Best Financial Advisors in Queens County, NY

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List of Firms

Queens County, NY Fiduciary Financial Advisors

NLB Advisors
Location 6120 Grand Central Pkwy, B500, Forest Hills, NY 11375, USA
Phone (347) 994-6171
Directions
Jazurek - Financial Advisor
5 out of 5
Location 6001 Madison St, Ridgewood, NY 11385, USA
Phone (718) 406-7847
Directions
Financial Advisors in Queens County, NY

Where Certified Financial Advisors in Queens County, NY Serve

Queens County, NY is a bustling borough that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Unisphere in Flushing Meadows-Corona Park to the historic Louis Armstrong House Museum in Corona, Queens has no shortage of must-see sights. In terms of top employers, Queens is home to major companies such as JetBlue Airways, Citigroup, and New York-Presbyterian Hospital. The borough is also crisscrossed by several major highways, including the Long Island Expressway and the Brooklyn-Queens Expressway, as well as bustling thoroughfares like Queens Boulevard and Northern Boulevard. When it comes to neighborhoods, Queens is a diverse and vibrant melting pot, with areas like Astoria, Jackson Heights, and Forest Hills offering unique cultures and experiences. Overall, Queens County is a dynamic and exciting place to live, work, and explore.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Queens County, NY can benefit greatly from the expertise of a financial advisor. With a diverse population and a wide range of economic backgrounds, Queens County presents unique financial challenges that a financial advisor can help navigate. For example, many residents may struggle with the high cost of living in the area, including expensive housing and transportation. A financial advisor can provide guidance on budgeting and saving to help residents reach their financial goals. Additionally, Queens County is home to many small business owners who may need help with financial planning and investment strategies. A financial advisor can provide valuable insight and support to help these entrepreneurs grow their businesses and achieve financial success. Overall, a financial advisor can be a valuable resource for residents of Queens County, helping them to make informed financial decisions and achieve financial security.

Insurance Broker

Residents of Queens County, NY can benefit greatly from the services of an insurance broker. With a population of over 2.3 million people, Queens County is the second-most populous county in New York City. This means that there are a wide variety of insurance options available to residents, but it can also make it difficult to navigate the complex world of insurance. An insurance broker can help residents of Queens County find the best insurance policies to meet their specific needs and budget. For example, with high rates of car ownership in Queens County, an insurance broker can help residents find the best auto insurance policies to protect themselves and their vehicles on the busy streets of New York City.

Retirement Planning

Residents of Queens County, NY could benefit greatly from the expertise of a retirement planner. With a population of over 2.3 million people, Queens County is the second most populous county in New York City. Many of its residents are hardworking individuals who are looking for ways to secure their financial future. A retirement planner can help them navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. In particular, Queens County is known for its diverse population, which means that a retirement planner would need to be knowledgeable about the unique needs and challenges that different cultures and communities face when planning for retirement. A skilled retirement planner can provide personalized advice and guidance to help residents of Queens County achieve their retirement goals.

Wealth Management

Residents of Queens County, NY can benefit from the services of a wealth manager in a variety of ways. For example, a wealth manager can help Queens residents manage their finances and investments, plan for retirement, and create a financial plan that aligns with their unique goals and needs. Additionally, a wealth manager can provide guidance on tax planning strategies and help residents navigate complex financial situations. With Queens County being one of the most diverse areas in the United States, a wealth manager can also provide culturally sensitive and tailored advice to clients from different backgrounds and communities. Ultimately, a wealth manager can help residents of Queens County achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Queens County, NY would benefit greatly from the assistance of a mortgage loan officer. With the high cost of living in this diverse and bustling borough, many residents may struggle to secure the necessary funds to purchase a home. A mortgage loan officer can help guide residents through the complex process of obtaining a mortgage, from determining eligibility to finding the right loan program to fit their needs. Additionally, with the unique mix of neighborhoods and housing options throughout Queens County, a mortgage loan officer can provide valuable insight into the local housing market and help residents navigate the homebuying process with confidence.

Tax Services

Residents of Queens County, NY could benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor could help residents is by ensuring they are taking advantage of all available tax deductions and credits. With a diverse population and a mix of urban and suburban areas, Queens County presents unique tax challenges that require specialized knowledge. For example, residents who operate small businesses in Queens may be eligible for special tax breaks that a tax advisor could help them take advantage of. Additionally, with the high cost of living in the area, a tax advisor could assist residents in finding ways to reduce their tax burden and keep more of their hard-earned money. Overall, a tax advisor can provide valuable guidance and support to Queens County residents looking to navigate the complex world of taxes.

Estate Planning Lawyer

Residents of Queens County, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Queens County residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Queens County, which is known for its diverse population and high cost of living. An estate planning lawyer can also help residents protect their assets from creditors and minimize tax liabilities. Additionally, an estate planning lawyer can assist with drafting important documents such as wills, trusts, and powers of attorney, which can provide peace of mind and ensure that their loved ones are taken care of in the event of incapacity or death. Overall, an estate planning lawyer can provide invaluable assistance to residents of Queens County, NY in protecting their assets and securing their legacies.

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FAQs About Personal Financial Advisors in Queens County, NY