TOP 10 Executive succession planning strategies in New York City, New York
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Revolutionary Financial Planning
Revolutionary Financial Planning is a finance and insurance agency located at 4 Executive Park Drive in New York, United States. Our team is dedicated to guiding you through all seasons of life, offering services such as Financial Planning, Retirement Planning, Estate Planning, Investment Management, Healthcare, and Income Protection. Securities-related transactions are managed by our subsidiary, Halliday Financial, LLC, a member of FINRA and SIPC. We are registered in states where required and have a transparent background on FINRA's BrokerCheck. Please note that past performance may not predict future results, and different investments involve varying degrees of risk. Our goal is to provide personalized advice and help you build a successful investment portfolio. Visit our Legal and Disclosure page for more information.
Executive II
Executive II is a premier hair care and health institution located at 1 East Main Street in the picturesque town of Westfield, New York, United States. Our experienced team of professionals is dedicated to providing top-notch services to help you look and feel your best. Whether you're looking for a new hairstyle, a relaxing massage, or a rejuvenating facial, Executive II has you covered. Visit us today and experience the ultimate in beauty and wellness services.
Academic Affairs, Office of the Executive VP and Provost
The Academic Affairs, Office of the Executive VP and Provost at Binghamton University in Binghamton, New York, is dedicated to providing students with a comprehensive and interdisciplinary education. As a world-class institution, Binghamton University offers students an international perspective and a vibrant research program. The office oversees academic programs, faculty development, and student success initiatives to ensure that students receive a high-quality education.
Trust and Estate Planning Law Office
The Trust and Estate Planning Law Office, located at 310 East 2nd Street in New York, specializes in providing legal services related to trusts and estate planning. Our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of estate law, ensuring that their assets are protected and their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable attorneys are here to provide personalized guidance and support. Trust the Trust and Estate Planning Law Office to help you secure your legacy and protect your loved ones for generations to come.
G&M Success Consulting inc.
G&M Success Consulting Inc. is a leading accounting and finance institution located at 219 Brightwater Court in New York, United States. Our team of experienced professionals provides expert financial advice and consulting services to help individuals and businesses achieve success. Whether you need help with tax planning, budgeting, or financial analysis, we are here to provide personalized solutions tailored to your specific needs. Trust G&M Success Consulting Inc. to guide you towards financial success.
Winston Preparatory School- New York
Winston Preparatory School in New York is a specialized educational institution located at 126 West 17th Street. This school is dedicated to providing individualized support and instruction for students with learning differences. With a focus on academic success and personal growth, Winston Prep offers a unique and nurturing environment where students can thrive. The school's experienced staff and innovative programs help students develop the skills they need to succeed both in and out of the classroom. Winston Preparatory School in New York is committed to helping every student reach their full potential and achieve their academic goals.
Main Street Success
Main Street Success is a premier institution located at 47 West Main Street, Smithtown, New York, United States. We offer industry-leading courses and online learning to help you excel in the real estate industry. Whether you join our CE Classes online via Zoom or in person, we have a variety of options to help you maintain your license and expand your knowledge. Our courses are designed to help you earn more and work more efficiently, with a focus on meeting state regulatory requirements. We want only the best for you, which is why we provide excellent courses to help you become a top-notch real estate agent.
Lee Rodger Loomis - New York Life Insurance
Lee Rodger Loomis - New York Life Insurance is an insurance agency located at 5788 Widewaters Parkway in DeWitt, New York. They offer a variety of permanent life insurance policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. They also offer insurance options for employees, executives, business owners, and small businesses.
Brian Norton Therapy & Executive Coaching, LLC
Brian Norton Therapy & Executive Coaching, LLC is a premier health institution located in the heart of New York City. Our experienced therapists and coaches provide personalized and professional care to help individuals overcome challenges and achieve their goals. Whether you are seeking therapy for mental health issues or executive coaching for professional development, our team is dedicated to supporting you on your journey to wellness and success. Visit us at 276 5th Avenue to experience the transformative services offered by Brian Norton Therapy & Executive Coaching, LLC.
Estate Planning Law Center
The Estate Planning Law Center is a reputable law firm located at 555 French Road in New Hartford, New York, United States. Our team of experienced lawyers specializes in estate planning, helping clients protect their assets and ensure their wishes are carried out after they pass away. We provide personalized legal services tailored to each client's unique needs and goals. Whether you need help drafting a will, setting up a trust, or navigating probate proceedings, our knowledgeable attorneys are here to guide you through the process with care and expertise. Contact us today to schedule a consultation and start planning for your future.
Under Par Planning
Under Par Planning is a finance institution located at 83 Bryant Street in Buffalo, New York, United States. We believe in helping our clients live an Under Par life, which requires vision, planning, and execution. Our proven routine connects how you spend your money and time with what you want out of life. At Under Par Planning, we offer a practice round on the house to get to know each other and ensure that our services are the right fit for you. We listen more than we talk, focusing on understanding your unique aspirations and needs. We help you organize all your financial data into a secure personal financial planning portal, providing you with a simplified view of your financial life.
SES ESOP Strategies
SES ESOP Strategies is a renowned finance institution located at 145 Culver Road in Rochester, New York, United States. Specializing in Employee Stock Ownership Plans (ESOPs), SES ESOP Strategies provides expert guidance and support for businesses looking to implement ESOPs as part of their overall financial strategy. With a team of experienced professionals, SES ESOP Strategies offers comprehensive services to help businesses navigate the complexities of ESOPs and maximize the benefits for both employers and employees. Whether you are considering implementing an ESOP or looking to optimize an existing plan, SES ESOP Strategies is dedicated to providing personalized solutions to meet your financial goals.
Financial Strategies Group
The Financial Strategies Group is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. We specialize in providing comprehensive financial planning and investment strategies tailored to meet the unique needs and goals of our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve financial success through personalized guidance and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Financial Strategies Group is committed to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
MAP Estate Planning, Inc.
MAP Estate Planning, Inc. is a finance institution located at 1025 Old Country Road in Westbury, New York. Our team of experienced professionals is dedicated to helping individuals and families plan for the future by providing comprehensive estate planning services. Whether you are looking to create a will, establish a trust, or navigate the complexities of estate taxes, our experts are here to guide you every step of the way. Trust MAP Estate Planning, Inc. to secure your financial future and protect your legacy for generations to come.
Shlomo Bassalian, Financial Professional - New York Life
Shlomo Bassalian, Financial Professional at New York Life, located in Great Neck, New York, offers holistic financial planning for affluent families and successful businesses. Their goal is to provide a straightforward and comprehensive perspective on your financial future, helping you identify uncertainties and concerns in a broader context to find the right solutions. Whether you need assistance with executive benefit plans, retirement planning, or organizing your entire financial picture, they are here to help. Salim Shlomo Bassalian is licensed to sell insurance through New York Life and offers securities products and services through NYLIFE Securities LLC. With a focus on bringing clarity and balance to your financial world, they aim to help you achieve your financial goals and live the life you've always wanted without the burden of financial worry.
Bright Success Group Inc.
Bright Success Group Inc. is a leading institution in the field of accounting and finance located at 217-06 Merrick Boulevard in New York, United States. With a strong focus on providing top-notch education and training in the financial industry, Bright Success Group Inc. offers a wide range of courses and programs designed to help individuals succeed in the world of finance. Our expert faculty and state-of-the-art facilities ensure that students receive the highest quality education and hands-on experience to prepare them for successful careers in accounting and finance. Join us at Bright Success Group Inc. and take the first step towards a bright and prosperous future in the financial industry.
Financial Planning Advisory Group Inc
Financial Planning Advisory Group Inc is a reputable financial consulting firm located at 2425 Sweet Home Rd Ste C, Buffalo, NY 14228, United States. Specializing in comprehensive financial planning and investment management, the firm offers a wide range of services tailored to meet the unique needs of each client. Their team of experienced advisors is committed to helping individuals, families, and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, looking to invest wisely, or need advice on wealth management, Financial Planning Advisory Group Inc provides professional and trustworthy services aimed at securing your financial future. Visit their office in Buffalo, NY, to experience dedicated financial planning support in a friendly and professional environment.
Estate Planning Attorney Queens
Welcome to Estate Planning Attorney Queens, your trusted partner for comprehensive estate planning services located at 56-30 186th Street, Queens, New York 11365. As leaders in the field, we specialize in providing a unique and personalized approach to meet the estate planning needs of individuals and families. Our firm offers a wide range of services, including domestic and international estate planning, taxation and wealth succession planning, business organization and succession planning, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Estate planning is a crucial legal process aimed at preserving and managing your assets during your lifetime and ensuring their distribution according to your wishes after your passing. A well-executed estate plan can save you and your estate significant amounts of money and ensure your final wishes are honored. Our expert attorneys will guide you through the process, allowing you to control what happens to your assets both now and in the future, rather than relying on state laws of inheritance.
Morgan Legal Group | Trusts & Estate Planning Southampton NY
Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.
Verizon Executive Education Center
Welcome to the Verizon Executive Education Center, a premier destination for advanced learning and professional development located in the heart of Shirley, New York. Situated at 2w Loop Road, our state-of-the-art facility serves as a hub for innovation, collaboration, and growth in the academic and business communities. As a dedicated executive education center, we offer a wide range of programs and workshops designed to meet the evolving needs of today's leaders and professionals. Our curriculum is crafted by esteemed faculty and industry experts, ensuring participants gain practical insights and cutting-edge knowledge applicable to real-world challenges.
Candis Best, Financial Professional - New York Life
Welcome to Candis Best, Financial Professional - New York Life Located at the iconic One World Trade Center, 285 Fulton Street, 39th Floor, Manhattan, New York, Candis Best offers tailored financial and insurance solutions to help you secure your future. As a trusted financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, Candis specializes in crafting personalized advisory services that cater to your unique needs and aspirations.
New Prospective Realty Inc.
Welcome to New Prospective Realty Inc., your trusted partner in navigating the dynamic real estate market of New York City and its surrounding areas. Located at 2568 Bedford Avenue in Brooklyn, our boutique real estate firm specializes in residential and commercial sales and rentals, offering personalized services to help you buy, sell, or rent properties with ease. At New Prospective Realty, we pride ourselves on our team of seasoned real estate consultants who are dedicated to finding your next home swiftly and efficiently. Our extensive portfolio includes hundreds of property listings across all NYC boroughs, ensuring you have a wide array of choices tailored to your needs.
Karla Dennehy Executive Manager of Sales, North Fork
Welcome to Karla Dennehy Executive Manager of Sales, North Fork, your premier destination for exceptional sales management services in the heart of Mattituck, New York. Located at 10200 Main Road, our business is dedicated to providing top-tier sales strategies and solutions tailored to meet the unique needs of our clients across the North Fork region. With a wealth of experience and a deep understanding of the local market, Karla Dennehy and her team are committed to driving growth and success for businesses of all sizes. Whether you're looking to expand your market reach, enhance your sales team's performance, or develop innovative sales strategies, we have the expertise and resources to help you achieve your goals.
Christine Dowling
Christine Dowling is a reputable healthcare institution situated at 374 New York 116 in New York, United States. Specializing in dentistry and general health services, Christine Dowling is dedicated to providing top-notch care and treatment to patients of all ages. With a team of experienced doctors and staff, this institution offers a wide range of services to promote overall health and well-being. Whether you need a routine check-up, dental treatment, or medical consultation, Christine Dowling is committed to delivering excellent care in a comfortable and professional environment. Visit us today for all your healthcare needs.
Construction Bid Solutions
Construction Bid Solutions, located at 15 Oakridge Circle in Ridge, New York, is a cutting-edge institution that offers Estimating Solutions for Your Next Construction Project. By incorporating Artificial Intelligence (AI) into their takeoff software, they provide the most precise estimates, minimizing errors and saving valuable time. Their AI technology adapts to changing project conditions, enhancing overall efficiency and reducing costs. As your project manager, Construction Bid Solutions acts as the owner's representative, ensuring smooth project execution and allowing you to focus on core responsibilities. They accurately measure and breakdown architectural drawings to provide quantity takeoffs for labor, materials, and equipment needed for construction projects. With an extensive network and industry knowledge, they can connect you with the perfect contractor for your specific project needs.
Accomplished
Accomplished is a premier travel agency located at 630 9th Avenue in the bustling city of New York. Our team of experienced professionals is dedicated to providing top-notch travel services to our clients, ensuring that every trip is seamless and unforgettable. Whether you're looking to book a dream vacation, a business trip, or a romantic getaway, Accomplished has the expertise and resources to make it happen. Trust us to handle all the details so you can relax and enjoy your travel experience to the fullest.
Wise Financial LLC
Wise Financial LLC is a leading finance institution located at 7 Executive Park Drive in New York, United States. Our team of experienced professionals provides expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Wise Financial LLC is here to help. With a focus on personalized service and tailored solutions, we strive to empower our clients to make wise financial decisions. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Strategic Advisory Group Inc.
Strategic Advisory Group Inc. is a leading finance institution located at 253 Main Street in Sag Harbor, New York, United States. Our team of experienced financial experts provides strategic advice and guidance to help clients make informed decisions and achieve their financial goals. With a focus on innovation and personalized service, we offer a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are seeking investment advice, wealth management services, or strategic planning support, Strategic Advisory Group Inc. is here to help you navigate the complex world of finance with confidence and success.
SCORE
SCORE is a finance institution located at 100 Martine Avenue in White Plains, New York, United States. Our volunteers are experienced entrepreneurs, corporate managers, and executives who offer their expertise to help small business professionals start, develop, and grow their businesses. If you're interested in becoming a mentor, we welcome you to join us. We are excited to announce the National Small Business Week Virtual Summit, hosted by the U.S. Small Business Administration and SCORE on April 30 – May 1, 2024. This event will provide educational webinars, business resources, networking opportunities, and guidance from SCORE mentors.
Financial Services
Financial Services is a reputable institution located at 14 Durkee Street in Plattsburgh, New York. We provide a wide range of finance-related services to individuals and businesses, including wealth management, investment advice, retirement planning, and more. Our team of experienced professionals is dedicated to helping our 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, Financial Services is here to provide expert guidance and support. Visit us today to learn more about how we can help you achieve financial success.
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