The Best Benefits of estate planning in Latham, New York
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Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP
● ClosedWelcome to Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP, your trusted legal partner in Southampton, New York. Conveniently located at 200 North Sea Road, our esteemed law firm has proudly served the community with dedication and integrity for many years. Our team of highly skilled attorneys is committed to providing expert legal counsel across a wide range of practice areas, including real estate, estate planning, business law, litigation, and more. We understand the unique needs of our clients and strive to deliver personalized solutions that achieve the best possible outcomes. At Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP, we prioritize building lasting relationships based on trust and transparency. Whether you are seeking advice for personal matters or complex business issues, our knowledgeable and compassionate team is here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.
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Meier Law Firm, PLLC
● ClosedThe Meier Law Firm, PLLC is a reputable institution located at 10 Utica Avenue in Latham, New York, United States. Specializing in estate planning and real estate law, our team of dedicated lawyers can assist you with wills, trusts, power of attorney, guardianship, and more. With a focus on attention to detail and client satisfaction, we provide thorough and reputable legal assistance to help you achieve your desired results. Our team, led by Christina Meier, is known for their care, compassion, and legal expertise in handling complex legal matters with professionalism and sensitivity. Whether you are planning for the future or need assistance with a legal matter, the Meier Law Firm is here to help. Contact us today to get started and experience the practical and honest legal services we provide for your family. We also offer discounts for active-duty military personnel, veterans, firefighters, police officers, and paramedics/EMTs as a token of our appreciation. At The Meier Law Firm, PLLC, it's not just business; it is personal.
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New York Life Insurance
● ClosedNew York Life Insurance is a reputable finance and insurance agency located at 26 Century Hill Drive in Latham, New York. With a strong presence in the United States, this institution offers a wide range of insurance products and financial services to meet the diverse needs of its clients. Known for its reliability and customer-centric approach, New York Life Insurance is committed to providing quality coverage and personalized solutions to help individuals and families protect their assets and achieve their financial goals. Whether you are looking for life insurance, retirement planning, or investment options, you can trust New York Life Insurance to provide expert guidance and support every step of the way.
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Wealth Strategies Group
● ClosedWealth Strategies Group is a leading insurance agency located in Latham, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for life, health, or property insurance, we are here to help you protect what matters most. With a focus on personalized service and attention to detail, we strive to build long-lasting relationships with our clients and ensure their financial security. Contact us today to learn more about how Wealth Strategies Group can help you achieve your insurance goals.
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 26 Century Hill Drive in Latham, New York, United States. The branch offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs. In addition to wealth planning advice, the branch also offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create long-term financial strategies.
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Retirement Solutions, LLC
● OpenRetirement Solutions, LLC is a finance institution located at 3 Lear Jet Lane in Latham, New York, United States. We specialize in providing comprehensive retirement planning services to help individuals achieve their financial goals for their golden years. Our team of experienced professionals offers personalized advice and solutions to help clients navigate the complexities of retirement planning. Whether you are just starting to save for retirement or are nearing the end of your career, Retirement Solutions, LLC is here to help you secure a comfortable and worry-free future.
3 Lear Jet Ln #201, Latham, NY 12110, United States -
James Fowler - TIAA Financial Consultant
● OpenJames Fowler - TIAA Financial Consultant is a leading financial institution located at 30 Century Hill Drive in Latham, New York, United States. As a trusted TIAA financial consultant, we provide expert advice and personalized financial planning services to help our clients achieve their financial goals. With a focus on integrity, professionalism, and customer satisfaction, our team of experienced consultants is dedicated to providing top-notch financial guidance and support. Whether you are planning for retirement, investing for the future, or seeking wealth management solutions, James Fowler - TIAA Financial Consultant is here to help you navigate the complex world of finance with confidence and peace of mind.
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Merrill Lynch Financial Advisor Jonathan H Tellstone
● ClosedMerrill Lynch Financial Advisor Jonathan H Tellstone is a reputable finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Senior Resident Director - Wealth Management Advisor focuses on understanding your goals and priorities, helping you pursue what matters most to you. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. The Merrill Personal Wealth Analysis™ helps in building a personalized plan centered on your aspirations. The institution believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve your goals. With a focus on understanding you and what matters most, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Whether it's retirement planning, education funding, or wealth transfer, the team is committed to helping you achieve financial success.
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