Find a Financial Advisor in Queens County, NY

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Queens County, NY.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Queens County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Queens County, NY


  • Financial Advisor Close to Queens County, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Queens County, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Queens County, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Queens County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Queens County, NY?

  • Population: 2287,388
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $551,100
  • Average Monthly Housing Cost: $1,582
  • Average Household Income: $89,921
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)



The Top Financial Advisor Firms in Queens County, NY

 

RECAP INVESTING INC.

Website

(183) 369-3227

29-28 41st Avenue

Long Island City, NY 11101

SEC#: 801-119346
Years in Business: 1 years

UNFCU ADVISORS LLC

Website

(212) 324-3900

24-01 44th Road

Long Island City, NY 11101

SEC#: 801-67069
Years in Business: 15 years

GOLDSTEIN CAPITAL CORP.

Website

(212) 750-7450

43-01 22nd St., Suite 516

Long Island City, NY 11101

SEC#: 801-74044
Years in Business: 9 years

BLUESPHERE ADVISORS LLC

Website

(610) 277-1515

2-17 51st Ave
Apt#609
Long Island City, NY 11101

SEC#: 801-117413
Years in Business: 2 years

BLUESPHERE ADVISORS LLC

Website

(610) 277-1515

2-17 51st Ave
Apt#609
Long Island City, NY 11101

SEC#: 801-117413
Years in Business: 2 years

BLUESPHERE ADVISORS LLC

Website

(610) 277-1515

2-17 51st Ave
Apt#609
Long Island City, NY 11101

SEC#: 801-117413
Years in Business: 2 years

 


Queens County, NY Financial Advisor FAQs

A financial advisor provides their clients with any or all of the following services: Risk management, debt management, retirement funding, tax planning and preparation.
For enduring and prudent advice, look for a financial advisor who is a Certified Financial Planner. A CFP's primary focus is on determining what your goals may be and implementing the appropriate steps to help you reach those goals. Their ultimate goal will be to implement the necessary tools that fit your needs in order to provide financial independence.
Yes, you do. It's important to know where your money is going and what the consequences of each choice are.
The first step for you is to figure out what your goals and expectations are before you start looking for a financial advisor to help you reach those targets or explore that idea with them first hand. Finding the right person becomes easier after that because your conversation will determine whether this is someone worth talking with over others, so keep an eye out for conversations revealing objectives such as high turnover portfolio work, loss aversion/selling stocks after a small dip.