The 30 Best Family business strategic planning in New York City, New York

The Shelton Law Firm is a distinguished legal institution located at 7 Skyline Drive in Hawthorne, New York, United States. With a team of experienced attorneys, they provide expert legal services in various practice areas including personal injury, family law, estate planning, and real estate. Clients can expect personalized attention and dedicated representation to help them navigate the complexities of the legal system. The Shelton Law Firm is committed to achieving the best possible outcomes for their clients and upholding the highest standards of professionalism and integrity.

At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.

Linda M Toga Pc Law Offices is a reputable law firm located at 175 Main Street in Setauket- East Setauket, New York. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to excellence and a track record of success, Linda M Toga Pc Law Offices is dedicated to serving the legal needs of individuals and businesses in the United States.

Barbara Meehan is a health institution located at 40 West Main Street in Mount Kisco, New York, United States. This institution is dedicated to providing high-quality healthcare services to the community. With a team of experienced healthcare professionals, Barbara Meehan offers a wide range of medical services to meet the needs of patients. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Barbara Meehan is committed to helping you achieve optimal health and wellness. Visit us today to experience compassionate care in a welcoming and supportive environment.

Pojer Patricia A is a health institution located at 175 King Street in Chappaqua, New York. This institution provides a range of health services to patients in the area, including medical consultations, diagnostic tests, and treatment plans. The dedicated staff at Pojer Patricia A are committed to providing high-quality care and personalized attention to each patient. With a focus on promoting overall wellness and improving health outcomes, this institution is a trusted resource for individuals seeking medical assistance in the Chappaqua community.

The Law Offices of Charles J. Favata, PLLC is a reputable legal firm located at 800 Westchester Avenue in Rye Brook, New York. With years of experience and a strong track record of success, our team of dedicated attorneys is committed to providing high-quality legal services in various areas of law. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our firm is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Acocella Law Group is a renowned law firm located at 2900 Westchester Avenue in Harrison, New York, United States. Specializing in providing expert legal services, the firm is dedicated to helping clients navigate complex legal matters with professionalism and expertise. With a team of experienced lawyers, Acocella Law Group offers personalized representation and strategic counsel to individuals and businesses alike. Whether you are facing a legal dispute, need assistance with a contract, or require guidance on estate planning, Acocella Law Group is committed to delivering exceptional legal solutions tailored to your unique needs. Trust in the expertise and integrity of Acocella Law Group for all your legal needs.

Kommer Bave & Ciccone LLP is a well-established law firm located in White Plains, New York, with satellite offices in Manhattan, Scarsdale, Mt. Kisco, Greenwich, and Stamford. With over 45 years of experience, our skilled attorneys provide personalized attention to clients dealing with a wide range of legal matters, including personal injury claims, family law issues, estate planning, commercial and civil litigation, and real estate transactions. Our team of dedicated professionals work together to strategize and achieve the best possible results for our clients. Whether you need assistance in negotiating a settlement or representing you in court, Kommer Bave & Ciccone LLP is here to help. Contact us today for compassionate and competent legal assistance."

Laurence Kramer Law Offices is a well-respected law firm located at 84 Business Park Drive in Armonk, New York. Specializing in various areas of law, the dedicated team at Laurence Kramer Law Offices provides expert legal representation and guidance to clients in need. With a reputation for professionalism and integrity, this institution is committed to delivering top-notch legal services tailored to meet the individual needs of each client. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business matter, Laurence Kramer Law Offices is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Singleton Davis & Singleton is a prestigious law firm located at 120 Main Street in Mount Kisco, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, real estate, and business law, Singleton Davis & Singleton is dedicated to providing top-notch legal representation and excellent client service. Whether you are facing a complex legal issue or simply need legal advice, the skilled attorneys at Singleton Davis & Singleton are here to help.

AMY HOLMES LAW is a reputable law firm situated at 101 King Street in Chappaqua, New York. Our team of experienced attorneys is dedicated to providing top-notch legal services in various practice areas including family law, estate planning, real estate, and business law. With a commitment to personalized attention and strategic representation, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Symposium is a cozy and inviting restaurant located at 544 West 113th Street in the vibrant city of New York, New York. As an institution dedicated to serving delicious food, Symposium offers a diverse menu featuring a variety of culinary delights to satisfy every palate. Whether you're looking for a hearty meal or a light snack, Symposium has something for everyone. With its warm ambiance and friendly staff, Symposium is the perfect place to enjoy a meal with friends, family, or colleagues. Come visit us and experience the culinary excellence that has made Symposium a beloved institution in the heart of New York City.

Mazzille Hillmann & Thornton is a reputable insurance agency located at 1454 New York 22 in Brewster, New York. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Mazzille Hillmann & Thornton is dedicated to providing personalized solutions to protect what matters most to you. Contact them today to discuss your insurance needs and receive expert guidance and support.

Swiss Re Life & Health America is a leading insurance company located at 175 King Street in Armonk, New York. Specializing in life and health insurance solutions, they offer a wide range of products and services to meet the needs of individuals and families. With a reputation for excellence and a commitment to customer service, Swiss Re Life & Health America is dedicated to providing financial security and peace of mind to their clients. Contact them today to learn more about their insurance options and how they can help protect you and your loved ones.

Avanti Associates Ltd is a reputable health insurance agency located at 200 Business Park Drive in Armonk, New York. With a commitment to providing top-notch insurance services, Avanti Associates Ltd offers a wide range of health insurance options to meet the diverse needs of individuals and families. Their team of experienced professionals is dedicated to helping clients find the best coverage at competitive rates. Whether you are looking for individual health insurance or group plans for your business, Avanti Associates Ltd is here to help you navigate the complex world of insurance and find a solution that fits your needs. Contact them today to learn more about their services and how they can assist you in securing the right health insurance coverage.

LOFASO Enterprises is a leading health and insurance agency located at 10 Overlook Drive in Valhalla, New York, United States. With a commitment to providing top-notch services and solutions, LOFASO Enterprises offers a wide range of health and insurance products to meet the needs of individuals and families. Our experienced team of professionals is dedicated to helping clients navigate the complexities of the healthcare and insurance industries, ensuring they receive the coverage and support they need. Trust LOFASO Enterprises to provide you with expert guidance and personalized solutions for all your health and insurance needs.

Federmann Financial Advisors Inc is a finance institution located at 745 Route 25A in Rocky Point, New York, United States. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of financial planning and investment management. We offer personalized services tailored to meet the unique needs and goals of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Federmann Financial Advisors Inc is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Dow Richard is a renowned health institution located at 145 River Road in Nyack, New York, United States. Specializing in providing top-notch medical care and wellness services, Dow Richard is committed to improving the health and well-being of its patients. With a team of highly skilled healthcare professionals and state-of-the-art facilities, the institution offers a wide range of medical services to meet the diverse needs of its patients. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Dow Richard is dedicated to providing exceptional healthcare services to help you live a healthier and happier life.

Jerry L. Statman is a renowned dentist institution located at 105 Theodore Fremd Avenue in Rye, New York, United States. Specializing in providing state-of-the-art dentistry for the entire family, the team at Rye Family Dentistry is dedicated to offering the most effective treatment possible in a nurturing and comfortable environment. Dr. Statman, along with Dr. Maloney and Dr. Avendano, are experienced professionals who are committed to ensuring that every patient receives high-quality dental care tailored to their unique needs. With over 30 years of experience, Dr. Statman specializes in restoring dental implants and has a strong passion for helping patients of all ages achieve optimal oral health. Dr. Maloney, on the other hand, has a background in effective writing for healthcare and is actively involved in community outreach. Dr. Avendano, a member of the American Dental Association, is dedicated to building lasting relationships with her patients and staying informed on the latest dental research and treatment options. Patients have praised the friendly and knowledgeable staff at Rye Family Dentistry for making them feel comfortable and at ease during their visits. As a proud member of various dental associations, the institution stays up to date on the latest in dental technology to ensure a satisfying experience for all patients. Visit Jerry L. Statman at Rye Family Dentistry for all your family and cosmetic dental needs.

Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.

Robert J. McNamara Financial Consultants, located at 132 South Swan Street in Albany, New York, is a finance institution dedicated to helping individuals plan for their financial future with ease and confidence. While planning a vacation may seem more exciting, planning for retirement can often be overwhelming and intimidating. However, with the expert guidance of Robert J. McNamara Financial Consultants, you can approach your financial planning with excitement and anticipation. Our team is committed to helping you navigate the uncertainties and fears that often come with retirement planning, ensuring that you and your family can look forward to your upcoming years with confidence. We understand that financial planning is often overlooked, but it is one of the most important things you can do for yourself and your loved ones. With our assistance, you can achieve your future financial goals and enjoy peace of mind knowing that we have your back every step of the way.

Goldman Sachs Ayco Personal Financial Management is a finance institution located at 100 Coliseum Drive in Cohoes, New York, United States. They offer personalized financial management services to help individuals and families achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Goldman Sachs Ayco Personal Financial Management provides expert guidance and tailored solutions to help clients secure their financial futures. Their team of experienced professionals is dedicated to delivering top-notch service and support to ensure their clients' financial success.

The Mohawk Valley Group - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and investment opportunities to individuals and businesses in the Mohawk Valley region. With a team of experienced professionals and a commitment to providing personalized financial solutions, The Mohawk Valley Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Steward Partners is a leading finance institution located at 677 Broadway in Albany, New York, United States. Offering a wide range of financial services, including wealth management, investment advisory, and retirement planning, Steward Partners is committed to helping clients achieve their financial goals. With a team of experienced financial advisors and a client-centric approach, Steward Partners provides personalized solutions to meet the unique needs of each individual or business. Visit us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Kelsey B Irwin, located at 26 Century Hill Drive in Latham, New York, is dedicated to understanding your values and life goals to help you plan your legacy. Kelsey Irwin, a Certified Financial Planner with a Masters in Business Administration, provides tailored wealth strategies for individuals and families. The team at Franke, Stento, Mohan & Irwin offers big-picture vision and attention to detail to simplify the complexities of significant wealth. With Merrill Personal Wealth Analysis™, they create personalized plans focused on your goals. By utilizing the Investment Personality Assessment, they customize financial approaches to help you pursue what matters most. Kelsey Irwin aims to connect you to the people, plan, and process that fit your unique ambitions, helping you achieve your personal goals and manage your wealth effectively. With regular check-ins and adjustments, they ensure you stay on track to reach your objectives. Through one-on-one relationships and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors prioritize your needs and guide you towards financial success.

Siena Private Wealth is a prestigious financial institution located at 5 Chatham Street in Kinderhook, New York. Our team of experienced professionals offers personalized wealth management services to individuals, families, and businesses. We are dedicated to helping our clients achieve their financial goals through strategic planning, investment management, and risk mitigation. At Siena Private Wealth, we prioritize building long-term relationships based on trust, integrity, and transparency. Contact us today to learn more about how we can help you secure your financial future.

Hartmann Financial Group LLC is a finance institution located at 2 Howard Place in Delmar, New York, United States. We specialize in providing comprehensive financial services to our clients, including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial planning. Contact us today to learn more about how we can help you secure your financial future.

Hedley & Co, PLLC Certified Public Accountants is a trusted institution located at 1593 U.S. 9, Clifton Park, New York, United States. Specializing in accounting and finance, we offer expert guidance on tax planning, resolving tax issues, and business growth strategies. With a focus on personalized service, we understand the challenges of balancing business and family, and are dedicated to helping you succeed every step of the way. Our experienced team, with a diverse client base, brings fresh ideas to help your business thrive. We are committed to serving the Saratoga County and Capital Region community, and show our appreciation through our 20th anniversary giving program. Contact us today to see how we can support your financial goals and become your firm for all seasons.

NPA Financial is an insurance agency located at 1407 U.S. 9 in Clifton Park, New York, United States. We specialize in providing a wide range of insurance products and services to meet the needs of our clients. Our experienced team of professionals is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, NPA Financial is here to help you find the right coverage at the right price. Contact us today to learn more about how we can assist you with your insurance needs.

Lawrence Friedrich is a trusted health institution located at 15 Coleman Street in Chatham, New York. Specializing in pharmacy services, this store offers a wide range of medications and health products to meet the needs of the community. With a team of knowledgeable and friendly staff, Lawrence Friedrich is committed to providing top-notch customer service and expert advice on health and wellness. Whether you're looking for prescription medications or over-the-counter remedies, you can count on Lawrence Friedrich to provide quality care and convenience in one location.