Expertise.com

Best Financial Advisors in Queens

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Queens, NY
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

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.

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Queens, NY

Why choose this provider?

Need help contacting a Financial Advisor in Queens? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

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

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.

License Verified:

License: 173706

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

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

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.

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

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

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.

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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

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.

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

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.

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 (20)
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

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

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.

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

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

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.

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 (19)
Yelp
4.9 / 5 (13)
Facebook
5.0 / 5 (10)

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

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.

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
4.4 / 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

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

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.

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

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

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.

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

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

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.

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

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

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.

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

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

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.

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

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

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.

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.
4.7
Google
4.7 / 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

Frequently Asked Questions

  • 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.