TOP 10 Estate planning for families in Rye Brook, New York

Modera Wealth Management is a team of experienced financial advisors and planners located in Rye Brook, New York. Situated at 800 Westchester Avenue, our institution offers personalized financial solutions to help individuals and families achieve their monetary goals. With a focus on comprehensive wealth management, retirement planning, investment strategies, and estate planning, our dedicated team is committed to providing expert guidance and support to our clients. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Modera Wealth Management is here to help you navigate the complexities of finance with confidence and peace of mind.

Blind Brook Lodge is a prestigious institution located at 66 Milton Road in Rye, New York, United States. This elegant and historic building offers a tranquil and serene setting for its residents. With luxurious accommodations and top-notch amenities, Blind Brook Lodge provides a comfortable and welcoming environment for individuals seeking a high-quality living experience. From the beautifully landscaped grounds to the well-appointed interiors, every detail has been carefully curated to ensure a truly exceptional living experience. Whether you are looking for a peaceful retreat or a vibrant community, Blind Brook Lodge offers the perfect balance of comfort and convenience.

Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.

Pell Wealth Partners - Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, is a finance institution that has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Pell Wealth Partners is dedicated to helping individuals and families answer important financial questions, such as ensuring they do not run out of money before they run out of life. With a diverse team of advisors specializing in areas such as insurance, divorce financial planning, and multigenerational planning, Pell Wealth Partners offers expertise in Socially Responsible Investing and quantitative investing strategies. The institution's core values focus on alleviating financial stress and empowering future prosperity through personalized financial planning that aligns with clients' goals and values. Clients can expect a comprehensive initial consultation to discuss their financial priorities and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security in their financial planning journey.

Lincoln Financial Advisors is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced financial advisors, they provide comprehensive financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Lincoln Financial Advisors offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world and secure their financial future.

Michael Batas is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States. He 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Michael Batas is dedicated to helping individuals and businesses achieve their financial goals.

Michael Paulmeno is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on finance, Michael provides expert advice and guidance to clients seeking to secure their financial future. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to ensure transparency and trust with clients. Michael Paulmeno is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution provides consultations on financial planning concepts, with a focus on understanding each client's unique needs and goals. While Ameriprise Financial cannot guarantee future financial results, the institution strives to empower clients to make informed decisions. By referring friends and family to Michael Paulmeno, clients can help their loved ones achieve their financial goals. Privacy and security are a top priority at Ameriprise Financial, with strict adherence to website rules and regulations. Clients can rest assured that their information is protected through the institution's Online Security Guarantee. Feel free to reach out to Michael Paulmeno for a personalized consultation to discuss your financial needs.

Geri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell 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 Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Stacey Jacobson, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 800 Westchester Avenue in Rye Brook, New York, Stacey provides personalized financial planning services to individuals and families. With a focus on wealth management, retirement planning, and investment strategies, Stacey strives to empower her clients to make informed decisions about their finances. Trust Stacey Jacobson to guide you towards a secure financial future.

Lara Flanagan is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With a focus on providing personalized financial planning and investment strategies, Lara helps clients navigate their financial goals and achieve long-term success. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Lara Flanagan is committed to helping you make informed decisions and secure your financial future. Contact her today to schedule a consultation and take the first step towards financial security.

Daniel Ahearn is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With a focus on helping clients achieve their financial goals, Daniel provides personalized financial planning and investment advice to individuals and families. With a strong background in finance and a commitment to delivering exceptional service, Daniel Ahearn is a trusted partner in helping clients navigate the complexities of the financial world. Contact Daniel Ahearn at Ameriprise Financial Services, LLC for expert guidance on your financial journey.

Michael Carter - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. As a trusted financial advisor, Michael Carter provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can feel confident in their financial decisions when working with Michael Carter and Ameriprise Financial Services, LLC.

Lombardi and Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lombardi and Associates is dedicated to providing personalized financial planning and investment strategies tailored to each client's specific needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lombardi and Associates can help you navigate the complex world of finance with confidence.

Melanie Bhandari is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With years of experience in the finance industry, Melanie provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Melanie Bhandari is committed to helping you navigate the complex world of finance with confidence and peace of mind. Contact her today to schedule a consultation and take the first step towards securing your financial future.

Danziger Legal PLLC is a reputable law firm located at 800 Westchester Avenue in Rye Brook, New York, United States. Specializing in various legal matters, their team of experienced lawyers provides professional and dedicated services to their clients. Whether you are in need of legal advice, representation in court, or assistance with contracts and agreements, Danziger Legal PLLC is committed to helping you navigate the complexities of the legal system with expertise and efficiency. Contact them today for personalized legal solutions tailored to your specific needs.

Amoruso & Amoruso, LLP is a renowned law firm located at 800 Westchester Avenue, Rye Brook, New York, United States. Specializing in estate planning and elder law matters, our team of experienced attorneys, including Michael Amoruso and Sreelekha Chakrabarty Amoruso, work diligently to create customized, holistic plans that protect your legacy and age with you. We go beyond traditional wills and trusts to consider your life goals, financial objectives, long-term care needs, and tax goals. Our comprehensive estate plans also address asset distribution and family dynamics to ensure your loved ones are well-provided for now and in the future. At Amoruso & Amoruso, LLP, we believe in building long-term relationships with our clients to ensure their estate plans evolve with their changing circumstances. Our attorneys stay up-to-date on the latest developments in elder law and estate planning to provide you with solutions tailored to your individual needs. With our commitment to excellence and compassion, we have helped thousands of clients in New York and Connecticut secure their futures and achieve peace of mind.

Carl J. Nelson Law, P.C. is a prestigious law firm located at 800 Westchester Avenue in Rye Brook, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, the experienced team at Carl J. Nelson Law, P.C. is dedicated to providing top-notch legal representation and personalized service to their clients. With a commitment to excellence and a track record of success, this firm is a trusted ally in navigating the complexities of the legal system. Contact Carl J. Nelson Law, P.C. for expert legal guidance and advocacy.

Hallahan Mc Guinness & Lorys is a top-rated insurance agency located at 553 Westchester Avenue in Rye Brook, New York. With a team of experienced professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, they have you covered. Their commitment to exceptional customer service and personalized insurance solutions sets them apart from the competition. Visit Hallahan Mc Guinness & Lorys today for all your insurance needs.

The Law Offices of Vincent Gelardi is a prestigious legal institution located at 800 Westchester Avenue in Rye Brook, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. With a commitment to excellence and a track record of success, the Law Offices of Vincent Gelardi is the go-to choice for individuals seeking expert legal guidance in the United States.

Martino & Weiss Attorneys at Law is a prestigious legal institution located at 800 Westchester Avenue in Rye Brook, New York. Specializing in a wide range of legal services, their team of experienced lawyers is dedicated to providing top-notch representation and guidance to clients in need. Whether you are facing a complex legal issue or simply need advice on a legal matter, Martino & Weiss Attorneys at Law is committed to helping you navigate the legal system with confidence and peace of mind. With a reputation for excellence and a track record of success, you can trust Martino & Weiss Attorneys at Law to advocate for your best interests and deliver results.

Andrew D. Brodnick, Esq. is a reputable law firm located at 800 Westchester Avenue in Rye Brook, New York. Specializing in various legal matters, Andrew D. Brodnick, Esq. offers expert legal services to clients in need of professional representation. With a focus on providing personalized attention and tailored solutions, this institution is dedicated to serving the legal needs of individuals and businesses in the United States. Contact Andrew D. Brodnick, Esq. for top-notch legal assistance and guidance.

Scofield William F is a prestigious law firm located at 800 Westchester Avenue in Rye Brook, New York. Specializing in various areas of law, the institution is known for its dedication to providing top-notch legal services to clients in the United States. With a team of experienced and knowledgeable lawyers, Scofield William F is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or guidance, you can trust Scofield William F to handle your case with professionalism and expertise.

Vincent Rippa Law Offices is a reputable legal institution located at 800 Westchester Avenue in Rye Brook, New York. Specializing in various areas of law, the team of skilled lawyers at Vincent Rippa Law Offices is dedicated to providing top-notch legal services to clients in need. With a strong track record of success and a commitment to excellence, this institution is a trusted choice for individuals seeking expert legal representation in the United States.

The Law Office of Marcia E. Kusnetz, P.C. is a reputable legal institution located at 2 International Drive in Rye Brook, New York. Specializing in various areas of law, including personal injury, family law, and estate planning, our dedicated team of lawyers is committed to providing top-notch legal services to our clients. With years of experience and a track record of success, we strive to deliver personalized and effective representation to meet the unique needs of each individual case. Trust us to advocate for your rights and achieve the best possible outcome for your legal matters. Contact us today to schedule a consultation and see how we can assist you.

Belle Haven Investments is a premier finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on providing top-notch financial services and investment opportunities, Belle Haven Investments is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Belle Haven Investments has the expertise and resources to help you succeed. Trust in Belle Haven Investments for all your financial needs.

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.

Welcome to The Giraldo Group, your premier real estate agency located at 1 Wolfs Lane, Village of Pelham, New York 10803. We specialize in offering an exquisite selection of properties that cater to diverse needs and lifestyles. Whether you're looking to build your dream home with breathtaking Hudson River views, invest in a lucrative income property, or find your perfect family home, we have something for everyone. Explore our featured areas, including stunning contemporary homes with luxurious amenities and prime locations. Imagine living in a 6-bedroom, 6-bathroom haven with a heart-shaped pool and wrap-around decks, or in a brand-new 2024 home with modern efficiency and style, just steps away from local shops and transportation.