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TOP 30 Estate planning advice in Syosset, NY
11 results found
Search for local businesses, places and services near you
Sagemark Consulting
Sagemark Consulting, located at 6900 West Jericho Turnpike in Syosset, New York, is a division of Lincoln Financial Advisors. Our team of financial professionals is dedicated to building long-lasting relationships with clients, offering a wide range of products and specialized support. We provide personalized solutions and fee-based financial planning services to help individuals and business owners create estate, business succession, retirement, and financial plans. As an independent broker-dealer, we adhere to high standards of conduct and transparency. You can find important information about our services, fees, conflicts of interest, and disciplinary history in our Form CRS - Customer Relationship Summary. We encourage you to use FINRA's free tool to research financial professionals and firms.
Nichols & Cane PLLC
Nichols & Cane PLLC is a reputable law firm located at 314 Jackson Avenue in Syosset, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Whether you are in need of assistance with a personal injury case, real estate transaction, or business dispute, Nichols & Cane PLLC is here to help. Our commitment to excellence and personalized approach to each case sets us apart from other law firms. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Economou Economou PC
Economou Economou PC is a reputable law firm located at 85 Cold Spring Road in Syosset, New York. With a team of experienced attorneys, they specialize in a wide range of legal services including business law, real estate law, estate planning, and litigation. Clients can expect personalized attention and expert advice to help navigate complex legal matters. Whether you are a business owner, homeowner, or individual seeking legal counsel, Economou Economou PC is dedicated to providing top-notch representation and achieving the best possible outcomes for their clients.
O'Rourke Seaman LLP
O'Rourke Seaman LLP is a prestigious law firm located at 6800 Jericho Turnpike in Syosset, New York. Specializing in various areas of law, the experienced attorneys at O'Rourke Seaman LLP provide expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, this firm is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, O'Rourke Seaman LLP is here to help. Trust in their expertise and professionalism to navigate the complexities of the legal system and protect your rights.
Chin Linda
Chin Linda is a reputable law firm located at 6900 Jericho Turnpike in Syosset, New York. Specializing in various areas of law, the institution is dedicated to providing top-notch legal services to clients in need of expert representation. With a team of experienced and knowledgeable lawyers, Chin Linda is committed to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, Chin Linda is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Heritage Financial Solutions
Heritage Financial Solutions is a leading financial institution located at 40 Underhill Boulevard in Syosset, New York. Specializing in providing comprehensive financial services, Heritage Financial Solutions offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial professionals, the institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances. Whether you're looking to invest, plan for retirement, or manage your wealth, Heritage Financial Solutions is committed to helping you secure a strong financial future.
Jacob B Salomon - Financial Advisor, Ameriprise Financial Services, LLC
Jacob B Salomon is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. Jacob holds several prestigious 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 Jacob's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jacob is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Contact Jacob B Salomon for expert financial advice and personalized wealth management solutions.
Sandeep Israni - Financial Advisor, Ameriprise Financial Services, LLC
Sandeep Israni is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. Sandeep Israni 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®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Sandeep Israni specializes in providing financial advice to individuals and businesses, with expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to excellence and a strong code of ethics, Sandeep Israni is dedicated to helping clients achieve their financial goals and secure their financial future.
Xavier Allen - Associate Financial Advisor, Ameriprise Financial Services, LLC
Xavier Allen is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6900 Jericho Turnpike in Syosset, New York, United States. Xavier holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Xavier's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Additionally, Xavier is trained in behavioral finance, philanthropy, annuities, and special needs planning. With a commitment to ethical practices and continued education, Xavier Allen provides comprehensive financial advice and services to clients, helping them achieve their financial goals and secure their financial future.
Barry K. Honigman
Welcome to Barry K. Honigman, Attorney at Law, your trusted partner in business and life planning. Located at 225 Old Country Road, Melville, New York, our professional NY law firm has been dedicated to assisting clients with comprehensive succession and estate planning for over 40 years. Led by Barry K. Honigman, a seasoned attorney and Certified Public Accountant, we provide peace of mind by expertly organizing your affairs and resolving legal issues with precision and care. Our boutique-style firm offers the personalized attention of a small practice while delivering the extensive resources typically found in larger firms. We cater to a diverse clientele, from corporate principals and small business owners to individuals focused on family security. Mr. Honigman is renowned for his responsiveness and tailored approach, ensuring each client's unique needs are met with clear advice and detailed legal strategies.
Century 21 Milestone Realty
Welcome to CENTURY 21 Milestone Realty, your premier real estate agency located at 148-31 Hillside Avenue, Queens, New York. As proud members of the world's largest real estate organization, Century21 Real Estate LLC, we are committed to helping you achieve your real estate dreams with unmatched expertise and dedication. Founded in May 2001 by Principle Broker John Ma and Broker Victor Banks, CENTURY 21 Milestone Realty is built on over 60 years of combined real estate experience. Our team consists of more than 85 full-time sales agents who are passionate about guiding you through every step of the buying or selling process. Whether you're a first-time buyer or a seasoned seller, we promise to work tirelessly to meet your needs and exceed your expectations.
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