TOP 20 Best Asset allocation strategy in Queens, New York
22 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
- Ireland
Min Wen Chen - Prudential Financial
Welcome to Min Wen Chen - Prudential Financial, your trusted partner in financial and insurance services, conveniently located at 159-15 Northern Boulevard, Queens, New York. Serving the vibrant community of Queens and beyond, we are committed to providing personalized financial solutions that cater to your unique needs and goals. At Min Wen Chen - Prudential Financial, we understand that navigating the complexities of financial planning and insurance can be overwhelming. That’s why our dedicated team of professionals is here to guide you every step of the way. Whether you’re planning for retirement, securing your family’s future, or simply looking to safeguard your assets, we offer a comprehensive range of services tailored to meet your individual requirements.
Eiges & Orgel, PLLC
Welcome to Eiges & Orgel, PLLC - Your Trusted NYC Family Law Attorneys Located at 233 Broadway, New York, Eiges & Orgel, PLLC is a top-rated law firm with over 60 years of collective experience in family law. Our dedicated team of attorneys is committed to putting you and your interests first, providing expert and aggressive representation in divorce, child custody, and other family law matters.
Jazurek - Financial Advisor
Jazurek - Financial Advisor is a reputable finance institution located at 6001 Madison Street in New York, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we have the expertise to guide you every step of the way. Trust Jazurek - Financial Advisor to help you secure your financial future.
Bartal Law Life & Legacy Planning
Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.
TW Accounting Group Inc.
Welcome to TW Accounting Group Inc., your trusted partner in navigating the complex world of finance and taxation. Conveniently located at 144-02 105th Avenue, Queens, New York, we are committed to delivering personalized and comprehensive accounting solutions to individuals and businesses of all sizes. With over 15 years of experience, our founder, Terri Anne Williams, brings a wealth of expertise from her BBA in Finance and Investments from Bernard M. Baruch College and Advanced Studies in Accounting from Brooklyn College. Her extensive experience in both the private and public sectors ensures that you receive knowledgeable and empathetic guidance, whether you're facing a tax audit or seeking to optimize your financial strategies.
Sconset Capital Management, LLC
Welcome to Sconset Capital Management, LLC, your trusted partner in financial insights and investment strategies. Conveniently located at 84-31 Van Wyck Expressway in Queens, New York, we specialize in providing expert financial guidance and management services tailored to meet the unique needs of our clients. At Sconset Capital Management, we understand the complexities of the financial market and are dedicated to helping our clients navigate their investment opportunities with confidence. Our team is well-versed in the dynamics of various sectors, including the commodities market, and offers in-depth analysis and strategic advice to optimize your portfolio.
PeterAlcarese CFP, LLC
PeterAlcarese CFP, LLC is a reputable accounting and finance institution located in New York, United States. With a team of skilled professionals led by Certified Financial Planner Peter Alcarese, the institution offers a wide range of financial services including tax preparation, investment management, retirement planning, and estate planning. Known for their personalized approach and commitment to helping clients achieve their financial goals, PeterAlcarese CFP, LLC is a trusted partner for individuals and businesses seeking expert financial advice.
Siegel Joan
Siegel Joan is an accounting and finance institution located at 212-45 26th Avenue in New York, United States. They offer complimentary comprehensive financial consultations and are certified by the Certified Financial Planner Board of Standards, Inc. Securities are offered through Cetera Advisor Networks LLC, a member of FINRA and SIPC, and advisory services are also provided through Cetera Advisor Networks LLC. The individuals affiliated with this institution are licensed and registered in various states to sell insurance products and securities. Customers can check the background of the investment professionals associated with Siegel Joan for peace of mind.
BNJ ROYALTY
BNJ Royalty is a prestigious institution located at 45-35 39th Street in New York, United States. We are dedicated to providing top-notch financial services and investment opportunities for our clients. With a team of experienced professionals, we offer personalized solutions to help our clients achieve their financial goals. Our commitment to excellence and integrity sets us apart as a trusted partner in wealth management. Visit us today and let us help you secure your financial future with BNJ Royalty.
River Bridge Tower Llc
River Bridge Tower Llc is a prestigious institution located at 2705 41st Avenue in New York, United States. As a leading provider of financial services, River Bridge Tower Llc offers a wide range of investment opportunities and advisory services to its clients. With a team of experienced professionals and a commitment to excellence, River Bridge Tower Llc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, River Bridge Tower Llc is here to guide you every step of the way. Trust in River Bridge Tower Llc to be your partner in financial success.
Flagstar Private Banking
Welcome to Flagstar Private Banking, your premier financial partner located at 89-36 Sutphin Boulevard, Queens, New York. We are dedicated to providing exceptional banking services tailored to meet the unique needs of our clients. As a trusted name in the banking, ATM, and finance sectors, we offer a comprehensive range of financial solutions designed to help you achieve your personal and professional financial goals. At Flagstar Private Banking, we pride ourselves on delivering personalized service with a focus on building lasting relationships. Our experienced team of financial experts is committed to guiding you through every step of your financial journey, ensuring you receive the highest level of support and expertise.
Ellen H Fuentes - Financial Advisor, Ameriprise Financial Services, LLC
Ellen H Fuentes is a Financial Advisor at Ameriprise Financial Services, LLC located at 3 Elmhurst Avenue in New York, United States. Ellen holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ellen provides comprehensive financial planning services and specializes in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a strong commitment to ethics and continuing education, Ellen is dedicated to helping individuals achieve their financial goals and secure their financial future. Contact Ellen H Fuentes today for expert financial advice and personalized financial planning services.
SwiftinvestFX
Welcome to SwiftinvestFX, your premier financial partner located in the heart of Queens, New York. At SwiftinvestFX, we are dedicated to providing expert financial services tailored to meet the unique needs of our diverse clientele. Whether you are an individual investor seeking personalized financial advice or a business looking for comprehensive financial solutions, our team of experienced professionals is here to guide you every step of the way. Our services range from investment management and financial planning to risk assessment and asset allocation, ensuring that you have the tools and insights needed to achieve your financial goals. We pride ourselves on our commitment to transparency, integrity, and excellence, offering strategies that are not only innovative but also aligned with your long-term objectives.
Mohammed Y. Islam - TD Wealth Financial Advisor
Mohammed Y. Islam - TD Wealth Financial Advisor is a reputable financial institution located at 5801 Myrtle Avenue in New York, United States. As a trusted advisor, Mohammed Y. Islam provides expert financial guidance and wealth management services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, clients can expect a high level of professionalism and expertise in managing their finances. Whether you are looking to invest, plan for retirement, or secure your financial future, Mohammed Y. Islam - TD Wealth Financial Advisor is dedicated to helping you make informed decisions and navigate the complexities of the financial world.
Merrill Lynch Financial Advisor Esther Luk
Merrill Lynch Financial Advisor Esther Luk is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. Esther Luk follows the deep-seated Merrill tradition of community involvement and volunteering. With Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. As a financial advisor at Merrill Lynch Wealth Management, Esther focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, Esther helps you identify and prioritize the goals that matter most to you, whether it's planning for retirement, buying a home, or funding education. Through the Investment Personality Assessment, Esther gains a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The institution offers tools to track changes in your life and goals, ensuring your financial approach reflects these adjustments. Esther's mission is to understand what matters most to you and help you design and implement a personalized plan to achieve your financial goals while managing risk. Regular check-ins and adjustments to your financial approach help you stay on track to reach your goals. As a Merrill Lynch Wealth Management Advisor, Esther works with you to build a customized investment approach that addresses your needs and goals. With personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America, Esther can help you achieve your financial goals.
EFEX Consulting Group
EFEX Consulting Group is a leading finance institution located at 121-17 Liberty Avenue in New York, United States. Specializing in financial consulting services, EFEX is committed to helping clients achieve their financial goals through expert advice and strategic planning. With a team of experienced professionals, EFEX Consulting Group offers personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, EFEX Consulting Group is dedicated to providing top-tier financial services to help you succeed.
Andrew Tsiolas - Financial Advisor, Alma Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC
Andrew Tsiolas - Financial Advisor at Alma Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 19603 Northern Boulevard in New York, United States. Specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Andrew Tsiolas works closely with clients to document their financial objectives, regularly review progress, and adjust strategies as needed. Clients have secure access to their investments and accounts from any device, allowing them to track progress towards their goals. For those interested in learning more about how Andrew Tsiolas can help achieve financial goals, scheduling a complimentary initial consultation is the first step. With a focus on retirement planning, education funding, major purchases, and more, Andrew Tsiolas helps clients navigate the financial landscape with personalized strategies. By staying informed on market trends and developments, clients can make informed decisions about their investments.
Donna Dougan - TD Wealth Relationship Manager
Donna Dougan - TD Wealth Relationship Manager is a finance institution located at 5801 Myrtle Avenue in New York, United States. As a dedicated wealth relationship manager, Donna Dougan offers personalized financial advice and services to help clients achieve their financial goals. With a strong background in finance and a commitment to exceptional customer service, Donna Dougan is a trusted partner for individuals and businesses looking to grow and protect their wealth. Contact Donna Dougan - TD Wealth Relationship Manager today to start building a secure financial future.
Merrill Lynch Financial Advisor David Cummins
Merrill Lynch Financial Advisor David Cummins is a prestigious finance institution located at 6965 Yellowstone Boulevard in New York, United States. With a wealth of experience and expertise in the financial industry, David Cummins provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor David Cummins is dedicated to providing top-notch financial guidance and support. Contact us today to schedule a consultation and take control of your financial future.
Merrill Lynch Financial Advisor James Gargiulo
Merrill Lynch Financial Advisor James Gargiulo, located at 6965 Yellowstone Boulevard in New York, United States, is a finance institution dedicated to helping clients make important financial decisions. James Gargiulo is accessible, knowledgeable, and experienced, committed to building strong relationships with clients. With a deep understanding of each client's financial picture, he creates flexible strategies tailored to individual goals and changing market conditions. Supported by the resources of Merrill and Bank of America, James and his team offer personalized wealth management strategies to help clients pursue their financial goals. As a Merrill Lynch Wealth Management Advisor, James focuses on what matters most to each client, adapting financial approaches as goals and priorities evolve. Through conversations and the Investment Personality Assessment, he gets to know clients on a personal level to customize a financial plan that aligns with their values and aspirations. Regular check-ins and adjustments ensure that clients stay on track to achieve their goals, even as life and markets change. With access to the latest investment insights and strategies, James helps clients live their best financial lives.
Merrill Lynch Wealth Management Advisor Azaad Mohamed
Merrill Lynch Wealth Management Advisor Azaad Mohamed is a finance institution located at 36-35 Bell Boulevard, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. Specializing in asset allocation, diversification, and rebalancing, Merrill Lynch helps clients navigate the complexities of investing. It is important to note that investing involves risks, and consultation with legal and tax advisors is recommended before making financial decisions. Services offered include brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, is a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch is committed to providing clients with information about products and services that may be beneficial to them. It is important to note that leaving the Bank of America website may redirect you to FINRA's BrokerCheck. Please refer to the institution's terms and privacy policies for more information.
J P Morgan Management Associates
Welcome to J P Morgan Management Associates Located in the heart of Queens, New York, at 1602 Cornelia Street, J P Morgan Management Associates is your trusted partner in navigating the complex world of finance and insurance. Our dedicated team of professionals is committed to providing personalized solutions to meet your unique financial needs and goals.
Nearby cities:
- Brooklyn
- New York
- Bronx
- Buffalo
- Staten Island
- Rochester
- Syracuse
- Albany
- Yonkers
- White Plains
- Binghamton
- Niagara Falls
- Utica
- Poughkeepsie
- Schenectady
- Watertown
- New Rochelle
- Williamsville
- Middletown
- Lockport
- Huntington
- Smithtown
- Bay Shore
- Newburgh
- Hamburg
- Cheektowaga
- Troy
- Orchard Park
- Riverhead
- Mount Vernon
- Garden City
- Jamestown
- Commack
- Scarsdale
- Kingston
- Tonawanda
- Amherst
- Clifton Park
- Hauppauge
- Plattsburgh
- Huntington Station
- Melville
- Spring Valley
- Latham
- West Seneca
- Great Neck
- Oneonta
- Patchogue
- Hicksville
- Lindenhurst
- Valley Stream
- Deer Park
- East Syracuse
- Cortland
- North Tonawanda
- Vestal
- Southampton
- West Babylon
- Oswego
- Depew
- New Hartford
- Webster
- Farmingdale
- Endicott
- New City
- Rome
- New Hyde Park
- Brentwood
- Hempstead
- Batavia
- Mount Kisco
- Nanuet
- Monroe
- Stony Brook
- Westbury
- Suffern
- Olean
- Johnson City
- Freeport
- Nyack
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos