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

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

Prescott Private Wealth, Inc. is a leading finance and insurance agency located at 451 Hoosick Street in Troy, New York, United States. With a strong reputation for providing personalized wealth management solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From retirement planning to insurance coverage, Prescott Private Wealth, Inc. offers a wide range of services tailored to meet the unique needs of each individual or business. Trust in us to secure your financial future and provide peace of mind for you and your loved ones. Contact us today to schedule a consultation and start building a solid financial foundation.

Sausville Benson Financial is a reputable finance institution located at 24 Aviation Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Sausville Benson Financial is committed to providing top-notch service and expertise. Visit us today to see how we can help you secure your financial future.

Next Financial is a finance institution located at 7 Mohawk Street in Cohoes, New York. Specializing in financial services, Next Financial offers a wide range of products and solutions to help individuals and businesses manage their money effectively. With a team of experienced professionals, Next Financial is dedicated to providing personalized and expert advice to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management, Next Financial is committed to helping you secure a stable financial future.

James Watkinson - RBC Wealth Management Financial Advisor is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, James Watkinson provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a strong focus on wealth management, James Watkinson offers expert advice and tailored solutions to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, James Watkinson - RBC Wealth Management Financial Advisor is dedicated to providing top-notch financial guidance and support.

La Vigne Financial is a reputable finance institution located at 636 Plank Road in New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment planning, wealth management, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how La Vigne Financial can help you reach your financial objectives.

Up One is a dynamic institution located at 136-17 39th Avenue in New York, United States. We are dedicated to providing top-notch education and training to help individuals reach new heights in their careers and personal development. Our experienced instructors and cutting-edge curriculum ensure that students receive the best possible education and skills to succeed in today's competitive job market. Whether you are looking to advance your career or pursue a new passion, Up One is the place to turn your dreams into reality. Join us and take the first step towards a brighter future!

The Towne Law Firm Albany Lawyers is a reputable legal institution located at 500 New Karner Road in Albany, New York. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in a variety of practice areas. Whether you need assistance with business law, real estate transactions, estate planning, or any other legal matter, our skilled lawyers are here to help. With a commitment to personalized attention and exceptional representation, The Towne Law Firm Albany Lawyers is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Gonzalez and Son Enterprises LLC is a reputable general contractor located at 87 Delevan Road in Eagle Bridge, New York, United States. With years of experience in the construction industry, we specialize in providing high-quality construction services for residential and commercial projects. Our team of skilled professionals is dedicated to delivering superior craftsmanship and customer satisfaction on every job. Contact us today for all your construction needs.

North Greenbush Associates is a prestigious institution located at 307 Troy Road in Rensselaer, New York. As a leading organization in the field, North Greenbush Associates is dedicated to providing top-quality services and support to its clients. With a team of highly skilled professionals, they offer a wide range of programs and resources to meet the diverse needs of individuals and families in the community. Whether you are seeking counseling, therapy, or other mental health services, North Greenbush Associates is committed to helping you achieve your goals and improve your overall well-being. Visit their location today to learn more about how they can assist you on your journey to better mental health.

Herzog Law Firm, P.C. is a reputable institution located at 7 Southwoods Boulevard in Albany, New York, United States. Specializing in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law, the firm has been serving the Greater Capital Region, Hudson Valley, and Adirondack Regions since 1946. With a team of experienced professionals, Herzog Law Firm offers individualized and knowledgeable counsel to help clients plan for their future. Services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives. The firm also provides valuable resources on topics such as Aging in Place, Life Estates, and Wills vs Trusts. Whether you already have an estate plan in place or are looking to start the planning process, Herzog Law Firm is here to assist. Schedule a free consultation today by calling 518-465-7581 or visiting their office at Corporate Woods in Albany.

William J. Better, P.C., Attorneys at Law is a general practice firm located in Kinderhook, New York. Specializing in areas such as land use, zoning and planning, defense of municipal violations, SEQRA process, and tax assessment grievances, our knowledgeable attorneys are well-versed in the legal matters of the Hudson Valley. Our goal is to work closely with our clients to create a customized plan that will lead to successful outcomes. If you are in need of legal assistance, consider contacting William J. Better, P.C. at 1 Albany Avenue, Kinderhook, NY 12106.

Richard J. Herrmann, Jr. Lawyer is a reputable legal institution located at 440 New York 146 in Clifton Park Center, New York, United States. Specializing in various areas of law, this institution offers expert legal services and representation for individuals and businesses alike. With a strong commitment to providing personalized attention and achieving favorable outcomes for their clients, Richard J. Herrmann, Jr. Lawyer is a trusted choice for all legal matters. Contact them today for professional and reliable legal assistance.

The Law Office of Daniel S. Glaser, PLLC is a reputable legal practice located at 9 Corporate Drive in New York, United States. Specializing in various areas of law, including but not limited to corporate law, real estate law, and estate planning, Daniel S. Glaser and his team provide expert legal advice and representation to their clients. With a focus on professionalism, integrity, and personalized service, this law office is committed to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.

Stockton, Barker & Mead, LLP is a prestigious law firm located at 433 River Street in Troy, New York, United States. Specializing in various areas of law, including corporate law, real estate law, and litigation, the firm is known for its experienced team of lawyers who provide expert legal advice and representation to clients. With a commitment to professionalism and excellence, Stockton, Barker & Mead, LLP is dedicated to achieving the best possible outcomes for their clients.

Caridi Payne & Associates LLC is a reputable law firm located in Latham, New York. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or business dispute, we are here to help. With a focus on personalized attention and strategic legal solutions, we strive to achieve the best possible outcome for our clients. Visit us at 21 British American Boulevard to learn more about how we can assist you with your legal needs.

Edward J. Phelps, Inc. is a reputable insurance agency located at 1 Malden Street in Nassau, New York, United States. With years of experience in the industry, they specialize in providing personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for home, auto, life, or business insurance, their team of knowledgeable agents is dedicated to helping you find the perfect coverage at competitive rates. Trust Edward J. Phelps, Inc. to protect what matters most to you.

The Heritage Group is a reputable health insurance agency located at 1184 Troy-Schenectady Road in Latham, New York. With a commitment to providing quality healthcare coverage and exceptional customer service, The Heritage Group is dedicated to helping individuals and families find the right insurance plans to meet their needs. Whether you are looking for medical, dental, or vision coverage, The Heritage Group offers a variety of options to choose from. Trust in The Heritage Group to help you navigate the complex world of health insurance and find a plan that suits your budget and lifestyle.

SIG Insurance Agency - A Relation Company is a leading insurance agency located at 5 Southside Drive in New York, United States. With a focus on building strong relationships with clients, we provide personalized insurance solutions to meet the unique needs of individuals and businesses. Our team of experienced agents is dedicated to helping clients navigate the complexities of insurance coverage and find the best policies to protect their assets. Whether you are looking for auto, home, life, or business insurance, SIG Insurance Agency is committed to providing exceptional service and peace of mind. Contact us today to learn more about how we can help you protect what matters most.

Sharp Jeanette P is a renowned health institution located at 732 Madison Avenue in Albany, New York, United States. With a focus on providing top-quality healthcare services, Sharp Jeanette P is dedicated to improving the health and well-being of its patients. The institution offers a wide range of medical services and treatments, delivered by a team of skilled and compassionate healthcare professionals. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Sharp Jeanette P is committed to providing personalized and effective healthcare solutions for all its patients.

The Lyden Group, LLC is a reputable insurance agency located at 282 Ushers Road in New York, United States. With a team of experienced professionals, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, The Lyden Group, LLC is dedicated to providing personalized solutions tailored to your specific requirements. With a commitment to excellent customer service and competitive rates, you can trust The Lyden Group, LLC to protect what matters most to you.

Madhavi Latha Kambam is a doctor specializing in health located at 258 Hoosick Street in Troy, New York, United States. Dr. Kambam is married with two daughters and enjoys spending her free time with her family cooking, reading, watching sports and movies. She also has a passion for exploring new places and participating in social service activities.

Crecer Inc is a leading health institution located at 4610 61st Street in New York, United States. We are dedicated to providing high-quality healthcare services to our community. Our team of experienced professionals offers a wide range of medical services to help individuals and families grow and thrive. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Crecer Inc is here to support your health and wellness journey. Visit us today to experience compassionate care in a welcoming environment.

Stephen A Johnston Law Office is a reputable legal institution located at 11 Oak Street in Plattsburgh, New York. Specializing in various areas of law, including criminal defense, personal injury, and family law, the office is known for its dedication to providing top-notch legal services to clients in the United States. With a team of experienced lawyers led by Stephen A Johnston, clients can expect professional representation and strategic legal solutions tailored to their individual needs. Whether you are facing a legal issue or seeking legal advice, Stephen A Johnston Law Office is committed to guiding you through the legal process with integrity and expertise.

Kevin Peryer Attorney At Law is a trusted legal firm located at 29 Track Side, Plattsburgh, New York, United States. With years of experience in the field of law, Kevin Peryer offers professional legal services to clients in need of expert representation. Specializing in various areas of law including criminal defense, family law, and personal injury, Kevin Peryer is dedicated to providing personalized attention and achieving the best possible outcomes for his clients. Whether you are facing a legal dispute or seeking legal advice, Kevin Peryer Attorney At Law is here to help. Contact us today to schedule a consultation.

The Law Offices of Cynthia L. O'Connell, Esq. is a reputable legal institution located at 10 Healey Avenue in Plattsburgh, New York, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate transactions, Attorney Cynthia L. O'Connell provides personalized and professional legal services to clients in need. With a commitment to excellence and a dedication to achieving the best possible outcomes for her clients, Attorney O'Connell is a trusted advocate in the legal community. Contact the Law Offices of Cynthia L. O'Connell, Esq. today for expert legal representation.

Cook & Breitenbach is a prestigious law firm located at 2749 Main Street in Crown Point, New York. With a team of experienced and dedicated lawyers, they provide top-notch legal services to their clients. Specializing in a variety of practice areas, including but not limited to, personal injury, family law, and estate planning, Cook & Breitenbach is committed to helping clients navigate the complex legal system with ease. Their reputation for excellence and professionalism makes them a trusted choice for legal representation in the United States.

FitzGerald Morris Baker Firth is a reputable full-service law firm located at 68 Warren Street in Glens Falls, New York. Established in 1936, our team of experienced and professional attorneys and staff work together to provide a wide range of legal services to individuals, corporations, insurance carriers, financial institutions, and public entities. Our practice areas include estate planning, elder law, real estate transactions, business formations, general litigation, insurance defense, civil rights, family law, personal injury, and environmental law. We are committed to delivering high-quality service and exceeding our clients' expectations.

Janney is a leading financial institution located at One 3rd Avenue in Whitehall, New York, United States. With a reputation for excellence and a commitment to personalized service, Janney offers a wide range of financial services to meet the needs of individuals, families, and businesses. Whether you're looking to invest for the future, plan for retirement, or secure a loan, Janney's team of experienced professionals is here to help you achieve your financial goals. Trust Janney to provide expert guidance and support as you navigate the complexities of the financial world.

Lighthouse Advisors, LLC is a financial advisory firm located at 543 Queensbury Avenue in Queensbury, New York. Our team of experienced professionals offers personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we strive to provide sound guidance and support to individuals and families seeking to build and protect their wealth. Contact us today to schedule a consultation and start planning for a secure financial future.