Financial Advisors in Jamaica, New York (Queens County)

Frederick Deyeso, CFA, CFP, MSFP
The Art and Science of Financial Success financial filosophy is a fee only financial planning firm based in New York City, that serves clients nationwide. The firm's philosophy is represented by how the firm's principal lives his life, splitting time between New York, California, and his home state of Texas. financial filosophy is able to provide face-to-face service to clients in these areas, and we are happy to service clients across the nation on a remote basis. Whether through remote or face-to-face contact, financial filosophy is committed to the art and science of our clients' success. At financial filosophy, there is a clear commitment to both the art and the science of financial planning. The science of financial planning is the most familiar and commonly known aspect. It’s the dollars and cents, the actuarial tables and historical data, the stock quotes and trend lines that, in the mind of an expert, consolidate into the elements of a financial plan. The art of financial planning is a more subtle thing – a way of looking at the data that includes a subjective, creative, value-infused vision of reaching goals. If the science is the brains, then the art is the soul. You are at the center of the process as a clear pathway is seen through the existing environment that leads you to your goal.... See More

As a financial life planner, I provide holistic financial planning and investment services to create harmony out of financial discord for individuals, couples and families. I help people use their resources in a way that supports their well being.

Secure capital growth , private placement.
Venture capital placement.

Anja Luesink, CFP, MBA
Luesink Stenstrom Financial puts the person first, where as conventional financial advice puts money first. Our success is not measured by performance statistics, but by your success in achieving your goals.
Fee-only firm offering ongoing investment management as well as hourly financial planning services. We don't sell and receive no commisions to give you unbiased customized financial advice. We want to be accessible and do not have minimum fees.
Financial Planning - We provide financial expertise guiding you to achieve your goals successfully. We follow a holistic approach and take a look at your whole financial situation, including cash flow management, risk management, retirement planning , estate planning, your investments and your taxes. However, if you have a specific question, we can also advise you on an hourly-fee basis.
Investment Management - Having your portfolio professionally managed will allow you to concentrate on your other priorities. We identify and implement low-cost long-term strategies to create a well diversified portfolio according to your risk profile that will help you achieve your personal objectives. Even with market fluctuations it will give you peace of mind knowing that your financial affairs are being managed with your goals and best interest in mind. We have no investment minimum and have access to DFA funds.... See More

Cindy Golub, MBA
Fee-only financial planning on an hourly or flat fee basis especially for women. One-time, as needed or ongoing advice.We advise on your entire financial situation or on specific topics such as: budget analysis,college savings, estate planning, insurance review, retirement planning and financial check-ups.We provide objective advice as we are not receiving commissions from selling financial products. We have no account minimums.We offer our services in a personal, confidential manner.... See More

Jeffrey Roberto, CFP, CMFC, MBA
Roberto Wealth Management LLC is a comprehensive financial planning and investment management services firm committed to helping our clients change the way they think about investments and financial planning.
We are an independent Fee-Only personal wealth management firm that is only compensated by the fees our clients pay us, not from sales commissions. Our customized programs are designed to Plan, Protect, and Grow our clients' wealth by delivering an unprecedented level of personalized service and expertise.
Roberto Wealth Management LLC identifies your financial needs and goals through a disciplined analysis of your specific situation. We will help you evaluate your risk tolerance, time horizon, your personal, business and family circumstances, tax implications, and other variables in order to develop a plan.
Please visit our company website at: www.robertowealthmanagementllc.com ... See More

John Belluardo, ChFC, MS
Stewardship offers comprehensive financial planning, specializing in retirement planning and no-load mutual funds. Our proprietary software will create a detailed retirement plan tailored to your specific needs. We have no minimum asset requirements. We work hard to keep your fees low without sacrificing quality. Please visit our web site for more information.... See More

Laura Rotter, BA, CFA, CFP, MBA
True Abundance Advisors is dedicated to understanding each client's unique set of values, challenges and opportunities. I work with clients from all walks of life, with a variety of financial goals. They may be single or married, with or without dependents, saving for their children's education, or for retirement. They may be navigating a life transition, such as birth of their first child, loss of a job, or divorce from a spouse. What unifies them all are their dreams, and the recognition that money is a means to help fund those dreams. We work together to help clarify your goals, and develop an integrated plan so that you may achieve those goals.
Services include: goal exploration and identification; cash flow analysis and management; risk/insurance review and recommendations; portfolio analysis and investment strategy; tax planning; employee benefits review, analysis and selection; college, retirement and estate planning. ... See More

Timothy Clark, BA, MBA
Greystone Wealth Advisors LLC seeks to provide unbiased, low cost financial advisory solutions for its clients. The firm provides sensible and effective wealth management as well as comprehensive financial planning.


The firm's leading principal has over 28 years of financial industry experience. By utilizing primarily low fee index mutual funds encompassing a broad range of core asset classes, we make available to retail investors (individuals, trusts, small businesses, endowments, and others) an institutional quality wealth management program at a fee well below the industry average.

The firm offers the following services to its clients:

Wealth Management

The Wealth Management service brings low cost institutional quality asset management advice to client portfolios of all sizes whether they be an individual starting out, a couple nearing retirement, a business owner with a profit sharing plan, a small endowment, or a trust in need of professional asset management.

Financial Planning
The Financial Planning service offers an individualized approach to the financial needs of our clients. By getting to know our clients very well - their families, their interests, their goals - we strive to present innovative financial solutions in the areas of estate planning, cash flow analysis, insurance review, retirement planning, education funding, business succession strategies, and charitable giving. Independent Full service Fee only SEC Registered Investment Advisory Firm Member Charles Schwab Advisor Network Program Member National Association of Personal Financial Advisers (NAPFA)... See More

Jai Ramsawak, CFP, ChFC, EA, MBA
At the Magis Group, your goals are our priority. We've created a system that allows clients to establish goals and efficiently achieve them.
Once your goals have been established, we create a plan and begin working.
Our process has been proven to work time and time again, and our clients are pleased with their results.... See More

J. Marc Vorchheimer, CFP
Integrated Financial Consulting sells no financial products avoiding any potential conflict of interest. We are client focused and concentrate on what is important to you. Years of experience has proven the first step to a successful financial solution begins with actively listening to a client's concerns. We help you develop concrete personal goals and design a customized plan of action to achieve them. Our integrated approach empowers you to make intelligent financial decisions that are consistent with your personal goals and values. Clients benefit from our expertise in retirement and estate planning, tax planning, investment advice and management, insurance counseling, college planning and career transition coaching. We design wealth building and tax reduction techniques to accelerate your path to financial independence. Our risk management and asset protection strategies help preserve your assets throughout your lifetime and beyond. ... See More

Gerard Barrasso, CFP, CPA/PFS
United Financial Planning Group LLC is an independent, fee only, financial planning and accounting firm. As a result, our compensation comes only from you, meaning you pay no commissions, kickbacks, trailers or hidden fees. Our clients always come first. We are free from conflicts of interest that are common among other firms. We have the freedom to select from the best investment solutions and financial products in the marketplace at the lowest cost. We are not constrained as many firms are, by proprietary investment products or firm specific products. As CFP’s we have taken a fiduciary oath that ensures your interests come first.... See More

Allison Vanaski, CFP

Scott Welikey, CFP, CPA

Kobie Thakar, CFP, MS
Sound financial planning begins with an understanding of your goals, dreams, and challenges. ADV Investment Management and Financial Planning was founded in 1985 by Anthony DeVito with the mission of addressing each client's unique situation. Drawing on past experience as an educator and researcher, Tony develops a broad investment strategy incorporating employer-sponsored retirement accounts to help his clients realize their life goals. Kobie Thakar has worked with Tony for nearly 10 years with a focus on creating financial plans, and then assisting with implementing and adjusting those plans as life brings new challenges. It is important to both Tony and Kobie that clients have a thorough understanding of how they can achieve their financial goals.
Tony and Kobie are fiduciaries, which means that at all times they put your interests ahead of their own. Strictly fee-only, there are no commissions, hidden fees, external incentives or bonuses for recommending specific products. Your situation and comfort level are the basis for any recommendation.
Tony is typically compensated for on-going investment management by a percentage of assets under management. If you prefer, Tony may also work on a project basis, in which case the hourly fee and total number of hours to be spent are agreed in advance. Kobie typically works to develop financial plans on a project basis, in which case the fee is agreed in advance.

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