TOP 30 Financial planning consultant in Queens, New York

1240 results found

EFEX Consulting Group is a leading finance institution located at 121-17 Liberty Avenue in New York, United States. Specializing in financial consulting services, EFEX is committed to helping clients achieve their financial goals through expert advice and strategic planning. With a team of experienced professionals, EFEX Consulting Group offers personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, EFEX Consulting Group is dedicated to providing top-tier financial services to help you succeed.

Cichon Consulting, Inc. is a reputable accounting and finance institution located at 67-30 Clyde Street in New York, United States. Specializing in providing accounting, payroll, and bookkeeping support, Cichon Consulting, Inc. offers comprehensive services to replace your back office functions. With a team of experts who are well-versed in tax law, the institution has successfully represented clients in audits with the IRS, NYS, and NYC taxing authorities, as well as other state and local jurisdictions.

IR Tax & Consulting Services is a leading accounting and finance institution located at 62-83 Woodhaven Boulevard in New York, United States. With a team of experienced professionals, we provide expert tax preparation, consulting, and financial services to individuals and businesses alike. Our commitment to excellence and personalized attention sets us apart, ensuring that our clients receive the highest level of service and support. Whether you need help with tax planning, bookkeeping, or financial analysis, IR Tax & Consulting Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

JK Financial is a leading finance institution located at 42-40 Bell Boulevard in New York, United States. Specializing in a wide range of financial services, including investment management, financial planning, and wealth management, JK Financial is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, JK Financial is a trusted partner for all your financial needs. Visit us today and let us help you secure your financial future.

Antoine Cole Consulting is a leading finance institution located at 431 Beach 35th Street in New York, United States. Specializing in financial consulting services, our expert team provides personalized solutions to help clients achieve their financial goals. With a strong track record of success and a commitment to excellence, Antoine Cole Consulting is the trusted partner for individuals and businesses looking to navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Vision Global Consulting, Inc. is a leading consulting firm located at 3701 Main Street in New York, United States. Our team of experienced consultants provides a wide range of services to help businesses achieve their goals and navigate the complexities of the global market. From strategic planning to market research, our experts are dedicated to helping our clients succeed. With a focus on innovation and excellence, Vision Global Consulting, Inc. is committed to delivering top-notch solutions tailored to the unique needs of each client. Contact us today to learn more about how we can help your business thrive in today's competitive landscape.

Imperial Financial Alliance is a prestigious financial institution located at 136-18 39th Avenue in New York, United States. As a leading player in the finance industry, we offer a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, Imperial Financial Alliance is here to help you every step of the way. Trust us to be your partner in financial success.

Crystal Tax and Consulting Services is a leading accounting and finance institution located at 39-01 Main Street in New York, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, consulting, insurance, and financial planning. Our personalized approach ensures that each client receives tailored solutions to meet their specific needs. Trust Crystal Tax and Consulting Services for all your accounting and finance needs.

Miller Financial Services is a reputable institution located at 11463 Farmers Boulevard in New York, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch financial services to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need assistance with tax preparation, investment planning, or budgeting, Miller Financial Services is here to help. Visit us today to learn more about how we can assist you with all of your financial needs.

Trinity Tax & Financial Solutions Inc. is a reputable accounting and finance institution located at 110-45 Queens Boulevard in New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Our mission is to provide our clients with personalized solutions to help them achieve their financial goals. Whether you are an individual or a business, Trinity Tax & Financial Solutions Inc. is here to assist you with all your accounting and financial needs. Contact us today to schedule a consultation.

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.

TOLF Tax & Accounting Queens is a comprehensive financial institution located at 147-17 Union Turnpike in New York, United States. Specializing in accounting, finance, and local government office services, we provide a wide range of tax solutions for individuals and businesses. Our services include preparing 1040 Tax Returns for all types of income, such as W2, 1099, and SSI. We also offer tax services for various types of businesses, including Sole Proprietorships, Corporations, LLCs, and Partnerships. If you have received a letter from the IRS, our team can assist with amended returns, IRS returns, and resolving account issues.

Roberta Katz Consulting is a professional consulting firm located in Fresh Meadows, New York. Specializing in providing expert advice and guidance in various areas, including business development, marketing strategies, and organizational planning. With a focus on helping businesses achieve their goals and maximize their potential, Roberta Katz Consulting offers personalized services tailored to each client's specific needs. Contact them today to learn more about how they can help your business succeed.

Professional Accounting & Tax Consulting, Inc. is a reputable institution located at 247-05 Union Turnpike in New York, United States. Specializing in accounting and finance services, this establishment also serves as a local government office, providing expert advice and assistance to individuals and businesses in need of tax consulting. With a team of experienced professionals, Professional Accounting & Tax Consulting, Inc. is dedicated to helping clients navigate the complexities of financial matters and ensure compliance with tax regulations. Whether you are seeking assistance with tax preparation, financial planning, or other accounting services, you can trust this institution to provide reliable and efficient solutions to meet your needs.

Professional Business Consulting Services Inc is a leading consulting firm located at 86-09 51st Avenue in New York, United States. Our team of experienced consultants provides expert advice and guidance to businesses of all sizes, helping them to improve their operations, increase efficiency, and achieve their goals. Whether you are looking to streamline your processes, develop a marketing strategy, or improve your financial performance, our dedicated team is here to help. With a focus on personalized service and tailored solutions, Professional Business Consulting Services Inc is committed to helping our clients succeed in today's competitive business environment.

Flores Bookkeeping & Consulting is a well-established accounting and finance institution located at 224-12 93rd Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of financial services including bookkeeping, tax preparation, consulting, and more. Our personalized approach ensures that each client receives tailored solutions to meet their specific needs. Trust Flores Bookkeeping & Consulting to handle all your financial needs with precision and expertise.

Albertoni Fleurant: Primerica - Financial Services is a reputable finance and insurance agency located at 251-73 Jericho Turnpike in New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. From retirement planning to investment strategies, they provide personalized solutions to meet the unique needs of each client. Trust Albertoni Fleurant: Primerica - Financial Services to provide expert guidance and support in navigating the complexities of the financial world.

YMH Consulting LLC is a leading consulting firm located at 186-22 140th Avenue in New York, United States. Our team of experienced professionals offers expert advice and guidance in various areas such as business strategy, marketing, finance, and operations. We work closely with our clients to develop customized solutions that meet their specific needs and help them achieve their goals. With a proven track record of success, YMH Consulting LLC is committed to delivering high-quality services and driving positive results for our clients. Contact us today to learn more about how we can help your business thrive.

Fabulous Tax Consulting is a top-tier financial institution located at 219-09 Jamaica Avenue in New York, United States. Our team of expert tax consultants offers unparalleled expertise and personalized service to meet all of your tax needs. Whether you are an individual or a business owner, we are dedicated to providing you with the highest level of professionalism and accuracy in tax preparation, planning, and consulting. Trust Fabulous Tax Consulting to help you navigate the complexities of the tax system and maximize your financial success.

Omor Elahi - TD Wealth Financial Advisor is a leading financial institution located at 244-05 Northern Boulevard in New York, United States. As a trusted financial advisor, Omor Elahi offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, clients can rely on Omor Elahi for sound financial advice and support. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Omor Elahi - TD Wealth Financial Advisor is committed to providing top-notch service and expertise.

Andrew Tsiolas - Financial Advisor at Alma Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 19603 Northern Boulevard in New York, United States. Specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Andrew Tsiolas works closely with clients to document their financial objectives, regularly review progress, and adjust strategies as needed. Clients have secure access to their investments and accounts from any device, allowing them to track progress towards their goals. For those interested in learning more about how Andrew Tsiolas can help achieve financial goals, scheduling a complimentary initial consultation is the first step. With a focus on retirement planning, education funding, major purchases, and more, Andrew Tsiolas helps clients navigate the financial landscape with personalized strategies. By staying informed on market trends and developments, clients can make informed decisions about their investments.

Edson De La Cruz - TD Wealth Financial Advisor is a reputable finance institution located at 76-02 Main Street in New York, United States. As a trusted financial advisor, Edson De La Cruz provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional financial guidance, clients can trust Edson De La Cruz to provide expert advice and tailored solutions to meet their unique financial needs. Whether you are looking to invest, plan for retirement, or grow your wealth, Edson De La Cruz - TD Wealth Financial Advisor is dedicated to helping you achieve financial success.

Omor Elahi - TD Wealth Financial Advisor is a trusted financial institution located at 36/50 Queens Boulevard in New York, United States. As a finance institution, they provide expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Omor Elahi - TD Wealth Financial Advisor is dedicated to helping individuals and families build and preserve their wealth for the future. Their team of experienced financial advisors are committed to providing top-notch service and guidance to help clients navigate the complexities of the financial world. Contact Omor Elahi - TD Wealth Financial Advisor today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Susan N Preslier, located at 6965 Yellowstone Boulevard in New York, United States, is a finance institution dedicated to providing personalized financial strategies tailored to each client's risk tolerance, time horizon, and liquidity needs. Backed by the global resources of Merrill, the team at Merrill Lynch is made up of experienced professionals committed to building strong client relationships based on trust and personalized service. The institution believes that success can be achieved by making investment-related decisions that align with personally meaningful goals. By utilizing the Investment Personality Assessment, they aim to understand each client's investing preferences and customize a financial approach to help them pursue their unique objectives.

Edward Jones - Financial Advisor: David B Lilienthal, AAMS™|ADPA™|CRPC™|CRPS™ is a reputable finance institution located at 213-33 39th Avenue in New York, United States. With a team of highly qualified professionals, including David B Lilienthal who holds multiple prestigious certifications, this institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Trust Edward Jones - Financial Advisor: David B Lilienthal, AAMS™|ADPA™|CRPC™|CRPS™ to guide you towards a secure financial future.

Omor Elahi - TD Wealth Financial Advisor is a reputable financial institution located at 150-50 Hillside Avenue in New York, United States. Specializing in wealth management and financial planning services, they offer personalized solutions to help clients achieve their financial goals. With a team of experienced advisors, Omor Elahi - TD Wealth Financial Advisor provides expert guidance and innovative strategies to optimize investments and secure a prosperous future. Trustworthy and dedicated, they are committed to delivering exceptional service and building long-lasting relationships with their valued clients.

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.

Omor Elahi - TD Wealth Financial Advisor is a trusted financial institution located at 188-10 Hillside Avenue in New York, United States. Specializing in finance, the institution offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, Omor Elahi - TD Wealth Financial Advisor provides personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is committed to helping you make informed decisions and secure your financial future.

Edson De La Cruz - TD Wealth Financial Advisor is a reputable finance institution located at 116-24 Metropolitan Avenue in New York, United States. As a trusted financial advisor, Edson De La Cruz provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management and investment planning, Edson De La Cruz - TD Wealth Financial Advisor offers a comprehensive range of services to individuals and businesses looking to secure their financial future. Visit them today to start planning for a brighter tomorrow.

Merrill Lynch Financial Advisor Shelley Cohen, located at 6965 Yellowstone Boulevard in New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Shelley Cohen, an experienced financial advisor, provides services such as investment management, financing, retirement planning, and trust and estate planning consultation. With over 40 years in financial services, Shelley offers valuable perspective and guidance to her clients. She works closely with clients to understand their needs, define their goals, and establish plans to meet their current and future financial objectives. By collaborating with clients and staying up-to-date on market events, Shelley helps clients grow and preserve their wealth. Additionally, she enjoys spending time with her family, cooking, playing golf, watching movies, and attending the theatre. As a Merrill advisor, Shelley focuses on understanding clients' goals and priorities to develop a personalized financial plan. With access to investment insights from Merrill and banking solutions from Bank of America, Shelley helps clients address their financial needs and pursue their most important goals. Through conversations and assessments, Shelley helps clients manage, grow, and preserve their wealth while adapting to changing life circumstances. By providing advice and guidance tailored to each client's unique situation, Shelley aims to help clients achieve financial success and reach their long-term goals.