Top 15 Financial Advisors in Miami Beach, FL

Anna Zhang Thanks for Carlos Florean, he really helps me a lot today! He is so professional, patient and friendly. As a foreigner, sometimes I feel afraid to call somebody, because I cant get them too clearly. When Carlos helped me call the online service and said he will "fight for me", I felt so Appreciate! Also another staff seating beside him, so sorry for forgetting ask for your name. Thank you all the same! ٩(❛ัᴗ❛ั⁎)

Richard Moss Cliff works very hard, has great knowledge of investment opportunities, will take excellent care of his clients. I recommend him fully.

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .

George Costantinou He is the guy to always get the job done

Juan Salomon I have had an account at this branch for over 8 years and they have always provided excellent, fast and clear service to all my needs, especially my Account Officer, Mr. Wilson Roldan, who has always been patient in guiding me through everything related to my accounts. I definitely recommend this bank.

Yitian Ren Triangle family is working on clients best interest and perform professionally . I am committed to help every customer finding the proper loan program and closing the case smoothly with pleasant experience. During 2014~2018, over 95% of my client applications are approved and closed successfully and fluently. My review turn time on preparing application files is in 1~2 business days. When the case is under processing and underwriting, I will give the client a clear schedule that when they would have the disposition/approval ( in 3 days, 5 days or 21 days according to different loan amount process routine). Please feel free to reach me or my team once you have any question. Thank you.

Rafael de Castro Damasceno I recently opened an account at Bank of America with the help of bank manager Maday Piquet. She explained everything very clearly, and was attentive, patient, and courteous throughout the process. Her excellent customer service certainly deserves the highest rating.

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.