Financial advisor resources in Queens, New York

Primerica Financial Services is a finance and insurance agency located at 63-112A Woodhaven Boulevard in New York, United States. With a focus on providing financial education and services to individuals and families, Primerica offers a range of products including life insurance, mutual funds, and debt consolidation services. Their team of knowledgeable financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Primerica Financial Services today to learn more about their offerings and how they can help you reach your financial objectives.

E 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.

David Kim: Primerica - Financial Services is a reputable finance and insurance agency located at 251-73 Jericho Turnpike in New York, United States. With a focus on providing top-notch financial services, David Kim and his team offer a wide range of products and services to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Primerica has the expertise and resources to assist you every step of the way. Trust in David Kim and Primerica to help secure your financial future.

Nalini Sing: Primerica - Financial Services is a reputable finance and insurance agency located at 158-01 Cross Bay Boulevard in New York, United States. With a focus on providing high-quality financial services, Nalini Sing and her team are dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Nalini Sing: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs. Contact them today to start securing your financial future.

Merrill 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.

Northwestern Mutual Financial, located at 6903 Fresh Pond Road in New York, United States, is a trusted institution in the finance industry. Our experienced financial advisors are dedicated to helping you protect your family and achieve your goals. We offer a wide range of financial options, including investments and insurance, tailored to your specific needs. With top ratings from major agencies and recognition for exceptional customer experience, Northwestern Mutual is committed to providing you with the best financial solutions. Our personalized plans take into account your current and future priorities, ensuring that you can make informed decisions today and in the future.

Merrill Lynch Financial Advisor Susan N Preslier, located at 6965 Yellowstone Boulevard in New York, United States, is a finance institution dedicated to providing personalized financial strategies tailored to each client's risk tolerance, time horizon, and liquidity needs. Backed by the global resources of Merrill, the team at Merrill Lynch is made up of experienced professionals committed to building strong client relationships based on trust and personalized service. The institution believes that success can be achieved by making investment-related decisions that align with personally meaningful goals. By utilizing the Investment Personality Assessment, they aim to understand each client's investing preferences and customize a financial approach to help them pursue their unique objectives.

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.

Primerica Financial Services is a finance institution located on 115th Avenue in New York, United States. As a leading provider of financial services, Primerica offers a range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or insurance options, Primerica has the expertise and resources to help you make informed decisions and secure your financial future. With a commitment to financial education and empowerment, Primerica is dedicated to helping clients build a solid financial foundation and achieve long-term success.

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.

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."

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.

Welcome to Chang Uk Kim - Prudential Financial, your trusted partner in navigating the world of finance and insurance. Conveniently located at 158-14 Northern Boulevard in the vibrant borough of Queens, New York, we are dedicated to providing personalized financial strategies and insurance solutions that meet your unique needs and goals. At Chang Uk Kim - Prudential Financial, we understand that financial planning and securing your future can be complex and overwhelming. Our experienced team is here to guide you every step of the way, offering expert advice and tailored services that ensure peace of mind and financial stability. Whether you're planning for retirement, investing for the future, or seeking comprehensive insurance coverage, we have the expertise and resources to help you make informed decisions.

Welcome to the Bank of America Financial Center, conveniently located at 10726 Continental Avenue in the heart of Queens, New York. As a trusted leader in the banking and finance industry, we are committed to providing exceptional financial services to meet the diverse needs of our community. Our Queens location offers a full range of banking solutions, including personal and business accounts, loans, mortgages, investment advice, and more. Our team of experienced financial professionals is dedicated to delivering personalized service and expert guidance to help you achieve your financial goals. Whether you're managing day-to-day banking or planning for the future, Bank of America Financial Center is here to support you with innovative tools and resources. Visit us today and experience the difference of banking with a partner who truly cares about your financial well-being.

Welcome to Jeffrey Engelman - Prudential Financial, your trusted partner in navigating the world of finance and insurance. Conveniently located at 82-12 151st Avenue in the heart of Queens, New York, we are dedicated to helping individuals, families, and businesses achieve their financial goals with confidence. At Jeffrey Engelman - Prudential Financial, we offer a comprehensive range of services tailored to meet your unique needs. From life insurance and retirement planning to investment management and wealth protection, our experienced team is here to provide personalized solutions and expert guidance every step of the way.

Welcome to Steven Shenkman - Prudential Financial, your trusted partner in navigating the complexities of finance and insurance. Conveniently located at 82-12 151st Avenue in the heart of Queens, New York, we are dedicated to providing personalized financial strategies and comprehensive insurance solutions tailored to meet your unique needs. At Steven Shenkman - Prudential Financial, we understand that financial planning and insurance decisions are integral to securing your future. With years of experience in the industry, our knowledgeable team is committed to guiding you through every step of the process, ensuring you have the information and resources needed to make informed decisions.

Welcome to Robenson Compere - Prudential Financial, your trusted partner in navigating the complexities of finance and insurance. Conveniently located in the heart of Queens, New York, at 82-12 151st Avenue, we pride ourselves on offering personalized financial solutions tailored to meet the unique needs of our clients. At Robenson Compere - Prudential Financial, we understand that your financial goals are as unique as you are. Whether you are planning for retirement, securing your family's future, or looking to invest wisely, our team of experienced professionals is here to guide you every step of the way. We offer a comprehensive range of services, including life insurance, investment management, retirement planning, and more.

Welcome to Amanda Rivera, Queens Real Estate Located at 23421 41st Avenue in the vibrant community of Queens, New York, Amanda Rivera, Queens Real Estate is your go-to agency for all your property needs. Specializing in helping first-time buyers, sellers, and investors, Amanda Rivera is dedicated to making your real estate journey smooth, informed, and successful.

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.

H&R Block is a well-established accounting and finance institution located at 47-46 Vernon Boulevard in New York, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to navigate the complexities of tax laws and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and maximize their returns. Whether you're filing your personal taxes or seeking guidance on investment strategies, H&R Block is committed to delivering personalized and efficient service to meet your needs.

A To Z Center Too Inc. is a renowned institution located at 220-24 Jamaica Avenue in New York, United States. We are dedicated to providing top-quality education and services to our community. Our center offers a wide range of programs and resources for individuals of all ages, including academic tutoring, vocational training, and personal development courses. With a team of experienced and passionate professionals, we strive to empower our students and help them reach their full potential. Visit us today to explore the opportunities available at A To Z Center Too Inc.

The New York School for Medical & Dental Assistants is a licensed and accredited institution located at 33-10 Queens Boulevard, New York, United States. Offering a Medical Assisting Degree granting program that can be completed in sixteen months, NYSMDA is dedicated to providing unmatched training in the Medical and Dental Assisting fields. The institution is recognized as a 2018-2019 ACCSC School of Excellence Award Recipient and is committed to using all resources to provide job opportunities to graduates. Since its establishment in 1967, NYSMDA has been known for its commitment to excellence in education. The institution offers day and evening classes, expert faculty, modern equipment, and effective Career Services Assistance to aid students in their job seeking endeavors. Both the Dental Assisting Program and the Medical Assisting Degree program include hands-on clinical training and an externship at the end of the program.

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.

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.

Charles Schwab is a renowned financial institution located at 72-19 Austin Street in New York, United States. Known for its exceptional financial services and investment opportunities, Charles Schwab offers a wide range of services including wealth management, retirement planning, trading, and banking. With a reputation for reliability and expertise in the finance industry, Charles Schwab is a trusted partner for individuals and businesses looking to achieve their financial goals.

PLAK Funding Group is a reputable financial institution located at 118-35 Queens Boulevard in New York, United States. Specializing in finance, PLAK Funding Group offers a wide range of services including loans, investment opportunities, and financial consulting. With a team of experienced professionals, PLAK Funding Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to start a new business, purchase a home, or grow your investment portfolio, PLAK Funding Group is committed to providing personalized solutions to meet your needs. Contact us today to learn more about how we can help you secure your financial future.

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.

Ik Koo Kang, CPA is a well-established accounting and finance institution located at 35-35 149th Street in New York, United States. Our team offers a wide range of services to help clients secure a solid financial future. We specialize in cutting-edge bookkeeping, accounting, taxation, and financial solutions to drive growth and wealth in our client's businesses and personal lives. As approved Certifying Acceptance Agents, we focus on obtaining US Individual Taxpayer Identification Numbers (ITINs) and staying up-to-date on evolving legislation and technological advancements. Our dedicated team ensures accurate, well-organized financial information for both corporate and personal financial health. We provide expert guidance on tax planning, preparation, interpretation, nonprofit tax planning, regulatory compliance, and more. With a commitment to excellence, we tailor our services to meet the unique needs and goals of each client, prioritizing quality and accuracy to save valuable time and resources.

Smiley Tax Service is a comprehensive tax, accounting, and insurance agency located at 237-33 Jamaica Avenue in New York, United States. Specializing in tax resolution, tax preparation, accounting, controller services, bookkeeping, payroll, and insurance services, we cater to small and mid-sized businesses in Bellerose, NY. Our services go beyond just tax preparation – we also offer retirement and group health plans to attract and retain talent, timekeeping technology for improved productivity, payroll processing on desktop or mobile, human resources management, and streamlined hiring and onboarding processes.