Estate transfer in Rhinebeck, New York

Alissa Provanzana, Vice President at Rhinebeck Asset Management, and Financial Advisor at Osaic Institutions, Inc., is a leading financial institution located at 2134 New York 208 in Montgomery, New York, United States. With a focus on providing expert financial advice and guidance, Alissa and her team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Alissa Provanzana and her team are here to provide personalized solutions tailored to your individual needs. Visit us today and take the first step towards financial success.

Ettinger Law Firm specializes in elder law and estate planning services. Located at 6369 Mill Street in Rhinebeck, New York, the firm offers expert legal guidance and support for individuals and families navigating the complexities of estate planning, asset protection, long-term care planning, and more. With a focus on providing personalized and compassionate representation, Ettinger Law Firm is dedicated to helping clients secure their futures and protect their loved ones. Contact them today for experienced legal advice tailored to your unique needs.

Rhinebeck Wealth Advisors is a woman-owned financial advisory practice with over 80 years of collective industry experience, located in Red Hook, New York, United States. We offer a sophisticated, personalized, multi-generational wealth management experience for individuals, families, and institutions. With locations in Rhinebeck, Hudson Valley, The Berkshires, and Great Barrington, our team collaborates to provide the highest standards of advice, action, and professional guidance. We believe in learning from the past, setting detailed goals for the future, and living in the present moment. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, while investment advisory services are provided through Raymond James Financial Services Advisors, Inc. Rhinebeck Wealth Advisors is independent of Raymond James Financial Services and is not a registered broker/dealer.

Devin McGill, Rhinebeck Asset Management is a leading financial advisor at Osaic Institutions, Inc. located at 7350 South Broadway in Red Hook, New York, United States. Specializing in finance, Devin McGill provides expert advice and guidance to help clients achieve their financial goals. With a strong track record of success, Devin McGill is a trusted partner for individuals and institutions seeking to maximize their financial potential.

CJ Tomaskovic, Rhinebeck Asset Management is a reputable finance institution located at 1898 South Road in Poughkeepsie, New York, United States. With a focus on providing personalized financial services and investment management, the institution prides itself on delivering tailored solutions to meet the individual needs and goals of their clients. The team at CJ Tomaskovic, Rhinebeck Asset Management is dedicated to helping clients navigate the complex world of finance, offering expert advice and guidance every step of the way. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, CJ Tomaskovic, Rhinebeck Asset Management is committed to helping you achieve financial success.

Dowden Agency, Inc is a reputable insurance agency located at 6635 U.S. 9 in Rhinebeck, New York. With a long history of providing reliable and personalized insurance solutions to individuals and businesses in the area, Dowden Agency, Inc is known for their exceptional customer service and attention to detail. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to finding the right coverage for your needs. Visit Dowden Agency, Inc today and experience the peace of mind that comes with having the right insurance protection.

Michel P Haggerty Law Offices, located at 37 West Market Street in Rhinebeck, New York, offers expert legal services in estate planning. With over 30 years of experience, Karen Tobias, an estate planning attorney, provides compassionate counsel and outstanding legal services in the areas of Elder Law, Trusts, Medicaid Planning, Asset Preservation, and more. Formerly under the leadership of Michel P. Haggerty, the founding attorney, Karen now continues the tradition of excellence in legal services. With home visits available as needed, Karen Tobias ensures that clients receive personalized attention and thorough estate planning solutions. By establishing an estate plan with Karen Tobias, clients can protect and preserve their wealth, ensuring that their wishes are carried out for themselves and their loved ones. Schedule an appointment for an initial consultation to discuss your options for a comprehensive estate plan that will provide peace of mind for the future.

RiverStone Private Wealth Advisors, Inc. is a finance institution located at 108 Montgomery Street in the charming town of Rhinebeck, New York, United States. With a focus on providing personalized financial planning and wealth management services, RiverStone Private Wealth Advisors, Inc. is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers tailored solutions to meet the unique needs of each client, ensuring a comprehensive and strategic approach to managing wealth. Whether you are planning for retirement, saving for education, or investing for the future, RiverStone Private Wealth Advisors, Inc. is committed to providing expert guidance and exceptional service.

Kerry Phelan - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 30 East Market Street in Rhinebeck, New York, offers a range of financial services and expertise to individuals and businesses. Kerry Phelan 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Kerry Phelan's commitment to providing comprehensive and specialized financial planning services tailored to the unique needs of each client. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Kerry Phelan is dedicated to helping you achieve your financial goals with integrity and expertise.

Pedrosa Wealth Management is a premier finance institution located at 187 East Market Street in Rhinebeck, New York, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach, we provide comprehensive financial planning, investment management, and retirement planning services tailored to meet the unique needs of each client. Trust Pedrosa Wealth Management to guide you towards financial success and peace of mind.