Coastal Insurance Agency Solutions

Rose Capital Advisors is a Miami Beach-based financial advisory firm with a global reach, offering creative solutions and personal connections to help individuals and families achieve their financial goals. Their team of approachable and strategic finance professionals is committed to a client-first mentality, emphasizing collaboration, transparency, and trust as the foundation for long-term success. With a focus on comprehensive financial planning rooted in core values, Rose Capital Advisors prioritizes putting clients first and developing tailored strategies to drive success. Their people-first mindset, backed by years of industry experience and innovative solutions, ensures a personalized roadmap for each client's unique needs and lifestyle.Generated from the website

Founded in 1984, Thomas J Herzfeld Advisors Inc. is a boutique alternative investment firm located in Miami Beach, Florida. The firm specializes in providing tailored investment solutions to individuals, institutions, and investment professionals, focusing on capital preservation and quality returns. With over five decades of experience, Thomas J Herzfeld Advisors Inc. is recognized as an expert in the closed-end fund investment universe. The firm aims to capitalize on unique, lowly correlated investment opportunities that are often overlooked by other investors. Generated from the website

As a Personal Financial Representative in Miami Beach, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.