TOP 30 Investment management strategies in Queens, New York

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KADIN CPA PLLC is a reputable accounting firm located at 66-25 103rd Street in New York, United States. With over 10 years of experience, we specialize in providing comprehensive services for businesses and individuals, focusing on tax planning, preparation, bookkeeping, and strategic financial planning. Our team of experts is dedicated to creating financial value for our clients, offering tailored solutions for small to mid-size businesses, enterprise-level clients, and investment firms in industries such as real estate, medical, restaurants, retail, and technology. For individuals seeking assistance with accounting services and tax planning, KADIN CPA follows a strict ethical code to provide personalized financial planning strategies that minimize tax liabilities and align with short and long-term goals. We also offer resources and industry insights to help clients understand changes in regulations and tax laws.

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 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.

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.

ROBB CORPORATION is a dynamic and innovative institution located in New York, United States. Specializing in both finance and food industries, we offer a wide range of services to meet the diverse needs of our clients. Our team of experts is dedicated to providing top-notch financial solutions as well as high-quality food products. Visit our website at robbcorp.com to learn more about how we can help you achieve your goals.

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.

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.

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.

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.

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.

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.

Merrill Lynch Financial Advisor Michael Juhn, located at 6965 Yellowstone Boulevard in New York, United States, offers personalized wealth management strategies tailored to your specific financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael Juhn can help you manage, grow, and preserve your wealth while addressing potential risks. By understanding your unique needs and preferences, he can design a financial approach that reflects your personality and helps you achieve your goals. As a Certified Financial Planner, Michael Juhn is committed to providing comprehensive financial solutions and personalized investment strategies to help you navigate the complexities of your financial life. Contact Merrill Lynch Wealth Management to learn more about how Michael Juhn can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor Deborah Kamer is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. Their team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They believe in managing your wealth by understanding your full financial picture and creating flexible strategies to navigate changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you pursue your goals through personalized wealth management strategies.

Perrotto Private Wealth is a prestigious finance institution located at 156-25 95th Street in New York, United States. With a focus on providing personalized wealth management services, Perrotto Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax strategies. Clients can trust Perrotto Private Wealth to provide expert guidance and support in navigating the complexities of the financial world, ensuring a secure and prosperous future.

Wesley C Barrow: Primerica - Financial Services is a reputable finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a strong focus on providing comprehensive financial services, they offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to providing personalized guidance and support. Trust Wesley C Barrow: Primerica - Financial Services to help you secure your financial future.

All Star Financial is a leading financial institution located at 9536 Roosevelt Avenue in New York, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, All Star Financial is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help secure your financial future.

Merrill Lynch Financial Advisor Corey Christopher Rolling is a reputable finance institution located at 6965 Yellowstone Boulevard in New York, United States. With a strong focus on providing personalized financial advice and services, Corey Christopher Rolling and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Corey Christopher Rolling offers expert guidance and support to help you make informed financial decisions.

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.

SharpFocus Financial Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 11412 Beach Channel Drive in New York, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Users of our website agree to abide by our rules and regulations. As a member of FINRA and SIPC, we prioritize privacy and security for our clients. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us to schedule a meeting and let us assist you in reaching your financial goals.

DC Financial Services is a reputable finance institution located at 3609 Main Street in New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you navigate the complexities of the financial world. Visit us today to learn more about how DC Financial Services can help you secure a brighter financial future.

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.

Rishma Daniel-Sulaiman - Prudential Financial is a reputable finance and insurance agency located at 106-02 Rockaway Boulevard in New York, United States. With a dedication to providing top-notch financial services and insurance products, our team of professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Rishma Daniel-Sulaiman - Prudential Financial is here to assist you every step of the way. Trust us to provide personalized solutions tailored to your specific needs and objectives.

Merrill Lynch Financial Advisor James Gargiulo, located at 6965 Yellowstone Boulevard in New York, United States, is a finance institution dedicated to helping clients make important financial decisions. James Gargiulo is accessible, knowledgeable, and experienced, committed to building strong relationships with clients. With a deep understanding of each client's financial picture, he creates flexible strategies tailored to individual goals and changing market conditions. Supported by the resources of Merrill and Bank of America, James and his team offer personalized wealth management strategies to help clients pursue their financial goals. As a Merrill Lynch Wealth Management Advisor, James focuses on what matters most to each client, adapting financial approaches as goals and priorities evolve. Through conversations and the Investment Personality Assessment, he gets to know clients on a personal level to customize a financial plan that aligns with their values and aspirations. Regular check-ins and adjustments ensure that clients stay on track to achieve their goals, even as life and markets change. With access to the latest investment insights and strategies, James helps clients live their best financial lives.

Cheng Paul is a reputable finance institution located at 13527 38th Avenue in New York, United States. With a strong focus on providing top-notch financial services, Cheng Paul 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, Cheng Paul's team of experienced professionals is here to assist you every step of the way. Trust Cheng Paul for all your financial needs and experience the difference in quality service and expertise.

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.