Business wealth transfer in Fishkill, New York

Murphy Wealth Management Group, located at 60 Merritt Boulevard in Fishkill, New York, takes a unique approach to wealth management. While many may think of wealth management solely in terms of money, we believe it begins with a deep understanding and care for our clients on a personal level. Our team takes the time to truly listen and ask the right questions to learn about all aspects of your life, including family, personal goals, retirement plans, legacy needs, and risk tolerance. By understanding you on a meaningful level, we can create a customized plan to help you achieve both your short- and long-term financial goals. One of the key aspects of managing wealth is understanding your tolerance for risk. We offer a risk profile analysis tool that is accurate and reliable in measuring your risk tolerance. Securities are offered through LPL Financial, Member FINRA/SIPC, while investment advice is provided by Murphy Wealth Management Group, Inc., a Registered Investment Advisor separate from LPL Financial.

Oppenheimer & Co. Inc. is a reputable finance institution located at 300 Westage Business Center Drive in Fishkill, New York, United States. Our office is dedicated to supporting Oppenheimer Financial Professionals in providing valuable advice to individuals, families, corporate executives, and businesses. Our Financial Professionals work closely with clients to create wealth management plans, make strategic investments, and facilitate wealth transfer. We focus on providing the right resources to help clients achieve their financial goals and navigate a rapidly changing world. With roots dating back to 1881, Oppenheimer & Co. Inc. has a long history of offering investment services. We are a financially stable institution with a strong balance sheet, rigorous risk management practices, and robust internal controls to safeguard our clients' assets. In the unlikely event of insolvency, multiple layers of protection are in place to protect our customers' holdings.

Allstate Personal Financial Representative: Mark Fiegoli is a trusted finance and insurance agency located at 1012C Main Street in Fishkill, New York, United States. Mark Fiegoli is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and insurance solutions. With a commitment to exceptional customer service and a wealth of knowledge in the industry, clients can trust Allstate Personal Financial Representative: Mark Fiegoli to provide expert guidance and support in securing their financial future.

Ettinger Law Firm specializes in elder law and estate planning services. Located in Fishkill, New York, the firm is dedicated to helping individuals and families navigate the complexities of planning for the future. With a focus on protecting assets and ensuring the well-being of elderly clients, Ettinger Law Firm offers personalized legal solutions tailored to each client's unique needs. Whether you are looking to create a will, establish a trust, or address long-term care planning, the experienced attorneys at Ettinger Law Firm are here to provide expert guidance and support.