TOP 30 Estate tax guidance in Queens, New York
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Prudential Advisors - Kelly James Financial Professional
Prudential Advisors - Kelly James Financial Professional is a finance and insurance agency located at 21426 41st Avenue in New York, United States. As a trusted financial professional, Kelly James offers expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on providing top-notch service and comprehensive financial planning, Prudential Advisors - Kelly James is dedicated to helping individuals and families secure their financial future. Contact them today to learn more about their services and how they can assist you with your financial needs.
Edward Jones - Financial Advisor: John Renda, AAMS™|CRPC™
Edward Jones - Financial Advisor: John Renda, AAMS™|CRPC™ is a reputable finance institution located at 181-22 Union Turnpike in New York, United States. With a focus on providing personalized financial planning and investment services, John Renda, who holds the designations of AAMS™ and CRPC™, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Edward Jones - Financial Advisor: John Renda is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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.
Omor Elahi - TD Wealth Financial Advisor
Omor Elahi - TD Wealth Financial Advisor is a reputable finance institution located at 97-17 Rockaway Boulevard in New York, United States. As a trusted financial advisor under TD Wealth, Omor Elahi provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Omor Elahi offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Omor Elahi - TD Wealth Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Donna Dougan - TD Wealth Relationship Manager
Donna Dougan - TD Wealth Relationship Manager is a finance institution located at 70-05 Northern Boulevard in New York, United States. As a trusted advisor, Donna Dougan specializes in providing personalized wealth management services to clients. With a focus on building long-term relationships, Donna works closely with individuals and families to help them achieve their financial goals. Whether it's retirement planning, investment strategies, or estate planning, clients can rely on Donna Dougan for expert advice and guidance. Experience the difference of working with a dedicated TD Wealth Relationship Manager at Donna Dougan's office in New York.
Perrotto Private Wealth
Perrotto Private Wealth is a prestigious finance institution located at 156-25 95th Street in New York, United States. With a focus on providing personalized wealth management services, Perrotto Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax strategies. Clients can trust Perrotto Private Wealth to provide expert guidance and support in navigating the complexities of the financial world, ensuring a secure and prosperous future.
Wesley C Barrow: Primerica - Financial Services
Wesley C Barrow: Primerica - Financial Services is a reputable finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a strong focus on providing comprehensive financial services, they offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to providing personalized guidance and support. Trust Wesley C Barrow: Primerica - Financial Services to help you secure your financial future.
National Financial Network 恒信理财
National Financial Network 恒信理财 is a leading finance institution located at 136-20 38th Avenue in New York, United States. With a strong focus on financial planning and wealth management, our team of experienced professionals offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, National Financial Network 恒信理财 is here to provide expert guidance and support. Trust us to help you build a secure financial future.
Jason Leberfeld - TD Wealth Relationship Manager
Jason Leberfeld is a dedicated TD Wealth Relationship Manager located at 150-38 Northern Boulevard in New York, United States. Specializing in finance, Jason provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Jason is committed to delivering exceptional service and guidance in wealth management. Contact Jason Leberfeld today to start planning for a secure financial future.
Lenny Sun - Prudential Financial
Lenny Sun - Prudential Financial is a reputable finance and insurance agency located at 39-01 Main Street in New York, United States. With a strong focus on providing top-notch financial planning and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Lenny Sun - Prudential Financial offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Lenny Sun - Prudential Financial to provide expert guidance and support.
Edward Jones - Financial Advisor: Annette D Matthew
Edward Jones - Financial Advisor: Annette D Matthew is a trusted financial institution located at 181-22 Union Turnpike in New York, United States. Specializing in personalized investment strategies and retirement planning, Annette D Matthew provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial future when working with Edward Jones - Financial Advisor: Annette D Matthew.
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.
Jason Leberfeld - TD Wealth Relationship Manager
Jason Leberfeld - TD Wealth Relationship Manager is a finance institution located at 214-32 Jamaica Avenue in New York, United States. As a Relationship Manager, Jason Leberfeld specializes in providing personalized financial advice and solutions to help clients achieve their financial goals. With expertise in wealth management, investment strategies, and financial planning, Jason Leberfeld is dedicated to building long-lasting relationships with clients and helping them navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Leberfeld is committed to providing expert guidance and exceptional service to help you succeed financially.
Bank of America Private Client Advisor Jing J Chen
Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."
H&R Block
H&R Block is a renowned accounting and finance institution located at 39-20 Main Street in New York, United States. With a team of experienced professionals, H&R Block provides expert tax preparation and financial services to individuals and businesses. Whether you need assistance with tax planning, bookkeeping, or financial consulting, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to experience top-notch accounting services in the heart of New York City.
H&R Block
H&R Block is a renowned accounting and finance institution located at 14-48 College Point Boulevard in New York, United States. With a reputation for excellence in tax preparation and financial services, H&R Block is a trusted partner for individuals and businesses seeking expert advice and guidance. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment strategies, H&R Block is committed to providing personalized solutions tailored to your specific needs. Visit their office in New York today to experience their exceptional services firsthand.
HHL Advisors Group Inc. 君恒会计师事务所
HHL Advisors Group Inc. 君恒会计师事务所 is a reputable accounting and finance institution located at 38-08 Union Street in New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Their expertise in accounting and finance makes them a trusted partner for clients looking to manage their finances effectively. Whether you need help with tax planning, auditing, or financial consulting, HHL Advisors Group Inc. is dedicated to providing top-notch service and guidance.
H&R Block
H&R Block is a renowned accounting and finance institution located at 117-02 Rockaway Boulevard in New York, United States. With a team of expert tax professionals and financial advisors, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to helping you achieve your financial goals. Trust in H&R Block for all your accounting and finance needs.
TeleTax Advisors LLC
TeleTax Advisors LLC is a finance institution located at 113-35 Farmers Boulevard in New York, United States. Specializing in tax advisory services, our team of experienced professionals is dedicated to providing personalized and expert guidance to help individuals and businesses navigate the complex world of taxes. Whether you need assistance with tax planning, preparation, or IRS representation, TeleTax Advisors LLC is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Alice Chen CPA
Alice Chen CPA is a reputable accounting and finance institution located at 133-36 41st Road, New York, United States. Specializing in real estate and business tax strategies, our team of professionals is dedicated to providing personalized services and guidance for a wide range of financial and business needs. With over 25 years of experience in public accounting, Alice Chen and her team offer practical accounting solutions, tax-saving strategies, and regular financial reporting to help you control costs and manage your business effectively. Whether you need assistance with individual or business tax focusing on real estate properties, financial planning services, or analyzing business opportunities, Alice Chen CPA is here to help. Contact us for a free 15-minute consultation and let us help you exceed your customers' expectations.
H&R Block
H&R Block is a well-established accounting and finance institution located at 249 16 Hillside Avenue in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block provides expert guidance to help you navigate the complexities of the financial world. Trust H&R Block to handle all your accounting and finance needs with professionalism and efficiency.
Beech Hills Corporation
Beech Hills Corporation is a reputable institution located at 57-28 246th Crescent in New York, United States. Known for its commitment to excellence, Beech Hills Corporation offers a wide range of services to its clients, including financial planning, investment management, and estate planning. With a team of experienced professionals, Beech Hills Corporation is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Beech Hills Corporation can provide the expertise and guidance you need. Visit their office today to learn more about how they can help you secure your financial future.
飞悦税务
Feiyue Taxation is a reputable accounting and finance institution located at 3609 Main Street in New York, United States. Our expert team of professionals is dedicated to providing top-notch tax services to individuals and businesses. With our extensive knowledge and experience in the field, we strive to ensure our clients receive the best financial guidance and support. Trust Feiyue Taxation to handle all your tax and financial needs with precision and efficiency.
Max Tang
Max Tang is a renowned finance institution located at 144-77 41st Avenue in New York, United States. With a strong reputation for providing top-notch financial services, Max Tang offers a wide range of investment opportunities and financial solutions to meet the diverse needs of its clients. The institution is known for its expertise in wealth management, investment banking, and financial planning, making it a trusted partner for individuals and businesses looking to secure their financial futures. With a team of experienced professionals and a commitment to excellence, Max Tang is a leader in the finance industry and a go-to destination for those seeking expert financial guidance.
Advantage Brokerage Services Inc
Advantage Brokerage Services Inc is a reputable financial institution located at 229-14 Linden Boulevard in New York, United States. Specializing in accounting and finance services, they provide expert guidance and assistance to clients in managing their investments, taxes, and financial planning. With a team of experienced professionals, Advantage Brokerage Services Inc is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you need assistance with retirement planning, investment strategies, or tax preparation, this institution offers personalized solutions tailored to your specific needs. Visit Advantage Brokerage Services Inc today to experience the advantage of working with a trusted partner in financial management.
Tommy Davis & Associates
Tommy Davis & Associates is a reputable accounting and finance institution located at 180-19 Linden Boulevard in New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Tommy Davis & Associates to provide accurate and reliable financial guidance to help them achieve their financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 87-05 111th Street in New York, United States. With a reputation for providing expert tax preparation services, financial advice, and guidance, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to providing top-notch services tailored to your specific needs. Visit H&R Block today to experience their exceptional expertise and customer service firsthand.
Triple A Advisors
Triple A Advisors is a leading finance institution located at 3705 74th Street in New York, United States. With a team of experienced financial advisors, Triple A Advisors offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Triple A Advisors is dedicated to providing expert guidance and support every step of the way. Trust Triple A Advisors to provide you with the expertise and resources needed to secure your financial future.
David M. Pyun, Esq.
David M. Pyun, Esq. is a reputable law firm located at 38-39 Bell Boulevard in New York, United States. Specializing in various legal matters, David M. Pyun, Esq. offers expert legal services and guidance to clients in need of legal assistance. With a focus on professionalism, integrity, and dedication, the firm provides top-notch representation and support to clients seeking legal solutions. Whether you are facing a complex legal issue or simply need legal advice, David M. Pyun, Esq. is committed to helping you navigate the legal process with ease and confidence.
Phillips Lytle LLP: Zarlock Preston L
Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.
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