TOP 10 Family business strategic planning in New York City, New York

At Merrill Lynch Financial Advisor Paul J McKirgan, located at 360 Hamilton Avenue in White Plains, New York, United States, we believe that relationships are at the heart of everything we do. With over 100 years of combined wealth advisory experience, our team at The BME Group is dedicated to helping clients build the financial life they've imagined. We offer personalized financial strategies, retirement planning, estate planning services, wealth transfer, and business transition assistance. Our tailored investment approach, combined with cutting-edge technology, enables us to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. We understand that no two people are alike, which is why we take the time to get to know you, your priorities, goals, risk tolerance, and more, in order to help you identify and address financial challenges and opportunities. Our Investment Personality Assessment helps us understand your investing preferences so that we can customize a financial approach that aligns with your goals. We believe in regular check-ins to ensure that your financial approach reflects any changes in your life or goals.

Lincoln Financial Advisors is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced financial advisors, they provide comprehensive financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Lincoln Financial Advisors offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world and secure their financial future.

Michael Batas is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Michael Batas is dedicated to helping individuals and businesses achieve their financial goals.

Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. Jared D Lynne holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jared D Lynne's commitment to providing comprehensive and specialized financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, Jared D Lynne has the knowledge and expertise to help you achieve your financial goals. Contact Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC for personalized and professional financial advice.

Edward Jones - Financial Advisor: Patrick W Sunday, CEPA® is a leading financial institution located in Armonk, New York. With a focus on providing personalized financial planning and investment services, our team is dedicated to helping individuals and families achieve their financial goals. As a Certified Exit Planning Advisor (CEPA®), Patrick W Sunday brings a wealth of expertise and experience to help clients navigate the complexities of financial planning and wealth management. Whether you are looking to plan for retirement, save for your children's education, or grow your investment portfolio, our team at Edward Jones is here to help you every step of the way. Visit us at 200 Business Park Drive to start your journey towards financial success today.

The Morris Group - Insurance & Financial Services is a finance and insurance agency located at 70 Old Byram Lake Road in Armonk, New York. Led by Robby Morris, the institution is dedicated to helping individuals, families, and businesses protect their loved ones, accumulate wealth to meet financial goals, and plan for a secure retirement. With a commitment to providing personalized services that meet the unique needs of each client, Robby Morris builds relationships based on trust and confidentiality. By offering a range of insurance and financial products, the institution helps clients implement effective plans and solutions to achieve their long-term financial objectives. Whether it's funding a child's education, protecting family members, or ensuring retirement security, The Morris Group is there to guide clients through the complex world of finance and insurance. With a focus on planning and strategic decision-making, Robby Morris helps clients take control of their financial futures and prepare for any surprises that may arise. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Robby Morris offers a comprehensive range of services to individuals in various states. With a thoughtful approach to financial matters, The Morris Group is dedicated to helping clients navigate life's financial challenges with confidence and peace of mind.

Boxer, Silva & Associates - Ameriprise Financial Services, LLC is a finance institution located at 200 Summit Lake Drive in Valhalla, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During an initial consultation, we provide an overview of financial planning concepts to determine what is most important to you. Please note that you will not receive written analysis or recommendations during this consultation. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. Our website provides important information about our corporate entities, rules and regulations, privacy and security measures, and how to protect yourself from email fraud. We are a member of FINRA and SIPC, and we appreciate the opportunity to assist your friends or family members with their financial goals. If you refer someone to us, they can expect to hear from us soon. Feel free to inform them in advance that we will be in touch. Thank you for considering Boxer, Silva & Associates - Ameriprise Financial Services, LLC for your financial needs.

Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC. As a finance institution, they specialize in providing comprehensive wealth management services to individuals, families, and businesses. Their team of experienced financial advisors work closely with clients to create personalized financial plans tailored to their unique goals and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hudson Peak Wealth Advisors is dedicated to helping you achieve financial success.

Lombardi and Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lombardi and Associates is dedicated to providing personalized financial planning and investment strategies tailored to each client's specific needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lombardi and Associates can help you navigate the complex world of finance with confidence.

Komich Capital Advisors is a finance institution located at 207 Hallock Road in Stony Brook, New York, United States. Specializing in helping families, businesses, and individuals grow and preserve wealth through custom investment strategies, Komich Capital Advisors takes the time to understand each client's financial goals and create a personalized roadmap to guide them on their financial journey. With a focus on avoiding taxes, protecting against unexpected events, and preparing for the future, Komich Capital Advisors offers independent financial advice to help clients maximize the impact of their savings on their families, community, and future quality of life. Contact us today to take the first step towards growing and protecting your wealth.

Tax Plus Services is a renowned accounting and finance institution located at 891 Mile Square Road in Yonkers, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax preparation, financial planning, and accounting needs. Our goal is to provide personalized and reliable services to ensure our clients achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment strategies, Tax Plus Services is here to help you navigate the complex world of finance with ease.

Scott A Lowman - Morgan Stanley is a leading financial institution located at 2000 Westchester Avenue in Harrison, New York. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, we strive to provide innovative solutions and expert advice to individuals, families, and businesses. Visit us today to learn more about how we can help you secure your financial future.

Harry & Julie Schroeder is a renowned institution located at 5744 New York 22 in Millerton, New York, United States. This institution is dedicated to providing high-quality education and resources to students of all ages. With a focus on academic excellence and personal growth, Harry & Julie Schroeder offers a wide range of programs and services to help students reach their full potential. Whether you're looking to further your education or enhance your skills, Harry & Julie Schroeder is the perfect place to achieve your goals.

Blueline West is a store located at 2 Halstead Avenue in Harrison, New York, United States. At Blueline West, we believe that hockey families define the character of our community. We have had the privilege to coach many individuals and serve numerous families with our products. If there is anything in our shop or warehouse that you think you can use, please do not hesitate to let us know. We are here to serve you and are always available to help. Our sister store, Blueline Sports Inc., is located in Darien, Connecticut, and you can contact them at 203-656-0324 or bluelinesportinc@aol.com. We can arrange to meet you at one of our shops, but please call or text us first. Thank you for being a part of our community at Blueline West.

The Law Offices of C. Antonio Delgado, located at 140 Broadway in New York City, offers expert legal services in a variety of practice areas. With a focus on providing personalized and dedicated representation, Attorney C. Antonio Delgado and his team are committed to advocating for their clients' rights and achieving favorable outcomes. Whether you are facing a criminal charge, dealing with a family law issue, or seeking assistance with estate planning, the experienced attorneys at this firm are here to help. Trust in the Law Offices of C. Antonio Delgado for professional and reliable legal representation in New York City.

The Law Offices of Gloria J D'Souza, PC, located at 1 Blue Hill Plaza in Pearl River, New York, is a trusted institution specializing in immigration services and protections. Whether you are looking to immigrate to the US, adjust your status, or obtain a Green Card through employment sponsorship, our experienced immigration attorney in New York can guide you through the process. We offer assistance with various visas, including work visas such as H-1B, L-1A, L-1B, O-1, TN, E-3, P-1, and Q-1, as well as EB-1, EB-2, EB-3, and EB-4 categories. Gloria J. D'Souza is a renowned Indian Immigration Lawyer in New York, providing legal representation for employment/business immigration and family immigration needs. Our dedicated team is committed to serving individuals, families, and businesses with trust and care, offering advice, consulting, representation, and a variety of services related to immigration, citizenship, and nationality law.

The Law Office of Joana Kaso, PLLC is a reputable legal institution located at 445 Hamilton Avenue in White Plains, New York. Led by experienced attorney Joana Kaso, the firm offers a wide range of legal services to clients in the United States. Specializing in various areas of law, including but not limited to family law, immigration law, and criminal defense, the dedicated team at this office provides personalized and strategic legal representation to help clients navigate through their legal challenges. With a commitment to excellence and client satisfaction, The Law Office of Joana Kaso, PLLC is a trusted partner for individuals seeking professional and effective legal solutions.

Douglas Stone is a reputable law firm located at 271 North Avenue in New Rochelle, New York. With a team of experienced lawyers, Douglas Stone specializes in various areas of law including personal injury, criminal defense, family law, and more. Clients can expect personalized and professional legal representation to help navigate through their legal matters. The firm is committed to providing excellent service and achieving the best possible outcomes for their clients.

The Law Office of Miriam Chocron, P.C. is a reputable institution located in Hicksville, New York, United States. Specializing in immigration law, our experienced attorney and staff are dedicated to providing strategic solutions and value-added services to our clients. With over 20 years of experience, we are confident in our ability to assist with a variety of immigration matters. Our mission is to deliver high-quality services while upholding the highest standards of professionalism and ethics. Our diverse team is fluent in Spanish, French, and English, ensuring effective communication with clients from different backgrounds. We prioritize integrity, honesty, and transparency in all our interactions, aiming to build long-term relationships based on trust and mutual respect.

The Law Offices of Carmelia Taylor, PLLC. is a reputable law firm located at 400 Post Avenue in Westbury, New York. Specializing in various legal matters, including family law, criminal defense, and personal injury cases, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are facing a divorce, criminal charges, or seeking compensation for an injury, our skilled attorneys are here to help navigate you through the legal process and fight for your rights. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Adams Unlimited, Inc is a versatile institution located at 40 Broadway in Hawthorne, New York, United States. This establishment offers a wide range of services including finance, furniture, home goods, jewelry, real estate, and retail products. Known for its diverse offerings, Adams Unlimited, Inc has been featured in popular TV shows and movies such as "Can You Ever Forgive Me," "The Family Fang," "30 Rock," "College Road Trip," "The Good Shepherd," "The Forgotten," "Girls," "Boardwalk Empire," "Little Children," "City Island," "Mercy," "Secret Life of Walter Mitty," "Tru Blu," and "Martha Stewart Living." Visit Adams Unlimited, Inc for all your needs under one roof.

The Law Office of Jonathan Victor PLLC is a trusted legal firm located in Pawling, New York. Specializing in various areas of law, including family law, criminal defense, and personal injury, our experienced team is dedicated to providing top-notch legal representation to our clients. With a focus on personalized attention and strategic advocacy, we strive to achieve the best possible outcomes for each case. Contact us at 88 New York 22 to schedule a consultation with our skilled attorneys.

Mc Laughlin & Stern LLP is a prestigious law firm located at 3304 Franklin Avenue in Millbrook, New York. With a team of experienced attorneys, they offer a wide range of legal services to individuals and businesses. Specializing in various areas of law, including corporate law, real estate law, and estate planning, Mc Laughlin & Stern LLP is dedicated to providing top-notch legal representation and personalized attention to their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Mc Laughlin & Stern LLP to provide expert advice and advocacy.

The Law Offices of Paolo Conte PLLC, located at 118 North Bedford Road in Mount Kisco, New York, is a trusted institution specializing in asset protection and wealth transfer strategies. With a focus on providing personalized and detailed legal counsel, clients can feel confident in making informed decisions. Paolo Conte, the lead attorney, is known for his knowledge, preparation, and ability to simplify complex legal matters for his clients. Whether it's estate planning or other legal services, Paolo and his team ensure that every detail is accounted for, giving clients peace of mind. With a reputation for patience, courtesy, and expertise in estate planning, Paolo Conte PLLC is a top choice for individuals and families looking for reliable legal representation. Contact them at their Mount Kisco location or their New York City office at One Grand Central Place for expert legal guidance.

Whitbeck Benedict & Smith LLP is a prestigious law firm located at 436 Union Street in Hudson, New York. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including family law, estate planning, and criminal defense, Whitbeck Benedict & Smith LLP is committed to providing top-notch legal representation and achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need legal advice, you can trust Whitbeck Benedict & Smith LLP to provide expert guidance and support.

The Law Office of Gordon B. Fine is a reputable legal institution located at 1940 Commerce Street in Yorktown Heights, New York. Specializing in various areas of law, Gordon B. Fine provides expert legal representation and guidance to clients in need of legal assistance. With a focus on professionalism, integrity, and client satisfaction, the Law Office of Gordon B. Fine is dedicated to serving the legal needs of individuals and businesses in the United States. Contact them today for experienced and reliable legal services.

John Ray & Associates is a reputable law firm located at 122 North Country Road in Miller Place, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with personal injury claims, family law matters, or real estate transactions, our firm is here to help. Trust John Ray & Associates to handle your legal needs with professionalism and expertise.

Levine & Montana is a reputable law firm located at 1019 Park Street in Peekskill, New York. With a team of experienced and dedicated lawyers, we provide top-notch legal services to individuals and businesses in need of representation. Our practice areas include personal injury, criminal defense, family law, and more. We are committed to advocating for our clients' best interests and achieving positive outcomes for their cases. Contact us today for a consultation and let us help you navigate the legal system with confidence.

Proto, Sachs & Brown, LLP is a renowned law firm located at 2127 Crompond Road in Cortlandt, New York. Specializing in criminal defense and family law, our team of experienced attorneys is dedicated to providing top-quality legal representation to clients throughout Westchester County and surrounding areas. With over 65 years of combined experience, our firm has a proven track record of success in the courtroom. Our attorneys have received numerous accolades and awards for their exceptional legal services, including the Avvo Clients’ Choice Award for Family Law and Criminal Defense. We have also co-authored national bestsellers on DWI and criminal defense, showcasing our expertise in these areas of law.

The Law Office of Peter Spino, Jr. is a finance and legal institution located at 128 Court Street in White Plains, New York, United States. Specializing in real estate related legal services, the firm assists clients with the sale and purchase of residential and commercial properties, foreclosure defense, loan modifications, short sales, deeds in lieu, business and commercial law, debt settlement, bankruptcy, and trust and estate work. Lead by Peter Spino, Jr., Esq., the firm has a strong focus on assisting homeowners in foreclosure or facing difficulties with mortgage payments in White Plains, Westchester County, and New York. With years of experience, Peter has successfully helped numerous clients save their homes through loan modifications, short sales, and other legal strategies.