TOP 30 Best Estate planning services in Smithtown, New York

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Edward Jones - Financial Advisor: Frank E Carpentiere is a trusted financial institution located at 222 Middle Country Road in Smithtown, New York. As a dedicated financial advisor, Frank E Carpentiere provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Frank E Carpentiere is committed to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Frank E Carpentiere is here to provide expert guidance every step of the way.

Schaefer Law Group, P.C. is a reputable law firm located at 186 West Main Street in Smithtown, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, real estate, and estate planning, Schaefer Law Group, P.C. is dedicated to providing top-notch legal representation and personalized solutions for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, the team at Schaefer Law Group, P.C. is here to help. Contact them today to schedule a consultation.

Merrill Lynch Financial Advisor Tiffany S Diaz is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Tiffany S Diaz has extensive experience in helping executives manage concentrated stock positions, navigate important transition events like retirement or inheritance, and provide access to Bank of America Private Bank trust and estate planning services. The institution offers personalized financial planning services, focusing on your goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As your needs change, they are committed to adjusting your financial plan accordingly. By working closely with you and understanding your aspirations, they can help you manage, grow, and preserve your wealth. The institution emphasizes the importance of staying on track to achieve your financial goals, regardless of market fluctuations. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help address your financial needs effectively. Tiffany Diaz is registered to do business in several states and offers personalized investment strategies tailored to your unique needs. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Tiffany S Diaz is committed to helping you live your best financial life and achieve your goals.

FDM Wealth Management is a premier financial institution located at 325 Jericho Turnpike in Smithtown, New York. Specializing in wealth management services, our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, FDM Wealth Management offers personalized solutions tailored to your individual needs. Trust us to provide sound financial advice and guidance to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Wealth Management, located at 50 New York 111, Smithtown, New York, United States, is a finance institution that offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch's financial advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to fundraising activities and non-profit organizations.

Main Street Financial Group is a leading finance institution located at 51 East Main Street in Smithtown, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, Main Street Financial Group is here to help. Come visit us today and see how we can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor James S Bishop is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth with a deep understanding of your financial picture is the foundation of our services. We create flexible strategies tailored to your goals, with access to Merrill's investment insights and Bank of America's banking solutions. Our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting to changes over time. Our Investment Personality Assessment helps us understand your investing preferences, and we continuously update your financial approach to reflect your evolving goals. Let us work together to help you achieve your financial aspirations and navigate the complexities of the market.

Merrill Lynch Financial Advisor Brian Slattery, located at 50 New York 111, Smithtown, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch shares a common goal of helping clients pursue their personal planning strategies, whether it's funding their children's educations, ensuring income lasts through retirement, or managing the transfer of wealth to the next generation. By providing timely insights on market trends and global economy, the institution aims to help clients stay on track towards their financial goals. With a focus on simplicity and transparency, the team at Merrill Lynch strives to make the often intimidating task of financial planning an exciting journey towards reaching financial objectives. Through personalized conversations and financial assessments, Merrill Lynch helps clients develop a customized financial approach to address their specific needs and goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Merrill Lynch provides access to the investment insights and banking capabilities needed to make informed decisions. With a focus on understanding clients' goals and priorities, Merrill Lynch aims to bring fresh perspectives to their financial lives and help them achieve success in reaching their goals.

Merrill Lynch Financial Advisor Lori A Bjorndahl is a finance institution located at 50 New York 111, Smithtown, New York, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach, or seek advice on staying informed, the team at Merrill Lynch listens to learn more about you and your family. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to better understand your investing preferences and help customize your financial approach. The team at Merrill Lynch believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to develop a personalized plan to address your financial needs. The mission of Merrill Lynch is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Contact Merrill Lynch Financial Advisor Lori A Bjorndahl to start working towards your financial goals today.

Merrill Lynch Financial Advisor Antonio D Fusco is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth begins with a thorough understanding of your financial situation. Antonio Fusco can help create a flexible strategy tailored to your unique goals, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Antonio Fusco is dedicated to helping you pursue your financial goals. As a Merrill Lynch Wealth Management Advisor, Antonio Fusco is committed to serving the community and volunteers with local organizations. Through the Merrill Personal Wealth Analysis™ process, he can develop a personalized plan centered on your goals and aspirations. By engaging in meaningful conversations, Antonio Fusco will work with you to understand your priorities and create a financial approach that aligns with your values. Antonio Fusco believes in building long-term relationships based on trust and understanding. By utilizing the Investment Personality Assessment and staying informed about your changing life circumstances, he can help you navigate financial decisions and achieve your goals. With a focus on personalized solutions and ongoing communication, Antonio Fusco is dedicated to helping you stay on track towards financial success.

Merrill Lynch Financial Advisor Michael A. Marziotto, located at 50 New York 111, Smithtown, New York, United States, is a finance institution dedicated to helping you manage your wealth and achieve your financial goals. With a deep understanding of your financial picture, Michael can create a flexible strategy tailored to your needs, providing access to investment insights from Merrill and banking solutions from Bank of America. Michael Marziotto follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Supported by the global resources of Merrill, Michael's team is committed to building strong client relationships based on trust and personalized service.

Robert F. Notarfrancesco - Wilmington Advisors @ M&T is a reputable finance institution located at 1 East Main Street in Smithtown, New York, United States. With a team of experienced financial advisors, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, the experts at Robert F. Notarfrancesco - Wilmington Advisors @ M&T are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping you secure a stable financial future.

Citi Personal Wealth Management is a finance institution located at 18 East Main Street in Smithtown, New York, United States. Our dedicated team of financial experts provides personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you every step of the way. Trust Citi Personal Wealth Management to provide you with the guidance and expertise you need to secure your financial future.

Welcome to the Law Office of James J. Herz, Esq., located at 969 Jericho Turnpike, Saint James, New York. With a strong foundation in both healthcare and law, James J. Herz brings a unique perspective to his legal practice. After earning his Bachelor of Science degree in Radiologic Technology from Long Island University in 1997 and gaining extensive experience in the healthcare industry, Mr. Herz pursued his passion for law, obtaining his Juris Doctor from Touro College, Jacob D. Fuchsberg Law Center in 2006. As a dedicated attorney, Mr. Herz is admitted to practice before the Courts of the State of New York and the United States District Court for the Eastern District of New York. He specializes in personal injury litigation, commercial litigation, municipal defense, and estate planning. His expertise and commitment have led to successful representations, including several favorable outcomes before the New York State Appellate Division, Second Department.

Welcome to Michael D'Amelio Law Office, your trusted legal partner located at 821 West Jericho Turnpike, Smithtown, New York. With a commitment to providing exceptional legal services, our firm specializes in offering personalized and comprehensive solutions to meet your legal needs. Whether you're facing a complex legal challenge or seeking guidance for a personal matter, Michael D'Amelio and his team are dedicated to delivering expert advice and representation with integrity and professionalism. At Michael D'Amelio Law Office, we understand the importance of navigating the legal system with confidence and clarity. Our approach is client-centered, ensuring that each case is handled with the utmost care and attention to detail. We pride ourselves on building strong relationships with our clients, fostering an environment of trust and open communication.

Welcome to Ambrosino Frank N, your trusted legal partner conveniently located at 548 West Jericho Turnpike, Smithtown, New York. With a commitment to providing exceptional legal services, Frank N Ambrosino is dedicated to serving the Smithtown community and beyond with integrity and expertise. Specializing in a wide range of legal matters, our practice is built on a foundation of personalized attention and professional excellence. Whether you require assistance with family law, real estate transactions, personal injury claims, or other legal needs, we are here to guide you every step of the way. At Ambrosino Frank N, we understand that each case is unique, and we tailor our approach to meet the specific needs of our clients. Trust in our experience and dedication to achieve the best possible outcomes for your legal matters. Contact us today to schedule a consultation and discover how we can assist you with your legal challenges.

Welcome to Feldman & Feldman, your trusted legal partners located at 811 West Jericho Turnpike, Smithtown, New York. At Feldman & Feldman, we pride ourselves on offering expert legal services with a personalized touch. Our dedicated team of experienced attorneys is committed to providing comprehensive legal solutions tailored to meet the unique needs of each client. Whether you require assistance with family law, real estate matters, estate planning, or business law, we are here to guide you every step of the way. Our mission is to deliver exceptional legal representation with integrity, professionalism, and a deep understanding of the law. Contact us today to schedule a consultation and discover how we can help you navigate your legal challenges with confidence and ease.

David J Sobel PC: Your Trusted Legal Partner in Smithtown, NY Located conveniently at 811 West Jericho Turnpike, Smithtown, New York, David J Sobel PC is a premier law firm dedicated to providing exceptional legal services to our community. With a strong commitment to integrity and excellence, we offer comprehensive legal solutions tailored to meet the unique needs of our clients.

Welcome to Tusa and Levin Attorneys at Law At Tusa and Levin Attorneys at Law, we are dedicated to providing exceptional legal services to our clients in Smithtown, New York, and the surrounding areas. Conveniently located at 732 Smithtown Bypass, Smithtown, NY 11787, our firm is committed to addressing your legal needs with professionalism and integrity.

Welcome to Castellano & Plesser, your trusted legal partners located in the heart of Nesconset, New York. Situated at 181 Smithtown Boulevard, our esteemed law firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community and beyond. At Castellano & Plesser, we understand that navigating the complexities of the legal system can be daunting. Our team of experienced attorneys is committed to offering personalized and comprehensive legal solutions tailored to meet your unique needs. Whether you require assistance with family law, estate planning, personal injury, real estate, or business law, we are here to guide you every step of the way.

Welcome to Chase Sensale Law Group, your trusted legal partner located in the heart of Smithtown, New York. Situated at 64 Smithtown Boulevard, our esteemed law firm is dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. With a deep understanding of the complexities of the legal system, our experienced team of attorneys is committed to delivering personalized and effective solutions across a wide range of legal matters. At Chase Sensale Law Group, we pride ourselves on our client-centered approach, ensuring that each client receives the attention, respect, and expertise they deserve. Whether you are facing a personal legal challenge or require guidance on business-related issues, our knowledgeable lawyers are here to assist you every step of the way.

Welcome to the Law Offices of Frank S. Scagluso, P.C., where we are dedicated to providing exceptional legal services with a personal touch. Conveniently located at 191 Terry Road in the heart of Smithtown, New York, our firm is committed to serving the legal needs of our community with professionalism and integrity. At the Law Offices of Frank S. Scagluso, P.C., we specialize in a wide range of legal areas to ensure comprehensive support for our clients. Whether you require assistance with family law, real estate transactions, estate planning, or criminal defense, our experienced team is here to guide you every step of the way. We understand that each case is unique, and we pride ourselves on offering tailored solutions that best fit your individual circumstances.

Welcome to O'Brien Stephen L, your trusted legal partner located at 168 Smithtown Boulevard, Nesconset, New York. Serving the local community with dedication and expertise, we specialize in providing comprehensive legal services tailored to meet your unique needs. At O'Brien Stephen L, we understand the complexities of the legal system and are committed to guiding you through every step of the process with professionalism and integrity. Whether you require assistance with family law, estate planning, or business law, our experienced team is here to offer personalized solutions and expert advice. Visit us today to discuss your legal needs, and let us help you achieve the best possible outcome. Your peace of mind is our priority.

Welcome to Paul M Lovegrove PC, your trusted legal partner in Smithtown, New York. Conveniently located at 398 New York 111, our law firm is dedicated to providing top-notch legal services to individuals, families, and businesses in the community. With years of experience in the legal field, Paul M Lovegrove PC is committed to offering personalized attention and expert guidance to help you navigate the complexities of the legal system. Whether you require assistance with family law, estate planning, real estate transactions, or any other legal matters, our team is here to ensure your rights are protected and your goals are achieved. At Paul M Lovegrove PC, we pride ourselves on our professionalism, integrity, and dedication to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and let us help you with your legal needs.

Braunstein Lee S - Expert Legal Services in Smithtown, NY Located in the heart of Smithtown, New York, Braunstein Lee S is your trusted partner for comprehensive legal services. With years of experience and a deep commitment to serving our community, we specialize in providing expert legal counsel and representation tailored to meet the unique needs of each client.

Welcome to Volz & Vigliotta, PLLC, your trusted legal experts located in the heart of Nesconset, New York. Situated at 280 Smithtown Boulevard, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community and beyond. At Volz & Vigliotta, PLLC, we specialize in a wide range of legal areas, ensuring that our clients receive comprehensive and personalized solutions tailored to their unique needs. Our team of experienced attorneys is committed to delivering high-quality legal representation with integrity, professionalism, and a client-centered approach.

Welcome to Hechtel Lee, your trusted legal partner located in the heart of Ronkonkoma, New York. Situated at 2100 Smithtown Avenue, our law firm is dedicated to providing exceptional legal services to individuals and businesses throughout the community. At Hechtel Lee, we understand that navigating the legal landscape can be daunting. Our experienced team of attorneys is committed to delivering personalized and comprehensive legal solutions tailored to meet your unique needs. Whether you're dealing with complex litigation, seeking advice on business law, or require assistance with personal legal matters, we are here to guide you every step of the way. Our client-centric approach ensures that you receive the highest quality of service, characterized by integrity, professionalism, and a deep commitment to achieving the best possible outcomes. Trust Hechtel Lee to be your advocate and ally in all your legal endeavors. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Welcome to Simonetti & Associates Located at 50 Station Road, Water Mill, New York, Simonetti & Associates is your trusted partner for navigating the complexities of family law. With over 75 years of combined experience, our team of dedicated attorneys specializes in divorce, divorce mediation, and other family law matters, offering "Really Unbelievable Solutions for all Legal Cases."

Welcome to American Financial Resources, Inc., your trusted partner in financial solutions, conveniently located at 91 Maple Avenue, Smithtown, New York. We offer a comprehensive range of services tailored to meet your banking, finance, and real estate needs. Whether you're looking for a reliable ATM, personalized banking services, expert financial advice, or guidance in navigating the real estate market, our dedicated team is here to assist you every step of the way. At American Financial Resources, Inc., we pride ourselves on delivering exceptional customer service and innovative solutions to help you achieve your financial goals. Visit us today and experience the difference of working with a local business committed to your success.