Financial Services
25 businesses listed
Banks, credit unions, tax preparers, and financial advisors serving South Florida households and businesses. Local credit unions in particular are a strong option here, with roots in the counties they serve.
Every listing below is a real local business with a working phone number and address. Know one that's missing? List it free.
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Amerant Bank
Banks
Regional bank headquartered in Coral Gables since 1979, offering personal, commercial, and wealth management banking across South Florida.
Aragon Wealth Management Group of Raymond James
Financial Advisors
Coral Gables wealth management group affiliated with Raymond James providing investment planning and financial advisory services.
Arundel Ocean Tax & Accounting
Tax Prep
Fort Lauderdale tax preparation and accounting practice serving individuals and businesses with year-round support.
Banesco USA
Banks
Community bank with a Coral Gables branch offering personal, business, and international banking services across South Florida.
BrightStar Credit Union
Credit Unions
Full-service member-owned credit union serving Broward and Palm Beach counties with low-cost loans, checking, and savings products.
Broward HealthCare Federal Credit Union
Credit Unions
Fort Lauderdale credit union originally serving healthcare workers, offering affordable loans and banking services to the community.
City National Bank of Florida
Banks
South Florida regional bank relocating its headquarters to Coral Gables, serving businesses and individuals with commercial and private banking.
Coral Gables Trust Company
Financial Advisors
The largest independent, privately held trust company headquartered in South Florida, offering wealth management, trust and estate services, and financial planning since 2004.
Grove Bank & Trust
Banks
The longest-running bank in Miami-Dade County, founded in 1926, providing boutique banking, commercial lending, and wealth management.
H&R Block
Tax Prep
Nationwide tax preparation network with a Fort Lauderdale office helping individuals, families, and small businesses file returns in person or online.
iTHINK Financial Credit Union
Credit Unions
Member-owned credit union established in 1969 serving more than 116,000 members with loans, checking, and digital banking.
Janney Montgomery Scott
Financial Advisors
Full-service wealth management and investment firm with a Coral Gables office advising clients on financial planning and investing.
JW Tax and Consulting
Tax Prep
Fort Lauderdale tax advisors and business consultants building long-term client relationships through professional tax planning.
Northwestern Mutual
Financial Advisors
Coral Gables office of Northwestern Mutual offering financial planning, investment management, and insurance solutions.
Ocean Bank
Banks
Privately owned Miami community bank founded in 1982, providing loans, deposit products, and cash management to local businesses and families.
Sequoro Group
Financial Advisors
Coral Gables wealth advisory and investment management firm helping clients grow and protect their portfolios.
Space Coast Credit Union
Credit Unions
Florida credit union with a Fort Lauderdale branch offering savings, checking, auto loans, and mortgages to members.
Stelac Advisory Services LLC
Financial Advisors
Coral Gables investment management and advisory firm serving individuals and institutions with tailored portfolio strategies.
T'Armani Tax Services
Tax Prep
Fort Lauderdale tax preparation service helping individuals and small businesses file accurate returns and maximize refunds.
Tax Incentives Group, LLC
Tax Prep
Fort Lauderdale tax preparation and accounting firm serving individuals and businesses with compliance and incentive planning.
Tax Workout Group
Tax Prep
Fort Lauderdale tax resolution and preparation firm helping clients settle IRS debts and stay current on filings.
Toro Taxes Gallery Fort Lauderdale
Tax Prep
Spanish-language tax franchise in Fort Lauderdale preparing personal and business taxes plus notary and business registration services.
Tropical Financial Credit Union
Credit Unions
Member-owned not-for-profit credit union with branches across South Florida offering checking, loans, and digital banking.
U.S. Century Bank
Banks
Locally owned community bank headquartered in Doral, focused on commercial lending and personalized service for South Florida businesses.
We Florida Financial Credit Union
Credit Unions
Community credit union in Fort Lauderdale providing personal banking, auto loans, and mortgages to members.
Choosing financial help locally
- Credit unions often beat big banks on auto and personal loan rates for local members — compare both.
- For tax prep, ask about Florida-specific issues: homestead, no state income tax, and multi-state filings for part-year residents.
- A fiduciary advisor is legally required to put your interest first — ask the question directly and get the answer in writing.
SFL Today's directory is maintained by a local team and covers Miami-Dade, Broward, and Palm Beach counties. Listing details come from the businesses themselves and public records; if you spot something out of date, tell us and we'll fix it.