The 30 Best Estates planning expert in Latham, New York

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The Manfred Real Estate Learning Center is the premier destination for real estate courses in New York. With over 35 years of experience, we are the trusted authority in the industry. Our comprehensive programs cover essential aspects of the real estate industry, including property valuation, sales and marketing strategies, legal frameworks, financing, and more. Our expert instructors are actively licensed in today's real estate market, ensuring you receive the most up-to-date information. Whether you are a budding salesperson, broker, appraiser, home inspector, mortgage loan originator, or assessor, we have the right educational resources to empower you. Our live webinars provide interactive and informative sessions on a variety of topics, helping you sharpen your skills and stay ahead in the real estate landscape.

Welcome to Twomey, Latham, Shea, Kelley, Dubin & Quartararo LLP, a premier legal practice located in the heart of Southold, New York. With a steadfast commitment to providing exceptional legal services, our esteemed team of attorneys brings decades of experience and a wealth of knowledge to each and every client. Situated at 56340 Main Road, our firm is deeply rooted in the community, dedicated to addressing the diverse legal needs of individuals, families, and businesses throughout the region. At Twomey, Latham, Shea, Kelley, Dubin & Quartararo LLP, we pride ourselves on our personalized approach, ensuring that each client receives the attention and dedication they deserve. Our areas of expertise encompass a broad spectrum of legal services, including real estate law, estate planning, family law, business law, and litigation. We understand the complexities of the legal landscape and are committed to guiding our clients through every step of the legal process with clarity and precision.

Welcome to Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP, your trusted legal partner in Southampton, New York. Conveniently located at 200 North Sea Road, our esteemed law firm has proudly served the community with dedication and integrity for many years. Our team of highly skilled attorneys is committed to providing expert legal counsel across a wide range of practice areas, including real estate, estate planning, business law, litigation, and more. We understand the unique needs of our clients and strive to deliver personalized solutions that achieve the best possible outcomes. At Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP, we prioritize building lasting relationships based on trust and transparency. Whether you are seeking advice for personal matters or complex business issues, our knowledgeable and compassionate team is here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Empire Financial Advisors, Inc. is a reputable finance institution located at 3 Lear Jet Lane in Latham, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized, comprehensive financial planning and investment strategies to help clients achieve their financial goals. With a commitment to transparency, integrity, and client satisfaction, Empire Financial Advisors, Inc. is a trusted partner in navigating the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor John M Daniels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. As a Certified Financial Planner (CFP®) professional, John is dedicated to protecting family wealth through a tailored wealth management process. His team specializes in Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. John holds the CIMA® and CPFA® designations to ensure he is up to date on best practices. He is actively involved in the community and aims to be a trusted source of financial guidance for his clients. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management prioritizes understanding clients' aspirations and changing priorities to develop customized financial approaches. They provide insights and resources through tools like the Investment Personality Assessment to refine investing preferences. The institution's mission is to help clients pursue their financial objectives by managing, growing, and preserving their wealth, while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to address their financial needs. The institution aims to keep clients on track towards their goals by regularly reviewing progress and making adjustments to financial approaches. John Daniels is registered to do business in several states and holds certifications from CFP Board and the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and advisors do not provide legal, tax, or accounting advice.

Christopher L. Crocker, CES - Wealth Manager & Financial Planner is a leading finance institution located at 43 British American Boulevard in Latham, New York. With a focus on providing expert financial planning and wealth management services, Christopher L. Crocker and his team are dedicated to helping individuals and families achieve their financial goals. With years of experience and a commitment to personalized service, clients can trust in the expertise and professionalism of Christopher L. Crocker, CES - Wealth Manager & Financial Planner.

North Country Financial Group is a leading finance institution located at 2 Northway Lane in Latham, New York. With a strong reputation for providing personalized financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, North Country Financial Group is committed to providing top-notch service and expertise. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Chris Welfley, located at 26 Century Hill Drive in Latham, New York, offers personalized wealth management strategies tailored to your individual goals and priorities. With a focus on exemplary client service, Chris Welfley is dedicated to helping you navigate today's changing market conditions and achieve your financial aspirations. By participating in the communities they serve, Merrill Lynch upholds a tradition of giving back and connecting with local organizations. Through the Merrill Personal Wealth Analysis™, you can work with Chris Welfley to create a personalized plan centered on your unique goals. By utilizing the Investment Personality Assessment, Chris can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris Welfley can help you manage, grow, and preserve your wealth for the future. By regularly reviewing and adjusting your financial approach, Chris is committed to helping you stay on track to achieve your goals. Let Merrill Lynch Financial Advisor Chris Welfley assist you in designing a personalized plan to turn your financial aspirations into reality.

Merrill Lynch Financial Advisor Michael Chrys is a reputable financial institution located at 26 Century Hill Drive in Latham, New York, United States. As a finance institution, Merrill Lynch offers expert financial advice and guidance to help individuals and businesses achieve their financial goals. Michael Chrys, a seasoned financial advisor with a wealth of experience, provides personalized financial planning services tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Michael Chrys is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Vic Bernstein, AAMS™ is a reputable financial institution located at 622 Loudon Road in Latham, New York, United States. Vic Bernstein, an Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Vic Bernstein, AAMS™ is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Brandon Siebert - TIAA Wealth Management Advisor is a finance institution located at 30 Century Hill Drive in Latham, New York, United States. As a trusted advisor, Brandon Siebert provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Brandon Siebert offers expert guidance and support to individuals and families looking to build and protect their wealth. Whether you are planning for retirement, saving for education, or growing your assets, Brandon Siebert is dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure future.

Tracy Rashford - TIAA Wealth Management Advisor is a renowned financial institution located at 30 Century Hill Drive in Latham, New York, United States. As a trusted advisor, Tracy Rashford offers personalized wealth management services to help clients achieve their financial goals. With a strong focus on financial planning and investment strategies, Tracy Rashford provides expert guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Tracy Rashford is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Michael Spiros Lanides, located at 26 Century Hill Drive, Latham, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be matched with advisors best suited to their needs. The institution focuses on understanding each client's unique financial situation and goals to create personalized wealth management strategies. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients can develop flexible strategies to navigate changing market conditions. The team aims to help clients pursue their financial goals while managing investment risk effectively.

Robert Hahn - TIAA Wealth Management Advisor is a trusted financial institution located at 30 Century Hill Drive in Latham, New York, United States. As a Wealth Management Advisor, Robert Hahn provides expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized wealth management strategies, Robert Hahn is dedicated to helping clients make informed decisions and build a solid financial foundation. Whether you are planning for retirement, investing for the future, or seeking financial guidance, Robert Hahn - TIAA Wealth Management Advisor is here to help you navigate the complexities of the financial world and achieve financial success.

André Turman - Morgan Stanley Financial Advisor is a reputable finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As a trusted financial advisor, André Turman provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, André Turman is dedicated to providing top-notch financial advice and investment strategies. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, André Turman - Morgan Stanley Financial Advisor is here to help you navigate the complexities of the financial world.

The Fazio / Schmitz / Sheehan Group at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York. With a focus on providing exceptional financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our experienced professionals are here to assist you every step of the way. Trust in the Fazio / Schmitz / Sheehan Group at Morgan Stanley for all your financial needs.

Brown & Fitzgerald PC is a reputable accounting and finance institution located at 224 Old Loudon Road in Latham, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Brown & Fitzgerald PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

Marvin and Company, P.C., CPAs is a leading accounting and finance institution located at 11 British American Boulevard in Latham, New York, United States. With a team of experienced certified public accountants, they provide a wide range of professional services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart as a trusted partner for all financial needs. Visit Marvin and Company, P.C., CPAs for expert guidance and support in achieving your financial goals.

Luibrand Law Firm, PLLC is a trusted legal institution located at 950 Loudon Road in Latham, New York. Specializing in various areas of law, their team of experienced lawyers provide expert advice and representation to clients in need. With a commitment to excellence and personalized service, Luibrand Law Firm, PLLC is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, their skilled attorneys are here to assist you every step of the way. Contact Luibrand Law Firm, PLLC today for reliable legal counsel you can count on.

Wilk Legal PLLC is a law firm located at 22 Century Hill Drive in Latham, New York. Our experienced attorneys specialize in a wide range of legal services, including estate planning, real estate law, business law, and more. We are dedicated to providing personalized and effective legal solutions for our clients, ensuring their rights and interests are protected. Contact us today for professional and reliable legal representation.

Pierro, Connor & Strauss, LLC is a trusted institution located at 43 British American Boulevard in Latham, New York. Specializing in accounting, finance, and legal services, our team of experienced attorneys, paralegals, and staff are dedicated to providing personalized counsel for families, individuals, and businesses. From estate and trust planning to elder law, business planning, and tax planning, we are here to guide you through life's challenges with professionalism and compassion. With over 40 years of experience, our firm has successfully met the legal needs of clients across New York, New Jersey, Massachusetts, Connecticut, and Florida. Our flagship locations in Manhattan and the Capital Region allow us to serve a wide range of clients with sophisticated estate and trust planning, estate administration, special needs planning, and long-term care planning.

Monthie Law Firm is a well-respected legal institution located at 623 Loudon Road in Latham, New York. Our team of experienced attorneys is dedicated to providing high-quality legal services to clients throughout the United States. With a focus on personal injury, criminal defense, family law, and estate planning, Monthie Law Firm is committed to achieving the best possible outcomes for our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our team is here to help. Contact us today to schedule a consultation and see how Monthie Law Firm can assist you with your legal needs.

Barbaruolo Law Firm is a reputable legal institution located at 12 Cornell Road in Latham, New York. Specializing in various areas of law, their team of experienced lawyers provide exceptional legal services to clients in the United States. With a commitment to professionalism, integrity, and personalized attention, Barbaruolo Law Firm is dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or guidance, you can trust the experts at Barbaruolo Law Firm to handle your case with skill and expertise.

Mann Law Firm is a reputable legal institution located at 426 Troy-Schenectady Road in Latham, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Mann Law Firm is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted legal resource in the United States. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Rowlands, LeBrou & Griesmer, PLLC is a reputable law firm located at 11 British American Boulevard in Latham, New York. Specializing in various areas of law, including personal injury, family law, estate planning, and more, the experienced team at this institution is dedicated to providing high-quality legal services to their clients. With a commitment to excellence and a strong track record of success, Rowlands, LeBrou & Griesmer, PLLC is a trusted choice for individuals seeking professional and knowledgeable legal representation in the United States.

New York Life Insurance is a reputable finance and insurance agency located at 26 Century Hill Drive in Latham, New York. With a strong presence in the United States, this institution offers a wide range of insurance products and financial services to meet the diverse needs of its clients. Known for its reliability and customer-centric approach, New York Life Insurance is committed to providing quality coverage and personalized solutions to help individuals and families protect their assets and achieve their financial goals. Whether you are looking for life insurance, retirement planning, or investment options, you can trust New York Life Insurance to provide expert guidance and support every step of the way.

Mutual of Omaha Advisors - Upstate New York is an insurance agency located at 40 British American Boulevard in Latham, New York. As part of the renowned Mutual of Omaha family, our team of advisors is dedicated to helping clients in Upstate New York with their insurance needs. Whether you are looking for life insurance, retirement planning, or investment options, our experienced professionals are here to provide personalized guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Wealth Strategies Group is a leading insurance agency located in Latham, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for life, health, or property insurance, we are here to help you protect what matters most. With a focus on personalized service and attention to detail, we strive to build long-lasting relationships with our clients and ensure their financial security. Contact us today to learn more about how Wealth Strategies Group can help you achieve your insurance goals.

Sciocchetti Taber, PLLC is a law firm located at 800 Troy-Schenectady Road in Latham, New York, United States. The firm provides legal services and advice for a variety of issues. Please note that the information provided on their website is for informational purposes only and should not be considered as legal advice. It is important to establish an attorney-client relationship before sharing any confidential information. The firm does not guarantee the accuracy or completeness of the information on their website and disclaims any liability for errors or omissions. Communication through their website or internet email is not secure or confidential. Links to other websites on their site are not endorsed or guaranteed by Sciocchetti Taber, PLLC.

Kerr deVoe PC is a reputable law firm located at 12 Cornell Road in Latham, New York. Specializing in various areas of law, their team of experienced attorneys provide top-notch legal services and guidance to clients in the United States. With a commitment to excellence and a track record of successful cases, Kerr deVoe PC is a trusted institution for all legal needs.