Coral Wealth Management - Miami, Florida

Coral Wealth Management: A Comprehensive Overview

Address: 20801 Biscayne Blvd Suite 403, Miami, FL 33180, United States

Phone: 3056713914

Website: coralwm.com

Specialties

• Financial planner
• Financial consultant
• Investment service

Other Points of Interest

• Online appointments
• On-site services
• Language assistance
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Restroom
• LGBTQ+ friendly
• Appointment required
• Appointments recommended

Opinions and Average Rating

This company has 49 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the team at Coral Wealth Management for their exceptional service, dedication, and personalized approach to financial planning and investment services.

Key Characteristics and Recommendations:

• Client-centric approach: The team at Coral Wealth Management truly cares about their clients and goes above and beyond to ensure each individual feels supported and confident in their financial journey.
• Expertise and personalized service: With a focus on financial planning, consulting, and investment services, the team at Coral Wealth Management offers tailored solutions to meet the unique needs of each client.
• Accessibility and accommodations: The company provides online appointments, on-site services, and various accommodations such as language assistance, wheelchair-accessible facilities, and an LGBTQ+ friendly environment.

👍 Reviews of Coral Wealth Management

Ale A.

5/5

Dennis and his team are absolutely incredible! They go above and beyond for their clients, making sure each of them feel supported and confident in their financial journey. Managing money and investments can be overwhelming, but Dennis and his team not only make it easy, but an enjoyable process! If you are looking for a team that actually cares about their clients, I highly recommend Coral Wealth Management!

Patty F.

5/5

I’ve been working with Dennis for over 10 years and I have experienced nothing but great results. We chose to work with Dennis because of his fiduciary status and his reputation in the community. Dennis is not only ethical but genuinely cares about his clients. I would 10/10 recommend him for anyone looking for a trusted advisor.

Trivina I.

5/5

I’m truly impressed with the services offered by Coral Wealth Management! If you’re seeking experienced and reliable advisors, I highly recommend their team. As fiduciaries, they always put my best interests first, offering expert retirement planning and personalized investment advice that aligns with my goals. They are incredibly easy to communicate with and consistently provide clear, trustworthy guidance. Thanks to Coral Wealth Management, planning for my future has been a smooth and worry-free experience!

Kiarelys A.

5/5

I couldn't be happier with the retirement planning services at Coral Wealth Management! The team took the time to understand my financial goals and created a personalized strategy that gives me confidence in my future. Their expertise and attention to detail made the process smooth and stress-free. If you're looking for knowledgeable and trustworthy advisors to help you plan for retirement, I highly recommend!

Jared H.

5/5

I could not recommend Dennis Coral & Coral Wealth Management more! Unlike other advisors, Dennis makes himself available for his clients’ specific questions and concerns. The Coral Wealth Management software/website is also highly personalized and makes it easier to understand your full financial landscape. It has been a pleasure working with Dennis and I look forward to continue growing my assets with his help.

Stephanie S.

5/5

I’ve been working with Coral Wealth Management over the last year, and I couldn't be happier with the level of service they provide. They always make sure I understand their investment advice and that it is tailored to my unique goals, making me feel secure in my financial decisions. I am so thankful for this team and all they do!

Thomas M.

5/5

Highly recommend this Investment Advisor! They made my rollover 401k process smooth and stress-free, guiding me through every step with clear advice. Their approach to retirement planning is both professional and friendly, ensuring I felt confident and well-informed. If you're looking for someone knowledgeable and genuinely invested in your future, this is the place to go!

Cristina C.

5/5

I truly recommend Dennis and his team, I am a single mom and starting my financial health journey and he has made that happen by helping me understand how to do it . I highly recommend him! I am very glad to get to work with him.