- 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
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Estate planning for seniors in New York, NY
155 results found
A convenient service for searching for businesses, places and services
Merrill Lynch Financial Advisor Genie Zeigler
Merrill Lynch Financial Advisor Genie Zeigler is located at 75 Rockefeller Plaza, New York, New York, United States. Genie is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience providing wealth management and investment advisory services to affluent families, corporate executives, non-profit organizations, and high-net-worth individuals. She specializes in investments, retirement planning, estate planning, asset preservation, risk management, trusts, and portfolio construction. Genie's wealth management philosophy focuses on creating customized financial strategies to help clients navigate market uncertainties and reach their long-term financial goals. She has received numerous awards in the financial services industry and has been recognized as one of the top Women Wealth Management Advisors by Barron's Top Women Financial Advisor conference.
Merrill Lynch Financial Advisor Amelia E Prounis
Merrill Lynch Financial Advisor Amelia E Prounis is a highly experienced Senior Vice President and Senior Financial Advisor at the Fifth Avenue Financial Center complex in New York City. With a strong educational background and over 30 years of experience in wealth management, Ms. Prounis specializes in portfolio management for high net worth individuals both domestically and internationally. She also provides advisory services to small to mid-sized business organizations, including pension funds, endowments, 401K plans, and private foundations. Her areas of expertise include wealth management planning, residential lending, insurance, and estate planning. Ms. Prounis is actively involved in the community, serving on the board of the Grosvenor Neighborhood House in Harlem and participating in fundraising committees for various cultural and educational institutions in New York City. She is dedicated to helping her clients achieve their financial goals through long-term strategies, asset allocation modeling, and personalized investment management.
Merrill Lynch Financial Advisor Mariana Ng Meyerson
The Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.
Merrill Lynch Financial Advisor Daniel P. Ebert
Merrill Lynch Financial Advisor Daniel P. Ebert is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and goals in order to help you achieve financial success. Daniel Ebert, a Financial Advisor & Senior Portfolio Advisor, works with successful individuals and families to provide customized financial management strategies. With a focus on cash flow analysis, asset allocation, retirement planning, investment management, insurance, and estate planning services, Daniel and his team aim to help clients pursue their life goals and plan their legacy. By taking a planning-first approach and utilizing the open-architecture investment model at Merrill, Daniel can provide clients with a comprehensive financial strategy tailored to their individual needs. Additionally, with access to banking & lending, estate, trust, and insurance capabilities, Daniel serves as the ultimate financial resource for his clients. Through one-on-one conversations and personalized financial plans, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives, offering investment insights and strategies to help them achieve their goals. As a registered financial advisor in multiple states, Daniel Ebert is committed to helping his clients live their best financial lives by providing personalized investment strategies and comprehensive financial solutions.
Daniel Buckley - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Buckley is a Financial Advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. Daniel holds several prestigious 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®. Daniel is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. With a comprehensive knowledge of asset management, investment strategies, estate planning, retirement planning, insurance products, and more, Daniel is committed to helping clients achieve their financial goals. Contact Daniel Buckley at Ameriprise Financial Services, LLC for personalized and professional financial guidance.
Chris McIlraith - Financial Advisor, Ameriprise Financial Services, LLC
Chris McIlraith is a Financial Advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street in New York, New York, United States. Chris holds several 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Chris is dedicated to providing expert financial advice and 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 opportunities, insurance products, or tax planning, Chris has the knowledge and expertise to help you achieve your financial goals. Contact Chris McIlraith at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your specific needs and objectives.
Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC
Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, located at 767 3rd Avenue, New York, New York, United States, offers a wide range of financial services and expertise. Ralph Fatigate 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®, CFP®, 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®. With a focus on providing tailored financial solutions for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement, Ralph Fatigate is committed to upholding a high standard of ethics and professionalism in the financial industry. Whether you need help with asset management, estate planning, investment strategies, retirement planning, or insurance products, Ralph Fatigate is equipped to assist you in achieving your financial goals. Contact Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, for expert guidance and personalized financial planning services.
Ross Weiner - Financial Advisor, Ameriprise Financial Services, LLC
Ross Weiner - Financial Advisor, Ameriprise Financial Services, LLC, located at 530 5th Avenue, New York, New York, United States, specializes in providing comprehensive financial planning services. Ross Weiner holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ross Weiner is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Ross Weiner can provide tailored advice to meet your specific needs. Additionally, Ross Weiner offers specialized services for domestic partners, seniors, and those going through a divorce. With a commitment to ethics and ongoing education, Ross Weiner is a trusted advisor in the financial industry.
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 1 Teleport Drive in New York, United States. The institution offers a wide range of financial services and is known for its highly qualified team of professionals. The advisors at Philip Andriola hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications ensure that the advisors have the necessary knowledge and skills to provide expert financial advice to their clients.
Crump Life Insurance
Crump Life Insurance is a leading insurance agency located at 100 Ring Road West in Garden City, New York, United States. With a strong reputation for providing reliable and affordable life insurance policies, Crump Life Insurance is dedicated to helping individuals and families protect their financial future. Our experienced agents are committed to finding the best coverage options to meet the unique needs of each client. Contact us today to learn more about our comprehensive insurance solutions and how we can help you secure peace of mind for the future.
Metropolitan Life Insurance Co: Kraeger Michael
Metropolitan Life Insurance Co: Kraeger Michael is an insurance agency located at 125 Business Park Drive in Utica, New York, United States. Specializing in providing a variety of insurance products and services, they are dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, Metropolitan Life Insurance Co: Kraeger Michael is committed to offering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, health insurance, or retirement planning services, you can trust this institution to provide expert guidance and support every step of the way.
Paul Steckmeyer, Bankers Life Agent
Paul Steckmeyer, Bankers Life Agent is an insurance agency located at 6225 Sheridan Drive in Williamsville, New York, United States. As a Bankers Life Agent, Paul Steckmeyer provides personalized insurance solutions to help individuals and families protect their financial futures. With a focus on integrity and customer service, Paul Steckmeyer offers a range of insurance products, including life insurance, long-term care insurance, and retirement planning services. Whether you are looking to secure your loved ones' future or plan for your own retirement, Paul Steckmeyer, Bankers Life Agent is committed to helping you achieve your financial goals.
Debra Miller, Bankers Life Agent
Debra Miller, Bankers Life Agent is an insurance agency located at 300 Westage Business Center Drive in Fishkill, New York. Specializing in providing personalized insurance solutions, Debra Miller offers a range of policies to meet the unique needs of individuals and families. With a focus on customer service and expertise in the insurance industry, clients can trust Debra Miller to help them find the right coverage to protect their financial future. Visit the office today to speak with a knowledgeable agent and secure your peace of mind.
Theron Saunches, Bankers Life Agent
Theron Saunches, Bankers Life Agent is a reputable insurance agency located at 384 East 149th Street in New York, United States. As a dedicated Bankers Life agent, Theron Saunches provides personalized insurance solutions to help individuals and families protect their financial future. With a strong focus on customer service and a commitment to finding the right coverage for each client, Theron Saunches, Bankers Life Agent is a trusted partner in the insurance industry. Visit their office today to learn more about their services and how they can help you secure your financial well-being.
American General Life Insurance Co
American General Life Insurance Co is a reputable insurance agency located at 25 South Service Road in Jericho, New York. As a trusted provider of life insurance services, they offer a range of policies to meet the needs of individuals and families. With a commitment to customer satisfaction and financial security, American General Life Insurance Co is dedicated to helping clients protect their loved ones and plan for the future. Contact them today for personalized insurance solutions.
Jean Fils-Aime, Bankers Life Agent
Jean Fils-Aime, Bankers Life Agent is an insurance agency located at 133-33 Brookville Boulevard in New York, United States. Specializing in providing a range of insurance products and services, our agency is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, we strive to offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Jean Fils-Aime, Bankers Life Agent is here to help you navigate the complexities of insurance and secure peace of mind for the future. Contact us today to learn more about our services and how we can assist you in safeguarding your financial well-being.
Derek Lionel Scott, Bankers Life Agent
Derek 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.
Ryan Sargent, Bankers Life Agent
Ryan Sargent, Bankers Life Agent is a reputable insurance agency located at 1175 Pittsford Victor Road in Pittsford, New York, United States. As a licensed Bankers Life agent, Ryan Sargent offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and comprehensive coverage, Ryan Sargent is dedicated to helping clients protect their financial future and achieve peace of mind. Contact Ryan Sargent, Bankers Life Agent today to learn more about their insurance offerings and how they can assist you in securing the right coverage for your needs.
Shawn Hoffman, Bankers Life Agent
Shawn Hoffman, Bankers Life Agent is a reputable insurance agency located at 7 Southside Drive in New York, United States. Specializing in providing personalized insurance solutions, Shawn Hoffman and his team strive to help clients protect their financial future and achieve peace of mind. With a strong focus on customer service and a commitment to finding the best coverage options for each individual, Shawn Hoffman, Bankers Life Agent is a trusted partner in navigating the complexities of insurance. Contact them today to learn more about their services and how they can assist you in securing the right insurance plan for your needs.
Jeffrey Chappell, Bankers Life Agent
Jeffrey Chappell, Bankers Life Agent is an insurance agency located at 646 Plank Road in New York, United States. Specializing in providing a range of insurance products and services, Jeffrey Chappell helps clients navigate the complexities of insurance policies and find the best coverage for their needs. With a focus on personalized service and attention to detail, this agency is dedicated to helping individuals and families protect their financial future. Contact Jeffrey Chappell, Bankers Life Agent today to learn more about their insurance offerings and how they can assist you in securing the right coverage.
Thomas W Paul Ma Casac Cgp
Thomas W Paul Ma Casac Cgp is a health institution located at 73 West Main Street in Macedon, New York, United States. Specializing in substance abuse counseling and mental health therapy, Dr. Thomas W Paul offers a compassionate and personalized approach to helping individuals overcome addiction and improve their overall well-being. With a Certified Alcoholism and Substance Abuse Counselor (CASAC) certification and Certified Group Psychotherapist (CGP) designation, Dr. Paul is dedicated to providing high-quality care and support to his patients.
Galli Law, PLLC
Galli Law, PLLC is a reputable legal institution located at 6555 Ridings Road in Syracuse, New York, United States. Specializing in real estate and development law, Galli Law offers a wide range of legal services for real estate owners, including transactions, leasing, financing, and more. With a team of experienced attorneys, Galli Law provides comprehensive legal services to protect the interests of their clients and facilitate successful transactions. In addition to real estate law, Galli Law also handles commercial litigation, representing clients in various disputes such as contract claims, real property litigation, personal injury claims, securities litigation, and commercial business disputes. The team at Galli Law is dedicated to achieving the best possible outcome for their clients and has extensive trial, arbitration, and mediation experience.
WSM Elder Law
WSM Elder Law is a reputable law firm located at 113 West Center Street in Medina, New York. Specializing in elder law, their team of expert lawyers are dedicated to providing high-quality legal services to elderly clients and their families. With a focus on estate planning, long-term care, Medicaid planning, and more, WSM Elder Law is committed to helping seniors navigate complex legal issues and secure their future. Trustworthy, compassionate, and experienced, WSM Elder Law is the go-to institution for all elder law needs in the United States.
Giordano Elder Law NY
Giordano Elder Law NY is a solo practice law firm located at 572 Route 303 in Blauvelt, New York. Led by Michael C. Giordano, a lawyer with a business background and MBA in finance, the firm specializes in elder law, offering services such as Estate and Medicaid Planning, Wills and Trusts, Probate, and Guardianships. Serving the Hudson Valley area of New York, including Rockland, Orange, Duchess, Putnam, and Westchester Counties, Giordano Elder Law NY is dedicated to providing expert legal counsel to seniors and their families. Contact them at (845)-709-6322 for more information.
Bernard A. Krooks
Bernard A. Krooks is a prestigious law firm located at 399 Knollwood Road in White Plains, New York. Specializing in various areas of law such as estate planning, elder law, and special needs planning, the team at Bernard A. Krooks is dedicated to providing top-notch legal services to their clients. With years of experience and a commitment to excellence, they strive to help individuals and families navigate complex legal matters with confidence and peace of mind. Contact Bernard A. Krooks today for expert legal assistance in the United States.
Law Offices of Lawrence Cohen - Elder Law Attorney
The Law Offices of Lawrence Cohen is a trusted institution located in Melville, New York, specializing in Elder Law. As an experienced Elder Law Attorney, Lawrence Cohen provides expert legal services to seniors and their families, focusing on issues such as estate planning, long-term care, Medicaid planning, and guardianship. With a commitment to personalized and compassionate representation, Lawrence Cohen helps clients navigate the complexities of elder law and plan for their future with confidence. Contact the Law Offices of Lawrence Cohen today for professional and dedicated legal assistance.
The Law Office of Melissa L. Carvajal, P.C.
The Law Office of Melissa L. Carvajal, P.C. is a trusted estate planning lawyer serving Long Island families. Located at 70 Suffolk Court in Hauppauge, New York, the firm is dedicated to providing counsel, legal planning, and a trustworthy relationship at an affordable price. Whether you are being proactive or in a crisis situation, Attorney Melissa L. Carvajal is there to guide you through the process. As a wife and mother with a background in litigation, Melissa understands the importance of protecting your family, future, and legacy. The firm specializes in estate planning for families of all shapes and sizes, offering personalized services to ensure peace of mind for you and your loved ones.
Davidow, Davidow, Siegel & Stern, LLP
Davidow, Davidow, Siegel & Stern, LLP is a full-service Elder Law firm located at 1050 Old Nichols Road in Islandia, New York. Founded in 1913 by Harry Davidow and later expanded by his sons Sanford and Wallace, the firm has evolved into one of the leading Elder Law, Special Needs, and Estate Planning firms on Long Island under the leadership of Lawrence Davidow. With a focus on helping seniors, individuals with special needs, business owners, and taxpayers plan for the future, DDSS is committed to protecting assets, ensuring access to necessary care, and maximizing government programs while minimizing estate and income taxes.
THE LAW OFFICE OF MICHAEL CAMPOREALE, P.C.
The Law Office of Michael Camporeale, P.C. is a dedicated firm with extensive legal experience specializing in elder law, estate planning, Medicaid planning, asset protection, and more. Located at 3867 East Tremont Avenue in New York, United States, the firm is committed to empowering seniors with knowledge, compassion, and peace of mind. The team at The Law Office of Michael Camporeale, P.C. is well-versed in navigating the complexities of Medicaid laws and ensuring asset safety for their clients. They offer a range of services including wills, power of attorney, living trusts, estate planning, personal injury, and more.
- Clinical diagnostic centers
- Hospital
- Clinic
- Children's clinic
- Notary
- Lawyer
- Law company
- Health insurance companies
- Life insurance companies
- Home insurance companies
- Gynecologist
- Therapist
- Oncologist
- Pediatrician
- Psychotherapy
- Family psychologist
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- estate planning for seniors in Albany
- estate planning for seniors in Armonk
- estate planning for seniors in Bellmore
- estate planning for seniors in Binghamton
- estate planning for seniors in Brewster
- estate planning for seniors in Carmel Hamlet
- estate planning for seniors in Cheektowaga
- estate planning for seniors in Cortlandt
- estate planning for seniors in Endicott
- estate planning for seniors in Fairport
- estate planning for seniors in Fishkill
- estate planning for seniors in Garden City
- estate planning for seniors in Great Neck
- estate planning for seniors in Harrison
- estate planning for seniors in Hauppauge
- estate planning for seniors in Hewlett
- estate planning for seniors in Highland
- estate planning for seniors in Hudson Falls
- estate planning for seniors in Huntington
- estate planning for seniors in Jamestown
- estate planning for seniors in Jericho
- estate planning for seniors in Kingston
- estate planning for seniors in Latham
- estate planning for seniors in Lockport
- estate planning for seniors in Massapequa
- estate planning for seniors in Medina
- estate planning for seniors in Melville
- estate planning for seniors in Monticello
- estate planning for seniors in Mount Kisco
- estate planning for seniors in New Hyde Park
- estate planning for seniors in Ossining
- estate planning for seniors in Pittsford
- estate planning for seniors in Plainview
- estate planning for seniors in Plattsburgh
- estate planning for seniors in Pleasantville
- estate planning for seniors in Port Chester
- estate planning for seniors in Poughkeepsie
- estate planning for seniors in Queensbury
- estate planning for seniors in Rochester
- estate planning for seniors in Rye Brook
- estate planning for seniors in Saint James
- estate planning for seniors in Schenectady
- estate planning for seniors in Setauket- East Setauket
- estate planning for seniors in Smithtown
- estate planning for seniors in Spencerport
- estate planning for seniors in Syosset
- estate planning for seniors in Syracuse
- estate planning for seniors in Troy
- estate planning for seniors in Utica
- estate planning for seniors in Vestal
- estate planning for seniors in Wappingers Falls
- estate planning for seniors in Watertown
- estate planning for seniors in Westbury
- estate planning for seniors in Westfield
- estate planning for seniors in White Plains
- estate planning for seniors in Williamsville
List of businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos