TOP 30 Best Estate planning services in Westbury, New York
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Hoskins Life & Legacy Planning, P.C.
Hoskins Life & Legacy Planning, P.C. is an estate planning and asset protection law practice located in Westbury, New York. We specialize in Estate Planning, Long Term Care Planning/Medicaid, Medicaid Crisis Planning, and Probate, Trust, and Estate Administration. Our team is dedicated to building relationships with our clients and providing them with the legal guidance they need to secure their family's financial well-being. With a focus on clarity, support, and effective advice, we help clients navigate the complexities of estate planning and long-term care planning with confidence. Our attorneys are known for their exceptional service, knowledge, and caring approach, making them leaders in the field. Whether you are looking for assistance with estate planning, probate, or long-term care planning, you can depend on the Hoskins team to provide you with the best possible guidance and support.
Joseph Liana - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joseph Liana, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue in Westbury, New York, offers a wide range of financial services to individuals. Joseph Liana holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications signify his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Joseph Liana is qualified to provide advice on fixed-rate and variable annuities, as well as issues impacting seniors and those planning for retirement through his CASL® credential. With a focus on providing comprehensive financial planning services, Joseph Liana is dedicated to helping clients achieve their financial goals.
ClearEdge Private Wealth - Ameriprise Financial Services, LLC
ClearEdge Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, we ensure that your financial strategy adapts to life changes. Clients can easily access their investments and accounts from any device, track their progress, and communicate securely with us. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Our team combines deep knowledge and a strong work ethic to make a positive impact on our clients' lives every day. Ameriprise financial advisors are registered to do business in certain U.S. states, and all services are provided with privacy and security in mind. Contact us today to start a conversation about what's most important to you.
Robert F De Stefano - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert F De Stefano, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers a wide range of financial services to individuals. With 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®, clients can trust in the expertise and commitment to providing top-notch financial advice and services. Specializing in asset management, retirement planning, estate planning, investment strategies, and more, Robert F De Stefano is dedicated to helping clients achieve their financial goals with integrity and professionalism.
A & M Financial Services, LLC
A & M Financial Services, LLC is a finance institution located at 792 Carman Avenue in Westbury, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment management, retirement planning, tax preparation, and more. We are committed to providing personalized solutions and exceptional customer service to our clients. Contact us today to learn more about how we can help you secure your financial future.
Essential Advisory Services
Essential Advisory Services is a leading finance institution located at 400 Post Avenue in Westbury, New York. Our team of experienced financial advisors provides essential services to help individuals and businesses navigate the complexities of the financial world. From investment planning to retirement strategies, we offer personalized guidance to help our clients achieve their financial goals. Trust Essential Advisory Services for expert financial advice and a commitment to your financial success.
MAP Estate Planning, Inc.
MAP Estate Planning, Inc. is a finance institution located at 1025 Old Country Road in Westbury, New York. Our team of experienced professionals is dedicated to helping individuals and families plan for the future by providing comprehensive estate planning services. Whether you are looking to create a will, establish a trust, or navigate the complexities of estate taxes, our experts are here to guide you every step of the way. Trust MAP Estate Planning, Inc. to secure your financial future and protect your legacy for generations to come.
Meaghan Joyce - Financial Advisor, Ameriprise Financial Services, LLC
Meaghan Joyce is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. Meaghan Joyce holds several 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Meaghan Joyce specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical standards and expertise in asset management, investment strategies, estate planning, and retirement planning, Meaghan Joyce is dedicated to helping clients achieve their financial goals."
James Kelly - Financial Advisor, Ameriprise Financial Services, LLC
James Kelly is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. James Kelly holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Kelly is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, James Kelly is committed to helping clients achieve their financial goals. Contact James Kelly for expert financial advice and personalized wealth management solutions.
Christopher Zarra - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra 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 Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.
Michael Stallone - Financial Advisor, Ameriprise Financial Services, LLC
Michael Stallone - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers comprehensive financial planning services. With a focus on helping clients achieve their financial goals, Michael Stallone provides personalized advice and guidance to individuals looking to secure their financial future. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. From investment products to retirement planning, Michael Stallone is dedicated to helping clients navigate the complexities of the financial world. Take the next step towards a more secure financial future by scheduling a complimentary initial consultation with Michael Stallone today.
John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, is a finance institution that offers a wide range of specialized certifications and designations to ensure that their advisors are highly qualified to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the institution provides expertise in areas such as estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Advisors at John Merendino - Private Wealth Advisor also hold certifications like ADPA™, AEP®, AIF®, AWMA℠, and more, showcasing their commitment to ethical practices and ongoing education in the field of finance. With a focus on providing tailored financial solutions and expert advice, the institution ensures that clients receive comprehensive and personalized wealth management services.
Michele Welch - Financial Consultant, Ameriprise Financial Services, LLC
Michele Welch - Financial Consultant, Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Michele Welch holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Michele Welch is committed to upholding a high standard of ethics and providing comprehensive financial planning services to meet the diverse needs of clients.
BBC Financial Services
BBC Financial Services is a reputable finance institution located at 412 Maple Avenue in Westbury, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and insurance solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
James Naples III - Financial Advisor, Ameriprise Financial Services, LLC
James Naples III is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, 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, estate planning, retirement planning, and investment strategies. James Naples III is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and staying current with industry trends through continuing education. Contact James Naples III today for comprehensive financial planning services.
Long Island Financial Planning Group
Long Island Financial Planning Group is a leading finance institution located at 1400 Old Country Road in Westbury, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, our experts are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Christopher Tompkins - Attorney At Law
Welcome to Christopher Tompkins - Attorney At Law Located at 225 Broadway, Suite 700, in the heart of Manhattan, New York, the Law Office of Christopher Tompkins specializes in legal name change services for both adults and minors. With over 18 years of dedicated experience in New York State law, Mr. Tompkins is committed to providing thorough and compassionate legal assistance for those seeking a name change for personal, religious, family-related, or professional reasons.
Simonetti & Associates
Simonetti & Associates is a well-respected law firm located at 1400 Old Country Road in Westbury, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. Whether you are facing a personal injury case, need assistance with family law matters, or require help with estate planning, Simonetti & Associates is here to help. Trust us to handle your legal needs with professionalism, expertise, and personalized attention.
The Law Offices of Michael H. Ricca P.C.
The Law Offices of Michael H. Ricca P.C. is a prestigious legal institution located at 1400 Old Country Road in Westbury, New York. As a leading law firm, we specialize in providing expert legal representation and counsel in a wide range of practice areas. Our team of experienced attorneys is dedicated to serving our clients with professionalism, integrity, and a commitment to achieving the best possible outcomes for their legal matters. Whether you are facing a personal injury case, a criminal charge, or need assistance with estate planning, our skilled lawyers are here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Law Office of Joseph J. Perrini III
The Law Office of Joseph J. Perrini III is a reputable legal firm located at 400 Post Avenue in Westbury, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Joseph J. Perrini III provides expert legal representation to clients throughout the United States. With a track record of successful cases and a commitment to client satisfaction, this law office is dedicated to providing top-notch legal services and achieving the best possible outcomes for their clients. Contact them today for a consultation to discuss your legal needs.
Cordoba Law. Abogada Elizabeth Cordoba
Cordoba Law, led by Abogada Elizabeth Cordoba, is a reputable law firm located at 139 Post Avenue in Westbury, New York. Specializing in various areas of law, including immigration, family, and business law, Abogada Cordoba and her team provide expert legal advice and representation to clients in the United States. With a dedication to excellence and a commitment to achieving the best possible outcomes for their clients, Cordoba Law is a trusted resource for individuals and businesses seeking professional legal services.
The Virdone Law Firm, P.C.
The Virdone Law Firm, P.C. is a trusted institution located at 1600 Stewart Avenue, Westbury, New York, United States. Specializing in family law, their team of experienced lawyers is dedicated to guiding individuals in Nassau County and Suffolk County through divorce proceedings with professionalism and expertise. Led by founding attorney John Virdone, the firm is known for providing professional counsel and advocacy in a wide range of divorce and family law matters. Whether you are facing a contested divorce or seeking an uncontested resolution, The Virdone Law Firm, P.C. has the knowledge and resources to assist you every step of the way. With a focus on protecting your interests and achieving the most favorable outcome, their team is committed to providing comprehensive legal support tailored to your specific needs. From residency requirements to custody and visitation matters, the firm offers a full range of services to help you navigate the complexities of the legal system. If you are in need of legal representation for a family law matter, don't hesitate to contact The Virdone Law Firm, P.C. for professional guidance and support.
Fox & Lefkowitz LLP
Fox & Lefkowitz LLP is a reputable law firm located at 1400 Old Country Road in Westbury, New York. With a team of experienced lawyers, they specialize in providing top-notch legal services to their clients. Whether you are in need of representation for personal injury, family law, real estate transactions, or any other legal matter, Fox & Lefkowitz LLP is dedicated to providing you with expert advice and guidance. Their commitment to client satisfaction and their track record of success make them a trusted choice for legal representation in the United States.
H&R Block
H&R Block is a renowned accounting and finance institution located at 251 A Post Avenue in Westbury, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business owner seeking financial advice, H&R Block is here to provide expert guidance and support. Trust H&R Block to help you navigate the complexities of accounting and finance with ease and confidence.
Laura M. Ortiz, Esq.
Laura M. Ortiz, Esq. is a prestigious law firm located at 176 Post Avenue in Westbury, New York. Led by the experienced and knowledgeable attorney Laura M. Ortiz, the firm specializes in a wide range of legal services including family law, estate planning, real estate transactions, and more. With a commitment to providing personalized and effective legal representation, Laura M. Ortiz, Esq. is dedicated to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Whether you are facing a divorce, need assistance with creating a will, or require representation in a real estate matter, Laura M. Ortiz, Esq. is here to provide expert guidance and support.
JONATHAN K. DAVIS, P.C.
JONATHAN K. DAVIS, P.C. is a reputable law firm located at 1 Store Hill Road in Old Westbury, New York. Specializing in various legal services, the experienced team at JONATHAN K. DAVIS, P.C. is dedicated to providing top-notch representation and guidance to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, JONATHAN K. DAVIS, P.C. is here to help. With a commitment to excellence and a track record of success, you can trust JONATHAN K. DAVIS, P.C. to handle your legal needs with professionalism and care.
A Sklavos Law Office
A Sklavos Law Office is a reputable legal institution located at 265 Post Avenue in Westbury, New York. Specializing in various areas of law, their team of expert lawyers provide top-notch legal services to clients in need of professional representation. With a commitment to excellence and a track record of success, A Sklavos Law Office is dedicated to serving the legal needs of individuals and businesses in the United States. Contact them today for reliable legal assistance.
Law Office of Harry C. Demiris, Jr., P.C.
The Law Office of Harry C. Demiris, Jr., P.C. is a reputable legal institution located in Westbury, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, our team of experienced attorneys is dedicated to providing quality representation and personalized attention to each client. With a commitment to achieving the best possible outcome for our clients, we strive to uphold the highest standards of integrity and professionalism in every case we handle. Contact us today for a consultation to discuss your legal needs.
Law Offices of Harold A Bollaci
The Law Offices of Harold A Bollaci is a prestigious law firm located at 400 Post Avenue in Westbury, New York. Specializing in finance and legal matters, our team of experienced lawyers provide expert advice and representation for a wide range of legal issues. With a commitment to excellence and client satisfaction, we strive to achieve the best possible outcomes for our clients. Contact us today for a consultation and see how we can assist you with your legal needs.
Binder & Cohen
Binder & Cohen is a reputable law firm located at 265 Post Avenue in Westbury, New York. Specializing in various areas of law, the experienced attorneys at Binder & Cohen are dedicated to providing top-notch legal services to their clients. Whether you are in need of representation for a personal injury case, real estate transaction, or estate planning matters, the team at Binder & Cohen is committed to achieving the best possible outcome for each individual client. With a track record of success and a strong reputation in the legal community, Binder & Cohen is a trusted institution for all your legal needs.
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