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

Shane Racette - TD Wealth Financial Advisor is a trusted financial institution located at 714 State Route 3 in Plattsburgh, New York. As a dedicated financial advisor, Shane Racette provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Shane Racette offers expert advice on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Shane Racette - TD Wealth Financial Advisor is committed to providing you with the guidance and support you need. Contact Shane Racette today to schedule a consultation and take the first step towards a secure financial future.

KMG Services, LLC is a health and insurance agency located at 1710 U.S. 9 in South Glens Falls, New York. We specialize in providing comprehensive health insurance solutions to individuals and families, as well as businesses of all sizes. Our experienced team is dedicated to helping our clients find the best coverage options to meet their unique needs and budget. With a focus on customer service and personalized attention, KMG Services, LLC is committed to ensuring our clients have the peace of mind that comes with having quality health insurance coverage. Contact us today to learn more about how we can help you protect your health and financial well-being.

Lyons Glenn P is a reputable doctor's office located at 96 Court Street in Plattsburgh, New York. Our dedicated team of healthcare professionals is committed to providing top-quality medical care to patients in the local community. Whether you need a routine check-up, treatment for an illness, or ongoing management of a chronic condition, Lyons Glenn P is here to help. With a focus on personalized care and patient education, we strive to promote overall wellness and improve the health of our patients. Schedule an appointment with us today and experience the difference our compassionate and skilled team can make in your healthcare journey.

Schaack, Nelson & Courtis is a reputable law firm located at 31 South Erie Street in Mayville, New York. With a team of experienced and dedicated lawyers, they provide high-quality legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, and estate planning, Schaack, Nelson & Courtis is committed to delivering professional and reliable representation to their clients. Whether you are facing a legal dispute or need assistance with legal matters, this institution is here to help you navigate the complexities of the legal system.

Jackson Craig is a reputable law firm located at 500 Pine Street in Jamestown, New York, United States. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients. Our practice areas include personal injury, criminal defense, family law, and more. We are committed to delivering professional and effective representation to help our clients achieve the best possible outcome. Contact us today for expert legal assistance.

Randall S. Lewis, Esq. is a reputable law firm located at 1 Falconer Street in Frewsburg, New York. Specializing in various areas of law, including personal injury, family law, and estate planning, the firm is dedicated to providing high-quality legal services to clients in the United States. With a team of experienced attorneys led by Randall S. Lewis, Esq., clients can expect professional representation and personalized attention to their legal needs. Whether you are seeking legal advice or representation, Randall S. Lewis, Esq. is committed to helping you navigate the complexities of the legal system with integrity and expertise.

Aswad & Ingraham is a prestigious institution located at 46 Front Street in Binghamton, New York. Specializing in providing top-notch legal services, the firm is known for its dedication to excellence and commitment to serving its clients with integrity and professionalism. With a team of highly skilled attorneys, Aswad & Ingraham offers a wide range of legal services including corporate law, real estate law, family law, and more. Whether you are in need of legal advice or representation, Aswad & Ingraham is the go-to firm for all your legal needs.

Fabrizio Law Offices is a reputable law firm located at 84 Court Street in Binghamton, New York. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Fabrizio Law Offices is here to help. With a commitment to excellence and a track record of success, you can trust in their expertise and professionalism to guide you through your legal issues. Contact Fabrizio Law Offices today for a consultation.

Robert S. Beehm, Attorney at Law is a reputable legal institution located at 84 Court Street in Binghamton, New York, United States. Specializing in various areas of law, including but not limited to criminal defense, family law, and personal injury cases, Robert S. Beehm is a dedicated and experienced lawyer who provides top-notch legal representation to his clients. With a strong track record of successful outcomes and a commitment to serving the community, Robert S. Beehm, Attorney at Law is a trusted choice for all your legal needs.

Coughlin & Gerhart, LLP is a reputable law firm located at 65 West Front Street in Hancock, New York. With a team of experienced lawyers, they offer a wide range of legal services to clients in the United States. Whether you are seeking representation for personal injury cases, real estate transactions, or business law matters, Coughlin & Gerhart, LLP is dedicated to providing high-quality legal assistance tailored to your individual needs. Contact them today for expert legal guidance and representation.

Wolfe William J is a reputable law firm located at 15 East Main Street in Port Jervis, New York. Specializing in various legal services, the institution is known for its experienced attorneys who provide expert guidance and representation to clients in need of legal assistance. With a commitment to integrity and professionalism, Wolfe William J is dedicated to delivering top-notch legal solutions to individuals and businesses in the United States. Contact them today for all your legal needs.

John V Janusas Attorney & Counselor At Law is a reputable legal institution located at 17 North Main Street in Liberty, New York, United States. With a focus on providing expert legal advice and representation, John V Janusas is dedicated to helping clients navigate the complexities of the legal system. Whether you are in need of legal counsel for a personal injury case, real estate transaction, or estate planning, John V Janusas Attorney & Counselor At Law is committed to providing top-notch service and achieving the best possible outcome for their clients.

The Law Offices of Cindy L. Barber is a reputable legal institution located at 10 Hamilton Avenue in Monticello, New York. Specializing in various areas of law, including family law, criminal defense, and estate planning, Attorney Cindy L. Barber and her team are dedicated to providing expert legal representation and personalized service to their clients. With a commitment to achieving the best possible outcomes for each case, the Law Offices of Cindy L. Barber is a trusted choice for individuals in need of professional legal assistance in the United States.

Blustein, Shapiro, Frank & Barone, LLP is a prestigious law firm located at 449 Broadway in Monticello, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in areas such as real estate law, estate planning, and business law, the firm is known for their dedication to achieving favorable outcomes for their clients. Whether you are in need of legal advice or representation, Blustein, Shapiro, Frank & Barone, LLP is committed to providing top-notch service and expertise.

Cents-Able Solutions, LLC is a trusted general contractor located at 1710 New York 41 in Deposit, New York. With years of experience in the industry, our team is dedicated to providing high-quality construction and renovation services at competitive prices. Whether you're looking to build a new home, remodel your kitchen, or upgrade your commercial space, we have the skills and expertise to bring your vision to life. Contact us today to learn more about how Cents-Able Solutions, LLC can help with your next project.

Synergy Of Monticello Inc is a leading mental health care institution located at 2 High Street, Monticello, New York, United States. Our commitment is to provide the most comprehensive and contemporary mental health care available, combining recent knowledge about the brain with clinical wisdom accumulated over the past 150 years. Treatment plans may include medication, psychotherapy, stress reduction strategies, and lifestyle changes tailored to individual needs. We offer Transcranial Magnetic Stimulation (TMS) for Treatment Resistant Depression, covered by most insurances. Our services also include chemical dependency treatment, individual or family counseling, medication management, and child psychiatry. Patients choose us for our expertise in a wide range of mental health areas, from young children to adults. Please note we do not accept MVP Health Members receiving SSI benefits or Workmen’s Comp.

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.

Saxton, Kocur and Associates, LLP is an accounting and finance institution located at 301 East 2nd Street in Jamestown, New York, United States. Our mission is to establish lasting client relationships and operate with a strong sense of integrity. We are dedicated to helping our clients and staff reach their personal and business objectives. Our services include auditing and attestation, tax preparation and planning, business accounting, payroll, financial statements, new business formations, estates and trusts, and resolving tax issues. Visit us in Jamestown for all your accounting and financial needs.

Faithward Advisors is a reputable finance institution located at 4100 Vestal Road in Vestal, New York, United States. With a team of experienced financial advisors, Faithward Advisors offers 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 navigate complex financial decisions, Faithward Advisors is committed to providing expert guidance and support every step of the way. Trust in Faithward Advisors to help secure your financial future.

Northwestern Mutual, located at 99 Hawley Street in Binghamton, New York, is a finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current priorities with future aspirations, all at no cost to the client. With top ratings from major agencies and recognition for customer experience, Northwestern Mutual provides a wide range of financial options, including investments and insurance, tailored to each client's unique needs. Their holistic approach to financial planning takes into account all aspects of a client's life, guiding them through major life events and helping them reach their goals with confidence. Through a commitment to diversity and inclusion, Northwestern Mutual strives to create a culture of respect and recognition for employees, advisors, clients, and communities. With a focus on growth, protection, and income in retirement, Northwestern Mutual offers a comprehensive range of financial solutions to help clients live the life they've always wanted.

Onofry Financial Services is a reputable finance institution located at 17 East Main Street in Port Jervis, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, tax preparation, and insurance services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn how we can help you with your financial needs.

Select Wealth Partners is a leading finance institution located at 12 Evergreen Drive in Middletown, New York, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, Select Wealth Partners is committed to providing expert guidance and exceptional service. Contact us today to start building a secure financial future.

Feehan Financial Services - Northwestern Mutual is a reputable finance and insurance agency located at 99 Hawley Street in Binghamton, New York, United States. With a focus on helping individuals and businesses achieve their financial goals, the institution offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to help clients secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Feehan Financial Services - Northwestern Mutual is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

John Hancock Financial Network is a leading financial institution located at 199 State Street in Binghamton, New York. As a part of the John Hancock family, this institution offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise in the finance industry, John Hancock Financial Network is dedicated to providing top-notch financial solutions to its clients. Whether you are looking for investment advice, retirement planning, or insurance services, you can trust John Hancock Financial Network to provide you with personalized and professional assistance.

Kerr Financial Group is a leading finance institution located at 168 Water Street in Binghamton, New York, United States. With a strong reputation for providing expert financial advice and services, Kerr Financial Group is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced team at Kerr Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.

Teresa Lee Flynn is a financial advisor at Ameriprise Financial Services, LLC located at 1550 Vestal Parkway East in Vestal, New York, United States. She offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Teresa helps clients track their progress towards financial goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. To learn more and schedule a complimentary initial consultation, visit Teresa's office or contact her. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Teresa is registered to conduct securities business in certain states. Referrals are welcome, and Teresa looks forward to helping friends and family members achieve their financial goals.

Moscato & Associates Inc. is a health insurance agency located at 609 East Main Street in Endicott, New York. Since 1994, we have been assisting small businesses, families, and retirees in Central New York and the Southern Tier region with making informed decisions about insurance. Whether you need help with employee health insurance for your small business, understanding Medicare options, or finding individual medical insurance, we have the experience and expertise to guide you through the process. We specialize in group insurance products, individual medical insurance, and Medicare plans, and can access a variety of insurance products to best suit your needs. Our agency focuses solely on life, medical, and employee benefit insurance, ensuring that we provide specialized and personalized service to our clients. Ed, the founder of Moscato & Associates, has over 30 years of experience in the insurance industry and is dedicated to helping clients navigate the complexities of insurance. Contact us today to learn more about how we can help you with your insurance needs.

Harris Lyn is a renowned health institution located at 500 Pine Street in Jamestown, New York, United States. With a commitment to providing exceptional healthcare services, Harris Lyn offers a wide range of medical treatments and therapies to meet the needs of patients. The institution is known for its compassionate care, experienced medical staff, and state-of-the-art facilities. Whether you are seeking routine medical care or specialized treatment, Harris Lyn is dedicated to helping you achieve optimal health and well-being.

Intuitive Strengths, LLC is a health institution located at 423 East Main Street, Endicott, New York, United States. The institution's mission is to help people navigate their most important relationships, whether it be with themselves, others, or God. They offer a multi-faceted approach to counseling that respects the dignity of each individual, leverages their strengths, and helps develop life rhythms that are tailored to their unique personality and context. The team at Intuitive Strengths, LLC consists of compassionate and down-to-earth people-helpers who are dedicated to walking alongside others on their journey to becoming healthy and whole. They offer a variety of therapeutic approaches, including Cognitive-Behavioral Therapy, Cognitive Processing Therapy, and Dialectical Behavioral Therapy, to address a range of mental health conditions, with a specialization in trauma-related disorders.

Barrie Jacobsen is a counseling institution located on Main Street in Narrowsburg, New York, United States. The vision of this institution is to establish a fair and honest relationship with clients based on integrity and trust. Barrie Jacobsen prioritizes the well-being and healing of individuals over profit, and aims to provide support and encouragement for clients to live a fulfilling and happy life. The institution offers individual, family, and couples counseling from the comfort of your own home. Barrie Jacobsen operates on a pay-what-you-can pricing model, with a standard rate of $250 for a 50-minute session. Clients are encouraged to determine what they are able to pay, without the need for financial documents or income information. While not participating with insurance companies, clients may choose to submit invoices for reimbursement. Sessions are held virtually and can be scheduled weekly, biweekly, or monthly as needed.