TOP 30 Estate planning and management city in New City, New York

The Elder Law Attorney located at 22 North 1st Street in Troy, New York, is dedicated to providing expert legal services in estate planning and elder law. Our experienced attorneys specialize in helping individuals and families navigate the complexities of planning for the future, protecting assets, and ensuring peace of mind. Whether you need assistance with drafting a will, establishing a trust, or navigating Medicaid planning, our team is here to guide you through every step of the process. Trust us to provide compassionate and personalized legal solutions tailored to your unique needs. Contact us today to schedule a consultation and start planning for tomorrow.

GIAMMARCO ADVISORS AGENTS AND BROKERS LTD is a reputable insurance agency located at 93 Blossom Lane in Valatie, New York, United States. With a team of experienced advisors and brokers, they provide personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for home, auto, life, or business insurance, they have the expertise to help you find the right coverage at competitive rates. Trust GIAMMARCO ADVISORS AGENTS AND BROKERS LTD to protect what matters most to you.

Mutual of Omaha Advisors - Upstate New York is an insurance agency located at 40 British American Boulevard in Latham, New York. As part of the renowned Mutual of Omaha family, our team of advisors is dedicated to helping clients in Upstate New York with their insurance needs. Whether you are looking for life insurance, retirement planning, or investment options, our experienced professionals are here to provide personalized guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Miller, Mannix, Schachner and Hafner, LLC is a renowned law firm located at 15 West Notre Dame Street in Glens Falls, New York. With a team of experienced and dedicated lawyers, they provide exceptional legal services to their clients. Specializing in various areas of law, including personal injury, family law, real estate, and estate planning, the firm is known for their professionalism and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal advice or representation, Miller, Mannix, Schachner and Hafner, LLC is the trusted choice for all your legal needs.

VanAernem Realty and Associates is a reputable real estate agency located at 77 Main Street in Hudson Falls, New York. With a team of experienced and dedicated agents, they specialize in helping clients buy, sell, and rent properties in the local area. In addition to their real estate services, they also offer travel agency services to assist clients in finding the perfect vacation rental or investment property. Whether you are looking to buy a new home, sell your current property, or plan your next getaway, VanAernem Realty and Associates is here to help every step of the way.

Personal and Business Tax Preparation Services NYC, located at 296 Canal Street, New York, New York, United States, is a trusted accounting and finance institution dedicated to helping individuals and businesses with their tax and financial needs. Our experienced CPA and accounting team provide a wide range of services, including tax return preparation, bookkeeping, advising, planning, and more. For businesses, we offer services such as tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, and payroll management. Our team can also assist with setting up new businesses, managing incorporation or LLC formation processes, and providing financial advice to enhance long-term success.

JNL Management Services, LLC is a reputable real estate agency located at 56 Cornelia Street in the bustling city of Plattsburgh, New York. Our team of experienced professionals is dedicated to providing top-notch property management services to both residential and commercial clients. Whether you are looking to buy, sell, rent, or lease a property, we are here to assist you every step of the way. With a strong focus on customer satisfaction and a commitment to excellence, JNL Management Services, LLC is your go-to destination for all your real estate needs in the United States.

Barcomb Wealth Management is a leading finance institution located at 39 Court Street in Plattsburgh, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we are here to provide expert guidance and support every step of the way. Trust Barcomb Wealth Management to help you navigate the complexities of the financial world and build a solid foundation for a secure financial future.

Donlan Wealth Management is a premier financial institution located at 40 Brinkerhoff Street in Plattsburgh, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support every step of the way. Trust Donlan Wealth Management to help you secure your financial future.

Clute Wealth Management is a leading finance institution located at 152 Tom Miller Road in Plattsburgh, New York, United States. Specializing in wealth management services, their team of experienced financial advisors are dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and comprehensive financial planning, Clute Wealth Management offers a range of services including investment management, retirement planning, estate planning, and more. Clients can trust in their expertise and commitment to providing tailored solutions to help them secure their financial future.

Niles Wealth Management, Inc. is a finance institution located at 65 Court Street in Plattsburgh, New York, United States. Specializing in wealth management services, they offer personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Niles Wealth Management, Inc. provides expert advice and guidance to help clients navigate the complexities of the financial world and secure their financial future.

Maidstone Wealth Management, LLC is a reputable finance institution located at 367 Content Farm Road in Cambridge, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a commitment to transparency, integrity, and superior customer service, Maidstone Wealth Management, LLC is your trusted partner in building and preserving your wealth. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Madison Wealth Managers is a leading finance institution located at 138 Quaker Road in Queensbury, New York, United States. Our team of experienced wealth managers is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Madison Wealth Managers is here to provide expert guidance and support every step of the way. Trust us to help you secure a brighter financial future.

Cambridge Wealth Management, LLC is a reputable finance institution located at 5 Washington Street in Cambridge, New York, United States. With a focus on providing comprehensive wealth management services, the team of experienced professionals at Cambridge Wealth Management, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cambridge Wealth Management, LLC offers personalized solutions tailored to your specific needs. Trust in Cambridge Wealth Management, LLC to guide you towards financial success and peace of mind.

ERA Team VP Real Estate & Vacation Rentals is a premier institution located at 4478 West Lake Road in Chautauqua, New York. As a dual-purpose real estate and travel agency, we specialize in helping clients find their dream homes as well as plan unforgettable vacations in the beautiful Chautauqua region. Our team of experienced professionals is dedicated to providing top-notch service and guiding clients through every step of the buying, selling, or renting process. Whether you are looking for a cozy vacation rental or your forever home, ERA Team VP Real Estate & Vacation Rentals is here to help you make your real estate dreams a reality.

Dream Catcher Estates is a charming lodging institution nestled in the picturesque town of Deposit, New York. Located at 393 River Road, this tranquil retreat offers guests a peaceful and rejuvenating escape from the hustle and bustle of everyday life. Surrounded by lush greenery and scenic views, Dream Catcher Estates provides a cozy and comfortable accommodation for visitors looking to unwind and relax. With its warm hospitality and serene atmosphere, this charming estate is the perfect destination for a dreamy getaway in the heart of the United States.

Chautauqua Area Real Estate, Inc. is a reputable real estate agency located in the picturesque town of Chautauqua, New York. Our team of experienced agents are dedicated to helping clients find their dream home or investment property in this charming lakeside community. In addition to our real estate services, we also offer travel agency services to assist clients in planning their visit to the area. Whether you are looking to buy, sell, or rent a property, Chautauqua Area Real Estate, Inc. is here to help you every step of the way. Visit us at 1 Pratt Avenue to learn more about how we can assist you with your real estate needs.

Planning Associates of the Southern Tier LLC is a prestigious finance and insurance agency located at 316 Park Avenue in Binghamton, New York. With a team of experienced professionals, they offer expert financial planning and insurance services to individuals and businesses in the Southern Tier region. Whether you are looking to secure your financial future or protect your assets, Planning Associates of the Southern Tier LLC is dedicated to providing personalized solutions to meet your unique needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Beaver Lake Estates is a charming lodging institution located at 189 Southwoods Drive in Monticello, New York, United States. Surrounded by the natural beauty of Beaver Lake, this tranquil retreat offers comfortable accommodations and a peaceful atmosphere for guests looking to relax and unwind. Whether you're seeking a weekend getaway or a longer stay, Beaver Lake Estates provides a cozy home away from home in the heart of the scenic Catskill Mountains. Enjoy the serenity of the lake, explore the nearby hiking trails, or simply relax on the property's spacious grounds. Experience the beauty of the great outdoors at Beaver Lake Estates.

Lake Chautauqua Real Estate and Vacation Rentals, owned by Ginger Johnson, is a reputable institution located at 800 Fairmount Avenue in Jamestown, New York, United States. Specializing in both real estate and vacation rentals, this agency offers a wide range of properties to suit your needs. Whether you are looking to buy a new home or find the perfect vacation rental for your next getaway, Lake Chautauqua Real Estate and Vacation Rentals is here to assist you every step of the way. Trust in their expertise and personalized service to help you find the perfect property for your needs.

Hallenbeck Antiques and Estate Sales, llc is a reputable institution located at 27 West Main Street in Frewsburg, New York. Specializing in finance and home goods, this store offers a wide range of antique items and estate sales. With a focus on quality and authenticity, customers can trust in the expertise of Hallenbeck Antiques to provide unique and valuable pieces for their collections. Whether you are looking to buy or sell, this institution is the perfect destination for antique enthusiasts and those seeking one-of-a-kind treasures.

Jamestown Center City Development Corporation is a school located at 319 West 3rd Street in Jamestown, New York, United States. This institution is dedicated to promoting the growth and development of the city center, offering educational programs and resources to support the community. With a focus on revitalizing the downtown area and fostering a sense of community pride, Jamestown Center City Development Corporation plays a vital role in the ongoing success and prosperity of Jamestown.

Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.

Summit Wealth Management Inc is a finance institution located at 1285 North Main Street in Jamestown, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.

S.E.E.D. Planning Group is a finance institution located at 31 Lewis Street, Binghamton, New York, United States. We believe that financial planning is essential for making informed investment decisions, and we offer fee-only services by fiduciaries who prioritize your personal financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. Join us at Ditch the Suits, where our experts Steve Campbell and Travis Maus share valuable insights on managing your family's wealth and protecting it from financial exploitation. If you have a high school Junior or Senior at home, we can help guide them towards the right path, whether it be college or trade school. Our goal is to help you maximize your ability to give back to others, creating a lasting legacy in your family and community. Schedule a no-cost, no-obligation discovery meeting with one of our fee-only planners at our Knoxville, TN location. Talk to one of our fiduciaries to see where you fit in your financial journey.

Hawkes Wealth Management, Inc is a leading finance institution located at 721 Chenango Street in Binghamton, New York, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Hawkes Wealth Management is dedicated to providing personalized solutions tailored to each client's unique needs. Visit them today to start securing your financial future.

Planning with Purpose LLC is a finance institution located at 193 Riverside Drive in Johnson City, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses create comprehensive financial plans tailored to their specific goals and needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Planning with Purpose LLC, we believe in helping our clients achieve financial success with purpose and intention.

L&M Wealth Management is a leading finance institution located at 1708 Vestal Parkway East in Vestal, New York, United States. Our team of experienced financial advisors specializes in helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are dedicated to providing you with expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

Jon L Myers and Associates - Ameriprise Financial Services, LLC is a finance institution located at 1550 Vestal Parkway East, Vestal, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial services tailored to your individual goals and risk tolerance. Our team works with you to create investment strategies, asset allocations, and portfolio recommendations to help you achieve your financial objectives, whether it's retirement planning, education savings, or major purchases like a second home. We prioritize regular meetings to review and analyze your progress, update your approach as life changes, and track your progress towards your goals. Our secure online platform allows you to access your investments and accounts from any device, providing you with real-time updates and information sharing capabilities with us.