TOP 30 Portfolio management in Queens, New York

97 results found

Merrill 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.

Dmitry Gurvich - TD Wealth Relationship Manager is a finance institution located at 73-55 Grand Avenue in New York, United States. As a Relationship Manager at TD Wealth, Dmitry Gurvich offers personalized financial solutions and expert advice to help clients achieve their financial goals. With a focus on building strong relationships and providing top-notch customer service, Dmitry Gurvich is dedicated to helping individuals and families navigate the complexities of wealth management. Whether you are looking to invest, plan for retirement, or protect your assets, Dmitry Gurvich can provide the guidance and support you need to secure your financial future.

Jason Leberfeld - TD Wealth Relationship Manager is a leading finance institution located at 119-25 Liberty Avenue in New York, United States. As a relationship manager, Jason Leberfeld provides expert financial advice and services to clients looking to grow and protect their wealth. With a focus on building strong relationships and personalized financial strategies, Jason Leberfeld helps clients achieve their financial goals and secure their financial future. Trustworthy, knowledgeable, and dedicated, Jason Leberfeld is committed to providing top-notch financial guidance to clients in the New York area.

Merrill 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.

Welcome to Sconset Capital Management, LLC, your trusted partner in financial insights and investment strategies. Conveniently located at 84-31 Van Wyck Expressway in Queens, New York, we specialize in providing expert financial guidance and management services tailored to meet the unique needs of our clients. At Sconset Capital Management, we understand the complexities of the financial market and are dedicated to helping our clients navigate their investment opportunities with confidence. Our team is well-versed in the dynamics of various sectors, including the commodities market, and offers in-depth analysis and strategic advice to optimize your portfolio.

Ameritrade Group is a leading accounting and finance institution located at 104-56 Roosevelt Avenue in New York, United States. With a team of experienced professionals, Ameritrade Group offers a wide range of financial services including accounting, investment management, and financial planning. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Ameritrade Group is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.

MEK Insurance Services Corp. is an insurance agency located at 44-06 31st Avenue, New York, United States. With over 26 years of experience, we specialize in providing comprehensive insurance solutions with individualized service to meet the unique needs of our clients. As a family-owned agency, we prioritize building relationships with our customers to ensure they receive the personalized attention they deserve. Our team at MEK Financial Services Corp. is dedicated to exceeding your expectations and helping you find the right coverage at the right price. We offer coverage and risk management solutions for companies of all sizes, as well as trusted advice to protect what matters most to you. We serve customers throughout all five boroughs of New York City and the state of New York.

TA Anchor Insurance is a reputable insurance agency located at 83-10 Astoria Boulevard in New York, United States. With over 24 years of experience, we specialize in providing insurance coverage for personal, business, and transportation needs in Astoria, Queens. Our dedicated team is committed to serving the passenger transportation industry, ensuring that our valued clients receive the right insurance coverage tailored to their specific requirements. Trust TA Anchor Insurance Brokerage for all your insurance needs.

Phillips Brokerage is an insurance agency located at 37-19 Broadway in New York, United States. We are dedicated to putting our customers first and providing exceptional customer service. Our experienced team is here to help you understand your insurance options and find the best coverage for your needs. With access to multiple insurance companies, we can offer you a variety of options that fit your budget. Contact us today for a car insurance quote and let us help you find the right insurance plan for you. Call us at 718-545-4700 or email us at [email protected]. We are open Monday to Friday from 9am to 6pm. Visit us at our office on the 2nd floor of 37-19 Broadway in Astoria, New York 11103.

York Capital Co is a finance institution located at 1425 Central Avenue in New York, United States. With a strong reputation for excellence in the financial industry, York Capital Co offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment management to wealth planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, York Capital Co is committed to providing personalized solutions that are tailored to your specific needs.

Aspire Capital Group Inc is a finance institution located at 94-23 Lefferts Boulevard in New York, United States. They specialize in providing a wide range of financial services including investment banking, asset management, and financial advisory services. With a team of experienced professionals, Aspire Capital Group Inc is dedicated to helping their clients achieve their financial goals and objectives. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Aspire Capital Group Inc is committed to providing personalized and tailored solutions to meet your needs. Contact them today to learn more about how they can help you navigate the complex world of finance.

Mohammed Y. Islam - TD Wealth Financial Advisor is a reputable financial institution located at 5801 Myrtle Avenue in New York, United States. As a trusted advisor, Mohammed Y. Islam provides expert financial guidance and wealth management services to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, clients can expect a high level of professionalism and expertise in managing their finances. Whether you are looking to invest, plan for retirement, or secure your financial future, Mohammed Y. Islam - TD Wealth Financial Advisor is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Edward 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.

Edward 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.

ILRL LLC is a renowned food institution located at 1330 Beach Channel Drive in New York, United States. Specializing in delectable cuisine and exceptional service, ILRL LLC offers a unique dining experience that caters to all tastes and preferences. Whether you're looking for a casual meal or a special occasion celebration, ILRL LLC is the perfect destination. Come and indulge in a culinary journey like no other at ILRL LLC.

Magnificent Sevens is a premier institution located at 1085 Beach 21st Street in New York, United States. With a focus on excellence and innovation, Magnificent Sevens offers a wide range of programs and services to help individuals reach their full potential. From cutting-edge research to top-notch education, this institution is committed to providing a world-class experience for all its students. Whether you're looking to further your career or pursue a new passion, Magnificent Sevens is the perfect place to achieve your goals.

K&N Insurance Brokerage is a trusted insurance agency located at 182-03 Jamaica Avenue in New York, United States. With years of experience in the industry, we provide personalized insurance solutions to meet the unique needs of our clients. Our team of knowledgeable brokers are dedicated to helping you find the right coverage at the best rates. Whether you need auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance. Contact us today to discuss your insurance needs and let us find the perfect policy for you.

Scottish American Insurance General Agency, Inc is an insurance agency located at 3407 Steinway Street in New York, United States. As a specialty wholesaler, they have access to over 490 insurers worldwide and are also a Lloyds Coverholder, MGA, and Program Manager offering exclusive underwriting solutions for various industry classifications. The team at Scottish American Insurance General Agency, Inc works hard, plays hard, and enjoys their work. Visit their office at 12700 Park Central Drive, Suite 510 in Dallas, TX 75251 for all your insurance needs.

Solomon Agency Corp is a reputable insurance agency located at 217-04 Northern Boulevard in New York, United States. With a strong commitment to providing top-notch insurance solutions, Solomon Agency Corp offers a wide range of insurance products to meet the diverse needs of individuals and businesses. Their team of experienced agents is dedicated to helping clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Solomon Agency Corp is here to help you protect what matters most. Contact them today for personalized and reliable insurance services.

Formula B Parisien Beauty School is a prestigious institution located at 5015 Roosevelt Avenue, New York, United States. Known for its top-notch beauty education programs, the school offers a wide range of courses in hair styling, makeup artistry, skincare, and more. With experienced instructors and state-of-the-art facilities, students can expect to receive hands-on training and valuable industry knowledge. Whether you are looking to start a career in the beauty industry or enhance your skills, Formula B Parisien Beauty School is the perfect place to unleash your creativity and passion for beauty.

The International Intangible Assets Institute is a leading educational institution located at 141-07 20th Avenue in New York, United States. Our institute specializes in providing comprehensive training and research on intangible assets such as intellectual property, brands, and technology. With a team of expert faculty members and state-of-the-art facilities, we offer courses, workshops, and seminars to help professionals and organizations understand the value and management of intangible assets in today's global economy. Join us at the International Intangible Assets Institute to gain the knowledge and skills needed to succeed in the rapidly evolving world of intangible assets.

Aimdar Advisory Group ☂️ 安达财富 is a comprehensive financial, health, and insurance agency located at 118-35 Queens Boulevard in New York, United States. Our experienced team of advisors offers personalized solutions to help you achieve your financial goals and protect your health and assets. Whether you are planning for retirement, looking for health insurance options, or seeking to secure your family's future, Aimdar Advisory Group has the expertise and resources to guide you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.

Maximus Insurance Brokerage is a leading insurance agency located at 3626 Main Street in New York, United States. Our dedicated team of licensed agents has years of experience and expertise to handle all of your insurance needs. We specialize in personal, business, and life insurance, with a focus on Transportation, TLC, Business, Business Owners Package, Home, and Auto Insurance. At Maximus Insurance Brokerage, we understand that your time is valuable. That's why we take care of all the hard work for you, providing you with multiple quotes from our top picks and reviewing them with you. Once you've made your decision, your insurance will be activated and you'll receive final verification. Trust Maximus Insurance Brokerage to provide you with the best coverage and service for all of your insurance needs.

E Mark Lewis, Financial Professional at New York Life, is a trusted and experienced advisor in the finance and insurance industry. Located at 420 Lexington Avenue in New York, United States, E Mark Lewis offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a focus on personalized and tailored solutions, E Mark Lewis is dedicated to providing top-notch customer service and expertise in the field. Whether you are looking for retirement planning, investment strategies, or insurance coverage, E Mark Lewis is your go-to resource for all your financial needs. Trust in E Mark Lewis to guide you towards a secure and prosperous financial future.

Liliana Sartori: Primerica - Financial Services is a leading finance and insurance agency located at 17930 149th Avenue in New York, United States. With a focus on providing personalized financial solutions, the institution offers a wide range of services including investment planning, retirement savings, insurance policies, and more. Led by experienced professionals, Liliana Sartori: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Contact them today to learn more about their services and how they can assist you in managing your finances effectively.

Prudential | Faisal Shuja | Life Insurance & Financial Services is a reputable finance and insurance agency located at 82-12 151st Avenue in New York, United States. We specialize in providing comprehensive life insurance and financial services to help individuals and families secure their financial future. With a team of experienced professionals, we are dedicated to helping our clients make informed decisions and achieve their financial goals. Whether you are looking for life insurance coverage or need assistance with retirement planning, our institution is committed to providing personalized solutions tailored to your specific needs. Visit us today to learn more about our services and how we can help you plan for a secure financial future.

Nalini Sing: Primerica - Financial Services is a reputable finance and insurance agency located at 158-01 Cross Bay Boulevard in New York, United States. With a focus on providing high-quality financial services, Nalini Sing and her team are dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Nalini Sing: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs. Contact them today to start securing your financial future.

Arthur Solomon is a reputable doctor's office located at 71-11 110th Street in New York, United States. Specializing in health and wellness, the institution offers a wide range of medical services to cater to the needs of patients. With a team of experienced and dedicated healthcare professionals, Arthur Solomon is committed to providing top-notch care and treatment to individuals seeking medical attention. Whether you are in need of a routine check-up or are dealing with a health issue, you can trust Arthur Solomon to provide you with the highest quality of care.

Marian Larkin is a prestigious doctor's office located in New York, United States. Specializing in providing top-notch healthcare services, Marian Larkin offers a wide range of medical treatments and services to cater to the diverse needs of its patients. With a team of highly skilled and experienced healthcare professionals, the institution is committed to providing exceptional care and ensuring the well-being of all its patients. Whether you are in need of a routine check-up or a specialized treatment, Marian Larkin is dedicated to delivering personalized and compassionate healthcare to help you lead a healthy and fulfilling life.

The Jose M Torres contact/portfolio is a health institution located at 81-18 97th Avenue in New York, United States. This institution offers a range of health services and resources to support individuals in achieving their wellness goals. With a focus on holistic health and personalized care, Jose M Torres provides compassionate and comprehensive care to patients of all ages. Whether you are seeking routine medical check-ups, specialized treatments, or support with managing chronic conditions, the dedicated team at Jose M Torres is here to help. Contact them today to schedule an appointment and start your journey towards better health.