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2024

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Best Financial Advisors in Queens, NY

Our Recommended Top 16

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Queens Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

552Reviewed

337Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Queens, NY 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  • Estate Planning
  • Tax Planning
  • Investment Management
  • Certified Financial Planner (CFP)
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Queens, NY
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

800 Third Avenue Suite 2800, New York, NY 10022
WebsiteLicense: 173706

Expertise.com Rating

Why choose this provider?

Flores Wealth Planning is a financial advisory firm serving Queens. Its founder, Arthur Flores, is a Certified Financial Planner who has been in the industry for over 19 years. He offers comprehensive financial planning services, which cover investment, retirement, insurance, education, and debt management, in addition to tax and estate planning. His investment management solutions involve asset allocation and risk tolerance assessment. Flores has been featured on Forbes, Epoch Times, and the U.S. and World Report News. He also received accreditation from the NAPFA.

  • Estate Planning

445 Park Avenue, New York, NY 10022

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Established in 1983, Altfest Personal Wealth Management serves individuals and businesses in Queens. With its proprietary Total Portfolio Management investment and financial planning tool, the firm helps clients in managing their investments. Its advisors also help clients with retirement, tax, insurance, estate, and cash flow goal planning. Its founder and CEO, Lewis Altfest, is a Barron’s Hall of Famer and recipient of the 2007 Charles R. Schwab IMPACT Award. He is listed on Who's Who in Finance and Who's Who in America.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

12 East 49th Street, New York, NY 10017

Expertise.com Rating

Review Sources

Facebook
5.0 (13)

Why choose this provider?

Established in 1996, Heron Wealth is an independent wealth advisory firm that serves clients in Queens. Its services include financial, tax, and retirement planning. It also offers investment strategy and cash flow management, including strategies for debt reduction, income, and savings. Additionally, clients can sign up to the firm's WealthTrack, a financial planning app that gives them real-time access to their financial data. In 2017, the firm was included in the top 50 fastest-growing independent financial advisory firms by the Financial Advisor magazine.

  • Certified Financial Planner (CFP)

217-04 Northern Blvd Ste 24, Bayside, NY 11361
WebsiteLicense: 6237227

Expertise.com Rating

Review Sources

Facebook
5.0 (20)
Google
5.0 (18)

Why choose this provider?

Millenial Estates Financial Group serves Queens and the surrounding communities. The company helps individuals and businesses take control of their wealth and establish a strong financial foundation for their future. It offers financial and investment planning, as well as assistance with retirement, insurances, and estates. The firm's advisor, Kristen S. Han, is a Certified Financial Planner who has more than 10 years of experience in accounting and finance. She takes the time to listen to her clients' concerns and develops plans tailored to their needs.

  • Certified Financial Planner (CFP)

41 Schermerhorn Street, Brooklyn, NY 11201

Expertise.com Rating

Review Sources

Google
5.0 (19)
Yelp
4.9 (13)
Facebook
5.0 (10)

Why choose this provider?

Brooklyn Plans LLC is a financial service company focused on helping women balance their financial priorities and understand opportunities. Serving the community of Queens, the firm provides financial planning and investment advisory services. It also offers money management classes that cover topics such as various money behaviors and the effect of personal finances on mental health. Founder Kristen Euretig has been in the financial services industry since 2008. She has been featured in several publications, including Forbes and The New York Times.

  • Certified Financial Planner (CFP)

69-64 Grand Avenue, Queens, NY 11378

Why choose this provider?

Merit Financial Partners, LLC provides advisory services to individuals and families from Queens. It offers financial planning services to clients by advising them on spending versus saving decisions, portfolio distribution, college planning, estate and gift planning, and retirement income planning. Its team also offers investment management and financial planning for divorcees. Elizabeth Cox, the firm's founding partner, has over 30 years of experience in the investment and financial services industries. She is a member of the CFP Board’s Public Policy Council.

  • Retirement Planning

31 West 34th Street, New York, NY 10001

Expertise.com Rating

Review Sources

Google
4.7 (30)

Why choose this provider?

Zoe Financial helps clients looking for fiduciary financial planners and advisors in Queens. The firm is owned by Andres Garcia-Amaya, a financial specialist with over 15 years of Wall Street experience. Using a matching algorithm, the firm analyzes the financial needs and goals of clients and finds the right financial advisor for them. The company's financial advisors and planners offer investment management, retirement planning, tax strategy, debt and asset management, and estate planning services. Zoe Financial has been featured by Business Insider, Forbes, and the SoftBank Group.

  • Certified Financial Planner (CFP)
  • Tax Planning

2 Park Ave, Suite 300, New York, NY 10016
WebsiteLicense: 5963477

Expertise.com Rating

Why choose this provider?

Power Forward Group provides services to the Queens metro and the surrounding communities. It caters to a diverse clientele, including attorneys, e-commerce business owners, legacy planners, and wealth builders. It helps clients understand their cash flow, set up automatic and consistent contributions, and plan their investments. The firm also assists with estate planning. Ruvin Levavi, the founder, brings over more than 10 years of experience in the industry. He worked as an estate planning attorney before becoming a financial advisor.

  • Estate Planning
  • Private Wealth Advisor

212-45 26th Avenue Suite 5, Bayside, NY 11360
WebsiteLicense: 1327267

Expertise.com Rating

Review Sources

Google
4.3 (6)
Yelp
5.0 (1)

Why choose this provider?

Joan Siegel, CFP, assists Queens residents to achieve their financial objectives. After evaluating clients' financial situation, the firm provides them with comprehensive financial and investment services. Financial representative Joan Siegel helps them in their retirement and 529 planning and tax preparation needs. She also offers estate conservation strategies and insurance needs analysis. In addition, Siegel holds memberships to the Financial Planning Association and the National Association of Tax Professionals. She earned her CFP designation in 1985.

  • Certified Financial Planner (CFP)
  • Retirement Planning

11835 Queens Boulevard, Queens, NY 11375

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Forest Hills Financial Group is a family-run financial advisory firm based in Queens that has been providing financial planning and investment services since 1980. Serving national and international clients, its Chartered Financial Consultants guide them through the ins and outs of wealth management, retirement planning, foreign national insurance coverage, and business succession planning. Its president, Nat Perlmutter, was a recipient of the Torch of Liberty Award. Forest Hills Financial Group is partnered with the American Cancer Society, March of Dimes, and Doctors Without Borders.

  • Certified Financial Planner (CFP)
  • Foreign National Insurance
  • Retirement Planning

93-106 101st Avenue, Ozone Park, NY 11416

Expertise.com Rating

Review Sources

Google
4.4 (8)

Why choose this provider?

Eagle Tax Planning & Advisory Group LLC is a comprehensive financial planning and tax preparation firm. Founded in 2000, it caters to the needs of clients in Queens and its surrounding metros. The company offers investment management or consulting options like portfolio analysis, investment recommendation, and asset allocation strategy. It also provides financial services such as business planning, insurance analysis, college education funding, estate planning, and retirement planning. Raj Prashad, the firm's founder, is a Certified Financial Planner.

  • Certified Financial Planner (CFP)
  • Tax Preparation

437 Madison Avenue, New York, NY 10022

Expertise.com Rating

Why choose this provider?

Clarfeld is a wealth management firm that serves clients in Queens. It provides financial planning, investment assistance, insurance, and asset protection. Additionally, it helps clients with tax preparation and estate planning. The firm also offers specialty services such as divorce support and planning and financial management for non-profit organizations. Clarfeld's LifeSlate technology digitizes all clients' documents and supporting narratives. The firm's CEO, Rob Clarfeld, and his colleagues were honored by the Foundation for Educating Children with Autism for their ongoing dedication to the organization.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

346 Westbury Ave 2nd Floor, Carle Place, NY 11514
WebsiteLicense: CRD#: 2223512

Expertise.com Rating

Why choose this provider?

Women + Wealth Solutions provides financial advice to women living in Queens. The company works with widowed, divorced, and married women and counsels them on how to build funds for retirement and keep personal and business funds separate. The team includes subject matter experts in the fields of insurance, family law, and estate planning. Founder Ronit Rogoszinski is a women's advocate whose focus is educating females on the monetary details involved in transitioning across major life changes.

  • Estate Planning

3601 208th Street,, Bayside, NY 11361
WebsiteLicense: 2523062

Expertise.com Rating

Review Sources

Google
5.0 (53)
Yelp
5.0 (8)

Why choose this provider?

Neil G. Carousso, CPA, CFP is an accounting and investment coaching firm in Bayside that serves individuals and businesses in the Queens metro. Founder and owner Neil G. Carousso is a member of the Financial Planning Association and the National Association of Tax Professionals. The firm's services include tax preparation and planning, retirement planning, investment advising, insurance planning, and social security planning. It also offers educational webcasts and virtual financial consultations through its website.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Queens, NY 01752Complimentary Consultation
SmartAdvisor by SmartAsset
Queens, NYFree Consultation
Flores Wealth Planning
800 Third Avenue Suite 2800, New York, NY 10022
Altfest Personal Wealth Management
445 Park Avenue, New York, NY 10022
Heron Wealth
12 East 49th Street, New York, NY 10017
Millenial Estates Financial Group
217-04 Northern Blvd Ste 24, Bayside, NY 11361
Brooklyn Plans LLC
41 Schermerhorn Street, Brooklyn, NY 11201
Merit Financial Partners, LLC
69-64 Grand Avenue, Queens, NY 11378
Zoe Financial
31 West 34th Street, New York, NY 10001
Power Forward Group
2 Park Ave, Suite 300, New York, NY 10016
Joan Siegel, CFP
212-45 26th Avenue Suite 5, Bayside, NY 11360
Forest Hills Financial Group
11835 Queens Boulevard, Queens, NY 11375
Eagle Tax Planning & Advisory Group LLC
93-106 101st Avenue, Ozone Park, NY 11416
Clarfeld
437 Madison Avenue, New York, NY 10022
Women + Wealth Solutions
346 Westbury Ave 2nd Floor, Carle Place, NY 11514
Neil G. Carousso, CPA, CFP
3601 208th Street,, Bayside, NY 11361

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What should you keep in mind when making investment decisions in Queens?

    When making investment decisions, the first thing you need is patience. Don’t get stuck on short-term returns or the market’s volatility; keep your eyes on long-term returns. Next is diversification. Invest in different asset classes, so you can still reap gains even when experiencing a loss in one class. Last is consistency. It's important to regularly add to your investments to compound returns. Having a Queens financial advisor manage your investments helps you keep these factors in check.

  • Why is it important to ask for the financial advisor’s Form ADV in Queens?

    Asking for the financial advisor’s Form ADV helps you evaluate how the advisor operates, their payment structure, and their qualifications to deliver the services you need. Financial advisors and advisory firms in Queens submit Form ADV to register with the SEC and the state’s securities agency. The form contains details of the advisor’s credentials, professional experience, fees, and fiduciary duties. It also discloses disciplinary actions and conflicts of interest.

  • What are the benefits of investing in a Roth IRA for your retirement in Queens?

    Roth IRA is an ideal retirement plan if you are looking for particular tax advantages. While Roth IRA contributions are not tax-deductible, your distributions and contribution withdrawals in the future will be federally tax-free. This is beneficial in case taxes are higher by the time you retire. You can also withdraw your contributions anytime without the 10% early withdrawal tax penalty in standard IRAs. Speak with a Queens financial advisor to determine if Roth IRA is right for you.

  • Why is it better to work with a financial advisor in Queens who is a Certified Financial Planner?

    A CFP financial advisor in Queens has extensive experience and is legally obligated to prioritize your best interests. Advisors with CFP credentials operate as fiduciaries, following a strict code of ethics and professional competence. To get CFP marks, an advisor must undergo a CFP Board-registered program, pass the certification process, and have a minimum of three years of experience in financial planning. CFPs also take a continuing education program every two years to stay current with industry standards.

  • What should you bring to your consultation with a financial advisor in Queens?

    Your Queens financial advisor needs to evaluate your current financial situation and the money goals you want to achieve., so you should provide statements and documents related to all aspects of your finances, including the following:

    • Financial statements – Bank accounts, stocks, bonds, mutual funds, annuities
    • Tax returns – Previous two years
    • Retirement plans – IRA, 401(k), Social Security, business retirement agreements
    • Insurance policies – Heath, life, disability, and employer-provided insurance
    • Estate plans – Wills, trusts, charitable trusts
    • Special needs - Separation agreements, inheritance statements
  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.