The 30 Best Estate planning and management in Middletown, New York

19 results found

Morgan Legal Group P.C. in Middletown, New York, is a specialized law firm that focuses on estate planning. Our team of trained professionals is dedicated to providing personalized service tailored to each client's specific needs. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or need guidance. With a depth of knowledge and experience in estate planning, our attorneys are experts in providing tailored solutions to ensure our clients' financial and healthcare wishes are accounted for. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof.

The Ettinger Law Firm specializes in elder law and estate planning services, located in Middletown, New York, United States. With a team of experienced lawyers, they provide personalized legal solutions to help individuals and families plan for their futures and protect their assets. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the Ettinger Law Firm is dedicated to guiding you through the process with care and expertise. Trust in their knowledge and experience to secure your legacy for generations to come.

Merrill Lynch Wealth Management, located at 90 Crystal Run Road in Middletown, New York, is a finance institution dedicated to helping clients align their investments with their values and financial goals. The experienced advisors at the MIDDLETOWN NY branch offer personalized financial strategies, retirement income planning, estate planning services, and guidance on various investment options. Committed to client satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to create long-term financial strategies tailored to their individual needs. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate. With access to industry analysts and specialists, Merrill Lynch advisors have the resources to fully understand each client's financial situation and collaborate on creating personalized financial plans.

JM Mahoney Law PLLC is a reputable law firm located at 6 North Street in Middletown, New York. Specializing in various areas of law, our experienced team of attorneys is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with estate planning, real estate transactions, or family law matters, we are here to help. With a strong commitment to our clients and a track record of success, JM Mahoney Law PLLC is the trusted choice for all your legal needs. Contact us today to schedule a consultation and see how we can assist you.

Select Wealth Partners is a leading finance institution located at 12 Evergreen Drive in Middletown, New York, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, Select Wealth Partners is committed to providing expert guidance and exceptional service. Contact us today to start building a secure financial future.

Edward Jones - Financial Advisor: Bonnie J Rule is a trusted financial institution located at 13 James P Kelly Way in Middletown, New York, United States. As a dedicated finance professional, Bonnie J Rule offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Bonnie J Rule can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Bonnie J Rule is a reliable partner in your financial journey.

Chapman Family Associates Inc is a renowned health institution located at 15 West Prospect Avenue in Middletown, New York, United States. With a dedicated team of healthcare professionals, Chapman Family Associates Inc offers a wide range of medical services to cater to the needs of individuals and families in the community. From routine check-ups to specialized treatments, the institution is committed to providing high-quality healthcare in a comfortable and welcoming environment. Patients can trust Chapman Family Associates Inc for personalized care and support to help them achieve optimal health and well-being.

Ouimette, Goldstein & Andrews is a reputable law firm located at 100 Crystal Run Road in Middletown, New York. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in the United States. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Ouimette, Goldstein & Andrews is a trusted institution in the legal community. Contact them today for all your legal needs.

Wilson CPA, P.C. is a reputable accounting and finance institution located at 495 Schutt Road in Middletown, New York, United States. With a team of highly skilled and experienced certified public accountants, Wilson CPA, P.C. offers a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, they provide personalized and professional services to meet the unique needs of each client. Trust Wilson CPA, P.C. to provide expert financial guidance and support for all your accounting and finance needs.

Orange Bank & Trust Company, located at 374 South Middletown Road in Nanuet, New York, is a leading financial institution in the Hudson Valley. Specializing in commercial lending, business banking, and wealth management services, Orange Bank & Trust has been serving the community for over 129 years. Our dedicated team of local bankers is committed to providing personalized financial solutions for both businesses and families. Contact us today to speak with an Orange Bank & Trust Banker and discover how we can help you reach your financial goals.

Merrill Lynch Financial Advisor Thomas Anderson is a leading financial institution located at 90 Crystal Run Road in Middletown, New York, United States. Specializing in finance, our team of experienced advisors led by Thomas Anderson provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, Merrill Lynch Financial Advisor Thomas Anderson is dedicated to helping individuals and businesses navigate the complex world of finance with confidence and success.

Merrill Lynch Financial Advisor Kevin J Regan is a reputable finance institution located at 90 Crystal Run Road in Middletown, New York, United States. With years of experience in the financial industry, Kevin J Regan provides expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Kevin J Regan is dedicated to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact them today to schedule a consultation and take control of your financial future.

Liberty Tax is a finance institution located at 731 New York 211 in Middletown, New York, United States. Specializing in tax preparation services, Liberty Tax offers expert assistance with filing taxes, maximizing deductions, and ensuring compliance with tax laws. With a team of knowledgeable professionals, Liberty Tax provides personalized and reliable financial solutions for individuals and businesses alike. Trust Liberty Tax to help you navigate the complexities of tax season and achieve peace of mind when it comes to your finances.

Benjamin Blecher & Schreck LLP is a leading accounting and finance institution located at 300 North Middletown Road in Pearl River, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax planning and preparation to financial consulting and auditing, Benjamin Blecher & Schreck LLP provides expert guidance and support to help clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Romero Financial Services is a reputable finance institution located at 90 North Street in Middletown, New York, United States. With a strong commitment to providing expert financial advice and services to individuals and businesses, Romero Financial Services offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Romero Financial Services to provide you with the expertise and guidance you need to secure your financial future.

Stephen Horowitz is a reputable dental institution located at 225 Dolson Avenue in Middletown, New York. As a trusted dentist in the area, Stephen Horowitz provides top-notch dental care and health services to patients of all ages. With a focus on preventive care and patient education, the institution strives to help individuals maintain optimal oral health and overall well-being. The dedicated team at Stephen Horowitz is committed to providing personalized care and utilizing the latest advancements in dental technology to ensure the best possible outcomes for their patients. Whether you need a routine check-up, a cosmetic procedure, or emergency dental care, Stephen Horowitz is here to help you achieve a healthy and beautiful smile.

World Financial Group - Bronx Financial Center is a leading financial institution located at 3030 Middletown Road in New York, United States. As a finance-focused institution, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced financial professionals provides personalized guidance and support to help clients make informed decisions about investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, World Financial Group - Bronx Financial Center is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing a brighter financial future.

O & W Building is a modern and sophisticated institution located at 7 Low Avenue in the bustling city of Middletown, New York. This building is a hub of activity, housing a variety of businesses and offices. With its prime location and sleek design, O & W Building offers a professional and welcoming atmosphere for both tenants and visitors. Whether you are looking for a new office space or simply passing through, O & W Building is sure to leave a lasting impression.

Welcome to Myer Greene & Degge, your trusted partner in accounting and finance solutions. Conveniently located at 300 North Middletown Road, Pearl River, New York, we proudly serve individuals and businesses throughout the region with professionalism and integrity. Our team of experienced financial experts is dedicated to providing personalized services tailored to meet your unique needs. Whether you require assistance with tax planning, bookkeeping, financial analysis, or strategic business consulting, we are here to help you achieve your financial goals. At Myer Greene & Degge, we are committed to delivering exceptional service and building long-lasting relationships with our clients. Visit us today and discover how we can support your financial success.