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TOP 30 Asset protection strategies in New City, NY
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Search for local businesses, places and services near you
Helen Minieri Stacy CFP® - UBS Financial Services Inc.
Welcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.
The Luss Group Inc
Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.
Chelsea Traub
Welcome to Chelsea Traub, a premier financial services firm located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, we specialize in providing tailored wealth management solutions designed to meet the unique needs of our clients at every stage of their financial journey. Our commitment is to help you preserve and enhance your wealth through personalized services and strategies that simplify your life and expand your opportunities. Our dedication to excellence has earned us a spot on the Forbes Best-In-State Wealth Management Teams list for 2024. We are grateful to Forbes, our clients, and our colleagues for this recognition and look forward to another year of outstanding service.
James Covell - RBC Wealth Management Financial Advisor
Welcome to James Covell - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a distinguished team within the RBC Wealth Management family, we pride ourselves on delivering customized wealth management solutions tailored to each stage of our clients' lives. Our mission is to preserve and enhance your wealth through personalized services, expert insights, and world-class capabilities that help you expand your opportunities and simplify your life. Our commitment to excellence has earned us recognition on the Forbes Best-In-State Wealth Management Teams list for 2024, reflecting the trust and satisfaction of our valued clients. We extend our gratitude to Forbes, our clients, and colleagues for their continued support and look forward to another successful year of service.
Robert W Urban - Financial Consultant, Ameriprise Financial Services, LLC
Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.
Probate Kings County
Probate Kings County: Your Trusted Partner in Estate Management Welcome to Probate Kings County, a dedicated local government office located at 1110 Pennsylvania Avenue, Brooklyn, New York 11207. We specialize in providing comprehensive probate law services to the residents of Kings County, New York. With extensive experience in handling estates, whether testate or intestate, our team is committed to delivering practical advice and solutions tailored to meet your legal and business objectives efficiently and cost-effectively.
Sanford Snyder - Prudential Financial
Welcome to Sanford Snyder - Prudential Financial, your trusted partner in financial planning and insurance solutions located at 600 French Road, New Hartford, New York. Our dedicated team is committed to helping you achieve financial security and peace of mind through personalized strategies tailored to your unique needs. At Sanford Snyder - Prudential Financial, we offer a comprehensive range of services, including life insurance, retirement planning, investment management, and more. With years of experience and a client-focused approach, we strive to provide exceptional service and expert guidance to help you make informed financial decisions.
Soundview Insurance Agency
Welcome to Soundview Insurance Agency, your trusted partner in safeguarding what matters most to you. Conveniently located at 1 Clinton Plaza Drive in the heart of Oneonta, New York, we are dedicated to providing personalized insurance solutions tailored to meet your unique needs. At Soundview Insurance Agency, we understand that navigating the world of insurance can be complex and overwhelming. That's why our team of experienced professionals is committed to offering clear, comprehensive guidance to ensure you have the right coverage in place. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of products from leading insurers to protect your assets and provide peace of mind.
MISRA Capital
Welcome to MISRA Capital, your trusted partner in real estate investing, located at 1711 Cudaback Avenue, Niagara Falls, New York. As a premier real estate agency and private equity investment firm, we specialize in providing sophisticated, accredited investors with unique opportunities to invest in institutional-quality, recession-resistant real estate assets. Our focus is on generating passive cash-flow income through multifamily apartments and other real estate strategies, ensuring a high degree of principal protection and attractive equity multiples. At MISRA Capital, our mission is to build generational wealth, generate passive cashflow income, and achieve financial security for our investors. AJay, our experienced and passionate serial real estate investor, leads the firm with over 25 years of expertise in the USA and Canada. With a proven track record in managing multi-family apartment deals and other real estate investments valued at over $400 million, AJay brings a wealth of knowledge and experience to our clients.
Howard Hanna Amherst/Clarence
Welcome to Howard Hanna Amherst/Clarence, your trusted partner in real estate, finance, and insurance services, conveniently located at 6000 Sheridan Drive, Williamsville, New York. As a leading agency in the region, we are committed to providing exceptional service and expertise to meet all your property and financial needs. Whether you're buying, selling, or renting a home, our experienced real estate professionals are here to guide you every step of the way. Additionally, our comprehensive insurance solutions ensure that your assets are protected, giving you peace of mind. At Howard Hanna Amherst/Clarence, we pride ourselves on our personalized approach, tailored strategies, and a deep understanding of the local market. Visit us today to discover how we can help you achieve your goals with confidence and ease.
Gayle Marriner-Smith - Daniel Gale Sotheby's International Real Estate Agent
Welcome to the world of exceptional real estate with Gayle Marriner-Smith, a distinguished agent at Daniel Gale Sotheby's International Realty, located at 28080 Main Road, Cutchogue, New York. As an award-winning multimedia marketing and communications specialist, Gayle brings unparalleled expertise to North Fork's real estate market. Since joining Daniel Gale Sotheby’s in 2017 as the North Fork Masterpiece Collection Ambassador, she has been dedicated to showcasing premier properties to a global audience. Gayle's innovative approach to custom marketing strategies, combined with her staging expertise and Feng Shui certification, empowers sellers to enhance their property's value and appeal across all price tiers. As a Certified Buyer Representative and a passionate advocate for North Fork, she offers invaluable insights to buyers, drawing from her deep roots as a Fourth Generation North Fork Summer Person.
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