Medrano investments

Medrano investments Financial planner in North Miami Beach
19477 NE 10th Ave ste 523, North Miami Beach, FL 33179

Medrano Investments is a reputable financial planning firm located at 19477 NE 10th Ave, Ste 523, North Miami Beach, FL 33179. Specializing in personalized financial strategies, Medrano Investments aims to help clients achieve their financial goals through expert advice and tailored investment solutions. With its prime location in North Miami Beach, the firm is conveniently positioned to serve clients throughout the region. The average rating from reviews indicates a strong trust and satisfaction among its client base, reflecting the firm's commitment to exceptional service and financial expertise.

Services Offered

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Insurance Analysis

Cost Range

The cost of financial planning services can vary based on the complexity of your financial situation and the types of services required. Generally, fees may range from a flat fee of $1,500 to $3,000 for comprehensive financial planning, or a percentage of assets under management, typically around 1% annually.

Local Tips

North Miami Beach offers a vibrant community with various amenities and a growing business environment. Clients visiting Medrano Investments can explore nearby attractions such as the Ancient Spanish Monastery or enjoy a relaxing day at Oleta River State Park. For dining options, the area boasts diverse culinary experiences ranging from casual eateries to fine dining restaurants.

FAQs

What should I bring to my first appointment?

It's helpful to bring any relevant financial documents, such as tax returns, investment statements, and insurance policies, to your initial consultation.

How often will I meet with my financial planner?

The frequency of meetings is tailored to each client's needs, typically ranging from quarterly to annually, with additional meetings as needed.

Can Medrano Investments help with retirement planning?

Yes, Medrano Investments offers comprehensive retirement planning services to help ensure you are on track to meet your retirement goals.

America/New_York time zone
average rating from reviews for Medrano investments: