The 7 Best Financial Consultants in Queens

Finding the right financial consultant can be a game-changer for your financial health. Whether you’re planning for retirement, managing investments, or strategizing for taxes, the expertise of a qualified consultant is invaluable. In a bustling area like Queens, selecting the best fit for your needs is crucial. Our guide, “The 7 Best Financial Consultants in Queens,” will navigate you through top choices, helping you make informed decisions.

When considering a financial consultant, it’s important to understand the range of services they can offer. Here’s a list of services you might find useful:

Investment Management – Guidance on how to diversify and grow your portfolio.
Retirement Planning – Strategies to secure a comfortable and financially stable future.
Tax Planning – Expert advice to minimize tax liabilities and maximize returns.
Estate Planning – Assistance with wills, trusts, and managing your estate.
Risk Management – Identifying and mitigating financial risks.
Budgeting and Saving – Creating effective plans to manage expenses and boost savings.

When choosing a financial consultant in Queens, consider these aspects:

Experience and Qualifications – Ensure they have relevant certifications and a proven track record.
Fee Structure – Understand whether they charge a flat fee, hourly rate, or a percentage of assets managed. Prices can vary, so it’s crucial to find a structure that suits your budget.
Reputation and Reviews – Look for testimonials or reviews from previous clients to gauge their reliability and effectiveness.
Communication Style – Choose someone who communicates clearly and aligns with your financial goals and values.

Explore our guide to discover the 7 best options available, ensuring your financial journey is in capable hands.

1. Bank of America
2. Bankers Conseco Life Insurance Company
3. Webster Investments

4. Bank of America
5. Bank of America
6. Ridgewood Savings Bank
7. Miles Above Brokerage

Number of companies

721

Verified reviews

3,83

Average rating

(347)6650952

1. Bank of America

★ ★ ★ ★ ★ 2,1/5

3741 82nd St, 11372, Jackson Heights

Financial planner
Financial consultant
Bank

Why we chose them

Bank of America Financial Center is a key player in the Jackson Heights, NY community, offering a comprehensive range of financial services. This center is dedicated to providing personalized financial guidance, supported by a team of experienced professionals. Customers can benefit from the expertise of financial planners and consultants, helping them navigate various stages of their financial journeys. The center is designed to cater to diverse needs, from managing personal finances to planning for future investments and business growth.

In addition to in-person consultations, the center offers convenient banking solutions through its mobile and online platforms. These platforms provide features such as customizable alerts, mobile check deposits, and cardless ATM transactions, all secured by industry-leading security measures. The center also emphasizes accessibility, offering services in multiple languages to cater to the diverse Jackson Heights community. With its commitment to supporting local businesses and residents, this financial center is a vital resource for achieving financial stability and growth.

(516)3343102

2. Bankers Conseco Life Insurance Company

★ ★ ★ ★ ★ 4,5/5

133-33 Brookville Blvd Ste 305, 11422, Rosedale

Insurance agency
Financial planner
Health insurance agency
Life insurance agency

Why we chose them

Bankers Conseco Life Insurance Company has a rich history dating back to 1879, providing a comprehensive range of life and health insurance products tailored for Americans approaching or in retirement. With over 200 offices nationwide, the company boasts a network of more than 3,800 insurance agents who are deeply embedded in their communities. These professionals, including those at the local Rosedale, NY office, prioritize understanding their clients’ unique needs and values, helping them achieve a financially secure retirement. This personalized approach has earned the trust of 1.3 million customers who rely on the company to safeguard their financial futures.

The company offers an extensive suite of services as an insurance agency, financial planner, health insurance agency, and life insurance agency. Their expertise encompasses life insurance, Medicare supplement insurance, long-term care insurance, annuities, and supplemental health insurance, ensuring clients have access to tailored solutions for lasting retirement security. As part of CNO Financial Group, Inc., the company is committed to providing insurance solutions that protect the health and retirement needs of working Americans and retirees, making it a distinguished choice for inclusion in our directory.

(718)2246128

3. Webster Investments

★ ★ ★ ★ ★ 5,0/5

46-08 Francis Lewis Blvd, 11361, Bayside

Financial planner
Financial advisor
Investment service
Life insurance agency

Why we chose them

Steven Silber, CFP, CLTC is a distinguished financial planning firm dedicated to guiding clients through a comprehensive and personalized financial journey. Specializing in services such as financial planning, investment advising, and life insurance, the firm prides itself on a client-centric approach that simplifies the complexities of financial management. With a focus on understanding each client’s unique vision and goals, they create customized plans that empower individuals to take control of their financial futures. The firm’s commitment to the fiduciary standard ensures that clients receive advice aligned with their best interests, fostering trust and confidence in every financial decision.

The firm’s offerings include a wide range of services designed to cater to diverse financial needs, from retirement and legacy planning to wealth and asset management. Their disciplined approach to investment selection is rooted in a non-emotional strategy, ensuring that clients’ assets are managed with care and precision. Additionally, they provide expertise in protection planning, helping clients identify potential gaps in life, disability, and long-term care insurance. By offering a one-stop resource for all financial matters, the firm enables clients to focus on life’s priorities while feeling secure in their financial path.

(718)4975511

4. Bank of America

★ ★ ★ ★ ★ 2,5/5

5901 Myrtle Ave, 11385, Ridgewood

Financial consultant
Bank
Financial planner

Why we chose them

Bank of America in Ridgewood, NY, offers a comprehensive range of financial services tailored to meet the diverse needs of its clients. This location focuses on providing personalized financial guidance through a team of experienced professionals. Customers can access services such as financial consulting, banking, and financial planning, all conveniently housed under one roof. The branch is designed to support individuals at various stages of their financial journey, whether they are planning for large purchases, managing personal accounts, or seeking advice on business growth.

Equipped with a walk-up ATM, the Ridgewood branch enhances accessibility for on-the-go banking needs. The ATM supports multiple languages, including English, Spanish, and Chinese, ensuring a user-friendly experience for a diverse clientele. Additionally, the facility offers advanced digital banking solutions like the Bank of America Mobile Banking app, which allows users to manage accounts, deposit checks, and track financial goals securely. With a focus on community support and economic mobility, this branch exemplifies the company’s commitment to delivering robust financial solutions and educational resources to its clients.

(718)5250383

5. Bank of America

★ ★ ★ ★ ★ 3,1/5

20502 Linden Blvd, 11412, St. Albans

Financial planner
Financial consultant
Bank

Why we chose them

Bank of America is a key financial institution serving the Saint Albans, NY community, offering a comprehensive range of services tailored to meet diverse financial needs. With a convenient drive-thru ATM and a team of experienced professionals, the bank provides personalized financial guidance to help clients navigate their financial journeys. The location is designed to support various financial activities, from everyday banking to more complex financial planning, ensuring that clients can access the support they need at every stage of their financial life.

Customers can take advantage of the bank’s robust mobile and online banking services, which offer features such as customizable alerts, mobile check deposits, and secure access via fingerprint or Face ID. Additionally, the financial center provides a wide array of services, including financial planning, consulting, and business support, all designed to empower clients to make informed financial decisions. Whether it’s saving for a large purchase, planning for retirement, or growing a business, the bank’s specialists are ready to offer the advice and guidance necessary to achieve financial goals.

(718)2745400

6. Ridgewood Savings Bank

★ ★ ★ ★ ★ 4,6/5

43-14 Ditmars Blvd, 11105, Astoria

Financial planner
ATM
Business banking service
Business to business service
Bank
Loan agency
Mortgage lender

Why we chose them

Ridgewood Savings Bank stands out as a comprehensive financial institution dedicated to serving both individuals and businesses. Offering a wide array of services, the bank provides essential financial solutions such as financial planning, business banking, and mortgage lending. Their commitment to customer satisfaction is evident through their personalized financial guidance and the availability of knowledgeable mortgage consultants. The bank ensures clients have access to competitive checking and savings accounts, designed to help customers manage and grow their wealth effectively.

In addition to their core banking services, the bank also supports businesses with powerful tools and solutions to facilitate growth. They offer a variety of loan options, from affordable mortgages to personal and student loans, accommodating different financial needs. The bank’s partnership with Osaic Institutions, Inc., allows them to offer investment and insurance products, providing comprehensive financial services under one roof. With a highly rated mobile banking platform and an emphasis on digital solutions, the bank is committed to staying ahead in a rapidly evolving financial landscape.

(609)2322683

7. Miles Above Brokerage

★ ★ ★ ★ ★ 5,0/5

149-05 79th Ave, 11367, Flushing

Financial consultant

Why we chose them

Miles Above Brokerage stands out in the financial consulting industry for its exceptional commitment to helping clients navigate complex financial landscapes. Their team of seasoned experts provides personalized strategies, ensuring that each client’s unique financial goals are met with precision and care. Known for their innovative approach, they have become a trusted partner for those seeking to optimize their financial futures.

Chosen for our directory due to their outstanding reputation, financial consultant services at Miles Above Brokerage are tailored to address a wide range of financial needs. Whether it’s investment planning, risk management, or wealth preservation, they deliver solutions that are both strategic and impactful. Their dedication to excellence and client satisfaction makes them a leading choice for individuals and businesses alike.

FAQs

What services do financial consultants in Queens offer?

Financial consultants in Queens typically offer services such as investment management, retirement planning, tax optimization, estate planning, and financial risk assessment.

How much do financial consulting services cost in Queens?

The cost of financial consulting services in Queens can range from €100 to €300 per hour, depending on the consultant's experience and the complexity of services required.

How long does it take to see results from working with a financial consultant?

The timeline for seeing results can vary based on individual goals and strategies, but clients often begin to see positive changes in their financial situation within six months to a year.

What should I consider when choosing a financial consultant in Queens?

When choosing a financial consultant, consider their credentials, experience, areas of expertise, client testimonials, and whether they are a fiduciary, meaning they are legally obligated to act in your best interest.

Are financial consultants in Queens regulated by any professional body?

Yes, financial consultants in Queens are typically regulated by bodies such as the Certified Financial Planner Board of Standards and the Financial Industry Regulatory Authority (FINRA).

Can financial consultants help with debt management?

Yes, many financial consultants offer debt management services, helping clients consolidate debt, negotiate with creditors, and create a plan to pay down their obligations efficiently.

Is it necessary to have a lot of money to hire a financial consultant?

No, financial consultants work with clients of various financial backgrounds. They can help individuals manage their current assets better, no matter the size.

How often should I meet with my financial consultant?

The frequency of meetings can depend on your financial goals and situation, but typically clients meet with their financial consultant quarterly to review their progress and make necessary adjustments.