FL · West Miami

Fiduciary advisors in West Miami, FL

1 advisor with offices in West Miami. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in West Miami

Dipre Brodnik Financial

West Miami, Florida

Dipre Brodnik Financial is a registered investment advisor founded in 1986 by John and Pam Dipre, operating from West Miami, Florida and serving clients in Northeast Ohio and surrounding areas. The firm offers investment management, retirement income strategies, wealth management, annuities, IRA and 401(k) rollovers, life insurance, asset protection, tax-efficient strategies, long-term care planning, and estate planning services. Led by Troy Dipre as a fiduciary advisor alongside founding principal John Dipre and operations director Will Harnar, the firm structures client engagements through an initial assessment, personalized strategy development, and ongoing collaborative implementation.

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Financial advisors in West Miami, Florida

Advisors serving West Miami specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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