TOP 30 Estate planning advice in White Plains, New York

198 results found

Steven Solomon - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized and tailored solutions to help them achieve their financial goals. The team at Steven Solomon - UBS Financial Services Inc. is dedicated to providing exceptional customer service and guidance to ensure the success of their clients' financial portfolios.

MM Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a reputation for excellence and expertise in wealth management, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the dedicated team at MM Wealth Management - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs. Trust in their experience and knowledge to help you secure your financial future.

Merrill Lynch Financial Advisor Laura A Jimenez is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The BME Group, where Laura A Jimenez is a Senior Wealth Management Client Associate, believes in the power of relationships and personalized service. With over 100 years of combined wealth advisory experience, the team at The BME Group specializes in retirement planning, estate planning, wealth transfer, and business transition services. They use cutting-edge technology and tailored investment strategies to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. The team at The BME Group understands that no two clients are alike, which is why they prioritize getting to know each individual, their goals, risk tolerance, and priorities. They offer personalized financial strategies based on each client's unique needs and preferences. Through conversations and the Investment Personality Assessment, they aim to customize financial approaches to help clients pursue their most meaningful goals.

Merrill Lynch Financial Advisor Daniel Goldsmith is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Daniel Goldsmith can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Daniel Goldsmith believes in building strong relationships with clients by participating in community service and volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. By understanding your investment personality, Daniel Goldsmith can customize a financial approach to help you pursue what matters most to you. With a commitment to ongoing communication and adjustments to your financial approach as needed, Daniel Goldsmith is dedicated to helping you achieve your financial goals and navigate life's changes. Contact Daniel Goldsmith for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and priorities.

George Paul Kanas, CFP, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a team of highly qualified professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, George Paul Kanas and his team are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.

Mitchell WealthCare - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a commitment to providing top-notch financial services, they specialize in wealth management, investment planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Mitchell WealthCare - UBS Financial Services Inc. is the trusted partner you need.

Roger Matles - UBS Financial Services Inc. is a prestigious financial institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services, Roger Matles - UBS Financial Services Inc. offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering exceptional service and expert advice to clients, ensuring their financial success. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Roger Matles - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence and peace of mind.

The Dauti & DiSiena Group - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at The Dauti & DiSiena Group is dedicated to delivering personalized and tailored financial advice to individuals and businesses, ensuring that each client receives the attention and expertise they deserve. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Dauti & DiSiena Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Kevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.

Jeffrey N Allen CPA is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax planning or financial analysis, Jeffrey N Allen CPA is dedicated to helping you achieve your financial goals.

The A.R.M.S Tax Group is a finance institution located at 1426 White Plains Road in New York, United States. Specializing in tax services, the A.R.M.S Tax Group offers expert advice and assistance to individuals and businesses in navigating the complex world of taxes. With a team of experienced professionals, clients can trust in the A.R.M.S Tax Group to provide comprehensive and reliable tax solutions. Whether you need help with tax planning, preparation, or resolution, the A.R.M.S Tax Group is dedicated to helping you achieve financial success.

Morgan Bagg & Persons is a prestigious law firm located at 274 White Plains Road in Eastchester, New York. With a team of experienced and dedicated lawyers, we provide expert legal services to clients in a variety of practice areas. Our firm is committed to delivering personalized and effective representation to help our clients achieve their legal goals. Whether you are facing a complex legal issue or need guidance on a legal matter, Morgan Bagg & Persons is here to provide you with the support and expertise you need. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.

Welcome to Ferguson John J, your trusted legal partner in White Plains, New York. Conveniently located at 1 Alex Drive, our firm is dedicated to providing exceptional legal services to individuals and businesses in the community. With years of experience and a commitment to excellence, Ferguson John J specializes in a wide range of legal areas, ensuring that our clients receive comprehensive and personalized solutions tailored to their unique needs. At Ferguson John J, we understand that navigating the legal system can be daunting. Our team is here to guide you every step of the way, offering expert advice and representation with professionalism and integrity. Whether you require assistance with personal injury claims, family law matters, estate planning, or business litigation, we are here to advocate for your rights and help you achieve the best possible outcome.

Welcome to Andrew Greene & Associates PC, your trusted legal partner located in the heart of White Plains, New York. Situated at 202 Mamaroneck Avenue, our esteemed law firm is dedicated to providing top-notch legal services tailored to meet the unique needs of our clients. With a team of experienced and knowledgeable attorneys, we specialize in a wide range of legal areas, ensuring comprehensive and personalized solutions for individuals, families, and businesses alike. At Andrew Greene & Associates PC, we pride ourselves on our commitment to excellence, integrity, and client satisfaction. Our firm is well-versed in handling complex legal matters, offering expert guidance and representation in areas such as family law, real estate, estate planning, business law, and more. We understand that navigating the legal landscape can be daunting, which is why we strive to make the process as seamless and stress-free as possible.

Welcome to Szczesniak Andrew W, your trusted legal partner in White Plains, New York. Conveniently located at 222 Mamaroneck Avenue, our law office is dedicated to providing exceptional legal services with a personal touch. Led by Andrew W. Szczesniak, an experienced and compassionate attorney, we specialize in a wide range of legal areas to meet your unique needs. Our commitment is to guide you through complex legal matters with professionalism, integrity, and a client-focused approach. Whether you require assistance with family law, real estate transactions, or estate planning, we are here to offer expert advice and representation.

Welcome to Jeannine Padula Goche, Esq. Located in the heart of Eastchester, New York, Jeannine Padula Goche, Esq. offers expert legal services with a personal touch. Situated at 575 White Plains Road, our practice is dedicated to providing comprehensive legal solutions tailored to meet the unique needs of each client.

Welcome to Weisman & Calderon LLP, your trusted legal partners located in the heart of Scarsdale, New York. Situated at 670 White Plains Road, our firm is dedicated to providing exceptional legal services with a personal touch. At Weisman & Calderon LLP, we understand that navigating the legal landscape can be daunting, which is why our experienced team is committed to guiding you every step of the way. Our firm specializes in a wide range of legal areas, ensuring that we can meet the diverse needs of our clients. Whether you require assistance with family law, real estate transactions, business law, or estate planning, our skilled attorneys are here to provide expert advice and representation tailored to your unique situation.

Welcome to Bosworth, Gray & Fuller, your trusted Bronxville Estate Planning Attorneys and Westchester County Lawyers. Conveniently located at 116 Kraft Avenue, Bronxville, New York 10708, our firm has been dedicated to serving the legal needs of our community since 1967. At Bosworth, Gray & Fuller, we understand the importance of having a reliable and experienced attorney by your side, whether you're dealing with estate planning concerns or navigating the complexities of purchasing a home. Our team combines the expertise of a large New York law firm with the personalized service and affordability of a smaller practice, ensuring that your interests are zealously protected.