TOP 30 Estate planning documents in New York, New York

289 results found

Welcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.

Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.

Welcome to Bailey Place Insurance, your trusted local insurance agency located at 2 North Main Street, Cortland, New York. As an independently owned and locally operated business, we are dedicated to meeting the insurance needs of individuals, families, and businesses throughout Cortland and Tompkins Counties, as well as across New York State. At Bailey Place Insurance, we pride ourselves on offering personalized and affordable insurance solutions that are tailored to fit your unique needs. Whether you are looking for auto, homeowner, or business insurance, our experienced team is here to guide you every step of the way. We work closely with a wide range of reputable insurance companies to ensure you receive the best coverage options available.

Welcome to Bailey Place Insurance, your trusted partner for comprehensive insurance solutions in Syracuse, New York, and beyond. Conveniently located at 528 Plum Street, we are an independently owned and locally operated insurance agency dedicated to serving the unique needs of our community. With a strong focus on Cortland and Tompkins Counties, we proudly offer affordable and reliable insurance options across New York State. At Bailey Place Insurance, we understand that every client is unique. Our experienced team works diligently to tailor personalized insurance coverage that fits your specific needs and budget. Whether you're seeking auto, homeowner, or business insurance, we have the expertise to guide you in making informed decisions.

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.

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.

Welcome to the Historic Hudson Valley Corporate Headquarters, Archives, and Library, a cornerstone of cultural preservation and historical research located in the picturesque setting of Tarrytown, New York. Situated at 639 Bedford Road, our facility serves as a vital resource for scholars, historians, and the general public interested in the rich heritage of the Hudson Valley region. As a dedicated library, we offer an extensive collection of archival materials, rare books, and historical documents that chronicle the vibrant history of the area. Our expert staff is committed to assisting visitors in their research and exploration of local history.

Welcome to CloudBooks Accountant QB ProAdvisor, your trusted partner in accounting and finance solutions located at 10448 164th Street, Queens, New York 11433. We are dedicated to calculating the best opportunities for you, offering a range of services designed to meet your unique financial needs. Our experienced financial team specializes in online bookkeeping, providing you with flexibility, accuracy, and cost-efficiency. By outsourcing your bookkeeping to us, you gain access to professional services that streamline your financial management. To get started, simply add CloudBooks Accountant to your Online Bookkeeping platform by following our easy step-by-step instructions.

Welcome to Tale Taxes, your trusted partner in financial management, located at 1572 Dahill Road, Brooklyn, New York 11204. We specialize in providing comprehensive accounting and finance solutions tailored to meet your unique needs. At Tale Taxes, we ensure accurate and efficient filing of personal taxes, offering you peace of mind and confidence in navigating your personal finances. Our expert team crafts tailored strategies to secure a comfortable retirement and achieve individual financial goals. Whether you’re planning for your future or making real estate investment decisions, we provide personalized guidance to help you succeed.

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 Chase Bank, conveniently located at 5656 Riverdale Avenue, The Bronx, New York 10471. As a leading bank and financial service provider, we are committed to offering a wide range of services to meet your personal and business banking needs. Our branch provides comprehensive banking solutions, including ATMs, personal banking, and finance services. With our Business Banking services, you can access expert guidance from a team of professionals dedicated to improving your cash flow, offering credit solutions, and managing payroll. We also provide online and mobile banking services, business credit cards, and tailored payment acceptance solutions to support your business growth.

Welcome to Chase Bank, conveniently located at 2099 Broadway, Manhattan, New York. As a leading provider in the finance industry, we offer a wide range of banking and financial services designed to meet your needs. Whether you're accessing our ATMs, managing personal finances, or seeking business banking solutions, Chase Bank is here to assist you. For business clients, our dedicated team of professionals offers expert guidance to help improve cash flow, provide credit solutions, and manage payroll effectively. We also provide tailored business services, including online and mobile banking, business credit cards, and payment acceptance solutions.

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 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.

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.

Welcome to Sugar Hill Harlem Inn, your cozy retreat in the heart of Manhattan, New York. Nestled at 460 West 141st Street, this charming lodging offers a unique blend of historic charm and modern comfort, making it your perfect home away from home. At Sugar Hill Harlem Inn, we understand that your accommodation is more than just a place to rest; it's a sanctuary where you can feel secure and at ease. Our inn is thoughtfully designed to provide you with a warm and inviting atmosphere, ensuring a memorable stay in one of New York's most vibrant neighborhoods.

Welcome to CENTURY 21 Milestone Realty, your premier real estate agency located at 148-31 Hillside Avenue, Queens, New York. As proud members of the world's largest real estate organization, Century21 Real Estate LLC, we are committed to helping you achieve your real estate dreams with unmatched expertise and dedication. Founded in May 2001 by Principle Broker John Ma and Broker Victor Banks, CENTURY 21 Milestone Realty is built on over 60 years of combined real estate experience. Our team consists of more than 85 full-time sales agents who are passionate about guiding you through every step of the buying or selling process. Whether you're a first-time buyer or a seasoned seller, we promise to work tirelessly to meet your needs and exceed your expectations.

Welcome to NextHome Tract Realty Located in the heart of Queens, New York, at 10655 150th Street, NextHome Tract Realty is your premier real estate agency committed to transforming the way you experience real estate. We pride ourselves on our state-of-the-art marketing automation, cutting-edge technology, and unparalleled company culture, all designed to propel your business and career forward. At NextHome Tract Realty, we are not just real estate professionals; we are problem-solvers dedicated to making a meaningful impact.

Welcome to Daniel Gale Sotheby's International Realty, your premier real estate agency located at 760 Horseblock Road, Farmingville, New York 11738. As a distinguished member of the global Sotheby's International Realty network, we are dedicated to providing unparalleled service and expertise in the real estate market. Our team is committed to offering reliable property listings, sourced directly from property owners or public records provided by reputable third parties. While we strive for accuracy, we encourage you to independently verify all information, including floor plans and property details, to ensure they meet your specific needs. Please note that floor plans are for reference only and should not be considered as guarantees or contractual documents.