TOP 30 Financial planning services in Queens, New York
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Personal and Business Tax Preparation Services NYC
● OpenPersonal and Business Tax Preparation Services NYC is a reputable institution located at 64 West 52nd Street in New York City. Our team of experienced CPAs and accounting professionals are dedicated to serving the tax and accounting needs of individuals and businesses in New York City and beyond. We offer a wide range of services including tax return preparation, bookkeeping, advising, planning, tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, payroll management, incorporation and LLC formation, financial reviews, tax planning, estate planning, and individual consultations.
64 W 52nd St, New York, NY 10019, United States -
US HOME SERVICES
● OpenUS Home Services is a reputable finance and insurance agency located at 5315 Broadway in New York, United States. With a strong commitment to providing top-notch services to our clients, we offer a wide range of financial and insurance products to meet their needs. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future and protect their assets. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, US Home Services is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.
5315 Broadway, Queens, NY 11377, United States -
Bank of America Financial Center
● OpenThe Bank of America Financial Center at 3912 Main Street in New York is a leading institution in the world of banking and finance. Offering a wide range of services including personal banking, business banking, loans, investments, and wealth management, this center is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and innovative financial solutions, the Bank of America Financial Center is committed to providing top-notch service and support to its customers. Whether you're looking to open a new account, secure a loan, or plan for your future, this institution has the resources and expertise to assist you every step of the way.
3912 Main St, Queens, NY 11354, United States -
Personal and Business Tax Preparation Services NYC
● OpenPersonal and Business Tax Preparation Services NYC, located at 296 Canal Street, New York, New York, United States, is a trusted accounting and finance institution dedicated to helping individuals and businesses with their tax and financial needs. Our experienced CPA and accounting team provide a wide range of services, including tax return preparation, bookkeeping, advising, planning, and more. For businesses, we offer services such as tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, and payroll management. Our team can also assist with setting up new businesses, managing incorporation or LLC formation processes, and providing financial advice to enhance long-term success.
296 Canal St Suite 231, New York, NY 10013, United States -
MEK Insurance Services Corp.
● OpenMEK Insurance Services Corp. is an insurance agency located at 44-06 31st Avenue, New York, United States. With over 26 years of experience, we specialize in providing comprehensive insurance solutions with individualized service to meet the unique needs of our clients. As a family-owned agency, we prioritize building relationships with our customers to ensure they receive the personalized attention they deserve. Our team at MEK Financial Services Corp. is dedicated to exceeding your expectations and helping you find the right coverage at the right price. We offer coverage and risk management solutions for companies of all sizes, as well as trusted advice to protect what matters most to you. We serve customers throughout all five boroughs of New York City and the state of New York.
44-06 31st Ave, Queens, NY 11103, United States -
Nationwide Insurance: Vavas Insurance & Financial Services
● OpenNationwide Insurance: Vavas Insurance & Financial Services is a reputable insurance agency located at 71-11 Northern Boulevard in New York, United States. With a focus on providing top-notch insurance and financial services to its clients, this institution is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are in need of auto, home, life, or business insurance, the knowledgeable and experienced team at Nationwide Insurance: Vavas Insurance & Financial Services is here to assist you every step of the way. Trustworthy, reliable, and committed to customer satisfaction, this institution is a go-to destination for all your insurance needs.
71-11 Northern Blvd, Jackson Heights, NY 11372, United States -
Long Island City Mobile Notary Services
● OpenLong Island City Mobile Notary Services is a finance institution located at 5627 2nd Street in New York, United States. We offer convenient and reliable notary services that can come to you wherever you are in Long Island City. Our team of experienced professionals is dedicated to providing efficient and accurate notarization for all your important documents. Whether you need a power of attorney, real estate documents, or legal agreements notarized, we are here to help. Trust Long Island City Mobile Notary Services for all your notary needs.
5627 2nd St, Queens, NY 11101, United States -
Sanaa Services
● OpenSanaa Services is a versatile institution located at 2525 Steinway Street in New York, United States. We offer a wide range of services including finance, insurance, and travel agency services. Our team of professionals is dedicated to providing top-notch assistance and guidance to help our clients achieve their financial and travel goals. Whether you need help with managing your finances, finding the right insurance coverage, or planning your next vacation, Sanaa Services is here to help. Visit us today to experience our exceptional service and expertise.
2525 Steinway St, Astoria, NY 11103, United States -
Doma Travel & Tax Services
● OpenDoma Travel & Tax Services is a multi-faceted institution located in New York, United States. As a finance and travel agency, we offer a wide range of services to meet the needs of our clients. From tax preparation and financial planning to booking flights and accommodations for your next vacation, our experienced team is here to assist you every step of the way. Visit us at 61-65 56th Road to learn more about how we can help you with your financial and travel needs.
61-65 56th Rd, Maspeth, NY 11378, United States -
LPL Financial: Bill Manolopoulos, CFP
● OpenLPL 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.
2302 33rd St, Queens, NY 11105, United States -
UNFCU Financial Advisors
● OpenUNFCU 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.
24-01 44th Rd, Long Island City, NY 11101, United States -
Altamirano Financial Services
● OpenAltamirano 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.
84-02 Roosevelt Ave, Queens, NY 11372, United States -
Jazurek - Financial Advisor
● OpenJazurek - 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.
6001 Madison St, Ridgewood, NY 11385, United States -
Bowman Financial & Marketing Group
● OpenBowman 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.
5428 Nurge Ave, Maspeth, NY 11378, United States -
Mohammed Y. Islam - TD Wealth Financial Advisor
● OpenMohammed 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.
5801 Myrtle Ave, Queens, NY 11385, United States -
Edward Jones - Financial Advisor: Vincent C Renda, CFP®|AAMS™
● OpenEdward 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.
47-01 Queens Blvd #208, Sunnyside, NY 11104, United States -
Ellen H Fuentes - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEllen 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.
4130 75th St, 3 Elmhurst Ave Fl 1 Ste, Elmhurst, NY 11373, United States -
Edson De La Cruz - TD Wealth Financial Advisor
● OpenEdson 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.
7955 Metropolitan Ave, Middle Village, NY 11379, United States -
Financial Planner NY
● OpenFinancial 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.
3537 36th St Floor 2, Queens, NY 11106, United States -
Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert 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.
11412 Beach Channel Dr Ste 8, Rockaway Park, NY 11694, United States -
Edward Jones - Financial Advisor: Sean Wynne
● OpenEdward 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.
115-10 Beach Channel Dr, Rockaway Park, NY 11694, United States -
Jane Donnelly - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJane 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.
Belle Harbor Professional Building, 11412 Beach Channel Dr Ste 8, Rockaway Park, NY 11694, United States -
GUIRGUIS ACCOUNTING SERVICES
● ClosedGuirguis Accounting Services, located at 607 Woodward Avenue in New York, United States, offers personalized financial guidance to individuals and businesses. Specializing in a range of services including tax preparation, audits, and financial planning, our team has expertise in various areas such as investments, home ownership, charitable donations, and more. We are committed to providing our clients with the attention they deserve, ensuring that every tax return is prepared accurately and in compliance with all laws. Our mission is to help clients understand the complexities of tax law and maximize their refunds. With a dedication to excellence and professionalism, Guirguis Accounting Services is here to meet all your financial needs.
607 Woodward Ave, Queens, NY 11385, United States -
Pessin Tax Services
● OpenPessin Tax Services is a reputable accounting and finance institution located at 6106 Myrtle Avenue in New York, United States. With a team of experienced professionals, we provide comprehensive tax services to individuals and businesses. Our services include tax preparation, planning, and consulting to help our clients navigate the complex world of taxation. Trust Pessin Tax Services to provide expert guidance and personalized solutions to meet your financial needs.
6106 Myrtle Ave, Flushing, NY 11385, United States -
LIC Tax & Accounting Services
● OpenLIC Tax & Accounting Services is a reputable accounting and finance institution located at 28-07 Jackson Avenue 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 achieve their financial goals and navigate the complex world of taxes and accounting with ease. Contact us today to learn more about how we can assist you with your financial needs.
28-07 Jackson Ave fl 9, Queens, NY 11101, United States -
Pace Accounting & Tax Services, Inc.
● OpenPace Accounting & Tax Services, Inc. is a reputable accounting and finance institution located at 66-70 Queens Midtown Expressway in New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, payroll processing, and financial planning. Our goal is to provide our clients with accurate and reliable financial advice to help them achieve their business and personal financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and tax needs.
66-70 Queens Midtown Expy, Queens, NY 11378, United States -
Lipsky Tax Services
● OpenLipsky Tax Services is a reputable accounting and finance institution located at 67-07 Myrtle Avenue in New York, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our services include tax preparation, tax planning, bookkeeping, and financial consulting. We strive to provide personalized and efficient solutions to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your tax and financial needs.
67-07 Myrtle Ave, Glendale, NY 11385, United States -
Cleaning Services For Offices Queens
● OpenCleaning Services For Offices Queens, located at 5901 94th Street in New York, offers sustainable cleaning solutions for post-construction, move-in/move-out, commercial, and janitorial cleaning needs. With over 13 years of experience, our professional team is passionate about utilizing the latest technology and eco-friendly products to provide efficient and effective cleaning services. From restaurants to hospitals, retail stores to educational institutions, we cater to a variety of commercial properties, ensuring a clean and hygienic environment for all. Our services go beyond just cleaning - we aim to rejuvenate your facility and exceed your expectations. Contact us for a competitive price on a customized cleaning plan and experience the reliability and efficiency that our satisfied customers rave about.
5901 94th St, Queens, NY 11373, United States -
CPA Tax Services - BottomLine -Tax
● OpenCPA Tax Services - BottomLine-Tax is an accounting and finance institution located at 47-46 Vernon Boulevard, New York, United States. This institution specializes in helping businesses understand how taxes impact their profits and offers advice on how to minimize tax liabilities. The website provides valuable information on different types of taxes, business entities, recordkeeping, income reporting, deductions, and tax filing. By consulting with tax professionals at CPA Tax Services - BottomLine-Tax, businesses can make informed decisions, avoid common tax mistakes, and maximize tax-saving opportunities. Stay informed and become more tax savvy by reading the insightful posts on the BottomLine Tax blog. Please note that the information provided on the website is for informational purposes only and should not be considered as professional financial or tax advice. Always consult with a qualified accountant or professional for personalized guidance on your financial and tax situation.
47-46 Vernon Blvd, Queens, NY 11101, United States -
Vizhnay Accounting & Tax Services
● OpenVizhnay Accounting & Tax Services is a reputable accounting and finance institution located at 44-11 48th Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of accounting and tax services to individuals and businesses alike. Our commitment to accuracy, efficiency, and personalized service sets us apart from the rest. Whether you need assistance with tax preparation, bookkeeping, payroll, or financial planning, our experts are here to help. Trust Vizhnay Accounting & Tax Services to handle all of your financial needs with precision and care.
44-11 48th Ave, Queens, NY 11377, United States
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