TOP 30 Personalized finance services in Queens, New York
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Edward Torres, CPA PC
● ClosedEdward Torres, CPA PC is a renowned accounting and finance institution located in New York, United States. With a team of highly skilled professionals led by Edward Torres, a certified public accountant, the firm provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Edward Torres, CPA PC for their expertise and dedication to helping individuals and businesses achieve their financial goals.
7050 Austin Street Upper Level Suite 101, Forest Hills, NY 11375, United States -
Trinity Tax & Financial Solutions Inc.
● OpenTrinity Tax & Financial Solutions Inc. is a reputable accounting and finance institution located at 110-45 Queens Boulevard in New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Our mission is to provide our clients with personalized solutions to help them achieve their financial goals. Whether you are an individual or a business, Trinity Tax & Financial Solutions Inc. is here to assist you with all your accounting and financial needs. Contact us today to schedule a consultation.
110-45 Queens Blvd, Forest Hills, NY 11375, United States -
VJN Associates CPAs
● ClosedVJN Associates CPAs is a reputable accounting and finance institution located at 36-51 Bell Boulevard in New York, United States. Specializing in providing outsourcing solutions for businesses in an increasingly complex world, VJN offers dependable and personalized Tax Planning and Tax Preparation services for businesses in NYC. With a focus on servicing the NYC Construction Industry, VJN is the go-to CPA for construction companies looking to improve cash flow, reduce accounts receivables, obtain finance, and get approved for bonding. Small to medium sized business owners can benefit from VJN's expert accounting services, as they provide solutions to common financial, tax, and marketing mistakes that could potentially save or make businesses hundreds or even thousands of dollars. Trust VJN Associates CPAs for all your accounting needs in NYC.
36-51 Bell Blvd Suite 208B, Queens, NY 11361, United States -
Mario Treglia CPA
● ClosedMario Treglia CPA is a reputable accounting and finance institution located at 4620 Hollis Court Boulevard in New York, United States. With years of experience in the industry, Mario Treglia CPA offers a wide range of professional services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their team of skilled CPAs is dedicated to providing personalized and efficient solutions to meet each client's unique needs. Trust Mario Treglia CPA for all your accounting and finance needs.
4620 Hollis Ct Blvd, Flushing, NY 11358, United States -
Edward Jones
● OpenEdward Jones is a renowned finance institution located at 21333 39th Avenue in New York, United States. With a strong reputation for providing personalized financial services and investment advice, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to guiding you every step of the way. Visit their office in New York to start your journey towards financial success.
21333 39th Ave, Bayside, NY 11361, United States -
Edward Jones
● OpenEdward 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.
21545 Northern Blvd, Bayside, NY 11361, United States -
JK Group Tax & Accounting Inc.
● ClosedJK Group Tax & Accounting Inc. is a reputable institution located at 42-40 Bell Boulevard in New York, United States. Specializing in accounting and finance, our experienced professionals are dedicated to helping individuals and businesses with tax planning, return preparation, and overall financial health. At JK Group Tax & Accounting Inc., we strive to make your life less taxing by offering a range of online apps and services to streamline your financial processes. Whether you need assistance with retirement planning, business tax planning, or managing business debt, our team is here to help.
42-40 Bell Blvd # 501, Queens, NY 11361, United States -
Fiotax
● ClosedFiotax is a professional accounting and finance institution located at 86-44 121st Street in New York, United States. Our highly experienced team is dedicated to helping clients keep track of their personal or business finances. Whether you need assistance with filing, bookkeeping, or paperwork, our experts are here to help. Our client-oriented firm offers year-round services, free proposals, and estimates. From tax and financial consulting to accounting and valuations, we provide comprehensive and individualized support to meet all of your financial needs. Our accountants are familiar with a wide range of industries and have years of consulting experience.
86-44 121st St, Richmond Hill, NY 11418, United States -
DAVID SHIN, CPA PC
● ClosedDAVID SHIN, CPA PC is an accounting and finance institution located at 218-14 Northern Boulevard, New York, United States. Our catchphrase is "We become partners with business owners and taxpayers." We provide a wide range of services from basic accounting and tax work to seminars on overseas financial accounts. Our goal is to provide each and every customer with the best insurance products and services for a stable and prosperous life. We offer two types of financial aid for education: Need-based Aid determined by parents' income and Merit-Aid based on students' grades or skills. Our services include corporate/personal tax reporting, business consulting, tax audit agent services, Certified QuickBooks User, college financial aid, and financial/investment advice. We serve our customers like family, considering their success as our own and striving to provide the best service possible.
218-14 Northern Blvd #108, Queens, NY 11361, United States -
Robert J. Klein CPA
● ClosedRobert J. Klein CPA is a Certified Public Accounting firm located at 4021 214th Place in New York City, United States. Specializing in accounting and finance services for both small businesses and individuals, we offer taxation expertise and knowledge to help minimize tax liabilities. With over 30 years of experience, our team confidently handles all financial and tax issues that may arise, keeping up-to-date with new tax laws at the federal and state levels. We provide tax return preparation for businesses, estates, trusts, and individuals, ensuring accuracy and minimizing tax liabilities. Our services include year-round financial and tax planning, business entity recommendations, audits, and responses to IRS notices. Clients praise our attentive staff, professionalism, and timely service, making us a trusted choice for tax and financial needs. Contact us for personalized tax guidance and efficient solutions tailored to your unique circumstances.
4021 214th Pl, Flushing, NY 11361, United States -
Satgur Accounting
● ClosedSatgur Accounting is a leading institution located at 10702 Guy R Brewer Boulevard in New York, United States. Specializing in accounting and finance services, Satgur Accounting offers expert financial guidance and support to individuals and businesses alike. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, payroll management, and financial planning. Whether you are looking for assistance with your personal finances or need help managing your business accounts, Satgur Accounting is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Satgur Accounting is the go-to institution for all your accounting and finance needs.
10702 Guy R Brewer Blvd, Queens, NY 11433, United States -
Arman Chowdhury, CPA, P.C.
● ClosedArman Chowdhury, CPA, P.C. is a reputable accounting and finance institution located at 8754 168th Street in New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.
8754 168th St #201, Queens, NY 11432, United States -
Abdul Chowdhury, CPA / Forward Accounting Solutions Inc.
● ClosedAbdul Chowdhury, CPA / Forward Accounting Solutions Inc. is a trusted accounting and finance institution located at 169-24 Hillside Avenue in New York, United States. With years of experience in the industry, we specialize in providing professional assistance to streamline your finances. Our team of experts is dedicated to managing your finances efficiently and effectively, ensuring that your business operates smoothly. We offer customizable services tailored to meet the unique needs of each client, and we are committed to delivering exceptional care and personalized solutions. Trust Forward Accounting Solutions Inc. to handle all of your accounting needs with excellence and professionalism.
169-24 Hillside Ave. Fl 2, Queens, NY 11432, United States -
Augustine Gold CPA PLLC
● ClosedAugustine Gold CPA PLLC is a reputable accounting and finance institution located at 211-07 Jamaica Avenue in New York, United States. With a team of experienced Certified Public Accountants, we provide a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Our dedication to accuracy, integrity, and personalized service sets us apart from other firms. Trust Augustine Gold CPA PLLC for all your financial needs and rest assured that your finances are in capable hands.
211-07 Jamaica Ave, Queens Village, NY 11428, United States -
Flores Bookkeeping & Consulting
● ClosedFlores Bookkeeping & Consulting is a well-established accounting and finance institution located at 224-12 93rd Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of financial services including bookkeeping, tax preparation, consulting, and more. Our personalized approach ensures that each client receives tailored solutions to meet their specific needs. Trust Flores Bookkeeping & Consulting to handle all your financial needs with precision and expertise.
224-12 93rd Ave, Queens Village, NY 11428, United States -
C.S. ACCOUNTING, LLC.
● OpenC.S. Accounting, LLC. is a leading accounting and finance institution located at 18830 Jamaica Avenue in New York, United States. Our team of experienced professionals offers a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, payroll management, and financial consulting. With a commitment to accuracy and integrity, we strive to help our clients achieve their financial goals and make informed decisions. Contact us today to learn more about how C.S. Accounting, LLC. can assist you with your accounting and finance needs.
18830 Jamaica Ave, Hollis, NY 11423, United States -
PW Advisors
● ClosedPW 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.
251-73 Jericho Turnpike Suite 405, Queens, NY 11426, United States -
June Woo
● OpenJune 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.
25715 Union Tpke, Glen Oaks, NY 11004, United States -
TaxRaja Management Associates LLC
● ClosedTaxRaja Management Associates LLC is a professional accounting and finance institution located at 105-34 77th Street in New York, United States. With a team of experienced professionals, TaxRaja Management Associates LLC offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, you can rely on TaxRaja Management Associates LLC to provide you with expert advice and personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and take control of your finances.
105-34 77th St, Ozone Park, NY 11417, United States -
Timothy Harding , Investment Advisor Representative
● ClosedTimothy Harding, Investment Advisor Representative, is a leading finance institution located at 23-91 Bell Boulevard in New York, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized investment strategies. With a strong focus on integrity and transparency, we provide expert guidance and support to individuals and businesses looking to build and protect their wealth. Contact us today to schedule a consultation and start planning for a secure financial future.
23-91 Bell Blvd LL3a, Bay Terrace, NY 11360, United States -
Edson De La Cruz - TD Wealth Financial Advisor
● ClosedEdson 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
● ClosedOmor 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.
108, 36/50 Queens Blvd, Forest Hills, NY 11375, United States -
Merrill Lynch Financial Advisor Susan N Preslier
● ClosedMerrill 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 -
Edward Jones - Financial Advisor: David B Lilienthal, AAMS™|ADPA™|CRPC™|CRPS™
● ClosedEdward 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.
213-33 39th Ave, Bayside, NY 11361, United States -
Omor Elahi - TD Wealth Financial Advisor
● ClosedOmor Elahi - TD Wealth Financial Advisor is a trusted financial institution located at 188-10 Hillside Avenue in New York, United States. Specializing in finance, the institution offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, Omor Elahi - TD Wealth Financial Advisor provides personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is committed to helping you make informed decisions and secure your financial future.
188-10 Hillside Ave., Queens, NY 11423, United States -
Edson De La Cruz - TD Wealth Financial Advisor
● ClosedEdson 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.
116-24 Metropolitan Ave, Queens, NY 11415, United States -
Merrill Lynch Financial Advisor Shelley Cohen
● ClosedMerrill 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.
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States -
Prudential Advisors - Kelly James Financial Professional
● ClosedPrudential 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.
21426 41st Ave #204, Queens, NY 11361, United States -
Edward Jones - Financial Advisor: John Renda, AAMS™|CRPC™
● ClosedEdward 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.
181-22 Union Tpke, Fresh Meadows, NY 11366, United States -
Marco Nunez
● ClosedMarco Nunez is a reputable finance institution located at 6266 Fresh Pond Road in New York, United States. With a strong focus on providing top-notch financial services, Marco Nunez is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, the experienced professionals at Marco Nunez are dedicated to providing personalized solutions tailored to your specific needs. Trust Marco Nunez to help you navigate the complexities of the financial world and secure a stable financial future.
6266 Fresh Pond Rd, Queens, NY 11385, United States
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