TOP 30 Comprehensive estate planning in Smithtown, New York

37 results found

Long Island Tax and Planning Inc. is a finance institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. Our firm is dedicated to handling all of your financial needs so you can focus on what truly matters. Our experienced team of accountants works with you year-round to implement tax-saving strategies and avoid last-minute tax planning. We also offer comprehensive bookkeeping services to keep your business running smoothly. At Long Island Tax and Planning Inc., you will work with a certified CPA to assess your financial situation and ensure you are paying the right amount of taxes. We also provide business valuations for mergers, acquisitions, and equity offerings. Our goal is to help you achieve your ideal lifestyle through strategic financial planning.

Joseph B. Pantaleo - Smithtown is a multi-faceted institution located at 823 West Jericho Turnpike in Smithtown, New York. This establishment offers a wide range of services including beauty salon treatments, dental services, health consultations, and spa treatments. Whether you are looking to pamper yourself with a relaxing massage, improve your oral health with a dental check-up, or enhance your beauty with a new hairstyle, Joseph B. Pantaleo - Smithtown has you covered. The skilled professionals at this institution are dedicated to providing top-notch care and ensuring that every client leaves feeling refreshed and rejuvenated. Visit Joseph B. Pantaleo - Smithtown for all your wellness needs in one convenient location.

Arcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States. We are a multi-generational, fee-only financial planner dedicated to helping our clients achieve peace of mind and confidence at every stage of life. Our goal is to help clients create and preserve wealth for future generations, generate retirement income, and simplify their lives while creating a legacy for their loved ones. Our team, including father-daughter duo Walter Wisniewski and Allison Vanaski, is committed to bringing families together to empower them to plan for life’s transitions, protect their loved ones, and pursue the life they desire. As a Fee-Only Fiduciary, we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.

Merrill Lynch Financial Advisor Michael Thomas Karwoski is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. As a part of the Merrill Lynch Wealth Management team, Michael follows the deep-seated Merrill tradition of community involvement and volunteering. With Merrill Personal Wealth Analysis™, Michael can help create a personalized financial plan tailored to your goals and priorities. He believes in building strong relationships with clients by starting with a conversation to understand their aspirations and financial needs. By utilizing the Investment Personality Assessment, Michael can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works to develop a comprehensive approach to address your financial needs. His mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you achieve your financial goals while managing investment risk. By staying connected and revisiting your financial approach, Michael aims to help you stay on track to reach your goals. Through ongoing communication and updates, Michael ensures that your financial approach reflects any changes in your life and goals. Get personalized investment strategies and comprehensive financial solutions by working with Michael Karwoski, a dedicated Merrill Lynch Wealth Management Advisor.

Richard Bohner - Raymond James is a finance institution located at 186 West Main Street in Smithtown, New York. As a branch of Raymond James, a leading financial services firm, we offer a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to help. Visit us at our Smithtown location to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Edward Jones - Financial Advisor: Frank E Carpentiere is a trusted financial institution located at 222 Middle Country Road in Smithtown, New York. As a dedicated financial advisor, Frank E Carpentiere provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Frank E Carpentiere is committed to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Frank E Carpentiere is here to provide expert guidance every step of the way.

Ross & Company, CPA is a reputable accounting and finance institution located at 5 Florence Avenue in Smithtown, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to improve your financial strategy, Ross & Company, CPA is the place to turn to for expert advice and guidance.

Phillip J. Jusino & Associates, P.C. is a Suffolk County Law Firm located at 50 Karl Avenue in Smithtown, New York. Led by experienced attorney Phillip J. Jusino, a former Suffolk County Assistant District Attorney and Law Guardian, our firm treats every client like family. Our team is dedicated to fighting for the rights of our clients with a compassionate and competitive spirit. Ozzie Jusino, a certified paralegal and former paratrooper, joined the firm in 2002 and specializes in adoptions, guardianships, legal research, and appeals.

Castro & Trodden LLC is a renowned law firm located at 50 Karl Avenue in Smithtown, New York. Our team of experienced attorneys is dedicated to helping individuals navigate through complex legal situations. Whether you need assistance with business formation, construction accidents, commercial litigation, criminal defense, DWI charges, medical malpractice, personal injury, real estate matters, or traffic infractions, we are here to provide expert legal guidance. Trust Castro & Trodden LLC to provide you with top-notch legal representation. Contact us at (631) 382-7979 to learn more about how our services can benefit you.

Fratello Law, P.C. is a reputable law firm located at 22 Lawrence Avenue in Smithtown, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance for a business matter, Fratello Law, P.C. is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted and reliable law firm in the United States. Contact us today to schedule a consultation and discuss your legal needs with our skilled attorneys.

Ronald S. Cook, Attorney at Law is a reputable institution located at 222 East Main Street, Smithtown, New York, United States. Specializing in accounting, finance, and legal services, Attorney Cook has decades of experience in handling bankruptcy cases and assisting individuals and businesses facing financial hardship. With expertise in debt settlement, the firm can protect clients from wage garnishment and provide relief from overwhelming debt. The firm also offers assistance in defending against foreclosures, providing a lifeline for those facing the loss of their homes. With five advanced degrees and over 25 years of experience, Attorney Cook is a trusted legal professional known for his commitment to clients and successful outcomes.

Lieb at Law, P.C. is a dedicated litigation law firm located at 308 West Main Street in Smithtown, New York. Specializing in discrimination, employment, and real estate litigation, our team of experienced attorneys is committed to fighting for justice for victims of discrimination in various aspects of their lives. Whether you have faced discrimination in housing, work, school, or any other area, our attorneys are here to help you seek damages and bring about positive change. From racism to ageism, sexism to antisemitism, we are here to support you in fighting against all forms of bigotry and intolerance. Contact Lieb at Law, P.C. to seek compensation for emotional distress, lost wages, and missed opportunities.

Main Street Success is a premier institution located at 47 West Main Street, Smithtown, New York, United States. We offer industry-leading courses and online learning to help you excel in the real estate industry. Whether you join our CE Classes online via Zoom or in person, we have a variety of options to help you maintain your license and expand your knowledge. Our courses are designed to help you earn more and work more efficiently, with a focus on meeting state regulatory requirements. We want only the best for you, which is why we provide excellent courses to help you become a top-notch real estate agent.

Stuart Susan D is a reputable law firm located at 50 New York 111 in Smithtown, New York. Specializing in various legal areas, the firm is known for its professionalism, expertise, and dedication to providing top-notch legal services to clients in the United States. With a team of experienced lawyers, Stuart Susan D is committed to delivering personalized solutions and achieving favorable outcomes for their clients. Whether you are in need of legal representation for a personal injury case, family law matter, or estate planning, Stuart Susan D is here to help. Contact them today to schedule a consultation and discuss your legal needs.

The Law Office of William McCulloh, P.C. is a reputable legal institution located in Smithtown, New York, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney William McCulloh and his team provide expert legal representation and guidance to clients in need. With a strong track record of successful cases and a commitment to serving the community, The Law Office of William McCulloh, P.C. is dedicated to advocating for the rights and best interests of their clients.

The Law Office of Adrienne E. Hayes is a reputable legal institution located at 50 Karl Avenue in Smithtown, New York. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. We offer a wide range of services including but not limited to family law, estate planning, real estate law, and personal injury cases. With a commitment to excellence and personalized attention to each case, we strive to achieve the best possible outcome for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Citi Personal Wealth Management is a finance institution located at 18 East Main Street in Smithtown, New York, United States. Our dedicated team of financial experts provides personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you every step of the way. Trust Citi Personal Wealth Management to provide you with the guidance and expertise you need to secure your financial future.

Welcome to Fitzgerald Kevin J, your trusted legal partner located in the heart of Smithtown, New York. With our office conveniently situated at 186 West Main Street, we are dedicated to providing exceptional legal services to the residents and businesses of Smithtown and the surrounding areas. At Fitzgerald Kevin J, we specialize in a wide range of legal practices, ensuring that our clients receive comprehensive and personalized legal solutions tailored to their unique needs. Our commitment to excellence and client satisfaction is at the forefront of everything we do, whether you require assistance with family law, estate planning, real estate transactions, or other legal matters.

Welcome to Grundfast & Morrison, your trusted legal partners located at 8 Manor Road, Smithtown, New York. As a premier law firm, we are dedicated to providing exceptional legal services and personalized solutions to meet your needs. Our experienced attorneys specialize in a wide range of practice areas, ensuring comprehensive representation for individuals, families, and businesses alike. At Grundfast & Morrison, we understand that navigating the legal landscape can be challenging. That’s why our skilled team is committed to offering clear guidance, strategic advice, and unwavering support throughout your legal journey. Whether you require assistance with family law, real estate transactions, estate planning, or business law, we are here to help you achieve the best possible outcome.

Welcome to Feldman & Feldman, your trusted legal partners located at 811 West Jericho Turnpike, Smithtown, New York. At Feldman & Feldman, we pride ourselves on offering expert legal services with a personalized touch. Our dedicated team of experienced attorneys is committed to providing comprehensive legal solutions tailored to meet the unique needs of each client. Whether you require assistance with family law, real estate matters, estate planning, or business law, we are here to guide you every step of the way. Our mission is to deliver exceptional legal representation with integrity, professionalism, and a deep understanding of the law. Contact us today to schedule a consultation and discover how we can help you navigate your legal challenges with confidence and ease.

David J Sobel PC: Your Trusted Legal Partner in Smithtown, NY Located conveniently at 811 West Jericho Turnpike, Smithtown, New York, David J Sobel PC is a premier law firm dedicated to providing exceptional legal services to our community. With a strong commitment to integrity and excellence, we offer comprehensive legal solutions tailored to meet the unique needs of our clients.

Welcome to Schwartz Fred, your trusted legal partner located at 317 East Main Street, Smithtown, New York. As a dedicated law firm, we specialize in providing comprehensive legal services tailored to meet the unique needs of our clients. With a commitment to excellence and a personalized approach, Schwartz Fred is here to guide you through every legal challenge with expertise and integrity. Whether you require assistance with family law, estate planning, business law, or any other legal matter, our experienced team is ready to offer you the support and representation you deserve. Visit us today and discover how we can help you achieve the best possible outcomes for your legal concerns. Your peace of mind is our priority at Schwartz Fred, where your legal needs are our top priority.

Welcome to Peterson Mark, your trusted legal partner in Smithtown, New York. Conveniently located at 732 Smithtown Bypass, Peterson Mark is dedicated to providing exceptional legal services to individuals and businesses in the community. With a strong commitment to integrity and professionalism, our experienced team of attorneys is here to guide you through complex legal matters with expertise and personalized attention. At Peterson Mark, we specialize in a wide range of legal areas, ensuring that our clients receive comprehensive support tailored to their unique needs. Whether you require assistance with family law, real estate transactions, estate planning, or business law, our knowledgeable lawyers are ready to offer sound advice and effective solutions.

Welcome to Tusa and Levin Attorneys at Law At Tusa and Levin Attorneys at Law, we are dedicated to providing exceptional legal services to our clients in Smithtown, New York, and the surrounding areas. Conveniently located at 732 Smithtown Bypass, Smithtown, NY 11787, our firm is committed to addressing your legal needs with professionalism and integrity.

Welcome to The Kantrow Law Group, your trusted legal partner located at 732 Smithtown Bypass, Smithtown, New York. At The Kantrow Law Group, we are dedicated to providing expert legal services with a personal touch. Our team of experienced attorneys is committed to understanding your unique needs and delivering tailored solutions to achieve the best possible outcomes. We specialize in a wide range of legal areas, ensuring comprehensive support for both individuals and businesses. Whether you require assistance with family law, real estate transactions, business law, or estate planning, our knowledgeable and compassionate team is here to guide you every step of the way. We pride ourselves on our professionalism, integrity, and unwavering commitment to our clients. Visit us in Smithtown to experience the exceptional legal services that have made The Kantrow Law Group a respected name in the community. Your peace of mind is our top priority, and we look forward to serving you.

Welcome to Mullen & Iannarone, P.C., your trusted legal partner located at 300 East Main Street, Smithtown, New York. Our esteemed law firm is dedicated to providing exceptional legal services to clients in Smithtown and the surrounding areas. With a strong commitment to excellence, Mullen & Iannarone, P.C. specializes in a wide range of legal fields, ensuring personalized and effective solutions tailored to meet your specific needs. Our team of experienced attorneys is passionate about advocating for your rights and delivering comprehensive legal support. We pride ourselves on our professionalism, integrity, and attention to detail, which have earned us a reputation for achieving successful outcomes for our clients. Whether you require assistance with family law, real estate, estate planning, or any other legal matter, Mullen & Iannarone, P.C. is here to guide you every step of the way.

Welcome to Michael Lebit PC, your trusted legal partner located in the heart of Smithtown, New York. Situated at 191 Terry Road, Michael Lebit PC is dedicated to providing exceptional legal services to individuals and businesses in the community and beyond. With a commitment to excellence, integrity, and personalized attention, our firm specializes in a wide range of legal areas to meet your unique needs. At Michael Lebit PC, we understand that navigating the legal landscape can be daunting. Our experienced team of lawyers is here to offer expert guidance, whether you require assistance with personal injury claims, family law matters, estate planning, or business litigation. We pride ourselves on our client-centered approach, ensuring that every case is handled with the utmost care and professionalism.

Welcome to Castellano & Plesser, your trusted legal partners located in the heart of Nesconset, New York. Situated at 181 Smithtown Boulevard, our esteemed law firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community and beyond. At Castellano & Plesser, we understand that navigating the complexities of the legal system can be daunting. Our team of experienced attorneys is committed to offering personalized and comprehensive legal solutions tailored to meet your unique needs. Whether you require assistance with family law, estate planning, personal injury, real estate, or business law, we are here to guide you every step of the way.

Welcome to the Law Offices of Frank S. Scagluso, P.C., where we are dedicated to providing exceptional legal services with a personal touch. Conveniently located at 191 Terry Road in the heart of Smithtown, New York, our firm is committed to serving the legal needs of our community with professionalism and integrity. At the Law Offices of Frank S. Scagluso, P.C., we specialize in a wide range of legal areas to ensure comprehensive support for our clients. Whether you require assistance with family law, real estate transactions, estate planning, or criminal defense, our experienced team is here to guide you every step of the way. We understand that each case is unique, and we pride ourselves on offering tailored solutions that best fit your individual circumstances.