Comprehensive wealth planning in Queens, New York

The Estate Planning & Elder Law Group, located at 71-27 Myrtle Avenue in New York, is a reputable law firm serving clients in Queens, Glendale, Ridgewood, NY, and surrounding areas. Led by experienced attorney Andrew L. Jaloza, who has been practicing law in New York since 1988, the firm specializes in Estate Planning, Real Estate, and Business Law. At The Estate Planning & Elder Law Group, we understand that life is full of unexpected changes, which is why we are dedicated to helping our clients protect their loved ones and assets through comprehensive planning. Whether you are planning for the future, coping with the challenges of aging, or navigating the complexities of Medicaid planning, our team is here to provide expert guidance and support.

Roman Aminov Estate Law Firm of Queens is a reputable legal institution specializing in estate planning and administration services. Located at 147-17 Union Turnpike in New York, United States, this firm offers expert legal advice and guidance to individuals and families looking to protect their assets and ensure their loved ones are taken care of in the event of incapacity or death. With a team of experienced lawyers, Roman Aminov Estate Law Firm of Queens is committed to providing personalized and comprehensive legal solutions tailored to each client's unique needs and goals. Whether you need assistance with creating a will, establishing a trust, or navigating the probate process, this firm is dedicated to helping you achieve peace of mind and security for the future.

At Morgan Legal Group P.C. in Queens, New York, our team of trained professionals specializes in estate planning, providing personalized and comprehensive legal services tailored to each client's specific needs. Unlike many large law firms, our clients have direct access to an attorney whenever they have a question or concern. Our attorneys possess advanced knowledge and experience in estate planning, offering expertise in wills, trusts, powers of attorney, and healthcare directives. We work hand in hand with our clients to achieve common goals, whether their needs are urgent or long-term.

Legacy Planning Solutions is a premier finance institution located at 21-34 Himrod Street in New York, United States. Our team of experienced financial advisors specializes in helping clients create comprehensive strategies to preserve and protect their assets for future generations. Whether you are looking to plan for retirement, minimize taxes, or ensure your loved ones are taken care of, Legacy Planning Solutions is dedicated to providing personalized and professional service to meet your unique financial goals. Contact us today to start planning for your legacy.

Merrill Lynch Wealth Management, located at 6965 Yellowstone Boulevard in New York, United States, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors who have a wealth of knowledge in wealth management, retirement income planning, and estate planning, the institution is well-equipped to help clients navigate the complexities of the financial markets. The advisors at Merrill Lynch Wealth Management are dedicated to putting clients' interests first and helping them achieve their financial and life goals. Through a personalized approach that takes into account each client's unique needs and priorities, the advisors create tailored financial strategies designed to meet long-term objectives.

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.

Edson De La Cruz - TD Wealth Financial Advisor is a reputable finance institution located at 76-02 Main Street in New York, United States. As a trusted financial advisor, Edson De La Cruz provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional financial guidance, clients can trust Edson De La Cruz to provide expert advice and tailored solutions to meet their unique financial needs. Whether you are looking to invest, plan for retirement, or grow your wealth, Edson De La Cruz - TD Wealth Financial Advisor is dedicated to helping you achieve financial success.

Edson De La Cruz - TD Wealth Financial Advisor is a reputable finance institution located at 116-24 Metropolitan Avenue in New York, United States. As a trusted financial advisor, Edson De La Cruz provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management and investment planning, Edson De La Cruz - TD Wealth Financial Advisor offers a comprehensive range of services to individuals and businesses looking to secure their financial future. Visit them today to start planning for a brighter tomorrow.

Olson Tax & Financial Planning is a reputable accounting and finance institution located at 106-19 Metropolitan Avenue in New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and tax services to individuals and businesses. Whether you need assistance with tax preparation, retirement planning, investment management, or any other financial need, we are here to help. Trust Olson Tax & Financial Planning to help you achieve your financial goals and secure your financial future.

Dmitry Gurvich - TD Wealth Relationship Manager is a finance institution located at 73-55 Grand Avenue in New York, United States. As a Relationship Manager at TD Wealth, Dmitry Gurvich offers personalized financial solutions and expert advice to help clients achieve their financial goals. With a focus on building strong relationships and providing top-notch customer service, Dmitry Gurvich is dedicated to helping individuals and families navigate the complexities of wealth management. Whether you are looking to invest, plan for retirement, or protect your assets, Dmitry Gurvich can provide the guidance and support you need to secure your financial future.

SharpFocus Financial Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 11412 Beach Channel Drive in New York, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Users of our website agree to abide by our rules and regulations. As a member of FINRA and SIPC, we prioritize privacy and security for our clients. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us to schedule a meeting and let us assist you in reaching your financial goals.

Jason Leberfeld - TD Wealth Relationship Manager is a leading finance institution located at 119-25 Liberty Avenue in New York, United States. As a relationship manager, Jason Leberfeld provides expert financial advice and services to clients looking to grow and protect their wealth. With a focus on building strong relationships and personalized financial strategies, Jason Leberfeld helps clients achieve their financial goals and secure their financial future. Trustworthy, knowledgeable, and dedicated, Jason Leberfeld is committed to providing top-notch financial guidance to clients in the New York area.

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.

Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.

Welcome to Estate Planning Attorney Queens, your trusted partner for comprehensive estate planning services located at 56-30 186th Street, Queens, New York 11365. As leaders in the field, we specialize in providing a unique and personalized approach to meet the estate planning needs of individuals and families. Our firm offers a wide range of services, including domestic and international estate planning, taxation and wealth succession planning, business organization and succession planning, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Estate planning is a crucial legal process aimed at preserving and managing your assets during your lifetime and ensuring their distribution according to your wishes after your passing. A well-executed estate plan can save you and your estate significant amounts of money and ensure your final wishes are honored. Our expert attorneys will guide you through the process, allowing you to control what happens to your assets both now and in the future, rather than relying on state laws of inheritance.

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.

Welcome to Walsh Law Firm: Your Trusted Real Estate Attorney in Suffolk County Located at 365 New York 25A, Mount Sinai, NY, Walsh Law Firm, in partnership with Walsh & Gilad, PLLC, is dedicated to providing expert legal services in both commercial and residential real estate transactions. Our experienced team specializes in representing buyers and sellers, ensuring smooth and successful sales, leases, and closings.

Ameritrade Group is a leading accounting and finance institution located at 104-56 Roosevelt Avenue in New York, United States. With a team of experienced professionals, Ameritrade Group offers a wide range of financial services including accounting, investment management, and financial planning. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Ameritrade Group is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.

LPL Financial, headed by Bill Manolopoulos, CFP, is a reputable financial institution located at 2302 33rd Street in New York, United States. Specializing in financial planning and wealth management, the institution offers a wide range of services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial solutions, LPL Financial provides expert guidance and support to individuals and businesses looking to secure their financial future.

Edward Jones - Financial Advisor: Vincent C Renda, CFP®|AAMS™ is a reputable financial institution located at 47-01 Queens Boulevard in New York, United States. Specializing in financial planning and investment management, Vincent C Renda, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized and comprehensive financial advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services and guidance to individuals and families in the New York area.

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.

New York Life Insurance Company is a renowned insurance agency located at 97-77 Queens Boulevard in New York, United States. With a long-standing history of providing reliable and comprehensive insurance coverage, New York Life is committed to helping individuals and families protect their financial future. Their team of experienced agents offers a range of insurance products and services to meet the diverse needs of their clients. Whether you are looking for life insurance, retirement planning, or investment solutions, New York Life Insurance Company is dedicated to providing personalized and professional service to help you achieve your financial goals.

New York Life Insurance is a reputable finance and insurance agency located in New York, United States. With a long-standing history of providing reliable and comprehensive insurance coverage to individuals and families, New York Life Insurance is committed to helping clients protect their financial futures. Their team of experienced professionals offers personalized service and tailored insurance solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is dedicated to helping you secure a stable and prosperous future.

Edward Jones - Financial Advisor: Sean Wynne is a reputable finance institution located at 115-10 Beach Channel Drive in New York, United States. As a trusted financial advisor, Sean Wynne provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean Wynne is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Sean Wynne is committed to providing expert guidance and support every step of the way.

Pessin Tax Services is a reputable accounting and finance institution located at 6106 Myrtle Avenue in New York, United States. With a team of experienced professionals, we provide comprehensive tax services to individuals and businesses. Our services include tax preparation, planning, and consulting to help our clients navigate the complex world of taxation. Trust Pessin Tax Services to provide expert guidance and personalized solutions to meet your financial needs.

BB Tax & Advisory Inc is an accounting and finance institution located at 3636 33rd Street in New York, United States. We specialize in catering to the complex needs of small business owners and middle-class families who are looking to improve their financial situation. Taxes can be a significant expense in our lives, and our team is dedicated to helping clients resolve outstanding tax issues, minimize future tax bills, and plan for their financial future. Unlike working with separate financial professionals, our team takes a comprehensive, team-based approach to financial planning. We develop strategies that integrate bookkeeping, tax accounting, and financial advising to provide a cohesive plan for our clients. Our services were previously only accessible to the wealthy, but we focus on serving the middle-class market because we believe they are most in need of our expertise.

CR Accounting Svcs is a comprehensive financial institution located at 41-05 47th Street in New York, United States. We offer a wide range of services including accounting, finance, and insurance brokerage. Our team of Enrolled Agents are certified to assist with tax preparation and planning, as well as serving as Certified Acceptance Agents for ITIN applications. Whether you need help with taxes, insurance, or financial planning, CR Accounting Svcs is your one-stop shop for all your financial needs.

Full Circle Brokerage, Inc. is a reputable finance and insurance agency located at 92-11 172nd Street in New York, United States. With a focus on providing comprehensive financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world. Whether you are looking for insurance coverage or investment advice, Full Circle Brokerage, Inc. is committed to guiding you through every step of the process to ensure your financial needs are met. Contact us today to learn more about how we can help you achieve your financial goals.

DCAP Insurance is a reputable insurance agency located at 133-59 242nd Street in New York, United States. Specializing in accounting, finance, and insurance services, DCAP Insurance is dedicated to providing top-notch coverage and financial solutions to its clients. With a team of experienced professionals, DCAP Insurance offers personalized assistance and tailored insurance plans to meet the individual needs of each customer. Whether you are looking for auto, home, health, or business insurance, DCAP Insurance has you covered. Visit their office today to learn more about their comprehensive insurance options and financial services.

The Academy of Finance and Enterprise is a prestigious secondary school located at 30-20 Thomson Avenue in New York, United States. As a local government office, this institution provides a unique educational experience focused on finance and entrepreneurship. Students at the Academy of Finance and Enterprise receive a comprehensive curriculum that prepares them for successful careers in the business world. With dedicated faculty and state-of-the-art facilities, this school is committed to fostering academic excellence and personal growth in its students.