TOP 30 Financial advisor for long term goals in Queens, New York

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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.

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.

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."

Welcome to Ignacio Manuel Mareco: Primerica - Financial Services, your trusted partner in financial solutions, located conveniently at 63-68 Woodhaven Boulevard, Queens, New York. We are dedicated to helping individuals and families achieve their financial goals through personalized strategies and comprehensive services. As a premier finance and insurance agency, we offer a wide range of products including life insurance, investment opportunities, and financial planning tailored to meet your unique needs. Our team of experienced professionals is committed to providing exceptional service and expert guidance, ensuring you have the knowledge and tools necessary to make informed financial decisions. Whether you're planning for retirement, seeking to protect your family's future, or looking to invest wisely, we are here to help every step of the way.

Aimdar Advisory Group ☂️ 安达财富 is a comprehensive financial, health, and insurance agency located at 118-35 Queens Boulevard in New York, United States. Our experienced team of advisors offers personalized solutions to help you achieve your financial goals and protect your health and assets. Whether you are planning for retirement, looking for health insurance options, or seeking to secure your family's future, Aimdar Advisory Group has the expertise and resources to guide you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.

Steven Silber, CFP, CLTC is a reputable finance and insurance agency located at 46-08 Francis Lewis Boulevard in New York, United States. With a team of experienced professionals, they specialize in providing comprehensive financial planning and long-term care insurance services to help clients achieve their financial goals and protect their assets. Whether you are looking to invest for the future or secure your financial well-being, Steven Silber, CFP, CLTC is dedicated to providing personalized solutions tailored to your individual needs. Visit their office today to start planning for a secure financial future.

Jiah Kim & Associates P.C. is a legal institution located at 35-14 150th Place, New York, United States. Our firm is dedicated to empowering individuals and families to maintain control over their financial well-being and ensure their hard-earned wealth remains a source of opportunity and prosperity. We specialize in crafting personalized legal strategies to protect and enhance your financial independence, allowing you to pass on your assets to loved ones without interference. Our services include helping clients navigate the complexities of managing international assets, assisting families with caring for aging members, and safeguarding hard-earned assets for the future. We offer expertise in entity formation, IP management, insurance, tax strategies, and more. Our legal counsel for startup companies ensures businesses start off on the right foot.

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.

C - Life and Partners is a leading finance institution located at 10-11 Nameoke Street in New York, United States. We specialize in providing a wide range of financial services, including investment management, wealth planning, and risk management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, C - Life and Partners is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Edward Jones is a renowned finance institution located at 21333 39th Avenue in New York, United States. With a strong reputation for providing personalized financial services and investment advice, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to guiding you every step of the way. Visit their office in New York to start your journey towards financial success.

June Woo is a reputable finance institution located at 25715 Union Turnpike in New York, United States. With a strong focus on providing top-notch financial services, June Woo is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, June Woo's team of experts is here to help. Trust June Woo to provide you with the personalized and professional financial guidance you need to secure your financial future.

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.

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.

Cooper Investors Inc is a reputable finance institution located at 141-07 20th Avenue in New York, United States. With a focus on providing expert financial advice and investment services, Cooper Investors Inc is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the stock market, the experienced team at Cooper Investors Inc is dedicated to providing personalized solutions tailored to your specific needs. Trust in Cooper Investors Inc for all your financial needs and start building a brighter financial future today.

Citi Private Wealth Management (PWM) is a prestigious financial institution located at 176 Union Turnpike in New York, United States. As a leading provider of wealth management services, Citi PWM offers tailored financial solutions to high-net-worth individuals and families. With a team of experienced wealth managers and financial advisors, Citi PWM is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, estate planning services, or retirement planning solutions, Citi PWM has the expertise and resources to meet your needs. Visit us today to learn more about how we can help you grow and protect your wealth.

Qianshen Zhou is a reputable finance institution located at 150-38 Northern Boulevard in New York, United States. With a focus on providing top-notch financial services and solutions, Qianshen Zhou is known for its expertise in investment management, wealth planning, and financial advisory. The institution prides itself on its commitment to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a track record of success, Qianshen Zhou is a trusted partner for individuals and businesses seeking financial guidance and support.

Arrowpoint Tax Services Inc, located at 1741 Hunt Avenue in New York, is a leading accounting and finance institution that provides comprehensive tax and bookkeeping services for both businesses and individuals. Our team of certified and experienced accountants work closely with clients to ensure tax compliance and efficient accounting systems. Serving clients across various locations including the Bronx, Queens, and New Jersey, we offer a full range of financial services tailored to meet each client's unique needs. At Arrowpoint Tax Services Inc, we prioritize client satisfaction and transparency in all our interactions. Our personalized client onboarding process begins with a confidential consultation to understand your financial goals and objectives. Whether you need assistance with income tax preparation or long-term financial planning, our dedicated accountants are here to help.

FNS Inc is a leading institution located at 14426 156th Street in New York, United States. We specialize in providing top-notch financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or wealth management, FNS Inc is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Probate Kings County: Your Trusted Partner in Estate Management Welcome to Probate Kings County, a dedicated local government office located at 1110 Pennsylvania Avenue, Brooklyn, New York 11207. We specialize in providing comprehensive probate law services to the residents of Kings County, New York. With extensive experience in handling estates, whether testate or intestate, our team is committed to delivering practical advice and solutions tailored to meet your legal and business objectives efficiently and cost-effectively.