Estate planning legal help in Beacon, NY
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Beacon Financial Advisors
● ClosedBeacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.
800 Westchester Ave suite n-641, Rye Brook, NY 10573, United States -
Beacon Pointe Advisors
● ClosedWelcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.
2488 Montauk Highway, Bridgehampton, New York 11932, United States -
Law Office of Dennis R. Vetrano, Jr., LLC
● ClosedThe Law Office of Dennis R. Vetrano, Jr., LLC is a reputable law firm located at 492 Main Street in Beacon, New York. Specializing in various legal areas, including family law, estate planning, and real estate law, the firm is led by experienced attorney Dennis R. Vetrano, Jr. With a strong commitment to providing personalized and effective legal representation, clients can trust in the expertise and dedication of the team at this esteemed law office. Whether you are facing a complex legal issue or need guidance on a legal matter, the Law Office of Dennis R. Vetrano, Jr., LLC is here to help.
492 Main St, Beacon, NY 12508, United States -
Letterio & Haug, LLP
● ClosedLetterio & Haug, LLP is a reputable law firm located at 397 A Fishkill Avenue in Beacon, New York. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced attorneys at Letterio & Haug, LLP are dedicated to providing top-notch legal representation to their clients. With a commitment to professionalism, integrity, and personalized service, this firm strives to achieve the best possible outcomes for those in need of legal assistance. Contact Letterio & Haug, LLP today for expert legal guidance and representation.
397 A Fishkill Ave, Beacon, NY 12508, United States -
Jonathan S. Berck, LLC
● ClosedJonathan S. Berck, LLC is a reputable law firm located at 16 Church Street in Beacon, New York. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, Jonathan S. Berck, LLC is a trusted name in the legal community. Contact us today for a consultation and let us help you with your legal needs.
16 Church St, Beacon, NY 12508, United States -
Karen C Palumbo Esq
● OpenKaren C Palumbo Esq is a reputable law firm located at 1203 North Avenue in Beacon, New York, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, Karen C Palumbo Esq provides professional and personalized legal services to clients in need. With years of experience and a dedication to achieving the best possible outcomes for their clients, the team at Karen C Palumbo Esq is committed to providing top-notch legal representation. Whether you are facing a divorce, need assistance with creating a will, or require legal advice for a real estate transaction, Karen C Palumbo Esq is here to help. Contact them today to schedule a consultation and discuss your legal needs.
1203 North Ave, Beacon, NY 12508, United States -
Lise Law & Mediation PLLC
● ClosedLise Law & Mediation PLLC is a reputable law firm located at 16 River Ridge Court in Beacon, New York. Specializing in mediation and legal services, our experienced team is dedicated to providing personalized and effective solutions for our clients' legal needs. Whether you are facing a family law issue, a business dispute, or need assistance with estate planning, Lise Law & Mediation PLLC is here to help. With a commitment to professionalism and integrity, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation.
16 River Ridge Ct, Beacon, NY 12508, United States -
Merrill Lynch Financial Advisor Adam G Wood
● ClosedMerrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
50 NY-111, Smithtown, NY 11787, United States -
The Law Office Of William G Goode, P.C.
● ClosedWelcome to The Law Office of William G. Goode, P.C. Located at 36 Good Ground Road, Hampton Bays, New York, The Law Office of William G. Goode, P.C. stands as a beacon of trust and expertise in the field of Elder Law, Estate Planning, and Probate Litigation. Our practice has grown primarily through the heartfelt recommendations of satisfied clients and the esteemed referrals from our colleagues in the legal profession. We are honored by the confidence placed in us, allowing us to become one of New York’s most successful law firms in our specialized areas.
36 Good Ground Road, Hampton Bays, New York 11946, United States
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