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TOP 30 Estate planning in Hauppauge, NY
48 results found
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Strategic Financial & Tax Planning Services
Strategic Financial & Tax Planning Services is a comprehensive financial institution located at 150 Motor Parkway in Hauppauge, New York. Our team of expert accountants, financial advisors, and insurance agents are dedicated to providing personalized and strategic financial planning services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or insurance coverage, our professionals are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Empire State Planning Group, Inc
Empire State Planning Group, Inc. located at 35 Robin Drive, Hauppauge, New York, is a finance institution dedicated to bringing your financial puzzle to life. Our goal is to help you navigate the complexities of personal finance, including insurance, investing, retirement planning, estate planning, corporate benefits, and wealth preservation. By working with our knowledgeable professionals, you can make informed decisions about your financial future and pursue your goals with confidence. Our services cover a wide range of financial and insurance management areas, including investment and retirement planning, risk management, and corporate group benefits. We specialize in creating customized financial strategies that are tailored to your specific needs, helping you achieve both short-term and long-term objectives. On our website, you'll find resources to assess your current financial situation, track progress towards your goals, and access educational articles and product information to enhance your financial strategy.
ROCHE LAW GROUP, P.C.
ROCHE LAW GROUP, P.C. is a reputable law firm located at 490 Wheeler Road in Hauppauge, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing expert guidance and representation to clients in need. Whether you are facing a personal injury case, a criminal matter, or need assistance with estate planning, our team is here to help. With a commitment to excellence and a track record of success, ROCH LAW GROUP, P.C. is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and let us assist you with your legal needs.
Law Offices Of Jonathan B. Manley
The Law Offices of Jonathan B. Manley is a prestigious legal institution located at 1200 Veterans Memorial Highway in Hauppauge, New York. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch representation for a variety of legal matters. Whether you need assistance with estate planning, business law, or financial disputes, our firm is here to help. Trust the Law Offices of Jonathan B. Manley for expert legal advice and guidance.
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.
Feldman, Kramer & Monaco, P.C.
Feldman, Kramer & Monaco, P.C. is a prestigious law firm located at 330 Motor Parkway, Hauppauge, New York, United States. With over 35 years of experience, the firm is dedicated to protecting client interests and achieving client goals. The team of attorneys at the firm specialize in a wide range of practice areas including Elder Law, Special Needs, Estate Planning, Estate Administration, Guardianship, Medicaid, Real Estate, Matrimonial and Family Law, and Personal Injury. The team at Feldman, Kramer & Monaco, P.C. is led by experienced attorneys such as Mr. Gerry, Mr. Sandman, Ms. Karlova, and Mr. Feldman, who have been recognized for their excellence in the legal field. The firm has a strong track record of successful litigation, with cases resulting in significant monetary recoveries for clients.
Petroske Riezenman & Meyers, P.C.
Petroske Riezenman & Meyers, P.C. is a respected law firm located at 1393 Veterans Memorial Highway in Hauppauge, New York. Specializing in a wide range of legal services, their team of experienced attorneys are dedicated to providing high-quality representation to their clients. Whether you are in need of assistance with personal injury, family law, real estate, or estate planning matters, Petroske Riezenman & Meyers, P.C. is committed to helping you navigate the legal process with professionalism and expertise. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Arpino Law PLLC
Arpino Law PLLC is a reputable law firm located at 380 Townline Road in Hauppauge, New York. Specializing in various legal services, the skilled team at Arpino Law PLLC is dedicated to providing top-notch representation and guidance to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Arpino Law PLLC is committed to delivering personalized and effective solutions. With a strong track record of success, clients can trust in the expertise and professionalism of the lawyers at Arpino Law PLLC. Contact them today for a consultation to discuss your legal needs.
Russo & Pedranghelu: Pedranhelu Jr John P
Russo & Pedranghelu, located at 16 East Old Country Road in Hicksville, New York, is a reputable law firm specializing in personal injury, criminal defense, and estate and elder law matters. Serving clients in Long Island, including Nassau County, Suffolk County, Brooklyn, Queens, Bronx, New York County, and surrounding areas, the experienced attorneys at Russo & Pedranghelu provide personalized legal representation tailored to each client's unique needs. With a history of successfully resolving legal issues since 1976, the dedicated team at Russo & Pedranghelu is committed to advocating for justice on behalf of their clients. Whether you are facing a personal injury claim, criminal charges, or need assistance with estate planning, the skilled attorneys at Russo & Pedranghelu will guide you through the legal process with attention to detail and a deep understanding of the law.
Bellavia Blatt, P.C.
Bellavia Blatt, P.C. is a prestigious law firm located in Hauppauge, New York. With a team of experienced and dedicated lawyers, they provide legal services in various areas such as real estate, business law, estate planning, and more. Their office at 150 Motor Parkway is easily accessible and offers a professional environment for clients seeking expert legal representation. Whether you are a small business owner or an individual in need of legal assistance, Bellavia Blatt, P.C. is committed to providing top-notch legal services tailored to meet your specific needs. Contact them today to schedule a consultation and see how they can help you navigate the complexities of the legal system.
MAYER BARON PLLC
MAYER BARON PLLC is a reputable law firm located at 38 Kings Highway in Hauppauge, New York. With a team of experienced attorneys, they offer a wide range of legal services to individuals and businesses in the United States. Specializing in areas such as real estate law, estate planning, and business law, MAYER BARON PLLC is dedicated to providing high-quality legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, MAYER BARON PLLC is committed to helping you navigate the legal process with confidence and ease. Contact them today to schedule a consultation.
Mitlin Financial, Inc.
Mitlin Financial, Inc. is a leading finance institution located at 140 Adams Avenue in Hauppauge, New York, United States. With a strong reputation for providing personalized financial planning and investment management services, Mitlin Financial, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, estate planning, tax planning, and investment strategies. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mitlin Financial, Inc. is committed to providing expert guidance and support every step of the way.
Robert Campbell - Financial Advisor, Ameriprise Financial Services, LLC
Robert Campbell, a Financial Advisor at Ameriprise Financial Services, LLC in Hauppauge, New York, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert Campbell is well-equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Robert Campbell can help you navigate the complexities of financial planning with professionalism and integrity. Contact Robert Campbell today to schedule a consultation and take the first step towards securing your financial future.
American Capital Partners LLC
American Capital Partners, LLC is a full-service investment firm founded in 2002, located at 205 Oser Avenue in Hauppauge, New York. With additional offices in New York City, Columbus, Atlanta, and Jacksonville, American Capital Partners is a member of FINRA, MSRB, and SIPC. The firm is dedicated to providing clients with effective and timely advice in today's dynamic market, with a focus on building strong relationships and serving individual needs with integrity. With over eighty years of experience in the securities industry, the firm specializes in meeting the unique investment objectives and risk tolerance of each client, whether they are aggressive traders or conservative investors. American Capital Partners offers a wide range of financial products and services, including wealth management, equities, mutual funds, fixed income, financial and estate planning, and more. The firm's Order Execution Trading Desk has relationships with major banks and financial institutions, ensuring efficient order execution. As an innovative and independent company, American Capital Partners aims to increase clients' net worth and improve their fiscal well-being, with a commitment to personalized service and quality advice. For more information on the firm's order routing practices and regulatory disclosures, please visit the SEC Rule 605 and 606 reports on the firm's website.
TFG Accounting and Tax
TFG Accounting and Tax, located at 200 Parkway Drive South in Hauppauge, New York, has been serving companies across America since 1996. Their team of Certified Public Accountants offers a range of accounting, audit, tax, and business consulting services. In addition to their core services, TFG also provides financial planning, wealth management, insurance, and management consulting through their related entities. They pride themselves on offering innovative financial solutions tailored to individual and business needs, with a focus on maximizing assets and minimizing liabilities. TFG works with a variety of industries, from healthcare to technology, and is dedicated to helping clients make informed financial decisions and build their legacy. With a commitment to privacy and personalized service, TFG Accounting and Tax is a trusted partner for individuals, businesses, and estates seeking comprehensive financial management.
Cathy Wear - Financial Advisor, Ameriprise Financial Services, LLC
Cathy Wear is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway in Hauppauge, New York, United States. Cathy 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®. Cathy has expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Additionally, Cathy is trained to provide financial advice to veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continued education, Cathy is dedicated to helping clients make informed decisions and achieve their financial goals.
Robert Alster - Financial Advisor, Ameriprise Financial Services, LLC
Robert Alster is a Financial Advisor at Ameriprise Financial Services, LLC located at 201 Moreland Road, Hauppauge, New York, United States. Robert holds multiple 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 Robert's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Robert is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies tailored to their unique needs.
Jonathan Tong - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Tong is a Financial Advisor at Ameriprise Financial Services, LLC located at 201 Moreland Road, Hauppauge, New York, United States. Jonathan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on helping individuals make informed financial decisions, Jonathan offers personalized services tailored to each client's unique needs. Whether you are planning for retirement, managing your investments, or navigating financial complexities, Jonathan Tong is dedicated to providing comprehensive and professional financial advice.
Michael DeSalvo - Financial Advisor, Ameriprise Financial Services, LLC
Michael DeSalvo is a Financial Advisor at Ameriprise Financial Services, LLC, located at 800 Veterans Memorial Highway, Hauppauge, New York. Michael holds various certifications such as 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. As a Certified Military Financial Advisor®, Michael is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and continuing education, Michael is dedicated to providing comprehensive financial planning services to individuals and businesses, tailored to their specific needs and goals.
Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Tong is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 201 Moreland Road, Hauppauge, New York, United States. Christopher holds various certifications such as 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®. These certifications demonstrate Christopher's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals including retirees, small business owners, high net worth clients, and those with special needs. Christopher is dedicated to providing comprehensive financial advice and solutions to help clients achieve their financial goals.
Anthony Martino - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Martino is a financial advisor at Ameriprise Financial Services, LLC located at 1200 Veterans Memorial Highway in Hauppauge, New York, United States. As a part of Ameriprise, Anthony Martino offers personalized financial planning services tailored to your specific needs and goals. With a focus on areas such as retirement planning, investment management, and estate planning, Anthony Martino is dedicated to helping clients achieve their financial objectives. To learn more about Anthony Martino's background, credentials, and experience, fill out the "Request consultation" form on the website to schedule a complimentary initial consultation. Take the first step towards securing your financial future by connecting with Anthony Martino at Ameriprise Financial Services, LLC.
Gregory Colin Parsons - Financial Advisor, Ameriprise Financial Services, LLC
Gregory Colin Parsons is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, 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®, 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®. These certifications demonstrate his expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Gregory Colin Parsons is dedicated to providing comprehensive financial planning services to his clients, with a focus on helping them achieve their financial goals and secure their financial future.
Nicholas Loehle - Financial Advisor, Ameriprise Financial Services, LLC
Nicholas Loehle is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway in Hauppauge, New York, United States. Nicholas Loehle holds multiple 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 Nicholas Loehle's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor®, Nicholas Loehle is also trained to serve veterans and active duty military personnel. With a focus on providing comprehensive financial planning services, Nicholas Loehle is committed to helping clients achieve their financial goals and secure their financial future.
Larry Sienkiewicz - Financial Advisor, Ameriprise Financial Services, LLC
Larry Sienkiewicz is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway in Hauppauge, New York, United States. Larry holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Larry's expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Divorce Financial Analyst and Certified Estate Planner™, Larry is well-equipped to assist clients with complex financial situations. With a focus on providing personalized financial advice, Larry is committed to helping individuals and businesses achieve their financial goals.
Scott Kaufman - Financial Advisor, Ameriprise Financial Services, LLC
Scott Kaufman is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Scott 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®. Scott is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and retirement planning, Scott Kaufman is committed to helping clients achieve their financial goals and secure their financial future.
Anthony Ghiglieri - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Ghiglieri is a Financial Advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and other financial services. With a focus on ethical practices and comprehensive knowledge, Anthony Ghiglieri is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Anthony Ghiglieri can help guide you towards your financial goals.
Carolyn Smith-LoGiudice - Financial Advisor, Ameriprise Financial Services, LLC
Carolyn Smith-LoGiudice is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. She 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Carolyn specializes in helping individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. She is dedicated to providing expert advice and comprehensive financial planning services to her clients.
Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ivy Peterson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Ivy 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Ivy is well-equipped to provide comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ivy is dedicated to helping clients achieve their financial goals.
Nicholas Biscardi - Financial Advisor, Ameriprise Financial Services, LLC
Nicholas Biscardi - Financial Advisor, Ameriprise Financial Services, LLC, located at 2150 Joshuas Path, Hauppauge, New York, United States, offers a range of financial services and expertise. Nicholas Biscardi holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing high-quality financial advice. From asset management to estate planning, retirement planning to investment strategies, Nicholas Biscardi is equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. With a focus on ethics and professionalism, Nicholas Biscardi is dedicated to helping clients make informed decisions and achieve their financial goals. Whether you are looking for advice on annuities, retirement planning, or estate planning, Nicholas Biscardi can provide expert guidance tailored to your specific needs.
Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC
Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Claire Kemp Fitz 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®. The institution offers comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Claire Kemp Fitz and her team are dedicated to providing expert advice and guidance in asset management, investment opportunities, estate planning, insurance products, retirement planning, and more. With a focus on ethics and professionalism, Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals."
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