Estate planning for families in Pleasantville, New York

Financial Planning Services at The Financial Gym, located at 1077 Pleasantville Road in Briarcliff Manor, New York, offers personalized financial planning and coaching to help individuals achieve their financial goals. Our team of experienced professionals provide guidance on budgeting, saving, investing, and more to help clients build a strong financial foundation. Whether you're looking to buy a home, save for retirement, or pay off debt, our services can help you navigate the complex world of finance with confidence. Visit us today to start your journey towards financial fitness.

David M Kleiner is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 555 Pleasantville Road, Briarcliff Manor, New York, United States. David holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in areas such as wealth management, estate planning, retirement planning, investment management, and financial planning for special needs families and military personnel. As a Private Wealth Advisor, David provides comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, David is dedicated to helping clients achieve their financial goals and secure their financial futures.

Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. Jared D Lynne holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jared D Lynne's commitment to providing comprehensive and specialized financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, Jared D Lynne has the knowledge and expertise to help you achieve your financial goals. Contact Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC for personalized and professional financial advice.

Danielle Guilderson - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Danielle provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings are held to review progress, adjust strategies as life changes, and track progress towards goals. Clients have secure access to their investments and accounts from any device. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts. Please note that written analysis and recommendations are not provided during this consultation. Ameriprise Financial Services, LLC cannot guarantee future financial results.

Ann Herrero is a financial advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. Ann Herrero holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ann Herrero's expertise in various areas of finance including asset management, retirement planning, estate planning, and investment strategies. Clients can trust Ann Herrero to provide comprehensive and personalized financial advice tailored to their individual needs.

Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC. As a finance institution, they specialize in providing comprehensive wealth management services to individuals, families, and businesses. Their team of experienced financial advisors work closely with clients to create personalized financial plans tailored to their unique goals and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hudson Peak Wealth Advisors is dedicated to helping you achieve financial success.

The Law Office of W. Paul Alvarez PLLC is a trusted legal firm located at 320 Manville Road in Pleasantville, New York. Our team of experienced attorneys is dedicated to providing high-quality legal services to clients in various areas of law, including personal injury, family law, real estate, and more. With a commitment to excellence and personalized attention, we strive to achieve the best possible outcomes for our clients. Contact us today for professional legal representation you can trust.

Meyer & Spencer, PC is a renowned law firm located at 390 Bedford Road in Pleasantville, New York. Specializing in estate planning, trusts, elder law, Medicaid planning, real estate transactions, probate, and more, our experienced attorneys provide personalized attention to each client. With over 50 years of combined experience, our team is dedicated to helping clients navigate life's changes and ensure financial security for themselves and their families. From simple wills to complex trusts, we offer tailored legal advice to meet your unique needs. Serving clients in Westchester, Putnam, Rockland, Orange, Dutchess, Bronx, and New York counties, we are committed to making a meaningful difference in the lives of our clients and their loved ones. Contact us today to schedule a consultation with one of our Westchester & Putnam County estate planning lawyers.

Christine J. Klein, P.C. is a reputable law firm located at 141 Tompkins Avenue in Pleasantville, New York. Specializing in various legal services, including but not limited to personal injury, family law, and estate planning, the firm is dedicated to providing top-notch representation for clients in need. With a focus on personalized attention and expert guidance, Christine J. Klein, P.C. is committed to achieving the best possible outcomes for their clients. Contact them today for a consultation.

Gullotta & Shilinski, LLP is a prestigious law firm located at 427 Bedford Road in Pleasantville, New York. With a team of experienced lawyers, they offer a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, and estate planning, Gullotta & Shilinski, LLP is dedicated to providing top-notch legal representation and personalized attention to each and every client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust the professionals at Gullotta & Shilinski, LLP to provide expert advice and advocacy.

D' Agostino Law Office, PC is a law firm located at 427 Bedford Road in Pleasantville, New York. They also have a second office located at 200 Mamaroneck Ave Ste 500 in White Plains, NY. Specializing in legal services, the firm is dedicated to providing expert advice and representation to their clients. With a team of experienced lawyers, D' Agostino Law Office, PC is committed to helping individuals navigate through legal matters with professionalism and integrity. The firm is known for their personalized approach and dedication to achieving the best possible outcome for their clients.

Raymond Shepetuk Law Office is a reputable legal institution located in Pleasantville, New York. Specializing in various areas of law, including but not limited to personal injury, criminal defense, and family law, the office is committed to providing high-quality legal services to its clients. With a team of experienced and dedicated lawyers, Raymond Shepetuk Law Office strives to achieve the best possible outcomes for each case they handle. Located at 415 Bedford Road, this institution is a trusted choice for individuals seeking professional legal representation in the United States.

The Law Office of Kory Salomone, PC is a reputable legal firm located at 501 Marble Avenue in Pleasantville, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Kory Salomone and his team provide expert legal representation to clients throughout the United States. With a commitment to delivering personalized and effective legal solutions, the firm has earned a reputation for excellence in the legal community. Contact The Law Office of Kory Salomone, PC for skilled and dedicated legal assistance.

The Law Offices of Natalie S. Felsenfeld PLLC is a reputable legal firm located at 15 Pleasantville Road in Ossining, New York. Specializing in a wide range of legal services, including family law, estate planning, real estate transactions, and more, our experienced team is dedicated to providing top-notch legal representation to clients in the United States. With a focus on personalized attention and exceptional client service, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Elia & Curran LLC is a reputable law firm located at 427 Bedford Road in Pleasantville, New York. With a team of experienced attorneys, they specialize in a variety of legal services including real estate law, estate planning, and business law. Their dedication to providing personalized and professional service to each client sets them apart from other law firms in the area. Whether you are in need of legal advice for a real estate transaction or assistance with creating a comprehensive estate plan, Elia & Curran LLC is committed to helping you navigate the legal process with ease and confidence. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Welcome to Martineau & Martineau, your trusted legal partners located at 444 Bedford Road, Pleasantville, New York. As a distinguished law firm, we are committed to providing exceptional legal services tailored to meet the unique needs of our clients. At Martineau & Martineau, we specialize in a wide range of legal areas, ensuring that you receive comprehensive support and expert guidance in every aspect of your legal journey. Our team of experienced attorneys is dedicated to upholding the highest standards of professionalism and integrity. We take pride in offering personalized attention and strategic solutions to help you navigate the complexities of the legal system with confidence. Whether you require assistance with family law, real estate transactions, business law, or any other legal matter, we are here to advocate for your best interests.

Welcome to Astor Lane Realty, your premier destination for all your real estate needs in Westchester County, New York. Located at 531 Central Park Avenue in the charming town of Scarsdale, we pride ourselves on being the best resource for buying or selling homes in the local market. Whether you’re searching for a cozy condo, sprawling estate, or a promising investment property, our website offers the most comprehensive and user-friendly real estate search tools available. Updated every 15 minutes directly from the official Realtor®'s database, you can trust that the information you find is current and reliable. Our website not only allows you to save searches and receive daily alerts about new listings and price changes, but it also offers an Interactive Map Search. This feature enables you to view properties on a map, or refine your search by drawing boundaries around your desired area. Curious about the market trends in your neighborhood? Create a custom market report to see what's active, under contract, and sold near you.