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

Northwestern Mutual - Garden City is a finance institution located at 1225 Franklin Avenue in Garden City, New York. Our dedicated team of financial professionals is committed to helping individuals and families achieve their financial goals through personalized planning and expert guidance. Whether you are looking to secure your financial future, plan for retirement, or protect your assets, we are here to provide you with the tools and resources you need to make informed decisions. Contact us today to learn more about how Northwestern Mutual - Garden City can help you build a secure financial foundation for the future.

Dresner Financial Planning is a reputable finance institution located at 734 Miller Avenue in Freeport, New York, United States. Our experienced team of financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, grow your wealth, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Statera Wealth Solutions, located at 25 Carle Road in Westbury, New York, is a finance institution that is dedicated to empowering clients towards optimal Financial Balance®. By changing the conversation about personal finance, Statera Wealth Solutions brings clarity and honesty to the table. Their unique approach focuses on a macro-economic philosophy that provides a holistic view of your entire financial landscape, making it easier to have authentic conversations about financial strategies. Unlike traditional financial institutions, Statera Wealth Solutions offers a personalized financial model built exclusively for each client. By eliminating opinion, bias, and hype, clients gain a different perspective on their financial path. The institution focuses on the four critical areas of financial importance: Protection, Assets, Liabilities, and Cash Flow, setting them apart from mass prescribed financial guidance.

Louis Margro, Financial Services Professional at Summit Wealth Solutions & Insurance Services, located at 100 Jericho Quadrangle in Jericho, New York, offers a full range of financial services to help clients align their money with what matters most in life. Specializing in life insurance, Louis Margro aims to help clients leave a legacy of love and financial security for their loved ones. As a licensed agent with New York Life Insurance Company and various other independent insurance companies, Louis Margro is dedicated to serving professional advisors and assisting clients in achieving their financial goals. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Louis Margro provides securities products, services, and advisory services to individuals in California, New Jersey, New York, Ohio, and Florida. With a focus on helping clients live the good life and make a positive impact, Louis Margro is committed to providing personalized financial solutions to meet the unique needs of each client.

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.

Full Spectrum Financial Solutions is a premier financial institution located at 500 North Broadway in Jericho, New York. As a leading provider of comprehensive financial services, we offer a wide range of solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized guidance and support to help you navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Full Spectrum Financial Solutions is here to help. Contact us today to learn more about how we can help you secure a brighter financial future.

Natalie Mcginley, Financial Professional - New York Life, located at 1660 Walt Whitman Road, Melville, New York, United States, offers a wide range of financial services and products to meet the needs of clients. Specializing in creating custom insurance and financial solutions, Natalie works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. With expertise in life insurance, long-term care, disability insurance, annuities, and investments, Natalie helps clients protect their families, assets, and businesses from unexpected events while pursuing greater returns for a secure retirement. As a financial advisor with Eagle Strategies, Natalie is committed to building long-term relationships with clients and providing personalized guidance and support through life's biggest moments. From life insurance to financial strategy, Natalie helps clients turn their love for their families into policies that offer protection and peace of mind. Whether planning for retirement, education expenses, or estate transfer, Natalie can help clients navigate the complex world of finance and create customized plans that meet their needs and goals. Contact Natalie Mcginley, Financial Professional - New York Life, to start planning for a secure financial future.

Shope Financial Planning is a trusted finance institution located at 5014 Genesee Street in Camillus, New York. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Real Estate & Mortgage Financing with Glenn Chiarulli is a reputable finance institution located at 1888 Hylan Boulevard in New York, United States. Specializing in real estate and mortgage financing, Glenn Chiarulli offers expert guidance and personalized solutions to help clients achieve their property ownership goals. With a wealth of experience and a commitment to customer satisfaction, this institution is dedicated to providing top-notch financial services in the competitive real estate market. Trust Glenn Chiarulli for all your real estate and mortgage financing needs.

J AND W Estate and Household Services is a reputable institution located at 407 Burch Farm Drive in Brockport, New York. We offer a wide range of professional services to assist with estate management and household organization. Our team is dedicated to providing top-notch service to our clients, ensuring that their needs are met with efficiency and expertise. Whether you require assistance with estate planning, downsizing, or home organization, J AND W Estate and Household Services is here to help. Contact us today to learn more about how we can assist you in creating a more organized and streamlined living space.

The Legacy and Long-Term Care Planning Center is a finance institution located at 1880 South Winton Road in Rochester, New York, United States. This center specializes in helping individuals and families plan for their future by providing expert advice and guidance on legacy planning and long-term care. Whether you are looking to protect your assets for future generations or ensure you have the necessary resources for your own care as you age, the Legacy and Long-Term Care Planning Center is dedicated to helping you achieve your financial goals. With a team of experienced professionals, this institution offers personalized solutions to help you secure your financial future and leave a lasting legacy for your loved ones.

Upstate Professional Planning is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. With a team of experienced professionals, they offer expert financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Upstate Professional Planning can provide personalized solutions to meet your needs. Their dedication to excellence and commitment to client satisfaction make them a trusted partner in financial planning. Contact them today to start planning for a secure financial future.

2020 Wealth Solutions, led by President Scott E. Zakalik, CPA, is a comprehensive financial services institution located at 6605 Pittsford Palmyra Road in Fairport, New York. Specializing in accounting, finance, and insurance services, our team is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and expert advice, we strive to provide our clients with the tools and guidance needed to secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

Kellman Barnes Financial Planning is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York, United States. With a team of experienced financial planners, we specialize in providing tailored financial solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our experts are here to guide you every step of the way. Trust Kellman Barnes Financial Planning to secure your financial future.

Stokes Wealth Solutions is a finance institution located at 292 Washington Avenue Extension, Albany, New York, United States. The institution offers a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. With 38 years of experience, the dedicated and experienced Independent Financial Advisor at Stokes Wealth Solutions can help you make well-informed decisions to reach your financial goals. Securities are offered through Securities America, Inc., while advisory and financial planning services are offered through Securities America Advisors, Inc. Stokes Wealth Solutions and the Securities America companies are not affiliated. Please note that this site is for informational purposes only and does not constitute an offer to sell or solicit any security or product. Residents of the United States can benefit from the services offered at Stokes Wealth Solutions. Be sure to check the background of the investment professional before making any decisions. Visit the website to review interesting calculators and learn more about how Stokes Wealth Solutions can help you achieve your financial goals.

Retirement Solutions, LLC is a finance institution located at 3 Lear Jet Lane in Latham, New York, United States. We specialize in providing comprehensive retirement planning services to help individuals achieve their financial goals for their golden years. Our team of experienced professionals offers personalized advice and solutions to help clients navigate the complexities of retirement planning. Whether you are just starting to save for retirement or are nearing the end of your career, Retirement Solutions, LLC is here to help you secure a comfortable and worry-free future.

Vahanian & Associates Financial Planning Inc. is a renowned finance institution located at 60 Railroad Place in Saratoga Springs, New York, United States. With a team of experienced financial experts, they provide comprehensive financial planning services to help clients achieve their financial goals. From retirement planning to investment management, Vahanian & Associates is dedicated to providing personalized solutions tailored to each client's unique needs. Trustworthy, reliable, and committed to excellence, Vahanian & Associates Financial Planning Inc. is the go-to destination for all your financial planning needs.

All In III LLC is a reputable institution located at 132 Czebeniak Road, Parish, New York, United States. They offer a wide range of services and programs to meet the needs of their clients. With a team of experienced professionals, All In III LLC is dedicated to providing top-notch service and support to help individuals achieve their goals. Whether you are looking for personal development, career guidance, or financial planning, All In III LLC is here to help you every step of the way. Visit their location today to learn more about how they can assist you in reaching your full potential.

Hillside Park Real Estate Townhouses is a family-owned and operated real estate agency located at 11 4th Avenue in Oswego, New York. With over 50 years of experience, we are dedicated to providing upscale townhouses and duplex apartments for professionals and retired individuals in the city of Oswego. Our staff takes pride in maintaining clean and well-kept apartments to ensure the satisfaction of our tenants. Our townhouses on 4th Avenue and Utica Street offer an ideal location with luxurious amenities and spacious living. These charming townhouses feature galley-style kitchens and open floor plans, making them a cut above the rest in terms of aesthetics and comfort.

Danielle Clement Homes at TruAgent Real Estate is a top-notch real estate agency located at 350 East Avenue, Rochester, New York, United States. Specializing in selling homes for the most amount of money in the least amount of time, hassle-free, this agency offers a free marketing plan tailored to your needs. The experienced team, led by Danielle and Lisa, goes above and beyond to ensure a smooth and successful home buying or selling process. Clients rave about the professionalism, expertise, and personalized touch provided by the DCH TruAgent team. Whether you're looking to buy or sell a home, this agency comes highly recommended for their outstanding service. Create an account with them to save properties, receive alerts, view comparables, and stay updated with monthly market reports. Each office is independently owned and operated, ensuring the highest level of service and commitment to clients.

Comlacht Estate Management is a professional property management company located at 7038 State Route 26 in Lowville, New York. With a commitment to excellence and a focus on customer service, Comlacht Estate Management offers a wide range of services to help property owners effectively manage and maintain their estates. From landscaping and maintenance to tenant relations and financial management, Comlacht Estate Management provides comprehensive solutions to meet the unique needs of each property. Trust in Comlacht Estate Management to ensure your estate is well-maintained and running smoothly.

Right Home Solutions is a reputable real estate agency located at 39 West Genesee Street in Clyde, New York. We are dedicated to providing our clients with top-notch service and expertise in buying, selling, and renting properties. Our team of experienced agents is committed to helping you find the perfect home or investment property that meets your needs and budget. Whether you are a first-time homebuyer or a seasoned investor, we are here to guide you through the real estate process and make your experience as smooth and successful as possible. Contact us today to learn more about how Right Home Solutions can help you achieve your real estate goals.

Granchelli EA Real Estate Development is a reputable real estate agency located at 36 Pine Street in Lockport, New York, United States. With a focus on providing exceptional service and expertise in real estate development, Granchelli EA is dedicated to helping clients find their dream properties and navigate the complex world of buying and selling real estate. Whether you are looking to invest in commercial properties or find your perfect home, Granchelli EA Real Estate Development is committed to guiding you every step of the way.

RJG Tax & Capital Solutions, Inc is a finance institution located at 150 Motor Parkway in Hauppauge, New York, United States. Specializing in tax and capital solutions, our team of experts is dedicated to helping individuals and businesses navigate the complex world of finance. Whether you need assistance with tax planning, investment strategies, or financial management, our experienced professionals are here to provide personalized solutions tailored to your unique needs. Trust RJG Tax & Capital Solutions, Inc to help you achieve your financial goals and secure a prosperous future.

Exceptional Financial & Tax Planning Services Inc is a leading accounting and finance institution located at 150 Motor Parkway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing top-notch financial and tax planning services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and maximize their tax savings. Contact us today to learn more about how we can assist you with your financial needs.

Innovative Accounting Solutions/Karlinsky & Golub CPAs is a leading accounting and finance institution located at 2388 Ocean Avenue in New York, United States. Our team of experienced accountants and financial experts provide innovative solutions to help businesses and individuals manage their finances effectively. With a focus on accuracy and efficiency, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust us to handle all your accounting and financial needs with professionalism and expertise.

Valley View Estates is a premier senior living community located at 4101 South 9 Mile Road in Allegany, New York. Our beautiful facility offers a range of lifestyle options for seniors, including independent living, assisted living, and memory care services. Residents can enjoy spacious living accommodations, delicious dining options, engaging activities and events, and personalized care plans to meet their individual needs. Our dedicated staff is committed to providing a warm and welcoming environment where residents can thrive and enjoy their golden years to the fullest. Come experience the comfort and convenience of Valley View Estates today.

Pleasant Valley Estates is a premier senior living community located at 1605 U.S. 9 in Wappingers Falls, New York. Our beautiful campus offers a range of amenities and services designed to enhance the quality of life for our residents. With spacious apartments, gourmet dining options, and a variety of activities and events, Pleasant Valley Estates provides a welcoming and comfortable environment for seniors looking to enjoy their retirement years. Our dedicated staff is committed to providing personalized care and support to help residents live their best lives. Discover the warmth and charm of Pleasant Valley Estates and make it your new home today.

Violet Estates Active Adult 55 Luxury Apartments is a premier residential community located at 9 Ultra Way in Poughkeepsie, New York. Our upscale apartments are specially designed for active adults aged 55 and above, offering a luxurious and comfortable living experience. Residents can enjoy a range of amenities including a fitness center, swimming pool, community clubhouse, and beautifully landscaped grounds. With spacious floor plans, modern appliances, and high-end finishes, Violet Estates provides a sophisticated and vibrant living environment for our residents. Experience the ultimate in upscale living at Violet Estates Active Adult 55 Luxury Apartments.

Trinity 3 in 1HDFC is a prestigious institution located at 2015 Southern Boulevard in New York, United States. This unique organization offers a comprehensive range of services, including financial consulting, real estate management, and community development. With a focus on providing top-notch solutions to individuals and businesses alike, Trinity 3 in 1HDFC prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for expert financial advice or seeking assistance with property management, Trinity 3 in 1HDFC is the place to turn to for all your needs. Visit us today and experience the difference that Trinity 3 in 1HDFC can make in your life.