Gruen Financial - Miami, Florida

Ron W.

David Gruen is exceptional. His expertise, professionalism, and genuine care make a real difference. He simplifies complex financial matters and provides clear, tailored advice to help you reach your goals.

David’s attention to detail and responsiveness give you complete confidence you’re in great hands. Highly recommend!

Ted D.

I can't recommend David Gruen enough! His expertise and personalized approach has transformed my financial outlook. Dave takes time to understand my goals and craft a plan to reach them. Dave is always clear and timely, making me feel confident and informed every step of the way.

Aj B.

I was first introduced to David when I relocated to Miami nearly 14 years ago. At the time, I already had a financial advisor, but David's genuine kindness and expertise left an impression. Over the years, David became a close friend and always continued to generously provide free advice. Eventually, I made one of the best decisions of my life by entrusting David with the entirety of my financial portfolio.

Since that decision, he has shown extreme dedication through proactive outreach and support, always being available for any request or financial question. David is incredibly professional, empathetic, hardworking, funny, and intelligent. He is not only one of the best financial advisors in the country but also one of the finest individuals I've ever known. His dedication to his family, friends, and clients is truly remarkable. I highly recommend David to anyone seeking exceptional financial advisement

David D.

David is an exceptionally gifted financial advisor. His professionalism is remarkable, consistently demonstrating a commitment to excellence and integrity in all his interactions. David's profound knowledge of the stock market, coupled with his keen understanding of corporate earnings and sales strategies, positions him ahead of the game in the financial advisory field.

David's approach to wealth management is unparalleled. He exhibits a unique ability to anticipate market trends and adapt strategies accordingly, ensuring his clients maximize their financial potential. His forward-thinking mindset and proactive approach to investment opportunities make him a standout advisor.

At Gruen Financial, David’s expertise, dedication, and innovative approach to wealth management make him an invaluable asset to his clients and colleagues alike.

Edgar V.

I’ve known David for 15 years. When we met, I had no idea that he would be so impactful in my life. Quickly, I realized how knowledgeable he was and how necessary he was to me as a business owner. David has offered invaluable guidance throughout the years and has made sure my family and business are thriving in every real world condition. I consider him one of my biggest business assets and a great friend and someone I know I can call any time when I need help.

Brent U.

David is one of the brightest minds in the Wealth planning space. He is unconventional in his thinking and helps his clients think beyond and to truly maximize opportunities. He truly cares about his clients growth, succession, and legacy. Business owners need David Gruen in their corner!

David P.

Ten years ago, I had a lot going on and a lot of financial questions. I was starting a family, buying and remodeling a house, working full time W2, starting my own small business, paying down graduate school debt, and trying to save for the future. That is when a friend referred me to David Guren. I was blown away at how knowledgeable he was in every single area I had questions in. Not only did he make a plan for me and my growing family, but he put in a way I could understand and that made sense.

He has always made himself readily available for me to answer questions and to make sure I was on the right track. I truly feel that I receive concierge-level treatment. I can easily see why he is one of the top ranked in his field of certified financial planners and chartered financial consultants.

David is a very genuine person who wants to see you and those you care about put in the best possible position. I have no doubts that if you have a financial question, David has a solid answer. I have followed his plan/advice and today my family is in a great position financially because of it.

Daniel G.

David Gruen is so impressive and an incredibly valuable asset. Whether you are a small business owner, larger enterprise client, just a guy trying to figure out how he’s gonna retire one day, planning for a family or costs of college , and anything in between; David is going to be a wealth of valuable information. He will have creative solutions custom tailored to your situation and you will be in the best hands possible.