TOP 30 Estate tax guidance in Westbury, New York

19 results found

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.

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.

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.

Gassler & O'Rourke, P.C. is a reputable law firm located at 1025 Old Country Road in Westbury, New York. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to clients in the United States. From personal injury cases to business law and real estate transactions, Gassler & O'Rourke, P.C. offers expert legal representation and guidance. Their commitment to excellence and client satisfaction sets them apart in the legal industry. Trust Gassler & O'Rourke, P.C. for all your legal needs.

Choudhry & Franzoni Law Group is a premier law firm located at 32 Bond Street in Westbury, New York, United States. Our team of experienced lawyers provides aggressive and effective legal representation for each client, ensuring that their rights are protected in all legal matters. Whether you are buying or selling a house, signing a lease, or dealing with commercial real estate transactions, our lawyers are here to guide you through the complex legal processes. We specialize in real estate law, offering advice on residential and commercial properties to ensure that our clients make informed decisions.

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.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

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.

HVS is a renowned finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a strong reputation for providing expert financial services, HVS is a trusted partner for individuals and businesses seeking sound financial advice and assistance. The institution's knowledgeable team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, HVS is committed to providing top-notch financial solutions tailored to your specific needs. Visit HVS today to experience the difference that expert financial guidance can make in your life.

Edward Jones - Financial Advisor: Danilise Diaz, AAMS™|CRPC™ is a reputable financial institution located at 400 Post Avenue, Westbury, New York, United States. Specializing in providing personalized financial planning services, Danilise Diaz, a certified AAMS™|CRPC™ financial advisor, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future.

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.

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.

Worldwide Wealth Group is a renowned finance institution located at 1400 West Old Country Road in Westbury, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to invest, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Worldwide Wealth Group to help you secure a prosperous financial future.

Jason Rogoff - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With a focus on providing financial guidance to help clients reach their goals, Jason Rogoff - Thrivent is licensed in multiple states including AZ, CA, CT, DE, FL, GA, IA, IL, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can rest assured that only appropriately appointed and licensed financial advisors and professionals provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.

Eon Wealth Management is a leading financial institution located at 1400 Old Country Road in Westbury, New York. As a trusted provider of financial services, Eon Wealth Management offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Eon Wealth Management is dedicated to providing top-notch financial planning, investment management, and wealth preservation services. Whether you are looking to grow your assets or plan for retirement, Eon Wealth Management is committed to helping you secure a prosperous future.

Robert Vissichelli - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. Licensing for financial services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for these matters. The institution offers financial planning services through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and investment services offered through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors and professionals. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

James Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With over 30 years of experience, the team at Bilger Financial Group is dedicated to helping clients achieve and maintain their financial goals through customized solutions. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients. They offer a range of financial products and services including life insurance options that can be tailored to individual needs. Thrivent operates with a higher purpose, aiming to empower individuals to make the most of their financial resources and give back to their communities. Membership with Thrivent offers access to financial expertise, tools for charitable giving, and a sense of community. The institution is part of Thrivent, a Fortune 500 company with a long history of financial strength and stability. Their financial advisors do not provide legal, accounting, or tax advice, but offer guidance through a Financial Planning Framework. Thrivent is committed to helping clients navigate their financial journey with clarity and confidence.

Eric Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. For over 30 years, the team at Bilger Financial Group has been dedicated to helping clients achieve and maintain their financial goals through customized financial solutions. They believe in providing comprehensive advice and financial strategies that are in the best interest of their clients. Thrivent, the parent company, is committed to providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their financial resources. Membership with Thrivent offers access to tools and resources for giving back to the community and living a more meaningful life. The company has a long heritage of financial strength and fiscal stability, serving over 2 million clients and supporting the communities in which they operate. Thrivent's financial advisors and professionals are dedicated to providing expert guidance and support throughout the financial journey of their clients. Be sure to visit their website for more information on professional designations and licensing requirements.

Michael Cousins - Thrivent is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a team that has been in the industry for over 30 years, Bilger Financial Group offers a wide range of financial products and services to help clients achieve and maintain their financial goals. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients, ensuring financial clarity and confidence as they work towards their goals. Thrivent also offers life insurance solutions that can be customized to individual needs, as well as a commitment to giving back to the community. By joining Thrivent, clients become part of a community looking out for each other, with access to tools and resources to live a more meaningful life. The institution is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability, serving over 2 million clients and their communities. Thrivent's financial experts provide market updates and outlooks to help clients navigate their financial journey. It is important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult their own professionals for such matters.