TOP 30 Best Estate planning services in White Plains, New York

Integrity Business Solutions, Inc. is a reputable institution offering a range of services including income tax preparation and real estate services. Located at 3805 White Plains Road in New York, United States, this institution is known for its professionalism, integrity, and expertise in the fields of accounting, finance, and real estate. Whether you are looking for assistance with your taxes or need help buying or selling a property, Integrity Business Solutions, Inc. is dedicated to providing top-notch service to meet your needs.

De Caribe Tax Services Inc is a reputable accounting and finance institution located at 1408 White Plains Road in New York, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the local community. Whether you need assistance with tax preparation, bookkeeping, or financial planning, De Caribe Tax Services Inc is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to ensure your financial success.

The New York Real Estate & Insurance Institute is a prestigious institution located at 4625 White Plains Road in New York, United States. Our institute offers comprehensive education and training programs in real estate and insurance, preparing students for successful careers in these dynamic industries. With experienced instructors, state-of-the-art facilities, and a commitment to excellence, we provide our students with the knowledge and skills they need to thrive in the competitive world of real estate and insurance. Join us at the New York Real Estate & Insurance Institute and embark on a path to a rewarding and fulfilling career.

Legal Services of the Hudson Valley, located at 30 South Broadway in Yonkers, New York, is a vital institution providing free, high-quality civil legal services to individuals and families in need across seven counties in the Hudson Valley region. Their experienced team of attorneys, paralegals, and support staff take a holistic approach to ensure clients receive the advice, counsel, and representation they require during times of crisis. Whether facing legal issues due to job loss, illness diagnosis, or unfair denial of benefits, many individuals who cannot afford an attorney may feel lost in the legal system. Legal Services of the Hudson Valley offers a beacon of hope, guiding clients through unfamiliar procedures and paperwork to increase their chances of success. Their commitment to race equity is evident in their work, advocating for equal justice for all regardless of race, religion, sexual orientation, or gender.

Fox Financial Services Inc is a leading finance institution located at 5 Waller Avenue in White Plains, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth preservation strategies. Our team of experienced financial advisors 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 help you navigate the complexities of the financial world.

Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. They offer a range of services and certifications to cater to the diverse financial needs of their clients. Some of the certifications they offer include 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 ensure that the advisors at Shiva Bhashyam are well-equipped to provide expert financial advice and planning tailored to the individual needs of their clients.

Joshua Daniel Brown is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York. With a focus on providing personalized financial planning and investment strategies, Joshua helps clients navigate their financial goals and achieve long-term success. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Joshua can provide expert guidance and tailored solutions to meet your unique needs. Contact Joshua Daniel Brown today to start planning for a secure financial future.

Redlig Financial Services Inc. is a reputable accounting and finance institution located at 40 Prescott Avenue in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help 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.

Legal Services of the Hudson Valley, located at 60 Erie Street in Goshen, New York, is dedicated to providing free, high-quality civil legal services to poor and low-income individuals and families in seven counties of the Hudson Valley region. Our experienced attorneys, paralegals, and support staff take a holistic approach to ensure that our clients receive the advice, counsel, and representation they need during challenging times. Whether it's a job loss, illness diagnosis, or unfair denial of benefits, we are here to help navigate the legal system and fight for equal justice for all. We are committed to race equity and actively work towards dismantling systemic racism in our communities. Our services are available to all individuals in need, regardless of race, religion, sexual orientation, or gender. In 2021, we handled over 11,000 cases and impacted over 27,000 individuals across various practice areas. Our offices are located in White Plains, Yonkers, Mt. Vernon, Peekskill, Poughkeepsie, New Windsor, Nanuet, and Monticello to better serve the Hudson Valley region.

White Plains Financial Services is a leading finance institution located at 705 East 227th Street in New York, United States. Our experienced team of financial experts is dedicated to providing top-notch services to our clients, including investment management, financial planning, and wealth management. We strive to help individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. Visit us today to learn more about how we can help you secure your financial future.

Joseph L Soricelli Insurance and Financial Services is a trusted institution located at 4419 White Plains Road in New York, United States. As a finance institution, they offer a wide range of insurance and financial services to help individuals and businesses secure their future. With a team of experienced professionals, they provide personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage or financial planning assistance, Joseph L Soricelli Insurance and Financial Services is dedicated to helping you achieve your goals and protect what matters most to you.

Primerica Financial Services is a reputable insurance agency located at 188 East Post Road in White Plains, New York, United States. With a commitment to helping individuals and families achieve financial security, Primerica offers a range of insurance products and services to meet the diverse needs of its clients. Whether you are looking for life insurance, retirement planning, or investment solutions, Primerica's team of experienced professionals is dedicated to providing personalized guidance and support to help you reach your financial goals. Visit Primerica Financial Services today and take the first step towards a more secure future.

H&B Tax Services is a reputable finance institution located at 4056 White Plains Road in New York, United States. We specialize in providing expert tax services to individuals and businesses, ensuring accurate and timely filing to maximize refunds and minimize liabilities. Our team of knowledgeable professionals are dedicated to providing personalized attention and customized solutions to meet the unique needs of each client. Trust H&B Tax Services to handle all your tax-related needs with professionalism and efficiency.

Welcome to Joe Maymi, White Plains Realtor, your trusted real estate agency located at 222 Bloomingdale Road, White Plains, New York. With a deep commitment to the White Plains community and surrounding areas, we specialize in providing personalized real estate services that cater to both buyers and sellers. Our experienced team is dedicated to guiding you through every step of the real estate process, ensuring a seamless and rewarding experience. Whether you're searching for your dream home or looking to sell your property, Joe Maymi is here to offer expert advice, local market insights, and unparalleled support. Discover the difference of working with a realtor who truly cares about your needs and success. Contact us today to start your real estate journey with confidence.

The Ettinger Law Firm is a reputable institution specializing in elder law and estate planning. Located at 140 Grand Street in White Plains, New York, their team of experienced lawyers provide personalized legal services to help clients navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, Medicaid planning, or long-term care issues, the Ettinger Law Firm has the expertise to guide you through every step of the process. Trustworthy and dedicated, they are committed to protecting your assets and ensuring your wishes are carried out according to your wishes.

Legal Services of the Hudson Valley, located at 550 Aaron Court in Kingston, New York, is dedicated to providing free, high-quality civil legal services to individuals and families in need. With experienced attorneys, paralegals, and support staff, we offer advice, counsel, and representation to those facing legal issues in Westchester, Putnam, Rockland, Dutchess, Orange, Sullivan, and Ulster counties. In order to better serve our community, we are seeking feedback through our 2023 Priority Setting Survey. Your input is crucial in guiding our work and ensuring we meet the needs of those we serve.

The Metro at City Square White Plains is a luxury apartment complex located at 34 South Lexington Avenue in White Plains, New York. This real estate agency offers brand-new, interior renovated apartments for rent at the gateway to downtown White Plains. Just steps away from the Metro-North Station, residents can easily access great restaurants and retail stores. The Metro by GDC features the latest in kitchen and bath designs in a boutique building, along with complimentary laundry service and a full array of amenities. The unique private City Square Central Park offers fountains, a stream, waterfalls, walking paths, and more. GDC has been recognized as the Best Residential Developer by Westchester Magazine for four consecutive years. The location in City Square provides easy access to dining, shopping, entertainment, and transportation options. Residents can enjoy living in a safe and convenient location, with helpful staff and a luxury living experience. GDC is committed to Equal Housing Opportunity and complies with all federal fair housing laws. Virtual tours and online leasing options are available for those interested in renting at The Metro at City Square White Plains.

Legal Services of the Hudson Valley, located at One Park Place in Peekskill, New York, is dedicated to providing free, high-quality civil legal services to individuals and families in need. Their experienced team of attorneys, paralegals, and support staff take a holistic approach to ensure that clients receive the advice, counsel, and representation they require. In times of crisis, when individuals facing legal issues due to job loss, illness, or benefit denials can't afford an attorney, Legal Services of the Hudson Valley steps in to help. Their commitment to race equity is evident in their work, as they strive for equal justice for all, regardless of race, religion, sexual orientation, or gender.

Empire State Legal Services is a reputable law firm located at 50 Main Street in White Plains, New York. Our dedicated team of experienced attorneys provides a wide range of legal services to clients in need of professional representation. From personal injury claims to family law matters, estate planning, and real estate transactions, we are committed to delivering high-quality legal assistance tailored to meet the unique needs of each client. With a focus on integrity, professionalism, and client satisfaction, Empire State Legal Services is here to help you navigate the complexities of the legal system with confidence and peace of mind. Contact us today to schedule a consultation and let us advocate for your rights and best interests.

Welcome to Prospera Financial Services, Inc. – ProsperaNY, your trusted partner in financial success. Conveniently located at 200 Mamaroneck Avenue in the heart of White Plains, New York, we are committed to providing personalized and comprehensive financial solutions tailored to meet your unique needs. At ProsperaNY, we understand that navigating the financial landscape can be complex and challenging. Our experienced team of financial professionals is dedicated to helping you achieve your financial goals with confidence and clarity. Whether you're planning for retirement, managing investments, or seeking advice on wealth management, we offer a wide range of services designed to empower you on your financial journey.

Legal Services-Hudson Valley is a legal institution located at 29 North Hamilton Street in Poughkeepsie, New York. As a provider of civil legal services, we offer free, high-quality legal assistance to individuals and families in Westchester, Putnam, Rockland, Dutchess, Orange, Sullivan, and Ulster counties. Our team of experienced attorneys, paralegals, and support staff take a holistic approach to ensure that our clients receive the advice, counsel, and representation they need. When individuals facing legal issues due to job loss, illness, or benefit denials are unable to afford an attorney, Legal Services-Hudson Valley steps in to provide guidance and support. We are dedicated to achieving positive outcomes for our clients and are committed to promoting race equity in our work.

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 50 Main Street, White Plains, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be given. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They appreciate the opportunity to help friends or family members achieve their financial goals and offer a referral program. Privacy and security are a top priority, with information available on their website.

Madison Planning Group is a finance and insurance agency located at 10 New King Street in White Plains, New York. With a focus on providing comprehensive financial planning and insurance solutions, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Madison Planning Group is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Taylor Gray - UBS Financial Services Inc. is a leading financial institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in finance, they provide a wide range of services including wealth management, investment banking, asset management, and more. With a team of experienced professionals, Taylor Gray - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their future. Visit their office today to learn more about their personalized financial solutions.

Hudson River Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 709 Westchester Avenue in White Plains, New York. Specializing in wealth management, our experienced team of financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert advice, Hudson River Wealth Management offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Trust in our team to provide you with the guidance and support needed to navigate the complexities of the financial world. Visit us today to learn more about how we can help you achieve financial success.

The Meador, Sabia, Bickler Team at UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to help clients achieve their investment goals. Whether you are looking for wealth management, retirement planning, or investment advice, the Meador, Sabia, Bickler Team is dedicated to providing personalized solutions and expert guidance to help you navigate the complexities of the financial world. Trust in their expertise and commitment to excellence to secure your financial future.

Angela M Celso - Private Wealth Advisor at Ameriprise Financial Services, LLC is a prestigious financial institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in wealth management, Angela M Celso holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client-centered services, Angela M Celso provides comprehensive financial planning tailored to meet the individual needs of her clients. Whether you are a retiree, small business owner, or high net worth individual, Angela M Celso is dedicated to helping you achieve your financial goals with integrity and professionalism.

Peter JD Dedel is a trusted financial advisor at Ameriprise Financial Services, LLC located in White Plains, New York. With years of experience in the finance industry, Peter is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Peter can provide personalized advice and guidance to help you make informed financial decisions. Visit us at 445 Hamilton Avenue to start planning for a brighter financial future today.

Ryan Hetzer, CRPC - UBS Financial Services Inc. is a prestigious financial institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in wealth management and investment services, our team of experts led by Ryan Hetzer, a Certified Retirement Planning Counselor, is dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and top-notch customer service, we provide a comprehensive range of financial solutions tailored to meet the unique needs of each individual or business. Trust Ryan Hetzer, CRPC - UBS Financial Services Inc. to guide you towards a secure financial future.

Jack Zitomer, CFP - UBS Financial Services Inc. is a prestigious financial institution located at 709 Westchester Avenue in White Plains, New York, United States. As a Certified Financial Planner, Jack Zitomer and his team provide a wide range of financial services to help clients achieve their financial goals. With a commitment to excellence and personalized service, they offer expert advice on investments, retirement planning, estate planning, and more. Trustworthy and reliable, Jack Zitomer, CFP - UBS Financial Services Inc. is dedicated to helping clients secure their financial future.