Best Financial Consultants In Miami

William A. Ledesma (NMLS# 1232716) is a Miami-based Mortgage Loan Originator and Branch Sales Manager at Bold Mortgage, serving homebuyers, real estate investors, and self-employed borrowers more...

William A. Ledesma (NMLS# 1232716) is a Miami-based Mortgage Loan Originator and Branch Sales Manager at Bold Mortgage, serving homebuyers, real estate investors, and self-employed borrowers throughout Miami-Dade County and South Florida. With over a decade of experience in the Florida mortgage market, William specializes in FHA loans, VA loans, conventional mortgages, jumbo loans, DSCR investment loans, Non-QM bank statement programs, doctor loans, and self-employed mortgage solutions — giving clients access to programs most traditional banks cannot provide. Known for 21-day closings and proactive communication, William's pre-approvals are preferred by listing agents across Miami-Dade because his team closes fast and keeps everyone informed from contract to clear-to-close. 383+ five-star reviews across platforms. Serving Miami's English and Spanish-speaking communities. ? 4960 SW 72nd Ave, Suite 400, Miami, FL 33155 ? (786) 387-3676 ? williamledesma.com NMLS# 1232716 | Bold Mortgage | Equal Housing Lender

Guerra Wealth Advisors earns a spot in the top 10 list due to informative and engaging presentations. Attendees describe the Miami financial advisors’ events as eye-opening and enlightening, more...

Guerra Wealth Advisors earns a spot in the top 10 list due to informative and engaging presentations. Attendees describe the Miami financial advisors’ events as eye-opening and enlightening, with speakers like Jimmy and Sebastian dominating the stage with friendly, no-nonsense, jargon-free presentations. Guerra events are well-structured, allowing the clients to hear complex financial strategies broken down into actionable, affordable next steps. This unique combination of clear financial perspectives, transparent financial education, and welcoming environments helps Guerra make a connection with the public. Several other advantages of attending Guerra Wealth Advisors strategy sessions include making decision-making within complicated financial matters easier and helping attendees feel more engaged and informed in their interactions with the financial system.

Manna Wealth Management is one of the best ten because of its client-centered service. Customer reviews emphasize the firm’s honesty, prudent advice, and unmatched skills. David, a primary c more...

Manna Wealth Management is one of the best ten because of its client-centered service. Customer reviews emphasize the firm’s honesty, prudent advice, and unmatched skills. David, a primary consultant, instills trust and confidence by paying careful attention to each client’s needs and offering him a transparent, simple, and understanding explanation of complicated situations. Client feedback highlights David’s special aptitude for giving thorough financial advice that strives to fulfill clients’ goals and is mindful of what matters most to them. Due to its professionalism and honesty, the Manna Wealth Management team is highly recommended as a wealth management partner.

Global Wealth Management is a top ten contender with an exceptional client service commitment. Clients frequently commend the professionals like Gregg Kleinman and John Thomas for their reti more...

Global Wealth Management is a top ten contender with an exceptional client service commitment. Clients frequently commend the professionals like Gregg Kleinman and John Thomas for their retirement investment acumen, tailored recommendations, and genuine commitment to their clients’ long-term goals. Global Wealth Management is unique because it offers extensive services like health care and legal advice, contributes to community outreach, and regularly provides insightful market data. Global Wealth Management is a prestigious investment management firm known for its expert client service, tailored investment strategies, and commitment to community involvement, making it a top ten contender with outstanding client experiences.