TOP 30 Estate tax planning in Glens Falls, New York

22 results found

Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.

Bartlett, Pontiff, Stewart & Rhodes, P.C. is a prominent law firm located at 1 Washington Street in Glens Falls, New York. With a team of experienced lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, real estate, and business law, the firm is dedicated to providing top-notch legal representation and guidance to their clients. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, Bartlett, Pontiff, Stewart & Rhodes, P.C. is committed to helping you achieve a favorable outcome.

Stanclift Law, PLLC is a reputable law firm located at 100 Glen Street in Glens Falls, New York. Specializing in various areas of law, including personal injury, family law, and real estate, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a strong commitment to professionalism and client satisfaction, Stanclift Law, PLLC is here to assist you with all your legal needs. Contact us today to schedule a consultation.

The Law Offices of Edwin M. Adeson Esq. in Glens Falls, New York, is your go-to choice for representation in Chapter 7 or Chapter 13 bankruptcy cases. Attorney Edwin M. Adeson is the leading bankruptcy practitioner in the area, offering the lowest fees guaranteed. With personal attention from Attorney Adeson himself, you can expect efficient service and quick processing of your case. In addition to bankruptcy, our firm specializes in family law and real estate matters. Attorney Adeson is appointed by the courts as a law guardian for children in family law cases. Since 1995, we have provided superior representation for bankruptcy cases, helping clients get a fresh start. Whether you need to file for Chapter 7 or Chapter 13 bankruptcy, we can assist you in navigating the process. Don't let worries about your credit hold you back – re-establishing credit after bankruptcy is easier than you think. Our satisfied clients have praised our prompt service, fair prices, and efficient handling of their cases. Contact us today to see how we can help you with your financial situation.

Ianniello Anderson, P.C. is a reputable law firm located at 333 Glen Street in Glens Falls, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in areas such as personal injury, real estate, estate planning, and business law, Ianniello Anderson, P.C. is dedicated to providing high-quality and personalized legal representation to meet the needs of their clients. Their commitment to excellence and professionalism sets them apart as a trusted and reliable law firm in the Glens Falls area.

FitzGerald Morris Baker Firth is a reputable full-service law firm located at 68 Warren Street in Glens Falls, New York. Established in 1936, our team of experienced and professional attorneys and staff work together to provide a wide range of legal services to individuals, corporations, insurance carriers, financial institutions, and public entities. Our practice areas include estate planning, elder law, real estate transactions, business formations, general litigation, insurance defense, civil rights, family law, personal injury, and environmental law. We are committed to delivering high-quality service and exceeding our clients' expectations.

Miller, Mannix, Schachner and Hafner, LLC is a renowned law firm located at 15 West Notre Dame Street in Glens Falls, New York. With a team of experienced and dedicated lawyers, they provide exceptional legal services to their clients. Specializing in various areas of law, including personal injury, family law, real estate, and estate planning, the firm is known for their professionalism and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal advice or representation, Miller, Mannix, Schachner and Hafner, LLC is the trusted choice for all your legal needs.

Caffry & Flower Attorneys at Law is a well-established general practice law firm located at 100 Bay Street in Glens Falls, New York. Founded in 2004 by John W. Caffry and Kristine K. Flower, both lifelong residents of Warren County, the firm offers experienced and high-quality legal services to the community. With several decades of combined experience, the attorneys at Caffry & Flower are dedicated to providing professional and knowledgeable legal representation to their clients. Specializing in a wide range of legal matters, Caffry & Flower assists clients with issues such as estate planning, real estate transactions, family law, and more. As a small firm, clients can expect personalized one-on-one service directly with an attorney, ensuring that their legal needs are handled with care and attention to detail. The attorneys at Caffry & Flower are committed to putting their clients first, overseeing all aspects of their legal matters to ensure the best possible outcome.

Kenneally & Tarantino is a reputable law firm located at 470 Glen Street in Glens Falls, New York. With a focus on providing expert legal services to clients in the local community, the firm specializes in various areas of law including personal injury, family law, criminal defense, and estate planning. The experienced attorneys at Kenneally & Tarantino are dedicated to delivering personalized and effective legal solutions to meet the needs of their clients. Contact them today for professional representation and guidance with your legal matters.

The William Strauss Agency is a reputable insurance agency located at 5 Warren Street in Glens Falls, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, the agency serves individuals and businesses in the local community and beyond. The experienced team at William Strauss Agency is dedicated to helping clients find the right insurance coverage to protect their assets and provide peace of mind. Contact them today for expert advice and reliable insurance options.

Morgan Stanley Financial Advisors is a renowned financial institution located at 86 Glen Street in Glens Falls, New York. As a leading provider of financial services, Morgan Stanley offers expert advice and guidance to individuals and businesses looking to manage their wealth, investments, and financial goals. With a team of experienced financial advisors, Morgan Stanley is committed to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Morgan Stanley Financial Advisors can provide the expertise and support you need to achieve your financial objectives.

The Table Rock Group - Morgan Stanley is a leading financial institution located at 86 Glen Street in Glens Falls, New York, United States. Our team of experienced professionals provides a wide range of financial services including wealth management, investment advisory, and retirement planning. With a focus on personalized service and strategic financial planning, we are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

Richard W. Fuller, CPA is a trusted accounting and finance institution located at 79 Warren Street in Glens Falls, New York, United States. We serve clients throughout the Capital District and the North Country, helping them achieve their financial goals by simplifying the complexities of taxation and finances. Our team provides personalized, friendly, and timely service in the hometown tradition. Our services include full-service payroll with direct deposit, tax payment, and report preparation. We handle federal and state individual, corporation, partnership, fiduciary, and estate tax returns, as well as tax planning. We also assist with IRS and State tax notices, providing personal representation at audits. Additionally, we offer personalized, on-site consulting and training for all bookkeeping and reporting needs.

Sloan Advisory Group, Inc. is a finance institution located at 237 Glen Street, Glens Falls, New York, United States. At Sloan Advisory Group, we believe that wealth and success are not just about numbers, but about mindset and personal definition. Our team guides clients in defining success and wealth in ways that are meaningful to them, driving their financial plans and inspiring them to reach their goals. We understand that life is full of changes and challenges, which is why we provide advice and guidance to our clients every step of the way. Whether you are approaching retirement, dealing with a loss, a high-earning professional, or just starting out as a couple, we are here to help you understand your financial situation and move forward with confidence.

Paul C Hebert - Morgan Stanley is a reputable finance institution located at 86 Glen Street in Glens Falls, New York. As part of the prestigious Morgan Stanley brand, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth or secure your financial future, Paul C Hebert - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence.

Edward Jones - Financial Advisor: Meghan M Murray is a reputable financial institution located at 5 Warren Street in Glens Falls, New York. As a trusted advisor, Meghan M Murray provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, she offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Meghan M Murray at Edward Jones is dedicated to helping you make informed decisions and reach your financial aspirations.

Matthew Baitinger - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York, United States. Specializing in wealth management, investment banking, and financial advisory services, our team is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to provide our clients with the tools and resources they need to navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Robert H Bell - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York. As a branch of Morgan Stanley, one of the world's leading financial services firms, Robert H Bell offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management solutions, and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Robert H Bell - Morgan Stanley is committed to providing expert guidance and exceptional service.

Costello-Baitinger Group - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York, United States. Specializing in wealth management and investment services, our team at Morgan Stanley is dedicated to helping our clients achieve their financial goals. With a focus on personalized financial planning and expert advice, we strive to provide our clients with the tools and resources they need to make informed decisions about their financial futures. Whether you are looking to grow your investments, plan for retirement, or manage your assets, the Costello-Baitinger Group is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial goals.

Pattison Keith, a CPA, is a reputable accounting and finance institution located at 16 Pine Street in Glens Falls, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses in the area. Their expertise includes tax preparation, auditing, financial planning, and consulting services. Clients can trust Pattison Keith to provide reliable and professional financial guidance to help them achieve their financial goals.

Mc Carthy & Conlon LLP is a reputable accounting and finance institution located at 11 South Street in Glens Falls, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Whether you are a small business owner or an individual looking to manage your finances, Mc Carthy & Conlon LLP can provide expert guidance and support to help you achieve your financial goals. Their dedication to excellence and commitment to client satisfaction make them a trusted partner in the financial industry.

Welcome to RE/MAX - The Eric Stein Team, your premier real estate agency located at 273 Columbus Avenue, Tuckahoe, New York. Specializing in real estate, finance, and general contracting, we proudly serve the vibrant communities of Westchester and Bronx, NY. As top 1% Realtors in these regions, our commitment to excellence is unmatched. At The Eric Stein Team, we believe you should never settle when it comes to real estate. Our expert agents are dedicated to understanding and meeting your unique needs, ensuring a seamless experience from our first interaction to closing day and beyond. We thrive on innovation and teamwork, guaranteeing that no detail goes unnoticed and providing you with peace of mind every step of the way.