Miami financial planners

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Miami financial planners
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Below are Miami financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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   Miami financial planners
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Philip J Shechter Miami, FL
B.S. in Accounting (1982) Univ of Florida; Certified Public Accountant 1982; Certified Valuation Analyst 1998; International Association of Accountants; American Institute of CPA Florida Institue of CPA (click for more info)
BRUCE H HEST BOCA RATON, FL
B.A.(1974) New York University, J.D. (1977) Fordham University School of Law, LL.M. (Tax) (1985) Boston University School of Law (click for more info)
Albert Yabor Miami, FL
(1990), University of Miami (click for more info)

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(Professionals who wish to be listed please click here.)

Miami Financial Planners
NOT registered with MedLawPlus.com®

Kathleen Day   (credentials)
The Enrichment Group
7355 SW 87th Avenue, Suite 300
Miami, FL 33173
Phone: 305-274-9001
Email: kathleen@theenrichmentgroup.com
URL: www.theenrichmentgroup.com
Sean Deviney   (credentials)
Provenance Wealth Advisors
515 East Las Olas Boulevard, 15th Floor
Fort Lauderdale, FL 33301
Phone: 954-712-8888
Email: sdeviney@provwealth.com
URL: www.provwealth.com
Jack Patterson   
2655 LeJeune Road, Suite 909
Coral Gables, FL 33134
Phone: (305) 648-3080
Email: Jack@PattersonAdvisors.com
URL: www.pattersonadvisors.com
Bazil J. Billings   (credentials)
AXA Advisors LLC
9130 S. Dadeland Blvd., Ste. 1400
Miami, FL 33156
Phone: (305) 297 0315
Email: Bazil.billings@axa-advisors.com
URL: www.bazilbillings.com
 

General types of issues handled by financial planners:
  • Explaining various tax deferred options
  • Selecting investments that match your desired risk level
  • Diversification and other risk reduction strategies for your investment portfolio
  • Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
  • Estate planning
  • Retirement planning
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