TOP 30 Family business succession in New York

Buckner George is a renowned health institution located at 1392 Albany Post Road in Croton-on-Hudson, New York. With a commitment to providing top-quality healthcare services, Buckner George offers a wide range of medical treatments and services to its patients. The institution is staffed with highly skilled healthcare professionals who are dedicated to providing personalized care and ensuring the well-being of all patients. Whether you are in need of routine medical check-ups or specialized treatments, Buckner George is the go-to destination for all your healthcare needs.

Richards and Jurusik Immigration Lawyers is a reputable law firm located at 42 Delaware Avenue in Buffalo, New York. Specializing in immigration law, their team of experienced attorneys provides expert legal advice and representation for individuals navigating the complexities of the immigration process. With a commitment to personalized service and a track record of successful outcomes, Richards and Jurusik Immigration Lawyers is a trusted resource for those seeking assistance with visas, green cards, citizenship applications, and other immigration matters. Contact them today for professional guidance and support in achieving your immigration goals.

Grey & Grey LLP is a prestigious law firm located at 360 Main Street in Farmingdale, New York. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for our clients. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, Grey & Grey LLP is here to help. With a track record of success and a commitment to excellence, you can trust us to handle your legal needs with professionalism and care. Contact us today to schedule a consultation and see how we can assist you.

Walsh & Walsh is a renowned dental institution located at 8 Hudson Street in Kinderhook, New York. Our team of experienced dentists provides top-notch oral health care services to patients of all ages. From routine cleanings and fillings to more complex procedures, our goal is to help you achieve a healthy and beautiful smile. With a commitment to excellence and personalized care, Walsh & Walsh is your go-to destination for all your dental needs in the United States.

Hoosick NY is a renowned institution located at 659 County Road 95 in Hoosick Falls, New York. This institution offers a wide range of educational programs and services to the community. With a strong commitment to academic excellence and student success, Hoosick NY provides a supportive and engaging learning environment for students of all ages. The institution is known for its dedicated faculty, innovative curriculum, and state-of-the-art facilities. Whether you are looking to further your education or gain new skills, Hoosick NY is the perfect place to achieve your goals. Visit us today and discover the endless opportunities that await you at Hoosick NY.

Travel Buddies is a premier travel agency located at 23 First Street in Waterford, New York, United States. Our experienced team is dedicated to planning any kind of trip you may need, whether it's a quick weekend getaway, a family vacation, a business trip, or a destination wedding. We specialize in trips by land, air, or sea, ensuring that we can handle all of your travel needs with ease. Looking to visit a Disney park or cruise? We can help you plan the perfect Disney trip, whether it's to Disneyland, Disney World, Disney adventures, or any other Disney destination. Want to experience the romance of Paris, France? Let us help you plan a romantic trip to the City of Love, where you can visit the Eiffel Tower and explore all the wonderful sights the city has to offer.

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.

Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.

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.

Merrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.

Adam Roberts, Financial Advisor is a reputable finance institution located at 7 Executive Park Drive in New York, United States. With years of experience and expertise in the financial industry, Adam Roberts provides personalized financial advice and guidance to help clients reach their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Adam Roberts is dedicated to providing top-notch service and support to ensure financial success for all clients. Trust Adam Roberts, Financial Advisor to 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.

Revolutionary Financial Planning is a finance and insurance agency located at 4 Executive Park Drive in New York, United States. Our team is dedicated to guiding you through all seasons of life, offering services such as Financial Planning, Retirement Planning, Estate Planning, Investment Management, Healthcare, and Income Protection. Securities-related transactions are managed by our subsidiary, Halliday Financial, LLC, a member of FINRA and SIPC. We are registered in states where required and have a transparent background on FINRA's BrokerCheck. Please note that past performance may not predict future results, and different investments involve varying degrees of risk. Our goal is to provide personalized advice and help you build a successful investment portfolio. Visit our Legal and Disclosure page for more information.

Kevin Kelly - RBC Wealth Management Financial Advisor is a reputable financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Kevin Kelly offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on wealth management, investment strategies, and retirement planning, Kevin Kelly provides expert guidance and tailored solutions to meet the unique needs of each client. With a commitment to excellence and a track record of success, Kevin Kelly - RBC Wealth Management Financial Advisor is a top choice for individuals seeking professional financial advice in the Albany area.

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.

David Chin Financial is a reputable finance institution located at 112 Moore Road in East Greenbush, New York. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, David Chin Financial is here to provide expert guidance and personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards financial success.

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.

Charter Oak Financial in Latham, New York is a reputable finance and insurance agency located at 24 Century Hill Drive. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Charter Oak Financial is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to secure your financial future.

financial guidance tailored to your unique goals and priorities. With access to the global resources of Merrill Lynch, you can trust that your advisor, Michael J. O'Toole III, is committed to helping you achieve financial success. Whether you're planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, the O'Toole Group is here to provide expert advice and personalized strategies. Located in New York, United States, Merrill Lynch Financial Advisor Michael J. O'Toole III is a trusted partner for individuals and organizations seeking comprehensive financial planning and investment management services. Contact us today to start the conversation about how we can help you reach your financial goals.

Mountainview Bookkeeping is a trusted accounting and finance institution located at 177 Tunnel Hill Road in Canaan, New York, United States. Our dedicated team is committed to helping our clients navigate their business journey by handling all of their bookkeeping needs. We offer various packages to suit your business needs, from our basic package to our customized reports and monthly management meetings. With years of experience, we can tackle any challenge your business may face, whether it's complex payroll software or managing a growing enterprise.

Brown & Fitzgerald PC is a reputable accounting and finance institution located at 224 Old Loudon Road in Latham, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Brown & Fitzgerald PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

SNOWFOX Sushi is a popular institution located at 95 Weibel Avenue in Saratoga Springs, New York, United States. As a part of the JFE Franchising, Inc family, SNOWFOX manages over 1,300 full-service sushi bars in various settings such as supermarkets, wholesale, universities, and corporate locations. Retail partners include Kroger, Costco, Fry’s Food and Drug, and more. At SNOWFOX, franchisees are supported with management and operational assistance to ensure success. With access to world-class project teams, training at a leading-edge sushi academy, food safety programs, and field support, each owner is equipped with the necessary tools for their business.

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 Law Offices of Joseph F. Jacob, PLLC is a reputable legal institution located at 125 Wolf Road in Albany, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. With a track record of success in the courtroom and a commitment to achieving the best possible outcome for each case, we strive to be the trusted advocates our clients can rely on. Contact us today for a consultation to discuss your legal needs.

The Law Office Of Yorden C. Huban, P.C. is a reputable legal institution located at 208 19th Street in Watervliet, New York. Specializing in various areas of law, including criminal defense, family law, and personal injury cases, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those we represent. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Schillinger and Associates, PLLC is a prestigious law firm located at 11 North Pearl Street in Albany, New York. With a team of highly skilled and experienced lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, Schillinger and Associates, PLLC is dedicated to providing top-notch legal representation and achieving the best possible outcomes for their clients. With a commitment to excellence and a track record of success, they are a trusted choice for individuals seeking legal assistance in the Albany area.

Lally & Lally PC is a reputable law firm located at 2 Broad Street in Kinderhook, New York. Our experienced team of lawyers is dedicated to providing high-quality legal services to clients in need of assistance with a wide range of legal matters. Whether you are facing a personal injury case, need help with estate planning, or require representation in a business dispute, our skilled attorneys are here to help. Trust Lally & Lally PC for expert legal guidance and representation in the United States.

Immigration Advice Service is a leading institution located in New York City, offering comprehensive legal services for individuals, families, and businesses facing immigration matters. Our team of experienced immigration lawyers specializes in various areas of immigration law, providing tailored solutions to meet the specific needs of our clients in NYC. Whether you need assistance with US Visa applications, Green Card applications, or Deportation Defense, we are here to guide you through the complex immigration court process. Our dedicated team stays up-to-date with the latest regulations and procedures, ensuring accurate and timely advice to minimize application delays or refusals.