TOP 30 Finance advisor new york in Queens, New York
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UNFCU Financial Advisors
● OpenUNFCU Financial Advisors is a leading financial institution located at 24-01 44th Road in New York, United States. As a finance institution, UNFCU Financial Advisors offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, UNFCU provides personalized financial planning, investment management, and retirement solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, UNFCU Financial Advisors is dedicated to helping you succeed.
24-01 44th Rd, Long Island City, NY 11101, United States -
Jazurek - Financial Advisor
● ClosedJazurek - 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.
6001 Madison St, Ridgewood, NY 11385, United States -
Mohammed Y. Islam - TD Wealth Financial Advisor
● ClosedMohammed 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.
5801 Myrtle Ave, Queens, NY 11385, United States -
Edward Jones - Financial Advisor: Alex Cojocaru
● OpenEdward Jones - Financial Advisor: Alex Cojocaru is a trusted finance institution located at 47-01 Queens Boulevard in New York, United States. With a focus on personalized financial planning and investment strategies, Alex Cojocaru and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Alex Cojocaru today to schedule a consultation and start planning for a secure financial future.
47-01 Queens Blvd #208, Sunnyside, NY 11104, United States -
Edward Jones - Financial Advisor: Vincent C Renda, CFP®|AAMS™
● ClosedEdward 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.
47-01 Queens Blvd #208, Sunnyside, NY 11104, United States -
Ellen H Fuentes - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEllen 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.
4130 75th St, 3 Elmhurst Ave Fl 1 Ste, Elmhurst, NY 11373, United States -
Edson De La Cruz - TD Wealth Financial Advisor
● ClosedEdson De La Cruz - TD Wealth Financial Advisor is a trusted financial institution located at 7955 Metropolitan Avenue in New York, United States. As a leading finance advisor, they provide expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong focus on wealth management and investment strategies, Edson De La Cruz - TD Wealth Financial Advisor is dedicated to helping individuals and businesses secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, their team of experienced professionals is committed to providing you with the highest level of service and expertise. Contact them today to schedule a consultation and take the first step towards financial success.
7955 Metropolitan Ave, Middle Village, NY 11379, United States -
Edward Jones - Financial Advisor: Sean Wynne
● OpenEdward 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.
115-10 Beach Channel Dr, Rockaway Park, NY 11694, United States -
Jane Donnelly - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJane Donnelly is a financial advisor at Ameriprise Financial Services, LLC located at 11412 Beach Channel Drive in New York, United States. With a focus on finance, Jane offers personalized financial advice and solutions to help clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus," so clients can find the right match for their needs. Clients can review Jane's background, credentials, and experience to ensure they are making the best choice for their financial future. By filling out the "Request consultation" form, clients can connect with Jane for a complimentary initial consultation to discuss their financial goals and create a personalized financial plan.
Belle Harbor Professional Building, 11412 Beach Channel Dr Ste 8, Rockaway Park, NY 11694, United States -
Business Plus - Tax Preparation Service, Ridgewood, New York
● ClosedBusiness Plus is a professional tax preparation service located in Ridgewood, New York. Our experienced team of accountants and finance experts are dedicated to helping individuals and businesses navigate the complexities of tax season with ease. Conveniently located at 60-01 Madison Street, we offer personalized and efficient tax preparation services to ensure that our clients receive the maximum deductions and credits they are entitled to. Trust Business Plus to handle all of your tax needs with accuracy and professionalism.
60-01 Madison St, Ridgewood, NY 11385, United States -
FACTS Accountants & Advisors
● OpenFACTS Accountants & Advisors is a leading accounting and finance institution located at 48-23 Skillman Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of accounting and advisory services to individuals and businesses. Our expertise includes tax preparation, financial planning, auditing, and consulting. We are dedicated to helping our clients achieve their financial goals and make informed decisions. Visit us today to see how we can help you with your accounting and finance needs.
48-23 Skillman Ave, Sunnyside, NY 11104, United States -
ATAX - Forest Ave. Queens, NY
● ClosedATAX - Forest Ave. Queens, NY is a reputable accounting and finance institution located at 6242 Forest Avenue in Queens, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
6242 Forest Ave, Queens, NY 11385, United States -
New York Life
● ClosedNew York Life is a well-established finance, health, and insurance agency located at 89-58 215th Place in New York, United States. With a strong reputation for providing reliable and comprehensive financial and insurance services, New York Life is committed to helping individuals and families secure their future and protect their assets. Whether you are looking for life insurance, health insurance, retirement planning, or investment options, New York Life offers a range of products and services to meet your needs. Trust in New York Life to provide you with expert guidance and personalized solutions to help you achieve your financial goals.
89-58 215th Pl, Queens Village, NY 11427, United States -
Queen City Financial Group
● ClosedQueen City Financial Group is a premier finance and insurance agency located at 305 Spindrift Drive in Williamsville, New York. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, Queen City Financial Group is here to provide personalized solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.
305 Spindrift Dr, Williamsville, NY 14221, United States -
E Mark Lewis, Financial Professional - New York Life
● OpenE Mark Lewis, Financial Professional at New York Life, is a trusted and experienced advisor in the finance and insurance industry. Located at 420 Lexington Avenue in New York, United States, E Mark Lewis offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a focus on personalized and tailored solutions, E Mark Lewis is dedicated to providing top-notch customer service and expertise in the field. Whether you are looking for retirement planning, investment strategies, or insurance coverage, E Mark Lewis is your go-to resource for all your financial needs. Trust in E Mark Lewis to guide you towards a secure and prosperous financial future.
420 Lexington Ave 14th & 15th Floor, College Point, NY 10170, United States -
Merrill Lynch Financial Advisor Michael T Rooney
● ClosedMerrill Lynch Financial Advisor Michael T Rooney is a prestigious finance institution located at 6965 Yellowstone Boulevard, New York, United States. This institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The team is comprised of talented and experienced individuals supported by the global resources of Merrill. The institution focuses on assisting families, individuals, and business owners in developing long-term financial strategies. They emphasize a hands-on approach to financial guidance and strive to provide an exemplary level of service and advice to all clients. The team believes in a long-term approach to investing based on each client's specific financial needs, goals, and risk tolerance. They work with clients to develop personalized plans to help manage, grow, and preserve their wealth. By getting to know each client personally, the team at Merrill Lynch can customize financial approaches to help clients pursue their goals and address fluctuations in the market. The institution offers a range of services including personalized investment strategies and comprehensive financial solutions. With a focus on putting the client first, Merrill Lynch Financial Advisor Michael T Rooney is dedicated to helping clients achieve their financial goals.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
Merrill Lynch Financial Advisor Palavi J Malik
● ClosedMerrill Lynch Financial Advisor Palavi J Malik is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. The institution specializes in providing personalized financial planning services through Merrill Personal Wealth Analysis™. By focusing on your goals and priorities, the financial advisor helps you navigate through life's changes and create a customized plan to achieve your aspirations. Through in-depth conversations and the Investment Personality Assessment, the institution aims to understand your unique financial preferences and goals. By staying informed about your life changes, the institution can adapt your financial approach to reflect your evolving needs and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the financial advisor works with you to develop a comprehensive approach to address your financial needs.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
Merrill Lynch Financial Advisor Esther Luk
● ClosedMerrill 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.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
Merrill Lynch Financial Advisor Andy A Rubio
● ClosedMerrill Lynch Financial Advisor Andy A Rubio is a finance institution located at 36-35 Bell Boulevard, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, we are dedicated to helping clients achieve their financial goals. Our advisors offer a wide range of services, including investment advisory and financial planning. Please note that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. We provide information about products and services that may be of interest to you, and strive to help you achieve the life you want.
36-35 Bell Blvd, Bayside, NY 11361, United States -
Edward Jones - Financial Advisor
● OpenEdward Jones - Financial Advisor is a reputable institution located at 181-22 Union Turnpike in New York, United States. Specializing in accounting and finance, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, we provide personalized guidance and tailored solutions to meet your individual needs. With a focus on long-term relationships and a commitment to excellence, Edward Jones - Financial Advisor is your trusted partner in financial planning.
181-22 Union Tpke, Flushing, NY 11366, United States -
Merrill Lynch Financial Advisor Steven T. Kim
● ClosedMerrill Lynch Financial Advisor Steven T. Kim is a finance institution located at 6965 Yellowstone Boulevard, New York, United States. Our personalized wealth management strategies are designed to help you pursue your financial goals through a deep understanding of your full financial picture. We offer access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our focus is on family, goals, and priorities, adapting to your changing needs over time. We believe in personalized financial planning, starting with a conversation to understand your goals and priorities. Our Investment Personality Assessment helps us customize a financial approach tailored to what matters most to you. We provide ongoing support to help you stay on track and adjust your approach as your life evolves. Let us work with you to design a comprehensive financial strategy that aligns with your goals and helps manage investment risk. Your financial success is our priority, and we are committed to helping you achieve your goals for the future. Contact us today to learn more about how we can help you navigate the complexities of your financial life and build a customized investment approach that suits your needs.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
Merrill Lynch Financial Advisor Frank Vincent Guzzone
● ClosedMerrill Lynch Financial Advisor Frank Vincent Guzzone, located at 6965 Yellowstone Boulevard, New York, United States, is dedicated to helping successful business owners and career professionals navigate the complexities of wealth creation and preservation. With a background in film and a passion for storytelling, Frank strives to create personalized financial plans that align with his clients' aspirations and lifestyle needs. By incorporating a 360° planning discipline, Frank addresses both sides of his clients' balance sheets, offering guidance on credit, lending, and budgeting to help streamline their daily finances. Through collaboration and careful planning, Frank aims to bring order to his clients' financial lives, empowering them to pursue their goals with confidence and purpose. With a focus on building strong client relationships based on trust and personalized service, Frank and his team at Merrill Lynch Wealth Management provide comprehensive financial solutions tailored to each client's unique needs and priorities. By shifting the focus from chasing money to pursuing impact, passion, and purpose, Frank helps his clients use money as a tool to build a life they love and find meaningful. With a commitment to understanding his clients' goals and priorities at every stage of their lives, Frank provides ongoing support and guidance to help them stay on track and adapt their financial approach as needed. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Frank is dedicated to helping you make informed investment decisions that align with your personal values and long-term objectives. Through regular check-ins and adjustments to your financial strategy, Frank ensures that your approach remains aligned with your evolving goals and aspirations. Partner with Frank Vincent Guzzone to take control of your financial future and pursue the life you envision.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
EMCR Advisors
● ClosedEMCR Advisors is a reputable finance institution located at 91-31 Queens Boulevard in New York, United States. With a team of experienced financial advisors, EMCR Advisors specializes in providing tailored financial solutions to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, EMCR Advisors is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to client satisfaction set them apart as a trusted partner in the world of finance.
91-31 Queens Blvd #308, Elmhurst, NY 11373, United States -
Intellect Advisor-LPL Financial
● OpenIntellect Advisor-LPL Financial is a reputable finance and insurance agency located at 3706 82nd Street in New York, United States. With a team of experienced financial advisors, they provide personalized investment strategies and insurance solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, Intellect Advisor-LPL Financial offers expert guidance and a wide range of financial services to meet your needs. Trust in their expertise and commitment to helping you secure a stable financial future.
3706 82nd St Suite 202, Queens, NY 11372, United States -
Robert A.Duke, MBA PRIMERICA ADVISORS
● ClosedRobert A. Duke, MBA PRIMERICA ADVISORS is a finance institution located at 6368 Woodhaven Boulevard in New York, United States. Led by the experienced financial advisor Robert A. Duke, who holds an MBA degree, this institution specializes in providing comprehensive financial planning and investment advice to individuals and businesses. With a focus on helping clients achieve their financial goals and secure their financial future, Robert A. Duke, MBA PRIMERICA ADVISORS is dedicated to providing personalized and professional services to each client. Whether you are looking to build wealth, save for retirement, or plan for your children's education, this institution can help you navigate the complexities of the financial world and make informed decisions.
6368 Woodhaven Blvd, Queens, NY 11374, United States -
TOLF Tax & Accounting Queens
● ClosedTOLF Tax & Accounting Queens is a comprehensive financial institution located at 147-17 Union Turnpike in New York, United States. Specializing in accounting, finance, and local government office services, we provide a wide range of tax solutions for individuals and businesses. Our services include preparing 1040 Tax Returns for all types of income, such as W2, 1099, and SSI. We also offer tax services for various types of businesses, including Sole Proprietorships, Corporations, LLCs, and Partnerships. If you have received a letter from the IRS, our team can assist with amended returns, IRS returns, and resolving account issues.
147-17 Union Tpke, Queens, NY 11367, United States -
PW Advisors
● ClosedPW Advisors is a reputable accounting and finance institution located at 251-73 Jericho Turnpike in New York, United States. With a team of experienced professionals, PW Advisors offers a wide range of financial services to individuals and businesses. From tax planning and preparation to investment strategies and financial consulting, PW Advisors is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, PW Advisors is a trusted partner in navigating the complexities of the financial world.
251-73 Jericho Turnpike Suite 405, Queens, NY 11426, United States -
Timothy Harding , Investment Advisor Representative
● ClosedTimothy Harding, Investment Advisor Representative, is a leading finance institution located at 23-91 Bell Boulevard in New York, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized investment strategies. With a strong focus on integrity and transparency, we provide expert guidance and support to individuals and businesses looking to build and protect their wealth. Contact us today to schedule a consultation and start planning for a secure financial future.
23-91 Bell Blvd LL3a, Bay Terrace, NY 11360, United States -
Edson De La Cruz - TD Wealth Financial Advisor
● ClosedEdson 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.
76-02 Main St, Queens, NY 11367, United States -
Omor Elahi - TD Wealth Financial Advisor
● ClosedOmor Elahi - TD Wealth Financial Advisor is a trusted financial institution located at 36/50 Queens Boulevard in New York, United States. As a finance institution, they provide expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Omor Elahi - TD Wealth Financial Advisor is dedicated to helping individuals and families build and preserve their wealth for the future. Their team of experienced financial advisors are committed to providing top-notch service and guidance to help clients navigate the complexities of the financial world. Contact Omor Elahi - TD Wealth Financial Advisor today to start planning for a secure financial future.
108, 36/50 Queens Blvd, Forest Hills, NY 11375, United States
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