TOP 30 Individual portfolio management in Queens, New York

54 results found

Merrill Lynch Wealth Management, located at 6965 Yellowstone Boulevard in New York, United States, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors who have a wealth of knowledge in wealth management, retirement income planning, and estate planning, the institution is well-equipped to help clients navigate the complexities of the financial markets. The advisors at Merrill Lynch Wealth Management are dedicated to putting clients' interests first and helping them achieve their financial and life goals. Through a personalized approach that takes into account each client's unique needs and priorities, the advisors create tailored financial strategies designed to meet long-term objectives.

Dmitry Gurvich - TD Wealth Relationship Manager is a finance institution located at 73-55 Grand Avenue in New York, United States. As a Relationship Manager at TD Wealth, Dmitry Gurvich offers personalized financial solutions and expert advice to help clients achieve their financial goals. With a focus on building strong relationships and providing top-notch customer service, Dmitry Gurvich is dedicated to helping individuals and families navigate the complexities of wealth management. Whether you are looking to invest, plan for retirement, or protect your assets, Dmitry Gurvich can provide the guidance and support you need to secure your financial future.

Ameritrade Group is a leading accounting and finance institution located at 104-56 Roosevelt Avenue in New York, United States. With a team of experienced professionals, Ameritrade Group offers a wide range of financial services including accounting, investment management, and financial planning. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Ameritrade Group is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.

MEK 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.

TA Anchor Insurance is a reputable insurance agency located at 83-10 Astoria Boulevard in New York, United States. With over 24 years of experience, we specialize in providing insurance coverage for personal, business, and transportation needs in Astoria, Queens. Our dedicated team is committed to serving the passenger transportation industry, ensuring that our valued clients receive the right insurance coverage tailored to their specific requirements. Trust TA Anchor Insurance Brokerage for all your insurance needs.

American Funding is a reputable finance institution located at 3744 65th Street in New York, United States. With a strong focus on providing financial solutions to individuals and businesses, American Funding offers a wide range of services including loans, mortgages, and investment opportunities. With a team of experienced professionals, American Funding is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to purchase a home, start a business, or invest in the stock market, American Funding is here to provide you with the guidance and support you need. Visit us today to learn more about how we can help you reach your financial aspirations.

York Capital Co is a finance institution located at 1425 Central Avenue in New York, United States. With a strong reputation for excellence in the financial industry, York Capital Co offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, York Capital Co is committed to providing personalized solutions that are tailored to your specific needs.

Aspire Capital Group Inc is a finance institution located at 94-23 Lefferts Boulevard in New York, United States. They specialize in providing a wide range of financial services including investment banking, asset management, and financial advisory services. With a team of experienced professionals, Aspire Capital Group Inc is dedicated to helping their clients achieve their financial goals and objectives. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Aspire Capital Group Inc is committed to providing personalized and tailored solutions to meet your needs. Contact them today to learn more about how they can help you navigate the complex world of finance.

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.

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.

Magnificent Sevens is a premier institution located at 1085 Beach 21st Street in New York, United States. With a focus on excellence and innovation, Magnificent Sevens offers a wide range of programs and services to help individuals reach their full potential. From cutting-edge research to top-notch education, this institution is committed to providing a world-class experience for all its students. Whether you're looking to further your career or pursue a new passion, Magnificent Sevens is the perfect place to achieve your goals.

Solomon Agency Corp is a reputable insurance agency located at 217-04 Northern Boulevard in New York, United States. With a strong commitment to providing top-notch insurance solutions, Solomon Agency Corp offers a wide range of insurance products to meet the diverse needs of individuals and businesses. Their team of experienced agents is dedicated to helping clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Solomon Agency Corp is here to help you protect what matters most. Contact them today for personalized and reliable insurance services.

Aimdar Advisory Group ☂️ 安达财富 is a comprehensive financial, health, and insurance agency located at 118-35 Queens Boulevard in New York, United States. Our experienced team of advisors offers personalized solutions to help you achieve your financial goals and protect your health and assets. Whether you are planning for retirement, looking for health insurance options, or seeking to secure your family's future, Aimdar Advisory Group has the expertise and resources to guide you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.

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.

Arthur Solomon is a reputable doctor's office located at 71-11 110th Street in New York, United States. Specializing in health and wellness, the institution offers a wide range of medical services to cater to the needs of patients. With a team of experienced and dedicated healthcare professionals, Arthur Solomon is committed to providing top-notch care and treatment to individuals seeking medical attention. Whether you are in need of a routine check-up or are dealing with a health issue, you can trust Arthur Solomon to provide you with the highest quality of care.

The Jose M Torres contact/portfolio is a health institution located at 81-18 97th Avenue in New York, United States. This institution offers a range of health services and resources to support individuals in achieving their wellness goals. With a focus on holistic health and personalized care, Jose M Torres provides compassionate and comprehensive care to patients of all ages. Whether you are seeking routine medical check-ups, specialized treatments, or support with managing chronic conditions, the dedicated team at Jose M Torres is here to help. Contact them today to schedule an appointment and start your journey towards better health.

WALL STREET CONSULTING LLC is a prestigious finance institution located at 3808 Union Street in New York, United States. With a team of expert financial advisors and consultants, we provide top-notch financial services to our clients. Our services include investment advice, portfolio management, risk assessment, and financial planning. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, WALL STREET CONSULTING LLC is here to help you achieve your financial goals. Trust us to guide you towards a secure and prosperous financial future.

STI Consultants is a leading finance institution located at 43-39 Main Street in New York, United States. With a team of expert consultants, STI offers a wide range of financial services including investment advice, risk management, and strategic planning. The institution is known for its innovative approach to financial solutions and its commitment to helping clients achieve their goals. Whether you are an individual looking to grow your wealth or a business seeking to optimize your financial strategies, STI Consultants is the go-to destination for all your financial needs.

Merit Financial Partners, LLC is a finance institution located at 6964 Grand Avenue in New York, United States. Specializing in financial planning, investment management, and wealth preservation, Merit Financial Partners, LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides comprehensive financial solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merit Financial Partners, LLC is dedicated to helping you secure a prosperous financial future.

Carmen Capital is a leading finance institution located at 35-37 36th Street in New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, wealth management, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Carmen Capital is the trusted partner you need for all your financial needs.

Charles Schwab is a renowned financial institution located at 72-19 Austin Street in New York, United States. Known for its exceptional financial services and investment opportunities, Charles Schwab offers a wide range of services including wealth management, retirement planning, trading, and banking. With a reputation for reliability and expertise in the finance industry, Charles Schwab is a trusted partner for individuals and businesses looking to achieve their financial goals.

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.

PW Advisors is a reputable accounting and finance institution located at 251-73 Jericho Turnpike in New York, United States. With a team of experienced professionals, PW Advisors offers a wide range of financial services to individuals and businesses. From tax planning and preparation to investment strategies and financial consulting, PW Advisors is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, PW Advisors is a trusted partner in navigating the complexities of the financial world.

June Woo is a reputable finance institution located at 25715 Union Turnpike in New York, United States. With a strong focus on providing top-notch financial services, June Woo is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, June Woo's team of experts is here to help. Trust June Woo to provide you with the personalized and professional financial guidance you need to secure your financial future.

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.

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.

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.

Prudential Advisors - Kelly James Financial Professional is a finance and insurance agency located at 21426 41st Avenue in New York, United States. As a trusted financial professional, Kelly James offers expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on providing top-notch service and comprehensive financial planning, Prudential Advisors - Kelly James is dedicated to helping individuals and families secure their financial future. Contact them today to learn more about their services and how they can assist you with your financial needs.