TOP 30 Estate planning attorneys near me in New York, New York

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Welcome to the Bronx Surrogate Court, located at 851 Grand Concourse in the heart of The Bronx, New York. As a vital local government office, our courthouse specializes in matters related to probate and the administration of estates. We are dedicated to serving the community with integrity, efficiency, and transparency. Whether you need assistance with wills, guardianships, or estate settlements, our knowledgeable staff is here to guide you through the legal process with professionalism and care. At the Bronx Surrogate Court, we are committed to providing accessible and reliable services to meet the diverse needs of our residents. Visit us today to learn more about how we can assist you.

Welcome to Lori DiMarco CPA, PLLC, your trusted full-service accounting firm located on the scenic South Shore of Long Island. Situated at 31 Oak Street, Patchogue, New York, we have been proudly serving the community and beyond for over 25 years. Previously known as Silva & DiMarco, LLP, our mission has always been to deliver comprehensive and tailored tax preparation and accounting services to individuals, businesses, and non-profit entities. At Lori DiMarco CPA, PLLC, we offer a wide range of services including accounting, income tax preparation, estate planning, and tax compliance. Our small firm status allows us to provide personalized attention and expert guidance to each of our clients, ensuring that your financial needs are met with precision and care.

Merrill Lynch Wealth Management - Southampton, NY Welcome to Merrill Lynch Wealth Management, located at 57 Hampton Road, Southampton, New York. As a leading name in the finance sector, our branch is dedicated to providing comprehensive wealth management solutions tailored to your unique needs.

Welcome to Oficina Abogados, your trusted legal partner located in the heart of Manhattan at 165 West 46th Street, New York. Our firm is dedicated to providing exceptional legal services with a personalized touch. We specialize in a wide range of legal areas, including family law, immigration, real estate, and business law, ensuring that we meet the diverse needs of our clients. At Oficina Abogados, we pride ourselves on our commitment to delivering effective and efficient legal solutions. Our team of experienced attorneys is passionate about advocating for your rights and providing you with the guidance you need to navigate complex legal challenges. We understand that each client's situation is unique, and we tailor our approach to suit your specific needs and goals.

Welcome to FEDFINANCE, your trusted partner in navigating the complex world of finance. Conveniently located at 20 Cooper Square in the heart of Manhattan, New York, we specialize in providing comprehensive financial services tailored to meet the unique needs of individuals and businesses alike. At FEDFINANCE, we are committed to delivering personalized financial solutions that empower our clients to achieve their economic goals. Our team of experienced professionals brings a wealth of knowledge and expertise to every client interaction, ensuring that you receive the guidance and support necessary to make informed financial decisions.

Welcome to Dime Community Bank, your trusted financial partner located at 300 Cadman Plaza West, Brooklyn, New York. With a rich history spanning over 156 years, we have been dedicated to helping New Yorkers achieve their dreams of homeownership and assisting real estate professionals in running efficient businesses. Our commitment extends to a wide range of professional services, including medical practices, accounting firms, and legal professionals, offering tailored solutions to manage cash flow, payments, and business growth. At Dime, we offer an array of products and services designed to meet your business financing needs, including SBA Loans, Express Loans, and more. Our expert team is equipped with the right people, products, solutions, and technology to help your business thrive. Whether it's through our Dime debit card or our custom solutions for treasury management, we ensure that you stay connected and in control.

Welcome to John Calabrese Financial, an Office of MetLife, located at 2 Teleport Drive, Staten Island, New York. We are dedicated to helping you achieve your financial goals, whether planning for retirement, funding education, or making a major purchase like a second home. Our personalized approach begins with understanding what matters most to you. We provide tailored investment, asset allocation, and portfolio recommendations based on your unique goals and risk tolerance. We document your objectives, regularly review your progress, and adapt your plan as life changes, ensuring you stay on track toward your financial aspirations.

Welcome to Sound Risk Management Corp., your trusted partner in navigating the complex world of insurance. Located at 428 New York 25A, Miller Place, New York 11764, we specialize in providing comprehensive insurance solutions tailored to protect your most valuable assets. Our team of dedicated professionals becomes an integral part of your team, offering expert advice and customized insurance plans that ensure peace of mind. Our extensive range of services includes General Liability, Commercial Property, Workers Compensation, Umbrella/Excess, Commercial Auto, Contractors Liability, Employment Practices, Directors and Officers, Cyber Liability, Builders Risk, Bonds, and more. Whether you're a General Contractor, Sub-Contractor, Home Remodeler, Tradesman, or a property owner, we help you manage the significant liabilities and financial risks associated with your industry, particularly in the challenging New York construction market.

Welcome to "Donna Heiserer - Thrivent," your trusted partner in financial planning and investment advisory services, located at 30 David Lane, Lake Ronkonkoma, New York 11779, United States. We are dedicated to helping you achieve your financial goals through personalized advice and comprehensive financial strategies. Our services are backed by the expertise of licensed professionals, with licenses in states including California (CA Insurance Lic. #4035009), Florida, New York, and Virginia. Please note that licensing information is available through your State Insurance Department's website, accessible via the National Association of Insurance Commissioners website.

Welcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.

Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.

Welcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.

Welcome to Strata Capital, your trusted partner in navigating the complexities of financial planning and wealth management. Conveniently located at 91 East Main Street, Bay Shore, New York, Strata Capital is dedicated to providing you with the financial direction you need to live your best life. Our philosophy is centered around achieving balance—between work and family, between caring for others and yourself, and between your present lifestyle and future aspirations. At Strata Capital, we understand that your time is valuable, and you need a reliable partner to help you protect and grow your hard-earned assets. Our team of experienced wealth managers and financial planners is committed to helping you make informed decisions today that will positively impact your future. We strive to simplify the often daunting and complex world of financial decisions, offering you the tools, resources, and information you need to make confident choices.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

Welcome to BNB Bank ATM, conveniently located at 2209 Montauk Highway, Bridgehampton, New York. Proudly serving the community for over 156 years, we specialize in helping New Yorkers achieve their financial goals, from homeownership to managing and growing professional practices. Whether you are a physician, attorney, accountant, or run a small business, we offer tailored financial solutions including SBA loans, express loans, and a variety of other loan products designed to meet your unique business needs. At BNB Bank, we are more than just a bank; we are a part of the community. Our commitment to keeping money local strengthens the neighborhood economy and supports the character of the communities we serve. Our expert team is dedicated to providing the right products, solutions, and technology to help professional services businesses succeed.

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Welcome to East End Financial Group, your trusted partner in navigating the financial landscape. Conveniently located at 318 Roanoke Avenue in the heart of Riverhead, New York, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you achieve your financial goals through a comprehensive range of services, including investment management, retirement planning, tax strategies, and more. At East End Financial Group, we pride ourselves on our client-focused approach, ensuring that you receive the highest level of service and expertise. Whether you're planning for the future or managing your current finances, we are here to guide you every step of the way. Visit us today and discover how we can help you secure a brighter financial future.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

Welcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.

Welcome to Diesing/DeGroot/O'Malley Wealth Management - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Southampton, New York. Situated at 8 Main Street, our team is dedicated to delivering personalized financial solutions to help you achieve your long-term financial goals. As a premier financial services provider, we specialize in a wide range of services, including investment management, retirement planning, estate planning, and more. Our experienced advisors, equipped with the global resources of UBS, work closely with each client to develop tailored strategies that align with their unique financial aspirations and needs.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to the Surrogates Court, located at 88-11 Sutphin Boulevard, Queens, New York. Our court is dedicated to serving the community with integrity and efficiency in matters of probate and estate administration. We handle a variety of cases, including the probate of wills, administration of estates, and guardianships. Our experienced and compassionate staff is committed to assisting families and individuals in navigating the legal processes associated with estate matters. Whether you are dealing with the complexities of estate planning or seeking guidance on guardianship issues, we provide the support and resources needed to help you make informed decisions. Visit us for professional and respectful service, where your legal needs are our priority.

Welcome to the Supreme Court Law Library, your premier resource for legal research and information in Utica, New York. Conveniently located at 235 Elizabeth Street, our library serves as an essential hub for legal professionals, scholars, and the general public. With an extensive collection of legal texts, case law, statutes, and journals, we provide unparalleled access to a wealth of knowledge and resources. Our dedicated staff is committed to assisting you with your research needs, offering expert guidance and support to help you navigate our comprehensive collection. Whether you are a practicing attorney, a law student, or someone with a keen interest in legal matters, the Supreme Court Law Library is here to support your quest for information and understanding.

Probate Kings County: Your Trusted Partner in Estate Management Welcome to Probate Kings County, a dedicated local government office located at 1110 Pennsylvania Avenue, Brooklyn, New York 11207. We specialize in providing comprehensive probate law services to the residents of Kings County, New York. With extensive experience in handling estates, whether testate or intestate, our team is committed to delivering practical advice and solutions tailored to meet your legal and business objectives efficiently and cost-effectively.