Estate and tax planning in Pleasantville, New York

Financial Planning Services at The Financial Gym, located at 1077 Pleasantville Road in Briarcliff Manor, New York, offers personalized financial planning and coaching to help individuals achieve their financial goals. Our team of experienced professionals provide guidance on budgeting, saving, investing, and more to help clients build a strong financial foundation. Whether you're looking to buy a home, save for retirement, or pay off debt, our services can help you navigate the complex world of finance with confidence. Visit us today to start your journey towards financial fitness.

Welcome to Pleasantville Assessor, your trusted local government office specializing in accounting and finance services for the Pleasantville community. Conveniently located at 80 Wheeler Avenue, Pleasantville, New York 10570, we are dedicated to providing accurate and efficient assessment services to ensure fair property valuations and transparent financial operations. At Pleasantville Assessor, we pride ourselves on our commitment to serving the residents and businesses of Pleasantville with integrity and professionalism. Our experienced team is here to assist you with property assessments, tax inquiries, and other financial matters, offering expert guidance to help you navigate the complexities of local taxation and valuation processes.

Hudson Financial Services Inc is a leading finance institution located at 1249 Pleasantville Road in Briarcliff Manor, New York. With a strong commitment to providing top-notch financial services to individuals and businesses, Hudson Financial Services Inc offers a wide range of financial solutions including investment management, retirement planning, estate planning, and insurance services. Our team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Hudson Financial Services Inc can help you reach your financial objectives.

Chris Larkin - GrandView Insurance & Financial Services is a renowned LPL Financial Advisor located at 444 Bedford Road in Pleasantville, New York. As a leading finance and insurance agency, we provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, our team is dedicated to providing top-notch service and comprehensive financial planning. Contact us today to start securing your financial future with confidence.

Kluge Financial Group LLC is a renowned finance institution located at 520 Bedford Road in Pleasantville, New York, United States. With a team of experienced financial experts, Kluge Financial Group LLC offers a wide range of financial services including investment management, retirement planning, tax strategies, and wealth preservation. Whether you are an individual looking to secure your financial future or a business seeking expert financial advice, Kluge Financial Group LLC is dedicated to helping you achieve your financial goals.

Zachary Norman, a financial advisor at Ameriprise Financial Services, LLC in Pleasantville, New York, provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Zachary Norman offers tailored investment strategies, retirement planning, estate planning, and more. Located at 427 Bedford Road, Zachary Norman is dedicated to helping individuals and families make informed decisions about their financial future.

Eric P Nachman - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Eric P Nachman is equipped to assist individuals with various financial needs. From asset management to retirement planning, estate planning to investment opportunities, Eric P Nachman provides personalized and comprehensive financial advice. Whether you are a retiree, small business owner, high net worth individual, or someone in need of specialized financial planning, Eric P Nachman has the knowledge and experience to help you achieve your financial goals. Contact Eric P Nachman - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert financial guidance and support.

Darrel Upson - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 427 Bedford Road, Pleasantville, New York, United States. As a recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or major purchases. We provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Our team at Hudson Peak Wealth Advisors is dedicated to helping you track your progress towards your financial goals and adjusting your plan as life changes. With secure online access to your accounts, you can easily monitor your investments and progress. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Darrel Upson is registered to conduct securities business in certain states. Let's meet to discuss your financial goals and create a plan for a more confident financial future.

David M Kleiner is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 555 Pleasantville Road, Briarcliff Manor, New York, United States. David holds various certifications and designations 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 David's expertise in areas such as wealth management, estate planning, retirement planning, investment management, and financial planning for special needs families and military personnel. As a Private Wealth Advisor, David provides comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, David is dedicated to helping clients achieve their financial goals and secure their financial futures.

Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. Jared D Lynne 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jared D Lynne's commitment to providing comprehensive and specialized financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, Jared D Lynne has the knowledge and expertise to help you achieve your financial goals. Contact Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC for personalized and professional financial advice.

Paradigm Wealth - Ameriprise Financial Services, LLC is a finance institution located at 427 Bedford Road, Pleasantville, New York, United States. They offer financial planning services and investment advice to help clients achieve their financial goals. Their team of Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure client satisfaction and security. The institution provides an initial consultation to discuss individual financial needs and offers insights on stock market trends and investment opportunities. Clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC to guide them towards a secure financial future.

Danielle Guilderson - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Danielle provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings are held to review progress, adjust strategies as life changes, and track progress towards goals. Clients have secure access to their investments and accounts from any device. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts. Please note that written analysis and recommendations are not provided during this consultation. Ameriprise Financial Services, LLC cannot guarantee future financial results.

Ann Herrero is a financial advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. Ann Herrero 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 Ann Herrero's expertise in various areas of finance including asset management, retirement planning, estate planning, and investment strategies. Clients can trust Ann Herrero to provide comprehensive and personalized financial advice tailored to their individual needs.

Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC. As a finance institution, they specialize in providing comprehensive wealth management services to individuals, families, and businesses. Their team of experienced financial advisors work closely with clients to create personalized financial plans tailored to their unique goals and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hudson Peak Wealth Advisors is dedicated to helping you achieve financial success.

Bell & Leggio LLP is a reputable accounting and finance firm located at 54 Wheeler Avenue in Pleasantville, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, financial planning, auditing, and more. Whether you need help with your personal finances or your business accounts, Bell & Leggio LLP is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Harvey Ginsberg & Co CPA's, P.C. is a reputable accounting and finance institution located at 555 Pleasantville Road in Briarcliff Manor, New York, United States. With a team of experienced certified public accountants, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting to individuals and businesses. Our commitment to excellence and personalized attention to our clients' needs sets us apart in the industry. Trust Harvey Ginsberg & Co CPA's, P.C. for all your accounting and financial needs.

Meyer & Spencer, PC is a renowned law firm located at 390 Bedford Road in Pleasantville, New York. Specializing in estate planning, trusts, elder law, Medicaid planning, real estate transactions, probate, and more, our experienced attorneys provide personalized attention to each client. With over 50 years of combined experience, our team is dedicated to helping clients navigate life's changes and ensure financial security for themselves and their families. From simple wills to complex trusts, we offer tailored legal advice to meet your unique needs. Serving clients in Westchester, Putnam, Rockland, Orange, Dutchess, Bronx, and New York counties, we are committed to making a meaningful difference in the lives of our clients and their loved ones. Contact us today to schedule a consultation with one of our Westchester & Putnam County estate planning lawyers.

Gullotta & Shilinski, LLP is a prestigious law firm located at 427 Bedford Road in Pleasantville, New York. With a team of experienced lawyers, they offer a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, and estate planning, Gullotta & Shilinski, LLP is dedicated to providing top-notch legal representation and personalized attention to each and every client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust the professionals at Gullotta & Shilinski, LLP to provide expert advice and advocacy.

D' Agostino Law Office, PC is a law firm located at 427 Bedford Road in Pleasantville, New York. They also have a second office located at 200 Mamaroneck Ave Ste 500 in White Plains, NY. Specializing in legal services, the firm is dedicated to providing expert advice and representation to their clients. With a team of experienced lawyers, D' Agostino Law Office, PC is committed to helping individuals navigate through legal matters with professionalism and integrity. The firm is known for their personalized approach and dedication to achieving the best possible outcome for their clients.

The Law Office of Kory Salomone, PC is a reputable legal firm located at 501 Marble Avenue in Pleasantville, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Kory Salomone and his team provide expert legal representation to clients throughout the United States. With a commitment to delivering personalized and effective legal solutions, the firm has earned a reputation for excellence in the legal community. Contact The Law Office of Kory Salomone, PC for skilled and dedicated legal assistance.

Joseph Femia is a Financial Advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Joseph Femia is dedicated to providing expert financial advice to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Joseph Femia is committed to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for divorce or special needs situations, Joseph Femia has the expertise to guide you through complex financial decisions. With a strong focus on ethics and professionalism, Joseph Femia is a trusted advisor in the field of finance.

The Law Offices of Natalie S. Felsenfeld PLLC is a reputable legal firm located at 15 Pleasantville Road in Ossining, New York. Specializing in a wide range of legal services, including family law, estate planning, real estate transactions, and more, our experienced team is dedicated to providing top-notch legal representation to clients in the United States. With a focus on personalized attention and exceptional client service, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

White & Williams LLP is a prestigious law firm located at 427 Bedford Road in Pleasantville, New York, United States. With a reputation for excellence and a commitment to providing top-tier legal services, the firm has been serving clients for many years. Specializing in a wide range of practice areas including corporate law, litigation, real estate, and more, the experienced team of attorneys at White & Williams LLP are dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a complex transaction, White & Williams LLP is here to help. Contact them today to learn more about how they can assist you with your legal needs.

Elia & Curran LLC is a reputable law firm located at 427 Bedford Road in Pleasantville, New York. With a team of experienced attorneys, they specialize in a variety of legal services including real estate law, estate planning, and business law. Their dedication to providing personalized and professional service to each client sets them apart from other law firms in the area. Whether you are in need of legal advice for a real estate transaction or assistance with creating a comprehensive estate plan, Elia & Curran LLC is committed to helping you navigate the legal process with ease and confidence. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Timber Point Capital Management is a finance institution located at 555 Pleasantville Road in Briarcliff Manor, New York. With a focus on providing expert financial management services, Timber Point Capital Management is dedicated to helping clients achieve their financial goals. The institution offers a range of services including investment management, financial planning, and risk management strategies. With a team of experienced professionals, Timber Point Capital Management is committed to providing personalized and tailored solutions to meet the unique needs of each client. Visit their office in Briarcliff Manor to learn more about how Timber Point Capital Management can help you secure your financial future.

O'Neill & Noel is a reputable accounting and finance institution located at 427 Bedford Road in Pleasantville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, O'Neill & Noel is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.

Welcome to Harris Alan J, your trusted legal partner located in the heart of Pleasantville, New York. Situated at 427 Manville Road, our law firm is dedicated to providing comprehensive legal services with a personal touch. Specializing in a wide range of legal areas, we are committed to offering expert advice and representation tailored to meet your unique needs. Whether you're seeking assistance with family law, estate planning, real estate, or any other legal matter, our experienced team is here to guide you every step of the way. At Harris Alan J, we pride ourselves on our strong client relationships and our steadfast commitment to achieving the best possible outcomes. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Welcome to Martineau & Martineau, your trusted legal partners located at 444 Bedford Road, Pleasantville, New York. As a distinguished law firm, we are committed to providing exceptional legal services tailored to meet the unique needs of our clients. At Martineau & Martineau, we specialize in a wide range of legal areas, ensuring that you receive comprehensive support and expert guidance in every aspect of your legal journey. Our team of experienced attorneys is dedicated to upholding the highest standards of professionalism and integrity. We take pride in offering personalized attention and strategic solutions to help you navigate the complexities of the legal system with confidence. Whether you require assistance with family law, real estate transactions, business law, or any other legal matter, we are here to advocate for your best interests.

Welcome to Astor Lane Realty, your premier destination for all your real estate needs in Westchester County, New York. Located at 531 Central Park Avenue in the charming town of Scarsdale, we pride ourselves on being the best resource for buying or selling homes in the local market. Whether you’re searching for a cozy condo, sprawling estate, or a promising investment property, our website offers the most comprehensive and user-friendly real estate search tools available. Updated every 15 minutes directly from the official Realtor®'s database, you can trust that the information you find is current and reliable. Our website not only allows you to save searches and receive daily alerts about new listings and price changes, but it also offers an Interactive Map Search. This feature enables you to view properties on a map, or refine your search by drawing boundaries around your desired area. Curious about the market trends in your neighborhood? Create a custom market report to see what's active, under contract, and sold near you.