TOP 30 Investment education in Queens, New York

102 results found

Da Shi Yi Min (Flushing) is a professional institution that provides services for immigration, study abroad, investment, and settlement in the United States, with headquarters located in New York. Currently, we have offices in both Queens and Manhattan. In addition to experienced immigration lawyers, Da Shi Yi Min also has a professional team that speaks multiple languages, including immigration experts, study abroad consultants, and accountants. Our main services include: US investment immigration, skilled immigration, family immigration, outstanding talent immigration, green card applications, various visas, identity conversion, immigration court/appeals/reversals, study abroad transfers, etc. We can also provide information services for clients on property, employment, education, healthcare, and tax matters after arriving in the United States.

Merrill Lynch Financial Advisor Esther Luk is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. Esther Luk follows the deep-seated Merrill tradition of community involvement and volunteering. With Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. As a financial advisor at Merrill Lynch Wealth Management, Esther focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, Esther helps you identify and prioritize the goals that matter most to you, whether it's planning for retirement, buying a home, or funding education. Through the Investment Personality Assessment, Esther gains a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The institution offers tools to track changes in your life and goals, ensuring your financial approach reflects these adjustments. Esther's mission is to understand what matters most to you and help you design and implement a personalized plan to achieve your financial goals while managing risk. Regular check-ins and adjustments to your financial approach help you stay on track to reach your goals. As a Merrill Lynch Wealth Management Advisor, Esther works with you to build a customized investment approach that addresses your needs and goals. With personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America, Esther can help you achieve your financial goals.

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.

Northwestern Mutual Financial, located at 6903 Fresh Pond Road in New York, United States, is a trusted institution in the finance industry. Our experienced financial advisors are dedicated to helping you protect your family and achieve your goals. We offer a wide range of financial options, including investments and insurance, tailored to your specific needs. With top ratings from major agencies and recognition for exceptional customer experience, Northwestern Mutual is committed to providing you with the best financial solutions. Our personalized plans take into account your current and future priorities, ensuring that you can make informed decisions today and in the future.

Merrill Lynch Financial Advisor Frank Vincent Guzzone, located at 6965 Yellowstone Boulevard, New York, United States, is dedicated to helping successful business owners and career professionals navigate the complexities of wealth creation and preservation. With a background in film and a passion for storytelling, Frank strives to create personalized financial plans that align with his clients' aspirations and lifestyle needs. By incorporating a 360° planning discipline, Frank addresses both sides of his clients' balance sheets, offering guidance on credit, lending, and budgeting to help streamline their daily finances. Through collaboration and careful planning, Frank aims to bring order to his clients' financial lives, empowering them to pursue their goals with confidence and purpose. With a focus on building strong client relationships based on trust and personalized service, Frank and his team at Merrill Lynch Wealth Management provide comprehensive financial solutions tailored to each client's unique needs and priorities. By shifting the focus from chasing money to pursuing impact, passion, and purpose, Frank helps his clients use money as a tool to build a life they love and find meaningful. With a commitment to understanding his clients' goals and priorities at every stage of their lives, Frank provides ongoing support and guidance to help them stay on track and adapt their financial approach as needed. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Frank is dedicated to helping you make informed investment decisions that align with your personal values and long-term objectives. Through regular check-ins and adjustments to your financial strategy, Frank ensures that your approach remains aligned with your evolving goals and aspirations. Partner with Frank Vincent Guzzone to take control of your financial future and pursue the life you envision.

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.

Robert A. Duke, MBA PRIMERICA ADVISORS is a finance institution located at 6368 Woodhaven Boulevard in New York, United States. Led by the experienced financial advisor Robert A. Duke, who holds an MBA degree, this institution specializes in providing comprehensive financial planning and investment advice to individuals and businesses. With a focus on helping clients achieve their financial goals and secure their financial future, Robert A. Duke, MBA PRIMERICA ADVISORS is dedicated to providing personalized and professional services to each client. Whether you are looking to build wealth, save for retirement, or plan for your children's education, this institution can help you navigate the complexities of the financial world and make informed decisions.

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.

Edward Jones is a renowned finance institution located at 21333 39th Avenue in New York, United States. With a strong reputation for providing personalized financial services and investment advice, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to guiding you every step of the way. Visit their office in New York to start your journey towards financial success.

Edward Jones is a renowned finance institution located at 21545 Northern Boulevard in New York, United States. With a strong reputation for providing personalized financial services, Edward Jones offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The institution's team of experienced financial advisors are dedicated to providing top-notch customer service and expert guidance to help clients make informed decisions about their finances. Whether you're looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Harare Wealth Management is a finance institution located at 89-00 170th Street in New York, United States. We offer a range of financial services and products to help our clients manage and grow their wealth. Our team of experienced professionals can assist you with investment strategies, retirement planning, and more. At Harare Wealth Management, we provide access to a variety of calculators and educational videos on our website to help you make informed financial decisions. We are committed to helping our clients achieve their financial goals and secure their financial future.

DAVID SHIN, CPA PC is an accounting and finance institution located at 218-14 Northern Boulevard, New York, United States. Our catchphrase is "We become partners with business owners and taxpayers." We provide a wide range of services from basic accounting and tax work to seminars on overseas financial accounts. Our goal is to provide each and every customer with the best insurance products and services for a stable and prosperous life. We offer two types of financial aid for education: Need-based Aid determined by parents' income and Merit-Aid based on students' grades or skills. Our services include corporate/personal tax reporting, business consulting, tax audit agent services, Certified QuickBooks User, college financial aid, and financial/investment advice. We serve our customers like family, considering their success as our own and striving to provide the best service possible.

Smiley Tax Service is a comprehensive tax, accounting, and insurance agency located at 237-33 Jamaica Avenue in New York, United States. Specializing in tax resolution, tax preparation, accounting, controller services, bookkeeping, payroll, and insurance services, we cater to small and mid-sized businesses in Bellerose, NY. Our services go beyond just tax preparation – we also offer retirement and group health plans to attract and retain talent, timekeeping technology for improved productivity, payroll processing on desktop or mobile, human resources management, and streamlined hiring and onboarding processes.

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.

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.

Edward Jones - Financial Advisor: John Renda, AAMS™|CRPC™ is a reputable finance institution located at 181-22 Union Turnpike in New York, United States. With a focus on providing personalized financial planning and investment services, John Renda, who holds the designations of AAMS™ and CRPC™, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Edward Jones - Financial Advisor: John Renda is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Yomarie Letriz Ruiz is a trusted TD Wealth Financial Advisor located at 164-06 Union Turnpike in New York, United States. With a focus on personalized financial planning and wealth management, Yomarie offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Yomarie is dedicated to providing tailored solutions to meet your individual needs. Contact Yomarie Letriz Ruiz today to schedule a consultation and take the first step towards securing your financial future.

Jennaydra Jordan, Principal & Financial Advisor at JD Growth Financial Strategies, LLC, located at 97-77 Queens Boulevard, New York, United States, offers custom financial guidance to help clients enjoy today and have peace for tomorrow. New York Life is dedicated to serving professional advisors, providing personalized guidance to give clarity about financial situations and help clients achieve their goals. With practical education and step-by-step guidance, clients can better understand their finances and make wise decisions for themselves and their families. The team at JD Growth Financial Strategies tailors recommendations to suit individual needs and objectives, offering hands-on support in every phase of the financial journey. Jennaydra Jordan is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Investment advisory services are offered through Eagle Strategies, LLC. Clients can gain insight into their financial goals by entering basic details about their current situation. Neither JD Growth Financial Strategies nor New York Life provide tax, legal, or accounting advice, so clients are encouraged to consult their own professionals.

Garantice Su Futuro LLC Conrado Gonzalez is a multifaceted institution located at 37-06 82nd Street in New York, United States. Specializing in finance, food, and retail services, this establishment offers a wide range of products and services to cater to the diverse needs of its customers. Whether you are looking for financial advice, delicious food options, or quality goods, Garantice Su Futuro LLC Conrado Gonzalez is committed to providing top-notch service and ensuring a bright future for all its clients.

Primerica Financial Services is a finance institution located on 115th Avenue in New York, United States. As a leading provider of financial services, Primerica offers a range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or insurance options, Primerica has the expertise and resources to help you make informed decisions and secure your financial future. With a commitment to financial education and empowerment, Primerica is dedicated to helping clients build a solid financial foundation and achieve long-term success.

National Financial Network 恒信理财 is a leading finance institution located at 136-20 38th Avenue in New York, United States. With a strong focus on financial planning and wealth management, our team of experienced professionals offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, National Financial Network 恒信理财 is here to provide expert guidance and support. Trust us to help you build a secure financial future.

Lenny Sun - Prudential Financial is a reputable finance and insurance agency located at 39-01 Main Street in New York, United States. With a strong focus on providing top-notch financial planning and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, Lenny Sun - Prudential Financial offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Lenny Sun - Prudential Financial to provide expert guidance and support.

Edward Jones - Financial Advisor: Paul Fishman, AAMS™ is a reputable finance institution located at 181-22 Union Turnpike in New York, United States. As a trusted financial advisor, Paul Fishman, AAMS™ 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: Paul Fishman, AAMS™ offers a wide range of investment options and strategies to meet the individual needs of each client. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Paul Fishman, AAMS™ is dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Financial Advisor Edward W Blatz, located at 6965 Yellowstone Boulevard in New York, United States, is a top-tier finance institution dedicated to providing exemplary client service. Recognized by Forbes for having one of the "Best-in-State Wealth Management Teams" in 2024, the team at Merrill is supported by global resources and consists of talented individuals committed to building strong client relationships based on trust and personalized service. As a Senior Resident Director - Wealth Management Advisor, Edward W Blatz and his team take a hands-on approach to financial guidance, focusing on long-term strategies tailored to each client's specific needs, goals, and risk tolerance. By listening to clients' aspirations and priorities, they help develop personalized plans to manage, grow, and preserve wealth, while also addressing future goals such as healthcare expenses, education funding, and wealth transfer. With access to investment insights from Merrill and banking solutions from Bank of America, Merrill Lynch Financial Advisor Edward W Blatz is dedicated to helping clients achieve financial stability and independence, providing an exemplary level of service and advice to become a lifetime resource for their financial well-being.

Citi Private Wealth Management (PWM) is a prestigious finance institution located at 3901 Bell Boulevard in New York, United States. With a focus on providing tailored financial solutions for high-net-worth individuals, Citi PWM offers a wide range of services including investment management, estate planning, and wealth preservation. Their team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Citi PWM today to learn more about their personalized wealth management services.

The Bank of America Financial Center is a prominent banking institution located at 231 Beach 20th Street in New York, United States. As a leading player in the finance industry, this center offers a wide range of banking services to individuals, businesses, and organizations. From checking and savings accounts to loans and investments, Bank of America provides comprehensive financial solutions to meet the diverse needs of its customers. With a strong reputation for reliability and customer service, this institution is a trusted partner for managing finances and achieving financial goals.

Equity Playground is a vibrant and inclusive park located on 88th Avenue in the heart of New York City, United States. This community space is dedicated to promoting equity and unity among all individuals, regardless of background or ability. With colorful playground equipment, open green spaces, and interactive learning stations, Equity Playground provides a safe and welcoming environment for families and children to come together and enjoy the outdoors. Whether you're looking to relax in the sun, socialize with neighbors, or engage in fun recreational activities, Equity Playground is the perfect place for all to come and play.

H&R Block is a well-established accounting and finance institution located at 249 16 Hillside Avenue in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block provides expert guidance to help you navigate the complexities of the financial world. Trust H&R Block to handle all your accounting and finance needs with professionalism and efficiency.

Queenswood is a prestigious institution located in the heart of New York City at 54-39 100th Street. Known for its academic excellence and strong sense of community, Queenswood offers a wide range of programs and resources to support student success. With a dedicated faculty and staff, state-of-the-art facilities, and a vibrant campus atmosphere, Queenswood is committed to providing a well-rounded education that prepares students for success in college and beyond. Join us at Queenswood and discover the endless possibilities that await you.