TOP 10 Wealth management for high net worth individuals in Queens, New York

Omor Elahi - TD Wealth Financial Advisor is a reputable finance institution located at 97-17 Rockaway Boulevard in New York, United States. As a trusted financial advisor under TD Wealth, Omor Elahi provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Omor Elahi offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Omor Elahi - TD Wealth Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Imperial Financial Alliance is a prestigious financial institution located at 136-18 39th Avenue in New York, United States. As a leading player in the finance industry, we offer a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, Imperial Financial Alliance is here to help you every step of the way. Trust us to be your partner in financial success.

Jack J Seng is a Financial Advisor at Ameriprise Financial Services, LLC located at 108-37 71st Avenue in New York, United States. Jack J Seng holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jack J Seng's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jack J Seng is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Jack J Seng is committed to helping clients achieve their financial goals.

Merrill 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.

Citi Private Wealth Management (PWM) is a prestigious financial institution located at 176 Union Turnpike in New York, United States. As a leading provider of wealth management services, Citi PWM offers tailored financial solutions to high-net-worth individuals and families. With a team of experienced wealth managers and financial advisors, Citi PWM is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, estate planning services, or retirement planning solutions, Citi PWM has the expertise and resources to meet your needs. Visit us today to learn more about how we can help you grow and protect your wealth.

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.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

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."

The Mayfair is a prestigious institution located at 9830 67th Avenue in New York, United States. Known for its luxurious facilities and top-notch services, The Mayfair offers a unique blend of elegance and sophistication. With a focus on providing the highest quality of education and resources, The Mayfair is a sought-after destination for students and professionals alike. Whether you are looking to further your education or enhance your career, The Mayfair is the perfect place to achieve your goals. Come experience the excellence and prestige of The Mayfair today.

BNJ Royalty is a prestigious institution located at 45-35 39th Street in New York, United States. We are dedicated to providing top-notch financial services and investment opportunities for our clients. With a team of experienced professionals, we offer personalized solutions to help our clients achieve their financial goals. Our commitment to excellence and integrity sets us apart as a trusted partner in wealth management. Visit us today and let us help you secure your financial future with BNJ Royalty.

Welcome to the Law Offices of Andreas Vasilatos, where we specialize in navigating the complexities of divorce, custody, and other family law issues with both strategic advocacy and compassionate support. Located at 36-51 Bell Boulevard in Queens, New York, our firm is dedicated to providing personalized legal assistance tailored to the unique needs of each client. Family law matters can be emotionally and financially overwhelming, impacting everything from your assets to your time with your children. With over 90 years of combined experience, our team of seasoned attorneys is well-versed in the intricacies of family law in the New York City metropolitan area. We are committed to helping you make informed decisions that will shape your future and the future of your family.

Welcome to Aegis Capital Corporation, your trusted partner in financial services since 1984. Located at 42-40 Bell Boulevard, Queens, New York, we are dedicated to helping individuals and institutions preserve wealth and maximize growth through innovative financial solutions. Our expert team works closely with clients to identify and achieve their financial goals, offering personalized and hands-on service. With over $50 billion processed in capital markets transactions, Aegis Capital Corp. stands out with its robust investment banking services, including equity and debt financing, as well as private equity banking. Our seasoned professionals provide strategic advice and financing solutions tailored to a wide range of industries.

Welcome to Flagstar Private Banking, your trusted partner in financial excellence, conveniently located at 78-27 37th Avenue, Queens, New York. We specialize in providing a comprehensive range of banking and financial services tailored to meet your unique needs. Whether you're looking for a reliable ATM for quick transactions, personalized banking solutions, or expert financial advice, our experienced team is here to assist you every step of the way. At Flagstar Private Banking, we pride ourselves on delivering exceptional customer service and innovative financial products designed to help you achieve your financial goals. Our state-of-the-art facilities and secure online banking platform ensure a seamless banking experience, whether you're managing your accounts, planning for the future, or seeking investment opportunities.

Welcome to Flagstar Private Banking, your trusted partner in financial excellence located at 36-36 33rd Street, Queens, New York. Nestled in the heart of Queens, we are committed to providing personalized and comprehensive banking solutions tailored to meet the unique needs of our clientele. At Flagstar Private Banking, we pride ourselves on our exceptional customer service and a wide range of financial services designed to help you achieve your financial goals. Whether you're looking for personal banking, business solutions, or specialized financial advice, our team of experienced professionals is here to guide you every step of the way.

Welcome to Private Bank, Bank of America, your trusted partner in financial excellence located in the heart of Queens, New York. Situated at 6965 Yellowstone Boulevard, we are committed to providing personalized banking and financial services tailored to meet the unique needs of our community. At Private Bank, Bank of America, we offer a comprehensive range of services including personal banking, wealth management, investment advice, and lending solutions. Our experienced team of financial professionals is dedicated to helping you achieve your financial goals with a focus on exceptional customer service and innovative solutions.

Welcome to Flagstar Private Banking, your trusted partner in financial excellence located in the heart of Queens, New York. Situated at 118-35 Queens Boulevard, our distinguished establishment is dedicated to providing unparalleled banking and financial services tailored to meet the unique needs of our clients. At Flagstar Private Banking, we offer a comprehensive range of services, including personal and business banking, wealth management, and investment solutions. Our state-of-the-art ATMs ensure convenient and secure access to your accounts anytime, while our expert financial advisors are committed to guiding you through every financial decision with personalized strategies designed to achieve your goals.

Welcome to Flagstar Private Banking, your premier financial partner located at 89-36 Sutphin Boulevard, Queens, New York. We are dedicated to providing exceptional banking services tailored to meet the unique needs of our clients. As a trusted name in the banking, ATM, and finance sectors, we offer a comprehensive range of financial solutions designed to help you achieve your personal and professional financial goals. At Flagstar Private Banking, we pride ourselves on delivering personalized service with a focus on building lasting relationships. Our experienced team of financial experts is committed to guiding you through every step of your financial journey, ensuring you receive the highest level of support and expertise.