TOP 30 Family business succession in New York

Welcome to Diane Robinson: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions. Conveniently located at 4250 Veterans Memorial Highway in Holbrook, New York, our dedicated team is committed to helping you achieve financial security and peace of mind. At Diane Robinson: Primerica, we offer a comprehensive range of financial services tailored to meet the unique needs of individuals and families. Our expertise includes life insurance, investment strategies, retirement planning, and debt management. We take pride in our client-focused approach, ensuring personalized solutions that align with your financial goals and aspirations.

Welcome to Matarazzo Staiger Wealth Management, your trusted partner in financial success, conveniently located at 640 Johnson Avenue, Bohemia, New York. We are dedicated to providing personalized financial solutions to help you achieve your financial goals and secure your future. Our team of experienced professionals offers a comprehensive range of services, including investment management, retirement planning, estate planning, and tax strategies. At Matarazzo Staiger Wealth Management, we pride ourselves on building lasting relationships with our clients, offering tailored advice and guidance to navigate the complexities of the financial world. Discover the difference of working with a team that truly cares about your financial well-being. Contact us today to schedule a consultation and take the first step towards a prosperous future.

Welcome to Ehli & Associates Wealth Management, your trusted partner in financial success. Located at 640 Johnson Avenue, Bohemia, New York, our firm is dedicated to helping individuals, families, and businesses achieve their financial goals with confidence. With years of experience in the finance industry, our team of expert advisors offers personalized wealth management services tailored to meet your unique needs. Whether you're planning for retirement, managing investments, or seeking comprehensive financial planning, we provide insightful guidance and innovative strategies to secure your financial future. At Ehli & Associates, we prioritize building lasting relationships with our clients, ensuring that your financial journey is as smooth and rewarding as possible. Visit us today and discover how we can help you pave the way to financial prosperity.

Welcome to David Rey Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 4250 Veterans Memorial Highway, Holbrook, New York, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At David Rey Financial Group, we specialize in a comprehensive range of financial services, including investment management, retirement planning, tax strategies, and estate planning. Our experienced advisors are committed to delivering expert guidance and exceptional service to help you achieve financial success and peace of mind.

Welcome to Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLC, where your financial goals are our priority. Located at 640 Johnson Avenue, Bohemia, New York, our mission is to help you navigate the complexities of financial planning with confidence and clarity. Whether you're saving for a child's education, planning for a fulfilling retirement, or making informed investment choices, we offer personalized advice tailored to your unique needs. Our comprehensive approach ensures that you are prepared for both the expected and unexpected events in life, empowering you to feel more confident, connected, and in control of your financial future. We invite you to schedule an initial consultation, where we will discuss key financial planning concepts without providing written analysis or recommendations.

Welcome to R.W. Rogé & Company, your trusted partner in financial excellence located at 1 Corporate Drive, Bohemia, New York. With decades of experience in the finance industry, we are committed to helping individuals and businesses achieve their financial goals through personalized and strategic guidance. Our team of seasoned professionals offers a comprehensive range of services, including investment management, financial planning, retirement solutions, and wealth management. At R.W. Rogé & Company, we pride ourselves on building long-lasting relationships with our clients, ensuring that their financial future is secure and prosperous. Discover the difference that dedicated expertise and a client-centric approach can make. Visit us today and take the first step toward financial success.

Welcome to DCAP Insurance/The Tax Zone, your trusted partner in accounting, finance, and insurance solutions, conveniently located at 1420 Montauk Highway, East Patchogue, New York. Our dedicated team is committed to delivering personalized and comprehensive services to meet all your financial and insurance needs. At DCAP Insurance/The Tax Zone, we understand the importance of safeguarding your assets and ensuring your financial well-being. Whether you are seeking reliable insurance coverage, expert tax preparation, or sound financial advice, our experienced professionals are here to guide you every step of the way. Our services are tailored to accommodate the unique needs of individuals, families, and businesses in the East Patchogue community and beyond.

Rechler Equity Company/Island Hills Plan Welcome to Rechler Equity Company, a premier finance firm located at 458 Lakeland Avenue, Sayville, New York. As a trusted name in the industry, we are dedicated to providing innovative financial solutions that drive growth and success for our clients. Our Island Hills Plan is a testament to our commitment to excellence, offering tailored financial strategies that meet the unique needs of each client.

Welcome to Osaic Wealth Inc., your trusted partner in financial success, located at 868 Church Street, Bohemia, New York. As a premier financial services firm, Osaic Wealth Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive wealth management solutions. Our team of experienced financial advisors is committed to providing expert guidance and tailored strategies that align with your unique needs and aspirations. At Osaic Wealth Inc., we understand that financial planning is a lifelong journey. Whether you are planning for retirement, managing investments, or securing your family's financial future, we are here to support you every step of the way. Our services include investment management, retirement planning, tax-efficient strategies, estate planning, and more. We pride ourselves on building long-term relationships with our clients based on trust, integrity, and excellence.

Welcome to Chase Bank, located at 1 Station Drive, Wyandanch, New York 11798, where your financial needs are our priority. As a leading provider in the realms of ATM, banking, and finance, we offer a wide range of services tailored to meet both personal and business banking requirements. At Chase, we understand the importance of personalized financial solutions. With our Business Banking services, you will receive expert guidance from a team of professionals dedicated to enhancing your cash flow, offering credit solutions, and managing payroll efficiently. Our suite of services includes online and mobile banking, business credit cards, and specialized payment acceptance solutions to support your business growth.

Welcome to Raymond James Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 1320 Montauk Highway, Oakdale, New York, our firm is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At Raymond James Financial Services, we pride ourselves on our commitment to excellence and integrity. Our experienced team of financial advisors is here to guide you through every step of your financial journey, offering expert advice in investment management, retirement planning, estate planning, and more. Whether you're an individual investor, a family, or a business owner, we understand that your financial aspirations are as unique as you are.

Welcome to Scott File - State Farm Insurance Agent, your trusted local insurance agency located at 102 Carleton Avenue, Islip Terrace, New York 11752. As a second-generation State Farm agent, Scott File continues a proud family tradition of serving the Islip community since 1968. With 35 years of experience in claims, the legal department, and as an agent, Scott offers invaluable insights to help you select the right insurance products and coverage tailored to your specific needs. Our dedicated team is committed to helping you manage the risks of everyday life, recover from the unexpected, and achieve your financial goals. Whether you're exploring health insurance options, seeking advice on auto maintenance, or considering life insurance and annuities, we are here to guide you every step of the way. We pride ourselves on delivering quality service and building strong relationships based on mutual trust and integrity.

Welcome to Edward Jones - Financial Advisor: Scot A Krempa, your trusted partner in navigating your financial journey. Conveniently located at 209 West Main Street, Sayville, New York, we are dedicated to providing personalized financial advice and strategies tailored to your unique needs and goals. At Edward Jones, we understand that planning your financial future is a significant step. Our Starting Point tool is designed to help you take those crucial first steps with confidence. Additionally, our "My Priorities" quiz is an invaluable resource for identifying your financial priorities, serving as a foundational element in crafting a comprehensive financial strategy.

Welcome to The Mortgage Outlet, your trusted partner in navigating the mortgage landscape since 1987. Conveniently located at 280 West Main Street, Sayville, New York, we are a family-owned and operated business dedicated to serving our community with integrity and expertise. With over $500 million in mortgage loans originated, our track record speaks volumes about our commitment to excellence. At The Mortgage Outlet, we believe that a satisfied client is our best form of advertising. Our philosophy is simple: combine competitive mortgage products with unparalleled customer service and industry knowledge that is rare in today’s market. Our team, led by David Bailey (NMLS #3458) and Erika Bailey (NMLS #217190), is dedicated to guiding you through every step of the loan process, ensuring a smooth and successful experience.

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 Dime Community Bank, your trusted financial partner located at 1500 Brecknock Road, Greenport West, New York 11944. As a leading provider of banking and financial services, we are committed to serving the diverse needs of our community with integrity and excellence. Whether you are looking to manage your personal finances, grow your business, or plan for the future, Dime Community Bank offers a comprehensive range of services tailored to meet your unique goals. Our state-of-the-art ATMs provide convenient access to your accounts, allowing you to perform transactions quickly and securely at any time. Our friendly and knowledgeable staff are dedicated to delivering exceptional customer service and personalized financial solutions. From checking and savings accounts to loans and investment opportunities, we are here to help you navigate your financial journey with confidence.

Welcome to Dime Community Bank, conveniently located at 21 North Ferry Road, Shelter Island, New York. As a trusted financial institution, we are dedicated to providing exceptional banking services that cater to your personal and business needs. Whether you're looking to manage your finances, secure a loan, or simply access our ATM services, our friendly and knowledgeable staff are here to assist you every step of the way. At Dime Community Bank, we prioritize your financial well-being and strive to offer solutions that are both comprehensive and tailored to your unique situation. Visit us today to experience the personalized service and community-focused approach that sets us apart. Your journey towards financial success starts here.

Welcome to The Simmons Point Group of Janney Montgomery Scott, your trusted partner in financial services located at 1116 Main Road, Riverhead, New York. We specialize in providing personalized financial advice and investment solutions tailored to meet the unique needs of each client. Our dedicated team of experienced professionals is committed to helping you achieve your financial goals through comprehensive wealth management, retirement planning, and investment strategies. At The Simmons Point Group, we pride ourselves on building long-term relationships based on trust, integrity, and exceptional service. Whether you're planning for retirement, managing your investments, or seeking guidance on financial planning, we are here to support you every step of the way. Visit us to discover how we can help you secure a prosperous financial future.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to Janis Bronstein, your trusted partner in finance, located at 2287 Montauk Highway, Bridgehampton, New York. We specialize in providing personalized financial services to meet the unique needs of individuals and businesses in our community. With a commitment to excellence and integrity, our experienced team offers a comprehensive range of services, including financial planning, investment management, and tax advisory. At Janis Bronstein, we understand the complexities of the financial landscape and are dedicated to helping you achieve your financial goals with confidence. Visit us today to discover how we can support your financial journey with expertise and a personal touch.

Welcome to Merrill Lynch Financial Advisor Eugene Christensen, your trusted partner in navigating the complex world of finance. Conveniently located at 450 Old Country Road, Riverhead, New York, our office is dedicated to providing personalized financial guidance and comprehensive wealth management solutions tailored to meet your unique needs and goals. With years of experience in the financial industry, Eugene Christensen is committed to helping individuals, families, and businesses achieve financial success through strategic planning and informed decision-making. Whether you're looking to invest for the future, plan for retirement, or manage your wealth, our expert services are designed to empower you with confidence and clarity.

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 Lisa J Zarro - 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 investment strategies and wealth management solutions tailored to meet your unique financial goals. With a commitment to excellence and a client-focused approach, Lisa J Zarro leverages extensive industry expertise to guide you through the complexities of financial planning. Whether you're planning for retirement, seeking investment advice, or looking to secure your financial future, our team is here to help you navigate every step of the way. Discover how Lisa J Zarro - Morgan Stanley can empower you to achieve your financial aspirations with confidence and clarity. Visit us today to learn more about our comprehensive suite of services designed to support your financial journey.

Welcome to The Gardiners Bay Group at Morgan Stanley, located in the heart of Riverhead, New York. Nestled at 611 East Main Street, our team is dedicated to providing exceptional financial services to individuals, families, and businesses in the local community and beyond. As part of the prestigious Morgan Stanley network, we offer a wide range of financial solutions tailored to meet your unique needs and goals. Our experienced professionals are committed to delivering personalized investment strategies, wealth management, and financial planning services with the utmost integrity and expertise. At The Gardiners Bay Group, we pride ourselves on building lasting relationships with our clients, helping them navigate the complexities of the financial world with confidence. Visit us today to discover how we can assist you in achieving financial success and security.

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 Brian Leiser - Raymond James, your trusted partner in financial planning and investment management, located at 209 West Main Street, Riverhead, New York. Serving the Riverhead community and beyond, we are dedicated to helping individuals and businesses achieve their financial goals with personalized strategies and expert guidance. At Brian Leiser - Raymond James, we understand that financial planning is not a one-size-fits-all endeavor. Our experienced team is committed to providing tailored solutions that align with your unique needs and aspirations. Whether you're planning for retirement, managing investments, or seeking advice on wealth management, we offer a comprehensive range of services designed to help you navigate the complexities of today's financial landscape.

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.