TOP 30 Estate tax planning in Woodbury, New York

32 results found

Summit Tax Advisors is a leading accounting and finance institution located at 137 Woodbury Road in Woodbury, New York, United States. With a team of expert advisors, they provide comprehensive tax planning and financial services to individuals and businesses. Whether you need help with tax preparation, estate planning, or investment strategies, Summit Tax Advisors offers personalized solutions to help you achieve your financial goals. Trust in their expertise and experience to navigate the complexities of the tax system and optimize your financial situation.

The Real Estate Training Center is a leading school located at 812 Woodbury Road in Woodbury, New York, United States. Our institution offers comprehensive training and education programs for individuals looking to pursue a career in the real estate industry. With a team of experienced instructors and state-of-the-art facilities, we provide hands-on learning experiences and practical skills development to help students succeed in the competitive real estate market. Whether you are a beginner looking to start your career or a seasoned professional seeking to advance your skills, the Real Estate Training Center is the perfect place to achieve your goals. Join us and unlock your full potential in the exciting world of real estate.

Kingsview Partners Woodbury Office is a finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. Our team of financial experts is dedicated to providing top-notch financial services and solutions to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a focus on personalized service and a commitment to excellence, Kingsview Partners Woodbury Office is your trusted partner in finance.

Attitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process. We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.

Marion Loiola CPA is a reputable accounting and finance institution located at 6 Van Buren Court in Woodbury, New York, United States. With a team of experienced certified public accountants, Marion Loiola CPA offers a wide range of professional services to individuals and businesses, including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your accounting and financial needs.

Stefans Law Group PC is a reputable law firm located at 137 Woodbury Road in Woodbury, New York. Specializing in various areas of law, the experienced team at Stefans Law Group PC provides top-notch legal services to clients in need of professional representation. With a commitment to excellence and a track record of success, Stefans Law Group PC is dedicated to serving the legal needs of individuals and businesses in the United States. Contact them today for expert legal advice and representation.

C. Haner Law, PLLC is a reputable law firm located at 7600 Jericho Turnpike in Woodbury, New York. Specializing in various areas of law, their team of experienced attorneys provide top-notch legal services to clients in need of professional representation. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, C. Haner Law, PLLC is a trusted choice for those seeking expert legal guidance. Contact them today for all your legal needs.

Addabbo & Greenberg Law is a reputable law firm located in Woodbury, New York, United States. Specializing in various areas of law, including criminal defense, personal injury, and family law, our experienced team of lawyers is dedicated to providing top-notch legal representation and personalized service to each and every client. Conveniently situated at 100 Crossways Drive West, our firm is committed to helping individuals navigate the complexities of the legal system and achieve the best possible outcome for their case. Trust Addabbo & Greenberg Law to advocate for your rights and protect your interests.

Stone Studin Young & Nigro Law Group, LLP is a prestigious law firm located at 100 Crossways Park Drive West in Woodbury, New York, United States. With a team of experienced attorneys, they specialize in a wide range of legal services including corporate law, real estate law, estate planning, and litigation. Their dedication to providing top-notch legal representation has earned them a reputation for excellence in the legal community. Whether you are a business owner, individual, or family in need of legal assistance, Stone Studin Young & Nigro Law Group, LLP is committed to helping you navigate the complexities of the legal system with professionalism and expertise.

The Law Office of Gail S. Lauzon is a reputable legal practice located at 170 Froehlich Farm Boulevard in Woodbury, New York. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Attorney Gail S. Lauzon provides expert legal advice and representation to her clients. With a strong commitment to professionalism and client satisfaction, the Law Office of Gail S. Lauzon is dedicated to helping individuals navigate the complexities of the legal system with compassion and expertise. Contact us today to schedule a consultation and discuss your legal needs.

The Law Office of Jared Beschel is a reputable legal institution located at 100 Crossways Park Drive West in Woodbury, New York. With a focus on providing top-notch legal services, Jared Beschel and his team are dedicated to helping clients navigate through various legal matters with expertise and professionalism. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, the Law Office of Jared Beschel is committed to delivering personalized and effective solutions to meet your legal needs. Contact us today to schedule a consultation and learn more about how we can assist you.

Sondhi Law Practice is a reputable law firm located at 10 Dalor Court in Woodbury, New York. Our team of experienced lawyers is dedicated to providing high-quality legal services to clients in the United States. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our skilled attorneys are here to help. Contact us today to schedule a consultation and learn more about how Sondhi Law Practice can assist you with your legal needs.

Applied Financial Group is a leading financial institution located in Woodbury, New York. Specializing in finance, our team of experts provides comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to deliver the highest level of expertise and professionalism to our clients. Whether you need assistance with investments, retirement planning, or estate planning, Applied Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 250 Crossways Park Drive to learn more about how we can help you secure your financial future.

Premier Consulting Partners is a finance institution located at 1000 Woodbury Road, Woodbury, New York, United States. Our mission is to establish long-term relationships with every client to recognize their unique needs and develop customized financial blueprints accordingly. We offer a wide range of products and services for both individuals and corporations, including retirement plans, estate planning, and risk management strategies. Our team collaborates closely with clients to monitor, analyze, and adjust portfolios to align with financial goals. We are passionate about staying up-to-date with new technology, laws, and market trends to provide the best possible service to our clients. Premier Consulting Partners is not affiliated with Equitable Advisors or Equitable Network, but we do offer securities through Equitable Advisors, LLC. Contact us for more information on how we can help you secure your financial future.

Family Wealth & Pension Management is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York. Our dedicated team of experts is committed to helping families manage their wealth and pensions effectively. We offer personalized financial planning services to help our clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your family's future, we are here to provide you with the guidance and support you need. Visit us today to see how we can help you secure a prosperous financial future for you and your loved ones.

Roger Gaeckler - Raymond James is a finance institution located at 135 Crossways Park Drive in Woodbury, New York, United States. With a focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a range of services to meet your needs. Trust us to provide professional guidance and support as you navigate the complex world of finance. Visit us today to learn more about how we can help you secure your financial future.

National Financial Fitness is a leading finance and insurance agency located at 22 Chestnut Lane in Woodbury, New York, United States. Our institution is dedicated to helping individuals and families achieve financial wellness and security. With a team of experienced professionals, we offer a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Our goal is to empower our clients to make informed decisions and achieve their financial goals. Visit us today to start your journey towards financial fitness.

Equitable Advisors is a finance and insurance agency located at 1000 Woodbury Road in Woodbury, New York. Our team of experienced advisors is dedicated to providing personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Equitable Advisors is here to help. Contact us today to schedule a consultation and start building a solid financial plan that works for you.

Aaron Skeffrey Financial Professional is a reputable finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. With years of experience in the financial industry, Aaron Skeffrey offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Aaron Skeffrey Financial Professional is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and professionalism to guide you towards a secure financial future.

U.S. Wealth Group is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York. With a focus on helping individuals and families achieve their financial goals, U.S. Wealth Group offers a wide range of financial services including investment planning, retirement planning, estate planning, and insurance solutions. Their team of experienced financial advisors are dedicated to providing personalized strategies to help clients build and protect their wealth. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, U.S. Wealth Group is committed to helping you navigate the complexities of the financial world and reach your financial objectives.

Stefans Associates is a reputable finance institution located at 137 Woodbury Road in Woodbury, New York, United States. With a strong focus on providing expert financial services and solutions, Stefans Associates is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized guidance and support to ensure clients make informed decisions regarding their finances. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Stefans Associates is committed to delivering top-notch service and expertise.

Geneva Wealth Management Ltd. is a leading finance institution located at 72 Eagle Chase in Woodbury, New York, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support. Trust Geneva Wealth Management Ltd. to help you secure a prosperous financial future.

Vanderbilt Securities is a reputable finance institution located at 125 Froehlich Farm Boulevard in Woodbury, New York, United States. With a focus on providing top-notch financial services, Vanderbilt Securities offers a wide range of investment opportunities and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Vanderbilt Securities prides itself on delivering personalized and tailored financial advice to its clients. Whether you are looking to invest, plan for retirement, or grow your wealth, Vanderbilt Securities is dedicated to helping you navigate the complex world of finance with confidence and success.

Gregory Mosick, CFP is a finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. Specializing in financial planning and wealth management, Gregory Mosick, CFP offers expert advice and personalized strategies to help clients achieve their financial goals. With a Certified Financial Planner designation, Gregory Mosick is dedicated to providing top-notch service and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Gregory Mosick, CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

KVLSM LLP is a leading accounting and finance institution located at 415 Crossways Park Drive in Woodbury, New York, United States. Our team of experts offers a wide range of services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and professionalism, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Prager Metis CPAs is a renowned accounting and finance institution located at 100 Sunnyside Boulevard Extension in Woodbury, New York, United States. At Prager Metis, we go beyond just number crunching and reports, offering a range of advisory services to enhance your future. Our audit and accounting professionals provide financial protection and potential, while our business management experts set industry standards with proactive strategies. With over 100 partners and principals and more than 600 team members, Prager Metis is a top international firm with offices worldwide. We believe in taking the time to understand our clients' specific needs and offer expert advice to protect and grow the value of their assets. Whether you're facing tax challenges, disputes with tax authorities, or looking to sell real estate property, Prager Metis has the expertise to guide you through. Join our team-oriented environment and be a part of our commitment to excellence and innovation for the next hundred years.

Daiva Silbajoris, EA is a reputable accounting and finance institution located in Woodbury, New York, United States. With a focus on providing expert financial services, including tax preparation and planning, bookkeeping, and financial consulting, Daiva Silbajoris, EA is dedicated to helping individuals and businesses navigate the complexities of financial management. The institution is known for its professionalism, accuracy, and personalized approach to each client's unique financial needs. Visit us at 185 Froehlich Farm Boulevard to learn more about how we can assist you with your financial goals.

Getzel Schiff & Pesce LLP is a reputable accounting and finance institution located at 100 Crossways Park Drive West in Woodbury, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax planning, auditing, financial consulting, and more. Their dedication to providing top-notch financial solutions to their clients has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, Getzel Schiff & Pesce LLP is the institution to trust.

Zapken & Loeb L.L.P. is a reputable accounting and finance institution located in Woodbury, New York, United States. With their office situated at 3 Crossways Park Drive West, Zapken & Loeb L.L.P. offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, Zapken & Loeb L.L.P. is here to help. Trustworthy, reliable, and committed to client satisfaction, Zapken & Loeb L.L.P. is the go-to institution for all your accounting and finance needs.

Chad Michael A CPA is a reputable accounting and finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. With years of experience and expertise in the field, Chad Michael A CPA offers a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their team of professionals is dedicated to providing personalized and high-quality solutions to meet the unique needs of their clients. Whether you are looking for assistance with your personal finances or seeking guidance for your business, Chad Michael A CPA is committed to helping you achieve your financial goals.