Excellent service also from Maria. Walked in without an appointment to apply for a checking account…read moredebit card as I have an upcoming international trip. Maria completed the process promptly and arranged to have the card overnighted to me once approved so that I can have the card in time before I leave. Never knew there was a Schwab Branch only 2 blocks from my condo in the heart of Brickell, but glad to know one exists. FYI, this debit card has no international transaction fees and will allow you to withdraw from any ATM at no cost and it offers an exchange rate as close to those listed on the XE currency website (rates normally reserved for commercial customers) that I have found.

Extremely disappointed with Schwab. Despite having significant investments with the company, they…read morecontinue to hold my funds and restrict access even after my transactions have settled. The lack of timely communication and the delays in resolving the issue have been incredibly frustrating with this happening several times over the past few weeks. You would expect a company that values long-term clients to provide better service and faster resolution, especially when it comes to accessing your own money. This has been one of the most frustrating customer service experiences I've had, and it's made me seriously question whether Schwab deserves my business going forward.

Vince and his team have been my trusted CPAs for many years. I used to try to do my own taxes but I…read morequickly learned that it's worth having a knowledgeable professional preparing my taxes. The help and guidance is invaluable in the long term. Their team is quick, reliable, easy to work with, and (most importantly) extremely detailed oriented. Great experience overall.

Let me start by saying that Vince and Rene have been a great help preparing my company's financial…read morereports. Their prompt and thorough responses to all my questions and guidance were comforting to someone like me who didn't have financial background. Their fees are very affordable comparing to other firms. (You would not believe some estimates I had received from some firms. Nuts!) To be honest, I was first skeptical with their virtual approach. But fear not! I am now so glad I found them and did business with them. Who needs a physical office after all. Because that's how Mongio and Assoc. keeps their fees low for their clients. Great job at low cost. I highly recommend them.

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.

I have been working with Pillar Wealth Management service for several years and have been…read moreconsistently impressed with their expertise and commitment to my financial goals. Hutch and his team have helped me navigate various life changes and market fluctuations, and I feel confident and secure in their hands.

From the owner: Our $2+ Million Minimum investment allows for custom and comprehensive investment & Financial…read morePlanning Advice. We offer a Free Financial Plan to qualified individuals. 30 Minute Free Consultation (please ensure to share your mobile number so we can contact you directly). We are a team of Independent Fiduciaries, 100% FEE-Only (no commissions), 32+ Years of Experience.

BNY Mellon Wealth Management is among the nations leading wealth managers with over 225 years eBNY…read moreMellon Wealth Management is among the nation's leading wealth managers, with more than 225 years' experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. We are among the nation's top 10 wealth managers with an extensive network of offices in the U.S. and internationally BNY Mellon Wealth Management's expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs. Our capabilities include: Investment Management Wealth and Estate Planning Private Banking Asset Servicing and Information Management

Stopped by the Capital One Café in Brickell (sponsored by the Verve coffee) and ordered a warm…read morecappuccino with regular milk and pinch of cinnamon. The balance was spot, and with a lot of foam. I added caramel syrup (which I loved, even though I prefer that they would have a non sugary version). The atmosphere was calm, not as overwhelming as usually this shop tends to be. Yoshua, my barista, was super friendly and served the coffee with a great attitude, which made the experience even better. Really enjoyed my cup and looking forward to coming back to try their S'mores coffee next time.

From the owner: Brickell Capital Finance is a national finance company that provides businesses access to capital…read moreneeded to finance expansion, operations, and real estate, using traditional and non-traditional financing such as: Unsecured Revolving Business Lines of Credit, Accounts Receivable Lines of Credit, Inventory Lines of Credit, Construction Materials Financing, Residential and Commercial Real Estate Loans, and Hard Money Loans among an extensive portfolio of financial services. Founded in 2005 by our CEO, Eli Mualin, with headquarters in Miami, Florida, BCF offers creative financial solutions for businesses within the continental United States. We specialize in refinancing, restructuring, and consolidating high-interest-rate loans. Clients with troubled credit histories and otherwise disqualifying situations are our specialty. We are accredited by the Better Business Bureau with an A+ rating. Our job is to provide our clients with the most financing at the best rates and favorable conditions. Hablamos español.

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

The dreaded Tax season is upon us , yet the tax team makes it as bearable as taxes can be…read more We have been seeing Mike Darna For the second year in a row . He is amazing . What I love the most about the tax team is 1. How easy it is to make an appt. ( those long waits at other tax places are long gone , time is $$)$$) You can book ur appt online , change ur appt , and they hVe availability after work which is super important . 2. Professionalism - Mike is extremely professional , dressed like a professional , speaks like a professional , treats you as a friend that You have known for a long time , yet keeps professionalism. the office is impeccable, ur privacy is cherished, the reception area is super clean and child friendly ( if I needed to take my kids ) the receptionist was super pleasant and attentive. 3. Tax knowledge ... mike is extremely knowledgeable about taxes , he will explain things , is very thorough I cannot say enough great things about this place . Def recommend !!!

First time doing my taxes with Samantha at The Tax Team and I will def only do them with her moving…read moreforward! I have a very busy schedule and booked through a virtual appointment. The process was so easy! She was very quick to respond to any questions I had, made the process simple and explained all of my options to me. 11/10

I have been doing my personal and business taxes with Jeanette and her team since around 2009. She…read moreis professional, knowledgeable, using the latest technology, and when needed, patient. I do recommend her

From the owner: Is your business growing faster than your accounting can keep up? We help business owners turn…read moremessy books and confusing numbers into clear financial information they can actually use. From fractional CFO and controller support to outsourced accounting, full-charge bookkeeping, and bookkeeping cleanup and catch-up, we step in wherever your business needs financial expertise. Whether you need someone to take the accounting off your plate, get years of books back on track, improve your financial reporting, or help you make smarter decisions with your numbers, we provide hands-on, experienced support tailored to your business. Think of us as the financial team behind your business, without the cost of building one in-house.