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.

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

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

Amazing service! The staff is extremely knowledgeable and has helped me raise my credit score big…read moretime! I am so thankful and would recommend them to all of my family and friends. 5 STAR SERVICE!!!!

Very professionals. My credit has improved drastically and still improving. Would recommend to…read moreeveryone. Love their enthusiasm and energetic welcoming. Please call or visit the office.

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

PFC has helped me fulfill by business credit goals with a hands on approach to repairing my credit…read moreline and thus improving my bottom line. Over the years, PFC has evolved to become a necessary tool for my business. They have assisted me with everything from accounting to real estate investments to help grow and expand my business. Definitely the team to go to for all things financial.

I was trying to start a New business and my credit wasn't so good and you can't imagine how that…read moreaffected me. Everywhere I went it was. (No no no )until I linked up with Prominent financial consultants . Young energetic financial specialist help me out step-by-step today I own my towing business and I'm looking on buying a house with there flexible programs they offer(money well spent)

Mr. Carlos Celaya has advised me on my retirement savings goal in the past. When I learned of…read moreCelaya Wealth Management, I had to see him in reference to my children's college savings. He created a personalized portfolio at a reasonable price making me comfortable about my risk and the markets fluctuation with a diversified line of products for my different needs. I received honest professional advise. If you want peace of mind about your investment accounts; retirement, college savings, or just growing your savings, I recommend you see Carlos. No gimmicks, just honest professional advice that anyone can afford.

From the owner: Celaya Wealth Management is an independent Registered Investment Advisory firm based in Coral…read moreGables, Florida. We offer financial planning and investment management services under our comprehensive wealth management plan (CWealth).

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!

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 is your Retirement CFO…read more Financial advocacy for those aging alone and the LGBTQ+ community. Get honest answers to every question. No jargon or industry lingo. No pressure or sales talk. Maximize your income for life. Our job is to not only create a lifetime income plan for you but to also help you prepare for unexpected health care and long-term care expenses that may increase over the years. Gain a team who fights for you. When financial injustice occurs, we are strong advocates for our clients. 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.

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.