The 30 Best Estate planning services in New York City, New York

The Financial Planning Association of Northeastern New York (FPA-NENY) is dedicated to promoting the importance of financial planning and providing high-quality education and networking opportunities for its members. Located at the prestigious Wolferts Roost Country Club in Albany, New York, FPA-NENY aims to be the premier community of financial planners in the region. Through mentoring, networking, and advocacy efforts, the association strives to serve as a valuable resource for both the public and the media. Visit our website at www.wolfertsroost.com to learn more about our mission and events.

Thomas F Wayne is a Financial Advisor at Ameriprise Financial Services, LLC located at 5 Palisades Drive, Albany, New York, United States. Thomas F Wayne 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®. These certifications demonstrate Thomas F Wayne's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Thomas F Wayne has the knowledge and experience to help you achieve your financial goals.

Michael Lanuto is a Financial Advisor at Ameriprise Financial Services, LLC located at 4 Atrium Drive in Albany, New York, United States. Michael Lanuto 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®, 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 Michael Lanuto's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. Michael Lanuto is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Peter Bazanos is a financial advisor at Ameriprise Financial Services, LLC located at 5 Palisades Drive, Albany, 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®, 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 his expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, risk management, and more. Peter Bazanos is dedicated to providing comprehensive and tailored financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Inspire Confidence Group - Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, is a finance institution dedicated to inspiring a more confident future for clients through a collaborative advisory experience. The team at Inspire Confidence Group prioritizes integrity and their clients' interests above all else, creating a family-focused client experience aimed at simplifying life and reducing stress. They strive for excellence through leadership and teamwork, aiming to make a positive impact in the communities they serve. The institution has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Inspire Confidence Group offers a range of financial planning services, including tax planning for retirement, family legacy planning, and more. They are committed to providing a great client experience and helping clients achieve their financial goals.

Scott Mc Cauley: Mc Cauley & Associates Financial Services is a reputable finance institution located at 1 Northwestern Boulevard in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, Mc Cauley & Associates Financial Services is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances.

Capital Financial Services, LLC. is a leading finance institution located at 855 New York 146 in New York, United States. We specialize in providing a wide range of financial services to meet the diverse needs of our clients. With a team of experienced professionals, we offer personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our dedicated team is here to assist you every step of the way. Trust Capital Financial Services, LLC. to provide you with expert financial guidance and support.

Carl Nicolosi is a Financial Advisor at Ameriprise Financial Services, LLC located at 56 Clifton Country Road in New York, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Carl Nicolosi offers comprehensive financial planning services to individuals and small business owners. Specializing in asset management, retirement planning, estate planning, and investment strategies, Carl Nicolosi is dedicated to helping clients achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, senior issues, divorce financial analysis, or exit planning, Carl Nicolosi has the expertise to guide you through the complex world of finance. Contact Carl Nicolosi today for personalized and professional financial advice.

Prudential | Jimmy Irani | Life Insurance & Financial Services is a reputable finance and insurance agency located at 16 Misty Morning Lane in Watervliet, New York, United States. With a focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients secure their future and protect their loved ones. Trust in Prudential | Jimmy Irani for all your insurance and financial planning needs.

Legacy Wealth Planning Group is a premier finance institution located at 7 Southside Drive in New York, United States. With a team of experienced financial advisors and wealth planners, we specialize in creating customized financial solutions to help our clients achieve their long-term financial goals. From retirement planning to investment management, our dedicated team is committed to providing top-notch service and expert advice. Contact us today to start building your legacy wealth plan.

Diamond Financial Services is a leading finance institution located at 636 Plank Road in New York, United States. With a strong reputation for providing top-notch financial services, Diamond Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Diamond Financial Services is dedicated to helping you achieve your financial goals. Visit us today and let us help you secure your financial future.

AC Tax & Financial Services is a reputable finance institution located at 118 Clermont Street in Albany, New York, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax and financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust AC Tax & Financial Services to help you navigate the complexities of finance and secure your financial future.

The Elder Law Attorney located at 22 North 1st Street in Troy, New York, is dedicated to providing expert legal services in estate planning and elder law. Our experienced attorneys specialize in helping individuals and families navigate the complexities of planning for the future, protecting assets, and ensuring peace of mind. Whether you need assistance with drafting a will, establishing a trust, or navigating Medicaid planning, our team is here to guide you through every step of the process. Trust us to provide compassionate and personalized legal solutions tailored to your unique needs. Contact us today to schedule a consultation and start planning for tomorrow.

Troy Financial Services is a reputable insurance agency located at 3721 New York 43 in West Sand Lake, New York, United States. With a strong commitment to providing top-notch insurance solutions, Troy Financial Services offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to helping clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, Troy Financial Services is here to help you protect what matters most. Visit their office today to learn more about their services and how they can assist you with your insurance needs.

New York Life Insurance is a reputable finance and insurance agency located at 26 Century Hill Drive in Latham, New York. With a strong presence in the United States, this institution offers a wide range of insurance products and financial services to meet the diverse needs of its clients. Known for its reliability and customer-centric approach, New York Life Insurance is committed to providing quality coverage and personalized solutions to help individuals and families protect their assets and achieve their financial goals. Whether you are looking for life insurance, retirement planning, or investment options, you can trust New York Life Insurance to provide expert guidance and support every step of the way.

Mutual of Omaha Advisors - Upstate New York is an insurance agency located at 40 British American Boulevard in Latham, New York. As part of the renowned Mutual of Omaha family, our team of advisors is dedicated to helping clients in Upstate New York with their insurance needs. Whether you are looking for life insurance, retirement planning, or investment options, our experienced professionals are here to provide personalized guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Allstate Financial Services - Robert Smith is a reputable finance and insurance agency located at 146 Columbia Turnpike in Rensselaer, New York. With a focus on providing top-notch financial and insurance services, this institution is dedicated to helping clients secure their financial future and protect their assets. Led by experienced professionals like Robert Smith, clients can trust in the expertise and guidance offered by Allstate Financial Services to make informed decisions about their financial planning and insurance needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Allstate Financial Services - Robert Smith is committed to providing personalized solutions tailored to meet your specific goals and objectives.

Lynn's Signing Services LLC is a reputable finance institution located at 2 6th Street in Hudson Falls, New York, United States. We offer a wide range of financial services to meet the needs of our clients, including loan signings, notary services, and document preparation. Our experienced team is dedicated to providing efficient and reliable services to help our clients navigate the financial landscape with ease. Trust Lynn's Signing Services LLC for all your financial needs.

The Rural Law Center of New York is a legal institution located at 22 US Oval in Plattsburgh, New York. As a center dedicated to providing legal services to rural communities in the state of New York, they offer expert legal advice and representation to individuals and organizations in need. With a focus on serving those in rural areas, the Rural Law Center of New York is committed to ensuring access to justice for all. Whether you are facing a legal issue related to housing, employment, or any other area of law, the knowledgeable lawyers at this institution are here to help.

Watchtower Legal Services is a reputable law firm located at 14D Moose Hollow Way in Queensbury, New York. Our team of experienced attorneys specializes in a wide range of legal services, including estate planning, real estate transactions, business law, and more. We are dedicated to providing our clients with personalized and expert legal advice to help them navigate through their legal matters with ease. Whether you are looking to draft a will, buy a new home, or start a business, Watchtower Legal Services is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Personal and Business Tax Preparation Services NYC, located at 296 Canal Street, New York, New York, United States, is a trusted accounting and finance institution dedicated to helping individuals and businesses with their tax and financial needs. Our experienced CPA and accounting team provide a wide range of services, including tax return preparation, bookkeeping, advising, planning, and more. For businesses, we offer services such as tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, and payroll management. Our team can also assist with setting up new businesses, managing incorporation or LLC formation processes, and providing financial advice to enhance long-term success.

JNL Management Services, LLC is a reputable real estate agency located at 56 Cornelia Street in the bustling city of Plattsburgh, New York. Our team of experienced professionals is dedicated to providing top-notch property management services to both residential and commercial clients. Whether you are looking to buy, sell, rent, or lease a property, we are here to assist you every step of the way. With a strong focus on customer satisfaction and a commitment to excellence, JNL Management Services, LLC is your go-to destination for all your real estate needs in the United States.

Raymond James Financial Services is a finance institution located at 43 Durkee Street in Plattsburgh, New York, United States. They offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Their personalized approach and commitment to excellence make them a trusted partner for all your financial needs.

Inspire Confidence Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 7242 U.S. 9 in Plattsburgh, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. From the initial consultation to discussing what's most important to you, we provide personalized financial planning concepts to guide you towards a secure financial future. While we cannot guarantee future financial results, we are committed to providing you with the tools and resources needed to make informed decisions. As a member of FINRA and SIPC, we adhere to strict rules and regulations to ensure the security and privacy of our clients. Whether you are looking to plan for retirement, save for your children's education, or invest in your future, we are here to help. Contact us today to schedule a meeting and start your journey towards financial success.

Dana A Clark Financial Services is a renowned finance institution located at 55 Hill Street in Greenwich, New York, United States. With a strong reputation for providing top-notch financial services, Dana A Clark Financial Services offers a wide range of financial solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the team of experienced professionals at Dana A Clark Financial Services is dedicated to helping you achieve your financial goals. Visit us today and experience the difference that personalized financial guidance can make in your life.

ERA Team VP Real Estate & Vacation Rentals is a premier institution located at 4478 West Lake Road in Chautauqua, New York. As a dual-purpose real estate and travel agency, we specialize in helping clients find their dream homes as well as plan unforgettable vacations in the beautiful Chautauqua region. Our team of experienced professionals is dedicated to providing top-notch service and guiding clients through every step of the buying, selling, or renting process. Whether you are looking for a cozy vacation rental or your forever home, ERA Team VP Real Estate & Vacation Rentals is here to help you make your real estate dreams a reality.

Dream Catcher Estates is a charming lodging institution nestled in the picturesque town of Deposit, New York. Located at 393 River Road, this tranquil retreat offers guests a peaceful and rejuvenating escape from the hustle and bustle of everyday life. Surrounded by lush greenery and scenic views, Dream Catcher Estates provides a cozy and comfortable accommodation for visitors looking to unwind and relax. With its warm hospitality and serene atmosphere, this charming estate is the perfect destination for a dreamy getaway in the heart of the United States.

Chautauqua Area Real Estate, Inc. is a reputable real estate agency located in the picturesque town of Chautauqua, New York. Our team of experienced agents are dedicated to helping clients find their dream home or investment property in this charming lakeside community. In addition to our real estate services, we also offer travel agency services to assist clients in planning their visit to the area. Whether you are looking to buy, sell, or rent a property, Chautauqua Area Real Estate, Inc. is here to help you every step of the way. Visit us at 1 Pratt Avenue to learn more about how we can assist you with your real estate needs.

Planning Associates of the Southern Tier LLC is a prestigious finance and insurance agency located at 316 Park Avenue in Binghamton, New York. With a team of experienced professionals, they offer expert financial planning and insurance services to individuals and businesses in the Southern Tier region. Whether you are looking to secure your financial future or protect your assets, Planning Associates of the Southern Tier LLC is dedicated to providing personalized solutions to meet your unique needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Tri-City Spring Corp is a versatile institution located in Binghamton, New York, United States. Specializing in car repair, real estate services, and travel arrangements, Tri-City Spring Corp is your one-stop shop for all your automotive, housing, and vacation needs. With a team of experienced professionals, you can trust that your car will be in good hands, your dream home will become a reality, and your next trip will be planned to perfection. Visit us at 355 Court Street for top-notch service and expert advice.