TOP 30 Wealth management for high net worth individuals in Queens, New York

7 results found

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.

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.

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.