Estate planning for high net worth individuals in New York, NY
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Whelan Financial Planning
● ClosedWhelan Financial Planning is a trusted finance institution located at 2127 Crompond Road in Cortlandt, New York. With a team of experienced financial planners, they offer personalized financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a budget, Whelan Financial Planning is dedicated to providing expert guidance and support. Contact them today to schedule a consultation and take the first step towards securing your financial future.
BY APPOINTMENT ONLY, 2127 Crompond Rd, Cortlandt, NY 10567, United States -
Long Island Tax and Planning Inc.
● OpenLong Island Tax and Planning Inc. is a finance institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. Our firm is dedicated to handling all of your financial needs so you can focus on what truly matters. Our experienced team of accountants works with you year-round to implement tax-saving strategies and avoid last-minute tax planning. We also offer comprehensive bookkeeping services to keep your business running smoothly. At Long Island Tax and Planning Inc., you will work with a certified CPA to assess your financial situation and ensure you are paying the right amount of taxes. We also provide business valuations for mergers, acquisitions, and equity offerings. Our goal is to help you achieve your ideal lifestyle through strategic financial planning.
95 Smithtown Blvd, Smithtown, NY 11787, United States -
Empire Estate Planning & Services
● ClosedEmpire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.
1615 Main St, Pleasant Valley, NY 12569, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a reputable finance and insurance agency located at 777 Westchester Avenue in White Plains, New York. With a strong presence in the United States, New York Life Insurance offers a wide range of insurance products and financial services to meet the needs of individuals and businesses. Their experienced agents provide personalized guidance and support to help clients protect their assets and secure their financial future. Trust in New York Life Insurance for reliable coverage and expert advice.
777 Westchester Ave 4th floor, White Plains, NY 10604, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a reputable finance and insurance agency located at 1660 Walt Whitman Road in Melville, New York. As one of the largest and most trusted insurance companies in the United States, New York Life Insurance offers a wide range of insurance products and financial services to individuals and businesses. With a long history of providing reliable and comprehensive coverage, customers can trust New York Life Insurance to protect their assets and provide peace of mind for the future.
1660 Walt Whitman Rd, Melville, NY 11747, United States -
Capital Financial Advisors of New York
● ClosedCapital Financial Advisors of New York is a premier financial institution located at 10 Maxwell Drive in New York, United States. Specializing in finance, our team of expert advisors provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a comprehensive range of services tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Capital Financial Advisors of New York is here to help you navigate the complexities of the financial world.
10 Maxwell Dr #104b, Clifton Park, NY 12065, United States -
Albany Financial Planning
● OpenAlbany Financial Planning is a reputable finance institution located at 127 North Allen Street in Albany, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for your future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
127 N Allen St, Albany, NY 12206, United States -
Revolutionary Financial Planning
● ClosedRevolutionary Financial Planning is a finance and insurance agency located at 4 Executive Park Drive in New York, United States. Our team is dedicated to guiding you through all seasons of life, offering services such as Financial Planning, Retirement Planning, Estate Planning, Investment Management, Healthcare, and Income Protection. Securities-related transactions are managed by our subsidiary, Halliday Financial, LLC, a member of FINRA and SIPC. We are registered in states where required and have a transparent background on FINRA's BrokerCheck. Please note that past performance may not predict future results, and different investments involve varying degrees of risk. Our goal is to provide personalized advice and help you build a successful investment portfolio. Visit our Legal and Disclosure page for more information.
4 Executive Park Dr, Clifton Park, NY 12065, United States -
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 -
New York Life
● ClosedNew York Life is an insurance agency located at 35 East Main Street, Westfield, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential market gains. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and offer professionally managed investments with low fees. They offer a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an estate plan. With over 12,000 agents nationwide, New York Life is committed to helping you protect your family and plan for the future. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Visit their website for articles, guides, and financial calculators to help clarify your financial goals.
35 E Main St, Westfield, NY 14787, United States -
Laufer Planning Corporation
● OpenLaufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.
Monroe, NY 10950, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a reputable finance and insurance agency located at 1601 Kings Highway in New York, United States. With a long-standing history and commitment to providing individuals and families with reliable insurance coverage, New York Life Insurance offers a range of policies to meet the unique needs of its clients. Their team of experienced agents are dedicated to helping customers find the right coverage options to protect their loved ones and assets. Trust New York Life Insurance to provide you with peace of mind and financial security for the future.
1601 Kings Hwy 2nd Floor, Brooklyn, NY 11229, United States -
New York Life Insurance: Efraim Schnitzer
● OpenNew York Life Insurance: Efraim Schnitzer is a reputable insurance agency located at 1983 Marcus Avenue, New Hyde Park, New York. With a focus on providing quality insurance products and services to individuals and families, this institution is dedicated to helping clients protect their financial futures. Efraim Schnitzer and his team of experienced professionals offer personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance: Efraim Schnitzer is committed to helping you achieve your financial goals. Contact them today to learn more about their services and how they can help you secure a brighter tomorrow.
1983 Marcus Ave, New Hyde Park, NY 11042, United States -
S.E.E.D. Planning Group - Fee-only Financial Planning by Fiduciaries
● ClosedS.E.E.D. Planning Group is a fee-only financial planning institution located at 100 Elwood Davis Road in Syracuse, New York. As fiduciaries, we believe in the importance of financial planning in investment decision-making, tailored to meet your individual financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. At S.E.E.D., we offer a unique perspective on wealth management through our Ditch the Suits program, where our experienced planners share valuable insights on protecting your family's wealth and navigating financial complexities. Whether you're a business owner looking to secure your family's future or a parent seeking guidance on college or trade school options for your high school student, we have programs to help align your financial goals with your aspirations.
100 Elwood Davis Rd 2nd Floor, Syracuse, NY 13212, United States -
Total Wealth Planning, LLC
● OpenTotal Wealth Planning, LLC is a finance institution located at 140 Fell Court in Hauppauge, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through comprehensive wealth planning strategies. From retirement planning to investment management, we offer personalized services tailored to each client's unique needs. Trust Total Wealth Planning, LLC to guide you towards financial success and security.
140 Fell Ct #107, Hauppauge, NY 11788, United States -
The Unger Company Estate Tax Planning of New York, NY
● ClosedThe Unger Company Estate Tax Planning, located in New York, NY, is a finance institution specializing in protecting and passing along high net worth individuals' assets and legacies. With a focus on smart planning and attention to detail, The Unger Company works with clients who are among the wealthiest Americans, ensuring that their family wealth and lifestyle are safeguarded for future generations. The team at The Unger Company, led by founder Harold Unger, is dedicated to utilizing the best and most-proven methods to protect assets and pass along ethics, working collaboratively with clients' attorneys, accountants, and asset managers to create custom plans. With a half-century of experience, The Unger Company has successfully saved millions of dollars for their clients and is committed to providing optimal protection for a family's financial legacy. Specializing in high net worth and ultra-high net worth clients, The Unger Company offers creative thinking, insight, and thoughtful perspective in planning significant wealth transfer. Their mission is to help clients plan for the transfer of wealth, ensuring that heirs can manage tax burdens and continue a family legacy for generations to come. With expertise in insurance and tax law, The Unger Company is a vital partner in protecting and preserving a family's financial legacy.
641 Lexington Ave 20th floor, New York, NY 10022, 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 -
Knickerbocker Advisors Inc
● OpenKnickerbocker Advisors Inc is a finance institution based in Pine Plains, New York, United States. We specialize in providing expert financial advice and management services to individuals, families, and businesses. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest for retirement, plan for your children's education, or grow your wealth, Knickerbocker Advisors Inc is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
Pine Plains, NY 12567, United States -
Infiniti Wealth Management
● ClosedInfiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.
3 Starr Ridge Rd #103, Brewster, NY 10509, United States -
Weiss Financial Group
● ClosedWeiss Financial Group is a reputable finance institution located at 704 U.S. 6 in Mahopac, New York, United States. With a strong commitment to providing top-notch financial services, Weiss Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Weiss Financial Group is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Visit us today to learn more about how we can help you secure your financial future.
704 US-6, Mahopac, NY 10541, United States -
Andrew J. Donovan, Ph.D.,CFP
● ClosedAndrew J. Donovan, Ph.D., CFP is a reputable finance and insurance agency located at 168 Country Club Road in Hopewell Junction, New York. Led by Dr. Donovan, a Certified Financial Planner, the institution offers expert financial planning and insurance services to individuals and businesses in the United States. With a focus on personalized and comprehensive financial solutions, clients can trust Andrew J. Donovan, Ph.D., CFP to help them achieve their financial goals and secure their future.
168 Country Club Road, Hopewell Junction, NY 12533, United States -
Mountain View Strategic Wealth, LLC
● ClosedMountain View Strategic Wealth, LLC is a finance institution located at 200 North Drive in Hopewell Junction, New York, United States. Our team of experienced professionals is dedicated to providing strategic wealth management services to help our clients achieve their financial goals. We offer personalized investment strategies, retirement planning, and financial advisory services to individuals, families, and businesses. At Mountain View Strategic Wealth, LLC, we prioritize building long-lasting relationships with our clients based on trust, integrity, and expertise. Contact us today to learn more about how we can help you secure your financial future.
i.Park, 200 North Dr Suite 103, Hopewell Junction, NY 12533, United States -
Financial Services
● ClosedFinancial Services is a reputable institution located at 14 Durkee Street in Plattsburgh, New York. We provide a wide range of finance-related services to individuals and businesses, including wealth management, investment advice, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Financial Services is here to provide expert guidance and support. Visit us today to learn more about how we can help you achieve financial success.
14 Durkee St # 140, Plattsburgh, NY 12901, United States -
Samalin Wealth
● OpenSamalin Wealth is a renowned finance institution located at 297 King Street in Chappaqua, New York, United States. With a team of experienced professionals, Samalin Wealth offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, their experts provide personalized solutions tailored to each client's unique needs. Trust Samalin Wealth to provide expert guidance and support on your financial journey.
297 King St, Chappaqua, NY 10514, United States -
LL Financial Services, LLC
● ClosedLL Financial Services, LLC is a leading accounting and finance institution located at 6 Sleator Drive in Ossining, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we have the expertise to guide you towards financial success. Trust LL Financial Services, LLC for all your accounting and finance needs.
6 Sleator Dr, Ossining, NY 10562, United States -
CMC Wealth Management
● ClosedCMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.
113 Nethermont Ave, White Plains, NY 10603, United States -
Merrill Lynch Financial Advisor James R Clark
● ClosedMerrill Lynch Financial Advisor James R Clark, located at 360 Hamilton Avenue in White Plains, New York, is a prestigious finance institution dedicated to providing exemplary client service. James Clark, a qualified Portfolio Manager, was named to the 2023 Forbes “Top Next Generation Wealth Advisors Best in State” list for his passion in delivering excellent service. With a focus on personalized financial planning, James follows a disciplined process that begins with understanding each client's unique goals and priorities. The institution offers the Merrill Personal Wealth Analysis™ to help clients build a personalized plan centered on their objectives. By collaborating with a team of specialists, they create customized strategies to reflect clients' aspirations for themselves and future generations. The Investment Personality Assessment helps tailor financial approaches to align with clients' investing preferences. With a commitment to putting clients first, Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions to help clients achieve their goals. James Clark is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation.
360 Hamilton Ave 8th Floor, White Plains, NY 10601, United States -
The SKG Team at Barnum Financial Group
● ClosedThe SKG Team at Barnum Financial Group is a finance institution located at 565 Taxter Road in Elmsford, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning and investment services to help our clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, we strive to build long-lasting relationships with our clients based on trust and integrity. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, The SKG Team is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
565 Taxter Rd #625, Elmsford, NY 10523, United States -
Newsholme Financial Services
● OpenNewsholme Financial Services is a reputable accounting and finance institution located at 2326 Crompond Road in Yorktown Heights, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Newsholme Financial Services to help you achieve your financial goals and secure a stable financial future.
2326 Crompond Rd, Yorktown Heights, NY 10598, United States -
Merrill Lynch Financial Advisor Adam Schur
● ClosedMerrill Lynch Financial Advisor Adam Schur is a finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. Specializing in providing personalized financial advice and investment strategies, Adam Schur and his team offer expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Merrill Lynch Financial Advisor Adam Schur is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
360 Hamilton Ave 8th Floor, White Plains, NY 10601, United States
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