TOP 30 Elder law and financial planning in New York, New York
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Empire Estate Planning & Services
● ClosedEmpire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.
1615 Main St, Pleasant Valley, NY 12569, United States -
Connelly Law PLLC
● ClosedConnelly Law PLLC, located at 260 Hortons Lane in Southold, New York, is a law firm dedicated to providing trustworthy, efficient, and cost-effective legal solutions for their clients. With a commitment to prioritizing the best interests of their clients, the team at Connelly Law PLLC ensures that every legal matter is handled with professionalism and dedication. Clients can rely on their experienced attorneys to navigate through their legal issues with integrity and expertise, all while maintaining their financial stability. Trust Connelly Law PLLC to provide you with exceptional representation and guidance for all your legal needs.
260 Hortons Ln, Southold, NY 11971, United States -
Susan G. Parker Law Associates, PC
● ClosedSusan G. Parker Law Associates, PC is a prestigious institution located on North State Road in Briarcliff Manor, New York. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to clients in need of expert advice and representation. Whether you require assistance with tax planning, financial management, or legal counsel, our firm is committed to delivering personalized solutions tailored to meet your specific needs. Trust Susan G. Parker Law Associates, PC for all your accounting, finance, and legal needs.
141North, N State Rd, Briarcliff Manor, NY 10510, United States -
Law Offices of Jeffrey A. Asher, PC
● ClosedThe Law Offices of Jeffrey A. Asher, PC, located at 80 Business Park Drive in Armonk, New York, is dedicated to providing Protection, Security, and Peace of Mind™ to its clients. Without proper planning, critical health care and financial decisions may not be made, assets may not be distributed as intended, and Will provisions may not be followed. The firm specializes in Estate Planning, Elder Law, Probate, Trust Administration, Medicaid Planning, Long-Term Care Planning, and Special Needs Planning. The team at the Law Offices of Jeffrey A. Asher, PC, offers comprehensive legal services tailored to meet each client's specific needs. They believe in providing thorough and detailed legal advice to ensure their clients have the protection, security, and peace of mind they deserve in a practical, efficient, and cost-effective manner.
80 Business Park Dr #206, Armonk, NY 10504, United States -
Ettinger Law Firm Elder Law Estate Planning
● ClosedThe Ettinger Law Firm is a reputable institution specializing in elder law and estate planning. Located at 140 Grand Street in White Plains, New York, their team of experienced lawyers provide personalized legal services to help clients navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, Medicaid planning, or long-term care issues, the Ettinger Law Firm has the expertise to guide you through every step of the process. Trustworthy and dedicated, they are committed to protecting your assets and ensuring your wishes are carried out according to your wishes.
140 Grand St # 410, White Plains, NY 10601, United States -
The Law Offices Of Eric R Bernstein
● OpenThe Law Offices of Eric R Bernstein is a reputable legal institution located at 260 Madison Avenue in New York, New York. With a team of experienced attorneys, they provide expert legal services in various areas including personal injury, criminal defense, family law, and estate planning. Clients can expect dedicated representation and personalized attention to their legal needs. The firm is committed to achieving the best possible outcomes for their clients and upholding the highest standards of professionalism and integrity.
260 Madison Ave, New York, NY 10016, United States -
Muchnik Elder Law P.C.
● ClosedMuchnik Elder Law P.C. is a reputable law firm located at 900 South Avenue in New York, United States. Specializing in elder law, the firm provides expert legal services to help clients navigate the complex legal issues related to aging, estate planning, long-term care, and more. With a team of experienced and dedicated lawyers, Muchnik Elder Law P.C. is committed to providing personalized and compassionate representation to meet the unique needs of each client. Whether you are planning for the future or facing legal challenges related to aging, Muchnik Elder Law P.C. is here to help.
Executive Suites, 900 South Ave, Staten Island, NY 10314, United States -
Morgan Legal Group - Estate Planning & Probate
● OpenAt Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.
299 Broadway 17th floor, New York, NY 10007, United States -
Edward Jones - Financial Advisor: Pierre Johnson, AAMS™
● OpenEdward Jones - Financial Advisor: Pierre Johnson, AAMS™ is a trusted financial institution located at 151 North Main Street in New City, New York. As a dedicated financial advisor, Pierre Johnson, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Pierre Johnson, AAMS™ can provide expert guidance and advice. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Pierre Johnson, AAMS™ is committed to helping clients secure their financial future.
151 N Main St Suite 301, New City, NY 10956, United States -
Jennifer R Filocomo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJennifer R Filocomo is a financial advisor at Ameriprise Financial Services, LLC located at 455 West 23rd Street in New York, New York, United States. Jennifer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jennifer's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jennifer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jennifer ensures that clients receive the highest level of financial advice and support.
455 W 23rd St Ste 1F, New York, NY 10011, United States -
Jason Larner - RBC Wealth Management Financial Advisor
● ClosedJason Larner - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1211 6th Avenue in New York, New York, United States. Specializing in providing expert financial advice and wealth management services, Jason Larner is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored financial solutions, Jason Larner - RBC Wealth Management Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
1211 6th Ave Suite 3300, New York, NY 10036, United States -
Donald Bertucci - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDonald Bertucci is a highly experienced and reputable financial advisor at Ameriprise Financial Services, LLC, located at 122 East 42nd Street in New York, New York. With a focus on providing personalized financial planning and investment strategies, Donald Bertucci helps clients navigate the complexities of wealth management to achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth for the future, Donald Bertucci is dedicated to providing expert guidance and support every step of the way. Trust Ameriprise Financial Services, LLC and Donald Bertucci to help secure your financial future.
122 E 42nd St #2215, New York, NY 10168, United States -
Frank Fiore - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank Fiore is a trusted Financial Advisor at Ameriprise Financial Services, LLC, located at 122 East 42nd Street in New York, New York. With years of experience in the finance industry, Frank provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Frank Fiore can help create a customized financial plan tailored to your needs. Contact Frank Fiore at Ameriprise Financial Services, LLC for expert financial guidance and support.
122 E 42nd St #2215, New York, NY 10168, United States -
Koldin Law Center, P.C.
● ClosedThe Koldin Law Center, P.C. is a reputable law firm located at 6661 Kirkville Road in East Syracuse, New York. Specializing in various legal services, the firm is dedicated to providing top-notch legal representation and guidance to individuals and businesses in need. With a team of experienced lawyers, the Koldin Law Center, P.C. is committed to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are facing a legal issue related to estate planning, elder law, Medicaid planning, or another area of law, you can trust the Koldin Law Center, P.C. to provide expert advice and representation. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
6661 Kirkville Rd, East Syracuse, NY 13057, United States -
Rheinhardt and Bray, P.C.
● ClosedRheinhardt and Bray, P.C. is a law firm located at 301 Black River Boulevard in Rome, New York, United States. Specializing in Elder and Estate Planning, their dedicated team of attorneys, Jeff and Chris, are highly knowledgeable and reliable in handling matters related to health, financial well-being, and living environment. With a focus on honesty, integrity, and results, the firm aims to assist clients in preparing for the future and ensuring the well-being of their loved ones. Whether it's setting up a living trust, protecting assets, or planning for potential hardships, Rheinhardt and Bray are committed to making the process as easy as possible for their clients. Contact them today to find out how they can help you navigate the complexities of Elder Law and Estate Planning.
301 Black River Blvd, Rome, NY 13440, United States -
Theresa M Girouard Attorney At Law
● ClosedTheresa M Girouard Attorney At Law is a trusted legal institution located at 301 North Washington Street in Rome, New York, United States. With years of experience and expertise in various areas of law, Theresa M Girouard provides top-notch legal services to clients in need of professional representation. Whether you are facing a legal issue related to family law, criminal defense, or estate planning, Theresa M Girouard Attorney At Law is dedicated to helping you navigate the legal system with confidence and ease. Contact us today to schedule a consultation and discuss your legal needs with a skilled and compassionate attorney.
301 N Washington St, Rome, NY 13440, United States -
Law Offices of Sheila Starkey Hahn, PC
● ClosedThe Law Offices of Sheila Starkey Hahn, PC is a reputable legal institution located at 39 Temple Street in Fredonia, New York. Specializing in various areas of law, including family law, estate planning, and real estate law, the experienced team at this firm is dedicated to providing top-notch legal services to their clients. With a strong commitment to professionalism and client satisfaction, Sheila Starkey Hahn and her team strive to deliver personalized and effective legal solutions to meet the unique needs of each individual client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust the Law Offices of Sheila Starkey Hahn, PC to provide expert legal representation and guidance.
39 Temple St, Fredonia, NY 14063, United States -
Threehouse Law Firm, P.C.
● ClosedThreehouse Law Firm, P.C. is a legal institution located at 154 North Union Street in Olean, New York, United States. Our firm focuses on providing high quality legal services tailored to meet the core needs of you and your family. Specializing in estate planning, asset protection, elder law, probate & trust administration, and Medicaid qualification, we are here to support you through the process of planning your estate, navigating the sickness of a loved one, or managing a loved one's affairs after their passing. At Threehouse Law Firm, we understand that these areas of law can be complex and often arise during challenging times. That's why we emphasize a team approach, working alongside your trusted advisors and professionals to ensure that your goals are met and your planning objectives are satisfied without unnecessary complication. We welcome financial advisors, CPA's, and insurance professionals to attend our free workshops and meetings to help you achieve peace of mind.
154 N Union St, Olean, NY 14760, United States -
Law Offices of Juliet Cohen, P. C.
● ClosedThe Law Offices of Juliet Cohen, P.C. is a trusted institution located at 105-19 Metropolitan Avenue in New York, United States. Specializing in Elder Law, Trusts and Estates, Probate & Administration, our dedicated team is committed to protecting everything you own and everyone you love. Attend our FREE Estate Planning Workshop to learn how to safeguard your assets and provide for your loved ones. With a well-drafted estate plan in place, you can ensure that your estate passes to your chosen beneficiaries without the need for probate, minimizing costs and ensuring your wishes are carried out.
105-19 Metropolitan Ave, Forest Hills, NY 11375, United States -
The Law Offices of Michael Katz, P.C
● OpenThe Law Offices of Michael Katz, P.C. is a reputable law firm located at 190-17 Union Turnpike in New York, United States. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. With a focus on integrity, professionalism, and achieving favorable outcomes for our clients, we strive to deliver exceptional results in every case we handle. Contact us today for expert legal assistance and guidance.
190-17 Union Tpke, Queens, NY 11366, United States -
Rocco & Rocco Attorney At Law
● ClosedRocco & Rocco Attorney At Law is a reputable legal institution located at 3601 Hempstead Turnpike in Levittown, New York. Specializing in various areas of law, their team of experienced attorneys provide expert legal advice and representation to clients in need. With a commitment to delivering personalized and effective legal solutions, Rocco & Rocco Attorney At Law is dedicated to helping clients navigate through complex legal matters with confidence and peace of mind. Contact them today for professional legal services tailored to your specific needs.
3601 Hempstead Tpke, Levittown, NY 11756, United States -
SGF Law
● ClosedSGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.
135 Pinelawn Rd #250s, Melville, NY 11747, United States -
Atlas Law Group
● ClosedAtlas Law Group, located at 155 Pinelawn Road in Melville, New York, is a trusted institution specializing in Elder Law, Estate, and Special Needs Planning. Whether you are facing a long-term care crisis or looking to plan your estate, our dedicated team of professionals is ready to help you build and protect your family's legacy. We work closely with financial, tax, and health care professionals to create comprehensive solutions for our senior clients, ensuring that the nest egg you have worked so hard to build is preserved. At Atlas Law Group, we provide updates on the latest laws, rules, and regulations to professionals in our network to ensure that our clients receive the best possible advice and support.
155 Pinelawn Rd Ste100S, Melville, NY 11747, United States -
The Law Office of Michael Camporeale
● ClosedThe Law Office of Michael Camporeale, located at 1688 Victory Boulevard in New York, is a trusted institution specializing in elder law, estate planning, Medicaid planning, asset protection, and more. With a focus on empowering seniors with knowledge, compassion, and peace of mind, the firm offers services such as wills, power of attorney, living trusts, and health care proxies. The experienced team at the Law Office of Michael Camporeale is dedicated to educating clients on estate and Medicaid planning, ensuring that assets are properly protected and preserved. With offices throughout New York City, including Staten Island, Brooklyn, and White Plains, the firm is committed to providing the finest legal representation available. Whether you need assistance with guardianships, probate, estate litigation, or special needs planning, the attorneys at Michael Camporeale are here to help. Contact them today for a free consultation at (718) 475-9639.
1688 Victory Blvd, Staten Island, NY 10314, United States -
Ettinger Law Firm Elder Law Estate Planning
● ClosedEttinger Law Firm specializes in elder law and estate planning services. Located at 900 South Avenue in New York, United States, their team of experienced lawyers are dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you are looking to create a will, establish a trust, or need assistance with Medicaid planning, Ettinger Law Firm provides personalized and comprehensive legal solutions to meet your needs. With a focus on protecting assets and ensuring your wishes are carried out, they are committed to providing peace of mind for their clients.
900 South Ave Suite 202, 2nd Floor, Staten Island, NY 10314, United States -
Center for Elder Law & Justice
● ClosedThe Center for Elder Law & Justice, located at 438 Main Street in Buffalo, New York, is dedicated to improving the quality of life for older, disabled, and low-income adults through the provision of free legal services in Western New York. Our mission is to use the legal system to ensure that our clients can live independently and with dignity. Any New Yorker age 55 and above can call our Free Legal Advice Helpline at 1-844-481-0973 to speak with an attorney. The Helpline is open Monday through Friday from 9:00am to 11:00am EST, and messages can be left outside of those hours or emailed at [email protected]. Our licensed attorneys respond within 3 business days. Testimonials from clients express gratitude for the assistance provided by the Center, with comments highlighting the professionalism, efficiency, and support received.
438 Main St #1200, Buffalo, NY 14202, United States -
Ettinger Law Firm Elder Law Estate Planning
● ClosedEttinger Law Firm specializes in elder law and estate planning services, offering expert legal assistance to clients in the Islandia, New York area. With a focus on helping individuals plan for their future and protect their assets, the firm provides comprehensive guidance on wills, trusts, Medicaid planning, and other important legal matters. Located at 1377 Motor Parkway, Ettinger Law Firm is dedicated to providing personalized and professional legal services to meet the unique needs of each client.
1377 Motor Pkwy, Islandia, NY 11749, United States -
Ameriprise Financial
● OpenAmeriprise Financial, located at 7518 South State Street in Lowville, New York, is a finance institution that provides personalized financial advice to help individuals reach their financial goals. The institution has been named the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards. Ameriprise offers a comprehensive approach that helps clients feel more confident about their financial future. Clients can receive an initial complimentary consultation to see how Ameriprise's services compare to their current financial advisor. With a focus on personalized advice based on individual goals, Ameriprise aims to help clients work towards their dreams and goals. The institution also provides multiple safeguards to protect clients' personal information and offers an Online Security Guarantee. Clients can request an appointment online to speak with an advisor or refer someone who could benefit from a conversation. Background and qualification information for advisors is available on FINRA's BrokerCheck website. The financial advice provided by Ameriprise is tailored to each client's unique goals and preferences.
7518 S State St, Lowville, NY 13367, United States -
Makofsky Law Group, P.C.
● ClosedMakofsky Law Group, P.C. is a reputable law firm located at 600 Old Country Road in Garden City, New York. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Makofsky Law Group, P.C. is here to help. With a commitment to excellence and a track record of success, you can trust this firm to advocate for your best interests and achieve the results you deserve. Contact them today to schedule a consultation and discuss your legal needs.
600 Old Country Rd #444, Garden City, NY 11530, United States -
Sakhizada Law Firm
● OpenSakhizada Law Firm is a prestigious finance and legal institution located at 200 Broadhollow Road in Melville, New York. Our team of experienced lawyers specialize in a wide range of practice areas, including corporate law, real estate law, and estate planning. We are dedicated to providing our clients with top-notch legal services and strategic financial advice to help them navigate complex legal issues. With a commitment to excellence and professionalism, Sakhizada Law Firm is your trusted partner in achieving your legal and financial goals.
200 Broadhollow Rd Suite 207, Melville, NY 11747, United States
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