Investment, Advisor, Services, Miami

Investment Advisor Miami

 

Investment Advisor Miami is a term referred to by those looking for financial planning from an investment expert in the Miami, Florida area. Depending on your needs and whether you need to have fixed income coming in on a regular basis, your portfolio strategy can vary greatly. Our offices being in the center of Miami, allows our clients to visit us personally so that we can see you in person. Millares & Co is a family business with over 25 years in the financial industry. Hundreds and hundreds trust us with their financial needs. As we have a background as CPA's, we understand the underlying picture of tax implications behind every investment vehicle, and also understand the importance of planning to retain income for high net worth clients who would like to set up fixed income vehicles. It is important that as accountants as well your investment advisor can understand the broad picture and advise you wisely with your assets and investments.

investment advisor miami

 

Investment Advisor Miami
500 South Dixie Highway, Suite 201      |       Coral Gables, FL 33146      |      Tel 305-662-9649  Fax 305-666-9549