The 30 Best Estate planning and administration in New City, New York
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Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.
Hamilton Group
Welcome to Hamilton Group, your trusted partner in finance located in the heart of North Syracuse, New York. Situated at 100 Elwood Davis Road, we pride ourselves on providing exceptional financial services tailored to meet the unique needs of our clients. Our experienced team is dedicated to offering personalized solutions that empower individuals, businesses, and organizations to achieve their financial goals. Whether you’re seeking expert advice on investments, retirement planning, or financial management, Hamilton Group is committed to delivering reliable and insightful guidance. Discover how we can help you navigate the complexities of the financial world with confidence and ease. Visit us today and experience the difference of working with a team that truly values your financial success.
Green Lake Associates
Welcome to Green Lake Associates, your trusted partner in financial success, conveniently located at 397 New York 281, Tully, New York. At Green Lake Associates, we are dedicated to providing personalized financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment management, and wealth preservation. We pride ourselves on building long-lasting relationships with our clients, ensuring that each financial strategy is aligned with your goals and aspirations. Whether you're seeking advice on retirement planning, investment opportunities, or tax strategies, Green Lake Associates is here to offer expert guidance and support.
M&T Bank
Welcome to M&T Bank in Jamesville, your trusted partner in personal and business finance. Conveniently located at 6499 East Seneca Turnpike, our Jamesville branch is ready to serve your banking needs. Whether you’re looking to open a checking or savings account, apply for a mortgage, or explore credit card options, our experienced personal bankers are here to guide you every step of the way. Our branch offers 24/7 ATM services to ensure easy access to your funds whenever you need them. For business owners, our dedicated M&T Business Banking Specialists provide tailored solutions to help you start, grow, or manage your business effectively. With a wide range of products and services, we cater to businesses of all sizes.
Candace Pugh - Prudential Financial
Candace Pugh - Prudential Financial Welcome to Candace Pugh - Prudential Financial, your trusted partner in securing a prosperous financial future. Conveniently located at 5786 Widewaters Parkway, Syracuse, New York, we specialize in providing comprehensive financial and insurance services tailored to meet the unique needs of our clients.
Austin Dunyk - Prudential Financial
Welcome to Austin Dunyk - Prudential Financial, your trusted partner in financial planning and insurance services located at 5786 Widewaters Parkway, Syracuse, New York. We specialize in providing personalized financial solutions to help you achieve your goals and secure your future. Whether you're looking to invest for retirement, protect your assets, or plan for life's unexpected events, our team of experienced professionals is here to guide you every step of the way. At Austin Dunyk - Prudential Financial, we are committed to delivering exceptional service and expert advice tailored to meet your unique needs. Visit us today and take the first step towards financial peace of mind.
Kevin Zhang - Prudential Financial
Welcome to Kevin Zhang - Prudential Financial, your trusted partner in navigating the complexities of finance and insurance. Conveniently located at 5786 Widewaters Parkway, Syracuse, New York, our agency is committed to providing personalized financial solutions and comprehensive insurance services to meet your unique needs. With a focus on building long-term relationships, Kevin Zhang and his team offer expert guidance in wealth management, retirement planning, life insurance, and more. Whether you're planning for the future or seeking to protect your assets, we are here to ensure your financial security and peace of mind. Visit us today and discover how our professional expertise can help you achieve your financial goals.
Lisa McKenney - RBC Wealth Management Financial Advisor
Welcome to Lisa McKenney - RBC Wealth Management Financial Advisor, located at 5786 Widewaters Parkway, Syracuse, New York 13214. At our firm, we believe that the best financial strategies are those that are tailored to your unique goals and aspirations. Whether you're planning for retirement, saving for the future, or managing life's unexpected events, we are here to guide you every step of the way. Our personalized wealth management services provide you with a comprehensive view of your financial picture, accessible at your convenience. With RBC Wealth Management Online, you can monitor your progress, stay informed about market trends, and manage your finances securely from any device, 24/7.
Wells Fargo Advisors
Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management. Conveniently located at 5789 Widewaters Parkway in DeWitt, New York, we are committed to helping you achieve your financial goals with personalized advice and comprehensive wealth management services. Our team of experienced financial advisors is dedicated to understanding your unique needs and providing tailored solutions that align with your aspirations. Whether you're planning for retirement, saving for education, or looking to grow your investments, Wells Fargo Advisors offers a wide range of products and services designed to support your financial journey. Visit us today to discover how we can help you build a secure and prosperous future.
Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East, Vestal, New York. We are dedicated to providing expert financial guidance tailored to meet the unique needs of each client. Our comprehensive services encompass a broad spectrum of financial planning and wealth management strategies, ensuring that you receive personalized advice to achieve your financial goals. At Ryan Sondak - Financial Advisor, we pride ourselves on our extensive qualifications and commitment to ethical practices. Our team holds a variety of prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These designations reflect our expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and fiduciary practices, among others.
Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1550 Vestal Parkway East in Vestal, New York, Jonathon L Myers offers expert financial advisory services tailored to meet the diverse needs of individuals and businesses. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Jonathon holds multiple prestigious certifications that underscore his commitment to providing comprehensive financial solutions.
Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC, where we are committed to helping you achieve your financial goals. Located at 5700 Commons Park, East Syracuse, New York, our firm offers personalized financial planning services tailored to meet your unique needs. At Holley Cragg, we understand that each individual's financial journey is distinct. That's why we encourage you to review our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, we are here to guide you every step of the way.
Jessica Maureen Champion - Ameriprise Financial Services, LLC
Welcome to Jessica Maureen Champion - Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management located in East Syracuse, New York. At our office, we understand that every client has unique financial goals and aspirations. That's why we offer personalized financial advice tailored to meet your individual needs. Our team of Ameriprise advisors brings a wealth of experience and knowledge across various financial disciplines. We encourage you to explore our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your financial objectives. Whether you're planning for retirement, managing investments, or preparing for life's unexpected events, our advisors are here to guide you every step of the way.
Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management, conveniently located at 5750 Commons Park, East Syracuse, New York 13057, United States. Our mission is to provide personalized and comprehensive financial advice tailored to your unique needs and goals. Paul Coir is a distinguished financial advisor equipped with a broad array of certifications and expertise to guide you through every aspect of financial planning. With credentials such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul is committed to upholding the highest standards of ethics and professionalism in the industry.
Cary Posner - Prudential Financial
Welcome to Cary Posner - Prudential Financial, your trusted partner in financial planning and insurance services located in Endwell, New York. Situated at 3218 Watson Boulevard, our agency is dedicated to helping individuals, families, and businesses achieve their financial goals with confidence and security. With years of experience in the finance and insurance industry, Cary Posner and his team are committed to providing personalized solutions tailored to meet your unique needs. Whether you're planning for retirement, securing life insurance, or exploring investment opportunities, we offer a comprehensive range of services designed to guide you through every stage of your financial journey.
Historic Monsey Cemetery
Welcome to Historic Monsey Cemetery, a place of tranquility and remembrance located at 1 North Saddle River Road, Monsey, New York. As a cherished part of the community, our cemetery offers a serene and respectful environment for honoring loved ones. With its rich history and beautifully maintained grounds, Historic Monsey Cemetery provides a peaceful setting for reflection and commemoration. Our dedicated staff is committed to assisting families with compassion and care, ensuring that each memorial is a lasting tribute to those who have passed. Whether you are visiting to pay respects or explore the historical significance of our grounds, we invite you to experience the solemn beauty of Historic Monsey Cemetery.
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.
G Sr Cemetery
Welcome to G Sr Cemetery, a serene and sacred place of worship located at 178 Grasslands Road, Valhalla, New York. Nestled in a tranquil setting, G Sr Cemetery offers a peaceful environment for reflection, remembrance, and spiritual connection. Our grounds are meticulously maintained to provide a respectful and dignified space for honoring loved ones and celebrating life. Whether you are visiting to pay respects or seeking solace, our dedicated team is here to support you with compassion and understanding. We invite you to experience the tranquility and reverence that define G Sr Cemetery, where memories are cherished and legacies endure.
The Sovik Group
Welcome to The Sovik Group, your trusted partner for comprehensive health and insurance solutions in Cazenovia, New York. Located at 9 Albany Street, The Sovik Group is dedicated to providing personalized financial services that cater to your unique needs. Founded by Charlie Sovik in 2007, our agency specializes in Health, Life, Disability, and Medicare Insurance alongside a range of investment programs. With over three decades of experience in the financial sector, Charlie began his career in 1988 and has built a solid reputation as an independent financial representative, including 26 years with Leigh Baldwin & Co., LLC. As a 1989 graduate of St. Lawrence University with a major in Economics, Charlie brings a wealth of knowledge and expertise to the table. His commitment to fostering lasting relationships with clients and local business leaders throughout Central New York (CNY) is at the heart of our mission.
Orangetown Receiver of Taxes
Welcome to the Orangetown Receiver of Taxes, your dedicated local government office committed to serving the residents of Orangetown, New York. Conveniently located at 26 Orangeburg Road, Orangeburg, NY 10962, our office specializes in the efficient collection and management of property taxes for the community. We strive to provide exceptional service by ensuring transparency, accuracy, and timeliness in all tax-related matters. Our knowledgeable and friendly staff are here to assist you with any inquiries or concerns you may have regarding your property taxes. Whether you need information on payment options, tax deadlines, or require assistance with your tax bill, we are here to help. Visit us during our office hours or explore our website for more resources and information. At Orangetown Receiver of Taxes, we are committed to making the tax process as seamless and straightforward as possible for our valued residents.
M&T Bank
Welcome to M&T Bank, located at 750 Main Street, Niagara Falls, New York. As a trusted financial institution, we are dedicated to providing exceptional banking services to both individuals and businesses in the community. Our Main Cedar branch offers a comprehensive range of financial solutions tailored to meet your needs. For personal banking, our team is here to assist you with everything from opening a checking or savings account to applying for a mortgage, home equity line of credit, or auto loan. We also offer a variety of credit card options to suit your lifestyle. Our knowledgeable personal bankers are ready to guide you through the process, ensuring you find the best terms and rates.
Surrogates Court-Records
Welcome to Surrogates Court-Records, your trusted resource for accessing vital legal documents and services in White Plains, New York. Conveniently located at 111 Dr. Martin Luther King Blvd, our courthouse specializes in handling matters related to wills, estates, and probate proceedings. Our dedicated team is committed to providing efficient and professional assistance to help you navigate the complexities of estate administration and legal documentation. Whether you are looking to obtain records, file a petition, or seek guidance on estate matters, Surrogates Court-Records is here to support you with expertise and care. Visit us today to experience our commitment to serving the community with integrity and dedication.
Surrogates Court-Probate
Welcome to Surrogates Court-Probate, located at 111 Dr. Martin Luther King Junior Boulevard, White Plains, New York. As a dedicated courthouse, we specialize in handling probate matters and estate proceedings, ensuring that the distribution of assets and the management of estates are conducted with the utmost care and legal precision. Our experienced team is committed to providing compassionate and professional service to assist families and individuals during the probate process. Whether you are dealing with a will, estate administration, or related legal issues, Surrogates Court-Probate is here to guide you every step of the way. Visit us for reliable and respectful assistance in navigating the complexities of probate law.
M&T Bank ATM
Welcome to M&T Bank ATM on Military Road, Niagara Falls Located at 880 Military Road, Niagara Falls, New York 14304, M&T Bank is your trusted financial partner in the heart of Niagara Falls. Our Military Road branch offers a full range of banking services to meet your personal and business financial needs.
INTEGRITY FINANCIAL SERVICES
Welcome to Integrity Financial Services, your trusted partner in achieving financial success and security. Located in the heart of Wheatfield, New York, we are committed to providing personalized financial solutions that cater to the unique needs of our community. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning, investment management, and wealth preservation. At Integrity Financial Services, we believe in building long-term relationships with our clients based on trust, transparency, and integrity. Whether you're planning for retirement, saving for your child's education, or managing your investment portfolio, we offer a comprehensive range of services to help you reach your financial goals.
Beer Roger J CPA
Welcome to Beer Roger J CPA - Your Trusted Partner in Accounting and Finance Located at 1 West Fayette Street, Syracuse, New York, Beer Roger J CPA is a premier accounting and finance firm dedicated to helping clients achieve their financial goals. Our mission is to understand each client's unique objectives and provide innovative, practical counsel to deliver valued results. We pride ourselves on our ability to develop long-term relationships built on trust, understanding, and consistent high-quality service.
Karl Jacob, CPA/PFS, CFP , CDA
Welcome to Karl Jacob, CPA/PFS, CFP, CDA – your trusted partner in accounting and financial services located in the heart of Syracuse, New York. Situated at 221 South Warren Street, our firm is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses alike. At Karl Jacob, we pride ourselves on our commitment to excellence and integrity. With a team led by Karl Jacob, an experienced and certified professional in accounting, personal financial planning, and financial consulting, we strive to deliver tailored services that meet the unique needs of our clients. Our expertise spans a wide range of areas, including tax preparation and planning, investment advisory, retirement planning, estate planning, and comprehensive financial management.
Weiler Robert K
Welcome to Weiler Robert K, your trusted partner in accounting and finance solutions located at 110 West Fayette Street, Syracuse, New York. Our mission is to understand each client's unique goals and provide innovative and practical counsel to achieve valued results. We pride ourselves on building long-term relationships with our clients, rooted in trust and a deep understanding of their business and objectives. At Weiler Robert K, our team of expert attorneys are not only counselors and strategists but also dedicated advocates for our clients. We anticipate your needs and provide prompt, high-quality service that consistently delivers value. Our commitment to excellence is reflected in our recognition by The Best Lawyers in America®.
Zachary Damstetter - Wilmington Advisors @ M&T
Welcome to Zachary Damstetter - Wilmington Advisors @ M&T, your trusted partner in financial planning and advisory services, conveniently located at 3637 Delaware Avenue, Buffalo, New York. As a reputable financial advisory firm, we are committed to providing personalized financial solutions tailored to meet your unique needs and goals. Our team of experienced advisors is dedicated to guiding you through every step of your financial journey, whether you're planning for retirement, investing for the future, or managing your wealth. At Zachary Damstetter - Wilmington Advisors @ M&T, we pride ourselves on delivering exceptional service and expert advice to help you achieve financial success. Visit us today and discover how we can assist you in securing a prosperous future.
M&T Bank
Welcome to M&T Bank in Kenmore, New York! Conveniently located at 3637 Delaware Avenue, our Delaware Sheridan branch is here to meet all your banking and financial needs. Whether you're looking to open a checking or savings account, apply for a mortgage or auto loan, or find the right credit card, our dedicated personal bankers are ready to assist you every step of the way. Our branch offers a variety of services tailored to both personal and business banking. For entrepreneurs and small business owners, our M&T Business Banking Specialists provide solutions to help you start, grow, and manage your business effectively. We understand the unique challenges businesses face and offer products and services designed to address them.
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