financial
Financial Advising in Miami
32 Miami-Dade listings are classified as financial advising from source categories and highly indicative business names. 94% have a phone number on file and 41% have a verified first-party website. This is a directory shortlist, not a ranking.
Directory snapshot 2026-08-26. Not a ranking.
This is not tax, insurance, or investment advice.
What this usually includes
- A scoped engagement — tax prep, bookkeeping, insurance, or advice are different jobs
- Fee terms in writing
Miami-specific considerations
- License depends on the product
- CPAs, insurance agents, and mortgage originators are different licenses. Verify the one that matches the work.
Original directory analysis
Listing completeness
Phone, website, social, and public-address coverage among high-confidence matches.
- Phone listed
- 94% 30 of 32 listings
- Website listed
- 41% 13 of 32 listings
- Social profile
- 100% 32 of 32 listings
- Public address
- 94% 30 of 32 listings
Coverage reflects fields present in this directory, not a rating of business quality. Details may change; verify directly with the business.
Questions to ask before you hire
- What license do you hold for this work?
- Is the quoted fee fixed or hourly, and what is excluded?
Verify CPA, insurance, and mortgage credentials with the issuing Florida authority.
Costs, permits, and related problems
24 listings classified as financial advising
High-confidence matches only. Showing 24 of 32.
PRIETOCRUZ ADVISORS LLC
BNY MELLON NA
CAMERONDOWNING INC
Eʟ Cᴀᴍɪɴᴏ ᴀʟ Dɪɴᴇʀᴏ ᴄᴏɴ Jᴜᴠᴇɴᴛɪɴᴏ Aʀᴀϙᴜᴇ
Digital Ascension Group
James Baker & Associates
AM Financial Planner
East Coast Capital Management
Initiate Impact
Bankshop
FCF Consulting Partners
Focus Investment
HP Real Estate and Credit Consultant
SG Consulting Group
The United Credit
NewEra Wealth Advisors
Financecoa.ch
GKP Private Equity
Clear Remarks
Brickell Financial Group LLC
Patrick Elias Financial Advisor
Rosa Ramirez
Mercado al Cielo
McGhee Enterprises
Related services
Neighborhoods with coverage
Only combinations with enough high-confidence listings. Thin combinations stay off this list.
About this page
How many financial advising are in this directory?
32 listings are classified as financial advising from Overture/LBT source categories and highly indicative names. Classification is not a recommendation.
How did you decide these businesses belong here?
Each listing mapped to this page has evidence: an Overture Places category, a specific local business-tax category, or a name pattern that is corroborated by the parent trade. Low-confidence guesses are not shown as facts.
Do you verify licenses?
Verify CPA, insurance, and mortgage credentials with the issuing Florida authority. We link to the authority; we do not restamp a license as verified on a listing unless that check is actually performed.
By Miami neighborhood
Only combinations with enough high-confidence listings. Thin combos stay noindex.