Best Financial Advisors in Queens

2022

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Altfest Personal Wealth Management

• Certified Financial Planner (CFP)
• Private Wealth Advisor

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.

Bridgewater Advisors

• Certified Financial Planner (CFP)

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.

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.

Clarfeld

• Estate Planning
• Certified Financial Planner (CFP)
• Estate and Trust Specialist
• Insurance Products
• Tax Preparation
• Tax Planning

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.

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.

Flores Wealth Planning

• Estate Planning

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.

Forest Hills Financial Group

• Certified Financial Planner (CFP)
• Foreign National Insurance
• Retirement Planning
• Business Succession Planning
• Wealth Management

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.

Gregory A. Mosick, CFP

• Certified Financial Planner (CFP)

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.

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.

Joan Siegel, CFP

• Certified Financial Planner (CFP)
• Retirement Planning

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.

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.

Millenial Estates Financial Group

• Certified Financial Planner (CFP)

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.

Neil G. Carousso, CPA, CFP

• Certified Financial Planner (CFP)

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.

Power Forward Group

• Estate Planning
• Private Wealth Advisor

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.

Webster Investments

• Estate Planning
• Retirement Planning
• Insurance Products
• Tax Planning

Webster Investments serves individuals and families in Queens, helping them achieve their financial goals. Working with clients in a fiduciary capacity, it offers services such as retirement, income, and tax planning. Its advisors guide clients in managing their investment portfolios, maximizing their pensions, and protecting their assets. To deliver customized solutions, they communicate with clients to understand their needs and changing circumstances and update plans as needed. Webster Investments draws from over 22 years of experience when developing suitable financial strategies for people.

Women + Wealth Solutions

• Estate Planning

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.

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.