Executive succession planning strategies in New York

Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.

Welcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Welcome to Susan E Palmer - Morgan Stanley, your trusted partner in financial services located in the heart of Riverhead, New York. Situated at 611 East Main Street, our office is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. With a commitment to excellence and a deep understanding of the financial landscape, Susan E Palmer offers a comprehensive range of services including wealth management, investment planning, and retirement strategies. Whether you are an individual investor or a business owner, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in achieving financial success.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

Welcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to Human Resources Administration, your trusted partner in navigating the complexities of workforce management. Conveniently located at 3050 West 21st Street, Brooklyn, New York 11224, we are dedicated to providing comprehensive human resources solutions tailored to meet the unique needs of businesses in our vibrant community. Our expert team specializes in a wide range of HR services, including recruitment and staffing, employee relations, benefits administration, compliance, and training and development. We understand that every business is unique, which is why we offer personalized strategies designed to enhance productivity, improve employee satisfaction, and ensure regulatory compliance.

Welcome to the Suffolk County Court Employees Association (SCCEA), located at 1363 Veterans Memorial Highway, Hauppauge, New York 11788. As we step into the new year, our Executive Board is optimistic about a brighter future for our members and community. Despite the challenges posed by COVID-19 variants, we remain committed to facing these obstacles together, emerging stronger and more united. Our mission is to support and advocate for our members, ensuring their voices are heard and their needs met. The strength of our union lies in our unity, and we encourage all members to stay connected and support one another during these trying times. With your continued support, we are confident in achieving our goals and returning to a sense of normalcy in 2022.

Welcome to Secondary Services Inc., your trusted partner for comprehensive business solutions located in the heart of Buffalo, New York. Situated at 757 East Ferry Street, we proudly serve the local community and beyond with a commitment to excellence and customer satisfaction. At Secondary Services Inc., we specialize in providing a wide range of services tailored to meet the diverse needs of businesses and individuals. Our offerings include administrative support, project management, and customized consulting services designed to enhance efficiency and drive success. Our experienced team is dedicated to delivering high-quality, cost-effective solutions that align with your specific goals and objectives.

Welcome to the Cortland County Business Development Corporation (CCBDC), your trusted partner in real estate and economic development located at 40 Main Street, Suite A, Cortland, New York. As a premier real estate agency, we are dedicated to fostering growth and development within our vibrant community. Under the leadership of Executive Director Brendan O'Bryan, we leverage extensive experience in community and economic development to drive business success in Cortland County. Brendan's background includes securing significant state and federal grants to support small businesses and facilitating the preparation of development sites. His commitment to community revitalization is evident through his previous work with The Agency in Broome County and his active involvement with the Rural Health Network of South-Central New York.

Welcome to The O'Hara Group, your trusted partner for exceptional services located in the heart of Fayetteville, New York. Situated at 110 Limestone Plaza, our business is dedicated to providing our clients with top-notch solutions tailored to meet their unique needs. At The O'Hara Group, we pride ourselves on our commitment to excellence and our ability to deliver outstanding results. Our team of experienced professionals is passionate about helping you achieve your goals, whether it’s through our consulting services, strategic planning, or tailored business solutions.

Welcome to Bellamy Enterprises, LLC – Your Trusted Real Estate Partner in Buffalo, New York Located at 395 East Ferry Street, Buffalo, NY 14208, Bellamy Enterprises, LLC is a proud minority-owned consulting and development company specializing in real estate. With over 30 years of experience, we have been at the forefront of transforming communities and building lasting relationships with our clients.

Welcome to Key Real Estate Services Located at 2005 Palmer Avenue, Larchmont, New York, Key Real Estate Services is your trusted partner in navigating the real estate market with a special focus on serving the needs of senior homeowners. Whether you are planning a transition or responding to a sudden life change, our team of dedicated professionals is here to guide you every step of the way.

Welcome to The Severino Group, your trusted real estate agency located at 173 Huguenot Street, New Rochelle, New York. At The Severino Group, we believe that every property has a unique story, and we specialize in telling those stories. Whether you are looking to sell, buy, or invest, our expert team is here to guide you through every step of the process. We take pride in our deep knowledge of New York’s real estate market, including its hidden art galleries and museums, and we excel in mastering pricing strategies for a quick sale. Our clients’ testimonials speak volumes about our commitment and expertise. Anthony, one of our seasoned agents, consistently delivers exceptional results, executing plans effectively and achieving sales above asking prices in record time. Our clients often express their satisfaction with the seamless experiences we provide, setting high expectations for future real estate transactions.

Welcome to CENTURY 21 Milestone Realty, your premier real estate agency located at 148-31 Hillside Avenue, Queens, New York. As proud members of the world's largest real estate organization, Century21 Real Estate LLC, we are committed to helping you achieve your real estate dreams with unmatched expertise and dedication. Founded in May 2001 by Principle Broker John Ma and Broker Victor Banks, CENTURY 21 Milestone Realty is built on over 60 years of combined real estate experience. Our team consists of more than 85 full-time sales agents who are passionate about guiding you through every step of the buying or selling process. Whether you're a first-time buyer or a seasoned seller, we promise to work tirelessly to meet your needs and exceed your expectations.

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.

Welcome to Charles Gambino - Realtor, your trusted partner for all your real estate needs in Nassau County. Located at 216a Main Street, Port Jefferson, New York, we are committed to providing unparalleled service and expertise to both buyers and sellers in the area. Since our inception as Leatherman Homes in 1996, we have witnessed significant changes in the Nassau County market. However, one constant remains: the necessity of hiring an experienced real estate agent who understands the intricacies of the local market and can guide you through a successful transaction.

Welcome to Bridget Elkin, COMPASS, North Fork Real Estate, your trusted partner in navigating the dynamic real estate market of Southold, New York, and beyond. Located at 54100 Main Road, Southold, NY 11971, our agency is committed to providing unparalleled service and expertise in buying, selling, and investing in properties across the picturesque North Fork region. With a reputation for excellence and a track record of success, Bridget Elkin and her dedicated team have consistently exceeded client expectations. Our five-star reviews speak volumes about the exceptional experiences we deliver. From expertly orchestrating the sale of homes with strategic marketing and professional photography to guiding buyers through the intricate process of finding their dream home, Bridget Elkin is the name you can trust.

Welcome to Lena Koropey Global Real Estate, your premier destination for luxury real estate services located at 70 Love Lane, Mattituck, New York. Led by Lena Koropey, a Licensed Real Estate Salesperson and Global Real Estate Advisor with Daniel Gale Sotheby's International Realty, we bring unparalleled expertise to the North Fork and beyond. With over two decades of experience in marketing communications, brand management, and public relations, Lena has collaborated with the world’s most prestigious luxury brands. Her extensive background, combined with her experience as a real estate investor and entrepreneur, ensures exceptional returns for her clients. Lena's success is attributed to her ability to forge trusting relationships with buyers and sellers, her insight into market trends, and her keen eye for design.

Welcome to The Office of Elijah Brown Located in the heart of Utica, New York, The Office of Elijah Brown is your premier destination for professional consulting services. Situated at 1926 Holland Avenue, our office is dedicated to providing expert guidance and tailored solutions to meet your unique needs.