TOP 30 Finance advisor usa in Queens, New York

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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.

Merrill Lynch Financial Advisor Shelley Cohen, located at 6965 Yellowstone Boulevard in New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Shelley Cohen, an experienced financial advisor, provides services such as investment management, financing, retirement planning, and trust and estate planning consultation. With over 40 years in financial services, Shelley offers valuable perspective and guidance to her clients. She works closely with clients to understand their needs, define their goals, and establish plans to meet their current and future financial objectives. By collaborating with clients and staying up-to-date on market events, Shelley helps clients grow and preserve their wealth. Additionally, she enjoys spending time with her family, cooking, playing golf, watching movies, and attending the theatre. As a Merrill advisor, Shelley focuses on understanding clients' goals and priorities to develop a personalized financial plan. With access to investment insights from Merrill and banking solutions from Bank of America, Shelley helps clients address their financial needs and pursue their most important goals. Through conversations and assessments, Shelley helps clients manage, grow, and preserve their wealth while adapting to changing life circumstances. By providing advice and guidance tailored to each client's unique situation, Shelley aims to help clients achieve financial success and reach their long-term goals.

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™ 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.

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.

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.

Merrill Lynch Financial Advisor Deborah Kamer is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. Their team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They believe in managing your wealth by understanding your full financial picture and creating flexible strategies to navigate changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you pursue your goals through personalized wealth management strategies.

Jennaydra Jordan, Principal & Financial Advisor at JD Growth Financial Strategies, LLC, located at 97-77 Queens Boulevard, New York, United States, offers custom financial guidance to help clients enjoy today and have peace for tomorrow. New York Life is dedicated to serving professional advisors, providing personalized guidance to give clarity about financial situations and help clients achieve their goals. With practical education and step-by-step guidance, clients can better understand their finances and make wise decisions for themselves and their families. The team at JD Growth Financial Strategies tailors recommendations to suit individual needs and objectives, offering hands-on support in every phase of the financial journey. Jennaydra Jordan is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Investment advisory services are offered through Eagle Strategies, LLC. Clients can gain insight into their financial goals by entering basic details about their current situation. Neither JD Growth Financial Strategies nor New York Life provide tax, legal, or accounting advice, so clients are encouraged to consult their own professionals.

Merrill Lynch Financial Advisor Corey Christopher Rolling is a reputable finance institution located at 6965 Yellowstone Boulevard in New York, United States. With a strong focus on providing personalized financial advice and services, Corey Christopher Rolling and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Corey Christopher Rolling offers expert guidance and support to help you make informed financial decisions.

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.

NLB Advisors is a finance institution located in New York, United States. We specialize in providing expert guidance and advice on Medicare insurance planning through our Certified Medicare Insurance Planner™ designation. Our team of experienced professionals can help individuals approaching the age of 65 navigate the complexities of transitioning to Medicare and ensure they have the right coverage for their medical needs. We believe that a well-thought-out plan is essential for achieving financial goals, whether it be retirement or preparing for the future. Trust NLB Advisors to help you start your journey towards a secure and comfortable future. Remember, "You can't know how to get where you're going until you know where you're starting from."

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.

Edward Jones - Financial Advisor: Paul Fishman, AAMS™ is a reputable finance institution located at 181-22 Union Turnpike in New York, United States. As a trusted financial advisor, Paul Fishman, AAMS™ 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: Paul Fishman, AAMS™ offers a wide range of investment options and strategies to meet the individual needs of each client. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Paul Fishman, AAMS™ is dedicated to helping you navigate the complexities of the financial world and secure your financial future.

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.

Progreso Accountants & Advisors is a leading institution located at 82-09 Roosevelt Avenue in New York, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing top-notch financial advice and support to individuals and businesses alike. Whether you need help with tax preparation, investment planning, or insurance coverage, we are here to help you navigate the complexities of the financial world. Trust Progreso Accountants & Advisors to help you achieve your financial goals and secure your future.

Acentus Capital Advisors is a prominent finance institution located at 3808 Union Street in New York, United States. With a team of experienced financial experts, Acentus Capital Advisors offers a wide range of financial services including investment management, wealth management, and financial planning. Their commitment to providing personalized and strategic financial solutions sets them apart in the industry. Whether you are an individual investor or a corporate client, Acentus Capital Advisors is dedicated to helping you achieve your financial goals.

Park Woo Finance & Trading is a premier financial institution located at 156-11 Northern Boulevard in New York, United States. Specializing in finance and trading services, our team of experts is dedicated to providing top-notch financial solutions to our clients. With a commitment to excellence and a reputation for reliability, Park Woo Finance & Trading is the go-to choice for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Edward W Blatz, located at 6965 Yellowstone Boulevard in New York, United States, is a top-tier finance institution dedicated to providing exemplary client service. Recognized by Forbes for having one of the "Best-in-State Wealth Management Teams" in 2024, the team at Merrill is supported by global resources and consists of talented individuals committed to building strong client relationships based on trust and personalized service. As a Senior Resident Director - Wealth Management Advisor, Edward W Blatz and his team take a hands-on approach to financial guidance, focusing on long-term strategies tailored to each client's specific needs, goals, and risk tolerance. By listening to clients' aspirations and priorities, they help develop personalized plans to manage, grow, and preserve wealth, while also addressing future goals such as healthcare expenses, education funding, and wealth transfer. With access to investment insights from Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Edward W Blatz is dedicated to helping clients achieve financial stability and independence, providing an exemplary level of service and advice to become a lifetime resource for their financial well-being.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

USA Tax Savers is a division of N. Orlando Accounting Services Inc. located at 152-53 10th Avenue in New York, United States. We specialize in providing expert accounting and finance services to individuals and businesses looking to maximize their tax savings. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and find opportunities to save money. Whether you need assistance with tax preparation, planning, or consulting, USA Tax Savers is here to help you achieve your financial goals. Trust us to provide personalized and efficient service to meet your specific needs.

Braj Aggarwal, CPA, P.C. is a reputable CPA firm located in Queens, New York. Specializing in accounting and finance services, they provide expert financial advice and assistance to individuals and businesses in the area. With a commitment to excellence and professionalism, Braj Aggarwal, CPA, P.C. is dedicated to helping clients achieve their financial goals. Visit their office at 37-05 74th Street to learn more about their services and how they can help you with your financial needs.

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.

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.

Ace Tax Services is a top-rated tax preparation institution located in Queens, New York. Our team of experienced tax preparers is dedicated to providing accurate and efficient tax services to individuals and businesses. Whether you need help with personal taxes or corporate tax filings, we are here to help. Visit us at 189-17 Jamaica Avenue for all your accounting and finance needs.

Tax & Finance Solutions Inc is a leading accounting and finance institution located at 7519 Broadway in New York, United States. We specialize in providing expert tax and financial services to individuals and businesses. Our experienced team of professionals is dedicated to helping our clients navigate the complex world of taxes and finances, ensuring compliance with regulations and maximizing financial outcomes. Whether you need assistance with tax preparation, financial planning, or business accounting, Tax & Finance Solutions Inc is here to help. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

Tax Geek USA is a leading accounting and finance institution located in New York, United States. Our team of experts are dedicated tax geeks who specialize in providing top-notch tax services and financial advice to individuals and businesses. With years of experience and a passion for numbers, we are committed to helping our clients navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, planning, or consulting, Tax Geek USA is here to help you achieve your financial goals. Trust the geeks to handle all of your accounting and finance needs with precision and expertise.

Fisher Stone Tax Accountant Of Queens P.C. is a trusted accounting and finance institution located at 7525 141st Place in New York, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses in the Queens area. Whether you need help with tax preparation, planning, or IRS representation, Fisher Stone Tax Accountant Of Queens P.C. is dedicated to helping you navigate the complexities of the tax system with ease and efficiency. Contact them today for expert financial advice and personalized solutions tailored to your specific needs.

Capital Advisors NY LLC is a leading accounting and finance institution located in New York, United States. With a prime location at 42-16 28th Avenue, our team of experienced professionals provide expert financial advice and services to clients in the area. Whether you are looking for assistance with tax planning, investment strategies, or general financial management, our team is dedicated to helping you achieve your financial goals. Trust Capital Advisors NY LLC to provide you with top-notch financial guidance and support.

Queens Business Solutions Corp is a reputable accounting and finance institution located at 37-53 90th Street in New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to helping our clients achieve their financial goals and providing them with the support and guidance they need to succeed. Contact us today to learn more about how we can help you with your accounting and finance needs.

ATAX in Corona, Queens, NY is a reputable accounting and finance institution located at 106-04 Corona Avenue in New York, United States. Our experienced professionals provide a wide range of services including tax preparation, bookkeeping, payroll, and financial planning. With a focus on accuracy and efficiency, we strive to help individuals and businesses navigate the complexities of their finances with ease. Visit us today to experience personalized and reliable financial services.