Executive succession planning strategies in New York City, New York

Dollinger Associates is a reputable institution located at 2170 Monroe Avenue in Rochester, New York. We specialize in providing top-notch consulting services for businesses looking to improve their operations and achieve their goals. Our team of experienced professionals offers expert advice and guidance in areas such as strategic planning, financial management, marketing, and more. With a proven track record of success, Dollinger Associates is committed to helping our clients thrive in today's competitive business environment. Contact us today to learn how we can help your organization succeed.

G Alexandra Verrigni PLLC is a reputable law firm based in Schenectady, New York, United States. Specializing in various legal areas, the firm offers expert legal services to clients in need of professional guidance and representation. With a focus on providing personalized and effective solutions, G Alexandra Verrigni PLLC is dedicated to serving the legal needs of individuals and businesses in the area. Whether you are facing a complex legal issue or simply need legal advice, the experienced team at G Alexandra Verrigni PLLC is here to help.

Lang Law Firm is a reputable legal institution located at 12 Cornell 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 in need of legal advice, representation in court, or assistance with legal documentation, Lang Law Firm is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal matters with professionalism and expertise. Contact us today to schedule a consultation and see how Lang Law Firm can assist you with your legal needs.

Burgess & Associates is a renowned institution located at 6 Executive Park Drive in Clifton Park, New York, United States. Specializing in providing expert consulting services in various fields, Burgess & Associates is committed to delivering top-notch solutions to meet the unique needs of their clients. With a team of experienced professionals, the institution prides itself on delivering high-quality, personalized services that drive success and growth for businesses and individuals alike. Whether you are seeking strategic business advice, financial planning, or legal guidance, Burgess & Associates is dedicated to helping you achieve your goals and reach your full potential.

Delacroix Consulting Group, LLC is a reputable consulting firm located at 5010 Campuswood Drive in East Syracuse, New York. With a team of experienced professionals, we provide expert advice and strategic solutions to help businesses thrive and succeed in today's competitive market. Our services range from financial analysis to marketing strategies, and we tailor our approach to meet the unique needs of each client. Trust Delacroix Consulting Group, LLC to guide your business towards growth and success.

Hartmann Doherty Rosa Berman & Bubulia LLC is a prestigious law firm located at 2 Executive Boulevard in Suffern, New York, United States. With a team of experienced and dedicated attorneys, the firm specializes in a wide range of legal services including corporate law, real estate law, estate planning, and litigation. Clients can expect personalized attention and expert guidance in navigating complex legal matters. Trust Hartmann Doherty Rosa Berman & Bubulia LLC to provide top-notch legal representation with a commitment to achieving the best possible outcomes for their clients.

Rock Ridge Wealth LLC is a leading finance institution located in Syracuse, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. Visit us at 109 South Warren Street to learn more about how Rock Ridge Wealth LLC can assist you in securing your financial future.

Merrill Lynch Financial Advisor Richard L Neal, located at 205 South Salina Street in Syracuse, New York, provides wealth management and investment advice to individuals and families, as well as consulting and advisory services to nonprofit organizations and institutional clients. Rick Neal, with over 40 years of experience, holds certifications as a Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He offers personalized investment strategies and portfolio management services, tailored to each client's goals and objectives. With a commitment to community service, Rick has served on various advisory boards and is dedicated to helping clients achieve financial success through a personalized approach. His focus is on understanding each client's unique needs and priorities, and designing a financial plan to help them reach their goals. By staying informed about changes in the market and in their clients' lives, Rick ensures that their financial approach remains aligned with their objectives. Contact Merrill Lynch Financial Advisor Richard L Neal for personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Wealth Management, located at 102 Business Park Drive in Utica, New York, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities, whether in rising or turbulent markets. The wealth planning process at Merrill Lynch begins with a deep understanding of each client's priorities, goals, and financial needs. The advisors take the time to learn about retirement plans, education funding, business issues, cash management, and credit strategies. By leveraging the investing resources of Merrill Lynch and the banking convenience of Bank of America, the team creates personalized financial strategies to meet each client's long-term objectives.

Buckingham Strategic Wealth is a finance institution located at 6435 West Quaker Street in Orchard Park, New York, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. To learn more about the client experience, you can download their "Experience Is Everything" brochure. With the upcoming elections, Buckingham can help you navigate the potential impacts on different sectors and industries. Additionally, if your organization offers restricted stock units (RSUs) as a form of compensation, Buckingham can provide guidance on maximizing their benefits. Your values play a crucial role in shaping your financial plan, and Buckingham can help align your values with your financial goals.

Clark & Company Wealth Management LLC is a boutique wealth management firm located at 5533 Broadway in Lancaster, New York. Founded in 2010, our firm specializes in serving the needs of physicians, high net worth individuals, corporate executives, and businesses. We offer a range of customizable services, strategies, and products tailored to help you meet your specific financial goals. Our team of experienced professionals, including President Craig S. Clark, Vice President Mike Muffoletto, and Wealth Manager J. Scott Birkby, are dedicated to providing personalized and comprehensive wealth management solutions. Whether you are planning for retirement, estate and trust management, tax reduction strategies, or more, Clark & Company is here to help you achieve financial success. Contact us today to learn more about how we can assist you in realizing your financial vision.

Merrill Lynch Wealth Management, located at 21 Masse Place in Batavia, New York, is a respected finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced financial advisors, Merrill Lynch can assist with retirement planning, concentrated stock positions, traditional investments, and estate planning. The branch is committed to client service and satisfaction, striving to understand each client's financial situation and create strategies to meet their long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch supports the communities in which they operate. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Merrill Lynch has been training financial advisors since 1946, providing them with the skills and knowledge needed to help clients pursue their financial goals. Whether you are a seasoned advisor or looking to become one, Merrill Lynch offers professional training, mentoring, and technology to support your career. It is important to consult with legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help clients achieve their financial and life goals.

Smola Consulting LLC is a reputable consulting firm located at 260 East Main Street in Rochester, New York. Our team of experienced professionals specializes in providing top-notch consulting services to businesses of all sizes. Whether you need help with strategic planning, market research, or financial analysis, we have the expertise to guide you towards success. Contact us today to learn more about how we can help your business thrive.

The JC Advantage LLC is a premier institution located at 710 Latta Road in Rochester, New York, United States. We offer a wide range of services to help individuals and businesses achieve their goals and reach their full potential. Our team of experienced professionals provides personalized guidance and support to ensure success in various areas such as business development, financial planning, and career advancement. With a focus on innovation and excellence, The JC Advantage LLC is dedicated to helping our clients thrive in today's competitive landscape.

CompitaGroup is a leading institution located at 31 East Main Street in Rochester, New York, United States. We specialize in providing top-notch consulting services in various industries such as technology, finance, and healthcare. Our team of experts is dedicated to helping businesses achieve their goals and maximize their potential. With a proven track record of success, CompitaGroup is the go-to choice for companies looking to enhance their operations and drive growth. Contact us today to learn more about how we can help your business thrive.

Conversance Business Solutions LLC is a leading consulting firm located at 30 West Broad Street in Rochester, New York. With a dedicated team of experts, we provide innovative solutions to help businesses achieve their goals and drive growth. Our services range from strategic planning and market research to technology implementation and process improvement. Whether you are a start-up looking to establish a strong foundation or an established company seeking to stay ahead of the competition, Conversance Business Solutions LLC is here to help you succeed. Contact us today to learn more about how we can support your business needs.

Meltzer & Hill Wealth Advisory is a finance institution located at 63 Hurley Avenue in Kingston, New York, United States. We are dedicated to providing investment planning and wealth management services to the Greater Hudson Valley area, as well as New York City and the Albany-Capital Region. With the use of technology, we are able to serve clients in over 25 states across the country. Our team believes that communication is essential for a successful relationship and financial success. We prioritize building trust through asking the right questions and understanding that there can be multiple correct answers. With decades of experience in developing and executing financial strategies for individuals, families, and corporations, we are here to help and answer any questions you may have.

Merrill Lynch Wealth Management, located at 151 Stockade Drive in Kingston, New York, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide financial strategies tailored to each client's unique goals, drawing on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with clients to understand their personal and professional goals, lifestyle preferences, and multi-generational needs.

Blackstone Consulting is a prestigious institution located at 21 Camelot Drive in Warwick, New York. We are dedicated to providing top-notch consulting services in various fields such as business, finance, marketing, and more. Our team of experienced professionals is committed to helping our clients achieve their goals and reach new levels of success. With a focus on innovation and excellence, Blackstone Consulting is the go-to destination for individuals and businesses looking to thrive in today's competitive market.

Omni Financial Advisory Group is a leading finance institution located at 315 Titusville Road in Poughkeepsie, New York, United States. With a team of experienced financial advisors, we provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. Trust Omni Financial Advisory Group to provide you with the expertise and support you need to secure your financial future.

Dickmeyer Consulting LLC is a reputable consulting firm located at 278 South Boulevard in Nyack, New York. Specializing in providing top-notch business consulting services, our team of experts is dedicated to helping businesses of all sizes achieve their goals and overcome challenges. With a focus on strategic planning, organizational development, and financial analysis, we work closely with our clients to develop customized solutions that drive growth and success. Trust Dickmeyer Consulting LLC to provide professional guidance and support for your business needs.

Merrill Lynch Financial Advisor Colin M. Obsitnik, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of wealth management services to corporate executives and their families. Colin and his team of investment industry professionals leverage the global resources of Merrill Lynch Wealth Management to provide personalized financial strategies tailored to individual goals and priorities. With expertise in corporate benefit programs, including equity compensation and retirement plans, Colin helps clients integrate their corporate benefits into a comprehensive long-term financial strategy. Committed to community involvement, the team at Merrill Lynch Financial Advisor Colin M. Obsitnik dedicates time to volunteering with local organizations. Through Merrill Personal Wealth Analysis™, clients can work with their financial advisor to build a personalized plan centered on their unique goals and aspirations.

Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.

Merrill Lynch Financial Advisor Jaime Wright is a renowned institution located at 75 Rockefeller Plaza in New York, United States. With over 20 years of industry experience, Jaime brings a wealth of knowledge and expertise to Merrill Lynch Wealth Management. Specializing in serving the needs of family-owned businesses, senior executives, entertainers, and select professionals, Jaime has built a reputation for delivering personalized financial advice and guidance. As a graduate of Bernard M Baruch College with an accounting concentration and a former CPA at Deloitte Haskins & Sells, Jaime has a strong foundation in finance and investment strategies. He is dedicated to helping clients achieve their financial goals and aspirations through tailored investment solutions.

Merrill Lynch Financial Advisor Jayne D. Finst is a dedicated Wealth Management Advisor located at 75 Rockefeller Plaza in New York City. With over a decade of experience in the investment industry, Jayne specializes in providing personalized financial advice and services to ultra-high net worth and high net worth individuals and their families. She works closely with clients to create efficiencies within their complex financial lives, allowing them to focus on their goals and aspirations. Jayne combines a rigorous approach to investing with a commitment to providing the highest levels of service to her clients. She offers access to the resources and capabilities of Merrill Lynch Wealth Management and Bank of America, ensuring clients have a comprehensive platform to manage every aspect of their financial lives. Jayne believes in delivering highly accessible, responsive service that exceeds expectations, and she collaborates with third-party advisors to offer a fully integrated approach to wealth management.

Next Level Private is a prestigious finance institution located at 500 Mamaroneck Avenue in Harrison, New York. With a reputation for excellence and innovation in the finance industry, Next Level Private offers a wide range of financial services tailored to meet the individual needs of their clients. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals and reach the next level of success. Trustworthy, reliable, and committed to excellence, Next Level Private is the go-to institution for all your financial needs.

J.E.M Consultant Group Inc is a leading finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With a team of experienced professionals, J.E.M offers a wide range of financial consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, J.E.M Consultant Group Inc has the expertise to guide you towards financial success. Contact us today to learn more about how we can help you secure your financial future.

SHR Wealth Management - Osaic Wealth Affiliate Firm is a leading finance institution located at 1615 Northern Boulevard in Manhasset, New York, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help our clients achieve their financial goals. Our comprehensive approach to financial planning ensures that each client receives tailored strategies to optimize their investments and secure their financial future. Trust SHR Wealth Management - Osaic Wealth Affiliate Firm to guide you towards financial success.

Rockline Wealth Management is a leading financial institution located at 255 Executive Drive in Plainview, New York. Our team of experienced professionals is dedicated to providing top-notch wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we have the expertise and resources to guide you every step of the way. At Rockline Wealth Management, your financial success is our priority.

Whitestone Associates Inc is a reputable institution located at 100 Centershore Road in Centerport, New York, United States. Specializing in providing top-notch consulting services, Whitestone Associates Inc is known for its expertise in a wide range of industries. With a team of experienced professionals, the institution offers tailored solutions to help clients achieve their goals and navigate challenges effectively. Whether you are looking for strategic advice, project management, or business development support, Whitestone Associates Inc is dedicated to delivering high-quality services that drive success. Contact them today to learn more about how they can assist you in reaching your objectives.