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TOP 30 Estate planning and asset protection in New York, NY
424 results found
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Artisan Law
Artisan Law, located at 57 West 57th Street in New York, is a trusted institution offering legal services to help individuals protect their legacy. Whether you need assistance with creating a will, setting up an advance healthcare directive, or managing your intellectual property rights, Artisan Law is here to guide you through the process. With a focus on estate planning, Artisan Law understands the importance of safeguarding your assets and ensuring that your loved ones are taken care of in the event of unforeseen circumstances. Their team of experienced attorneys can provide personalized advice on how to protect and grow your business, navigate legal challenges, and plan for the future.
Lenza Law Firm, PLLC
Lenza Law Firm, PLLC is a reputable institution located at 303 South Avenue in New York, United States. Specializing in estate planning, elder law, and Medicaid planning, this firm is dedicated to providing top-notch legal advice in Staten Island. With a focus on Elder Law, Probate, Estate Administration, Estate Planning, and Medicaid Asset Protection, Lenza Law Firm, PLLC is committed to helping clients navigate complex legal issues with ease. The team at Lenza Law Firm, PLLC is comprised of experienced attorneys and staff who strive to keep clients informed and prepared throughout the estate planning, administration, and real estate processes. By offering personalized services tailored to individual needs, this firm ensures that every client receives the attention and support they deserve.
Law Offices of Leo Mikityanskiy, P.C.
The Law Offices of Leo Mikityanskiy, P.C. is a reputable institution located at 2801 Emmons Avenue, New York, United States. Specializing in estate planning, family law, intellectual property, patents, trademarks, and business law, our experienced team of lawyers provides comprehensive legal services to help clients navigate the complexities of the legal world. Our estate planning services, led by Attorney Leo Mikityanskiy, include establishing wills, trusts, and estate plans to ensure assets are distributed according to clients' wishes and provide asset protection from creditors. As a Registered Patent Attorney, Leo brings a unique perspective to intellectual property and business law matters, with experience in both law and engineering.
Schwartsman Law Group PLLC
Schwartsman Law Group PLLC, located at 2102 Avenue Z in New York, United States, offers comprehensive personal planning services for individuals, families, and businesses, as well as representation for fiduciaries. The firm specializes in estate administration, including probate, post-mortem tax elections, allocations, distributions, and accountings. They provide meticulous assets protection planning to safeguard wealth from potential risks and uncertainties. Estate planning, a crucial step in securing your legacy and providing for your loved ones' future, involves creating a strategy to manage and distribute assets in the event of incapacity or death. The firm also assists with trusts, which are legal entities holding assets for beneficiaries, offering greater control over asset management and distribution.
Law Office of Robert J. Maher, PC
The Law Office of Robert J. Maher, PC is a leading immigration and estate planning firm located at 52 Duane Street in New York City. Our dedicated attorneys provide compassionate and competent legal assistance to immigrants and their families, ensuring they receive the best representation and guidance. Specializing in immigration law, we offer solutions for entry, status adjustments, employment-based immigration, and removal proceedings defense. Additionally, we assist clients in creating comprehensive estate plans to protect their assets and loved ones through wills, trusts, and guardianship documents. With expertise in federal courts and immigration waiver applications, we strive to achieve favorable outcomes for our clients. Whether you are seeking citizenship, fleeing persecution, or navigating immigration issues as a foreign juvenile, our experienced team is here to help. Trust the Law Office of Robert J. Maher, PC for all your immigration and estate planning needs.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a renowned finance institution located at 1221 6th Avenue in New York, New York, United States. With a team of experienced and knowledgeable financial advisors, they provide top-notch wealth management services to clients looking to grow and protect their assets. Whether you are planning for retirement, investing in the stock market, or seeking advice on estate planning, Morgan Stanley Financial Advisors can help you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the competitive world of finance.
Select Wealth Partners
Select Wealth Partners is a leading finance institution located at 3 North William Street in Pearl River, New York. Our team of experienced wealth management professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Select Wealth Partners is committed to providing top-tier service and guidance every step of the way. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Maurice Eskenazi
Merrill Lynch Financial Advisor Maurice Eskenazi is a renowned financial institution located at 75 Rockefeller Plaza in New York, New York, United States. With a wealth of experience and expertise in the finance industry, Maurice Eskenazi provides top-notch financial advisory services to clients looking to grow and protect their wealth. Whether you are seeking investment advice, retirement planning, or wealth management services, Merrill Lynch Financial Advisor Maurice Eskenazi is dedicated to helping clients achieve their financial goals. Visit their office today to start your journey towards financial success.
Sonyalis Marrone: Primerica - Financial Services
Sonyalis Marrone: Primerica - Financial Services is a finance and insurance agency located at 570 Taxter Road in Elmsford, New York, United States. This institution provides a range of financial services to help individuals and families achieve their financial goals. Whether it's planning for retirement, investing for the future, or protecting loved ones with insurance, Sonyalis Marrone and her team are dedicated to providing personalized solutions tailored to each client's needs. With a commitment to financial education and empowerment, Sonyalis Marrone: Primerica - Financial Services is a trusted partner in helping clients secure their financial future.
Security Mutual Life Insurance Co
Security Mutual Life Insurance Co is an insurance agency located at 55 Broadway, New York, United States. Interested in joining their team? Explore career opportunities with Security Mutual Life. They provide valuable insights on financial planning through their ClientLine®, covering topics such as estate planning, tax issues, and business marketing ideas. With a focus on helping policyholders achieve long-term financial security, Security Mutual offers tools, products, and solutions tailored to individual needs. Stay informed with their SML Planning Minute Podcast, where they discuss important financial topics such as combating identity theft, concerns about generation Z's spending habits, and protecting assets before getting re-married. Security Mutual also gives back to the community by securing grants for local charitable organizations. Contact them at 1-800-346-7171 for more information.
Joseph P Lucia & Associates LLC
Joseph P. Lucia & Associates, LLC is a finance institution located at 3505 Hill Boulevard in Yorktown Heights, New York, United States. As an independent financial advisory firm, they prioritize the best interests of their clients above all else. They offer personalized portfolio creation based on individual needs and investment goals, utilizing the stability and service of Charles Schwab Institutional as their custodian. With a focus on unbiased relationships and the highest standards of care, they provide ongoing collaboration and innovative strategies to help clients achieve their financial goals. Their team of experienced financial professionals and access to cutting-edge technologies ensure that clients receive exceptional service and objective financial planning. Recognized for their outstanding service, Joseph P. Lucia & Associates, LLC is dedicated to enriching the lives of their clients and helping them stay focused on their financial journey. They look forward to building long-term relationships with clients and helping them reach their financial dreams. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Awards received by the firm were based on merit and not paid for.
Bequestate
Bequestate is a leading finance institution located at 141 Flushing Avenue in New York, United States. Specializing in wealth management and estate planning, Bequestate offers personalized financial solutions to help clients achieve their long-term financial goals. With a team of experienced professionals, Bequestate provides expert advice and guidance to help clients navigate the complexities of financial planning. Whether you are looking to grow your assets, protect your wealth, or plan for the future, Bequestate is dedicated to helping you secure a prosperous financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a renowned financial institution located at 10 Teleport Drive in New York, United States. Specializing in wealth management services, Merrill Lynch provides comprehensive financial planning, investment advice, and portfolio management to help clients achieve their financial goals. With a team of experienced financial advisors and a wide range of investment options, Merrill Lynch is dedicated to helping individuals and families grow and protect their wealth for the long term.
Chera Wealth Management - Osaic Affiliate Firm
Chera Wealth Management - Osaic Affiliate Firm is a leading finance institution located at 8302 13th Avenue in New York, United States. Specializing in wealth management services, this firm offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Chera Wealth Management provides expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, investing for the future, or seeking to maximize your wealth, Chera Wealth Management can help you navigate the complex world of finance with confidence and peace of mind.
Kevin J Mulqueen, Financial Advisor - Eagle Strategies
Kevin J Mulqueen, Financial Advisor at Eagle Strategies, is a trusted financial institution located at 460 Temple Hill Road in New Windsor, New York. Specializing in providing personalized financial planning and wealth management services, Kevin J Mulqueen and his team are dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships with clients, they offer a comprehensive range of financial services, including investment planning, retirement planning, estate planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Kevin J Mulqueen, Financial Advisor at Eagle Strategies, is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Rob Rosato - TD Wealth Financial Advisor
Rob Rosato - TD Wealth Financial Advisor is a leading financial institution located in the heart of New York City. As a trusted advisor, Rob Rosato provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Rob offers expert advice and guidance on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Rob Rosato - TD Wealth Financial Advisor is dedicated to helping you secure a sound financial future. Visit us at 582-586 9th Avenue, New York, New York, to learn more about our comprehensive financial services.
Jordan Bastien - RBC Wealth Management Financial Advisor
Jordan Bastien - RBC Wealth Management Financial Advisor is a renowned financial institution located in the heart of New York City. Specializing in wealth management services, Jordan Bastien and his team provide expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong reputation for excellence in the finance industry, this institution is dedicated to helping individuals and families build and protect their wealth for the future. Visit their office at 1211 6th Avenue to learn more about their services and how they can help you secure your financial future.
Edward Jones - Financial Advisor: Tony Shaw
Edward Jones - Financial Advisor: Tony Shaw is a reputable financial institution located at 21 West 120th Street in New York, New York, United States. Specializing in providing personalized financial advice and guidance, Tony Shaw and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Edward Jones - Financial Advisor: Tony Shaw is committed to providing tailored solutions to meet your individual needs.
Prudential Financial
Prudential Financial is a renowned finance and insurance agency located at 60 Dutch Hill Road in Orangeburg, New York, United States. With a strong reputation for providing comprehensive financial services and insurance solutions, Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a commitment to excellence and customer satisfaction, Prudential Financial is a trusted partner for all your financial and insurance needs.
Merrill Lynch Financial Advisor Daniel J Madonia
Merrill Lynch Financial Advisor Daniel J Madonia, located at 225 Liberty Street in New York, United States, is part of The BMV Group, a team of experienced Wealth Management Advisors dedicated to providing valuable guidance and insight to their clients. With almost 150 years of combined experience, the team focuses on serving affluent individuals, business owners, sports and entertainment professionals, and those navigating major financial events. The team's mission is to identify risks, protect individual goals, and offer tailored strategies to meet the specific needs of each client. Services include investment portfolio risk assessment, retirement planning, estate planning, and more. The team is committed to building strong client relationships based on trust and personalized service, and has received recognition from financial industry publications such as Forbes for their exemplary client service. With access to the global resources of Merrill, the team works to help clients achieve their financial goals through personalized investment approaches. Whether you are looking to plan for retirement, manage your wealth, or navigate financial changes, Merrill Lynch Financial Advisor Daniel J Madonia and The BMV Group are dedicated to helping you achieve your goals."
Paul Berkman - Financial Advisor, Ameriprise Financial Services, LLC
Paul Berkman, a financial advisor at Ameriprise Financial Services, LLC, located at 767 3rd Avenue in New York, New York, is dedicated to helping clients prepare for their financial goals. With a focus on personalized advice, Paul takes the time to understand what matters most to each individual, whether it's saving for college, planning for retirement, or making smart investments. By offering tailored financial advice, clients can feel more confident and in control of their financial future. Paul Berkman is committed to helping clients navigate the complexities of investing, understanding that risk and reward are closely linked. By assessing risk tolerance and creating a customized investment strategy, clients can make informed decisions about their financial portfolios. Paul is registered in states where he can conduct securities business, and clients can find more information on his qualifications through FINRA's BrokerCheck website.
Winged Keel Group
The Winged Keel Group is a prominent insurance agency located at 60 East 42nd Street in New York, New York, United States. With a strong focus on providing tailored insurance solutions for high-net-worth individuals and families, the Winged Keel Group is known for its expertise in complex risk management and wealth preservation strategies. Their team of experienced professionals is dedicated to delivering personalized service and innovative insurance solutions to meet the unique needs of their clients. Whether it's life insurance, estate planning, or business succession planning, the Winged Keel Group is committed to helping their clients protect and grow their assets for future generations.
Northwestern Mutual - The Milano Financial Group
Northwestern Mutual - The Milano Financial Group is a reputable financial institution located at 1602 Richmond Road in New York, United States. Specializing in providing financial planning and investment services, they are dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced financial advisors, they offer personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Northwestern Mutual - The Milano Financial Group is committed to providing expert guidance and support every step of the way.
Ashley Elezi - TD Wealth Relationship Manager
Ashley Elezi - TD Wealth Relationship Manager is a prestigious financial institution located at 2944 Gravesend Neck Road in New York, United States. As a dedicated Relationship Manager at TD Wealth, Ashley Elezi provides personalized financial guidance and expertise to clients seeking to grow and protect their wealth. With a strong commitment to building lasting relationships and delivering exceptional service, Ashley Elezi helps clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, investing for the future, or managing your assets, Ashley Elezi is here to help you achieve your financial goals.
Uni Sol Financial Services
Uni Sol Financial Services is a premier finance institution located in New York, United States. With a strong reputation for providing top-notch financial services, Uni Sol is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Uni Sol's team of experienced professionals is here to guide you every step of the way. Trust Uni Sol Financial Services to provide you with expert financial solutions tailored to your specific needs.
Charter Oak Insurance & Financial Services
Charter Oak Insurance & Financial Services is a trusted finance institution located at 8112 3rd Avenue in New York, United States. We specialize in providing comprehensive insurance and financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, Charter Oak Insurance & Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.
Sella Family Trust
The Sella Family Trust is a health institution located at 15 Marble Loop in New York, United States. Our trust is dedicated to providing top-quality healthcare services to individuals and families in need. With a team of experienced and compassionate healthcare professionals, we strive to promote wellness and improve the overall health of our community. Visit us today and experience the exceptional care and support that the Sella Family Trust has to offer.
Albion Agencies
Albion Agencies is a trusted insurance agency located at 30 North Main Street in Albion, New York, United States. Our experienced team is dedicated to helping individuals and businesses find the right insurance coverage to protect their assets and loved ones. We offer a wide range of insurance products, including auto, home, life, and business insurance. With personalized service and competitive rates, Albion Agencies is committed to providing peace of mind and financial security to our clients. Visit us today to discuss your insurance needs and discover why we are a leading choice in the Albion community.
All American Financial Service & Insurance
All American Financial Service & Insurance is a trusted insurance agency located at 500 Wayne Street in Olean, New York. Our dedicated team of professionals is committed to providing top-notch insurance services to our clients. Whether you're looking for auto, home, life, or business insurance, we have you covered. With personalized service and competitive rates, we strive to meet all of your insurance needs. Contact us today to learn more about how we can help protect you and your assets.
Farmers Insurance - Dennis Launer
Farmers Insurance - Dennis Launer is a local insurance agency located at 1104 Ulster Avenue in Kingston, New York. As a lifelong New Yorker, Dennis Launer takes pride in serving the Kingston area, The Hudson Valley, Catskills, and surrounding regions. With over 10 years of experience in the real estate industry, Dennis specializes in commercial and personal lines insurance. The agency offers a wide range of insurance options including auto, home, life, specialty, umbrella, business insurance, Workers Comp and Disability, Medicare, builders risk, and surety bonds. The mission of Farmers Insurance - Dennis Launer is to provide policyholders with peace of mind and protection tailored to their specific insurance needs. The agency is dedicated to fair treatment of all customers, financial stability, professionalism, and excellent customer service. Whether you need advice, assistance, or a customized insurance plan, Dennis Launer and his team are here to help.
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