The Best Financial Advisors in Hialeah

Here is our List of the 10 Hialeah Financial Advisor
Acosta Tax & Advisory, PA

Acosta Tax & Advisory, PA is a leading tax and accounting firm that provides complete back-office functions tailored to meet the needs of small to medium size businesses. Our journey began in 2006 as a boutique firm in Hollywood, Florida specializing in Tax Preparation and Planning.

Over the years our firm recognized a common issue that affects many business owners: How to manage their accounting, tax compliance, and financial strategies while managing their day to day business operations.

As a result, they did not attain timely financial reports throughout the year that contained information pivotal to their business operations and that directly impacted their strategies and growth.

Services

  • Business Services
    Our firm provides business services and consulting for all types of business entities, including a C-Corp, S-Corp, Limited Liability Company (LLC), Partnership, and Non-Profit organization.
  • Tax Resolution Services
    If you or your business are under a tax audit, want to settle or negotiate your tax debt, or have other serious tax issues (liens, levies, etc), our tax resolution team can represent you through administrative practice before the IRS (or Florida Department of Revenue).
  • Income Tax Prep
    Our team of tax accountants provide full tax preparation services, including the full preparation and filing of your income tax returns.
Anthem Advisors

Our goals are the same: Sound wealth management free from conflict of interest.
It’s that simple. That’s what we’re about at Anthem Advisors. Much of the financial industry is based on sales and distribution of “products.”

After years of servicing high net worth families at some of Wall Street’s largest firms, we decided to build a firm that helps clients simplify some of life’s most complicated questions.

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Not all investments have the same risk and not all portfolio allocations are created equal. We have a tool that will quickly allow you to quantify your portfolio’s risk. Are you taking on too much risk?

After years of servicing high net-worth families at some of the largest Wall Street firms, we decided to build a firm that would help clients reach their financial goals through in-depth financial planning, evidence-based investing and through a fiduciary model.

That means that our client relationships begin with a focus on asset protection and risk management; and for our clients who are business owners, proper succession planning.

Coral Gables, FL 33146
Asset Planning Group

At Asset Planning Group, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.

In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance. Our firm is based in Coral Gables, Florida and we serve clients in Miami, across Florida, and throughout the United States. Thanks to modern technology, we are not limited to our local community and can extend our services to many other states.

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

Services

  • Investments and Asset Management
    The majority of our clients utilize our professional experience in investment and asset management, and our practice has grown to serve many high net worth professionals with this important financial planning duty.
  • Income Planning
    Income planning is a critical element of a solid retirement strategy. A primary financial goal is to have a consistent and reliable stream of income that will last through retirement.
  • Collaborative Planning
    We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.
1450 Madruga Avenue Suite 306A Coral Gables, FL 33146
Bayshore Wealth Advisors

Bayshore Wealth Advisors is a Registered Investment Advisor, offering comprehensive financial planning and fee-only investment portfolio management services for individuals, families, businesses, trusts, and retirement plans.

Our client relationships are the focal point of our service core, which seeks to connect with and faithfully support each client’s unique personal and financial goals. We work closely with clients to design, implement, and meticulously manage prudent, evidence-based investment portfolios customized around each financial plan.

Our approach places clients’ best interests at the forefront of our relationships. We seek clarity at the core of every communication and address all client matters with the same uncompromising level of loyalty, objectivity, and independence.

Bayshore Wealth Advisors™ is dedicated to providing high-quality independent financial advice with every client interaction, from initial plan development and implementation of prudent strategies to making on-course adjustments as needed to support our clients’ evolving needs and goals.

Services

  • Financial Planning
    We work diligently, with a limited number of client relationships, to understand the personal values and unique priorities that are of greatest importance to each client.
  • Investment Management
    Our investment management approach seeks the general objective of maximizing after-tax returns for an appropriate level of risk, which is different for each unique client, all within the context of accomplishing clients’ personal goals
  • Tax & Estate Planning
    Managing for tax efficiency at all levels of our services is an integral part of our value proposition.
2333 Ponce de Leon Blvd., Suite 950 Coral Gables, FL 33134
Cathy Pareto & Associates

When it comes to planning for your future it takes a vision and a sound financial strategy to help you turn that vision into reality. Our team is dedicated to helping you meet your individual goals through collaborative financial planning and investment diversification.

No matter where you are in your journey, our team can help you not only answer your most pressing financial questions, but also plan and adjust to changes in your life. With our knowledge and strategies, a sound financial roadmap is more attainable than you think.

We believe that the best approach to helping you feel more secure about your financial future is to have a collaborative approach when creating your financial plan and investment portfolio.

Our advisors understand that your goals and challenges are unique to you and your family, so every engagement begins with a conversation. This allows us to understand your needs, for you to ask questions, and for our team to review factors you may not have considered.

Services

  • Financial Planning
  • Retirement Planning
  • 401(K) Choices
  • Profit Sharing Plans
  • College Savings
  • Post-Divorce Planning
  • Portfolio Construction
  • Investments
  • Low cost
  • Institutional Mutual Funds
  • Index Funds
  • ETFs
  • Individual Stocks
  • Bonds
901 Ponce de Leon Blvd, Suite 501 Coral Gables, FL 33134
Coastal Wealth

In March 2015, Jeremy Straub began Coastal Wealth as a dream to help make a difference to his clients. As Founder and CEO, Straub envisioned a company in order to help ensure his clients would make educated financial decisions today to help potentially avoid catastrophic ones in the future.

He had a long-term strategy built on diversification with an open architecture allowing financial professionals to have the independence of a boutique firm while affiliating with a large, dynamic and technologically advanced organization. Straub’s vision was to build the most innovative, collaborative and trusted financial solutions firm in the nation.

Services

  • RETIREMENT SOLUTIONS
    Retirement may seem far away, but it’s never too early to determine how much you’ll need and to begin the process of saving. Making smart financial decisions now can help impact how you live in retirement. We can assist you along the way
  • LIFE INSURANCE
    Life insurance can be the foundation of your financial security and can provide comfort and stability for your family.
  • ESTATE & TAX PLANNING
    We promise to keep our families safe and secure even after we’re gone.
  • EDUCATION PLANNING
    For most families, paying for college is a major commitment that involves piecing together a combination of savings tools, including 529 plans, taxable investments, financial aid and, in some cases, even permanent life insurance
1000 Corporate Drive Suite Suite 700 Ft. Lauderdale, FL 33334
Cypress Capital Advisors, LLC

We serve owners of small and medium-sized enterprises during their most complex strategic and financial challenges — mergers, acquisitions, recapitalizations, financings and pre-transaction value building. Our Mission is to level the playing field for founder-led companies and business-owning families as they pursue their most important transitions and transactions.

Our clients benefit from timely market intelligence, research-driven solutions and world class transactional advice. We anticipate adversity, think creatively, and drive desired outcomes while helping owners balance complex deal-related tradeoffs.

Outlier exits don’t happen by chance. They are willed into occurring years in advance — by instilling a business with a particular set of valuable attributes. Cypress Advisors employs a research-backed methodology that increases the market value and sellability of your business before the need arises to test the market waters.

Contrary to popular opinion, the best deal outcomes are not reliant upon insider relationships or unique industry insights. Our clients instead cite qualities like tenacity, analytical rigor, personal integrity, and the independence to steer clear of conflicts.

Cypress is responsible for conceiving, negotiating and ultimately consummating this multi-year programmatic co-investment program that enables the two groups to jointly finance and develop new investment-grade office and industrial real estate.

500 South Dixie Highway | Suite 202 | Coral Gables, FL 33146
Firestone Capital Management

We begin by building a relationship with our clients that brings together all of the Firestone team members to analyze the client’s needs. Together we then tailor a plan that balances your goals with your concerns.

As market conditions and your personal circumstances fluctuate over time, our team makes the proper adjustments to keep you moving toward long-term financial success. Our team-oriented approach means our clients will always benefit from Firestone’s sound experience, qualifications and creative vision.

Where other firms provide a single point of contact, we believe clients deserve unlimited, informed access. At any time, their needs may change and our phone could ring. And when that happens, every member of our team strives to be as well-informed about their specific financial situation and personal investment goals as possible.

We strive to be good neighbors, as invested in our community as our clients are. These are the core values that have defined Firestone since the firm’s inception in 1991. We are constantly driven to provide each client with the best insights, strategies, and plans to help them reach their long-term financial goals.

Services

  • Multi-generational financial planning
  • Retirement planning and analysis
  • Cash flow sustainability
  • Asset protection strategies
  • Estate tax structuring for estate tax minimization
  • Tax-sheltering strategies
  • Asset building programs
  • Retirement distribution optimization
  • Investment research and asset allocation
  • Performance reporting

 

1501 Venera Ave., Suite 310 Coral Gables, FL 33146
Fuster Financial Group

The key to our success is to treat all of our clients as family. We strive to always put their needs, wants, and wishes first. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. Their financial wellness is the centerpiece of everything we do at Fuster Financial Group.

We want to know YOU and understand your unique financial situation and provide you with only the highest quality information, advice, and guidance to help you reach your goals. We feel very fortunate to be in the position that we are in as a firm, and feel that giving back to our community and those less fortunate is in our DNA.

Services

  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax management
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
6625 Miami Lakes Dr, Suite. 381 Miami Lakes, FL 33014
Genesis Wealth Management, Inc.

Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor serving the Greater Miami, Coral Gables. It is our ultimate goal to provide individuals, families, business owners and medical professionals with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship.

Our firm focuses on Financial Planning and Asset Management for individuals and small business owners. We believe that individuals are best served when their investments are systematically aligned with their financial goals and objectives.

Services

  • Investment Planning
    Our investment principles and practices are firmly grounded in decades of empirically-validated academic research and the science of capital markets. Central to the research and deeply imbedded in our investment philosophy is the irrefutable evidence that capital markets work.
  • Customized Financial Planning
    A part from the specific investment strategy you might need, our process always begins with an extensive analysis of your current financial circumstances in light of your goals, concerns, priorities and risk profile.
  • Invest like an Institutional Investor
    Institutional asset class funds, once only available to large institutional investors are now available to investors who work with Registered Investment Advisors like Genesis Wealth Management, Inc.
2525 Ponce De Leon Blvd., Suite 300 Coral Gables, FL 33134

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria