Estate transfer in White Plains, New York

Integrity Business Solutions, Inc. is a reputable institution offering a range of services including income tax preparation and real estate services. Located at 3805 White Plains Road in New York, United States, this institution is known for its professionalism, integrity, and expertise in the fields of accounting, finance, and real estate. Whether you are looking for assistance with your taxes or need help buying or selling a property, Integrity Business Solutions, Inc. is dedicated to providing top-notch service to meet your needs.

Welcome to Estates & Trusts Tax CPA, your trusted partner for expert accounting and financial services in White Plains, New York. Conveniently located at 117 Hillair Circle, we specialize in providing comprehensive tax solutions tailored to the unique needs of estates and trusts. Our dedicated team of experienced Certified Public Accountants is committed to delivering personalized service and strategic advice to help you navigate the complexities of estate planning and trust management. At Estates & Trusts Tax CPA, we understand the importance of preserving your legacy and ensuring financial peace of mind for you and your beneficiaries. We offer a wide range of services, including tax preparation, compliance, and consulting, all designed to optimize your tax situation and safeguard your assets. Our client-centric approach means that we work closely with you to understand your goals and develop customized strategies that align with your financial objectives.

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 50 Main Street, White Plains, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be given. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They appreciate the opportunity to help friends or family members achieve their financial goals and offer a referral program. Privacy and security are a top priority, with information available on their website.

Hudson River Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 709 Westchester Avenue in White Plains, New York. Specializing in wealth management, our experienced team of financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert advice, Hudson River Wealth Management offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Trust in our team to provide you with the guidance and support needed to navigate the complexities of the financial world. Visit us today to learn more about how we can help you achieve financial success.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

At Merrill Lynch Financial Advisor Paul J McKirgan, located at 360 Hamilton Avenue in White Plains, New York, United States, we believe that relationships are at the heart of everything we do. With over 100 years of combined wealth advisory experience, our team at The BME Group is dedicated to helping clients build the financial life they've imagined. We offer personalized financial strategies, retirement planning, estate planning services, wealth transfer, and business transition assistance. Our tailored investment approach, combined with cutting-edge technology, enables us to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. We understand that no two people are alike, which is why we take the time to get to know you, your priorities, goals, risk tolerance, and more, in order to help you identify and address financial challenges and opportunities. Our Investment Personality Assessment helps us understand your investing preferences so that we can customize a financial approach that aligns with your goals. We believe in regular check-ins to ensure that your financial approach reflects any changes in your life or goals.

Andrew Buscetto is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 50 Main Street in White Plains, New York. With a commitment to helping clients achieve their financial goals, Andrew provides personalized financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Andrew Buscetto is dedicated to providing expert guidance and support every step of the way. Contact him today to schedule a consultation and start building a secure financial future.

Robert E Berard - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located in White Plains, New York. As a private wealth advisor, Robert E Berard provides personalized financial planning and investment strategies to help clients achieve their long-term financial goals. With a focus on building and preserving wealth, the team at Ameriprise Financial Services, LLC offers expert guidance and tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your children's education, or navigating a major life transition, Robert E Berard and his team are dedicated to helping you secure your financial future. Visit their office at 2 Westchester Park Drive to learn more about their comprehensive financial services.

Evan Rogers Law, P.C. is a results-oriented law firm located at 4419 White Plains Road in New York, United States. Specializing in Probate and Administration cases in the Bronx, Manhattan, Queens, Brooklyn, Westchester, and Rockland Counties, Evan Rogers has over forty years of experience helping individuals around the world with their legal needs. Whether you are dealing with a Last Will and Testament, cooperative or condominium apartment purchases, or landlord-tenant disputes, Evan Rogers Law, P.C. is here to provide expert legal guidance. With a focus on helping clients navigate the complexities of the legal system, Evan Rogers Law, P.C. is dedicated to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.

Daniel Grijalva is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a focus on providing expert financial services to individuals and businesses, Daniel Grijalva is known for their professionalism and commitment to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the team at Daniel Grijalva is dedicated to providing personalized solutions tailored to your specific needs. Trust in Daniel Grijalva for all your financial needs in the Tarrytown area.

Onyx Bridge Wealth Group is a prestigious finance institution located at 120 White Plains Road in Tarrytown, New York. Our team of expert financial advisors and wealth managers are dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on personalized service and tailored investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Onyx Bridge Wealth Group to guide you towards financial success.

Creative Tax Solutions Network is a leading institution located at 4653 White Plains Road in New York, United States. Specializing in tax services, our team of experts is dedicated to providing innovative and personalized solutions to help individuals and businesses navigate the complexities of the tax system. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and maximize their tax savings. Trust Creative Tax Solutions Network to provide you with the expertise and support you need to succeed in today's ever-changing tax environment.

Ely J. Rosenzveig & Associates, P.C. is a reputable institution located at 570 Taxter Road, Elmsford, New York, United States. Specializing in accounting, finance, and legal services, the firm focuses on elder care law, trust and estate planning, tax counsel, asset protection, special needs planning, and more. They also offer services in tax advocacy, employment law, and mediation for familial and business disputes. The firm is dedicated to providing zealous advocacy for their clients in a trustworthy, competent, and professional manner. The experienced attorneys at Ely J. Rosenzveig & Associates, P.C. help clients in White Plains, New York, and Westchester County with securing quality care and provisions for loved ones, navigating the probate process, managing financial affairs, honoring health care wishes, and more. Clients praise the firm for their expert knowledge, compassionate approach, and efficient handling of legal matters.

Mahandra Persaud PC is a renowned law firm located at 4200 White Plains Road in New York, United States. Specializing in various legal services, Mahandra Persaud PC is dedicated to providing top-notch legal representation to clients in need. With a team of experienced and skilled lawyers, this institution offers expert advice and guidance in a wide range of legal matters. Whether you are facing a personal injury case, need assistance with real estate transactions, or require help with estate planning, Mahandra Persaud PC is committed to delivering exceptional legal services tailored to meet your specific needs. Trustworthy, reliable, and professional, Mahandra Persaud PC is the go-to law firm for all your legal needs.

Goldman Gruder & Woods LLC is a prestigious law firm located at 120 White Plains Road in Tarrytown, New York. Specializing in a wide range of legal services, the firm is known for its expertise in various areas of law including corporate law, real estate law, and estate planning. With a team of experienced attorneys dedicated to providing top-notch legal representation, Goldman Gruder & Woods LLC is committed to delivering personalized solutions tailored to meet the needs of each client. Whether you are seeking legal advice for business matters or personal issues, you can trust in the professionalism and integrity of Goldman Gruder & Woods LLC.

The Law Office of Michael Camporeale, P.C. is a dedicated firm with extensive legal experience specializing in elder law, estate planning, Medicaid planning, asset protection, and more. Located at 3867 East Tremont Avenue in New York, United States, the firm is committed to empowering seniors with knowledge, compassion, and peace of mind. The team at The Law Office of Michael Camporeale, P.C. is well-versed in navigating the complexities of Medicaid laws and ensuring asset safety for their clients. They offer a range of services including wills, power of attorney, living trusts, estate planning, personal injury, and more.

The Law Office of Michael Camporeale, located at 1688 Victory Boulevard in New York, is a trusted institution specializing in elder law, estate planning, Medicaid planning, asset protection, and more. With a focus on empowering seniors with knowledge, compassion, and peace of mind, the firm offers services such as wills, power of attorney, living trusts, and health care proxies. The experienced team at the Law Office of Michael Camporeale is dedicated to educating clients on estate and Medicaid planning, ensuring that assets are properly protected and preserved. With offices throughout New York City, including Staten Island, Brooklyn, and White Plains, the firm is committed to providing the finest legal representation available. Whether you need assistance with guardianships, probate, estate litigation, or special needs planning, the attorneys at Michael Camporeale are here to help. Contact them today for a free consultation at (718) 475-9639.

Peirce & Salvato PLLC is a prominent law firm located at 8 Cottage Place in White Plains, New York. Our team of experienced attorneys specializes in a wide range of legal services, including personal injury, medical malpractice, real estate, and estate planning. We are dedicated to providing our clients with personalized and effective representation to help them navigate through their legal challenges. With a commitment to excellence and a track record of success, Peirce & Salvato PLLC is a trusted choice for individuals and businesses seeking high-quality legal services in the White Plains area.

J.M. Franklin & Company, LLC is a finance institution located at 660 White Plains Road in Tarrytown, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, financial planning, or assistance with managing your assets, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

TFG Accounting and Tax, located at 120 White Plains Road in Tarrytown, New York, has been providing comprehensive accounting, audit, tax, and business consulting services since 1996. As part of The Fuoco Group, they offer a range of financial advisory services through their TFG Related Entities, including TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors. Their team of Certified Public Accountants understands the unique financial needs of individuals, families, entrepreneurs, and business owners, offering innovative solutions to help them achieve their goals. From tax-saving strategies to comprehensive financial management, TFG Accounting and Tax provides customized options for growth and legacy building.

Orix Financial is a leading finance institution located at 520 White Plains Road in Tarrytown, New York, United States. Specializing in a wide range of financial services, Orix Financial offers expert advice and tailored solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to customer satisfaction, Orix Financial is trusted by clients for its reliable and efficient financial services. Visit Orix Financial today to explore your financial options and secure your financial future.

The Magis Group, Inc. is a finance institution located at 660 White Plains Road in Tarrytown, New York, United States. Specializing in providing comprehensive financial services, The Magis Group, Inc. offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they are dedicated to delivering top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment advice, retirement planning, or wealth management services, The Magis Group, Inc. is committed to helping you make the most of your financial resources.

Berkowitz Wealth Management is a premier financial institution located at 220 White Plains Road in Tarrytown, New York, United States. With a team of experienced and dedicated financial advisors, Berkowitz Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Berkowitz Wealth Management provides tailored solutions to meet your unique needs. Trust Berkowitz Wealth Management to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Camille Forde is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Camille Forde focuses on managing your wealth by creating personalized strategies that adapt to changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, Camille Forde helps clients pursue their financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Camille Forde believes in building strong relationships with clients by understanding their goals, priorities, and life changes. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on the client's aspirations and focused on achieving what matters most to them.

Steven Solomon - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized and tailored solutions to help them achieve their financial goals. The team at Steven Solomon - UBS Financial Services Inc. is dedicated to providing exceptional customer service and guidance to ensure the success of their clients' financial portfolios.

MM Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a reputation for excellence and expertise in wealth management, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the dedicated team at MM Wealth Management - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs. Trust in their experience and knowledge to help you secure your financial future.

Christopher Pesce - UBS Financial Services Inc. is a leading finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services to clients, Christopher Pesce - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Christopher Pesce - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice to meet your needs.

Lynch Financial Advisor Loren F. Ward is located at 360 Hamilton Avenue, White Plains, New York, United States. The Werbitt Cicale Ward Group is a team of experienced financial advisors who specialize in servicing wealthy individuals, businesses, and families. They offer a personalized, goal-driven approach to financial planning that is tailored to each client's risk profile and aspirations. The team believes in simplifying the complexities of wealth management through education and communication, ensuring that clients' goals and values are preserved for generations to come. With a broad range of financial experience spanning many market cycles, the team at Merrill Lynch Financial Advisor Loren F. Ward is dedicated to providing clients with a balanced financial planning approach. They believe in carefully managing wealth to help clients achieve outcomes that are personally meaningful to them.

Merrill Lynch Financial Advisor Laura A Jimenez is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The BME Group, where Laura A Jimenez is a Senior Wealth Management Client Associate, believes in the power of relationships and personalized service. With over 100 years of combined wealth advisory experience, the team at The BME Group specializes in retirement planning, estate planning, wealth transfer, and business transition services. They use cutting-edge technology and tailored investment strategies to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. The team at The BME Group understands that no two clients are alike, which is why they prioritize getting to know each individual, their goals, risk tolerance, and priorities. They offer personalized financial strategies based on each client's unique needs and preferences. Through conversations and the Investment Personality Assessment, they aim to customize financial approaches to help clients pursue their most meaningful goals.

Merrill Lynch Financial Advisor Daniel Goldsmith is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Daniel Goldsmith can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Daniel Goldsmith believes in building strong relationships with clients by participating in community service and volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. By understanding your investment personality, Daniel Goldsmith can customize a financial approach to help you pursue what matters most to you. With a commitment to ongoing communication and adjustments to your financial approach as needed, Daniel Goldsmith is dedicated to helping you achieve your financial goals and navigate life's changes. Contact Daniel Goldsmith for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and priorities.