TOP 30 Financial planning consultant in Queens, New York

1226 results found

LPL Financial, headed by Bill Manolopoulos, CFP, is a reputable financial institution located at 2302 33rd Street in New York, United States. Specializing in financial planning and wealth management, the institution offers a wide range of services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial solutions, LPL Financial provides expert guidance and support to individuals and businesses looking to secure their financial future.

UNFCU Financial Advisors is a leading financial institution located at 24-01 44th Road in New York, United States. As a finance institution, UNFCU Financial Advisors offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, UNFCU provides personalized financial planning, investment management, and retirement solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, UNFCU Financial Advisors is dedicated to helping you succeed.

Altamirano Financial Services is a leading finance institution located at 84-02 Roosevelt Avenue in New York, United States. With a strong reputation for providing top-notch financial services, Altamirano Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, our team of experienced professionals is here to help you achieve your financial goals. Trust Altamirano Financial Services to provide you with personalized and reliable financial guidance to secure your financial future.

Jazurek - Financial Advisor is a reputable finance institution located at 6001 Madison Street in New York, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we have the expertise to guide you every step of the way. Trust Jazurek - Financial Advisor to help you secure your financial future.

Bowman Financial & Marketing Group is a leading finance institution located at 5428 Nurge Avenue in New York, United States. With a focus on providing top-notch financial and marketing services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or marketing strategies for your business, our experienced professionals are here to assist you every step of the way. Trust Bowman Financial & Marketing Group to provide you with personalized solutions tailored to your specific needs.

Mohammed Y. Islam - TD Wealth Financial Advisor is a reputable financial institution located at 5801 Myrtle Avenue in New York, United States. As a trusted advisor, Mohammed Y. Islam provides expert financial guidance and wealth management services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, clients can expect a high level of professionalism and expertise in managing their finances. Whether you are looking to invest, plan for retirement, or secure your financial future, Mohammed Y. Islam - TD Wealth Financial Advisor is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Alex Cojocaru is a trusted finance institution located at 47-01 Queens Boulevard in New York, United States. With a focus on personalized financial planning and investment strategies, Alex Cojocaru and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Alex Cojocaru today to schedule a consultation and start planning for a secure financial future.

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.

Diversified Financial Services is a leading finance institution located at 6549 Grand Avenue in New York, United States. With a wide range of financial products and services, we cater to individuals, businesses, and organizations looking to manage their finances effectively. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you need assistance with investments, loans, insurance, or any other financial need, Diversified Financial Services is here to help. Visit us today to learn more about how we can support your financial success.

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.

Edson De La Cruz - TD Wealth Financial Advisor is a trusted financial institution located at 7955 Metropolitan Avenue in New York, United States. As a leading finance advisor, they provide expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong focus on wealth management and investment strategies, Edson De La Cruz - TD Wealth Financial Advisor is dedicated to helping individuals and businesses secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, their team of experienced professionals is committed to providing you with the highest level of service and expertise. Contact them today to schedule a consultation and take the first step towards financial success.

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.

Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, located at 11412 Beach Channel Drive in New York, United States, offers a range of financial services and expertise to help individuals meet their financial goals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert Gargiulo is equipped to provide comprehensive financial planning tailored to the specific needs of each client. Whether it's retirement planning, estate planning, investment management, or insurance products, Robert Gargiulo is committed to upholding the highest standards of professionalism and ethics in serving clients. The institution also offers specialized certifications in areas such as divorce financial analysis, exit planning, special needs planning, and long-term care, ensuring that clients receive expert guidance in all aspects of their financial journey. With a focus on education, support, and personalized service, Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve financial security and peace of mind.

Edward Jones - Financial Advisor: Sean Wynne is a reputable finance institution located at 115-10 Beach Channel Drive in New York, United States. As a trusted financial advisor, Sean Wynne provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean Wynne is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Sean Wynne is committed to providing expert guidance and support every step of the way.

Jane Donnelly is a financial advisor at Ameriprise Financial Services, LLC located at 11412 Beach Channel Drive in New York, United States. With a focus on finance, Jane offers personalized financial advice and solutions to help clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus," so clients can find the right match for their needs. Clients can review Jane's background, credentials, and experience to ensure they are making the best choice for their financial future. By filling out the "Request consultation" form, clients can connect with Jane for a complimentary initial consultation to discuss their financial goals and create a personalized financial plan.

ADK Consulting Inc. is a reputable accounting and finance institution located at 3537 36th Street in New York, United States. With a team of experienced professionals, ADK Consulting Inc. offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Clients can trust ADK Consulting Inc. to provide expert advice and assistance in navigating the complexities of the financial world. With a commitment to excellence and client satisfaction, ADK Consulting Inc. is a trusted partner for all your accounting and finance needs.

Veronica Terra, EA is a professional accounting firm located at 65-58 Myrtle Avenue in New York, United States. Specializing in tax preparation services and tax consulting, Veronica Terra, EA is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. With years of experience and expertise in accounting and finance, the team at Veronica Terra, EA provides personalized and comprehensive services to meet the specific needs of each client. Trust Veronica Terra, EA to handle all your accounting and tax needs with professionalism and integrity.

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.

Jose M Torres Tax Consultant is a reputable accounting and finance institution located at 71-19 Northern Boulevard in New York, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax consulting services to individuals and businesses alike. Whether you need help with tax planning, preparation, or filing, we are here to assist you every step of the way. Trust Jose M Torres Tax Consultant to help you navigate the complexities of the tax system and maximize your financial success.

Centner Financial CPA LLC is a reputable accounting and finance institution located at 4545 Center Boulevard in New York, United States. Our team of experienced CPAs provides a wide range of financial services including tax preparation, auditing, consulting, and financial planning. We are dedicated to helping individuals and businesses achieve their financial goals with personalized and professional service. Contact us today to learn how Centner Financial CPA LLC can help you navigate the complexities of the financial world.

Acrisure Queens, NY (Cornerstone Insurance Agency) is a reputable health insurance agency located at 214-11 Northern Boulevard in New York, United States. With a commitment to providing top-notch insurance services, our institution is dedicated to helping individuals and families find the best health insurance coverage that suits their needs. Our team of experienced professionals is ready to assist clients in navigating the complex world of insurance, ensuring they are well-protected and have peace of mind. Trust Acrisure Queens, NY (Cornerstone Insurance Agency) to be your partner in securing your health and well-being.

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.

Queen City Financial Group is a premier finance and insurance agency located at 305 Spindrift Drive in Williamsville, New York. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, Queen City Financial Group is here to provide personalized solutions tailored to your specific needs. Trust us to guide you towards a secure financial future.

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.

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.

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.

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.

Prudential | Faisal Shuja | Life Insurance & Financial Services is a reputable finance and insurance agency located at 82-12 151st Avenue in New York, United States. We specialize in providing comprehensive life insurance and financial services to help individuals and families secure their financial future. With a team of experienced professionals, we are dedicated to helping our clients make informed decisions and achieve their financial goals. Whether you are looking for life insurance coverage or need assistance with retirement planning, our institution is committed to providing personalized solutions tailored to your specific needs. Visit us today to learn more about our services and how we can help you plan for a secure 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.