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TOP 30 Estate planning support in Beacon, NY
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Beacon Pointe Advisors
Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.
Lise Law & Mediation PLLC
Lise Law & Mediation PLLC is a reputable law firm located at 16 River Ridge Court in Beacon, New York. Specializing in mediation and legal services, our experienced team is dedicated to providing personalized and effective solutions for our clients' legal needs. Whether you are facing a family law issue, a business dispute, or need assistance with estate planning, Lise Law & Mediation PLLC is here to help. With a commitment to professionalism and integrity, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation.
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