People are nice and very professional. Daniel is very knowledgeable and patient with us when…read moreexplaining our freedom number

Great advisor and you will be treated as you are a family member…read more I trust they experienced and knowledge.

Worst company ever ! They steal through contributions. They do tax evasions. They go against…read moreChristian Holistic Beliefs. Do not follow peoples personal trust paperwork and put their company policy over individual trusts. dont allow gold and silver. Steal, embezzle, self deal, breach fudiciary duties. and constantly neglects--every single month for years. Deny homes. Deny cars. Deny everything. I'm a multi millionaire .. and can't buy a home with them. Can't get a car with them. Can't have more children with them as they don't cover anything. they need to be audited and closed down.

The service at smaller firms is undeniably better. We originally went with a big firm because my…read moredad knew somebody there and we thought it would be the safer option, but now I wish I could go back in time and use Coral Gables Trust from the beginning. They can do more and better without charging ridiculous fees and even getting better investment performance, the first time I talked to John Harris, I thought it was too good to be true. These are the people that you want on your side!

Isabel is one of the best professional I have work with. She is very professional, very sweet and…read moretakes her time to explain everything with much detail. I highly recommend her.

From the owner: Insurance and Financial Servicesread more

It's always a delight visiting the Schwab office in Coral Gables, perennial group of highly…read morecourteous professionals always willing to assist without trying to sell you something, especially Aimee Farinas who always greets you with a smile and provides unapparelled service! ~Mario Y.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

The most unprofessional business I have encountered. I called the "Director of Customer Services",…read moreCecy Quevedo, with my insurance issue after my employers told me she could easily fix it. It's been over 3 weeks now, she is screening my calls, tells me that she will call me back in ten minutes when she never does, and is the most incompetent customer service "director" I've ever heard of. If this is any indication of what their other services are like then, DO NOT GO TO THEM FOR ANY ADVICE. If I could give zero stars I would.

Umberto Perez is a great professional. They treated me with the upmost professionalism. I would…read morerecommend them to anyone who needs financial planning.

After speaking with several financial advisors I decided that Encore was the best for me. Not only…read moredo they know what they're doing but Encore is providing more value than anyone else I spoke to by a mile. Having my taxes, investment management, and lending all under one roof is what I needed and no one else was offering that. I recommend PCM Encore to anyone looking for investment management.

From the owner: Encore Investment is designed from the ground up to put clients first. We are an independent,…read morefiduciary financial advisor who takes an in-depth, comprehensive, and planning based approach to helping you meet your financial goals. PCM Encore grew out of the multi-billion family office of Michael Paulus and our investment counsel reflects the sophistication and individual client focus of our family office background.

Easy to access with street parking and parking garage on the back side of the building. Great…read moreservice!

Professional, resourceful, excellent customer service in English and Spanish. Always new online…read moreresearch tools to help you manage your money and a friendly staff all around.

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi takes care of your money, but care more about you. We are dedicated to your wealth +…read morewellbeing with a special focus on financial advocacy for those aging alone and the LGBTQ+ community. Our personalized, values-based planning approach is well beyond what many larger banks and financial service institutions are able and willing to provide. We have a fiduciary duty to you to always put your interests first including a duty of loyalty and utmost care. (Many financial advisors do not have this fiduciary duty and have a lower “suitability” standard). We are dually licensed which means that we are supervised by our broker dealer, Cetera Advisors, and by FINRA, the financial regulatory authority. (Many investment advisors choose not to affiliate with a broker dealer and have less direct supervision and are generally responsible for their own compliance). Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.