TOP 30 Long term wealth building in Queens, New York
43 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
Merrill Lynch Wealth Management
● OpenMerrill 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.
6965 Yellowstone Blvd, Queens, NY 11375, United States -
Edson De La Cruz - TD Wealth Financial Advisor
● OpenEdson 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.
76-02 Main St, Queens, NY 11367, United States -
Omor Elahi - TD Wealth Financial Advisor
● OpenOmor Elahi - TD Wealth Financial Advisor is a reputable finance institution located at 97-17 Rockaway Boulevard in New York, United States. As a trusted financial advisor under TD Wealth, Omor Elahi provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Omor Elahi offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Omor Elahi - TD Wealth Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
97-17 Rockaway Blvd Suite 1, Queens, NY 11417, United States -
Donna Dougan - TD Wealth Relationship Manager
● OpenDonna Dougan - TD Wealth Relationship Manager is a finance institution located at 70-05 Northern Boulevard in New York, United States. As a trusted advisor, Donna Dougan specializes in providing personalized wealth management services to clients. With a focus on building long-term relationships, Donna works closely with individuals and families to help them achieve their financial goals. Whether it's retirement planning, investment strategies, or estate planning, clients can rely on Donna Dougan for expert advice and guidance. Experience the difference of working with a dedicated TD Wealth Relationship Manager at Donna Dougan's office in New York.
70-05 Northern Blvd, Queens, NY 11372, United States -
Jason Leberfeld - TD Wealth Relationship Manager
● OpenJason Leberfeld is a dedicated TD Wealth Relationship Manager located at 150-38 Northern Boulevard in New York, United States. Specializing in finance, Jason provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Jason is committed to delivering exceptional service and guidance in wealth management. Contact Jason Leberfeld today to start planning for a secure financial future.
150-38 Northern Blvd, Queens, NY 11354, United States -
Merrill Lynch Wealth Management Advisor Azaad Mohamed
● OpenMerrill Lynch Wealth Management Advisor Azaad Mohamed is a finance institution located at 36-35 Bell Boulevard, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. Specializing in asset allocation, diversification, and rebalancing, Merrill Lynch helps clients navigate the complexities of investing. It is important to note that investing involves risks, and consultation with legal and tax advisors is recommended before making financial decisions. Services offered include brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, is a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch is committed to providing clients with information about products and services that may be beneficial to them. It is important to note that leaving the Bank of America website may redirect you to FINRA's BrokerCheck. Please refer to the institution's terms and privacy policies for more information.
36-35 Bell Blvd, Bayside, NY 11361, United States -
Jason Leberfeld - TD Wealth Relationship Manager
● OpenJason Leberfeld - TD Wealth Relationship Manager is a finance institution located at 214-32 Jamaica Avenue in New York, United States. As a Relationship Manager, Jason Leberfeld specializes in providing personalized financial advice and solutions to help clients achieve their financial goals. With expertise in wealth management, investment strategies, and financial planning, Jason Leberfeld is dedicated to building long-lasting relationships with clients and helping them navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Leberfeld is committed to providing expert guidance and exceptional service to help you succeed financially.
214-32 Jamaica Ave, Queens, NY 11428, United States -
Build Pro
● OpenWelcome to Build Pro, your trusted general contractor located at 153 Little East Neck Road, West Babylon, New York. Since our establishment on Long Island in 2003, we have been dedicated to providing top-quality construction services throughout New York. Our expertise spans a wide range of services including construction, renovation, demolition, and more. We pride ourselves on transforming spaces and bringing our clients' visions to life with precision and care. At the heart of Build Pro is Vladimir, a committed Hispanic father of three daughters, whose passion for building and creating is the driving force behind our success. With a relentless pursuit of excellence, Vladimir has turned his passion into a career, ensuring every project not only meets but exceeds expectations. His dedication to his craft and clients is a testament to his commitment to crafting a better life for his family and community.
153 Little East Neck Road, West Babylon, New York 11704, 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 -
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 -
Met Life
● OpenMetLife is an insurance agency located in New York, United States, dedicated to providing all the information you need to protect yourself and your family in one convenient place. We prioritize the security of your personal information and are committed to safeguarding it against social engineering scams. Our Health Savings Accounts (HSAs) are essential for employee retention and financial well-being. We offer various dental network options, including preferred dental programs with in-network providers for lower costs, as well as Dental Health Maintenance Organizations (HMOs) for in-network services only. Employees can access and manage their benefits through our online portal, MyBenefits.
Queens, NY 11373, United States -
MetLife
● OpenMetLife is an insurance agency located at 27-01 Queens Plaza North in New York, United States. At MetLife, protecting your information is a top priority. Learn about the importance of Health Savings Accounts (HSAs) and how they can benefit employee retention and financial well-being. The institution offers various dental network options, including preferred dental programs and Dental Health Maintenance Organizations (HMOs). Register online to access and manage your MetLife benefits. Discover the critical role of disability insurance and paid leave in demonstrating employee care. MetLife also provides insights on longevity risk and retirement savings. Join our global community of individuals with a shared purpose and see how our people go above and beyond to build a more confident future.
27-01 Queens Plaza N, Long Island City, NY 11101, United States -
Merrill Lynch Financial Advisor Michael T Rooney
● OpenMerrill Lynch Financial Advisor Michael T Rooney is a prestigious finance institution located at 6965 Yellowstone Boulevard, New York, United States. This institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The team is comprised of talented and experienced individuals supported by the global resources of Merrill. The institution focuses on assisting families, individuals, and business owners in developing long-term financial strategies. They emphasize a hands-on approach to financial guidance and strive to provide an exemplary level of service and advice to all clients. The team believes in a long-term approach to investing based on each client's specific financial needs, goals, and risk tolerance. They work with clients to develop personalized plans to help manage, grow, and preserve their wealth. By getting to know each client personally, the team at Merrill Lynch can customize financial approaches to help clients pursue their goals and address fluctuations in the market. The institution offers a range of services including personalized investment strategies and comprehensive financial solutions. With a focus on putting the client first, Merrill Lynch Financial Advisor Michael T Rooney is dedicated to helping clients achieve their financial goals.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
Merrill Lynch Financial Advisor Frank Vincent Guzzone
● OpenMerrill 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.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
Merrill Lynch Financial Advisor Susan N Preslier
● OpenMerrill 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.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
Marco Nunez
● OpenMarco Nunez is a reputable finance institution located at 70-05 Northern Boulevard in New York, United States. With a strong focus on providing top-notch financial services to its clients, Marco Nunez offers a wide range of financial products and solutions tailored to meet the unique needs of individuals and businesses. The institution prides itself on its experienced team of financial experts who are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Marco Nunez is committed to providing personalized and professional assistance to help you succeed financially.
70-05 Northern Blvd, Queens, NY 11372, United States -
Primerica financial services
● OpenPrimerica 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.
115th Ave, Jamaica, NY 11436, United States -
Edward Jones - Financial Advisor: Annette D Matthew
● OpenEdward Jones - Financial Advisor: Annette D Matthew is a trusted financial institution located at 181-22 Union Turnpike in New York, United States. Specializing in personalized investment strategies and retirement planning, Annette D Matthew provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial future when working with Edward Jones - Financial Advisor: Annette D Matthew.
181-22 Union Tpke, Fresh Meadows, NY 11366, United States -
Edward Jones - Financial Advisor: Paul Fishman, AAMS™
● OpenEdward 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.
181-22 Union Tpke, Fresh Meadows, NY 11366, United States -
Cooper Investors Inc
● OpenCooper Investors Inc is a reputable finance institution located at 141-07 20th Avenue in New York, United States. With a focus on providing expert financial advice and investment services, Cooper Investors Inc is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the stock market, the experienced team at Cooper Investors Inc is dedicated to providing personalized solutions tailored to your specific needs. Trust in Cooper Investors Inc for all your financial needs and start building a brighter financial future today.
141-07 20th Ave #602, Queens, NY 11357, United States -
Qianshen Zhou
● OpenQianshen Zhou is a reputable finance institution located at 150-38 Northern Boulevard in New York, United States. With a focus on providing top-notch financial services and solutions, Qianshen Zhou is known for its expertise in investment management, wealth planning, and financial advisory. The institution prides itself on its commitment to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a track record of success, Qianshen Zhou is a trusted partner for individuals and businesses seeking financial guidance and support.
150-38 Northern Blvd, Queens, NY 11354, United States -
Merrill Lynch Financial Advisor Edward W Blatz
● OpenMerrill 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.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
Bank of America Private Client Advisor Jing J Chen
● OpenBank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."
300 Broadhollow Rd, Melville, NY 11747, United States -
Beech Hills Corporation
● OpenBeech Hills Corporation is a reputable institution located at 57-28 246th Crescent in New York, United States. Known for its commitment to excellence, Beech Hills Corporation offers a wide range of services to its clients, including financial planning, investment management, and estate planning. With a team of experienced professionals, Beech Hills Corporation is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Beech Hills Corporation can provide the expertise and guidance you need. Visit their office today to learn more about how they can help you secure your financial future.
57-28 246th Crescent, Douglaston, NY 11362, United States -
Arrowpoint Tax Services Inc
● OpenArrowpoint Tax Services Inc, located at 1741 Hunt Avenue in New York, is a leading accounting and finance institution that provides comprehensive tax and bookkeeping services for both businesses and individuals. Our team of certified and experienced accountants work closely with clients to ensure tax compliance and efficient accounting systems. Serving clients across various locations including the Bronx, Queens, and New Jersey, we offer a full range of financial services tailored to meet each client's unique needs. At Arrowpoint Tax Services Inc, we prioritize client satisfaction and transparency in all our interactions. Our personalized client onboarding process begins with a confidential consultation to understand your financial goals and objectives. Whether you need assistance with income tax preparation or long-term financial planning, our dedicated accountants are here to help.
1741 Hunt Ave, Bronx, NY 10462, United States -
Huljev & Associates
● OpenHuljev & Associates is a CPA firm located at 44-70 21st Street in New York, United States, specializing in small businesses and individuals. Our team of Certified Public Accountants offers a comprehensive set of services covering tax, accounting, and financial advisory. We focus on our clients' goals and objectives, providing personalized financial solutions tailored to their needs. With a commitment to Total Quality Service, we strive to be customer obsessed and build long-term partnerships with fixed pricing and analytical outputs. Our CPAs have extensive experience across various industries, offering clients access to a wealth of knowledge and expertise. Whether you need help with tax planning, estate planning, or financial analysis, Huljev & Associates is here to help you achieve your financial goals.
44-70 21st St Suite 281, Queens, NY 11101, United States -
Stenco Construction - General Contractor & Remodeling Company New York
● OpenWelcome to Stenco Construction Inc., your premier general contractor and remodeling company in Queens, New York. Located at 38-08 Bell Boulevard, our team of experts is ready to assist you in every phase of renovation, remodeling, and repair. Whether your style leans toward modern loft living or classic, traditional design, we have the skills and experience to transform your home into a space that reflects your vision. At Stenco Construction, customer satisfaction is the cornerstone of our business. We pride ourselves on our proven track record of delivering superior remodeling and renovation solutions. From full property renovations to small household maintenance, our knowledgeable construction managers execute each project with precision, enhancing both the beauty and value of your home.
38-08 Bell Boulevard, Queens, New York 11361, United States -
Five Star Roofing Co.
● OpenWelcome to Five Star Roofing Co., your premier roofing contractor in Queens, New York! Conveniently located at 9706 101st Avenue, we specialize in providing exceptional roofing solutions that combine quality and durability. With over three decades of experience, our skilled team is dedicated to meeting all your roofing needs, whether it's installations, repairs, maintenance, or inspections. At Five Star Roofing, we understand the importance of having a reliable and aesthetically pleasing roof. Our services range from comprehensive roof replacements to preventative inspections, ensuring the longevity and structural integrity of your home or business. We also offer specialized leak repair services to swiftly address water infiltration and protect your property from potential damage.
9706 101st Avenue, Queens, New York 11416, United States -
Family Doctor Brooklyn
● OpenWelcome to Family Doctor Brooklyn Located at 331 Knickerbocker Avenue, Brooklyn, NY 11237, Family Doctor Brooklyn is your trusted partner in health and wellness, committed to serving the diverse community of Brooklyn with personalized and comprehensive medical care. Our practice is part of the esteemed Doral Health & Wellness network, renowned for its innovative approach to integrated health services.
331 Knickerbocker Avenue, Brooklyn, New York 11237, United States
People also searched for:
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos