TOP 30 Estate tax planning in Uniondale, New York

21 results found

McKenna Financial Planning is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With 16 years of experience working for the largest investment firms on Wall Street, President Jason M. McKenna, CFP®, decided to join the national independent brokerage firm of LPL Financial in 2013 to better serve his clients. Operating under the name McKenna Financial Planning, the institution offers customized financial advice without the pressures of Wall Street firm management. As the #1 independent broker dealer, LPL Financial allows McKenna Financial Planning to choose the appropriate products and services that address clients' needs, as they do not offer any proprietary products. Securities are offered through LPL Financial, and investment advice is offered through The Pinnacle Financial Group, a Registered Investment Advisor. McKenna Financial Planning and The Pinnacle Financial Group are separate entities from LPL Financial. The LPL Financial representative associated with McKenna Financial Planning may discuss and/or transact securities business only with residents of certain states. Visit the website to review interesting calculators and learn more about the services offered by McKenna Financial Planning.

IMA Tax and Accounting LLC is a top-notch accounting and finance institution located at 405 RXR Plaza, Uniondale, New York, United States. We are a full-service tax preparation, tax advisor, and accounting firm that specializes in modern solutions to help our clients reach their full financial potential. Our experienced team offers a wide range of financial services to both businesses and individuals. If you're looking for expert financial advice, feel free to reach out to us by phone or email. We look forward to helping you achieve your financial goals.

Dorothy Lester - Prudential Financial is a reputable finance and insurance agency located at 530 RXR Plaza in Uniondale, New York, United States. With a strong commitment to providing excellent financial and insurance services, Dorothy Lester - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at this institution are ready to assist you every step of the way. Trust Dorothy Lester - Prudential Financial to provide you with personalized solutions tailored to your individual needs and financial situation.

The Ambitious Legacy Firm is a renowned law firm located in Uniondale, New York, United States. With a team of skilled and experienced lawyers, we are dedicated to providing top-notch legal services to our clients. Our firm specializes in a wide range of practice areas, including business law, estate planning, real estate, and more. We are committed to upholding the highest standards of professionalism and integrity, and strive to achieve the best possible outcomes for our clients. Contact us today to learn more about how we can assist you with your legal needs.

The Law Office of Dorian R. Glover is a reputable legal practice located at 626 RXR Plaza in Uniondale, New York. Specializing in various areas of law, including criminal defense, personal injury, and family law, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized service to each and every client. With a track record of success and a commitment to upholding the highest ethical standards, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and learn how we can help with your legal needs.

Ruskin Moscou Faltischek, P.C. is a prestigious law firm located on Glenn Curtiss Boulevard in Uniondale, New York. With a team of highly skilled and experienced lawyers, they provide top-notch legal services to clients in various areas of law. Whether you are in need of corporate law, real estate law, or litigation services, Ruskin Moscou Faltischek, P.C. is dedicated to providing personalized and effective legal solutions. Their commitment to excellence and client satisfaction sets them apart as a leading law firm in the United States.

J.E.M Consultant Group Inc is a leading finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With a team of experienced professionals, J.E.M offers a wide range of financial consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, J.E.M Consultant Group Inc has the expertise to guide you towards financial success. Contact us today to learn more about how we can help you secure your financial future.

ARB Consulting Services is a leading finance institution located at 550 Uniondale Avenue in Uniondale, New York. With a team of experienced professionals, we offer a wide range of financial consulting services to help individuals and businesses achieve their financial goals. From investment planning to risk management, our experts provide personalized solutions tailored to each client's unique needs. Trust ARB Consulting Services to guide you towards a secure financial future.

Edelman Financial Engines is a leading financial institution located at 1130 RXR Plaza in Uniondale, New York, United States. Specializing in finance, they offer a wide range of services to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized advice and guidance to help individuals and businesses make informed decisions about their finances. Whether you are planning for retirement, saving for the future, or looking to grow your wealth, Edelman Financial Engines can help you navigate the complex world of finance with confidence.

Premier Wealth Advisors, LLC is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment strategies, and financial planning to individuals, families, and businesses. At Premier Wealth Advisors, LLC, we strive to provide expert guidance and support to help our clients build and protect their wealth. Contact us today to schedule a consultation and start planning for a brighter financial future.

Empire Wealth Strategies is a leading finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through strategic wealth management and investment planning. We offer a wide range of services including retirement planning, estate planning, investment management, and insurance solutions. At Empire Wealth Strategies, we prioritize building long-term relationships with our clients and providing personalized financial guidance to help them secure their financial future. Contact us today to schedule a consultation and start building your wealth with confidence.

Nexus Financial Strategies is a leading financial institution located at 530 RXR Plaza in Uniondale, New York, United States. Specializing in finance, Nexus Financial Strategies offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced professionals, clients can trust in the expertise and guidance provided by Nexus Financial Strategies to help them achieve their financial goals. Contact them today to learn more about how they can assist with your financial needs.

Chernoff Diamond & Co., LLC is a leading financial institution located at 725 RXR Plaza in Uniondale, New York, United States. Specializing in finance, Chernoff Diamond & Co., LLC offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance services, Chernoff Diamond & Co., LLC is dedicated to helping you achieve your financial goals.

Copley Financial Group, Inc. is a finance institution located at 405 RXR Plaza, Uniondale, New York, United States. Our mission is to provide innovative strategies to help clients achieve financial security in retirement. We are committed to building lifelong relationships with our clients and always act in their best interests. Working with a Financial Planner can potentially increase annual returns by 3.5%, leading to significant wealth accumulation over time. We offer complimentary retirement planning consultations to help clients find a suitable strategy. Investing involves risk, and past performance does not guarantee future results. Trust us to enhance the value of our professional advice and help secure your financial future.

Empire Financial Partners of NY is a leading finance and insurance agency located at 530 RXR Plaza in Uniondale, New York. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or estate planning, our experts are here to offer personalized solutions tailored to your specific needs. Trust Empire Financial Partners of NY to provide you with the guidance and support you need to secure your financial future.

Kamen & Co Group Services is a leading finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With a strong reputation for excellence in financial services, Kamen & Co Group Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or estate planning services, Kamen & Co Group Services has the expertise and resources to assist you every step of the way. Contact them today to learn more about how they can help you secure your financial future.

Wayne Rodriguez & Co. LLC / Finance Plus is a reputable finance institution located at 405 RXR Plaza in Uniondale, New York. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, Wayne Rodriguez & Co. LLC / Finance Plus is dedicated to providing personalized solutions to meet your specific needs. Trustworthy and reliable, this institution is committed to helping clients navigate the complex world of finance with confidence and peace of mind.

Robert Armieri - Ameriprise Financial Services, LLC is a finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure and insights on the current market trends. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Robert Armieri, the advisor, may conduct securities business with residents of certain states. The institution values meeting clients to discuss their financial goals and cannot guarantee future financial results. Privacy and security are a top priority, with resources available on the website for protection against email fraud. Consider referring friends or family members for financial assistance, as Ameriprise Financial Services, LLC is committed to helping individuals achieve their financial goals.

Stacy Vanessa Pierre-Louis, Financial Advisor at Eagle Strategies, is a trusted financial institution located at 333 Earle Ovington Boulevard in Uniondale, New York. Specializing in finance, Stacy Vanessa Pierre-Louis offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, Stacy Vanessa Pierre-Louis, Financial Advisor at Eagle Strategies, is dedicated to providing top-notch financial guidance and support.

Robert Launer - Ameriprise Financial Services, Inc. is a finance institution located at 333 Earle Ovington Boulevard, Uniondale, New York, United States. Each Ameriprise advisor at this institution has their own "Top areas of focus" to help cater to your specific financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation. Whether you are looking for retirement planning, investment strategies, or wealth management, Robert Launer - Ameriprise Financial Services, Inc. can provide the personalized financial guidance you need.

American Express Financial Advisors is a renowned finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. With a strong reputation for providing top-notch financial services and expert advice, American Express Financial Advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the knowledgeable team at American Express Financial Advisors is here to assist you every step of the way. Trust in their expertise and experience to secure a brighter financial future for yourself and your loved ones.