TOP 30 Estate planning documents in New York, New York

308 results found

Merrill Lynch Financial Advisor Judith Ringel is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify and define your goals, they create a financial strategy that reflects your investment style and life plan. Using the Investment Personality Assessment, the team at Merrill aims to understand you better as an investor and customize a financial approach that aligns with your goals and priorities. With the Merrill Personal Wealth Analysis™, they can document a personalized plan centered on your goals and what you want to achieve. As your life and goals evolve, the team is dedicated to helping you stay on track and make adjustments to your financial approach as needed.

Giuseppe Gigliotti, a financial advisor at Ameriprise Financial Services, LLC in Huntington, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, and major purchases, Giuseppe documents goals, provides regular progress reviews, and adjusts strategies as needed. Clients can easily access their accounts and track progress online, while consultations are available to discuss financial planning concepts. Giuseppe is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution prioritizes client privacy and security, adhering to strict regulations and offering an Online Security Guarantee. Referrals are welcomed, with personalized outreach to help friends and family members achieve their financial goals.

Merrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. The institution takes a personalized approach to understanding your life priorities and creating a customized financial plan tailored to you, your family, and your goals. The Miranda Wealth Management Group, where Tyler E Alvarez works, utilizes a holistic investing approach focused on integrity, attention, and hard work. They collaborate with tax advisors and attorneys to ensure the best interest of the client is always a priority. With a commitment to excellence, they offer tailored strategies for high net worth individuals, families, and businesses to help meet both short-term and long-term financial goals. Their services include investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A. The institution believes in developing strategies that help clients build wealth while reducing risk and volatility, with a focus on helping clients pursue their goals. They offer personalized financial approaches designed to address individual needs, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. The team at Merrill Lynch Financial Advisor Tyler E Alvarez is dedicated to building strong client relationships based on trust and personalized service, with a commitment to helping clients achieve what matters most to them.

Merrill Lynch Financial Advisor Michael A Gatti is a finance institution located at 200 Park Avenue, New York, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation, goals, and priorities. Michael Gatti can help create a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, a personalized plan can be built and documented to focus on your goals and aspirations. By understanding your unique needs and preferences, Michael Gatti can help you pursue your financial goals through personalized wealth management strategies. Get the latest investment insights, tips, and strategies to help you live your best financial life. Michael Gatti is registered to do business in multiple states and is a Certified Financial Planner. Please consult legal and tax advisors before making any financial decisions. Investing involves risk, and past performance does not guarantee future results. Let Michael Gatti help you design and implement a personalized plan to help you achieve your financial goals.

Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.

Merrill Lynch Financial Advisor Julia Battaglia is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Whatever your personal goals may be, they work one-on-one with you to develop a personalized financial strategy designed to help you pursue your long-term goals. Their financial planning process begins by getting to know you and understanding your goals, values, risk tolerance, time horizon, and liquidity needs. They offer one-on-one discovery meetings to review your portfolio and objectives, creating a personalized plan to help you reach your goals. By utilizing the Investment Personality Assessment, they can customize the financial approach to align with your investing preferences. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer investment insights, tips, and strategies to help you achieve your financial goals. As Merrill Lynch Wealth Management Advisors, they help you build a customized investment approach to address your needs and pursue your goals. Get the dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor and receive personalized investment strategies plus comprehensive financial solutions from Bank of America. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help you live your best financial life.

Merrill Lynch Financial Advisor Matthew R Sullivan is a distinguished finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. With over 15 years of industry experience, Tom Sullivan helps individuals, families, and family offices develop thoughtful and purposeful wealth management strategies. He specializes in portfolio design, stock strategies, estate planning, and lending services. Tom is a CERTIFIED FINANCIAL PLANNER™ certificant and a qualified Portfolio Manager at Merrill.

The Reilly Financial Group - Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, is a finance institution that offers personalized investment and financial planning services. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide tailored recommendations based on your goals and risk tolerance. We work with you to document your goals, regularly review your progress, and adjust your approach as needed. With secure online access, you can track your investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our advisors are registered to do business in certain U.S. states, and we adhere to strict regulations to ensure the security and privacy of your information. Contact us today to start the conversation about what matters most to you.

Richard Rubin-Ameriprise Financial is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. With a focus on individual goals and risk tolerance, we provide investment and portfolio recommendations tailored to each client. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. Estate planning and wealth transfer services are also available to help clients prepare their legacy wishes. By scheduling a complimentary initial consultation, clients can learn more about how personalized advice can help them reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA's BrokerCheck website. We are committed to helping clients achieve financial success and appreciate the opportunity to assist their friends and family members as well.

Matteson Property Management, LLC is a reputable property management company located at 1717 State Street in Watertown, New York. With years of experience in the industry, our team is dedicated to providing exceptional service to property owners and tenants alike. From residential properties to commercial spaces, we offer a wide range of management services to ensure the upkeep and success of your investment. Trust Matteson Property Management, LLC to handle all your property needs with professionalism and expertise. Contact us today to learn more about our services.

F. J. Pompo & Co. Certified Public Accountants is a reputable institution located at 120 East Washington Street in Syracuse, New York, United States. Specializing in accounting and finance, we offer a wide range of services to help businesses stay in compliance with Federal, State, and Local taxes. Our expert team provides consulting services to assist with tax planning, business growth, succession planning, and more. Our custom bookkeeping services are tailored to meet the specific needs of each company, with our highly trained staff and Quickbooks Proadvisor on hand to provide assistance when needed. We also offer audit, review, compilation, and financial statement preparation services to municipalities, not-for-profits, and businesses throughout Central New York.

Tadros Law Office PC is a reputable law firm located at 103 East Water Street in Syracuse, New York. Specializing in various areas of law, the team at Tadros Law Office PC is dedicated to providing top-notch legal services to their clients. With a focus on personalized attention and professional representation, the lawyers at this institution are committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Tadros Law Office PC is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Summers Reed N is a reputable law firm located at 20 West Main Street in Webster, New York, United States. Specializing in various legal services, the firm is known for its exceptional expertise and professionalism in handling a wide range of legal matters. With a team of experienced lawyers dedicated to providing top-notch legal representation, clients can trust Summers Reed N to navigate them through the complexities of the legal system with ease. Whether you are in need of legal advice, representation in court, or assistance with legal documents, you can rely on the skilled attorneys at Summers Reed N to deliver outstanding results.

Sergej Kubiak, Esq. is a reputable law firm located at 2119 East 15th Street in New York, United States. Specializing in various legal matters, Sergej Kubiak, Esq. offers expert legal services tailored to meet the needs of their clients. With a strong track record of successful cases and a commitment to providing top-notch legal representation, clients can trust in the professionalism and dedication of the team at Sergej Kubiak, Esq. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Sergej Kubiak, Esq. is here to help.

The Law Office of Benjamin Islas is a prestigious legal institution located at 48 Old Country Road in Mineola, New York, United States. Specializing in various areas of law, Benjamin Islas and his team of experienced lawyers provide expert legal services to clients in need of representation. With a reputation for professionalism, integrity, and dedication, the Law Office of Benjamin Islas is committed to delivering high-quality legal solutions to individuals and businesses alike. Whether you are facing a criminal charge, need assistance with a personal injury claim, or require legal advice for your business, the Law Office of Benjamin Islas is here to help you navigate the complexities of the legal system. Trust in the expertise and knowledge of Benjamin Islas and his team for all of your legal needs.

Rimma Shpak, Esq. is a reputable law firm located at 1517 Voorhies Avenue in New York, United States. Specializing in various legal matters, the institution offers expert legal services and representation to clients in need. With a team of highly skilled lawyers, Rimma Shpak, Esq. is dedicated to providing professional and personalized assistance to individuals seeking legal guidance and support. Whether you are in need of legal advice, representation in court, or assistance with legal documents, this institution is committed to helping you navigate the complexities of the legal system with ease and confidence.

Wolfe Law Office PLLC is a reputable legal firm located at 405 RXR Plaza in Uniondale, New York. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Wolfe Law Office PLLC is here to help. Trust in their expertise and professionalism to guide you through any legal matter with confidence and ease.

Muhammad Azeem Ahmad Esq. is a reputable law firm located at 601 Brighton Beach Avenue in New York, United States. Specializing in various areas of law, the institution is led by the experienced and knowledgeable lawyer, Muhammad Azeem Ahmad Esq. With a commitment to providing top-notch legal services to clients, the institution is known for its professionalism, expertise, and dedication to achieving favorable outcomes for their clients. Whether you are in need of legal representation for a personal injury case, criminal defense, family law matters, or any other legal issue, Muhammad Azeem Ahmad Esq. is here to help. Contact the institution today to schedule a consultation and receive the legal assistance you deserve.

Muench Joseph R is a health institution located at 315 South Manning Boulevard in Albany, New York. This pharmacy and store offers a wide range of healthcare products and services to the community. With a focus on providing quality care and customer service, Muench Joseph R is a trusted destination for all your health and wellness needs. Whether you're looking for medication, medical supplies, or expert advice, you can count on Muench Joseph R to meet your needs with professionalism and care.

KCB Architecture, PC is a reputable architectural firm located at 62 Webster Street in North Tonawanda, New York. With a team of experienced and talented architects, they provide innovative and sustainable design solutions for a wide range of projects. From residential homes to commercial buildings, KCB Architecture, PC is dedicated to creating spaces that are both functional and aesthetically pleasing. Their commitment to excellence and attention to detail sets them apart as a leader in the industry. Contact them today to bring your architectural vision to life.

Welcome to The Dunning Tract, a serene and expansive park nestled in the heart of Skaneateles, New York. Located on the south side of US Route 20, just east of the intersection with NY Route 175, this beautiful 88.9-acre property offers a perfect escape into nature. Originally gifted to the town in 1973 by Kenneth Dunning, a former Skaneateles real-estate developer, The Dunning Tract is a testament to his enduring affection for the community. Whether you're looking for a peaceful walk along nature trails or a place for educational exploration, The Dunning Tract provides a tranquil setting for both relaxation and learning. The park's rich history and natural beauty make it an ideal spot for community gatherings, outdoor activities, and connecting with the environment.

Welcome to Snyder Hill Cemetery, a serene and respectful resting place located in the heart of Marathon, New York. Nestled amidst the peaceful landscapes of the Finger Lakes region, our cemetery has been serving the community with dignity and care. At Snyder Hill Cemetery, we understand the importance of honoring loved ones and preserving their memories. Our well-maintained grounds offer a tranquil environment for reflection and remembrance, providing a comforting atmosphere for families and friends. We are committed to offering compassionate and professional services to meet your needs, whether you are planning in advance or dealing with an immediate loss. Visit us at Marathon, New York 13803, to experience the peace and solace that Snyder Hill Cemetery provides.

Welcome to TOMAK Group - Your Trusted General Contractor in Queens, NY Located at 3537 36th Street, Queens, New York, TOMAK Group is your premier partner for all construction, renovation, and real estate development needs across the Boroughs and Greater New York area. With a focus on clear communication and accountability, our team is dedicated to delivering exceptional service and results.

Welcome to Cannabis License Experts - Your Trusted Partner for Cannabis and Psychedelics Compliance and Business Solutions Located at 300 International Drive, Buffalo, New York, Cannabis License Experts (CLE) is your premier destination for comprehensive cannabis and psychedelics compliance and business solutions. As a leading authority in the field, we specialize in helping entrepreneurs, new and existing business owners navigate the ever-evolving landscape of cannabis and psychedelics licensing and regulations.

Welcome to Chautauqua County Surrogate Court, your local government office dedicated to serving the community of Mayville, New York, and the surrounding areas. Located conveniently at 3 North Erie Street, our office is committed to providing efficient and professional services to the residents of Chautauqua County. At the Surrogate Court, we specialize in handling matters related to the probate of wills, the administration of estates, and the guardianship of minors and incapacitated persons. Our experienced team is here to guide you through the legal processes with compassion and integrity, ensuring that each case is handled with the utmost care and attention to detail.

Baskin & Associates PLLC: Your Trusted Legal Partner in Fayetteville, NY Welcome to Baskin & Associates PLLC, a general legal practice with a strong focus on residential and commercial real estate closings. Conveniently located at 7030 East Genesee Street, Fayetteville, New York, we proudly serve the greater Syracuse area with dedication and expertise.

Lackawanna City Attorney Welcome to the official website of the Lackawanna City Attorney's Office, where we are dedicated to serving the legal needs of the City of Lackawanna, New York. Located at 714 Ridge Road, Room 213, our office plays a crucial role in advising and representing the City, the City Council, and all City Departments on a wide range of legal matters.

Welcome to Chautauqua County Legal Services, your trusted local government office located at 101 Eagle Street, Fredonia, New York. We are dedicated to providing comprehensive legal assistance and support to the residents of Chautauqua County. Our experienced team is committed to ensuring access to justice and upholding the legal rights of our community members. Whether you need guidance on legal matters, assistance with documentation, or information about local regulations, we are here to help. At Chautauqua County Legal Services, we prioritize transparency, integrity, and professionalism in all our interactions. Visit us today to learn more about how we can assist you with your legal needs.

Kenneth M. Bernstein, Esq. - Comprehensive Legal Services in Irvington, NY Welcome to Kenneth M. Bernstein, Esq., your trusted legal partner located at 68 Main Street, Irvington, New York. With a distinguished background and a focus on providing personalized legal solutions, Kenneth M. Bernstein offers a wide range of services tailored to meet the needs of small and mid-sized companies, as well as individuals.

Welcome to Joyce Brown, Esq., your trusted legal partner located at 11 West Prospect Avenue, Mount Vernon, New York. At our firm, we understand that navigating legal matters can be overwhelming, especially when you feel like just another case in a large firm. That’s why we are dedicated to providing personalized, hands-on service to each of our New York clients. Our practice focuses on two main areas: estate planning and real estate transactions. Whether you're thinking about the future or dealing with the complexities of buying a home, we are here to help.