TOP 30 Best Long term financial planning in Queens, New York
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Morgan Legal Group P.C. | Queens
At Morgan Legal Group P.C. in Queens, New York, our team of trained professionals specializes in estate planning, providing personalized and comprehensive legal services tailored to each client's specific needs. Unlike many large law firms, our clients have direct access to an attorney whenever they have a question or concern. Our attorneys possess advanced knowledge and experience in estate planning, offering expertise in wills, trusts, powers of attorney, and healthcare directives. We work hand in hand with our clients to achieve common goals, whether their needs are urgent or long-term.
Legacy Planning Solutions
Legacy Planning Solutions is a premier finance institution located at 21-34 Himrod Street in New York, United States. Our team of experienced financial advisors specializes in helping clients create comprehensive strategies to preserve and protect their assets for future generations. Whether you are looking to plan for retirement, minimize taxes, or ensure your loved ones are taken care of, Legacy Planning Solutions is dedicated to providing personalized and professional service to meet your unique financial goals. Contact us today to start planning for your legacy.
Min Wen Chen - Prudential Financial
Welcome to Min Wen Chen - Prudential Financial, your trusted partner in financial and insurance services, conveniently located at 159-15 Northern Boulevard, Queens, New York. Serving the vibrant community of Queens and beyond, we are committed to providing personalized financial solutions that cater to your unique needs and goals. At Min Wen Chen - Prudential Financial, we understand that navigating the complexities of financial planning and insurance can be overwhelming. That’s why our dedicated team of professionals is here to guide you every step of the way. Whether you’re planning for retirement, securing your family’s future, or simply looking to safeguard your assets, we offer a comprehensive range of services tailored to meet your individual requirements.
Estate Planning Queens
Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.
Insurance Brokers of Queens Corp
Insurance Brokers of Queens Corp is a reputable insurance agency located at 116-31 Metropolitan Avenue in New York, United States. With years of experience in the industry, our dedicated team of insurance brokers is committed to providing personalized insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at the best possible rates. Trust Insurance Brokers of Queens Corp to protect what matters most to you.
Premier Financial Alliance
Welcome to Premier Financial Alliance, your trusted partner in financial success, conveniently located at 214-25 42nd Avenue, Queens, New York 11361. We specialize in providing comprehensive financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced financial professionals is dedicated to helping you navigate the complexities of financial planning, investment management, and insurance solutions. At Premier Financial Alliance, we pride ourselves on our client-centered approach, ensuring personalized strategies that align with your financial goals. Whether you're planning for retirement, seeking investment opportunities, or looking to protect your assets, we are here to guide you every step of the way. Our commitment to excellence and integrity ensures that you receive the highest quality service and advice.
Financial Planner NY
Financial 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.
Plan With Phil - Life Insurance & Disability Insurance
Plan With Phil - Life Insurance & Disability Insurance is a finance and insurance agency located at 36-50 Main Street, New York, United States. We believe that life insurance is essential for a solid financial plan, and we offer a variety of options to fit your needs and budget. Our team of experienced professionals will provide personalized recommendations to help you protect your income and assets. Whether you are looking for term life insurance, whole life insurance, or disability insurance, we have got you covered. We understand that life is unpredictable, and having the right protection in place can provide security for you and your loved ones. Don't wait until it's too late - contact Plan With Phil today to get started on securing your financial future.
Doreen Ramdhani: Primerica - Financial Services
Doreen Ramdhani: Primerica - Financial Services is a finance and insurance agency located at 115-87 Lefferts Boulevard in New York, United States. With a focus on providing comprehensive financial services to individuals and families, Doreen Ramdhani and her team offer personalized solutions to help clients achieve their financial goals. From retirement planning and investments to insurance coverage and debt management, this institution is dedicated to helping clients secure their financial future. With a commitment to excellence and a strong focus on customer service, Doreen Ramdhani: Primerica - Financial Services is a trusted partner for all your financial needs.
David Smith, Bankers Life Agent and Bankers Life Securities Financial Representative
David Smith, Bankers Life Agent and Bankers Life Securities Financial Representative located at 133-33 Brookville Boulevard in New York, United States, offers a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With Medicare Advantage, you can enjoy similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage. Our plans also include an annual maximum out-of-pocket limit, and some even have premiums as low as $0 per month. As the need for long-term care becomes increasingly important, our team is here to help you plan for the future and have important discussions with your loved ones. Contact us today to start planning for your next steps towards financial security and peace of mind.
Liliana Sartori: Primerica - Financial Services
Liliana Sartori: Primerica - Financial Services is a leading finance and insurance agency located at 17930 149th Avenue in New York, United States. With a focus on providing personalized financial solutions, the institution offers a wide range of services including investment planning, retirement savings, insurance policies, and more. Led by experienced professionals, Liliana Sartori: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Contact them today to learn more about their services and how they can assist you in managing your finances effectively.
Aspis Financial Management Group
Aspis Financial Management Group is a leading insurance agency located at 148-29 Cross Island Parkway in New York, United States. With a team of experienced professionals, Aspis Financial Management Group offers a wide range of insurance products and financial services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, Aspis Financial Management Group is committed to providing personalized solutions tailored to your specific needs. Trust in Aspis Financial Management Group to help you protect what matters most.
Myra Vasquez: Primerica - Financial Services
Myra Vasquez: Primerica - Financial Services is a reputable finance and insurance agency located in New York, United States. With a strong focus on providing comprehensive financial solutions to individuals and families, Myra Vasquez and her team at Primerica strive to empower clients to achieve their financial goals and secure their future. Whether it's retirement planning, investment strategies, or insurance coverage, clients can trust Myra Vasquez and Primerica to provide expert guidance and personalized services. With a commitment to integrity and excellence, Myra Vasquez: Primerica - Financial Services is a trusted partner in building a strong financial foundation.
Christian Agbavor: Primerica - Financial Services
Christian Agbavor: Primerica - Financial Services is a reputable finance and insurance agency located at 1 Cross Island Parkway in New York, United States. With a focus on providing top-notch financial services to individuals and families, Christian Agbavor and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for insurance solutions or investment opportunities, this institution is committed to providing personalized and professional services to meet your needs. Trust Christian Agbavor: Primerica - Financial Services to guide you towards a more secure financial future.
Eddie Isaac: Primerica - Financial Services
Eddie Isaac: Primerica - Financial Services is a reputable finance and insurance agency located at 115-87 Lefferts Boulevard in New York, United States. Our dedicated team of professionals is committed to providing top-quality financial services to help individuals and families achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, our experts are here to help you every step of the way. Contact us today to schedule a consultation and start securing your financial future with Eddie Isaac: Primerica - Financial Services.
R Shivcharan: Primerica - Financial Services
R Shivcharan: Primerica - Financial Services is a reputable finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a focus on providing top-notch financial services, including investment planning, retirement planning, and insurance solutions, our team at R Shivcharan: Primerica is dedicated to helping our clients achieve their financial goals and secure their future. With a strong commitment to customer satisfaction and a track record of success, we are the go-to institution for all your financial needs. Contact us today to learn more about how we can help you plan for a brighter financial future.
Shivraj Prasad: Primerica - Financial Services
Shivraj Prasad: Primerica - Financial Services is a leading finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a commitment to providing top-notch financial services, Shivraj Prasad: Primerica helps clients achieve their financial goals through personalized solutions and expert advice. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, the experienced team at Shivraj Prasad: Primerica is dedicated to helping you secure a stable financial future. Visit us today to learn more about our services and how we can help you reach your financial goals.
Special Needs Trust Queens
Special Needs Trust Queens is a legal institution located at 15638 Cross Bay Boulevard in New York, United States. As a team of experienced lawyers, we specialize in creating and managing special needs trusts for individuals with disabilities. Our mission is to provide peace of mind to families by ensuring that their loved ones with special needs are financially secure and well cared for. Contact us today to learn more about how we can help you plan for the future of your loved one.
Andrew Corrigan Financial Services
Andrew Corrigan Financial Services is a reputable finance institution located at 162-1 Sanford Avenue in New York, United States. With a strong track record of providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. Trust Andrew Corrigan Financial Services to provide personalized solutions tailored to your specific needs.
Forest Hills Financial Group
Forest Hills Financial Group is a reputable finance and insurance agency located at 11835 Queens Boulevard in New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Forest Hills Financial Group is dedicated to helping you achieve your goals. Their personalized approach and commitment to excellent customer service make them a trusted partner for individuals and businesses alike. Visit their office today to learn more about how they can help you secure your financial future.
Albertoni Fleurant: Primerica - Financial Services
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.
Merrill Lynch Financial Advisor Susan N Preslier
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™
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.
Prudential Advisors - Kelly James Financial Professional
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™
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.
Future Financial Services
Future Financial Services is a leading finance institution located at 103-38 123rd Street in New York, United States. Our team of experienced financial experts is dedicated to providing exceptional financial services to our clients, helping them secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Contact us today to schedule a consultation and let us guide you towards a secure and prosperous financial future.
Ankur Chawla: Primerica - Financial Services
Ankur Chawla: Primerica - Financial Services is a finance and insurance agency located at 87-15 115th Street in New York, United States. Our institution specializes in providing a range of financial services to help individuals and families achieve their financial goals. From retirement planning to investment strategies, our team of experienced professionals is dedicated to helping clients secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Victoria Borukhova - Prudential Financial
Victoria Borukhova - Prudential Financial is a reputable finance and insurance agency located at 85-02 139th Street in New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Victoria Borukhova - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their future. With a team of experienced professionals, they offer personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Victoria Borukhova - Prudential Financial is the trusted partner you can rely on for all your financial needs.
Bartal Law Life & Legacy Planning
Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.
Alejandra Soto: Primerica - Financial Services
Welcome to Alejandra Soto: Primerica - Financial Services, your trusted partner in financial security and growth located in the heart of Queens, New York. Situated at 31-12 24th Avenue, our agency is dedicated to empowering individuals and families with the knowledge and tools necessary for financial success. At Alejandra Soto: Primerica, we specialize in a comprehensive range of financial services, including life insurance, investment opportunities, and debt management solutions. Our mission is to help you make informed decisions that can lead to a more secure financial future. With a client-centric approach, we tailor our services to meet your unique needs and goals.
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