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Financial Advisors to Avoid

157

Top Rated Financial Advisors

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Over 361 reviews for
Hialeah Financial Advisors from people just like you.

A
"
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long" term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him. He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.

-JESSE S.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

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Financial Advising reviews in Hialeah

A

Rating
Hialeah Financial Advisors Provider Name Locked
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and has represented us when we were audited by the IRS.
The number of years that we have used
Hialeah Financial Advisors Provider Name Locked
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
Hialeah Financial Advisors Provider Name Locked
.
- William D.
A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Hialeah Financial Advisors Provider Name Locked
on
Hialeah Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Hialeah Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Hialeah Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Hialeah Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Hialeah Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Hialeah Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Hialeah Financial Advisors Provider Name Locked
, is very warm and professional.

Hialeah Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Hialeah Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.

Financial Advisors in Hialeah, FL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

1650 Wealth Management

9100 S. Dadeland Blvd, Suite 1500
Miami

1650 Wealth Management

255 Commercial Blvd
Fort Lauderdale

21st age Debt Consolidation

205 Southwest 2nd Street

3 Pointe Financial

8001 Irvine Center Dr

ABBAS ARC INVESTMENTS

8990 NW 188TH ST
Hialeah

Accelerated Debt Consolidation Inc

2385 NW Executive Center Drive
Boca Raton

Acosta Tax & Advisory CPA, PA

9050 Pines Boulevard #345
Hollywood

Allegiant Group Inc

189 W Clarkston Rd

Allstar Assurance

510 Shotgun Rd,
Sunrise

Allstate Insurance - Leo Gilling

12260 SW 53rd St
Cooper City

Allsup Inc

300 Allsup Pl

Ameriprise

1500 W Cypress Creek Rd Ste 407
Fort Lauderdale

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach

Arco Temp Air Corp-Miami

6904 NW 46th St
Miami

Associated Financial Consultants

2699 Stirling Rd., Suite A-200

AUTO & TRUCK BUYERS

12965 S.W. 85th Avenue Road
Miami

BANC OF AMERICA INVESTMENT SVC

900 W 49TH ST
Hialeah

Bankruptcy Preparer 4 U

2801 SW 3rd Ave
Fort Lauderdale

Beatriz Aguero Morejon, CPA, PA

7171 Coral Way Ste 500
Miami

Beir Accounting & Income Tax Inc

9900 W Sample Rd Ste 300
Coral Springs

BetaFrontier, LLC

156 W Superior St

Biz CPAs, LLP

1300 NW 84th Ave
Miami

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

C&S Accounting Services

600 Layne Blvd. Unit 126
Hallandale

Caliber Home Loans

1921 nw 150 Ave ste 104A
Pembroke Pines

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Cathy Pareto & Associates, Inc.

2030 S Douglas Rd
Miami

champion Debt Consolidation

6240 Powerline Road

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dernis Financial

2699 Stirling Rd Ste A200
Fort Lauderdale

Diaz Barranco Financial Services

8603 S. Dixie Hwy,
Miami

Document Express Services

5300 W. Hillsboro Blvd Suite214
Coconut Creek

Dunlap Wealth Management Group

14074 Trade Center Dr

EC CORP Business Consultants

5380 NW 24th Place
Miami

EDWARD JONES

8032 NW 154TH ST
Hialeah

EDWARD JONES

2137 N UNIVERSITY DR
Pompano Beach

elite relocation & financial services

13899 biscayne blvd
Miami

Embra Solutions Inc.

5201 Blue Lagoon Dr Ste 868
Miami

EUROPEAN INVESTMENT MANAGEMENT

845 W 75TH ST
Hialeah

Everest Financial Advisors

9000 Sheridan Street
Pembroke Pines

EZ Bonds

916 S Andrews Avenue
Fort Lauderdale

Fairview Lending Inc

1425 Del Prado Blvd S
Cape Coral

FAMILY AMERICA MORTGAGE Corp

2000 Ponce De Leon Blvd
Miami

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale

FINANCIAL AFFAIRS OF S FLORIDA INC

3841 OTTAWA LN
Hollywood

Financial Roads

12971 NW 18th Manor
Pembroke Pines

FINANCIAL SAVING SERVICES, INC.

PO BOX 820834
Pembroke Pines

Financial Strategies Group Inc

1525 N Park Dr
Fort Lauderdale

First Working Capital Group

12423 NW 35th St.
Coral Springs

Florida Bankruptcy Advisors, P.L.

1451 W. Cypress Creek Road
Fort Lauderdale

GetCreditHealthy & Affiliates

8323 NW 12St Suite #216 Doral, FL. 33126
Miami

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Heritage Retirement Income Planners

2645 Executive Park Drive
Fort Lauderdale

iBank

3090F Pullman St

Innovative Merchant Funding LLC

1021 NW 47th Street
Fort Lauderdale

Insurance Buyer

3801NW 97th Ave Suite 400

Insure Link

14050 NW 14th Street Suite 180
Fort Lauderdale

Interstate Lawsuit Funding

5100 N Ocean Blvd
Fort Lauderdale

IRS Tax Help Team

1201 S Beach Blvd

Ivy Accounting, Tax & Advisory

8950 SW 74th Court,
Miami

Jamel Gordon-Financial Advisor

19495 Biscayne Blvd
Miami

James Fischer

4830 SW 188 Ave.
Fort Lauderdale

Jean-Louis Lam

101 NE Third Avenue
Ft Lauderdale

joelwcw9.fastdeals.us

2748 nw 104th ave
Fort Lauderdale

KasLaw, LLC

P.O. Box 310961
Miami

KIAN FINANCE AUTHORITY

2012 HOLLYWOOD BLVD #B
Hollywood

Krause Capital, Inc

101 NE Third Avenue
Fort Lauderdale

Laitano Financial Group, LLC

847 SW 8th St
Miami

Liberty Settlement Funding

16 NE 4th Street Suite 210
Fort Lauderdale

Litzs Fixes

333 N Ocean Dr

Lowell, Blake & Associates

141 Tremont Street

Madison Monroe & Associates

1111 Park Centre Blvd
Miami

MALM Life Ins. Agency, LLC

7951 SW 40 ST
Miami

MANNA CAPITAL MANAGEMENT

6521 Arlington Blvd.

Marchand & Co CPA's PC

2003 Southern Blvd SE

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

Mercado Marketing Group Inc.

200 South Biscayne Boulevard Suite 2790
Miami

Meridian Star Merchant Services & POS

1640 W Oakland Park Blvd
Oakland Park

Merrell Brothers Investment Management

7908 Little Fox Ln
Jacksonville

MET LIFE

1200 S PINE ISLAND RD
Fort Lauderdale

Miami Debt Relief

80 SW 8th St
Miami

Mona Lisa Insurance and Financial services, Inc.

9900 Stirling Road suite 207
Hollywood

MORITA FINANCIAL CONCEPTS INC

4846 N University Drive
Lauderhill

MRCFloridaInvestments

7777 Davie Rd Ext
Davie

Mutual Management Services

6447 Miami Lakes Dr #200C

NATIONAL PLANNING CORP

2 S BISCAYNE BLVD
Miami

National Senior Insurance

301 Yamato Road #2222
Boca Raton

NEW YORK LIFE INSURANCE CO

3750 NW 87TH AVE
Miami

NEWMARKET ADVISORS

9532 SEA TURTLE DR
Fort Lauderdale

NEXT VENTURE PARTNERS

14645 NW 77TH AVE
Hialeah

Old Republic National Title Insurance Co

600 W Hillsboro Blvd
Deerfield Beach

Oscariz Insurance Group Corp.

13860 SW 56th Street
Miami

Oxford Credit Repair

3900 N Hills Drive, Suite 412

Pelham Grant Association

8345 NW 66 St.
Miami

PERALTA INSURANCE

12039 SW 132nd Ct
Miami

PitBullTax

1319 South Andrews Avenue
Fort Lauderdale

Plasencia, Hernandez & Company

1111 Brickell Ave 11th Floor
Miami

PRIMERICA FINANCIAL SVC

12229 SW 53RD ST
Cooper City

Professional Tax Help, Inc

20812 S Dixie Highway
Miami

Proven Results

6345-3 Bay Club Drive
Fort Lauderdale

Psychic Readings By April

500 North State rd 7
Hollywood

QuoteHero

5115 Douglas Fir Rd

R S DAVIS FINANCIAL SERVICES

1930 Harrison St
Hollywood

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton

Really Bad Credit Offers

401 E. Las Olas Suite 130-484
Fort Lauderdale

Reliance Tax Debt Lawyers

1139 5th Street
Miami

Rick's Auto Service Inc.

701 NW 5th Avenue
Fort Lauderdale

Robert Grossberg

3141 N 36th St
Hollywood

Rodriguez Accounting & Bookkeeping

7115 Trouville Esplanade
Miami Beach

Royal Palms Debt Consolidation

10340 Royal Palm Boulevard

Rumbaut & Company

555 NE 34th St
Miami

S P Johnson Group

2025 Delaware Ave

SAFE HARBOR ACCOUNTING

2670 N Federal Hwy
Pompano Beach

SANTOS ASSOCIATES ACCOUNTANTS

1961 NW 150th Ave
Pembroke Pines

Scarr Insurance Group

8200 113th St N
Seminole

Sell Gold, Sell Silver, Sell Diamonds - WCMB

World Class Metals Buyers
Miami

SENIOR ADVISOR CORP

14221 SW 120th St Ste 232
Miami

SMITH BARNEY

1001 W 49TH ST
Hialeah

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

State Farm Iris Lopez

2700 SW 3rd Ave Ste 1A
Miami

Sterling Accounting LLC

2435 N Dixie Hwy
Wilton Manors

STUART COOPER CPA

9868 Bluefield Dr
Boynton Beach

Summit Financial Corp

100 NW 100th Ave
Plantation

Sundance Debt Consolidation

12632Pines Boulevard

Sweeping Beauty LLC

12351 sw 252 terr
Homestead

Tax Oncall Financial, LLC

8237 SUNSET STRIP
Fort Lauderdale

TDSUNSHINE PROPERTY MANAGEMENT

1868 N University Dr Ste 205
Plantation

The Fixed Annuity Store

3490 E Lake Rd
Palm Harbor

The Merchant Place

3844 Collins Avenue
Miami

The Mutual Fund Store

9100 S Dadeland Blvd., Suite 1500
Miami

The Mutual Fund Store

201 South Biscayne Blvd., 28th Floor
Miami

The Mutual Fund Store

2 S. University Dr., Suite 231
Plantation

Travis Wichman-Financial Advisor

19495 Biscayne Blvd
Miami

United Gold Direct

2945 Townsgate Road

Universal Accounting & Financial Services Inc.

2787 E Oakland Park Blvd
Fort Lauderdale

Vital Financial Group

13450 West Sunrise BLVD
Sunrise

We Insure Florida- Pompano Beach

2300 W Copans Road
Pompano Beach

Weston Financial Advisors

1820 North Corporate Lakes Blvd. Suite 102
Fort Lauderdale

WG Financing

990 Biscayne blvd
Miami

YGrene

3390 Mary Street
Miami

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