TOP 10 Financial planning and investment advice in Queens, New York

Medallion Financial is a finance institution located in New York, United States. Specializing in providing financial services and solutions, Medallion Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Medallion Financial offers a wide range of financial products and services to assist clients in managing their finances effectively. Whether it's securing a loan, managing investments, or planning for the future, Medallion Financial is committed to providing top-notch financial assistance to its clients.

Jim Raia Investment Group is a leading finance institution located at 6674 Fresh Pond Road in New York, United States. With a commitment to providing exceptional financial services, our team of experienced professionals offers personalized investment strategies tailored to each client's unique goals and needs. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Jim Raia Investment Group is dedicated to helping you achieve success. Trust us to be your partner in building a secure financial future.

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.

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.

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.

Wesley C Barrow: Primerica - Financial Services is a reputable finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a strong focus on providing comprehensive financial services, they offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to providing personalized guidance and support. Trust Wesley C Barrow: Primerica - Financial Services to help you secure your financial future.

Future Financial Services is a leading finance institution located at 103-38 123rd Street in New York, United States. Our team of experienced financial experts is dedicated to providing exceptional financial services to our clients, helping them secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Contact us today to schedule a consultation and let us guide you towards a secure and prosperous financial future.

Olson Tax & Financial Planning is a reputable accounting and finance institution located at 106-19 Metropolitan Avenue in New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and tax services to individuals and businesses. Whether you need assistance with tax preparation, retirement planning, investment management, or any other financial need, we are here to help. Trust Olson Tax & Financial Planning to help you achieve your financial goals and secure your financial future.

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.

DC Financial Services is a reputable finance institution located at 3609 Main Street in New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you navigate the complexities of the financial world. Visit us today to learn more about how DC Financial Services can help you secure a brighter financial future.

Rishma Daniel-Sulaiman - Prudential Financial is a reputable finance and insurance agency located at 106-02 Rockaway Boulevard in New York, United States. With a dedication to providing top-notch financial services and insurance products, our team of professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Rishma Daniel-Sulaiman - Prudential Financial is here to assist you every step of the way. Trust us to provide personalized solutions tailored to your specific needs and objectives.

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.

Fultonex International Financial Corporation is a leading finance institution located at 13330 37th Avenue in New York, United States. With a strong reputation for excellence and innovation in the financial industry, Fultonex offers a wide range of financial services to clients both locally and internationally. From investment management to wealth planning, Fultonex is dedicated to providing top-notch financial solutions to help clients achieve their goals and secure their financial future. With a team of experienced professionals and a commitment to client satisfaction, Fultonex International Financial Corporation is a trusted partner for all your financial needs.

Marie Cathy Jacquet, Financial Professional at New York Life, is a trusted and experienced expert in the finance and insurance industry. Located at 97-77 Queens Boulevard in New York, United States, Marie Cathy Jacquet offers personalized financial planning and insurance solutions to help individuals and families achieve their financial goals and protect their assets. With a commitment to providing top-notch service and tailored advice, Marie Cathy Jacquet is dedicated to helping clients secure their financial future. Contact her today to schedule a consultation and start planning for a secure tomorrow.

A & F Insurance & Financial is a reputable finance institution located at 10706 Corona Avenue in New York, United States. Specializing in insurance and financial services, we provide a range of products and solutions to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, A & F Insurance & Financial is here to provide you with expert guidance and personalized service. Contact us today to learn more about how we can help you secure your financial future.

National Financial Network 恒信理财 is a leading finance institution located at 136-20 38th Avenue in New York, United States. With a strong focus on financial planning and wealth management, our team of experienced professionals offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, National Financial Network 恒信理财 is here to provide expert guidance and support. Trust us to help you build a secure financial future.

Lenny Sun - Prudential Financial is a reputable finance and insurance agency located at 39-01 Main Street in New York, United States. With a strong focus on providing top-notch financial planning and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Lenny Sun - Prudential Financial offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Lenny Sun - Prudential Financial to provide expert guidance and support.

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.

Victoria Borukhova - Prudential Financial is a reputable finance and insurance agency located at 85-02 139th Street in New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Victoria Borukhova - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their future. With a team of experienced professionals, they offer personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Victoria Borukhova - Prudential Financial is the trusted partner you can rely on for all your financial needs.

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.

Stephen Schultz - Prudential Financial is a reputable finance and insurance agency located in New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to assist you every step of the way. Visit us at 82-12 151st Avenue to learn more about how we can help you secure your financial future.

Magaly A Padilla: 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, they offer a range of products and solutions to help individuals and families secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Magaly A Padilla and her team are dedicated to helping clients achieve their financial goals. Trustworthy and experienced, they are committed to providing personalized service and expert guidance to ensure their clients' 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.

The Bank of America Financial Center is a prominent banking institution located at 231 Beach 20th Street in New York, United States. As a leading player in the finance industry, this center offers a wide range of banking services to individuals, businesses, and organizations. From checking and savings accounts to loans and investments, Bank of America provides comprehensive financial solutions to meet the diverse needs of its customers. With a strong reputation for reliability and customer service, this institution is a trusted partner for managing finances and achieving financial goals.

O'Reilly Financial Services is a reputable institution located at 6421 Fresh Pond Road in New York, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to our clients. Whether you need help with tax preparation, investment advice, or insurance coverage, we are here to assist you every step of the way. Trust O'Reilly Financial Services to handle all of your financial needs with expertise and care.

Income Tax Financial Planning is a leading accounting and finance institution located at 88-8 151st Avenue in New York, United States. Our team of expert professionals specializes in helping individuals and businesses navigate the complexities of income tax planning to maximize financial success. Whether you need assistance with tax preparation, investment strategies, or retirement planning, our dedicated staff is here to provide personalized guidance and support. Trust Income Tax Financial Planning to help you achieve your financial goals and secure a prosperous future.

Excelsior Financial Services is a leading accounting and finance institution located at 14-25 Central Avenue in New York, United States. With a team of experienced professionals, Excelsior Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking to file your taxes or a business in need of financial guidance, Excelsior Financial Services is dedicated to providing personalized solutions to help you achieve your financial goals.

Anzuman Financial & Tax Services is a reputable institution located at 7409 37th Avenue in New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of financial management and tax planning. Whether you need assistance with tax preparation, bookkeeping, or investment advice, Anzuman Financial & Tax Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can support your financial success.

Mar Tax & Financial Services is a reputable accounting and finance institution located at 6750 Selfridge Street in New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment advice, our experts are here to provide personalized solutions tailored to your specific needs. Trust Mar Tax & Financial Services to help you navigate the complexities of the financial world with confidence and peace of mind.