery. Miami-Dade County is located in a region prone to hurricanes, and thus, residents require financial assistance to prepare for and recover from these natural disasters. Banks can provide loans for the purchase of hurricane shutters, generators, and other necessary supplies. Additionally, in the aftermath of a hurricane, banks can offer loans for home repairs and rebuilding efforts. Furthermore, banks can also provide financial education and resources to help residents prepare financially for hurricanes and other emergencies. Overall, a bank can be a valuable resource for residents of Miami-Dade County, FL to navigate the challenges of living in a hurricane-prone region.

Insurance Broker

Residents of Miami-Dade County, FL could greatly benefit from the services of an insurance broker, especially given the unique challenges and risks associated with living in this area. With its proximity to the ocean and susceptibility to hurricanes and flooding, homeowners in Miami-Dade County may require specialized insurance coverage to protect their property and belongings. Additionally, the county's large population and diverse demographics mean that residents may have different healthcare and life insurance needs, which an insurance broker can help navigate. Furthermore, Miami-Dade County is known for its high cost of living, and an insurance broker can assist residents in finding affordable insurance options that still provide adequate coverage. Overall, an insurance broker can provide invaluable assistance to residents of Miami-Dade County, helping them navigate the complex and ever-changing world of insurance and ensuring that they are adequately protected in the face of any unexpected events or disasters.

Retirement Planning

Miami-Dade County, FL is a diverse and vibrant community with a population of over 2.7 million people. Retirement planning is essential for residents of Miami-Dade County, FL, as it can help them navigate the complex financial landscape of the region. One of the most common ways that a retirement planner can assist residents is by helping them develop a comprehensive retirement plan that takes into account their unique financial situation. With its bustling economy and high cost of living, Miami-Dade County, FL presents a number of challenges for retirees. A skilled retirement planner can help residents navigate these challenges by providing advice on investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help residents understand the benefits and drawbacks of different retirement plans, such as 401(k)s, IRAs, and annuities. By working with a retirement planner, residents of Miami-Dade County, FL can ensure that they are well-prepared for retirement and can enjoy a comfortable and secure future.

Financial Advisor

Residents of Miami-Dade County, FL could greatly benefit from the expertise of a financial advisor. With its diverse population and thriving economy, Miami-Dade County presents unique financial challenges and opportunities. A financial advisor can provide guidance on investment strategies, retirement planning, and tax optimization to help residents make the most of their money. Moreover, Miami-Dade County is prone to natural disasters such as hurricanes and flooding, which can have a significant impact on personal finances. A financial advisor can help residents prepare for these events by recommending insurance policies and creating emergency funds. Additionally, Miami-Dade County is known for its high cost of living, particularly in regards to housing. A financial advisor can assist residents in navigating the local real estate market and making informed decisions about purchasing or renting a home. Overall, a financial advisor can provide invaluable support to residents of Miami-Dade County as they strive to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Miami-Dade County, FL could greatly benefit from the assistance of a mortgage loan officer in a number of ways. With a population of over 2.7 million people, Miami-Dade County is the most populous county in Florida and one of the largest metropolitan areas in the United States. The county is also home to a diverse population, with a significant number of residents who speak languages other than English. A mortgage loan officer can help these residents navigate the complex process of securing a mortgage, which can be particularly challenging for those who are not fluent in English. Additionally, Miami-Dade County is known for its high cost of living, and many residents struggle to afford housing. A mortgage loan officer can help these residents find a mortgage that fits their budget and financial situation, allowing them to purchase a home and achieve the American dream of homeownership.

Tax Services

Residents of Miami-Dade County, FL can benefit greatly from the expertise of a tax advisor. With the county's diverse population, there are unique tax situations that require specialized knowledge. For example, many residents own vacation homes or investment properties in other countries, which can complicate their tax filings. Additionally, Miami-Dade County has a large number of small business owners who may need guidance on tax deductions and credits. A tax advisor can also assist residents in navigating the complex tax laws related to hurricane preparedness and recovery, which are particularly important in a region prone to natural disasters. By working with a tax advisor, residents can ensure they are maximizing their tax savings while staying in compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Miami-Dade County, FL can benefit from the services of an estate planning lawyer in numerous ways. For instance, a lawyer can help them create a will or trust that outlines how their assets will be distributed upon their death. This is particularly important in Miami-Dade County, as the area is known for its high property values and diverse population, which can make estate planning more complicated. Additionally, an estate planning lawyer can assist with the establishment of powers of attorney and healthcare directives, which can ensure that an individual's wishes are respected in the event of incapacitation. Furthermore, a lawyer can help residents navigate complex tax laws and minimize tax liabilities, which can be especially valuable in a county with a high cost of living like Miami-Dade. Overall, an estate planning lawyer can provide peace of mind and ensure that an individual's assets and wishes are protected in the event of death or incapacity.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs