Best Financial Advisors in Queens

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Queens, NY

Business Description

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Altfest Personal Wealth Management logo
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Altfest Personal Wealth Management

445 Park Avenue, New York, NY 10022
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bridgewater Advisors logo
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License Verified:

License: 109826

Investment Adviser Public Disclosure Database, SEC

Bridgewater Advisors

600 Fifth Avenue, 26th Floor, New York, NY 10020
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  • Certified Financial Planner (CFP)

Business Description

Established in 1991, Bridgewater Advisors is a boutique company that aims to help individuals and families in Queens attain their financial goals through its broad range of financial advisory services. Its financial planners seek to understand clients' unique situations in order to create custom financial plans that meet their needs. These plans may cover clients' retirement, estate, philanthropy, and children's education. Its advisors also regularly make adjustments to plans and portfolios in response to changes in clients' situations and the financial markets.

License Verified:

License: 109826

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Brooklyn Plans LLC logo
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Brooklyn Plans LLC

41 Schermerhorn Street, Brooklyn, NY 11201
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (18)
Yelp
5.0 / 5 (11)
Clarfeld logo
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Clarfeld

437 Madison Avenue, New York, NY 10022
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Insurance Products
  • Tax Preparation
  • Tax Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Eagle Tax Planning & Advisory Group LLC logo
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Eagle Tax Planning & Advisory Group LLC

93-106 101st Avenue, Ozone Park, NY 11416
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  • Certified Financial Planner (CFP)
  • Tax Preparation

Business Description

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.

Reputation:

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.
4.3
Google
4.3 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Flores Wealth Planning logo
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License Verified:

License: 173706

Investment Adviser Public Disclosure Database, SEC

Flores Wealth Planning

800 Third Avenue Suite 2800, New York, NY 10022
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  • Estate Planning

Business Description

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.

License Verified:

License: 173706

Investment Adviser Public Disclosure Database, SEC

Forest Hills Financial Group logo
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Forest Hills Financial Group

11835 Queens Boulevard, Queens, NY 11375
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  • Certified Financial Planner (CFP)
  • Foreign National Insurance
  • Retirement Planning
  • Business Succession Planning
  • Wealth Management

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Gregory A. Mosick, CFP logo
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License Verified:

License: 4126201

Investment Adviser Public Disclosure Database, SEC

Gregory A. Mosick, CFP

1000 Woodbury Road, Suite 300, Woodbury, NY 11797
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  • Certified Financial Planner (CFP)

Business Description

Gregory A. Mosick, CFP, offers his financial advisory services to clients in Queens. His firm writes plans for workers and businesses, providing advice on potential investments in real estate, the proper use of Social Security benefits, and building retirement funds. The team factors in a customer's existing debts, projected lifespan, and income when making timetables. Planner Gregory A. Mosick focuses on estate planning strategies and wealth accumulation for individuals who want to leave sufficient amounts to their heirs.

License Verified:

License: 4126201

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Heron Wealth logo
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Heron Wealth

12 East 49th Street, New York, NY 10017
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (31)
Facebook
5.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Joan Siegel, CFP logo
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License Verified:

License: 1327267

Investment Adviser Public Disclosure Database, SEC

Joan Siegel, CFP

212-45 26th Avenue Suite 5, Bayside, NY 11360
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

License Verified:

License: 1327267

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.4
Google
4.3 / 5 (6)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Merit Financial Partners, LLC logo
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Merit Financial Partners, LLC

69-64 Grand Avenue, Queens, NY 11378
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  • Retirement Planning

Business Description

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.

Millenial Estates Financial Group logo
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License Verified:

License: 6237227

Investment Adviser Public Disclosure Database, SEC

Millenial Estates Financial Group

217-04 Northern Blvd Ste 24, Bayside, NY 11361
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  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 6237227

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (23)
Google
5.0 / 5 (18)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Neil G. Carousso, CPA, CFP logo
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License Verified:

License: 2523062

Investment Adviser Public Disclosure Database, SEC

Neil G. Carousso, CPA, CFP

3601 208th Street,, Bayside, NY 11361
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  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 2523062

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (53)
Yelp
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Power Forward Group logo
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License Verified:

License: 5963477

Investment Adviser Public Disclosure Database, SEC

Power Forward Group

2 Park Ave, Suite 300, New York, NY 10016
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  • Estate Planning
  • Private Wealth Advisor

Business Description

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.

License Verified:

License: 5963477

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Women + Wealth Solutions logo
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License Verified:

License: CRD#: 2223512

Investment Adviser Public Disclosure Database, SEC

Women + Wealth Solutions

346 Westbury Ave 2nd Floor, Carle Place, NY 11514
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  • Estate Planning

Business Description

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.

License Verified:

License: CRD#: 2223512

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Zoe Financial logo
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Zoe Financial

31 West 34th Street, New York, NY 10001
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  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

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.

Reputation:

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.
4.8
Google
4.8 / 5 (30)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS