TOP Financial planner in Queens, New York

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."

Valle Verde Group LLC is a reputable accounting and finance institution located at 5502 69th Street in New York, United States. With a team of experienced professionals, Valle Verde Group LLC offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients achieve their financial goals. Trust Valle Verde Group LLC for all your accounting and finance needs.

E G Edwards & Associates is a reputable accounting and finance institution located at 22312 Linden Boulevard in New York, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, tax preparation, and investment management. Their dedication to providing personalized and high-quality services has earned them a strong reputation in the industry. Whether you are an individual or a business, E G Edwards & Associates is committed to helping you achieve your financial goals.

Offsey & Associates CPA P.C is an accounting and finance institution located at 144 Lake Avenue, Deer Park, New York, United States. Our team is dedicated to helping clients make and keep more money, ultimately improving their quality of life and business value. We serve clients not only in Deer Park, but also all over Long Island, Queens, New York City, and even Nationwide. Take control of your finances and click to learn more about how we can assist you.

C&W Tax & Accounting, Co. is a reputable accounting and finance institution located at 6833 Loubet Street in New York, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Trust C&W Tax & Accounting, Co. for all your accounting and finance needs.

Welcome to A & M Accounting Services Located in the heart of Queens, New York, A & M Accounting Services is your trusted partner for comprehensive financial solutions. With a commitment to excellence and a personalized approach, we cater to the diverse accounting needs of individuals and businesses in the 11416 area and beyond.

Welcome to RB Holdings Group Inc., your trusted partner in accounting and finance solutions located in the heart of Queens, New York. Situated at 150-12 29th Avenue, our firm is dedicated to providing exceptional financial services tailored to meet the diverse needs of individuals and businesses alike. At RB Holdings Group Inc., we pride ourselves on our commitment to excellence and integrity. Our team of experienced professionals offers a comprehensive range of services including bookkeeping, tax preparation, financial planning, and business consulting. We understand the complexities of the financial landscape and are here to help you navigate them with ease and confidence.

Welcome to Allstate Insurance Agency, where Alexander Yu and his team are committed to providing exceptional service and comprehensive insurance solutions tailored to meet your unique needs. Conveniently located at 14968 Cross Island Parkway in the heart of Queens, New York, our agency specializes in a wide range of insurance products, including auto, home, life, and business insurance. At Allstate Insurance Agent: Alexander Yu, we understand that navigating the world of insurance can be overwhelming. That's why we take the time to listen to your concerns, answer your questions, and provide personalized guidance to help you make informed decisions. Our goal is to ensure that you and your loved ones are protected, giving you peace of mind for the future.

Welcome to Praison Jacob, your trusted partner in financial services, located at 5120 Northern Boulevard in the heart of Queens, New York. At Praison Jacob, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. With a commitment to excellence and integrity, our experienced team offers a comprehensive range of services, including financial planning, investment management, tax advisory, and retirement solutions. Whether you’re an individual or a business, we work closely with you to develop strategies that help you achieve your financial goals. Visit us today and experience the Praison Jacob difference – where your financial future is our priority.

Welcome to Wei Xia, your trusted financial partner located in the heart of Queens, New York. Situated at 50 Queens Boulevard, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our diverse clientele. At Wei Xia, we specialize in offering comprehensive financial solutions, including investment advising, tax planning, and wealth management, all designed to help you achieve your financial goals. Our team of experienced professionals is committed to delivering personalized service with integrity and expertise. Whether you're an individual, a family, or a business, Wei Xia is here to guide you on your financial journey with confidence and clarity. Visit us today and discover how we can help you secure a prosperous future.

Welcome to Marco Nunez Financial Services, your trusted partner in achieving financial success, conveniently located at 50 Queens Boulevard, Queens, New York. We specialize in providing personalized financial solutions tailored to meet the unique needs of individuals and businesses in our vibrant community. At Marco Nunez Financial Services, we understand that navigating the world of finance can be complex and challenging. That's why our team of experienced professionals is dedicated to offering comprehensive services that include financial planning, investment management, tax preparation, and retirement planning. We take pride in our client-focused approach, ensuring that each client receives the attention and customized strategies they deserve.

Welcome to AMF Kennedy Branch, your trusted financial partner located at 250 North Boundary Road, Queens, New York 11430. At AMF Kennedy Branch, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Our dedicated team of professionals brings years of experience and expertise to help you navigate your financial journey with confidence. Whether you're looking to open a new account, secure a loan, or seek investment advice, we offer a comprehensive range of services designed to help you achieve your financial goals. We pride ourselves on delivering personalized solutions and building long-lasting relationships with our clients.