Effective estate planning strategies in White Plains, New York
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Merrill Lynch Financial Advisor Robert J Tarpey
● ClosedMerrill Lynch Financial Advisor Robert J Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on building personalized relationships with clients to help them identify and prioritize their financial goals. By listening and understanding each client's unique needs, the advisors at Merrill Lynch aim to create customized financial approaches that align with their aspirations. Drawing upon behavioral finance research, Merrill Lynch offers an Investment Personality Assessment to gain a deeper understanding of how clients think and feel about investing. This assessment helps in developing tailored financial strategies that can help clients pursue their goals effectively. The institution believes in regularly updating and revisiting financial approaches to reflect changes in clients' lives and the market.
360 Hamilton Ave 4th floor, White Plains, NY 10601, United States -
Javier Lugo - Prudential Financial
● ClosedJavier Lugo - Prudential Financial is a reputable finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Javier Lugo - Prudential Financial is dedicated to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.
360 Hamilton Ave 9th Floor, White Plains, NY 10601, United States -
Merrill Lynch Financial Advisor Gilda R Borenstein
● ClosedMerrill Lynch Financial Advisor Gilda R Borenstein is a reputable financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Specializing in finance, the institution offers expert advice and guidance to clients looking to manage their wealth and investments effectively. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor Gilda R Borenstein is dedicated to helping clients achieve their financial goals and secure their financial future.
360 Hamilton Ave 8th Floor, White Plains, NY 10601, United States -
Northwestern Mutual - The Dolly Financial Group
● OpenNorthwestern Mutual - The Dolly Financial Group is a trusted finance and insurance agency located at 50 Main Street in White Plains, New York. With a focus on providing personalized financial planning and insurance solutions, our team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, our experienced professionals are here to guide you every step of the way. Visit us today to learn more about how we can help secure your financial future.
50 Main St #1520, White Plains, NY 10606, United States -
Portale Randazzo LLP
● OpenPortale Randazzo LLP is a prestigious law firm located at 245 Main Street in White Plains, New York. Specializing in criminal and federal civil rights defense, as well as general counsel law and healthcare compliance, our team of attorneys offers over 150 years of combined litigation experience. We believe in results, not clichés, and are prepared to go to trial to secure the best possible outcome for our clients. Our attorneys, who are former prosecutors, have a proven track record of success in some of the most challenging cases in Westchester County. We are true warriors in the courtroom, dedicated to fighting for our clients' rights and delivering personalized defense strategies. With a 98% success rate, we can skillfully guide you through any legal issue you may be facing. Trust the experienced and reputable criminal attorneys at Portale Randazzo to defend you with integrity and loyalty.
245 Main St #605, White Plains, NY 10601, United States -
Morgan Legal Group P.C. | Westchester
● OpenAt Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.
777 Westchester Ave Ste 101, White Plains, NY 10604, United States -
Monteleon Law Group
● ClosedMonteleon Law Group, PLLC, located at 445 Hamilton Avenue in White Plains, New York, is a multi-practice law firm dedicated to providing high quality and effective legal representation tailored to our client’s needs. Our expertly trained attorneys have relevant, real-life experience and work to craft carefully crafted, results-driven strategies for our client’s best interests. With a focus on honesty, integrity, and personalized attention, our team of dedicated attorneys offers dependable counsel for a variety of legal situations. Whether you are facing a complex or unique legal challenge, we are here to help. Our personalized services are designed to help you overcome the legal obstacles you may be facing, with a focus on adding value to your life and business.
445 Hamilton Ave #605, White Plains, NY 10601, United States -
Bailly and McMillan
● OpenBailly and McMillan is a prestigious institution located at 707 Westchester Avenue in White Plains, New York. With a strong reputation for excellence in education and innovation, Bailly and McMillan offers a wide range of programs and services to meet the diverse needs of its students. The institution prides itself on providing a supportive and inclusive learning environment, where students can thrive and achieve their full potential. Whether you are looking to further your education or develop new skills, Bailly and McMillan is the perfect place to start your journey towards success.
707 Westchester Ave, White Plains, NY 10604, United States -
Franklin Allakpo New York Life
● OpenFranklin Allakpo New York Life is an insurance agency located at 120 White Plains Road in Tarrytown, New York. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and families in the United States. Our team of experienced professionals is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to assist you every step of the way. Visit us today to learn more about how Franklin Allakpo New York Life can help you secure your financial future.
120 White Plains Rd #601, Tarrytown, NY 10591, United States -
Allstate Financial Services
● ClosedAllstate Financial Services is a finance and insurance agency located at 11 Martine Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services and insurance products, Allstate Financial Services is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the knowledgeable professionals at Allstate Financial Services are here to help you every step of the way. Trust in Allstate Financial Services to provide you with the personalized financial solutions you need to secure your future.
Lubin Graduate Center, 11 Martine Ave #6, White Plains, NY 10606, United States -
Martin Grossbach P.C. Attorneys-at-Law
● ClosedMartin Grossbach P.C. Attorneys-at-Law is a reputable institution located at 660 White Plains Road in Tarrytown, New York. Specializing in accounting, finance, and legal services, our team of skilled attorneys are dedicated to providing top-notch representation and advice to our clients. With years of experience and a track record of success, we are committed to helping individuals and businesses navigate complex legal and financial matters. Whether you are in need of tax assistance, estate planning, or general legal counsel, Martin Grossbach P.C. Attorneys-at-Law is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
660 White Plains Rd, Tarrytown, NY 10591, United States -
Judy N. Cuzzacrea Wagner
● OpenWelcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.
726 Exchange Street, Buffalo, New York 14210, United States
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