Best Financial Advisors in Queens

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 544 329 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Merit Financial Partners, LLC

  • Retirement Planning

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.

69-64 Grand Avenue
Queens, NY 11378


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