Miami, FL Financial Advisor Office

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Showing 18 advisor(s) and rep(s)

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Will Allen Visit my website

Expertise: Financial Planning, Retirement Planning, Business Risk Management, Employee and Executive Benefits Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Miami FL, 33131

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Diego Bacellar Visit my website

Expertise: Business Continuation Planning, Business Succession Planning, Financial Planning, Wealth Management, Estate Planning

Languages: English, Portuguese, Spanish

Location: Miami FL, 33131

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Mauricio Beltran Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English, Spanish

Location: Miami FL, 33131

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Marcelo Campos Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Retirement Planning, Employee and Executive Benefits Planning, Estate Planning

Languages: English, Portuguese

Location: Orlando FL, 32801

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Whitney DitlowWhitney is a problem solver. Her role is to listen, educate, and work with her clients to identify their definitions of financial security and then focus on solutions that can help make those financial goals a reality. Whitney and her team help find the right solutions for personal, family and business needs to provide their clients with innovative solutions and professional direction.Visit my website

Expertise: Financial Planning

Languages: English

Location: Miami FL, 33131

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Patrick Elias Visit my website

Expertise: Financial Planning, Life Insurance Planning, Retirement Planning, Disability Income Planning

Languages: English, Spanish

Location: Miami FL, 33131

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Matthew FerraraMatthew feels fortunate to work for an organization that believes that acting with the client's best interest in mind makes good business sense. He conducts an on-going lecture series that educates medical residents and fellows on how to best build financial security as they transition into their full-time career.Visit my website

Expertise: Financial Planning, Estate Planning

Languages: English

Location: Miami FL, 33131

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Kristin FranciscoKristin began her career as an intern with Northwestern Mutual while obtaining her Bachelor’s degree in International Finance & Marketing at the University of Miami. Upon graduation, she became a full-time financial representative. Since joining Northwestern Mutual Kristin has been among the top producing financial representatives in her peer group for six consecutive years.Visit my website

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Miami FL, 33131

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Vincent Gregoire Visit my website

Languages: English, French

Location: Miami FL, 33131

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David Gruen

CFP®, ChFC®

David Gruen concentrates on clients who are business owners or independent contractors in the highest personal and corporate tax brackets. David concentrates specifically on creditor protection, managing the impact of taxes, proper business structuring, as well as estate and succession planning.Visit my website

Expertise: Business Risk Management, Investment Strategies, Life Insurance Planning, Financial Planning, Estate Planning, Employee and Executive Benefits Planning, Qualified Plan Design Assistance, Disability Income Planning, Retirement Income Planning, Retirement Planning, Special Needs Planning, Business Succession Planning, Business Continuation Planning

Languages: English

Location: Miami FL, 33131

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