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Laurels

Best Financial Advisors in Queens
2022

We scored 544 Financial Advisors in Queens, NY and Picked the Top 8

Here are the Picks:

Altfest Personal Wealth Management

Brooklyn Plans LLC

Clarfeld

Eagle Tax Planning & Advisory Group LLC

Forest Hills Financial Group

Heron Wealth

Merit Financial Partners, LLC

Zoe Financial

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

Altfest Personal Wealth Management

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

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.

Click to Call

445 Park Avenue
New York, NY 10022

Website

(888) 525-8337 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Brooklyn Plans LLC

  • Certified Financial Planner (CFP)

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.

Click to Call

41 Schermerhorn Street
Brooklyn, NY 11201

Website Instagram

(917) 727-6497 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

Clarfeld

  • Estate Planning
  • Insurance Products
  • Estate And Trust Specialist
  • Certified Financial Planner (CFP)

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.

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437 Madison Avenue
New York, NY 10022

Website

(212) 956-9494 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Eagle Tax Planning & Advisory Group LLC

  • Certified Financial Planner (CFP)
  • Tax Preparation

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.

Click to Call

93-106 101st Avenue
Ozone Park, NY 11416

Website

(718) 441-7011 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Forest Hills Financial Group

  • Business Succession Planning
  • Foreign National Insurance
  • Wealth Management
  • Retirement Planning

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.

Click to Call

11835 Queens Boulevard
Queens, NY 11375

Website

(718) 268-9255 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Heron Wealth

  • Certified Financial Planner (CFP)

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.

Click to Call

12 East 49th Street
New York, NY 10017

Website

(347) 580-5280 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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.

Click to Call

69-64 Grand Avenue
Queens, NY 11378

Website

(718) 898-0871 Website

Zoe Financial

  • Certified Financial Planner (CFP)
  • Tax Planning

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.

Click to Call

31 West 34th Street
New York, NY 10001

Website

(646) 513-2551 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 (Best)

Total Reviews:

28 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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