TOP 30 Financial planner in Queens, New York

15 results found

Edward 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.

Ellen 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.

Financial Planner NY is a reputable finance institution located at 3537 36th Street in New York, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, our experts are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.

ATAX - 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.

Merrill 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.

Jack J Seng is a Financial Advisor at Ameriprise Financial Services, LLC located at 108-37 71st Avenue in New York, United States. Jack J Seng holds various certifications including 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®. These certifications demonstrate Jack J Seng's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jack J Seng is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Jack J Seng is committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Michael Juhn, located at 6965 Yellowstone Boulevard in New York, United States, offers personalized wealth management strategies tailored to your specific financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael Juhn can help you manage, grow, and preserve your wealth while addressing potential risks. By understanding your unique needs and preferences, he can design a financial approach that reflects your personality and helps you achieve your goals. As a Certified Financial Planner, Michael Juhn is committed to providing comprehensive financial solutions and personalized investment strategies to help you navigate the complexities of your financial life. Contact Merrill Lynch Wealth Management to learn more about how Michael Juhn can assist you in reaching your financial objectives.

Jean Fils-Aime, Bankers Life Agent is an insurance agency located at 133-33 Brookville Boulevard in New York, United States. Specializing in providing a range of insurance products and services, our agency is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, we strive to offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Jean Fils-Aime, Bankers Life Agent is here to help you navigate the complexities of insurance and secure peace of mind for the future. Contact us today to learn more about our services and how we can assist you in safeguarding your financial well-being.

Brian A. King, CFP is a finance institution located at 110-45 Queens Boulevard, New York, United States. At Brian A. King, clients can expect personalized services in insurance, wealth preservation, retirement, and investment planning. The principal, Brian A. King, is a Certified Financial Planner with extensive experience and qualifications. The firm's mission is to help clients achieve their financial goals through informed decision-making. Visitors to the website can access calculators, articles, and reports to gain a better understanding of financial concepts. Securities are offered through Cadaret, Grant & Co. Inc. Brian King Financial and Cadaret, Grant are separate entities. The institution is licensed in CT, FL, NJ, and NY. Certified Financial Planner (CFP®) is a mark of the Certified Financial Planner Board of Standards, Inc. Clients can check the background of the investment professional for added peace of mind.

Siegel Joan is an accounting and finance institution located at 212-45 26th Avenue in New York, United States. They offer complimentary comprehensive financial consultations and are certified by the Certified Financial Planner Board of Standards, Inc. Securities are offered through Cetera Advisor Networks LLC, a member of FINRA and SIPC, and advisory services are also provided through Cetera Advisor Networks LLC. The individuals affiliated with this institution are licensed and registered in various states to sell insurance products and securities. Customers can check the background of the investment professionals associated with Siegel Joan for peace of mind.

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."

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."

PeterAlcarese CFP, LLC is a reputable accounting and finance institution located in New York, United States. With a team of skilled professionals led by Certified Financial Planner Peter Alcarese, the institution offers a wide range of financial services including tax preparation, investment management, retirement planning, and estate planning. Known for their personalized approach and commitment to helping clients achieve their financial goals, PeterAlcarese CFP, LLC is a trusted partner for individuals and businesses seeking expert financial advice.

Presto Bookkeeping, LLC is a trusted accounting and finance institution located at 13-83 Chandler Street in New York, United States. Our dedicated team focuses on the core of your business, managing your books and keeping them updated for a seamless tax season. We offer payroll services to save you time and eliminate confusion, allowing you to focus on growing your business. Our expert financial planners can assist you in achieving various financial goals, such as buying a house, paying off debt, and saving for your child's education. Trust Presto Bookkeeping, LLC to provide professional and reliable financial services for your business needs.

Welcome to The CPA Group, NYC's premier destination for excellence in accounting and finance services. Located at 2037 48th Street, Queens, New York 11105, we are committed to helping individuals and businesses navigate the complexities of financial management with expertise and precision. As leading CPAs in New York City, we specialize in optimizing tax strategies to minimize liabilities and maximize savings. Our expert tax planning services ensure financial efficiency and compliance, allowing you to focus on what truly matters—achieving your financial goals.