TOP 30 Best Estate tax planning in Long Beach, New York

Income Tax Financial Planning is a leading accounting and finance institution located at 88-8 151st Avenue in New York, United States. Our team of expert professionals specializes in helping individuals and businesses navigate the complexities of income tax planning to maximize financial success. Whether you need assistance with tax preparation, investment strategies, or retirement planning, our dedicated staff is here to provide personalized guidance and support. Trust Income Tax Financial Planning to help you achieve your financial goals and secure a prosperous future.

Burner Prudenti Law, P.C. is a premier law firm located at 45 West 34th Street in New York, New York, United States. For over 25 years, our experienced attorneys have been dedicated to serving clients in Manhattan and Long Island in various legal areas including Estate Planning, Elder Law, Real Estate, Medicaid, Business Succession, Probate and Estate Administration, and Guardianship proceedings. At Burner Prudenti Law, P.C., we believe in treating every client as our only client, providing personalized and innovative solutions to estates of all sizes. Please note that there is a one-time consultation fee for first-time clients, which will be applied to any legal work you hire us to complete.

Edward Jones - Financial Advisor: Sean Wynne is a reputable finance institution located at 115-10 Beach Channel Drive in New York, United States. As a trusted financial advisor, Sean Wynne provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean Wynne is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Sean Wynne is committed to providing expert guidance and support every step of the way.

Jane Donnelly is a financial advisor at Ameriprise Financial Services, LLC located at 11412 Beach Channel Drive in New York, United States. With a focus on finance, Jane offers personalized financial advice and solutions to help clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus," so clients can find the right match for their needs. Clients can review Jane's background, credentials, and experience to ensure they are making the best choice for their financial future. By filling out the "Request consultation" form, clients can connect with Jane for a complimentary initial consultation to discuss their financial goals and create a personalized financial plan.

Prudential | Kevin Bort | Life Insurance & Financial Services is a reputable finance and insurance agency located at 82-12 151st Avenue in New York, United States. With a focus on providing top-notch life insurance and financial services, our team is dedicated to helping clients secure their future and protect their loved ones. Whether you are looking for comprehensive insurance coverage or expert financial planning advice, we are here to assist you every step of the way. Trust Prudential | Kevin Bort | Life Insurance & Financial Services for all your insurance and financial needs.

Leslie Martin Shamis Atty is a reputable law firm located at 64 West Park Avenue in Long Beach, New York, United States. Specializing in various legal matters, their experienced attorneys provide expert advice and representation to clients in need of legal assistance. With a commitment to excellence and a focus on achieving favorable outcomes for their clients, Leslie Martin Shamis Atty is a trusted choice for those seeking professional legal services in the Long Beach area.

Bernstein & Gray Law Group is a reputable law firm located at 20 West Park Avenue in Long Beach, New York. With a team of experienced attorneys, they specialize in various areas of law including personal injury, family law, real estate, and estate planning. They are dedicated to providing high-quality legal services to their clients, helping them navigate through complex legal issues with ease. Whether you are facing a legal dispute or need assistance with legal documentation, Bernstein & Gray Law Group is here to help you every step of the way. Contact them today for expert legal representation.

Davoli and Associates Attorneys & Counselors at Law is a reputable law firm located at 342 North Long Beach Road in Rockville Centre, New York. Specializing in providing legal services and advice, their team of experienced lawyers are dedicated to helping clients navigate through a variety of legal matters. From personal injury cases to real estate transactions, Davoli and Associates are committed to providing top-notch legal representation and guidance. Contact them today for professional and reliable legal assistance.

The Law Office of Francis X. McQuade is a reputable legal firm located at 116 East Park Avenue in Long Beach, New York. Specializing in various areas of law, including criminal defense, personal injury, and family law, Attorney Francis X. McQuade provides expert legal representation to clients in need. With a commitment to excellence and a dedication to achieving favorable outcomes for his clients, Attorney McQuade is known for his professionalism and integrity in the legal community. If you are in need of legal assistance, do not hesitate to contact the Law Office of Francis X. McQuade for a consultation.

Marotti Regina M is a reputable law firm located at 532 East Olive Street in Long Beach, New York. Specializing in various legal areas, their team of experienced lawyers provides top-notch legal services to clients in the United States. Whether you need assistance with family law, real estate transactions, or personal injury cases, Marotti Regina M is dedicated to guiding you through the legal process with expertise and professionalism. Trustworthy and reliable, this institution is committed to achieving the best possible outcomes for their clients.

Bright Bay Advisors LLC is a finance institution located at 232 West Bay Drive in Long Beach, New York. Our team of experienced financial advisors provides expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. Contact us today to schedule a consultation and see how Bright Bay Advisors LLC can help you secure your financial future.

The Pinnacle Financial Group is a leading finance institution located at 9 South Long Beach Road in the bustling town of Rockville Centre, New York. Our team of experienced professionals is dedicated to providing top-notch financial services and solutions to our clients. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help you reach your financial goals. Trust The Pinnacle Financial Group to guide you towards financial success and stability.

CB Global Enterprises LLC is a dynamic and innovative institution located at 3237 Long Beach Road in Oceanside, New York. As a leading player in the industry, we are committed to providing top-notch services and solutions to our clients. Our team of experienced professionals is dedicated to delivering exceptional results and exceeding expectations. Whether you are looking for real estate services, investment opportunities, or business consulting, CB Global Enterprises LLC has the expertise and resources to help you achieve your goals. Contact us today to learn more about how we can assist you in reaching your objectives.

Perrotto Private Wealth is a prestigious finance institution located at 156-25 95th Street in New York, United States. With a focus on providing personalized wealth management services, Perrotto Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax strategies. Clients can trust Perrotto Private Wealth to provide expert guidance and support in navigating the complexities of the financial world, ensuring a secure and prosperous future.

Jason Leberfeld is a dedicated TD Wealth Relationship Manager located at 150-38 Northern Boulevard in New York, United States. Specializing in finance, Jason provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Jason is committed to delivering exceptional service and guidance in wealth management. Contact Jason Leberfeld today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Kelly S Derer, CFP® is a trusted financial institution located at 242 West Park Avenue in Long Beach, New York. As a Certified Financial Planner, Kelly S Derer provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Kelly S Derer can help create a tailored financial plan that meets your unique needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kelly S Derer, CFP® is committed to helping clients secure their financial future.

Joseph Ossandon - TD Wealth Financial Advisor is a reputable finance institution located at 247 Long Beach Road in Oceanside, New York, United States. As a trusted financial advisor, Joseph Ossandon provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, clients can trust Joseph Ossandon to provide expert financial guidance and advice. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Joseph Ossandon - TD Wealth Financial Advisor is dedicated to helping you secure your financial future.

Jason Leberfeld - TD Wealth Relationship Manager is a finance institution located at 175-30 Horace Harding Expressway in New York, United States. As a Relationship Manager, Jason Leberfeld provides personalized financial advice and solutions to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, clients can trust in Jason Leberfeld's expertise and dedication to guiding them towards financial success.

Hamlet Investment Services is a leading finance institution located at 899 West Beech Street in Long Beach, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment goals through personalized financial planning and wealth management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hamlet Investment Services is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a strong financial future.

Jason Leberfeld - TD Wealth Relationship Manager is a finance institution located at 214-32 Jamaica Avenue in New York, United States. As a Relationship Manager, Jason Leberfeld specializes in providing personalized financial advice and solutions to help clients achieve their financial goals. With expertise in wealth management, investment strategies, and financial planning, Jason Leberfeld is dedicated to building long-lasting relationships with clients and helping them navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Leberfeld is committed to providing expert guidance and exceptional service to help you succeed financially.

Michael A Bernabeo Park Avenue is a renowned finance institution located at 24 East Park Avenue in Long Beach, New York. With a strong reputation for providing expert financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, our personalized approach ensures that each client receives tailored advice and guidance. Visit us today to experience the difference that Michael A Bernabeo Park Avenue can make in your financial journey.

The Pinnacle Financial Group, led by Joseph Esposito, is a prominent finance institution located at 9 South Long Beach Road in Rockville Centre, New York. With a strong focus on providing personalized financial solutions, the team at Pinnacle Financial Group works closely with clients to help them achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, the experienced professionals at Pinnacle Financial Group are dedicated to helping you navigate the complex world of finance with confidence and ease. Visit us today to learn more about how we can help you secure your financial future.

Clark & Betancourt, Inc. is a reputable accounting and finance institution located at 1009 West Beech Street in Long Beach, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Clark & Betancourt, Inc. to provide expert advice and personalized solutions to help them achieve their financial goals.

H&R Block is a renowned accounting and finance institution located at 46 East Park Avenue in Long Beach, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience top-notch financial services tailored to your specific needs.

H&R Block is a well-known accounting and finance institution located at 3446A Long Beach Road in Oceanside, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for help with your personal finances or a business in need of accounting assistance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit their office today for expert financial guidance and support.

PeterAlcarese CFP, LLC is a reputable accounting and finance institution located in New York, United States. With a team of skilled professionals led by Certified Financial Planner Peter Alcarese, the institution offers a wide range of financial services including tax preparation, investment management, retirement planning, and estate planning. Known for their personalized approach and commitment to helping clients achieve their financial goals, PeterAlcarese CFP, LLC is a trusted partner for individuals and businesses seeking expert financial advice.

Rosen Steven is a reputable accounting and finance institution located at 2949 Long Beach Road in Oceanside, New York, United States. With a team of experienced professionals, Rosen Steven offers a wide range of financial services including tax preparation, auditing, financial planning, and bookkeeping. Clients can expect personalized and efficient service to help them navigate the complexities of their financial needs. Whether you are an individual or a business owner, Rosen Steven is dedicated to providing expert financial advice and assistance to help you achieve your financial goals.

Deamorim CPA is a reputable accounting firm located at 3332 Long Beach Road in Oceanside, New York. Our team of experienced professionals offers a wide range of accounting services to individuals and businesses in the United States. From tax preparation to financial planning, we are dedicated to providing top-notch service and helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting needs.

Marc L. Montaruli, CPA is a reputable accounting and finance institution located at 104 Long Beach Road in Island Park, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing personalized and professional service to help individuals and businesses achieve their financial goals. Whether you need assistance with tax compliance or strategic financial planning, Marc L. Montaruli, CPA is committed to delivering exceptional results and exceeding client expectations. Contact them today to schedule a consultation and take control of your financial future.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.