TOP 10 Personal financial planner ny in Queens, New York
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Ortiz & Ortiz, LLP
Ortiz & Ortiz, LLP is a reputable finance and legal institution located at 35-10 Broadway in New York, United States. With a team of experienced lawyers and financial experts, Ortiz & Ortiz, LLP provides top-notch legal and financial services to clients in need of assistance with their financial matters. Whether you are looking for legal advice on financial transactions or need help with financial planning, Ortiz & Ortiz, LLP is dedicated to providing personalized and professional services to meet your needs. Trust Ortiz & Ortiz, LLP to navigate the complexities of finance and law with expertise and integrity.
Neil G Carousso, CPA, CFP
Neil G Carousso, CPA, CFP is a reputable accounting and finance institution located at 3601 208th Street in New York, United States. With a team of highly skilled professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their expertise and dedication to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need help with tax compliance, investment strategies, or retirement planning, Neil G Carousso, CPA, CFP is committed to helping you achieve your financial goals.
Skevas & Asprou CPAs PLLC
Skevas & Asprou CPAs PLLC is a reputable accounting and finance institution located at 32-75 Steinway Street in New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service makes them a trusted partner for individuals and businesses seeking expert financial advice and assistance.
BRIAN A. KING, CFP
Brian A. King, CFP is a finance institution located at 110-45 Queens Boulevard, New York, United States. At Brian A. King, clients can expect personalized services in insurance, wealth preservation, retirement, and investment planning. The principal, Brian A. King, is a Certified Financial Planner with extensive experience and qualifications. The firm's mission is to help clients achieve their financial goals through informed decision-making. Visitors to the website can access calculators, articles, and reports to gain a better understanding of financial concepts. Securities are offered through Cadaret, Grant & Co. Inc. Brian King Financial and Cadaret, Grant are separate entities. The institution is licensed in CT, FL, NJ, and NY. Certified Financial Planner (CFP®) is a mark of the Certified Financial Planner Board of Standards, Inc. Clients can check the background of the investment professional for added peace of mind.
Chang Y. Han CPA, PC
Chang Y. Han CPA, PC is a reputable accounting and finance institution located at 3811 150th Street in New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Clients can trust Chang Y. Han CPA, PC for accurate and reliable financial advice to help them make informed decisions for their businesses or personal finances.
Jason Leberfeld - TD Wealth Relationship Manager
Jason 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.
Citi PWM
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.
Bank of America Private Client Advisor Jing J Chen
Bank 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."
心安会计 Xin An Tax & Accounting
Xin An Tax & Accounting is a professional accounting and finance institution located at 83-31 Broadway in New York, United States. With a focus on providing top-notch financial services, our team of experts at Xin An Tax & Accounting is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, you can trust Xin An Tax & Accounting to provide reliable and efficient solutions tailored to your specific needs. Contact us today to learn more about our services and how we can help you achieve your financial goals.
Tax Solvers
Tax Solvers is a renowned accounting and finance institution located at 90-15 Queens Boulevard in New York, United States. Our team of expert professionals specialize in providing comprehensive tax solutions and financial services to individuals and businesses alike. With years of experience and a commitment to excellence, Tax Solvers is dedicated to helping clients navigate the complex world of taxes and finances with ease and confidence. Whether you need assistance with tax preparation, planning, or resolution, our knowledgeable staff is here to ensure your financial success. Trust Tax Solvers to be your partner in achieving your financial goals.
LJS Inc
LJS Inc is a reputable accounting and finance institution located at 4107 49th Street in New York, United States. With a team of experienced professionals, LJS Inc offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or budgeting, LJS Inc is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact us today to learn more about how LJS Inc can help you manage your finances effectively.
SNS Accounting & General Services
SNS Accounting & General Services is a reputable institution located in the heart of New York City, United States. Specializing in accounting and finance services, our experienced team is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and accuracy, we strive to help our clients achieve their financial goals and make informed decisions. Visit us at 35-42 31st Street to learn more about how we can assist you with your accounting and general service needs.
Valle Verde Group LLC
Valle Verde Group LLC is a reputable accounting and finance institution located at 5502 69th Street in New York, United States. With a team of experienced professionals, Valle Verde Group LLC offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients achieve their financial goals. Trust Valle Verde Group LLC for all your accounting and finance needs.
PeterAlcarese CFP, LLC
PeterAlcarese CFP, LLC is a reputable accounting and finance institution located in New York, United States. With a team of skilled professionals led by Certified Financial Planner Peter Alcarese, the institution offers a wide range of financial services including tax preparation, investment management, retirement planning, and estate planning. Known for their personalized approach and commitment to helping clients achieve their financial goals, PeterAlcarese CFP, LLC is a trusted partner for individuals and businesses seeking expert financial advice.
Presto Bookkeeping, LLC
Presto Bookkeeping, LLC is a trusted accounting and finance institution located at 13-83 Chandler Street in New York, United States. Our dedicated team focuses on the core of your business, managing your books and keeping them updated for a seamless tax season. We offer payroll services to save you time and eliminate confusion, allowing you to focus on growing your business. Our expert financial planners can assist you in achieving various financial goals, such as buying a house, paying off debt, and saving for your child's education. Trust Presto Bookkeeping, LLC to provide professional and reliable financial services for your business needs.
Advantage Brokerage Services Inc
Advantage Brokerage Services Inc is a reputable financial institution located at 229-14 Linden Boulevard in New York, United States. Specializing in accounting and finance services, they provide expert guidance and assistance to clients in managing their investments, taxes, and financial planning. With a team of experienced professionals, Advantage Brokerage Services Inc is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you need assistance with retirement planning, investment strategies, or tax preparation, this institution offers personalized solutions tailored to your specific needs. Visit Advantage Brokerage Services Inc today to experience the advantage of working with a trusted partner in financial management.
E G Edwards & Associates
E G Edwards & Associates is a reputable accounting and finance institution located at 22312 Linden Boulevard in New York, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, tax preparation, and investment management. Their dedication to providing personalized and high-quality services has earned them a strong reputation in the industry. Whether you are an individual or a business, E G Edwards & Associates is committed to helping you achieve your financial goals.
Tasnim Enterprises
Tasnim Enterprises is a reputable accounting and finance institution located at 167-17 Hillside Avenue in New York, United States. With a team of experienced professionals, Tasnim Enterprises provides top-notch financial services to individuals and businesses. From tax preparation to financial planning, they offer a wide range of services to meet their clients' needs. Trust Tasnim Enterprises for all your accounting and finance needs.
Imperial Solutions
Imperial Solutions is a reputable accounting and finance institution located at 39-75 50th Street in New York, United States. With a team of highly skilled professionals, we specialize in providing top-notch financial services to individuals and businesses. Our expertise includes financial planning, tax preparation, auditing, and consulting. Trust Imperial Solutions for all your accounting and finance needs, and let us help you achieve your financial goals.
Offsey & Associates CPA P.C
Offsey & Associates CPA P.C is an accounting and finance institution located at 144 Lake Avenue, Deer Park, New York, United States. Our team is dedicated to helping clients make and keep more money, ultimately improving their quality of life and business value. We serve clients not only in Deer Park, but also all over Long Island, Queens, New York City, and even Nationwide. Take control of your finances and click to learn more about how we can assist you.
C&W Tax & Accounting, Co.
C&W Tax & Accounting, Co. is a reputable accounting and finance institution located at 6833 Loubet Street in New York, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Trust C&W Tax & Accounting, Co. for all your accounting and finance needs.
Janico Multiservices Inc.
Janico Multiservices Inc. is a reputable accounting and finance institution located in New York, United States. With a prime location at 34-05 108th Street, this institution offers a wide range of services to meet the financial needs of individuals and businesses alike. Whether you require assistance with tax preparation, financial planning, or bookkeeping, Janico Multiservices Inc. has a team of experienced professionals ready to help. Trustworthy and dedicated, this institution is committed to providing top-notch financial solutions to its clients.
Hillside Tax & Multiservices Inc
Hillside Tax & Multiservices Inc is a finance institution located at 165-19 Hillside Avenue in New York, United States. Our team of experienced professionals provides a wide range of tax and financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. With a commitment to excellence and personalized service, Hillside Tax & Multiservices Inc is your trusted partner for all your financial needs.
Ortiz & Ortiz, LLP
Ortiz & Ortiz, LLP: Your Trusted New York City Bankruptcy and Estate Planning Attorneys Welcome to Ortiz & Ortiz, LLP, a family-owned law firm dedicated to helping individuals and businesses navigate the complexities of financial and estate planning matters. Located at 287 Park Avenue South in the heart of Manhattan, New York City, our firm has been serving the community with integrity and compassion since 1953.
The CPA Group
Welcome to The CPA Group, NYC's premier destination for excellence in accounting and finance services. Located at 2037 48th Street, Queens, New York 11105, we are committed to helping individuals and businesses navigate the complexities of financial management with expertise and precision. As leading CPAs in New York City, we specialize in optimizing tax strategies to minimize liabilities and maximize savings. Our expert tax planning services ensure financial efficiency and compliance, allowing you to focus on what truly matters—achieving your financial goals.
A & M Accounting Services
Welcome to A & M Accounting Services Located in the heart of Queens, New York, A & M Accounting Services is your trusted partner for comprehensive financial solutions. With a commitment to excellence and a personalized approach, we cater to the diverse accounting needs of individuals and businesses in the 11416 area and beyond.
RB Holdings Group inc
Welcome to RB Holdings Group Inc., your trusted partner in accounting and finance solutions located in the heart of Queens, New York. Situated at 150-12 29th Avenue, our firm is dedicated to providing exceptional financial services tailored to meet the diverse needs of individuals and businesses alike. At RB Holdings Group Inc., we pride ourselves on our commitment to excellence and integrity. Our team of experienced professionals offers a comprehensive range of services including bookkeeping, tax preparation, financial planning, and business consulting. We understand the complexities of the financial landscape and are here to help you navigate them with ease and confidence.
Allstate Insurance Agent: Alexander Yu
Welcome to Allstate Insurance Agency, where Alexander Yu and his team are committed to providing exceptional service and comprehensive insurance solutions tailored to meet your unique needs. Conveniently located at 14968 Cross Island Parkway in the heart of Queens, New York, our agency specializes in a wide range of insurance products, including auto, home, life, and business insurance. At Allstate Insurance Agent: Alexander Yu, we understand that navigating the world of insurance can be overwhelming. That's why we take the time to listen to your concerns, answer your questions, and provide personalized guidance to help you make informed decisions. Our goal is to ensure that you and your loved ones are protected, giving you peace of mind for the future.
鳳凰金融
Welcome to Phoenix Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 136-20 38th Avenue in the vibrant heart of Queens, New York, we are dedicated to providing exceptional financial services to our diverse community. At Phoenix Financial, we specialize in a wide range of financial solutions tailored to meet the unique needs of individuals and businesses alike. Our experienced team is committed to delivering personalized strategies that help you achieve your financial goals with confidence and ease. Whether you are looking for investment advice, wealth management, or financial planning, Phoenix Financial is here to guide you every step of the way. Visit us today and experience the difference of working with a financial partner who truly understands your aspirations.
Praison Jacob
Welcome to Praison Jacob, your trusted partner in financial services, located at 5120 Northern Boulevard in the heart of Queens, New York. At Praison Jacob, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. With a commitment to excellence and integrity, our experienced team offers a comprehensive range of services, including financial planning, investment management, tax advisory, and retirement solutions. Whether you’re an individual or a business, we work closely with you to develop strategies that help you achieve your financial goals. Visit us today and experience the Praison Jacob difference – where your financial future is our priority.
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