TOP 10 Business succession plan in setauket east setauket in New York
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Southard Estate Planning
Welcome to Southard Estate Planning, your trusted partner in securing your family's future. Conveniently located at 175 Main Street, Setauket-East Setauket, New York, we specialize in providing comprehensive estate planning services tailored to meet your unique needs. Our experienced team is dedicated to guiding you through every step of the estate planning process, ensuring that your assets are protected and your wishes are honored. Whether you're looking to draft a will, establish a trust, or navigate the complexities of probate, Southard Estate Planning is here to offer expert advice and personalized solutions. Visit us today to learn how we can help you achieve peace of mind for you and your loved ones.
RVPII Consulting, Inc.
RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.
Obsidian Financial Consultants Inc.
Obsidian Financial Consultants Inc. is a leading financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. With a team of experienced and knowledgeable financial experts, we offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you make the most of your finances.
Branch Financial Services, Inc
Branch Financial Services, Inc is a finance institution located at 21 Bennetts Road in Setauket- East Setauket, New York, United States. We offer a range of financial services including securities and advisory services through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Additionally, we are a Registered Investment Advisor offering advisory services. Our team of licensed professionals can provide brokerage services, investment advisory services, or a combination of both. We are licensed to sell insurance products in multiple states and registered to sell securities in various states as well. Visit our website to watch interesting videos and learn more about our services.
Rothbell & Fountain, Attorneys
Rothbell & Fountain, Attorneys is a reputable law firm located at 6 Split Rail Lane in Setauket- East Setauket, New York. Our experienced team of attorneys is dedicated to providing top-notch legal services in various practice areas including personal injury, family law, real estate, and estate planning. With a commitment to excellence and a track record of successful outcomes for our clients, Rothbell & Fountain, Attorneys is a trusted choice for all your legal needs. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the legal system.
Linda M Toga Pc Law Offices
Linda M Toga Pc Law Offices is a reputable law firm located at 175 Main Street in Setauket- East Setauket, New York. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, Linda M Toga Pc Law Offices is dedicated to serving the legal needs of individuals and businesses in the United States.
Pro Insurance Agency, Inc
Pro Insurance Agency, Inc. is a health and insurance agency located at 21 Bennetts Road, Setauket- East Setauket, New York, United States. We offer a full range of insurance products and risk advisement consulting services to individuals and businesses of all sizes. Licensed in multiple states including New York, New Jersey, Connecticut, and more, we can assist with personal and commercial insurance needs regardless of location. Our mission is to provide each client with the ideal combination of insurance products and risk management strategies tailored to their individual needs. Unlike larger agencies, we prioritize personalized service and ensure that every client receives guidance from a licensed insurance agent. With years of experience in the industry, we have valuable insights to help clients achieve success beyond just purchasing insurance policies. Our team consists of licensed professionals who are dedicated to understanding and meeting the unique insurance needs of each client. Whether you are a new business or an established one, we can help you develop an affordable risk management strategy that evolves with your business. We specialize in serving clients in the construction, real estate, hospitality, and auto insurance industries, offering tailored solutions to protect your business. Additionally, we provide guidance on group benefits, home insurance, and life insurance, ensuring that you and your loved ones are properly protected. Working with a licensed independent agent at Pro Insurance Agency costs you nothing and ensures that you receive quality insurance products from the top insurance companies in the U.S. Trust us to help you get the best coverage for your insurance dollar since 1996.
Julie Welischar
Julie Welischar is a reputable doctor's office located at 200 Main Street in Setauket- East Setauket, New York, United States. Specializing in providing high-quality healthcare services, Julie Welischar offers a range of medical treatments and services to patients in the local community. With a dedicated team of healthcare professionals, patients can expect personalized care and attention to address their individual needs. Whether seeking routine check-ups, specialized treatments, or preventive care, Julie Welischar is committed to promoting the health and well-being of all patients.
Burner Prudenti Law, P.C.
Burner Prudenti Law, P.C. is a premier law firm located at 45 West 34th Street in New York, New York, United States. For over 25 years, our experienced attorneys have been dedicated to serving clients in Manhattan and Long Island in various legal areas including Estate Planning, Elder Law, Real Estate, Medicaid, Business Succession, Probate and Estate Administration, and Guardianship proceedings. At Burner Prudenti Law, P.C., we believe in treating every client as our only client, providing personalized and innovative solutions to estates of all sizes. Please note that there is a one-time consultation fee for first-time clients, which will be applied to any legal work you hire us to complete.
Legakis & Vetere
Legakis & Vetere is a reputable law firm located in Setauket-East Setauket, New York. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to individuals and businesses in the area. Whether you are facing a personal injury case, need assistance with real estate transactions, or require help with estate planning, Legakis & Vetere is committed to providing top-notch legal representation. Their attention to detail, personalized approach, and commitment to achieving the best possible outcome for their clients set them apart from other law firms in the area. Contact Legakis & Vetere today for all your legal needs.
The Law Office of Christine Thea Rubinstein and Associates
Welcome to The Law Office of Christine Thea Rubinstein and Associates, your trusted legal partner located in the heart of Setauket-East Setauket, New York. Situated at 203 Main Street, our firm is dedicated to providing exceptional legal services tailored to meet the diverse needs of our clients. At The Law Office of Christine Thea Rubinstein and Associates, we understand that navigating the legal landscape can be challenging. Our team of experienced attorneys is committed to offering personalized and comprehensive legal solutions across a wide range of practice areas. Whether you require assistance with estate planning, family law, real estate transactions, or business law, we are here to guide you every step of the way.
La Vita Ronald J
Welcome to La Vita Ronald J, your trusted legal partner located in the heart of Setauket-East Setauket, New York. Situated at 194 Main Street, our law firm is dedicated to providing exceptional legal services to the community and beyond. With a focus on personalized attention and expert guidance, La Vita Ronald J specializes in a wide range of legal areas to meet your individual needs. Whether you are seeking assistance with family law, real estate transactions, estate planning, or any other legal matter, our experienced team is here to help you navigate the complexities of the legal system with confidence and ease. We pride ourselves on building strong relationships with our clients, ensuring that each case is handled with the utmost care and professionalism.
Anthony W. Mercep, Esq.
Anthony W. Mercep, Esq. - Your Trusted Legal Partner in Setauket-East Setauket, NY Welcome to the law office of Anthony W. Mercep, Esq., where personalized legal services meet unwavering commitment to client success. Conveniently located at 57 North Country Road, Setauket-East Setauket, New York, we pride ourselves on serving the community with integrity and professionalism.
Rehn George CPA
Welcome to Rehn George CPA, your trusted partner in accounting and finance. Conveniently located at 286 Main Street, Setauket-East Setauket, New York, we are dedicated to providing top-notch financial services to individuals and businesses in our community. With years of experience and a commitment to excellence, our team of certified professionals is here to help you navigate the complexities of financial management. At Rehn George CPA, we offer a comprehensive range of services tailored to meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, our experts are ready to provide personalized solutions that drive success. We pride ourselves on our attention to detail, integrity, and the ability to deliver results that exceed expectations.
Albanese & Company, CPAs
Welcome to Albanese & Company, CPAs, your trusted partner in accounting and financial services located in the heart of Setauket-East Setauket, New York. Situated at 348 Main Street, our firm is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses alike. At Albanese & Company, CPAs, we understand that navigating the complexities of financial management can be daunting. Our team of experienced and knowledgeable certified public accountants is here to guide you every step of the way. We offer a wide range of services, including tax preparation and planning, bookkeeping, auditing, and financial consulting, all tailored to meet your unique needs and goals.
Ledger Group
Welcome to Ledger Group, your trusted partner in accounting and finance located at 18 Poet Lane, Setauket-East Setauket, New York. At Ledger Group, we are committed to providing personalized and professional financial services tailored to meet the unique needs of our clients. Our team of experienced accountants and financial experts is dedicated to helping individuals and businesses achieve their financial goals with precision and integrity. Whether you're looking for comprehensive bookkeeping, tax preparation, financial planning, or business consulting, Ledger Group offers a wide range of services designed to ensure your financial success. We pride ourselves on our attention to detail, timely service, and the ability to simplify complex financial matters, allowing you to focus on what truly matters.
Gold Coast Bank
Welcome to Gold Coast Bank, your trusted partner in financial services, conveniently located at 690 New York 25A, Setauket-East Setauket, New York. As a premier community bank, we are committed to providing exceptional banking solutions tailored to meet your personal and business financial needs. Our comprehensive range of services includes personal and business banking, loans, and investment opportunities, along with the convenience of our state-of-the-art ATMs for quick and easy transactions. At Gold Coast Bank, we pride ourselves on our personalized customer service, ensuring that every client receives the attention and expertise they deserve.
Bank of America Financial Center
Welcome to the Bank of America Financial Center located at 15 Bennetts Road, Setauket-East Setauket, New York. As a leading provider in the banking and finance industry, we are committed to delivering exceptional financial services tailored to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to guide you every step of the way. Our state-of-the-art facility offers a wide range of services, including personal and business banking, wealth management, and financial planning. Visit us today and experience the convenience and expertise that Bank of America is renowned for. Your financial success is our priority.
Finance Manager
Welcome to Finance Manager, your trusted partner in financial planning and management, conveniently located at 45 Research Way, Setauket-East Setauket, New York. At Finance Manager, we are dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. Our experienced team of financial experts offers a comprehensive range of services, including personalized financial planning, investment strategies, tax preparation, and retirement planning. We pride ourselves on delivering tailored solutions that are designed to meet the unique needs of each client, ensuring a secure and prosperous financial future. Visit us today and discover how Finance Manager can guide you on your path to financial success.
George F Diffendale, Financial Professional - New York Life
Welcome to George F. Diffendale, Financial Professional - New York Life, your trusted partner in financial planning and insurance services. Conveniently located at 4 Technology Drive, Setauket-East Setauket, New York, we are committed to helping individuals and families achieve their financial goals and secure their future. With years of experience in the finance and insurance industry, George F. Diffendale offers personalized solutions tailored to meet your unique needs. Whether you're planning for retirement, seeking life insurance options, or looking to protect your assets, we provide expert guidance and comprehensive strategies to help you make informed decisions.
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