TOP 30 Business succession planning in New York City, New York

Welcome to Coleridge Consultants, led by the esteemed Richard J. Egger, where your financial future is our top priority. Conveniently located at 775 Park Avenue in the heart of Huntington, New York, we specialize in providing personalized financial consulting services tailored to meet the unique needs of each client. Our expert team is dedicated to guiding you through the complexities of financial planning, investment strategies, and wealth management with integrity and professionalism. Whether you're an individual seeking to secure your financial future or a business aiming to optimize financial performance, Coleridge Consultants is here to offer insightful advice and innovative solutions. Trust us to be your partners in achieving financial success and confidence. Visit us today to discover how we can help you navigate your financial journey with clarity and precision.

Welcome to American Franchise Specialist, your trusted insurance agency located in the heart of Huntington Station, New York. Situated at 326 Walt Whitman Road, we are dedicated to providing personalized insurance solutions that cater to the unique needs of franchise owners and businesses across the United States. At American Franchise Specialist, we understand the intricacies and challenges of managing a franchise. Our experienced team of insurance professionals is committed to helping you protect your investment with comprehensive coverage options tailored specifically for franchise operations. Whether you're opening a new franchise or looking to optimize your existing insurance plan, we offer expert guidance and support every step of the way.

Welcome to Capital Solutions Group, your trusted partner in financial success, conveniently located at 273 Walt Whitman Road Suite, Huntington Station, New York. At Capital Solutions Group, we specialize in providing tailored financial services designed to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to guiding you through the complexities of the financial world with clarity and precision. Whether you're seeking investment advice, financial planning, or business financing solutions, we are here to help you achieve your financial goals. Our comprehensive range of services includes wealth management, retirement planning, risk assessment, and more. We pride ourselves on our personalized approach, ensuring that every client receives the attention and expertise they deserve.

Welcome to Atlantic Coast Bank, your trusted partner in financial services located conveniently at 900 Walt Whitman Road, Melville, New York. As a leading institution in the banking and finance industry, we are dedicated to providing exceptional service and a wide range of financial solutions to meet your unique needs. At Atlantic Coast Bank, we offer comprehensive banking services including personal and business accounts, loans, mortgages, and investment opportunities. Our state-of-the-art ATMs ensure you have 24/7 access to your funds, providing convenience and peace of mind. Whether you're looking to manage your daily finances, plan for the future, or grow your business, our team of experienced professionals is here to guide you every step of the way.

Welcome to Douglas Johnson, your trusted partner in financial services, conveniently located at 324 South Service Road, Melville, New York. At Douglas Johnson, we are dedicated to providing expert financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment management, and wealth preservation. Whether you're looking to secure your financial future, grow your investments, or navigate the intricacies of financial markets, Douglas Johnson offers personalized strategies to help you achieve your goals. Visit us today and discover how we can make a difference in your financial journey.

Welcome to Valley Bank, your trusted financial partner located at 580 East Jericho Turnpike, Huntington Station, New York. At Valley Bank, we are dedicated to providing exceptional banking services tailored to meet the diverse financial needs of our community. As a full-service bank, we offer a comprehensive range of financial solutions including personal and business banking, loans, mortgages, and investment services. Our state-of-the-art ATM services ensure convenient and secure access to your funds anytime you need. With a commitment to customer service excellence, our knowledgeable team is here to assist you in achieving your financial goals. Visit Valley Bank today and experience the difference of a locally-focused financial institution that prioritizes your success.

Welcome to The Federal Savings Bank, your trusted partner in financial success, conveniently located at 395 North Service Road, Melville, New York. As a leading financial institution, we are dedicated to providing personalized banking solutions and exceptional customer service to meet your unique financial needs. Whether you're looking to open a savings account, secure a mortgage, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on fostering long-lasting relationships with our clients, built on trust, integrity, and transparency. Visit us today and discover how The Federal Savings Bank can help you achieve your financial goals with confidence.

Welcome to Susan Wiener Enterprises, LLC, your trusted partner in navigating the complex world of insurance and benefits solutions. Located at 115 Broadhollow Road, Melville, New York, we are a dedicated brokerage firm specializing in offering comprehensive health and wellness benefits to businesses of all sizes. Whether you're a large corporation or a small family-owned business, we provide access to an extensive network of regional and national medical plans, statutory DBL/PFL, life insurance, and a range of other ancillary benefits. With over 30 years of industry experience, our team is adept at crafting customized solutions that maximize tax savings, ensure compliance, and provide income supplements. We also offer expert guidance on riders that can significantly reduce out-of-pocket expenses for you and your employees.

Welcome to Teachers Federal Credit Union, located at 278 Rocky Point Landing Road, Rocky Point, New York. We are more than just a financial institution; we are a community partner dedicated to helping you achieve your financial goals. With our industry-best savings solutions, you can earn 16 times the national average with our Smart Checking accounts, ensuring your money works hard for you. Our comprehensive financial services include competitive credit card rates tailored to meet your needs, as well as mortgage solutions for new home buyers and those looking to leverage their home equity. At Teachers, we believe in empowering our members with smart savings plans that maximize their earnings.

Welcome to Strategies for Wealth: John Spoleti, your trusted partner in financial planning and wealth management. Conveniently located at 1201 New York 112, Port Jefferson Station, New York, we are dedicated to helping individuals and families achieve their financial goals with personalized strategies tailored to your unique needs. At Strategies for Wealth, John Spoleti and his team bring years of expertise in the finance industry, offering a comprehensive range of services including retirement planning, investment management, estate planning, and insurance solutions. Our client-centered approach ensures that we understand your aspirations and craft a financial roadmap that aligns with your life goals.

Welcome to M&T Bank ATM in Miller Place, New York! Conveniently located at 301 Route 25A, our branch is ready to serve all your financial needs. Our ATMs are available 24/7, providing you with easy and secure access to your funds anytime you need it. At M&T Bank, we prioritize your financial well-being. Whether you're looking to open a checking or savings account, apply for a mortgage, or explore credit card options, our dedicated personal bankers are here to guide you every step of the way. We offer personalized advice to help you find the best terms and rates tailored to your unique needs.

Welcome to Citizens Bank ATM located at 572 New York 25A, Mount Sinai, New York 11766. At Citizens, we understand that managing your finances is crucial, and we're here to support you every step of the way with tailored financial solutions for your current life stage and beyond. Our ATM offers a convenient way to access your accounts and manage your money swiftly and securely. Whether you're looking to withdraw cash, check your balance, or make deposits, our ATM is available to meet your financial needs 24/7.

Welcome to The First National Bank of Long Island, conveniently located at 450 Main Street, Port Jefferson, New York 11777. As a trusted provider of banking and financial services, we are dedicated to meeting the diverse needs of our community with personalized solutions and exceptional customer service. Please note our upcoming holiday schedule: the bank will close early at 3:00 PM on Wednesday, July 3, and will remain closed on Thursday, July 4, in recognition of the holiday. During this time, you can still access your accounts and manage your finances with ease through our Online, Mobile, and Telephone Banking services, available 24/7.

Welcome to M&T Bank, your trusted financial partner located at 135 West Broadway, Port Jefferson, New York. We are dedicated to providing personalized banking and financial solutions to meet the diverse needs of our community. At M&T Bank, we offer a comprehensive range of services, including personal and business banking, loans, mortgages, investment advice, and wealth management. Our knowledgeable and friendly team is committed to delivering exceptional customer service and helping you achieve your financial goals. Whether you're opening a new account, planning for the future, or seeking guidance for your business, M&T Bank is here to support you every step of the way. Visit us today and experience the difference of a community-focused bank that values your success.

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.

Welcome to Teachers Federal Credit Union, your trusted partner in financial success located at 5145 Nesconset Highway, Port Jefferson Station, New York. As a leading financial institution, we pride ourselves on offering industry-best savings solutions that help you earn more. With our Smart Checking account, you can earn 16 times the national average, making your money work harder for you. Our commitment to your financial well-being doesn't stop there. We offer competitive credit card rates, tailored to meet your needs, and a range of mortgage solutions whether you're buying a new home or leveraging your equity. At Teachers, we believe in empowering our community, supporting non-profits that focus on education, research, health, human services, and economic development through charitable giving, partnerships, and scholarships.

Welcome to Manhattan Transfer Registrar Co., your trusted partner in financial services located in the heart of Port Jefferson, New York. Situated at 38B Sheep Pasture Road, our firm specializes in providing comprehensive financial solutions tailored to meet the unique needs of our clients. With a commitment to excellence and integrity, we offer a wide range of services designed to simplify and enhance your financial experience. Whether you are an individual investor or a corporation, our experienced team is dedicated to delivering personalized service and expert guidance to help you achieve your financial goals. Discover the difference of working with a company that values your success as much as you do. Visit us today and let Manhattan Transfer Registrar Co. be your gateway to financial prosperity.

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.

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.

Welcome to Empire National Bank, your trusted financial partner located at 4747 Nesconset Highway, Port Jefferson Station, New York. At Empire National Bank, we are committed to providing exceptional banking and financial services tailored to meet the unique needs of our community. Our team of experienced professionals is dedicated to helping you achieve your financial goals with a wide range of products and services, including personal and business banking, loans, mortgages, and investment solutions. With a focus on personalized service and innovative financial solutions, Empire National Bank is here to support you every step of the way. Visit us today to experience the difference of a locally-focused bank that truly cares about your financial success.

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.

Welcome to Webster Bank, your trusted financial partner located at 1880 Middle Country Road in Ridge, New York. At Webster Bank, we are dedicated to providing exceptional banking and financial services tailored to meet your individual needs. Our team of experienced professionals is committed to helping you achieve your financial goals, whether it's through personal banking, business solutions, or wealth management. We offer a comprehensive range of services, including checking and savings accounts, loans, mortgages, and investment opportunities. Visit us today and experience the friendly, personalized service that sets Webster Bank apart. Your financial success is our priority.

Welcome to M&T Bank, your trusted financial partner located at 1830 New York 112, Coram, New York. At M&T Bank, we are committed to providing exceptional banking services tailored to meet your personal and business financial needs. Our experienced team is dedicated to offering personalized solutions, whether you are looking to open a new account, secure a loan, or explore investment opportunities. With a focus on community and customer service, we strive to make banking convenient and accessible for all. Visit us today to experience a comprehensive range of financial services designed to help you achieve your financial goals. M&T Bank—where your financial success is our priority.

Welcome to Jovia Financial Credit Union, your trusted partner for all your banking and financial needs. Conveniently located at 830 Fort Salonga Road in the charming town of Northport, New York, we are committed to providing our community with exceptional financial services. As a full-service credit union, we offer a wide range of products including savings and checking accounts, loans, mortgages, and investment options tailored to meet your unique financial goals. Our state-of-the-art ATM facilities ensure you have 24/7 access to your funds, while our friendly and knowledgeable staff are here to assist you with personalized service and expert advice. At Jovia Financial Credit Union, we believe in building lasting relationships with our members, empowering you to achieve financial success and security. Visit us today and experience the Jovia difference.

Welcome to Arlington Equipment Finance, your premier partner in financial success, conveniently located at 225 Main Street, Northport, New York 11768. Specializing in finance solutions, we are dedicated to helping businesses like yours thrive by offering tailored financial services that drive growth and profitability. At Arlington Equipment Finance, we understand the unique challenges businesses face in today's competitive market. That's why we focus on increasing lead generation and boosting sales, providing you with the tools and support needed to excel. Whether you're looking to expand your operations, invest in new equipment, or manage cash flow more efficiently, our expert team is here to help.

Welcome to Franklin Bank, your trusted partner in financial services located in the heart of Northport, New York. Situated at 260 Main Street, our bank offers a comprehensive range of financial solutions tailored to meet the diverse needs of our community. Whether you're looking for a reliable ATM for quick cash withdrawals, seeking personalized banking services, or exploring financial advice for your future investments, Franklin Bank is here to assist you every step of the way. Our commitment to exceptional customer service and financial expertise sets us apart. We pride ourselves on fostering strong relationships with our clients and providing a welcoming environment where your financial goals can flourish. Visit Franklin Bank today and experience the difference of a community-focused financial institution dedicated to your success.

Welcome to Setauket Financial Center, your trusted partner in financial planning and management, conveniently located at 30 Brookfield Lane, Centereach, New York. As a premier financial services provider, we are committed to helping individuals, families, and businesses navigate their financial journeys with confidence and clarity. At Setauket Financial Center, we offer a comprehensive range of services tailored to meet your unique financial needs. Whether you're looking for investment advice, retirement planning, tax strategies, or wealth management, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized solutions that align with your goals and aspirations, ensuring your financial future is secure and prosperous.

Welcome to Teachers Federal Credit Union, located at 260 Pond Path, Centereach, New York 11720. As a leading financial institution, we pride ourselves on offering some of the industry's best savings solutions. With our Smart Checking account, you can earn 16 times the national average, ensuring your money works harder for you. Our smart savings plans are designed to help you maximize your earnings and achieve your financial goals. At Teachers, we offer competitive credit card rates tailored to meet your needs. Whether you're purchasing a new home or leveraging your equity, we have a range of solutions to support your financial journey. Our commitment to the community is demonstrated through our active involvement with non-profit organizations that promote education, research, health and human services, and economic development. We are proud of the impact we've made through charitable giving, partnerships, and scholarships.

Welcome to Edward Jones - Financial Advisor: Roodmy Cesar, your trusted partner in navigating the path to financial success. Conveniently located at 542 North Country Road, Saint James, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs. At Edward Jones, we understand the importance of planning for your financial future. Our comprehensive suite of tools and resources, including the Starting Point tool and the "My Priorities" quiz, are designed to help you identify and achieve your financial goals. Whether you're planning for retirement, saving for education, or looking to grow your investments, we're here to guide you every step of the way.

Welcome to Nationwide Insurance: Barson Associates Inc., your trusted partner in comprehensive insurance solutions located at 207 Hallock Road, Stony Brook, New York 11790. As a dedicated insurance agency, we are proud to offer a wide range of insurance products tailored to meet your unique needs, ensuring peace of mind and financial security for you, your family, and your business. Our experienced team specializes in Auto, Commercial, Farm, Financial, Home, Powersports, and Human Services insurance. Whether you're looking to protect your vehicle with a reliable auto insurance policy, secure your home and belongings, or cover your business with commercial insurance, Barson Associates Inc. is here to guide you every step of the way.