The 30 Best Estate plan management in Long Beach, New York

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Jason Leberfeld - TD Wealth Relationship Manager is a finance institution located at 97-17 Rockaway Boulevard in New York, United States. As a seasoned relationship manager, Jason Leberfeld provides expert financial advice and personalized wealth management services to clients. With a strong focus on building long-lasting relationships, Jason helps individuals and businesses achieve their financial goals through strategic planning and investment solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Leberfeld is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Jason Leberfeld is a dedicated TD Wealth Relationship Manager located at 150-38 Northern Boulevard in New York, United States. Specializing in finance, Jason provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Jason is committed to delivering exceptional service and guidance in wealth management. Contact Jason Leberfeld today to start planning for a secure financial future.

Jason Leberfeld - TD Wealth Relationship Manager is a finance institution located at 214-32 Jamaica Avenue in New York, United States. As a Relationship Manager, Jason Leberfeld specializes in providing personalized financial advice and solutions to help clients achieve their financial goals. With expertise in wealth management, investment strategies, and financial planning, Jason Leberfeld is dedicated to building long-lasting relationships with clients and helping them navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Leberfeld is committed to providing expert guidance and exceptional service to help you succeed financially.

Income Tax Financial Planning is a leading accounting and finance institution located at 88-8 151st Avenue in New York, United States. Our team of expert professionals specializes in helping individuals and businesses navigate the complexities of income tax planning to maximize financial success. Whether you need assistance with tax preparation, investment strategies, or retirement planning, our dedicated staff is here to provide personalized guidance and support. Trust Income Tax Financial Planning to help you achieve your financial goals and secure a prosperous future.

Welcome to William J Walters Jr - North Fork, Long Island Realtor | Daniel Gale Sotheby's International Realty, your premier destination for exceptional real estate services in the heart of Greenport, New York. Located at 114 Main Street, our office is a hub for those seeking to navigate the vibrant North Fork real estate market with confidence and ease. Bill Walters stands as a cornerstone of the local real estate community, bringing deep-rooted insights and unparalleled expertise to every transaction. A native of North Fork with family ties dating back to the 1960s, Bill combines his intimate knowledge of the area with a robust educational foundation from Johnson & Wales University, where he earned a BA in Business Management with minors in International Business, Marketing, and B2B Selling.

Welcome to Patricia Cosmadelis, Real Estate, your trusted partner in residential real estate on Long Island's picturesque North Fork. Conveniently located at 28080 Main Road, Cutchogue, New York, our agency is dedicated to providing exceptional service to both buyers and sellers in the local community. With a strong foundation in Sales and Marketing Management from her 15-year career in Manhattan with a major airline, Patty has been a valuable part of Daniel Gale Sotheby's International Realty since 2008. Her professional demeanor, unwavering commitment to service, and meticulous attention to detail ensure a seamless and comforting experience throughout the emotional journey of buying or selling a home.

Welcome to Stoebe & Co. Real Estate, where expertise meets personalized service in the heart of Westhampton Beach, New York. Located at 51 Old Riverhead Road, our agency is led by the dynamic team of Gloria Scrocco, Vice President & Co-Founder, and Tom Stoebe, whose combined knowledge and dedication have made us a trusted name in the real estate industry. At Stoebe & Co., we specialize in creating seamless real estate experiences, whether you're buying, selling, or investing. Our portfolio includes unique properties such as homes with expansive acreage, barns, and other exclusive features that are increasingly rare on Long Island. Our clients consistently praise our ability to manage complex transactions with efficiency, honesty, and unparalleled attention to detail.

Latin Exclusive is a prestigious institution located in the heart of New York City, offering a range of services in finance, real estate, and travel. With a focus on luxury properties and exclusive destinations in Latin America and Southern Europe, Latin Exclusive is the go-to company for discerning clients looking for the ultimate in sophistication and comfort. From the vibrant streets of Brazil to the tranquil beaches of Mexico, Latin Exclusive showcases the best that these regions have to offer. Whether you are in search of a lavish villa, a secluded island retreat, or a historic castle, Latin Exclusive has the perfect property for you.

Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, located at 11412 Beach Channel Drive in New York, United States, offers a range of financial services and expertise to help individuals meet their financial goals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert Gargiulo is equipped to provide comprehensive financial planning tailored to the specific needs of each client. Whether it's retirement planning, estate planning, investment management, or insurance products, Robert Gargiulo is committed to upholding the highest standards of professionalism and ethics in serving clients. The institution also offers specialized certifications in areas such as divorce financial analysis, exit planning, special needs planning, and long-term care, ensuring that clients receive expert guidance in all aspects of their financial journey. With a focus on education, support, and personalized service, Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve financial security and peace of mind.

Edward Jones - Financial Advisor: Sean Wynne is a reputable finance institution located at 115-10 Beach Channel Drive in New York, United States. As a trusted financial advisor, Sean Wynne provides personalized 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: Sean Wynne is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Sean Wynne is committed to providing expert guidance and support every step of the way.

Jane Donnelly is a financial advisor at Ameriprise Financial Services, LLC located at 11412 Beach Channel Drive in New York, United States. With a focus on finance, Jane offers personalized financial advice and solutions to help clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus," so clients can find the right match for their needs. Clients can review Jane's background, credentials, and experience to ensure they are making the best choice for their financial future. By filling out the "Request consultation" form, clients can connect with Jane for a complimentary initial consultation to discuss their financial goals and create a personalized financial plan.

Mackoul Risk Solutions is an insurance agency located at 214 West Park Avenue in Long Beach, New York, United States. Specializing in real estate insurance, our experienced team is dedicated to guiding property owners and managers through the process of protecting their assets. We understand the importance of comprehensive insurance in preserving memories and building new ones. In today's uncertain economic climate, businesses cannot afford to go unprotected. We offer recommendations to improve coverage and reduce costs. Our expertise extends to selecting the right insurance plan for companies and employees, ensuring current and future needs are met. Life can be unpredictable, but you can rely on us to handle claims promptly and efficiently, with the goal of getting your life and business back to normal as quickly as possible. We offer a variety of insurance resources to help you understand the differences in coverage. Additionally, we provide educational programs for board members and property managers of community associations. With nearly 1,800 community associations insured in New York and New Jersey, we are committed to providing personalized service and support. Contact us at 1-866-MACKOUL or info@mackoul.com for assistance Monday through Friday from 9AM to 5PM ET.

Peknic Peknic Schaefer is a prestigious law firm located at 1005 West Beech Street in Long Beach, New York, United States. Specializing in various areas of law, including insurance defense, real estate, criminal law, corporate law, personal injury, wills & estates, estate administration, and recreation law. The firm was established in 2001 by brothers Brian and Charles Peknic, and later joined by partner Sean Schaefer in 2006. With offices in Long Beach and Queens, New York, the firm handles cases throughout the state and federal courts. The experienced attorneys at Peknic Peknic Schaefer provide excellent legal counsel to clients, representing major insurance carriers, self-insured companies, business entities, individuals, and more. Whether you need assistance with a personal injury claim, estate planning, real estate transaction, or criminal defense, the team at Peknic Peknic Schaefer is dedicated to providing top-notch legal services.

Leslie Martin Shamis Atty is a reputable law firm located at 64 West Park Avenue in Long Beach, New York, United States. Specializing in various legal matters, their experienced attorneys provide expert advice and representation to clients in need of legal assistance. With a commitment to excellence and a focus on achieving favorable outcomes for their clients, Leslie Martin Shamis Atty is a trusted choice for those seeking professional legal services in the Long Beach area.

Davoli and Associates Attorneys & Counselors at Law is a reputable law firm located at 342 North Long Beach Road in Rockville Centre, New York. Specializing in providing legal services and advice, their team of experienced lawyers are dedicated to helping clients navigate through a variety of legal matters. From personal injury cases to real estate transactions, Davoli and Associates are committed to providing top-notch legal representation and guidance. Contact them today for professional and reliable legal assistance.

Bright Bay Advisors LLC is a finance institution located at 232 West Bay Drive in Long Beach, New York. Our team of experienced financial advisors provides expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. Contact us today to schedule a consultation and see how Bright Bay Advisors LLC can help you secure your financial future.

The Pinnacle Financial Group is a leading finance institution located at 9 South Long Beach Road in the bustling town of Rockville Centre, New York. Our team of experienced professionals is dedicated to providing top-notch financial services and solutions to our clients. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help you reach your financial goals. Trust The Pinnacle Financial Group to guide you towards financial success and stability.

CB Global Enterprises LLC is a dynamic and innovative institution located at 3237 Long Beach Road in Oceanside, New York. As a leading player in the industry, we are committed to providing top-notch services and solutions to our clients. Our team of experienced professionals is dedicated to delivering exceptional results and exceeding expectations. Whether you are looking for real estate services, investment opportunities, or business consulting, CB Global Enterprises LLC has the expertise and resources to help you achieve your goals. Contact us today to learn more about how we can assist you in reaching your objectives.

Perrotto Private Wealth is a prestigious finance institution located at 156-25 95th Street in New York, United States. With a focus on providing personalized wealth management services, Perrotto Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax strategies. Clients can trust Perrotto Private Wealth to provide expert guidance and support in navigating the complexities of the financial world, ensuring a secure and prosperous future.

Weeks Cottage is a charming institution located at 21839 Storrs Road in the picturesque town of Sackets Harbor, New York. As a real estate agency, Weeks Cottage specializes in helping clients find their dream vacation homes or investment properties in the stunning surroundings of Sackets Harbor. Additionally, as a travel agency, Weeks Cottage can assist in planning unforgettable getaways to this beautiful region. With a team of experienced professionals and a dedication to exceptional customer service, Weeks Cottage is the perfect place to turn your real estate and travel dreams into reality.

Edward Jones - Financial Advisor: Kelly S Derer, CFP® is a trusted financial institution located at 242 West Park Avenue in Long Beach, New York. As a Certified Financial Planner, Kelly S Derer provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Kelly S Derer can help create a tailored financial plan that meets your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kelly S Derer, CFP® is committed to helping clients secure their financial future.

Joseph Ossandon - TD Wealth Financial Advisor is a reputable finance institution located at 247 Long Beach Road in Oceanside, New York, United States. As a trusted financial advisor, Joseph Ossandon provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, clients can trust Joseph Ossandon to provide expert financial guidance and advice. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Joseph Ossandon - TD Wealth Financial Advisor is dedicated to helping you secure your financial future.

Stephen Schultz - Prudential Financial is a reputable finance and insurance agency located in New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to assist you every step of the way. Visit us at 82-12 151st Avenue to learn more about how we can help you secure your financial future.

Hamlet Investment Services is a leading finance institution located at 899 West Beech Street in Long Beach, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment goals through personalized financial planning and wealth management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hamlet Investment Services is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a strong financial future.

Michael A Bernabeo Park Avenue is a renowned finance institution located at 24 East Park Avenue in Long Beach, New York. With a strong reputation for providing expert financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, our personalized approach ensures that each client receives tailored advice and guidance. Visit us today to experience the difference that Michael A Bernabeo Park Avenue can make in your financial journey.

The Pinnacle Financial Group, led by Joseph Esposito, is a prominent finance institution located at 9 South Long Beach Road in Rockville Centre, New York. With a strong focus on providing personalized financial solutions, the team at Pinnacle Financial Group works closely with clients to help them achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, the experienced professionals at Pinnacle Financial Group are dedicated to helping you navigate the complex world of finance with confidence and ease. Visit us today to learn more about how we can help you secure your financial future.

Clark & Betancourt, Inc. is a reputable accounting and finance institution located at 1009 West Beech Street in Long Beach, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Clark & Betancourt, Inc. to provide expert advice and personalized solutions to help them achieve their financial goals.

H&R Block is a renowned accounting and finance institution located at 46 East Park Avenue in Long Beach, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience top-notch financial services tailored to your specific needs.

H&R Block is a well-known accounting and finance institution located at 3446A Long Beach Road in Oceanside, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of accounting assistance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit their office today for expert financial guidance and support.

55 Monroe Boulevard Owners Corporation is a reputable real estate agency located at 55 Monroe Boulevard in Long Beach, New York, United States. Our dedicated team of professionals is committed to providing top-notch services to assist clients in buying, selling, and renting properties in the area. With years of experience and expertise in the real estate market, we strive to ensure a smooth and successful transaction for all parties involved. Contact us today to learn more about our services and how we can help you achieve your real estate goals.