TOP 30 Best Financial planning companies in Queens, New York

At Morgan Legal Group P.C. in Queens, New York, our team of trained professionals specializes in estate planning, providing personalized and comprehensive legal services tailored to each client's specific needs. Unlike many large law firms, our clients have direct access to an attorney whenever they have a question or concern. Our attorneys possess advanced knowledge and experience in estate planning, offering expertise in wills, trusts, powers of attorney, and healthcare directives. We work hand in hand with our clients to achieve common goals, whether their needs are urgent or long-term.

Miller & Company LLP is a leading accounting and finance institution located at 14107 20th Avenue in New York, United States. With a team of skilled professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax planning, auditing, or financial consulting, Miller & Company LLP is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and experienced, they are committed to helping clients achieve their financial goals.

Welcome to The Auto Plug - Your Premier Car Leasing Destination in Queens, New York Located conveniently at 116-17 Jamaica Avenue, Queens, New York 11418, The Auto Plug is your go-to car leasing company dedicated to providing a hassle-free and seamless car leasing experience. As a trusted car dealer and store, we pride ourselves on offering an extensive range of vehicles from top manufacturers, ensuring you find the perfect fit for your lifestyle and needs.

Welcome to Chan & Company, your trusted partner in accounting and finance located in the heart of Queens, New York. Situated at 38-08 Union Street, our firm is dedicated to providing expert financial services tailored to meet the unique needs of individuals and businesses in the community and beyond. At Chan & Company, we pride ourselves on delivering personalized and professional financial solutions that help our clients achieve their financial goals. Our team of experienced accountants and financial advisors is committed to offering a comprehensive range of services, including tax preparation, bookkeeping, financial planning, and business consulting.

The Law Firm of Walsh & Gilad is known as the best real estate attorney in Queens, offering expert legal representation for buyers and sellers in both commercial and residential real estate transactions. Located at 125-10 Queens Boulevard in New York, United States, our experienced legal team specializes in guiding clients through sales, leases, closings, and various other real estate matters. From residential homes to commercial buildings, our firm provides mindful legal counsel, contract drafting, negotiation, mediation, and more to ensure a smooth process from start to finish. In addition to real estate services, we also assist clients with mortgages, refinances, leasing, and other financial transactions. Our attorneys are dedicated to helping clients achieve a financially stable future through estate planning services. Whether you are a first-time homebuyer, a landlord, or a tenant, our team can provide the legal expertise needed to navigate complex real estate negotiations. Contact us for a free consultation and let us help you secure your property rights and financial future.

Palaguachi & Company is a reputable accounting and finance institution located at 41-39 54th Street in New York, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. We are dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world with confidence. With a commitment to excellence and personalized service, Palaguachi & Company is your trusted partner for all your accounting and finance needs.

Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.

Bankers Conseco Life Insurance Company, located at 133-33 Brookville Boulevard in New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our experienced agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as products from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared and have discussions with your loved ones about future planning.

Angelides & Company Accounting Firm is a reputable institution located at 2360 Steinway Street in New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and a focus on client satisfaction, Angelides & Company Accounting Firm is your go-to destination for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

Insurance Brokers of Queens Corp is a reputable insurance agency located at 116-31 Metropolitan Avenue in New York, United States. With years of experience in the industry, our dedicated team of insurance brokers is committed to providing personalized insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the best possible rates. Trust Insurance Brokers of Queens Corp to protect what matters most to you.

New York Life Insurance Company is a renowned insurance agency located at 97-77 Queens Boulevard in New York, United States. With a long-standing history of providing reliable and comprehensive insurance coverage, New York Life is committed to helping individuals and families protect their financial future. Their team of experienced agents offers a range of insurance products and services to meet the diverse needs of their clients. Whether you are looking for life insurance, retirement planning, or investment solutions, New York Life Insurance Company is dedicated to providing personalized and professional service to help you achieve your financial goals.

Plan With Phil - Life Insurance & Disability Insurance is a finance and insurance agency located at 36-50 Main Street, New York, United States. We believe that life insurance is essential for a solid financial plan, and we offer a variety of options to fit your needs and budget. Our team of experienced professionals will provide personalized recommendations to help you protect your income and assets. Whether you are looking for term life insurance, whole life insurance, or disability insurance, we have got you covered. We understand that life is unpredictable, and having the right protection in place can provide security for you and your loved ones. Don't wait until it's too late - contact Plan With Phil today to get started on securing your financial future.

Doreen Ramdhani: Primerica - Financial Services is a finance and insurance agency located at 115-87 Lefferts Boulevard in New York, United States. With a focus on providing comprehensive financial services to individuals and families, Doreen Ramdhani and her team offer personalized solutions to help clients achieve their financial goals. From retirement planning and investments to insurance coverage and debt management, this institution is dedicated to helping clients secure their financial future. With a commitment to excellence and a strong focus on customer service, Doreen Ramdhani: Primerica - Financial Services is a trusted partner for all your financial needs.

David Smith, Bankers Life Agent and Bankers Life Securities Financial Representative located at 133-33 Brookville Boulevard in New York, United States, offers a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With Medicare Advantage, you can enjoy similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage. Our plans also include an annual maximum out-of-pocket limit, and some even have premiums as low as $0 per month. As the need for long-term care becomes increasingly important, our team is here to help you plan for the future and have important discussions with your loved ones. Contact us today to start planning for your next steps towards financial security and peace of mind.

Liliana Sartori: Primerica - Financial Services is a leading finance and insurance agency located at 17930 149th Avenue in New York, United States. With a focus on providing personalized financial solutions, the institution offers a wide range of services including investment planning, retirement savings, insurance policies, and more. Led by experienced professionals, Liliana Sartori: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Contact them today to learn more about their services and how they can assist you in managing your finances effectively.

Aspis Financial Management Group is a leading insurance agency located at 148-29 Cross Island Parkway in New York, United States. With a team of experienced professionals, Aspis Financial Management Group offers a wide range of insurance products and financial services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, Aspis Financial Management Group is committed to providing personalized solutions tailored to your specific needs. Trust in Aspis Financial Management Group to help you protect what matters most.

Myra Vasquez: Primerica - Financial Services is a reputable finance and insurance agency located in New York, United States. With a strong focus on providing comprehensive financial solutions to individuals and families, Myra Vasquez and her team at Primerica strive to empower clients to achieve their financial goals and secure their future. Whether it's retirement planning, investment strategies, or insurance coverage, clients can trust Myra Vasquez and Primerica to provide expert guidance and personalized services. With a commitment to integrity and excellence, Myra Vasquez: Primerica - Financial Services is a trusted partner in building a strong financial foundation.

Zionic Brokerage and Financial Services Corp in Queens, New York is a reputable institution offering a wide range of financial services including brokerage, insurance, and real estate services. Located at 205-09 Jamaica Avenue, this institution is dedicated to providing top-notch financial guidance and solutions to its clients. With a team of experienced professionals, Zionic Brokerage and Financial Services Corp is committed to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or real estate assistance, you can trust Zionic Brokerage and Financial Services Corp to provide expert guidance and personalized solutions tailored to your specific needs.

Christian Agbavor: Primerica - Financial Services is a reputable finance and insurance agency located at 1 Cross Island Parkway in New York, United States. With a focus on providing top-notch financial services to individuals and families, Christian Agbavor and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for insurance solutions or investment opportunities, this institution is committed to providing personalized and professional services to meet your needs. Trust Christian Agbavor: Primerica - Financial Services to guide you towards a more secure financial future.

Lennox James Jeffrey: Primerica - Financial Services is a reputable finance and insurance agency located at 163-10 Northern Boulevard in New York, United States. With a focus on providing top-notch financial services, our institution is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, our team of experts is here to assist you every step of the way. Trust Lennox James Jeffrey: Primerica - Financial Services for all your financial needs.

Eddie Isaac: Primerica - Financial Services is a reputable finance and insurance agency located at 115-87 Lefferts Boulevard in New York, United States. Our dedicated team of professionals is committed to providing top-quality financial services to help individuals and families achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, our experts are here to help you every step of the way. Contact us today to schedule a consultation and start securing your financial future with Eddie Isaac: Primerica - Financial Services.

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.

Binod Chapagain: Primerica - Financial Services is a leading finance and insurance agency located on Woodhaven Boulevard in New York, United States. With a commitment to providing top-notch financial solutions and insurance products, our institution is dedicated to helping individuals and families achieve their financial goals and secure their future. Our team of experienced professionals is here to offer personalized advice and guidance, ensuring that our clients receive the best possible services tailored to their specific needs. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Binod Chapagain: Primerica - Financial Services is your trusted partner in financial success.

R Shivcharan: Primerica - Financial Services is a reputable finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a focus on providing top-notch financial services, including investment planning, retirement planning, and insurance solutions, our team at R Shivcharan: Primerica is dedicated to helping our clients achieve their financial goals and secure their future. With a strong commitment to customer satisfaction and a track record of success, we are the go-to institution for all your financial needs. Contact us today to learn more about how we can help you plan for a brighter financial future.

Shivraj Prasad: Primerica - Financial Services is a leading finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a commitment to providing top-notch financial services, Shivraj Prasad: Primerica helps clients achieve their financial goals through personalized solutions and expert advice. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, the experienced team at Shivraj Prasad: Primerica is dedicated to helping you secure a stable financial future. Visit us today to learn more about our services and how we can help you reach your financial goals.

Queens CPA Garcia CPA PLLC is a top-tier accounting and finance institution located at 7535 31st Avenue in New York, United States. At Garcia & Associates, we specialize in efficiently managing your taxes with strategic planning and accurate preparation services, minimizing liabilities while maximizing refunds. Our rigorous auditing services ensure transparent and compliant financial reporting, while our expert advice helps navigate the complexities of the business landscape to help your company thrive financially and operationally. We offer meticulous bookkeeping and accounting services to streamline your daily accounting tasks, including expenditures, revenues, sales, purchases, tax planning, and payroll. Our detailed reporting and financial analysis services provide valuable insights for informed decision-making. With a team of highly skilled and certified professionals, we prioritize understanding and addressing the unique requirements and goals of each client.

Faulisi & Company CPAs LLP is a leading accounting and finance institution located at 101-24 99th Street in New York, United States. With a team of experienced CPAs, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or financial planning, Faulisi & Company CPAs LLP is here to help you achieve your financial goals.

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.

Fisher Stone Tax Accountant Of Queens P.C. is a trusted accounting and finance institution located at 7525 141st Place in New York, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses in the Queens area. Whether you need help with tax preparation, planning, or IRS representation, Fisher Stone Tax Accountant Of Queens P.C. is dedicated to helping you navigate the complexities of the tax system with ease and efficiency. Contact them today for expert financial advice and personalized solutions tailored to your specific needs.

Resource Tax Services is a reputable accounting and finance institution located in Jamaica Queens, NY. Our dedicated team of professionals is committed to providing top-notch tax services to individuals and businesses in the New York area. With our expertise and personalized approach, we strive to help our clients navigate the complex world of taxes and finances with ease. Visit us at 139-39 Jamaica Avenue for all your accounting and finance needs.