Estate planning essentials in New York, NY
66 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
S.E.E.D. Planning Group - Fee-only Financial Planning by Fiduciaries
● ClosedS.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.
31 Lewis St, Binghamton, NY 13901, United States -
Capital Management Group of New York
● ClosedCapital Management Group of New York is a finance institution located at 167 East Central Avenue in Pearl River, New York, United States. At CMG, we prioritize relationships with our clients who value friends, family, and community. We offer services that go beyond traditional wealth and risk management, focusing on managing lives and families. Our financial planning takes into account your values, dreams, and goals to create a personalized strategy. If recent market conditions have left you feeling uncertain, we can help reevaluate your financial situation. Estate planning is also a key aspect of our services to prevent financial burdens for your loved ones. Managing risk is essential in wealth management to protect you and your family from various financial risks. Contact us at our Pearl River or New York City office for services including financial planning, asset management, estate planning, and risk management. Capital Management Group of New York is affiliated with Hightower Advisors, LLC, an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
167 E Central Ave, Pearl River, NY 10965, United States -
Dorchester Estates
● OpenWelcome to Dorchester Estates, your premier destination for lodging and RV parking in the scenic town of Whitney Point, New York. Nestled along the picturesque State Route 26, our establishment offers a tranquil escape for travelers seeking both comfort and convenience. Whether you're passing through or planning an extended stay, Dorchester Estates provides a welcoming atmosphere and a variety of amenities to ensure a memorable experience. Our well-maintained RV park features spacious sites equipped with essential hookups, making it an ideal stop for RV enthusiasts. Surrounded by the natural beauty of Whitney Point, guests can enjoy outdoor activities such as hiking, fishing, and exploring local attractions. For those seeking a more traditional stay, our lodging options offer cozy accommodations designed to make you feel right at home.
State Route 26, Whitney Point, New York 13862, United States -
Quarry Hill Estates
● OpenWelcome to Quarry Hill Estates, your ideal destination for a serene and comfortable stay in Akron, New York. Nestled at 11789 Main Street, our establishment offers a unique blend of lodging and RV park amenities, perfect for travelers seeking a tranquil escape or a convenient stopover. At Quarry Hill Estates, we pride ourselves on providing a welcoming environment with top-notch facilities. Whether you're staying in one of our cozy lodgings or parking your RV, you'll enjoy our beautifully maintained grounds and friendly service. Our location offers easy access to the charming town of Akron and its local attractions, while still providing a peaceful retreat away from the hustle and bustle.
11789 Main Street, Akron, New York 14001, United States -
Estate Planning Queens
● ClosedWelcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.
24-35 77th Street, Queens, New York 11370, United States -
Morgan Legal Group | Trusts & Estate Planning Southampton NY
● OpenMorgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.
33 Flying Point Road, Southampton, New York 11968, United States -
Budget Estates Inc
● OpenWelcome to Budget Estates Inc., your premier lodging and RV park destination in Deer Park, New York. Conveniently located at 2137 Deer Park Road, we offer a serene and affordable retreat for travelers seeking comfort and convenience. Whether you're passing through or planning an extended stay, our well-maintained facilities provide the perfect home away from home. At Budget Estates Inc., we pride ourselves on delivering exceptional service and a welcoming atmosphere. Our RV park features spacious sites equipped with essential amenities to ensure a pleasant stay for all our guests. Enjoy the tranquility of our lush surroundings while being just a short drive away from Deer Park's local attractions, dining, and shopping options.
2137 Deer Park Road, Deer Park, New York 11729, United States -
George Mango, Howard Hanna Real Estate
● ClosedWelcome to George Mango, Howard Hanna Real Estate, your premier destination for finding homes for sale in the Syracuse, NY area. Conveniently located at 5110 Genesee Street, Camillus, New York, we specialize in helping you navigate the real estate market with ease and efficiency. Whether you’re looking to buy or sell residential or commercial properties in Syracuse and its surroundings, our website is designed to save you time and effort, providing all the essential tools and information you need. Why Choose CNY Realtor George Mango?
5110 Genesee Street, Camillus, New York 13031, United States -
The DiGiacomo Team of HUNT Real Estate
● ClosedWelcome to The DiGiacomo Team of HUNT Real Estate, where your real estate journey begins with Andy and Barb! Located at 8196 Oswego Road, New York 13090, we are dedicated to serving buyers and sellers across all price ranges. With over 20 years of experience, we are committed to making your real estate experience smooth and successful. Our approach starts with a conversation. We want to understand your plans and address any questions you may have. Our goal is to equip you with the knowledge and confidence needed to make informed decisions. We offer a complimentary, in-person Home Consultation to assess your property, provide market-ready suggestions, and deliver a Professional Opinion of your home’s value.
8196 Oswego Road, New York 13090, United States -
Christian Mateyunas - Long Island Real Estate Professional
● OpenWelcome to Christian Mateyunas - Long Island Real Estate Professional, located at 77 Main Street, Northport, New York. As a native Long Islander and lifelong resident of Northport, Christian Mateyunas possesses an unparalleled passion for the community he calls home. Christian's real estate journey began with an impressive accolade, earning the Rookie of the Year award at the Northport Office in 2021. This achievement marked the beginning of a career characterized by dedication, talent, and a steadfast commitment to his clients. Over the years, Christian has garnered multiple Sales Leader Awards and the esteemed Silver Circle of Achievement with Daniel Gale Sotheby's International Realty, reflecting his exceptional skills and professionalism.
77 Main Street, Northport, New York 11768, United States -
LIREIA / Long Island Real Estate Investor Associations
● ClosedWelcome to LIREIA (Long Island Real Estate Investor Associations), your premier destination for real estate investing success on Long Island and beyond. Located at 5018 Express Drive South, Lake Ronkonkoma, New York, LIREIA is more than just a real estate agency; it is a thriving community dedicated to empowering both new and seasoned investors with the knowledge, resources, and connections needed to excel in the real estate market. At LIREIA, we believe that real estate investing is a team sport. Our mission is to provide a supportive and educational environment where you can gain the insights and skills necessary to grow your real estate portfolio. With over a decade of experience, our mentoring program has successfully guided over 200 investors, with many transitioning to full-time investing careers.
5018 Express Drive South, Lake Ronkonkoma, New York 11779, United States -
Pellegrino, Saccomani & Wells, LLP
● ClosedPellegrino, Saccomani & Wells, LLP is a reputable accounting and finance institution located at 722 Commerce Street in Thornwood, New York, United States. With the ever-changing landscape of tax laws, their team of experts is dedicated to helping clients navigate through the complexities of tax season with ease. As Congress debates possible tax changes, the institution provides essential tips for seniors and senior caregivers to maximize available deductions and credits. They offer assistance in understanding tax regulations, maximizing tax benefits, and minimizing tax liability. Additionally, Pellegrino, Saccomani & Wells, LLP provides guidance on the passthrough entity tax (PTET) for partnerships and NY S corporations. With their comprehensive knowledge and expertise, clients can trust in the institution to help them plan and organize their finances for a smoother tax season.
722 Commerce St, Thornwood, NY 10594, United States -
Attitude Financial Advisors, Inc
● ClosedAttitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process. We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.
3 Crossways Park Dr W #110, Woodbury, NY 11797, United States -
Trivium Point Advisory
● ClosedTrivium Point Advisory is a financial institution located at 711 Westchester Avenue in White Plains, New York. We are excited to announce that we have welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to our team. At Trivium, we focus on creating a connection between people, processes, and finances, providing our clients with essential financial strategies through wealth management, tax and accounting, and business advisory services all in one place. Our dedicated team at Trivium Point Advisory is committed to serving individuals who are looking for a central advisor for their financial needs. We offer a unique experience by combining wealth management, accounting, and business advisory services for those who value financial stewardship. We are here to help you understand your numbers and create a personalized financial roadmap to help you reach your goals.
711 Westchester Ave Suite 305, White Plains, NY 10604, United States -
Dynamic Financial Services, Ltd.
● ClosedDynamic Financial Services, Ltd. is a leading finance institution located at 36 Schiller Avenue in Huntington Station, New York, United States. With a strong reputation for providing innovative financial solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Dynamic Financial Services, Ltd. is here to help. Contact us today to learn more about how we can support your financial needs.
36 Schiller Ave, Huntington Station, NY 11746, United States -
Element Homestead
● OpenElement Homestead is a unique institution located at 278 Amber Lake Road in Livingston Manor, New York. As a real estate agency, we specialize in helping individuals find their dream homes in the tranquil and picturesque surroundings of the Catskill Mountains. Our team of experienced agents is dedicated to providing personalized service and guiding clients through every step of the home buying process. In addition to our real estate services, Element Homestead also operates as a travel agency, offering bespoke vacation packages and retreats in the stunning landscapes of upstate New York. Whether you're looking for a peaceful mountain getaway or a revitalizing outdoor adventure, we can curate a one-of-a-kind experience tailored to your preferences.
278 Amber Lake Rd, Livingston Manor, NY 12758, United States -
My Boss Financial Solutions
● ClosedMy Boss Financial Solutions is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
50 Fountain Plz #1400, Buffalo, NY 14202, United States -
AlbanyAdvisor Group
● ClosedAlbany Advisor Group, located at 20 Corporate Woods Boulevard in Albany, New York, is a trusted finance institution dedicated to helping individuals and businesses efficiently manage their accumulated wealth. With a focus on comprehensive financial planning and target-risk investment management, our team works tirelessly to ensure the continued success of our clients. We believe that a solid financial plan is essential in understanding how assets should be invested and distributed, which is why we tailor-made financial plans without personal biases, treating each plan as a complex puzzle. Our certified financial planners are committed to providing active investment management and integrated financial planning services. By integrating risk management into personalized financial plans, we help clients understand the risks they are taking and develop strategies tailored to their needs. Our fiduciary responsibility ensures that our clients have the confidence and peace of mind needed on their financial journey.
20 Corporate Woods Blvd 4th Floor, Albany, NY 12211, United States -
Greenbush Financial Group
● ClosedGreenbush Financial Group is a finance institution located at 159 Wolf Road in Albany, New York, United States. Specializing in financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Greenbush Financial Group offers personalized solutions tailored to your individual needs. With a commitment to integrity and transparency, we strive to provide exceptional service and guidance to our clients to help them secure a stable financial future.
159 Wolf Rd Suite 101, Albany, NY 12205, United States -
Meier Law Firm, PLLC
● ClosedThe Meier Law Firm, PLLC is a reputable institution located at 10 Utica Avenue in Latham, New York, United States. Specializing in estate planning and real estate law, our team of dedicated lawyers can assist you with wills, trusts, power of attorney, guardianship, and more. With a focus on attention to detail and client satisfaction, we provide thorough and reputable legal assistance to help you achieve your desired results. Our team, led by Christina Meier, is known for their care, compassion, and legal expertise in handling complex legal matters with professionalism and sensitivity. Whether you are planning for the future or need assistance with a legal matter, the Meier Law Firm is here to help. Contact us today to get started and experience the practical and honest legal services we provide for your family. We also offer discounts for active-duty military personnel, veterans, firefighters, police officers, and paramedics/EMTs as a token of our appreciation. At The Meier Law Firm, PLLC, it's not just business; it is personal.
10 Utica Ave, Latham, NY 12110, United States -
Walsh & Onofry
● ClosedWalsh & Onofry is a reputable law firm located at 17 Orange Street in Port Jervis, New York. Specializing in wills, trusts, estates, real estate, and business law, our team is dedicated to providing expert legal advice and guidance to our clients. We understand the importance of proper financial planning, especially when it comes to long-term care and medical expenses. That's why we offer services such as irrevocable Medicaid trusts to help our clients secure their assets and ensure financial security for themselves and their loved ones.
17 Orange St, Port Jervis, NY 12771, United States -
Lorraine Frownfelter, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedLorraine Frownfelter, Bankers Life Agent and Bankers Life Securities Financial Representative in Jamestown, NY, located at 2200 Foote Avenue, offers a wide range of insurance options from Bankers Life and other top insurance companies. Lorraine Frownfelter, as a Financial Advisor, can help you navigate through Medicare Advantage plans and find the right coverage for your needs. With the rising costs of healthcare, planning for long-term care is essential. Start planning your next steps with Lorraine Frownfelter today.
2200 Foote Ave, Jamestown, NY 14701, United States -
Brian Jaeger, Bankers Life Agent
● ClosedBrian Jaeger, Bankers Life Agent is an insurance agency located at 2200 Foote Avenue in Jamestown, New York, United States. Our team, led by Brian Jaeger, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Unit Field Trainer and Insurance Sales Representative, Brian Jaeger is dedicated to helping clients find the right coverage for their needs. We specialize in Medicare Advantage plans, which offer all-in-one alternatives to Original Medicare Parts A and B. These plans can include prescription drug coverage, annual maximum out-of-pocket limits, and even premiums as low as $0 per month.
2200 Foote Ave, Jamestown, NY 14701, United States -
Paul Berkman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPaul Berkman, a financial advisor at Ameriprise Financial Services, LLC, located at 767 3rd Avenue in New York, New York, is dedicated to helping clients prepare for their financial goals. With a focus on personalized advice, Paul takes the time to understand what matters most to each individual, whether it's saving for college, planning for retirement, or making smart investments. By offering tailored financial advice, clients can feel more confident and in control of their financial future. Paul Berkman is committed to helping clients navigate the complexities of investing, understanding that risk and reward are closely linked. By assessing risk tolerance and creating a customized investment strategy, clients can make informed decisions about their financial portfolios. Paul is registered in states where he can conduct securities business, and clients can find more information on his qualifications through FINRA's BrokerCheck website.
767 3rd Ave Fl 38th, New York, NY 10017, United States -
Derek Lionel Scott, Bankers Life Agent
● ClosedDerek Lionel Scott, Bankers Life Agent is an insurance agency located at 133-33 Brookville Boulevard in New York, United States. Our experienced agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients compare and choose the right Medicare Advantage plan for their needs. Medicare Advantage (Part C) is a comprehensive alternative to Original Medicare, offering similar coverage with the added benefit of prescription drug coverage. With annual out-of-pocket limits and some plans available with $0 monthly premiums, we can help you find the best plan for your healthcare needs.
133-33 Brookville Blvd Ste 318, Queens, NY 11422, United States -
Shaker Heritage Society
● ClosedThe Shaker Heritage Society, located at 25 Meeting House Road in Albany, New York, is a museum and tourist attraction dedicated to preserving the history and culture of the Shakers. The Society offers educational programming for all ages, including school programs and adult programs. Visitors can explore the historic grounds and buildings, including the 1915 Shaker Barn and the 1848 Meeting House, which are available for events and rentals. The Society also hosts craft fairs, lectures, workshops, and other events throughout the year to educate the public about the Shakers and their influence on American history. Visitors can read curated articles on the Society's blog, Virtual Watervliet, to learn more about Shaker lifestyle and preservation efforts.
25 Meeting House Rd, Albany, NY 12211, United States -
Ward Arcuri Foley & Dwyer
● ClosedWard Arcuri Foley & Dwyer is a law firm located at 2973 New York 28, Old Forge, New York, United States. With a focus on estate planning, Medicaid planning, real estate, business, and corporate law, the firm is dedicated to protecting the assets and aspirations of its clients. Drew Ward and Michael Arcuri, with over 50 years of combined experience, lead a team that prioritizes personalized service and one-on-one consultations to understand and meet the legal needs of each individual. The firm also offers workshops on FREE Medicaid Requirements and the Importance of Estate Planning to educate the community on essential legal matters. Additionally, Ward Arcuri Foley & Dwyer provides services for corporations and LLCs to ensure compliance with the Corporate Transparency Act. With locations in New Hartford, Old Forge, and New York City, the firm is committed to serving clients at every stage of life and providing comprehensive legal solutions for estate planning, real estate transactions, business strategies, and more. Trust in Ward Arcuri Foley & Dwyer to protect and guide you through all your legal needs.
2973 NY-28, Old Forge, NY 13420, United States -
Fine Gordon
● OpenFine Gordon is a prestigious law firm located at 1767 Front Street in Yorktown Heights, New York. With a team of experienced and dedicated lawyers, Fine Gordon is committed to providing top-notch legal services to clients in various practice areas. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Fine Gordon has the expertise to guide you through the legal process. Contact Fine Gordon today to schedule a consultation and see how their skilled attorneys can help you achieve the best possible outcome for your legal matters.
1767 Front St, Yorktown Heights, NY 10598, United States -
Pauline Yeung-Ha
● ClosedThe Pauline Yeung-Ha institution, located at 652 4th Avenue in New York, United States, is a full service Elder Law firm offering legal services in planning for the pre-and post-retirement years. With experienced lawyers who provide compassionate legal guidance, the institution is committed to helping clients navigate some of the most stressful decisions of their lives. The culturally diverse office staff are conversant in multiple languages, including English, Spanish, Cantonese, and Mandarin Chinese, ensuring that clients feel comfortable discussing their needs and hopes. The institution offers in-person services and virtual appointments, with office hours from Monday to Friday from 9:00 am to 5:00 pm. The firm's blog posts cover a range of topics related to estate planning, including intergenerational art exhibits, special planning steps for Alzheimer's and Dementia, and essential estate planning for singles, married couples, families with minor children, and blended families. With over 100 years of combined experience, the institution is dedicated to providing personalized legal solutions for clients at every stage of their lives. Testimonials from satisfied clients highlight the professionalism, expertise, and compassion of the lawyers and staff at Pauline Yeung-Ha.
652 4th Ave, Brooklyn, NY 11232, United States -
Davies Law Firm PC
● OpenDavies Law Firm PC, located at 714 University Avenue in Syracuse, New York, is a trusted institution specializing in estate planning and legal services. Our team of knowledgeable and friendly staff members are dedicated to helping clients of all ages and backgrounds protect their assets and loved ones. From setting up Living Trust plans to managing affairs in the event of serious illness or death, we provide professional and thorough guidance throughout the entire process. During the COVID-19 pandemic, we prioritize the safety and health of our clients by conducting seminars in large rooms to allow for social distancing and requiring masks at all times. Our diverse clientele includes individuals with modest to large estates, single or married, with or without children, all seeking to secure their financial future and ensure a smooth transition of assets to their beneficiaries.
714 University Ave, Syracuse, NY 13202, United States
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Eco friendly vacation rentals
- Small business loan
- Personal loan
- Lawyer
- Law company
- estate planning essentials in Akron
- estate planning essentials in Albany
- estate planning essentials in Bay Shore
- estate planning essentials in Bellport
- estate planning essentials in Binghamton
- estate planning essentials in Buffalo
- estate planning essentials in Camillus
- estate planning essentials in Canton
- estate planning essentials in Cicero
- estate planning essentials in Cortland
- estate planning essentials in Deer Park
- estate planning essentials in Huntington Station
- estate planning essentials in Irvington
- estate planning essentials in Jamestown
- estate planning essentials in Kingston
- estate planning essentials in Lake Ronkonkoma
- estate planning essentials in Latham
- estate planning essentials in Mount Vernon
- estate planning essentials in Northport
- estate planning essentials in Old Forge
- estate planning essentials in Pearl River
- estate planning essentials in Port Jervis
- estate planning essentials in Riverhead
- estate planning essentials in Southampton
- estate planning essentials in Spring Valley
- estate planning essentials in Syracuse
- estate planning essentials in Tarrytown
- estate planning essentials in Thornwood
- estate planning essentials in Tuckahoe
- estate planning essentials in Utica
- estate planning essentials in Victor
- estate planning essentials in White Plains
- estate planning essentials in Woodbury
- estate planning essentials in Yorktown Heights
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos