TOP 30 Best Wealth management firms in Queens, New York

At Morgan Legal Group P.C. in Queens, New York, our team of trained professionals specializes in estate planning, providing personalized and comprehensive legal services tailored to each client's specific needs. Unlike many large law firms, our clients have direct access to an attorney whenever they have a question or concern. Our attorneys possess advanced knowledge and experience in estate planning, offering expertise in wills, trusts, powers of attorney, and healthcare directives. We work hand in hand with our clients to achieve common goals, whether their needs are urgent or long-term.

Roman Aminov Estate Law Firm of Queens is a reputable legal institution specializing in estate planning and administration services. Located at 147-17 Union Turnpike in New York, United States, this firm offers expert legal advice and guidance to individuals and families looking to protect their assets and ensure their loved ones are taken care of in the event of incapacity or death. With a team of experienced lawyers, Roman Aminov Estate Law Firm of Queens is committed to providing personalized and comprehensive legal solutions tailored to each client's unique needs and goals. Whether you need assistance with creating a will, establishing a trust, or navigating the probate process, this firm is dedicated to helping you achieve peace of mind and security for the future.

Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.

Zionic Brokerage and Financial Services Corp in Queens, New York is a reputable institution offering a wide range of financial services including brokerage, insurance, and real estate services. Located at 205-09 Jamaica Avenue, this institution is dedicated to providing top-notch financial guidance and solutions to its clients. With a team of experienced professionals, Zionic Brokerage and Financial Services Corp is committed to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or real estate assistance, you can trust Zionic Brokerage and Financial Services Corp to provide expert guidance and personalized solutions tailored to your specific needs.

TaxRaja 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.

Braj Aggarwal, CPA, P.C. is a reputable CPA firm located in Queens, New York. Specializing in accounting and finance services, they provide expert financial advice and assistance to individuals and businesses in the area. With a commitment to excellence and professionalism, Braj Aggarwal, CPA, P.C. is dedicated to helping clients achieve their financial goals. Visit their office at 37-05 74th Street to learn more about their services and how they can help you with your financial needs.

Welcome to Estate Planning Attorney Queens, your trusted partner for comprehensive estate planning services located at 56-30 186th Street, Queens, New York 11365. As leaders in the field, we specialize in providing a unique and personalized approach to meet the estate planning needs of individuals and families. Our firm offers a wide range of services, including domestic and international estate planning, taxation and wealth succession planning, business organization and succession planning, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Estate planning is a crucial legal process aimed at preserving and managing your assets during your lifetime and ensuring their distribution according to your wishes after your passing. A well-executed estate plan can save you and your estate significant amounts of money and ensure your final wishes are honored. Our expert attorneys will guide you through the process, allowing you to control what happens to your assets both now and in the future, rather than relying on state laws of inheritance.

Welcome to Ace Accounting Firm, your trusted partner for comprehensive financial solutions in Queens, New York. Conveniently located in the heart of Queens at 11419, our firm is dedicated to providing personalized and professional accounting services tailored to meet the unique needs of individuals and businesses alike. At Ace Accounting Firm, we pride ourselves on our commitment to excellence and integrity. Our team of experienced accountants and financial experts is here to assist you with a wide range of services, including tax preparation and planning, bookkeeping, payroll services, financial consulting, and more. Whether you are a small business owner seeking expert guidance or an individual looking for reliable tax advice, we are here to help you achieve your financial goals with confidence.

Omor Elahi - TD Wealth Financial Advisor is a leading financial institution located at 244-05 Northern Boulevard in New York, United States. As a trusted financial advisor, Omor Elahi offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, clients can rely on Omor Elahi for sound financial advice and support. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Omor Elahi - TD Wealth Financial Advisor is committed to providing top-notch service and expertise.

Tax Hub is a leading accounting and finance institution located at 2203 Astoria Boulevard in New York, United States. Our team of experienced professionals is dedicated to providing expert tax services and financial guidance to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Tax Hub is here to help you navigate the complex world of taxes and finance. Trust us to help you make the most of your money and achieve your financial goals. Visit us today to learn more about how Tax Hub can assist you with all your accounting and finance needs.

Arthur's Gold Market Corp is a reputable finance institution located in New York, United States. Specializing in gold trading and investments, this store offers a wide range of services to meet the needs of both individual and institutional clients. With a strong focus on customer satisfaction and transparent transactions, Arthur's Gold Market Corp is a trusted name in the industry. Visit us at 9023 63rd Drive to explore our offerings and take advantage of our expertise in the gold market.

CR Accounting Svcs is a comprehensive financial institution located at 41-05 47th Street in New York, United States. We offer a wide range of services including accounting, finance, and insurance brokerage. Our team of Enrolled Agents are certified to assist with tax preparation and planning, as well as serving as Certified Acceptance Agents for ITIN applications. Whether you need help with taxes, insurance, or financial planning, CR Accounting Svcs is your one-stop shop for all your financial needs.

Fajardo Accounting is a leading accounting and finance institution located in New York, United States. Our team of experienced professionals provides top-notch accounting services to businesses and individuals, helping them manage their finances effectively. With a focus on accuracy and attention to detail, we pride ourselves on delivering personalized solutions tailored to each client's specific needs. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Fajardo Accounting is here to help you achieve your financial goals. Trust us to handle your accounting needs with professionalism and expertise.

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.

PW 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.

Pinky Ann Thomas CPA (Beancounters Tax & Accounting Services Inc) is a reputable accounting and finance institution located at 247 01A 77th Crescent in New York, United States. With a team of experienced professionals, they offer a wide range of tax and accounting services to individuals and businesses. From tax preparation to financial planning, Pinky Ann Thomas CPA is dedicated to helping clients achieve their financial goals. Trustworthy, reliable, and efficient, they are committed to providing top-notch service to their clients.

Miller & Company LLP is a leading accounting and finance institution located at 14107 20th Avenue in New York, United States. With a team of skilled professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax planning, auditing, or financial consulting, Miller & Company LLP is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and experienced, they are committed to helping clients achieve their financial goals.

Everest Accounting and Tax, CPA is a reputable institution located at 7232 Broadway in New York, United States. Specializing in accounting and finance services, our team of certified public accountants is dedicated to providing top-notch financial guidance and tax solutions to individuals and businesses alike. With a commitment to excellence and a wealth of experience in the industry, Everest Accounting and Tax, CPA is your trusted partner in navigating the complex world of finances. Contact us today to learn more about how we can help you achieve your financial goals.

Core Tax Service is a leading accounting and finance institution located at 97-03 Sutphin Boulevard in New York, United States. Our team of experienced professionals provides a wide range of tax services to individuals and businesses, ensuring compliance with all regulations and maximizing financial efficiency. With a commitment to excellence and personalized service, Core Tax Service is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your tax and financial needs.

ATAX Northern Blvd Jackson Heights is a reputable accounting and finance institution located at 7919A Northern Boulevard in New York, United States. Our team of experienced professionals is dedicated to providing top-notch services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust ATAX Northern Blvd Jackson Heights to handle all of your accounting and finance needs with precision and expertise.

Logic Advance Group is a reputable finance institution located at 162-16 Union Turnpike in New York, United States. With a focus on providing advanced financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment opportunities, financial planning services, or assistance with managing your assets, Logic Advance Group is here to help. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner in the world of finance. Visit us today to see how we can help you secure a brighter financial future.

Welcome to Taehyung Kim, CPA, P.C. Located in the heart of Queens, New York, Taehyung Kim, CPA, P.C. is your trusted partner for all your accounting and financial needs. Situated at 45-16 162nd Street, we are dedicated to providing exceptional service to individuals and businesses in the community and beyond.

Welcome to Miles Above Brokerage, your trusted financial partner located in the heart of Queens, New York. Situated at 149-05 79th Avenue, we are dedicated to providing top-tier financial services tailored to meet the unique needs of our diverse clientele. At Miles Above Brokerage, we specialize in offering comprehensive brokerage solutions, investment advice, and financial planning to help you achieve your financial goals with confidence. Our team of experienced financial experts is committed to delivering personalized service and strategic insights, ensuring that every client receives the attention and expertise they deserve. Whether you're an individual investor seeking guidance or a business looking to optimize your financial strategy, we are here to elevate your financial journey.

DJC Tech & Court Services, Inc. is a leading finance institution located in New York, United States. With a prime location at 137-20 45th Avenue, this institution offers cutting-edge technology solutions and court services to meet the diverse needs of its clients. Whether you are looking for financial assistance or legal support, DJC Tech & Court Services, Inc. is dedicated to providing top-notch services to help you navigate the complexities of the financial and legal world. Trust in DJC Tech & Court Services, Inc. for all your finance needs.

Poltielov & Habib, LLP is a prestigious finance and law firm located at 118-21 Queens Boulevard in New York, United States. With a team of experienced lawyers and financial experts, we provide top-notch legal and financial services to our clients. Whether you need assistance with legal matters or financial planning, our dedicated team is here to help you navigate through any challenges you may face. Trust Poltielov & Habib, LLP to provide you with expert advice and solutions tailored to your specific needs.

The Law Offices of Jason W. Stern & Associates is a highly reputable estate planning law firm located in Forest Hills, New York, overlooking Forest Hills Gardens. With licenses in both New York and New Jersey, our experienced attorneys are dedicated to protecting the interests of our clients and their loved ones for years to come. With over 50 years of combined legal experience in probating wills and estates, we have the knowledge and expertise to handle any estate planning challenge. Specializing in trust and estate work, including probating and contesting wills, our firm is committed to providing personalized attention to each client's needs. Our success in handling complex estate cases, particularly in challenging attorney-drafted wills, has given us unparalleled insight into the probate process. This allows us to effectively litigate estate issues or prevent costly estate litigation in New York.

Kirshblum Taber PC is a prestigious law firm located at 510 Hempstead Turnpike in West Hempstead, New York. Specializing in family law and estate planning, our team of experienced lawyers is dedicated to advocating for families in Nassau County and the surrounding areas. With a focus on areas such as divorce, child custody, and Medicaid planning, we strive to protect the interests of our clients and ensure their future remains secure. Led by former NYS Family Court Jurist, Attorney David A. Kirshblum, and experienced Elder Law Attorney, Attorney Orly Taber, our firm offers a unique perspective and a wealth of experience in handling legal matters. From crafting prenuptial agreements to resolving ex-spouse property disputes, our lawyers are committed to providing personalized and effective legal representation.

The Law Office of Shafi Chowdhury is a reputable legal institution located at 118-21 Queens Boulevard in New York, United States. Specializing in various areas of law, including criminal defense, personal injury, and family law, the experienced team at this law office is dedicated to providing top-notch legal representation and guidance to clients in need. With a track record of success and a commitment to upholding justice, the Law Office of Shafi Chowdhury is a trusted choice for those seeking expert legal services in the New York area.

Welcome to MARK ARONOFF, CPA, P.C., your trusted partner in accounting and finance solutions located in the heart of Queens, New York. Situated at 122-39 Mowbray Drive, our firm is dedicated to providing personalized and professional financial services to individuals and businesses alike. At MARK ARONOFF, CPA, P.C., we understand that navigating the complexities of financial management can be challenging. Our team of experienced professionals is here to guide you every step of the way, offering a comprehensive range of services tailored to meet your unique needs. From tax preparation and planning to bookkeeping and financial consulting, we are committed to delivering accurate and timely solutions that help you achieve your financial goals.

The Legal Office of Tapia & Tapia, PC is a reputable finance and law firm located at 41-04 56th Street in New York, United States. Specializing in a wide range of legal services, including financial law, the skilled attorneys at Tapia & Tapia, PC are dedicated to providing exceptional legal representation and personalized solutions to their clients. With a commitment to excellence and a track record of success, this esteemed institution is known for their professionalism, expertise, and unwavering dedication to achieving the best possible outcomes for their clients. Whether you are in need of legal assistance for financial matters or any other legal issue, the Legal Office of Tapia & Tapia, PC is here to help.