TOP 30 Estate and legacy planning in Buffalo, New York

18 results found

At Morgan Legal Group PC | Estate Planning Lawyer Buffalo, we specialize in providing personalized and comprehensive estate planning services to clients in Buffalo, New York. Our team of experienced professionals is dedicated to meeting the specific needs and requests of each client, ensuring that their assets and affairs are properly managed both during their lifetime and after their passing. Unlike many large law firms, we prioritize direct communication with our clients, allowing them to speak to an attorney whenever they have a question or concern. Our team takes pride in promptly returning all phone calls, emails, and inquiries, providing qualitative personalized service every step of the way.

Welcome to Barton House, an integral part of the historic Darwin Martin House Estate, located at 118 Summit Avenue, Buffalo, New York. Nestled in the heart of Buffalo’s cherished Parkside neighborhood, Barton House stands as a testament to the innovative architectural genius of Frank Lloyd Wright. This meticulously preserved property offers visitors a unique glimpse into Wright's visionary design principles, characterized by harmonious integration with nature, open floor plans, and exquisite craftsmanship. At Barton House, guests can immerse themselves in the rich history and architectural significance of one of Wright's masterpieces. Whether you're an architecture enthusiast, history buff, or simply seeking a serene escape, Barton House provides an unparalleled experience. Explore the beautifully restored interiors, stroll through the meticulously landscaped gardens, and discover the stories that shaped this iconic estate.

Daryl Rowe - Allstate Personal Financial Representative is a trusted finance and insurance agency located at 3990 McKinley Parkway in Buffalo, New York. As a dedicated representative, Daryl Rowe provides personalized financial services and insurance options to help individuals and families achieve their financial goals and protect their assets. With a focus on building long-term relationships and providing expert guidance, Daryl Rowe is committed to helping clients secure their financial future. Contact Daryl Rowe - Allstate Personal Financial Representative today for professional financial advice and insurance solutions.

The Law Offices of Melissa A. Tocha, located at 4476 Main Street in Buffalo, New York, has been serving clients in Western New York since 2007. Attorney Melissa A. Tocha offers a wide range of legal services including residential and commercial real estate, collections, estate planning, and traffic matters. Whether you are buying or selling a property, our firm is dedicated to protecting your interests and ensuring all legal requirements are met during the closing process. We understand the importance of safeguarding your financial legacy and work diligently to provide personalized attention and professional guidance to all our clients. With dual representation of both the homebuyer/borrower and the lender, we can streamline the real estate transaction and offer discounted personal attorney fees. Effective communication is key in today's real estate market, and our office is committed to keeping you informed every step of the way. Contact the Law Offices of Melissa A. Tocha for a successful and enjoyable experience in the world of real estate. Please note that the information on this website is for general purposes only and should not be considered formal legal advice or the formation of an attorney/client relationship.

Morgan Stanley Financial Advisors is a renowned finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is the trusted choice for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.

Miller Gesko Inc is a finance institution located at 237 Main Street in Buffalo, New York, United States. Our specialized wealth and personal business management firm is dedicated to serving the affluent. We understand that each individual's journey is unique, which is why we believe in taking the time to truly listen and understand your goals and priorities before offering tailored wealth management solutions. At Miller Gesko Inc, we are committed to guiding you and your family towards financial success by creating a personalized strategy that aligns with your values and aspirations.

Florian Financial Group LLC is a finance institution located at 1825 Maple Road in Buffalo, New York, United States. With a strong focus on providing personalized financial services to individuals and businesses, Florian Financial Group LLC offers a wide range of financial solutions including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Florian Financial Group LLC can help you navigate the complexities of the financial world.

Troy & Banks is a reputable accounting and finance institution located at 2216 Kensington Avenue in Buffalo, New York. With a team of highly skilled professionals, Troy & Banks offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Clients can trust Troy & Banks to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you need help with budgeting, retirement planning, or estate planning, Troy & Banks is dedicated to providing top-notch service and guidance. Visit their office in Buffalo today to learn more about how they can help you secure a stable financial future.

O'Bannon & Davis is a finance institution located at 6265 Sheridan Drive in Buffalo, New York, United States. In a world of uncertainty, they are here to help you plan for your future. Whether you are thinking about next year, five years from now, or retirement, O'Bannon & Davis can assist you in finding the best path forward. They offer personalized service that goes beyond cookie cutter solutions, ensuring that your financial planning is tailored to your individual needs and goals. Take the first step towards a more secure financial future with O'Bannon & Davis.

Daniel J. Di Natale - Wilmington Advisors @ M&T is a reputable finance institution located at One Fountain Plaza in Buffalo, New York, United States. With a team of experienced financial advisors, they provide expert guidance and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Daniel J. Di Natale - Wilmington Advisors @ M&T is dedicated to providing top-notch financial services tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.

Amanda Marshall - UBS Financial Services Inc. is a reputable financial institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Amanda Marshall - UBS Financial Services Inc. is dedicated to providing personalized financial solutions and expert advice to help clients achieve their financial goals.

Theodore Reynolds - Wilmington Advisors @ M&T is a reputable finance institution located at 285 Delaware Avenue in Buffalo, New York, United States. With a focus on providing expert financial advice and services, they offer personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the team at Theodore Reynolds - Wilmington Advisors @ M&T is dedicated to helping you make informed decisions and secure your financial future.

Mercury Capital Partner LLC is a finance institution located at 726 Exchange Street in Buffalo, New York, United States. Specializing in investment management and financial advisory services, Mercury Capital Partner LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, the institution provides innovative strategies and expert guidance to navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Mercury Capital Partner LLC is dedicated to helping you succeed.

BNY Services is a reputable institution located at 237 Main Street in Buffalo, New York, United States. We are dedicated to providing top-notch services to our clients, including financial management, investment advice, and wealth planning. Our team of experienced professionals are committed to helping individuals and businesses achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, BNY Services is the go-to institution for all your financial needs.

Peter Spira - UBS Financial Services Inc. is a reputable financial institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in finance, they offer a wide range of services to help their clients achieve their financial goals. With a team of experienced professionals, Peter Spira - UBS Financial Services Inc. provides personalized financial solutions tailored to meet the unique needs of each individual. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Located at 125 Jewett Parkway in Buffalo, New York, the Frank Lloyd Wright's Martin House is a museum and tourist attraction that offers a virtual reality 3D experience for visitors. This National Historic Landmark was designed as the home for Buffalo executive Darwin D. Martin and now serves as a symbol of civic identity and cultural pride. The Martin House estate is also available for social celebrations, gatherings, and meetings, with event planning services to create a memorable experience for guests. Visitors can support the Martin House by becoming a member, attending fundraisers, supporting education programs, shopping in the store, or funding an art glass window. Contributions help to preserve, interpret, promote, and sustain the Martin House for future generations. Public funds from New York State, Erie County, and the City of Buffalo, along with generous donors and friends, support the mission and programs of the institution.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.

Welcome 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.