Best Financial Advisors in Queens, NY

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the Queens area.

Miller & Company

Miller & Company

(30)
Personal Service Corporation, Net Investment Income Tax, Gift Tax For Nonresident Aliens in the U.S.
“I had a quick question on my onboarding paperwork for a new role due to the complexity of NYS tax law and they were able to answer my question within 48 hours without a fee because it was so simple.”
NYC Certified
Accepts All Major Credit Cards
In Business Since 1990
14107 20th Ave #101, Queens, NY
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Fast Tax NY

Fast Tax NY

(30)
Elder Care, Retirement Planning, Estate Planning
“I'm very glad I did because not only is he saving me ALOT of money, but he is also giving me valuable insights and suggestions that my former tax professional neglected to mention.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2017
88-08 Rockaway Beach Blvd Suite 305, Queens, NY
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Braj Aggarwal, CPA

Braj Aggarwal, CPA

(19)
Wage Parity Audit Services, SEC Services, Setting up Business in USA
“My company working with Braj last 3 years and we have not faced any issue in taxation because all our accounting and taxation handle properly in a timely manner.”
Offers Financing Options
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2006
37-05 74th Street 3rd Floor, Queens, NY
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IBA Business Solutions

IBA Business Solutions

(30)
  • Job
  • Results
  • The Future
“I have dealt with several agencies and people over my 38 years in retail and I would definitely recommend Ethan Scott with IBA Business Solutions if you are looking for help with your business finances, he is excellent”
Free Initial Consultation
In Business Since 2015
108-18 Queens Blvd #605, Queens, NY
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Elite Business Services

Elite Business Services

(27)
  • Professional
  • Office
  • Notary
“Great Experience”
Transparent Fees & Pricing
In Business Since 2021
119-03 Jamaica Ave suite 104, Queens, NY
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Pablo F. Sanchez, Cpa, Cgma

Pablo F. Sanchez, Cpa, Cgma

(14)
Offer-in-Compromise, IRS Representation, Payroll Services
“If you haven't had luck with accountants in the past, I would definitely recommend Pablo, I'm sure he'll be the last accountant you need to search for again.”
Free Initial Consultation
In Business Since 2003
40-20 58th St, Queens, NY
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Sky Capital Group

Sky Capital Group

(19)
  • Patient
  • Policies
  • Meetings
“My family and I have been working with this firm for about 5 years now, sky capital has some very knowledgeable advisers, we use them for all our insurance and investments needs.”
In Business Since 2016
36-50 Main St, Queens, NY
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Plak Funding Group

Plak Funding Group

(4)
Credit Builder, Credit Restoration
“Latrice took the time to go over every detail of my report with me and she assisted me with guidance to remove 12 negative inquires from my credit report.”
Transparent Fees & Pricing
In Business Since 2020
118-35 Queens Blvd Ste 400, Queens, NY
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Champagnie Dawkins Cpa's

Champagnie Dawkins Cpa's

Quickbooks Services, Business Services, Tax Services
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2011
133-33 Brookville Blvd, Queens, NY
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Metropolitan Capital

Metropolitan Capital

(1)
Tax Library, Calculators, Newsletters
“I have found that EVERYONE in this office is Highly Qualified, and so very accommodating but most of all from the receptionist to the consultants- everyone is so personable and I feel confident each and every time I conduct business there.”
Offers Financing Options
In Business Since 2006
194-02 Northern Blvd # Ll2, Queens, NY
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Siegel Joan

Siegel Joan

(4)
“Trust is paramount and Joan has mine.”
CFP, CFP Certified
Accepts All Major Credit Cards
In Business Since 1998
212-45 26th Ave # 5, Queens, NY
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National Debt Law

National Debt Law

(14)
  • Family
  • Company
“During this pandemic this is only less thing I have to worry about they are always on top of things and update you before I need to reach out to them thank you NDL will continue to refer to my friends and families!”
In Business Since 2014
45 15 162nd St Suite 201, Queens, NY
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Samadhan Tax Services

Samadhan Tax Services

(1)
“Recommend this place for tax preparation and any tax related issues.”
In Business Since 2016
169-18 Hillside Avenue 2nd floor, Queens, NY
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Sdcurtis Bookkeeping Service

Sdcurtis Bookkeeping Service

Free Initial Consultation
Family Business
In Business Since 2021
83-43 118th St APT 6O, Queens, NY
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Financial Planner NY

Financial Planner NY

In Business Since 2013
3537 36th St Floor 2, Queens, NY
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Lexden Tax Services

Lexden Tax Services

“You work hard. You deserve a vacation, whether you go with family or friends or go solo. But what happens when your budget starts spiraling out of control? Here are five strategies to keep your dream vacation from turning into a nightmare.”
Accepts All Major Credit Cards
In Business Since 2011
4004 Bell Blvd, Queens, NY
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Imperial Financial Alliance

Imperial Financial Alliance

Real Estate, Business Services, IFG Products
“We provide holistic relationships with the best experts in the insurance, legal, retirement, investment, business, real estate, and other industries to help our clients find and share important connections.”
In Business Since 2018
136-18 39th Ave suite 603, Queens, NY
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C - Life and Partners

C - Life and Partners

“Our leadership team has experience operating businesses in advertising, marketing, business services, manufacturing, distribution, technology, healthcare and Internet.”
Family Business
In Business Since 2019
10-11 Nameoke St Suite 2B, Queens, NY
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Harare Wealth Management

Harare Wealth Management

Tell A Friend
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2015
89-00 170th St #8k, Queens, NY
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My Business Web Space

My Business Web Space

Transparent Fees & Pricing
In Business Since 2008
1965 76th St, Queens, NY
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Premier Accounting

Premier Accounting

(2)
“She has a full bunch of clientes -believe me- plus she has been in business for + 30 years.”
86-12 37th Ave, Queens, NY
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Twin Equities Group

Twin Equities Group

(1)
“He is very knowledgeable, efficient, honest and you can trust him about his services.”
75-21 Broadway 3rd Floor, Queens, NY
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First Payment Solution

First Payment Solution

“First Payment Solution Corp is a registered ISO of Wells Fargo Bank, N.A., Concord, CA.”
In Business Since 2016
13621 Roosevelt Ave #308, Queens, NY
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Emcr Advisors

Emcr Advisors

“As a final step to certification, Certified Financial Planner must agree to abide by a strict code of professional conduct, known as CFP Board's Code of Ethics and Professional Responsibility, that sets forth their ethical responsibilities to the pub...”
In Business Since 1986
91-31 Queens Blvd #308, Queens, NY
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Retirement Planning and Investment Management Services in Queens, NY Cost Estimates

Minimum cost
$1249
Maximum cost
$10615
National Average
$3747
Avg Per Hour Rates
$375
$2498
$6869
Average price range is based on 293 cost profiles
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Average Cost $3747
Minimum cost $1249
Maximum cost $10615
Avg Per Hour Rates $375

Average range $2498 to $6869 is based on 293 cost profiles.

Why these companies made our list

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