Financial Advisors in Queens

I started working with Francis Financial toward the end of last year and it was because I was exiting the corporate world and I needed to organize my 401ks, savings, and various investment accounts. I had met Stacy Francis at a 5am fitness boot camp years ago, and it was her fierce demeanor in fitness that first put her on my radar. But after getting to know her and learning what a principled person she is, I felt comfortable hiring Francis Financial as my financial advisor. They are a one-stop-shop - they manage my investments, they connected me to a resource to set-up a trust, find health insurance, set up an LLC, and they’ve. given me guidance on liability insurance, and have connections to resources for any financial need I have. They also work closely with my other professionals, like my accountant, so we all make sure my finances are smartly managed. Anytime I need funds for whatever reason - like the new business I am starting - they find the best source from which to withdraw those funds. The most important thing that I value is the TRUST that I have in them. They are transparent and have shown me that I can trust their judgement and I know they are managing my money with a balanced approach and my best interests in mind. I sleep better at night knowing that they are proactively managing my investments. I 1000% recommend Francis Financial if you need a financial advisor.

Highly Recommended Tax Service Harness has made the tax process straightforward and stress-free. They send an email reminder well in advance, which makes it easy to prepare for tax time. Submitting documents is simple: just scan and upload them to their website, and within a few days they complete the return and send an update. The team is also easy to reach when questions come up, and they respond to emails quickly. Overall, I am very satisfied with Harness and would highly recommend their service.

The Wealthspire team is an outstanding group of financial professionals who provide expert advice and service to their clients. They truly work to achieve their clients’ objectives by listening closely to their goals and tolerance for risk. They do not arbitrarily push proprietary products…..they devise a strategic portfolio based on their client’s financial position and investment time horizon, and communicate closely and expertly on a continuous basis. I highly recommend Wealthspire!

I cannot recommend Drucker Wealth--as both a financial advisor, and a tax advisor/preparer--enough. Their financial and tax teams have been lifesavers for my wife and me over the past year and a half. We have both changed jobs multiple times, come into various sources of income, and are expecting our first child next month. Drucker Wealth's financial and tax wings have guided us throughout all of these significant and complicated life changes. Everyone on their team is incredibly responsive, and also super patient with us as well (I am not financially savvy and have asked many dumb questions throughout this time). All of this to say, you cannot go wrong with the DW team!

The most incredible financial team.