Best financial consultant in Miami, Florida (FL) 2024

In our listing you'll find the best places from the financial consultant category in Miami, Florida. Some of the most popular zip codes in Miami, FL for financial consultant include 33186, 33165, 33131.
We found 3 places.

Bank of America (with Drive-thru services)

I used to like this bank until I was taking care by a small business banker by name of Jorge Contreras, I went for some small business matters and after spending few hours at his office you will think that he will have the professionalism and courtesy to at least call back to follow up on the process but he never did and even after I called him few times he never called back, that’s what I call bad costumer service. I do not switch bank because I have many years of relationship with this institution and I do not judge everyone the same just because one bad Apple, Bank of America is still a great bank and have lots of employees that represent the bank well, thankfully there’s another 3 to 5 more Bank of America in my neighborhood. Good luck dealing with him. ~Elvira

(10 reviews)
bank financial consultant financial planner

Bank of America Financial Center

Today I came to this Bank of America branch and I wanted check book but one of the staff named “Hilton Gonzalez”was so rude and kept asking so many questions and telling me we can’t order for you checks in your account for no reason I never left so disappointed of not helping me or even giving me an explanation. I never had any problems not solved except today I regret opening an account at Bank of America with such poor customer service even my husband had a problem with the same staff please make sure before hiring inexperience staff!! Because you are losing loyal customers. ~nariman

(10 reviews)
bank financial consultant financial planner

FAQ financial consultant in Miami, FL