The 30 Best Estates planning expert in Port Jefferson, New York

38 results found

Heritage Financial Advisory Group is a leading finance institution located at 1500 New York 112 in Port Jefferson Station, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Heritage Financial Advisory Group is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future.

Heritage Harbor Financial Associates is a reputable finance and insurance agency located at 106 Crystal Brook Hollow Road in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of financial services and insurance solutions to meet the needs of their clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Heritage Harbor Financial Associates is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.

Coastline Wealth Management is a leading financial institution located at 1303 Main Street in Port Jefferson, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Coastline Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial success.

Montauk Point Financial Services is a reputable finance institution located at 27 Ciliotta Lane in Port Jefferson Station, New York. Our dedicated team of financial experts are committed to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Montauk Point Financial Services has the knowledge and expertise to help you achieve your financial goals. With a focus on personalized service and tailored financial solutions, we strive to build long-lasting relationships with our clients and help them secure their financial future. Visit us today to see how we can assist you with your financial needs.

Edward Jones - Financial Advisor: Michael R Sceiford, CFP® is a trusted financial institution located at 640 Belle Terre Road in Port Jefferson, New York. Specializing in personalized financial planning and investment strategies, Michael R Sceiford, a Certified Financial Planner, provides expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals, families, and businesses secure their financial futures. Visit us today to see how we can help you plan for tomorrow.

Cody Tarver - TD Wealth Financial Advisor is a trusted financial institution located at 620 Route 25A in Mount Sinai, New York. As a dedicated financial advisor, Cody Tarver provides expert guidance and personalized financial strategies to help clients achieve their financial goals. With a focus on wealth management and investment planning, Cody Tarver offers a range of services to help individuals and families build and protect their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cody Tarver - TD Wealth Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Joshua Marino, ChFC®, located at 640 Belle Terre Road in Port Jefferson, New York, is a trusted finance institution dedicated to providing personalized financial planning and investment services. With a focus on building long-term relationships with clients, Joshua Marino, a Chartered Financial Consultant, offers expert guidance in areas such as retirement planning, wealth management, and estate planning. Whether you are looking to grow your assets, protect your family's financial future, or plan for a comfortable retirement, Edward Jones - Financial Advisor: Joshua Marino, ChFC® is committed to helping you achieve your financial goals.

Wells Fargo Advisors is a prominent financial institution located at 70 North Country Road in, Port Jefferson, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wells Fargo Advisors is there to provide expert guidance and personalized solutions.

Cody Tarver - TD Wealth Financial Advisor is a trusted financial institution located at 474 Portion Road in Lake Ronkonkoma, New York, United States. As a dedicated financial advisor with TD Wealth, Cody Tarver offers personalized financial planning services to help clients achieve their financial goals. With expertise in wealth management, investment strategies, retirement planning, and more, Cody Tarver provides comprehensive financial solutions tailored to each client's unique needs. Visit Cody Tarver - TD Wealth Financial Advisor today to start planning for a secure financial future.

The Law Office of Tara A. Scully, P.C. is a reputable institution located at 646 Main Street in Port Jefferson, New York, United States. Specializing in areas such as Asset Protection, Elder Law, Estate Planning, Medicaid application and planning, Guardianships, Special Needs Planning, and Criminal Defense, Tara Anne Scully is a highly experienced attorney at this firm. With a background in Elder Law and Estate Planning from a prominent law firm, Ms. Scully offers comprehensive legal services to clients in need of expert guidance in these complex areas. The Law Office of Tara A. Scully, P.C. is known for providing top-notch legal assistance in Elder Law, Estate Planning, and Asset Protection, making it a leading choice for those seeking skilled representation.

The Law Office of Heather N. Kaplan is a reputable legal practice located at 84 Nesconset Highway in Port Jefferson Station, New York. Specializing in various areas of law, including family law, estate planning, and real estate law, attorney Heather N. Kaplan provides personalized and professional legal services to clients throughout the United States. With a commitment to excellence and a dedication to achieving positive outcomes for her clients, Heather N. Kaplan is a trusted advocate for those in need of legal representation. Contact the Law Office of Heather N. Kaplan today for expert legal guidance and support.

Morgan Legal Group, P.C. in Suffolk County is a reputable law firm located at 407 East Main Street in Port Jefferson, New York. Specializing in various legal matters, their team of experienced lawyers provides expert advice and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require guidance in a business matter, the professionals at Morgan Legal Group, P.C. are dedicated to protecting your rights and achieving the best possible outcome for your case. Contact them today for a consultation to discuss your legal needs.

Cody Tarver - TD Wealth Financial Advisor is a reputable financial institution located at 112 New York, Medford, New York, United States. As a trusted financial advisor, Cody Tarver provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Cody Tarver offers a wide range of services to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Cody Tarver can help you navigate the complexities of the financial world and make informed decisions. Contact Cody Tarver - TD Wealth Financial Advisor today to schedule a consultation and start building a secure financial future.

Welcome to Kenneth J. Lauri, your trusted legal partner located in the heart of Port Jefferson, New York. Situated at 503 Main Street, our law practice is dedicated to providing comprehensive legal services to individuals, families, and businesses in the community. With a commitment to excellence and integrity, Kenneth J. Lauri offers expert guidance in various areas of law, ensuring that your rights and interests are protected. Whether you need assistance with estate planning, family law, real estate transactions, or business law, our experienced team is here to help you navigate the complexities of the legal system with confidence and ease. At Kenneth J. Lauri, we prioritize personalized service and work diligently to achieve the best possible outcomes for our clients. Visit us today and discover how we can assist you with your legal needs.

Welcome to John F. Reilly Law Office, your trusted legal partner located in the heart of Port Jefferson, New York. Situated at 503 Main Street, our law office is committed to providing exceptional legal services to individuals and businesses in the local community and beyond. With years of experience and a deep understanding of the legal landscape, John F. Reilly and his dedicated team offer personalized and comprehensive legal solutions tailored to meet your unique needs. Whether you require assistance with family law, personal injury, estate planning, or any other legal matter, we are here to guide you every step of the way. At John F. Reilly Law Office, we pride ourselves on our client-focused approach, ensuring that you receive the attention, respect, and expertise you deserve. Our goal is to help you navigate the complexities of the legal system with confidence and achieve the best possible outcomes.

Welcome to Dinunzio Edward J, your trusted legal partner located in the heart of Port Jefferson, New York. Situated at 1031 Main Street, our practice is dedicated to providing exceptional legal services with a personal touch. As a highly experienced and knowledgeable attorney, Edward J. Dinunzio is committed to guiding you through complex legal matters with professionalism and integrity. Whether you require assistance with family law, real estate transactions, or estate planning, our office is here to offer expert advice and representation tailored to your unique needs. At Dinunzio Edward J, we prioritize our clients, ensuring clear communication and a compassionate approach to every case. Visit us today to experience diligent legal support in a welcoming and accessible environment.

Welcome to Stacey Pennetti Attorney At Law, your trusted legal partner located in the heart of Port Jefferson, New York. Situated at 1000 Main Street, we are dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. With a strong commitment to justice and a deep understanding of the law, Stacey Pennetti and her team offer expert guidance and representation in a wide range of legal matters. Whether you are facing a complex legal challenge or simply need advice on a specific issue, we are here to help you navigate the legal system with confidence and ease. At Stacey Pennetti Attorney At Law, we prioritize your interests and work diligently to achieve the best possible outcomes. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Welcome to Haimo Law, your trusted legal partner located at 103 Pine Hill Road, Port Jefferson, New York. We specialize in providing comprehensive legal services in Estate Planning, Probate and Trust Administration, Business Planning, Business Succession Planning, and Real Estate. Our beautiful Selden, NY office is strategically positioned in the heart of Long Island, conveniently accessible from Veterans Memorial Highway and Sunrise Highway. Haimo Law is dedicated to serving the diverse legal needs of our New York clients, offering expert assistance with residential and commercial real estate transactions, including purchases, sales, leases, short-sales, and reorganizations for estate and business planning purposes. Our Bohemia, NY office is also available to support you with probate, trusts, wills, advanced care directives, and asset protection.

Welcome to Strauss Michael R, your trusted legal partner in Port Jefferson, New York. Conveniently located at 907 Main Street, our law office is committed to providing exceptional legal services tailored to meet the unique needs of our clients. With years of experience and a deep understanding of the legal landscape, Michael R. Strauss specializes in delivering comprehensive legal solutions across various practice areas. At Strauss Michael R, we prioritize our clients' needs and strive to offer personalized attention and expert guidance throughout every stage of the legal process. Whether you are dealing with family law issues, seeking assistance with estate planning, or navigating complex business legalities, our dedicated team is here to support you with professionalism and integrity.

Welcome to Mary C. Hartill, Attorney at Law, your trusted legal partner located in the heart of Port Jefferson, New York. Situated at 503 Main Street, our firm is dedicated to providing exceptional legal services with a personalized touch. At Mary C. Hartill, Attorney at Law, we understand that each client's situation is unique, and we are committed to offering tailored solutions that best meet your individual needs. With years of experience and a deep understanding of the law, Mary C. Hartill and her team are here to guide you through a wide range of legal matters with professionalism and compassion. Whether you require assistance with family law, estate planning, real estate transactions, or civil litigation, we are equipped to handle your case with expertise and dedication.

Welcome to Carrozza Ann, your trusted legal partner located in the heart of Port Jefferson, New York. Situated at 701 Main Street, our esteemed law practice is dedicated to providing exceptional legal services to the local community and beyond. With a commitment to excellence and a personalized approach, Carrozza Ann specializes in a wide range of legal areas, ensuring that each client receives the attentive care and expert guidance they deserve. At Carrozza Ann, we understand that navigating the legal system can be daunting. Our experienced team is here to offer comprehensive solutions tailored to meet your unique needs. Whether you require assistance with family law, estate planning, real estate transactions, or any other legal matter, we are equipped to handle your case with professionalism and integrity.

Welcome to Gerontianos Law Firm, PC, your trusted legal partner in Port Jefferson, New York. Conveniently located at 11 Traders Cove, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community and beyond. At Gerontianos Law Firm, PC, we pride ourselves on our commitment to excellence, integrity, and personalized client service. Our experienced team of attorneys specializes in a wide range of legal areas, ensuring that we can effectively address your unique legal needs. Whether you are seeking assistance with family law, estate planning, real estate transactions, or business law, we are here to provide expert guidance and representation.

Welcome to Cona Elder Law PLLC, your trusted partner in navigating the complexities of elder law, estate planning, and asset protection. Located at 106 Crystal Brook Hollow Road, Port Jefferson Station, New York, our award-winning law firm has proudly served the Long Island community for over 25 years. Our dedicated team of attorneys specializes in elder law, estate planning, estate administration and litigation, special needs planning, and health care law, offering customized legal solutions tailored to your unique needs. At Cona Elder Law, we understand that planning for the future involves making critical decisions about your family's financial well-being and your healthcare needs as you age. Our experienced attorneys are here to guide you through the process of creating comprehensive estate plans, including wills and trusts, to ensure your wishes are carried out with precision and care. We excel in estate administration, helping families navigate the often complex probate process with ease, while providing the financial and tax expertise necessary to alleviate stress during challenging times.

Welcome to the Law Office of Richard Pellegrino II, a distinguished legal practice located at 112 West Main Street, Riverhead, New York. With over 30 years of experience, Richard Pellegrino II is dedicated to providing expert legal representation across a range of practice areas, including criminal law, business law, employment law, and real estate law. Richard Pellegrino II is a seasoned attorney with a robust educational background, having graduated from Hobart College and Syracuse University College of Law. Admitted to the New York State Bar in 1991, he has also been admitted to the United States Eastern and Southern District Courts. His early career as a Prosecutor and Assistant District Attorney with Nassau County equipped him with invaluable experience in handling criminal, DWI/DUI, and traffic cases, making him adept at navigating plea negotiations, motions, hearings, and trials.

Welcome to The Fitzpatrick Capital Group - Morgan Stanley, your trusted partner in financial excellence. Conveniently located at 414 Main Street, Port Jefferson, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our expert team specializes in a comprehensive range of services, including wealth management, investment strategies, retirement planning, and portfolio management. With a commitment to integrity, innovation, and client satisfaction, we strive to help you achieve your financial goals and secure a prosperous future. Visit us today to discover how we can assist you on your financial journey.

Welcome to Jose Rosario - Morgan Stanley, your trusted financial partner located in the heart of Port Jefferson, New York. Situated at 414 Main Street, our office is dedicated to providing personalized financial services to meet your unique needs. With a focus on building lasting relationships, we offer expert guidance in wealth management, investment planning, and retirement strategies. Our experienced team is committed to helping you achieve your financial goals with tailored solutions and insightful advice. Whether you're planning for the future, managing your investments, or seeking comprehensive financial planning, Jose Rosario - Morgan Stanley is here to support your journey every step of the way. Visit us today to discover how we can help secure your financial future.

Welcome to Sound Risk Management Corp., your trusted partner in navigating the complex world of insurance. Located at 428 New York 25A, Miller Place, New York 11764, we specialize in providing comprehensive insurance solutions tailored to protect your most valuable assets. Our team of dedicated professionals becomes an integral part of your team, offering expert advice and customized insurance plans that ensure peace of mind. Our extensive range of services includes General Liability, Commercial Property, Workers Compensation, Umbrella/Excess, Commercial Auto, Contractors Liability, Employment Practices, Directors and Officers, Cyber Liability, Builders Risk, Bonds, and more. Whether you're a General Contractor, Sub-Contractor, Home Remodeler, Tradesman, or a property owner, we help you manage the significant liabilities and financial risks associated with your industry, particularly in the challenging New York construction market.

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.

Welcome to Manhattan Transfer Registrar Co., your trusted partner in financial services located in the heart of Port Jefferson, New York. Situated at 38B Sheep Pasture Road, our firm specializes in providing comprehensive financial solutions tailored to meet the unique needs of our clients. With a commitment to excellence and integrity, we offer a wide range of services designed to simplify and enhance your financial experience. Whether you are an individual investor or a corporation, our experienced team is dedicated to delivering personalized service and expert guidance to help you achieve your financial goals. Discover the difference of working with a company that values your success as much as you do. Visit us today and let Manhattan Transfer Registrar Co. be your gateway to financial prosperity.

Welcome to Cardinal Realty Group, LLC, your trusted partner in legal and real estate services located in the heart of Port Jefferson, New York. Situated at 214 East Main Street, our firm is dedicated to providing exceptional expertise and personalized solutions to meet all your real estate and legal needs. At Cardinal Realty Group, LLC, we understand that navigating the complexities of real estate transactions and legal matters can be challenging. That’s why our team of experienced professionals is here to guide you every step of the way. Whether you are buying or selling a home, seeking investment opportunities, or require legal advice, we offer comprehensive services tailored to your unique situation.