Top 15 Financial Advisors in Miami, FL

Mario Honest and transparent service. They helped me to get approved for business funds in like 2 days. Thank you Arnold and team!

Natashia Hicks Junior made my tax file process easy!! His experience and attention to details helps me find areas in my business for deductions. Also, the software they use makes my tax filings process seamless. Thank again and see you next year!

Angela Bravo The attention is personalized, I really liked the attention of Miss Lorena Burbano, she gave me all the information I need for my efforts. Many thanks and success to Banco del Austro

Charles Taylor Its just the beginning of the day! I was met with a huge amazing smile and directions. Next we were directed to registration where again met by smiles and information. The excitement joy and outline of information was incredible! Im so excited to learn and grow and explore my options for retirement and protect my retirement and at the same time understand my true finish line. Thank you all and its gonna be a great great day!!! Now that the day is nearing the end, I have to say its been incredible! Awesome informative speakers that held my attention 100 percent! Their desire to help families in powerful and motivating. I purchased the program for 495 primarily so I could donate 3 to other families. Thank you all for this incredibly wonderful event!

Elizabeth Golightly Werth My family has been using Rick Tonkinson for over 40 years. They always took care of my father and now my finances feel secure in their hands.

Jose Luis Very good attention and advice

George Blanco Good financial company, 100% effective and 100% recommended.

briana gaydos Mitch helped me with not only my life policy but my boyfriends life policy and our new born daughters life policy. He was very trustworthy! He went above and beyond with explaining the whole process to us and how everything works. Definitely will be doing business with mitch in the future again!!

Anne Nouri David is a consummate professional! He quickly and completely explains each every situation relating to our goals. He is straightforward and prepared – as well as patient and genuinely interested in not only your situation, but the best possible outcome for you, as the client. I feel very confident that my long terms goals will be met and well tended by David.

Natalie H Pridestaff helped me launch my career 9 years ago and I still get great opportunities presented to me that are relevant to my work! Ive also been able to have employers work with them to find talent and theyre a great, proactive team! Would highly recommend them!

Lulu Jenkins Theyre such a great company. Got me into a car that I wanted and was very patient with me. I enjoyed my time here and I hope everyone will come see them and give them a try

Sofia Mino Luke Benson was absolutely amazing! Not only did he take the time to explain the services, but he also gave me the opportunity to evaluate what was best for me. Very responsive and problem-solving oriented.

Adelaida Leon The BEST place to go for all your financial needs. Nitsu is the best agent, always available when she is needed. She is our familys agent and we can always count on her to take care of us!!

MJ Delmoral I never knew buying our first home would be so stressful, but thankfully our realtor, Patty Pappaterra, recommended Josh and Olympus Financial to help us find the best deal possible. We had an amazing experience! As first-time homebuyers and both being freelancers, our mortgage situation was a bit more complex, but they handled it with expertise and care. They guided us through every step of the process and found us a great deal. What really stood out was their patience and willingness to explain everything clearly, no matter how many questions we had. It’s rare to find brokers like Josh who are so responsive and genuinely helpful. Highly recommend! Actually writing this review from my new home :)

Carlos Velazquez HORRIBLE!! I wouldn’t put even 1 star, they don’t deserve it. Last time I made my tax here, I waste 8 hours waiting for them to do my taxes, and also they took me 638.90, this it’s the worst and unprofessional place I’ve ever been