TOP 30 Personal finances management in Queens, New York

826 results found

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.

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.

Qianshen Zhou is a prominent finance institution located at 56-50 Main Street in New York, United States. With a strong reputation for excellence in the financial industry, Qianshen Zhou offers a wide range of services including investment management, financial planning, and wealth management. The institution is known for its commitment to providing personalized and innovative solutions to help clients achieve their financial goals. With a team of experienced professionals, Qianshen Zhou is dedicated to delivering exceptional service and expertise to its clients.

Edward 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.

SHDA Tax Inc is a prestigious accounting firm located at 37-12 Prince Street in New York, United States. Specializing in tax services, the institution provides expert advice and assistance to individuals and businesses in managing their finances and ensuring compliance with tax regulations. With a team of highly qualified and experienced accountants, SHDA Tax Inc is committed to providing top-notch services to meet the unique needs of each client. Whether you need help with tax planning, preparation, or audit representation, SHDA Tax Inc is the go-to firm for all your accounting and finance needs.

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.

Securities America Inc. is a reputable finance institution located at 112-41 Queens Boulevard in New York, United States. With a strong presence in the financial services industry, Securities America Inc. offers a wide range of investment products and services to help clients achieve their financial goals. From retirement planning to wealth management, Securities America Inc. provides personalized solutions tailored to meet the unique needs of each individual. With a team of experienced financial advisors and a commitment to customer satisfaction, Securities America Inc. is dedicated to helping clients navigate the complexities of the financial markets and make informed investment decisions.

Pavil Associates Inc is a reputable finance institution located at 3110 23rd Avenue in New York, United States. With a strong focus on providing top-notch financial services, Pavil Associates Inc is known for its expertise in investment management, financial planning, and wealth management. Clients can trust in the institution's experienced team of financial professionals to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Pavil Associates Inc is dedicated to providing personalized solutions tailored to meet your specific needs. Visit us today to learn more about how we can help you reach your financial aspirations.

Wei Xia is a reputable finance institution located at 175-30 Horace Harding Expressway in New York, United States. With a strong focus on providing top-notch financial services and solutions, Wei Xia is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, wealth management services, or financial planning advice, Wei Xia has the expertise and resources to assist you every step of the way. Trustworthy and reliable, Wei Xia is dedicated to delivering exceptional service and building long-lasting relationships with its clients. Visit Wei Xia today and experience the difference that personalized financial guidance can make in your life.

Cooper 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.

Housing Partners of NY Inc is a finance institution located at 17002 93rd Avenue in New York, United States. They specialize in providing financial services and resources to individuals and organizations in need of assistance with housing-related expenses. With a commitment to helping clients achieve their housing goals, Housing Partners of NY Inc offers personalized financial solutions and support to ensure a secure and stable living environment for all.

Equinox Financial Partners is a reputable finance institution located at 186-29 Grand Central Parkway in New York, United States. Specializing in providing expert financial services, Equinox Financial Partners offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to delivering personalized and innovative financial strategies tailored to each individual's needs. Visit Equinox Financial Partners today to experience top-notch financial guidance and expertise.

Acentus Capital Advisors is a prominent finance institution located at 3808 Union Street in New York, United States. With a team of experienced financial experts, Acentus Capital Advisors offers a wide range of financial services including investment management, wealth management, and financial planning. Their commitment to providing personalized and strategic financial solutions sets them apart in the industry. Whether you are an individual investor or a corporate client, Acentus Capital Advisors is dedicated to helping you achieve your financial goals.

TransGlobal Holding Company, located at 38-08 Union Street in New York, is a finance, insurance, and real estate agency providing professional and complete All-In-One services for its clients. With over 30 years of experience in financial planning and management, TransGlobal aims to serve the Asian communities in the U.S. The institution offers a wide range of services including tax coaching and planning, tax filing, business incorporation, life insurance, annuity, financial management, mortgage financing, real estate, asset management, health insurance, and Property & Casualty insurance. TransGlobal's one-stop shop wealth management approach provides all-inclusive services to clients. The institution's affiliated companies consist of over 5,000 professional independent agents across major U.S. cities. Founded in 1994, Transpacific Financial Inc. specializes in providing insurance and pension products to help clients establish more comprehensive and timely services. Please visit the headquarters in Monrovia for more information. Please note that investing in securities involves risks, and consultation with a personal tax or legal advisor is recommended before making any financial decisions.

RichFaith Inc. is a leading finance institution located at 152-04 Bayside Avenue in New York, United States. With a strong commitment to helping individuals and businesses achieve financial success, RichFaith Inc. offers a wide range of financial services including wealth management, investment planning, and financial consulting. Our team of experienced professionals is dedicated to providing personalized solutions that meet the unique needs of our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, RichFaith Inc. is here to help you every step of the way. Trust us to be your partner in building a secure 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.

TD Ameritrade is a leading finance institution located at 72-19 Austin Street in New York, United States. With a strong reputation for providing exceptional financial services, TD Ameritrade offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. Whether you are a seasoned investor or just starting out, TD Ameritrade's team of experts is dedicated to providing personalized guidance and support to help you make informed decisions about your finances. Visit TD Ameritrade today and take the first step towards securing your financial future.

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.

Wei Xia is a reputable finance institution located at 244-05 Northern Boulevard in New York, United States. With a strong focus on providing top-notch financial services to its clients, Wei Xia is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or other financial matters, the experienced professionals at Wei Xia are dedicated to providing personalized solutions to meet your needs. Trust Wei Xia to deliver reliable and efficient financial services to help you secure a prosperous financial future.

5th Ave Financial is a leading finance institution located at 83-42 241st Street in New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, 5th Ave Financial is the trusted partner you need for all your financial needs.

CSMG Capital Solutions is a comprehensive financial institution located at 205-17 Jamaica Avenue in New York, United States. Specializing in accounting, finance, and real estate services, CSMG Capital Solutions offers expert advice and solutions for all your financial needs. Whether you are looking to manage your investments, secure a mortgage, or navigate the complex world of real estate transactions, our team of professionals is here to help. Trust CSMG Capital Solutions to provide you with top-notch financial services tailored to your individual goals and needs.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

Motazedi CPA, P.C. is a reputable accounting and finance institution located at 167-17 Hillside Avenue in New York, United States. With a team of experienced and skilled professionals, they provide a wide range of accounting services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Motazedi CPA, P.C. is committed to helping their clients achieve financial success and stability. Their dedication to excellence and personalized service sets them apart as a trusted partner in financial management.

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.

Braga Cleaning Solutions is a finance institution located at 23-40 Broadway in New York, United States. We specialize in providing financial solutions for cleaning companies, helping them manage their finances effectively and grow their businesses. Our team of experienced professionals is dedicated to providing personalized services and support to our clients, ensuring their financial success. Contact us today to learn more about how Braga Cleaning Solutions can help your cleaning business thrive.

Harpreet S Toor is a multi-faceted institution located at 97-35 120th Street in New York, United States. Specializing in finance, local government services, and travel arrangements, Harpreet S Toor offers a range of services to cater to the diverse needs of its clients. With a dedicated team of professionals, this institution is committed to providing top-notch financial advice, efficient government services, and personalized travel solutions. Whether you are looking to manage your finances, navigate local government procedures, or plan your next vacation, Harpreet S Toor is the go-to destination for all your needs.

C & S Accounting & Tax Inc is a reputable accounting and finance institution located in New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, bookkeeping, and consulting. We are dedicated to helping individuals and businesses achieve their financial goals through personalized and efficient solutions. With a commitment to excellence and integrity, C & S Accounting & Tax Inc is your trusted partner for all your accounting and finance needs.