TOP 30 Estate tax planning in Hauppauge, New York

84 results found

Strategic Financial & Tax Planning Services is a comprehensive financial institution located at 150 Motor Parkway in Hauppauge, New York. Our team of expert accountants, financial advisors, and insurance agents are dedicated to providing personalized and strategic financial planning services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or insurance coverage, our professionals are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Retirement Plan Consulting Group, located at 150 Motor Parkway, Hauppauge, New York, is a finance institution that specializes in helping individuals plan for their retirement. According to recent statistics, 8 out of 10 workers expect their workplace retirement savings plan to be a significant source of income during retirement. The institution offers securities-related services to residents of specific states in the U.S., and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Please note that insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on social media platforms do not necessarily reflect the views of the institution. Additionally, by clicking on certain links, you may be directed to a third-party website that is not affiliated with Wells Fargo Advisors. It is recommended to review the policies and terms of these third-party websites before providing any personal information.

TFG Accounting and Tax, located at 200 Parkway Drive South in Hauppauge, New York, has been serving companies across America since 1996. Their team of Certified Public Accountants offers a range of accounting, audit, tax, and business consulting services. In addition to their core services, TFG also provides financial planning, wealth management, insurance, and management consulting through their related entities. They pride themselves on offering innovative financial solutions tailored to individual and business needs, with a focus on maximizing assets and minimizing liabilities. TFG works with a variety of industries, from healthcare to technology, and is dedicated to helping clients make informed financial decisions and build their legacy. With a commitment to privacy and personalized service, TFG Accounting and Tax is a trusted partner for individuals, businesses, and estates seeking comprehensive financial management.

Hauppauge Capital Group - Morgan Stanley is a reputable finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York. As a branch of the esteemed Morgan Stanley financial services firm, this institution offers a wide range of financial services and investment solutions to individuals, businesses, and institutions. With a team of experienced financial advisors and wealth management professionals, Hauppauge Capital Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for retirement planning, wealth management, or investment advice, this institution is committed to providing personalized and comprehensive financial solutions to meet your needs.

MCINTOSH Tax and Asset Management Group is a leading finance institution located at 410 Motor Parkway in Hauppauge, New York. Our team of experienced professionals specializes in providing expert tax and asset management services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

Total Wealth Planning, LLC is a finance institution located at 140 Fell Court in Hauppauge, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through comprehensive wealth planning strategies. From retirement planning to investment management, we offer personalized services tailored to each client's unique needs. Trust Total Wealth Planning, LLC to guide you towards financial success and security.

MJG Planning is a reputable finance institution located at 350 Motor Parkway in Hauppauge, New York. With a strong focus on financial planning and investment management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, MJG Planning offers personalized solutions and expert advice to guide you towards financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.

The Financial Planning Association is a reputable institution located at 140 Fell Court in Hauppauge, New York, United States. As a finance-focused organization, they provide expert guidance and resources to help individuals and businesses effectively manage their finances and plan for the future. Whether you are looking to create a budget, save for retirement, or invest in the stock market, the Financial Planning Association offers a range of services to meet your financial needs. With a team of experienced professionals, they are dedicated to helping their clients achieve their financial goals and secure their financial 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.

Tax and Financial Services: John W Trinkwald III, CPA is a reputable institution located at 200 Motor Parkway in Hauppauge, New York, United States. Specializing in accounting and finance, this institution offers expert services in tax preparation, financial planning, and consulting. With years of experience and a dedicated team led by CPA John W Trinkwald III, clients can trust in receiving professional and personalized financial advice to help them achieve their goals. Whether individuals or businesses, this institution is committed to providing top-notch services to meet the unique needs of each client.

Feldman, Kramer & Monaco, P.C. is a prestigious law firm located at 330 Motor Parkway, Hauppauge, New York, United States. With over 35 years of experience, the firm is dedicated to protecting client interests and achieving client goals. The team of attorneys at the firm specialize in a wide range of practice areas including Elder Law, Special Needs, Estate Planning, Estate Administration, Guardianship, Medicaid, Real Estate, Matrimonial and Family Law, and Personal Injury. The team at Feldman, Kramer & Monaco, P.C. is led by experienced attorneys such as Mr. Gerry, Mr. Sandman, Ms. Karlova, and Mr. Feldman, who have been recognized for their excellence in the legal field. The firm has a strong track record of successful litigation, with cases resulting in significant monetary recoveries for clients.

Quatela Chimeri PLLC is a boutique law firm located at 888 Veterans Memorial Highway in Hauppauge, New York. With offices in both Suffolk and Nassau, our firm is known for our expertise in business litigation and family law. Our team of seasoned attorneys specializes in a variety of practice areas, guiding clients through divorce proceedings and transitions in both supreme and family courts. In high net worth divorces, our business acumen allows us to protect your interests, particularly when it comes to equitable distribution and other legal issues that may impact business assets. Our trial and appellate lawyers provide results-driven solutions to family law challenges, and our litigators bring a wealth of experience to civil litigation disputes.

Christopher Palermo is a reputable lawyer located at 1300 Veterans Memorial Highway in Hauppauge, New York. With years of experience and expertise in various legal matters, Christopher Palermo is dedicated to providing top-notch legal services to clients in the United States. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Christopher Palermo is committed to helping you navigate the complexities of the legal system with professionalism and integrity. Contact Christopher Palermo today for all your legal needs.

Kapp David is a reputable law firm located at 527 Townline Road in Hauppauge, New York. Specializing in various areas of law, the skilled team at Kapp David is dedicated to providing expert legal advice and representation to clients in need. With a commitment to delivering personalized service and achieving favorable outcomes for their clients, Kapp David is a trusted institution in the legal community. Whether you are facing a complex legal issue or in need of guidance on a legal matter, Kapp David is here to help. Contact them today to schedule a consultation.

Friedman Law Associates, P.C. is a reputable finance and legal institution located at 300 Wheeler Road in Hauppauge, New York, United States. Specializing in a wide range of legal services, their team of experienced lawyers is dedicated to providing top-notch legal representation and financial advice to their clients. With a strong commitment to excellence and client satisfaction, Friedman Law Associates, P.C. is the go-to choice for individuals and businesses seeking expert legal guidance and financial solutions.

MAYER BARON PLLC is a reputable law firm located at 38 Kings Highway in Hauppauge, New York. With a team of experienced attorneys, they offer a wide range of legal services to individuals and businesses in the United States. Specializing in areas such as real estate law, estate planning, and business law, MAYER BARON PLLC is dedicated to providing high-quality legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, MAYER BARON PLLC is committed to helping you navigate the legal process with confidence and ease. Contact them today to schedule a consultation.

Mitlin Financial, Inc. is a leading finance institution located at 140 Adams Avenue in Hauppauge, New York, United States. With a strong reputation for providing personalized financial planning and investment management services, Mitlin Financial, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, estate planning, tax planning, and investment strategies. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mitlin Financial, Inc. is committed to providing expert guidance and support every step of the way.

North Shore Wealth Management Advisors, Inc. is a finance institution located at 200 Motor Parkway, Hauppauge, New York, United States. Our website offers a range of calculators to help you better understand your finances. We are dedicated to providing expert advice and guidance to help you meet your financial goals. Our mission is to serve our clients with integrity, courtesy, and respect. We are proud to offer professional services to clients in the New York Metro Tri-State Area and across the United States. Securities are offered through American Portfolios Financial Services, Inc. and investment advisory services are offered through American Portfolios Advisors, Inc. North Shore Wealth Management Advisors, Inc. is committed to serving your unique needs and helping you achieve financial success.

Diversified Private Wealth Advisors, located at 200 Parkway Drive South in Hauppauge, New York, is a finance institution that upholds the values of hard work, patience, and responsible investing. With a focus on helping individuals achieve their financial goals through a disciplined approach, the team at Diversified Private Wealth Advisors is dedicated to providing expert advice and guidance. They believe in planting seeds for the future and tending to their clients' financial needs with care and expertise. Securities are offered through Lebenthal Financial Services, Member FINRA/SIPC, and investment advisory services are offered through Lebenthal Global Advisors, LLC. The institution values transparency and integrity, ensuring that clients receive the best possible service tailored to their individual circumstances and goals.

Nestegg Advisors Inc is a reputable finance institution located at 330 Vanderbilt Motor Parkway in Hauppauge, New York, United States. With a team of experienced financial experts, Nestegg Advisors Inc offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can trust Nestegg Advisors Inc to provide personalized and strategic financial solutions to help them achieve their financial goals.

Kuttin Wealth Management - Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York, is a top-rated finance institution recognized by Barron's as one of the Top 100 Private Wealth Management Teams for 2023. Led by Jonathan Kuttin, the team offers personalized financial planning services to help clients navigate the uncertainty of the market and achieve their financial goals. With a focus on individualized investment strategies and asset allocation, Kuttin Wealth Management works closely with clients to understand their goals, risk tolerance, and life changes. Regular meetings are held to review progress, update strategies, and track performance towards achieving financial objectives.

Miracle Mile Advisors is a leading finance institution located at 145 Marcus Boulevard in Hauppauge, New York, United States. Specializing in wealth management and investment services, Miracle Mile Advisors offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Miracle Mile Advisors is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Miracle Mile Advisors is here to help you every step of the way.

Morgan Stanley Financial Advisors is a leading financial institution located at 888 Veterans Memorial Highway in Hauppauge, New York, United States. Our team of experienced advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our advisors are dedicated to providing personalized solutions tailored to your unique needs. Trust Morgan Stanley Financial Advisors to help you navigate the complex world of finance and secure a prosperous future.

Steel Ridge Advisors is a reputable finance institution located at 1377 Motor Parkway in Hauppauge, New York, United States. With a team of experienced financial advisors, Steel Ridge Advisors offers a wide range of financial services to help clients achieve their financial goals. Whether it's investment management, retirement planning, or wealth preservation, Steel Ridge Advisors works closely with clients to develop personalized strategies tailored to their individual needs. Trustworthy and professional, Steel Ridge Advisors is dedicated to providing top-notch financial guidance and support to help clients navigate the complexities of the financial world.

Lincoln Investment is a reputable finance institution located at 644 Veterans Memorial Highway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, we are here to help. With a focus on integrity and excellence, Lincoln Investment is committed to helping you secure your financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Magii Inc. is a leading finance institution located at 490 Wheeler Road in Hauppauge, New York. With a strong reputation for excellence in the financial industry, Magii Inc. offers a wide range of financial services to clients in the United States. Our team of experienced professionals is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Magii Inc. is here to help. Visit us today to learn more about how we can help you secure your financial future.

Conrad Capital Management Inc. is a reputable finance and insurance agency located at 1300 Veterans Memorial Highway in Hauppauge, New York, United States. With a strong commitment to providing top-notch financial services to its clients, Conrad Capital Management Inc. offers a wide range of investment and insurance solutions tailored to meet individual needs and goals. Their team of experienced professionals is dedicated to helping clients achieve financial success and security. Whether you are looking to invest for the future or protect your assets, Conrad Capital Management Inc. is here to help you every step of the way.

Richard F. Milella is a prestigious financial institution located at 1393 Veterans Memorial Highway in Hauppauge, New York. With a strong reputation for excellence in the finance industry, Richard F. Milella offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Richard F. Milella is committed to delivering top-notch service and expertise. Visit their office in Hauppauge to learn more about how they can help you secure your financial future.

Cathy Wear is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway in Hauppauge, New York, United States. Cathy holds various certifications including 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®. Cathy has expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Additionally, Cathy is trained to provide financial advice to veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and continued education, Cathy is dedicated to helping clients make informed decisions and achieve their financial goals.

Katie Coleman - Financial Advisor at Ameriprise Financial Services, LLC is located at 1600 Express Drive South, Hauppauge, New York, United States. As a finance institution, Katie Coleman offers personalized financial planning and investment strategies to help clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" which can be reviewed to see which approach aligns best with your needs. You can learn more about Katie Coleman's background, credentials, and experience to ensure they are the right fit for you. By filling out the "Request consultation" form, you can connect with Katie Coleman for a complimentary initial consultation to discuss your financial situation and goals.