Coral Wealth Management, Miami FL
| Address | 20801 Biscayne Blvd Suite 403, Miami, FL | ||||||||||
| Phone | (305) 671-3914 | ||||||||||
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| Website | www.coralwm.com | ||||||||||
| Categories | Financial Planner, Financial Consultant, Investment Service | ||||||||||
| Rating | 5 8 reviews | ||||||||||
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Coral Wealth Management reviews
8Dennis is amazing! He is very knowledgeable about what I need to do next to transfer retirement accounts and move on with my life after a terrible divorce. I would highly recommend him. Dennis is kind, thoughtful, patient, and took the time to explain things to me so that I would understand what's going to happen moving forward! Thank you so much Dennis!
Great financial advisor! Knowledgeable, patient and always there to assist with any questions or concerns I may have. It’s a pleasure working with Dennis to secure a great future.
Dennis is a great investment advisor, I have worked with him for years, he helped me rollover my 401k, easy to work with, knowledgeable and very professional.
Dennis is the Best! He is extremely helpful and comes with over 20 years of experience. You are in good hands!
Thank you Denis for being so knowledgeable, professional and passionate on what you do. Love working with you and your team!
Dennis is a great Financial advisor. My friend recommended him as she has been with him for years. Finances are not my forte and Dennis has been a game changer for my husband and me. He is professional, thorough and has provided amazing recommendations. Besides being attentive and knowledgeable- what I like the most about him is that he reaches out and follows up multiple times to ensure we are optimizing our portfolio on a quarterly basis. I HIGHLY recommend Dennis and his team.
Amazing change from other firms! I was frustrated by another firm that claimed to be a fiduciary.but that was all marketing hype. I was forced into their index like portfolio.
Coral Wealth Management is really different. They took the time to meet with me personally and to listen to my individual needs and concerns. What a difference real customer service makes! I now have a real partner in my financial journey that recommended many simple but effective strategies to employ as I maximize my retirement situation. I highly recommend them!