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TOP 30 Estate planning in Liberty, NY
44 results found
Search for local businesses, places and services near you
Liberty Pointe
Liberty Pointe is a premier assisted living facility located at 1-2 Winter Creek Boulevard in Latham, New York. Our community offers a warm and welcoming environment for seniors who require assistance with daily activities. With a focus on independence and quality of life, residents at Liberty Pointe enjoy personalized care plans, engaging activities, and a supportive staff dedicated to meeting their individual needs. Our convenient location in Latham provides easy access to shopping, dining, and medical facilities, making it a perfect place for seniors to call home. Experience the comfort and peace of mind that comes with living at Liberty Pointe.
Liberty Manor Apartments
Liberty Manor Apartments is a charming residential community located at 105 Crestview Drive in the heart of Liberty, New York. Our apartments offer spacious layouts, modern amenities, and a peaceful atmosphere for residents to enjoy. The convenient location provides easy access to shopping, dining, and entertainment options in the area. With a friendly and attentive management team, Liberty Manor Apartments is the perfect place to call home in the United States.
Emerald Retirement Planning Group, Inc.
Emerald Retirement Planning Group, Inc. is a finance and insurance agency located at 6 Liberty Square Mall in Stony Point, New York, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for a secure and comfortable retirement. We offer a range of services including retirement savings strategies, investment management, insurance solutions, and estate planning. With a focus on personalized guidance and tailored solutions, we strive to help our clients achieve their financial goals and enjoy peace of mind in their retirement years. Contact us today to learn more about how we can assist you in planning for a successful retirement.
Prodigy Real Estate
Welcome to Prodigy Real Estate, Staten Island's leading real estate agency dedicated to making you feel at home in both Staten Island and New Jersey. Located at 288 Nelson Avenue, Staten Island, NY 10308, our mission is to redefine the real estate experience with exceptional service and innovative marketing techniques. At Prodigy Real Estate, we hold deep respect for our agents and clients, ensuring that every interaction is grounded in professionalism and care. Our unique approach includes creating engaging and fun content tailored to the local community, helping both locals and newcomers understand the dynamic real estate market of this southern New York City borough.
John V Janusas Attorney & Counselor At Law
John V Janusas Attorney & Counselor At Law is a reputable legal institution located at 17 North Main Street in Liberty, New York, United States. With a focus on providing expert legal advice and representation, John V Janusas is dedicated to helping clients navigate the complexities of the legal system. Whether you are in need of legal counsel for a personal injury case, real estate transaction, or estate planning, John V Janusas Attorney & Counselor At Law is committed to providing top-notch service and achieving the best possible outcome for their clients.
Law Offices of Brian P. Rourke
The Law Offices of Brian P. Rourke is a reputable legal institution located at 25 Darbee Lane in Liberty, New York, United States. Specializing in various areas of law, including personal injury, family law, and criminal defense, Brian P. Rourke and his team provide experienced and dedicated legal representation to clients in need. With a commitment to achieving the best possible outcomes for their clients, the Law Offices of Brian P. Rourke is a trusted choice for those seeking expert legal advice and representation.
Martin Hersh Law Offices
Martin Hersh Law Offices is a reputable law firm located at 4 Asthalter Road in Liberty, New York. Specializing in various areas of law, the experienced team at Martin Hersh Law Offices provides expert legal advice and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a criminal matter, the dedicated lawyers at this institution are here to help. With a commitment to excellence and a track record of success, Martin Hersh Law Offices is a trusted choice for legal services in the United States.
Orseck Law Offices: Kirk and Gerald Orseck
Orseck Law Offices, founded by Kirk and Gerald Orseck, is a reputable law firm located at 1924 New York 52 in Liberty, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, the Orseck Law Offices are dedicated to providing top-notch legal representation to their clients. With a wealth of experience and a commitment to excellence, Kirk and Gerald Orseck strive to achieve the best possible outcomes for their clients. Whether you are facing a legal issue or seeking expert advice, Orseck Law Offices is the place to turn for reliable and professional legal services.
Rourke Fine & Janusas: Fine Craig S
Rourke Fine & Janusas: Fine Craig S is a prestigious law firm located at 3 Maple Street in Liberty, New York, United States. Specializing in various areas of law, the team of experienced lawyers at this institution provide exceptional legal services to their clients. With a reputation for professionalism, expertise, and dedication, Rourke Fine & Janusas: Fine Craig S is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or assistance with a legal matter, you can trust the team at this institution to provide you with the highest level of service and support.
Elizabeth Mc Callister Esq
Elizabeth McCallister Esq is a prestigious law firm located at 53 Webster Avenue in Liberty, New York. Specializing in various legal matters, Elizabeth McCallister and her team of experienced attorneys provide top-notch legal services to clients in need of expert representation. With a strong reputation for integrity, professionalism, and successful outcomes, Elizabeth McCallister Esq is dedicated to serving the legal needs of individuals and businesses in the United States. Contact them today for reliable legal counsel and representation.
Marvin Newberg
Marvin Newberg, Esq. is a highly experienced lawyer located at 33 North Street, Monticello, New York, United States. The Law Offices of Marvin Newberg provide legal services to individuals and businesses in Sullivan County NY and the surrounding area. With over thirty five years of experience, Marvin Newberg works diligently with clients to achieve their legal goals. Marvin Newberg is a graduate of the University of Pennsylvania Wharton School of Finance and Syracuse University School of Law. He is admitted to practice in all of the Courts of the State of New York and the United States District Court for the Southern District. Marvin's practice includes complex civil litigation, corporate and business law, real estate development, municipal law, wills and estates, tax certiorari proceedings, matrimonial and criminal law.
Law Office
The Law Office located at 13 Liberty Street in Monticello, New York, provides expert legal services to individuals and businesses in the United States. Our team of experienced attorneys is dedicated to offering personalized and professional representation in a variety of practice areas, including family law, criminal defense, personal injury, and more. We prioritize clear communication, attention to detail, and zealous advocacy to ensure the best possible outcome for our clients. Contact us today to schedule a consultation and discuss your legal needs.
Hudes Rubin Condro & Atlas
Hudes Rubin Condro & Atlas is a leading healthcare institution located at 1987 New York 52, Liberty, New York, United States. Our team of dedicated doctors and health professionals are committed to providing high-quality medical care to our patients. With a focus on personalized treatment plans and cutting-edge medical technology, we strive to ensure the well-being and health of our patients. Visit us today to experience compassionate and expert care at Hudes Rubin Condro & Atlas.
Gitlin & Associates LLP
Gitlin & Associates LLP is a reputable accounting and finance firm located at 55 South Main Street in Liberty, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Gitlin & Associates LLP to provide personalized and reliable advice to help them achieve their financial goals.
Barkley Gardens Apartments
Barkley Gardens Apartments is a charming residential complex located at 280 North Main Street in Liberty, New York. Nestled in a serene and picturesque setting, this institution offers modern and spacious apartments for comfortable living. The well-maintained grounds feature lush greenery and beautiful landscaping, creating a peaceful and inviting atmosphere for residents. With convenient access to local amenities and attractions, Barkley Gardens Apartments is the perfect place to call home in the United States.
Corigliano & Sons
Corigliano & Sons is a reputable moving company located at 29 New York 52 in Liberty, New York. With years of experience in the industry, they specialize in providing professional and reliable moving services for both residential and commercial clients. Whether you are moving locally or long distance, Corigliano & Sons is dedicated to ensuring a smooth and stress-free moving experience for all their customers. Contact them today for a free quote and let their team of experts help you with your next move.
Phillips & Millman LLP
Phillips & Millman LLP is a premier law firm located in Stony Point, New York, specializing in personal injury, medical malpractice, criminal law, real estate, estate planning, bankruptcy, vehicle/traffic violations, and other legal matters. Led by experienced attorneys Jeffrey T. Millman and Frank J. Phillips, both former assistant district attorneys, the firm has decades of experience in the tri-state region. From handling complex medical malpractice cases to providing financial restructuring options such as bankruptcy protection, Phillips & Millman LLP is dedicated to helping clients navigate through challenging legal situations. With a focus on providing personalized and compassionate legal representation, the firm has earned the trust and gratitude of clients who have benefitted from their expertise. Whether you are facing criminal charges, dealing with a personal injury, or in need of real estate legal services, Phillips & Millman LLP is committed to advocating for your rights and ensuring fair treatment throughout the legal process.
Berd & Klauss, PLLC
Berd & Klauss, PLLC is a prestigious law firm located at 28 Liberty Street in New York, New York. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and guidance to their clients. Whether you are in need of assistance with immigration, business law, or estate planning, Berd & Klauss, PLLC is committed to delivering personalized solutions tailored to your specific needs. With a reputation for excellence and a track record of success, this firm is a trusted choice for individuals and businesses seeking legal counsel in the United States.
Devon Management
Devon Management is a reputable institution located at 2 Liberty Court in Warwick, New York, United States. With a strong focus on providing top-notch financial management services, Devon Management is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's specific needs. Whether you are looking for investment advice, retirement planning, or estate planning, Devon Management is committed to delivering exceptional service and expertise to help you navigate the complexities of the financial world.
Merrill Lynch Financial Advisor Grant O Aidner
Merrill Lynch Financial Advisor Grant O Aidner is a finance institution located at 225 Liberty Street, New York, New York, United States. Grant O Aidner, Wealth Management Advisor, First Vice President, has been in the financial services industry since 2003. The institution focuses on delivering a comprehensive approach to managing wealth, tailored to individual needs. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on goals and aspirations. The institution believes in starting every relationship with a conversation to understand clients' goals and priorities. Merrill offers tools to help clients keep track of changes in their lives and adjust their financial approach accordingly. The institution's advisors are dedicated to helping clients understand investing and navigate the financial markets. They work with clients to develop customized investment approaches that address their needs and goals. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and access to comprehensive financial solutions from Bank of America. Grant Aidner is registered to do business in multiple states and holds certifications such as CFP® and CPWA®. The institution emphasizes the importance of understanding the risks involved in investing and encourages clients to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Grant O Aidner is committed to helping clients achieve their financial goals through personalized, tailored strategies.
Merrill Lynch Financial Advisor Harry I Zwick
Merrill Lynch Financial Advisor Harry I Zwick is a wealth management team located at 225 Liberty Street, New York, New York, United States. They are dedicated to delivering exceptional service and personalized investment strategies to help clients achieve their financial goals. With a focus on customization and maximizing resources, they offer a comprehensive approach to managing personal finances, including estate, retirement, and tax planning. The team at Merrill Lynch takes the time to understand each client's individual needs and goals, creating a tailored financial plan that reflects their unique situation. Through the global resources of Merrill and the banking convenience of Bank of America, clients have access to a wide range of financial solutions to help them achieve their objectives. The team is committed to building strong client relationships based on trust and personalized service, helping clients stay on track to reach their goals even as their lives and the financial markets change over time. With a focus on putting clients first and providing ongoing support and guidance, Merrill Lynch Financial Advisor Harry I Zwick is dedicated to helping clients live their best financial life.
Merrill Lynch Financial Advisor Daniel J Madonia
Merrill Lynch Financial Advisor Daniel J Madonia, located at 225 Liberty Street in New York, United States, is part of The BMV Group, a team of experienced Wealth Management Advisors dedicated to providing valuable guidance and insight to their clients. With almost 150 years of combined experience, the team focuses on serving affluent individuals, business owners, sports and entertainment professionals, and those navigating major financial events. The team's mission is to identify risks, protect individual goals, and offer tailored strategies to meet the specific needs of each client. Services include investment portfolio risk assessment, retirement planning, estate planning, and more. The team is committed to building strong client relationships based on trust and personalized service, and has received recognition from financial industry publications such as Forbes for their exemplary client service. With access to the global resources of Merrill, the team works to help clients achieve their financial goals through personalized investment approaches. Whether you are looking to plan for retirement, manage your wealth, or navigate financial changes, Merrill Lynch Financial Advisor Daniel J Madonia and The BMV Group are dedicated to helping you achieve your goals."
Merrill Lynch Financial Advisor Patrick R Sullivan
Merrill Lynch Financial Advisor Patrick R Sullivan is located at 225 Liberty Street, New York, New York, United States. Patrick serves as a Financial Advisor on the Private Executive Services team at Merrill's flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. Patrick assists clients by seeking to understand their financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Patrick and the PES team are deeply committed to delivering the highest level of service for all of their clients. Patrick is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds or portfolios.
Merrill Lynch Financial Advisor Daniel A Humbert
Merrill Lynch Financial Advisor Daniel A Humbert is a reputable finance institution located at 225 Liberty Street in New York, New York, United States. Specializing in providing expert financial advice and guidance, their team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor Daniel A Humbert is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
Catalano Vincent
Catalano Vincent is a reputable law firm located at 4 Liberty Street in Poughkeepsie, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in need of representation. Specializing in various areas of law, Catalano Vincent is committed to providing personalized and professional assistance to help clients navigate the complexities of the legal system. Whether you are facing a criminal charge, dealing with a family law matter, or in need of estate planning services, Catalano Vincent is here to help. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
Carpenter Law PLLC
Carpenter Law PLLC is a reputable law firm located at 4 Liberty Street in Poughkeepsie, New York. Specializing in various legal services, the experienced lawyers at Carpenter Law PLLC are 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, estate planning, or any other legal issue, Carpenter Law PLLC is here to help. With a strong track record of success and a commitment to client satisfaction, you can trust Carpenter Law PLLC to handle your legal needs with professionalism and expertise. Contact them today to schedule a consultation.
Alex.Brown, A Division of Raymond James
Alex.Brown, A Division of Raymond James is a prestigious finance institution located at 200 Liberty Street in New York City, New York. With a rich history dating back to 1800, Alex.Brown offers a wide range of financial services to individuals, businesses, and institutions. As a division of Raymond James, clients can expect personalized investment strategies, wealth management services, and expert financial guidance. With a strong reputation for integrity and excellence, Alex.Brown is a trusted partner for all your financial needs.
Merrill Lynch Financial Advisor Ashmi Dave
Merrill Lynch Financial Advisor Ashmi Dave is located at 225 Liberty Street, South Tower, 38th Floor, New York, NY 10281, United States. With over 15 years of experience, Ashmi specializes in helping high net worth individuals, businesses, family offices, and institutions achieve their financial goals. She offers a comprehensive wealth management approach, including portfolio management, liability management, asset preservation, banking, retirement, and estate planning services. Ashmi values building strong relationships with her clients to provide guidance that positively impacts their financial futures. She holds an MBA with a specialization in Finance and the CRPC™ - Chartered Retirement Planning Counselor™ designation. Ashmi is also actively involved in giving back to the community by imparting financial literacy to underprivileged children through a non-profit organization. As a Merrill Lynch Wealth Management Advisor, Ashmi focuses on understanding her clients' goals and priorities to create personalized investment strategies. She believes in helping clients navigate life changes and market fluctuations to stay on track towards achieving their financial objectives. Ashmi is registered to do business in multiple states and offers a range of financial services, including investment advisory, financial planning, and more. Contact Ashmi Dave for personalized financial advice and strategies to help you live your best financial life.
Merrill Lynch Financial Advisor Mariam Adams
Merrill Lynch Financial Advisor Mariam Adams is a finance institution located at 225 Liberty Street, New York, New York, United States. They specialize in providing personalized financial advice and guidance to clients, with a focus on developing fresh financial approaches that align with their values and reflect their authentic selves. The institution is dedicated to understanding the unique needs of marginalized groups, including the LGBTQ community, and allies to these groups. Their team of experienced advisors is committed to building strong client relationships based on trust and personalized service. Through a combination of thoughtful investment guidance and professional management, they help clients pursue their long-term financial goals. By getting to know each client personally, they create customized financial strategies that reflect their priorities and life goals. Working with Merrill Lynch Wealth Management Advisors means having access to comprehensive financial solutions from both Merrill and Bank of America, helping clients navigate the complexities of their financial lives and build customized investment approaches. They offer the latest investment insights, tips, and strategies to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Pieter L van der Heide
Merrill Lynch Financial Advisor Pieter L van der Heide, located at 225 Liberty Street in New York, is a finance institution that is part of The BMV Group. With over 30 years of experience, the team at The BMV Group is dedicated to providing valuable guidance to their clients, including affluent individuals, entrepreneurs, sports and entertainment professionals, and families navigating major financial events. They offer a range of services beyond investments, including employee retirement plan administrative services, wealth transfer, trust and estate planning, and liability management. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. They offer Merrill Personal Wealth Analysis™ to create personalized financial plans centered on clients' goals. The team regularly reviews clients' goals and financial approaches to ensure they stay on track, adjusting as needed to reflect changes in their lives or the financial markets.
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