TOP 30 Wealth management strategies in Queens, New York

176 results found

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.

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.

H&R Block is a renowned accounting and finance institution located at 21-77 31st Street in New York, United States. With a strong reputation for providing expert tax preparation and financial services, H&R Block is a trusted partner for individuals and businesses alike. Their team of skilled professionals is dedicated to helping clients navigate complex financial matters with ease and confidence. Whether you need assistance with tax filing, financial planning, or other accounting services, H&R Block is committed to delivering top-notch expertise and personalized solutions. Visit their location in New York to experience their exceptional services firsthand.

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.

Nasr Tax Enterprises is a reputable accounting and finance institution located at 37-10 Ditmars Boulevard in New York, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and bookkeeping. Our goal is to help individuals and businesses navigate the complexities of the financial world and achieve their financial goals. Trust Nasr Tax Enterprises for all your accounting and finance needs.

Omega Tax Services Solutions is a leading accounting, finance, and insurance agency located at 8705 Atlantic Avenue in New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and insurance solutions. Our goal is to provide our clients with personalized and efficient services to help them navigate the complexities of the financial world. Whether you are an individual or a business owner, Omega Tax Services Solutions is here to help you achieve your financial goals.

DCAP Insurance is a reputable insurance agency located at 133-59 242nd Street in New York, United States. Specializing in accounting, finance, and insurance services, DCAP Insurance is dedicated to providing top-notch coverage and financial solutions to its clients. With a team of experienced professionals, DCAP Insurance offers personalized assistance and tailored insurance plans to meet the individual needs of each customer. Whether you are looking for auto, home, health, or business insurance, DCAP Insurance has you covered. Visit their office today to learn more about their comprehensive insurance options and financial services.

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.

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.

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.

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.

David Kim: Primerica - Financial Services is a reputable finance and insurance agency located at 251-73 Jericho Turnpike in New York, United States. With a focus on providing top-notch financial services, David Kim and his team offer a wide range of products and services to help clients achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, Primerica has the expertise and resources to assist you every step of the way. Trust in David Kim and Primerica to help secure your 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.

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.

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.

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.

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.

Financial Breakthrough Therapy is a unique institution located at 10-32 Bay 24th Street in New York, United States. Our focus is on personal healing to help you increase your bottom line. Do you feel like you are not earning what you truly deserve? Are you constantly struggling with career and earning confidence? Our model of psychotherapy is designed to remove internal mental blocks that may be hindering your financial success. By combining eye movement and energetics with classical psychotherapy techniques, you can experience a financial breakthrough in as little as 5 sessions. Our clients have had amazing experiences working with our therapist, Melech Mann. He has a natural understanding of the mind and employs highly effective strategies to help individuals process their problems. Clients have reported feeling happier, more productive, and with a whole new perspective after working with Melech. Whether you are dealing with anxiety, relationship issues, or trauma, Melech is here to help.

Singh Notaries & Real Estate is a one-stop shop for all your financial needs in New York, United States. Our services include notary services, real estate transactions, life insurance policies, and web development & SEO services. Located at 19818 119th Avenue, our experienced team is dedicated to providing top-notch services to help you secure your financial future. Whether you need assistance with legal documents, buying or selling a property, protecting your loved ones with life insurance, or boosting your online presence, Singh Notaries & Real Estate is here to help. Visit us today and let us help you achieve your financial goals.

Infinity New York Inc is a reputable institution located at 7806 101st Avenue in New York, United States. Specializing in accounting and finance services, as well as operating as a store, Infinity New York Inc offers a range of professional financial solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, Infinity New York Inc is committed to providing top-notch services and expert advice to help clients achieve their financial goals. Visit us today to experience the Infinity New York Inc difference.

Joseph Mure Jr & Associates is a reputable institution located at 115-06 Beach Channel Drive in New York, United States. With a focus on providing top-notch financial and investment services, our team of experts is dedicated to helping our clients achieve their financial goals. Whether you are looking for advice on retirement planning, investment strategies, or wealth management, our experienced professionals are here to guide you every step of the way. Trust Joseph Mure Jr & Associates to provide you with personalized and comprehensive financial solutions tailored to your specific needs.

Jiah Kim & Associates P.C. is a legal institution located at 35-14 150th Place, New York, United States. Our firm is dedicated to empowering individuals and families to maintain control over their financial well-being and ensure their hard-earned wealth remains a source of opportunity and prosperity. We specialize in crafting personalized legal strategies to protect and enhance your financial independence, allowing you to pass on your assets to loved ones without interference. Our services include helping clients navigate the complexities of managing international assets, assisting families with caring for aging members, and safeguarding hard-earned assets for the future. We offer expertise in entity formation, IP management, insurance, tax strategies, and more. Our legal counsel for startup companies ensures businesses start off on the right foot.

Merrill Lynch Financial Advisor Michael T Rooney is a prestigious finance institution located at 6965 Yellowstone Boulevard, New York, United States. This institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The team is comprised of talented and experienced individuals supported by the global resources of Merrill. The institution focuses on assisting families, individuals, and business owners in developing long-term financial strategies. They emphasize a hands-on approach to financial guidance and strive to provide an exemplary level of service and advice to all clients. The team believes in a long-term approach to investing based on each client's specific financial needs, goals, and risk tolerance. They work with clients to develop personalized plans to help manage, grow, and preserve their wealth. By getting to know each client personally, the team at Merrill Lynch can customize financial approaches to help clients pursue their goals and address fluctuations in the market. The institution offers a range of services including personalized investment strategies and comprehensive financial solutions. With a focus on putting the client first, Merrill Lynch Financial Advisor Michael T Rooney is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Palavi J Malik is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. The institution specializes in providing personalized financial planning services through Merrill Personal Wealth Analysis™. By focusing on your goals and priorities, the financial advisor helps you navigate through life's changes and create a customized plan to achieve your aspirations. Through in-depth conversations and the Investment Personality Assessment, the institution aims to understand your unique financial preferences and goals. By staying informed about your life changes, the institution can adapt your financial approach to reflect your evolving needs and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the financial advisor works with you to develop a comprehensive approach to address your financial needs.

Merrill Lynch Financial Advisor Esther Luk is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. Esther Luk follows the deep-seated Merrill tradition of community involvement and volunteering. With Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. As a financial advisor at Merrill Lynch Wealth Management, Esther focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, Esther helps you identify and prioritize the goals that matter most to you, whether it's planning for retirement, buying a home, or funding education. Through the Investment Personality Assessment, Esther gains a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The institution offers tools to track changes in your life and goals, ensuring your financial approach reflects these adjustments. Esther's mission is to understand what matters most to you and help you design and implement a personalized plan to achieve your financial goals while managing risk. Regular check-ins and adjustments to your financial approach help you stay on track to reach your goals. As a Merrill Lynch Wealth Management Advisor, Esther works with you to build a customized investment approach that addresses your needs and goals. With personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America, Esther can help you achieve your financial goals.

STI Consultants is a leading finance institution located at 43-39 Main Street in New York, United States. With a team of expert consultants, STI offers a wide range of financial services including investment advice, risk management, and strategic planning. The institution is known for its innovative approach to financial solutions and its commitment to helping clients achieve their goals. Whether you are an individual looking to grow your wealth or a business seeking to optimize your financial strategies, STI Consultants is the go-to destination for all your financial needs.

Merit Financial Partners, LLC is a finance institution located at 6964 Grand Avenue in New York, United States. Specializing in financial planning, investment management, and wealth preservation, Merit Financial Partners, LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides comprehensive financial solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merit Financial Partners, LLC is dedicated to helping you secure a prosperous financial future.

Merrill Lynch Financial Advisor Steven T. Kim is a finance institution located at 6965 Yellowstone Boulevard, New York, United States. Our personalized wealth management strategies are designed to help you pursue your financial goals through a deep understanding of your full financial picture. We offer access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our focus is on family, goals, and priorities, adapting to your changing needs over time. We believe in personalized financial planning, starting with a conversation to understand your goals and priorities. Our Investment Personality Assessment helps us customize a financial approach tailored to what matters most to you. We provide ongoing support to help you stay on track and adjust your approach as your life evolves. Let us work with you to design a comprehensive financial strategy that aligns with your goals and helps manage investment risk. Your financial success is our priority, and we are committed to helping you achieve your goals for the future. Contact us today to learn more about how we can help you navigate the complexities of your financial life and build a customized investment approach that suits your needs.