TOP 30 Wealth management agents in Queens, New York

29 results found

Welcome to David Gonzalez - State Farm Insurance Agent, located at 50-03 Metropolitan Avenue in New York, United States. Our insurance agency offers personalized service to protect you and your loved ones. Whether you need auto insurance, homeowner's insurance, small business insurance, or more, our licensed team is here to assist you. Stop by our office in Ridgewood, Queens NY to meet our State Farm team and enjoy a cup of coffee or tea. We look forward to providing you with outstanding service and helping you create a personalized insurance plan. Contact us today to ensure your family is protected and your valuables are secure. We are dedicated to helping you achieve your goals and desired quality of life. Become a part of our State Farm family and let us assist you with all your insurance needs.

Jonathan Denise, Bankers Life Agent is a reputable insurance agency located at 133-33 Brookville Boulevard in New York, United States. Specializing in life insurance, our experienced agents are dedicated to helping clients protect their loved ones and secure their financial future. With a commitment to personalized service and tailored insurance solutions, we strive to provide peace of mind and security for our valued customers. Contact us today to learn more about our services and how we can assist you in finding the perfect insurance coverage for your needs.

Regina Baker, Bankers Life Agent is a reputable insurance agency located at 133-33 Brookville Boulevard in New York, United States. Specializing in providing comprehensive insurance solutions, Regina Baker offers personalized service and guidance to help clients protect their financial future. With a strong focus on customer satisfaction and a commitment to excellence, Regina Baker, Bankers Life Agent is dedicated to helping individuals and families secure the insurance coverage they need. Contact us today to learn more about our services and how we can assist you in safeguarding your assets.

Jean Fils-Aime, Bankers Life Agent is an insurance agency located at 133-33 Brookville Boulevard in New York, United States. Specializing in providing a range of insurance products and services, our agency is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, we strive to offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Jean Fils-Aime, Bankers Life Agent is here to help you navigate the complexities of insurance and secure peace of mind for the future. Contact us today to learn more about our services and how we can assist you in safeguarding your financial well-being.

Shakirah Spencer, Bankers Life Agent is an insurance agency located at 133-33 Brookville Boulevard in New York, United States. Specializing in providing insurance products and services from Bankers Life, this institution is dedicated to helping individuals and families protect their financial futures. With a focus on personalized service and expert guidance, Shakirah Spencer and her team strive to find the best insurance solutions for each client's unique needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, you can trust Shakirah Spencer, Bankers Life Agent to provide you with the peace of mind and security you deserve.

Welcome to Robert Donahue - State Farm Insurance Agent, your trusted local insurance agency located at 499-77 Sunrise Highway in the Gateway Plaza shopping center, Patchogue, New York. Whether you're stopping by after a visit to Dicks, Michaels, or Tropical Smoothie, our team is ready to assist you with all your insurance needs. We pride ourselves on providing exceptional value, discounts, and superior customer service. Our mission is to protect what matters most to you, from auto and home insurance to life insurance and beyond. Call or visit our office today for a complimentary quote on your auto insurance and discover why our customers love our dedicated team. As summer approaches, ensure your home is well-protected by reaching out to us for a policy review.

Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.

Farmers Insurance - Ashmeed Sultan is a reputable insurance agency located at 13112 Liberty Avenue in New York, United States. Specializing in providing a wide range of insurance products and services, they are dedicated to helping individuals and businesses protect their assets and plan for the future. With a focus on personalized service and tailored solutions, Farmers Insurance - Ashmeed Sultan is committed to ensuring their clients have the coverage they need to safeguard against unexpected events. Contact them today to learn more about their offerings and how they can help you with your insurance needs.

Doma Travel & Tax Services is a multi-faceted institution located in New York, United States. As a finance and travel agency, we offer a wide range of services to meet the needs of our clients. From tax preparation and financial planning to booking flights and accommodations for your next vacation, our experienced team is here to assist you every step of the way. Visit us at 61-65 56th Road to learn more about how we can help you with your financial and travel needs.

MetLife 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.

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.

National Life Group is an established insurance agency located at 13211 Sanford Avenue in New York, United States. With a strong commitment to providing financial protection and security to individuals and families, National Life Group offers a wide range of insurance products and services tailored to meet the unique needs of their clients. Their team of experienced professionals strive to deliver exceptional customer service and personalized solutions to help clients achieve their financial goals and safeguard their future. Whether you are looking for life insurance, retirement planning, or investment options, National Life Group is dedicated to helping you navigate the complexities of insurance and financial planning with confidence and peace of mind.

Cordia Life Group is an insurance agency located at 533 Oak Drive in New York, United States. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and families. Our dedicated team of professionals is committed to helping our clients protect their assets and achieve their financial goals. With a focus on personalized service and tailored solutions, Cordia Life Group is your trusted partner in insurance. Contact us today to learn more about how we can help you secure your future.

Allstate Life Insurance Specialist: Zoldan Eastwood is an insurance agency located at 11810 Rockaway Boulevard in New York, United States. Specializing in life insurance, they offer tailored coverage options to meet the individual needs of their clients. With a team of experienced professionals, Allstate Life Insurance Specialist: Zoldan Eastwood is dedicated to providing top-notch customer service and helping clients protect their loved ones' financial futures. Contact them today for a personalized insurance plan that fits your lifestyle and budget.

Interboro Insurance and Income Tax Services is a reputable institution located at 12204 9th Avenue in New York, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with your taxes, insurance coverage, or financial planning, our experienced professionals are here to help you navigate the complexities of these important areas. Trust Interboro Insurance and Income Tax Services for all your financial needs.

Crystal Tax and Consulting Services is a leading accounting and finance institution located at 39-01 Main Street in New York, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, consulting, insurance, and financial planning. Our personalized approach ensures that each client receives tailored solutions to meet their specific needs. Trust Crystal Tax and Consulting Services for all your accounting and finance needs.

Wesley C Barrow: Primerica - Financial Services is a reputable finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a strong focus on providing comprehensive financial services, they offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to providing personalized guidance and support. Trust Wesley C Barrow: Primerica - Financial Services to help you secure your financial future.

Jennifer Tang is a reputable finance institution located at 39-07 Prince Street in New York, United States. With a team of experienced professionals, Jennifer Tang offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Jennifer Tang is dedicated to helping clients achieve their financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.

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.

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.

O'Reilly Financial Services is a reputable institution located at 6421 Fresh Pond Road in New York, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to our clients. Whether you need help with tax preparation, investment advice, or insurance coverage, we are here to assist you every step of the way. Trust O'Reilly Financial Services to handle all of your financial needs with expertise and care.

THE TAXKING LLC is a multi-service institution located at 84-02 Roosevelt Avenue in New York, United States. Specializing in finance, insurance, and real estate, our experienced team is dedicated to providing top-notch services to our clients. Whether you need help with taxes, insurance policies, or finding the perfect property, we are here to assist you every step of the way. Trust THE TAXKING LLC for all your financial and real estate needs.

PAYOMATIC is New York's largest and most convenient provider of check cashing and financial services, located at 263 Saratoga Avenue in New York, United States. With nearly 140 stores in neighborhoods throughout the Bronx, Brooklyn, Manhattan, Queens, Long Island, and the NYC area, PAYOMATIC offers a variety of services including check cashing, business check cashing, Western Union money transfers, money orders, bill payment, direct deposit, prepaid debit cards, and more. You can easily manage your money with the inPOWER Card, which allows you to check your balance, view transactions, and share money 24/7 with speed, convenience, and security. The inPOWER Prepaid Mastercard is issued by The Bancorp Bank, N.A., and can be used wherever Debit Mastercard is accepted.

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

Welcome to Allstate Financial Services: Juliana Desouza At Allstate Financial Services, located in the heart of Queens at 10204 Jamaica Avenue, we are committed to providing personalized financial and insurance solutions tailored to meet your unique needs. As a trusted local business, we pride ourselves on delivering exceptional service and expert advice to our community in Queens, New York.

Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.

Welcome to Call It Home Realty LLC, your trusted real estate partner located at 20-29 38th Street, Astoria, Queens, New York 11105. As a premier real estate agency, we are committed to helping you navigate the dynamic real estate market with confidence and ease. Founded by a seasoned real estate broker with over 20 years of experience, Call It Home Realty LLC emerged in 2021 during the challenging times of the Covid pandemic. Our founder's resilience and dedication to the industry have laid the foundation for a brokerage where every client is treated like family. Integrity, passion, and excellence are at the heart of everything we do.

Welcome to Empire Home Sales Inc. Located at 12420 Metropolitan Avenue in the heart of Queens, New York, Empire Home Sales Inc. is your trusted partner in real estate, offering unparalleled services in buying, selling, and property management. With over 30 years of experience in the industry, we have established ourselves as a leading real estate agency, dedicated to making your real estate journey seamless and successful.

Welcome to Vision Real Estate NY, your trusted partner in navigating the dynamic real estate market of New York. Conveniently located at 111-07 101st Avenue, Queens, New York 11419, we proudly serve the vibrant communities of Kings (Brooklyn), Queens, and Nassau County. With over 15 years of combined experience, our team is dedicated to achieving your real estate goals by blending innovative strategies with timeless values. Whether you're buying, selling, or renting, Vision Real Estate NY offers comprehensive services across all property types, including residential and commercial spaces. Our expert agents, like Avnish Kumar, bring high integrity, professionalism, and a wealth of knowledge to every transaction, ensuring a smooth and rewarding experience for our clients.