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Financial Planners Certified in Miamisburg, Florida

First Horizon Bank photos
First Horizon Bank, Miami
Miami / Florida / United States
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You know what you are capable of. You know what you want in life. Our mission is to bring a deeper understanding of who you are, so that we can help you get to where you want to go.
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BB&T photos
BB&T, Miami
Miami / Florida / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Oscar Pina - Ameriprise Financial Services, Inc. photos
Oscar Pina - Ameriprise Financial Services, Inc., Miami
Miami / Florida / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Coral Gables Trust Company photos
Coral Gables Trust Company, Miami
Miami / Florida / United States
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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over a billion dollars of assets under management, and a leading provider of wealth management and trust services throughout the State. Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million -- inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds. Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.
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The Starr Blum Group - Ameriprise Financial Services, Inc. photos
The Starr Blum Group - Ameriprise Financial Services, Inc., Miami
Miami / Florida / United States
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The advisor listed is an Ameriprise financial advisor inCoral Gables. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.
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Evensky & Katz / Foldes Financial Wealth Management photos
Evensky & Katz / Foldes Financial Wealth Management, Miami
Miami / Florida / United States
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We are based upon providing the highest quality fiduciary based wealth management services. From financial planning and portfolio management to retirement and investment planning services, we are here to help our clients. We pride ourselves with having an experienced and trained team who can apply the best investment principles to each clients unique situation. We take the time to get to know each client to ensure we have a good understanding of their goals. We sit on the same side of the table as our clients, as it is our fiduciary duty, and our clients interests come first. We work to gain the trust of our clients to build long-term relationships and to ultimately be viewed as their trusted financial advisor. Please contact us today.
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BB&T photos
BB&T, Miami
Miami / Florida / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Miguel Horvath - Ameriprise Financial Services, Inc. photos
Miguel Horvath - Ameriprise Financial Services, Inc., Miami
Miami / Florida / United States
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As a Private Wealth Advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, Ill help you pursue your goals and help you feel greater financial confidence as you make decisions about your financial future. At Horvath Wealth Management, we have extensive experience helping clients like you deal with the complexities of wealth. The goal of our on going financial planning process is to help you pursue your financial goals while making your life easier and more rewarding. Our client service model focuses on the following quarterly meetings: Goal Tracking “ We track the progress of your financial plan, review your goals and objectives in addition to reassessing the strategies. Asset Allocation “ Based on your financial plan, risk tolerance, time frame and other constraints, we develop an investment strategy that considers all of your stated goals. Mid-Year Review“ We revisit our summary of recommendations as well as review estate planning strategies, employee benefits and insurance needs. Tax Planning“ Review year-end tax planning strategies including qualified plan contributions and tax loss harvesting. We will work with your accountant as needed. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Javier Quinones - Ameriprise Financial Services, Inc. photos
Javier Quinones - Ameriprise Financial Services, Inc., Miami
Miami / Florida / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Miami
Miami / Florida / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Sulzberger Capital Advisors photos
Sulzberger Capital Advisors, Miami
Miami / Florida / United States
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Sulzberger Capital Advisors is a fee based investment management firm for US and international clients. Sulzberger Capital Advisors is a registered investment advisor with the State of Florida. Our mission is to create customized investment solutions to help our clients meet their long term financial and retirement goals.
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Miguel Horvath - Ameriprise Financial Services, Inc. photos
Miguel Horvath - Ameriprise Financial Services, Inc., Miami
Miami / Florida / United States
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As a Private Wealth Advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, Ill help you pursue your goals and help you feel greater financial confidence as you make decisions about your financial future. At Horvath Wealth Management, we have extensive experience helping clients like you deal with the complexities of wealth. The goal of our on going financial planning process is to help you pursue your financial goals while making your life easier and more rewarding. Our client service model focuses on the following quarterly meetings: Goal Tracking “ We track the progress of your financial plan, review your goals and objectives in addition to reassessing the strategies. Asset Allocation “ Based on your financial plan, risk tolerance, time frame and other constraints, we develop an investment strategy that considers all of your stated goals. Mid-Year Review“ We revisit our summary of recommendations as well as review estate planning strategies, employee benefits and insurance needs. Tax Planning“ Review year-end tax planning strategies including qualified plan contributions and tax loss harvesting. We will work with your accountant as needed. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Summer Berman Diaz - Ameriprise Financial Services, Inc. photos
Summer Berman Diaz - Ameriprise Financial Services, Inc., Miami
Miami / Florida / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Miami
Miami / Florida / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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First Horizon Bank photos
First Horizon Bank, Miami
Miami / Florida / United States
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You know what you are capable of. You know what you want in life. Our mission is to bring a deeper understanding of who you are, so that we can help you get to where you want to go.
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Barry Brosius - Ameriprise Financial Services, Inc. photos
Barry Brosius - Ameriprise Financial Services, Inc., Miami
Miami / Florida / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Fidelity Investments photos
Fidelity Investments, Miami
Miami / Florida / United States
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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies.
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First Horizon Bank photos
First Horizon Bank, Miami
Miami / Florida / United States
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You know what you are capable of. You know what you want in life. Our mission is to bring a deeper understanding of who you are, so that we can help you get to where you want to go.
Detail
BB&T photos
BB&T, Miami
Miami / Florida / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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Gregory Planck - Ameriprise Financial Services, Inc. photos
Gregory Planck - Ameriprise Financial Services, Inc., Miami
Miami / Florida / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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