TOP 30 Family office consulting in Beacon, New York

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Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.

Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.

Welcome to The Law Office of William G. Goode, P.C. Located at 36 Good Ground Road, Hampton Bays, New York, The Law Office of William G. Goode, P.C. stands as a beacon of trust and expertise in the field of Elder Law, Estate Planning, and Probate Litigation. Our practice has grown primarily through the heartfelt recommendations of satisfied clients and the esteemed referrals from our colleagues in the legal profession. We are honored by the confidence placed in us, allowing us to become one of New York’s most successful law firms in our specialized areas.

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.

Fort Hill Apartments, located at 200 Fort Hill Road in Peekskill, New York, offers luxury Westchester Apartments for rent in a serene wooded setting overlooking the Hudson River Highlands. This new resort enclave features an Inn, Spa, and Restaurant, as well as over 60 acres of hiking trails. Winner of the Best Residential Developer Award from Westchester Magazine for four consecutive years, GDC Rentals are known for their spacious layouts and top-notch design. Just a short distance from New York City, Fort Hill Apartments provide a gateway to the beauty and unique lifestyle of the Hudson River Valley. Residents can enjoy exploring the vibrant café and art scene in Downtown Peekskill, attending live concerts at The Paramount Center for the Arts, relaxing at Peekskill’s Waterfront Park, or taking a drive to Cold Spring’s Antique Row or the Dia Beacon. Shopping options include the Jefferson Valley Mall and Cortlandt Town Center.

New York Cancer & Blood Specialists - Ronkonkoma Medical Oncology, located at 501 Hawkins Avenue in Lake Ronkonkoma, New York, is a leading health institution dedicated to providing world-class, patient-centered care for individuals with cancer and blood disorders. The institution collaborates with SOMOS Innovation to ensure awareness, preventive care, screenings, and community resources are available to all patients, including the hardest-to-reach populations. The team at New York Cancer & Blood Specialists is committed to offering affordable and compassionate care, close to patients' homes, allowing them to stay connected with their families and support systems. The institution's staff, including Dr. Chu, Joanne, nurses, medical assistants, and office personnel, consistently go above and beyond to ensure the health and well-being of their patients.

Wright Mark is a reputable law firm located at 621 New York 52 in Beacon, New York, United States. 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, criminal defense, family law matter, or any other legal issue, we are here to help. Trust Wright Mark to deliver professional and effective legal solutions tailored to your specific needs. Contact us today to schedule a consultation.

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Situated in the heart of New York City at the prestigious address of 345 Park Avenue, J.P. Morgan Global Wealth Management stands as a beacon of financial excellence and personalized client service. With a rich heritage dating back over a century, this renowned institution is dedicated to helping individuals and families achieve their financial goals through bespoke wealth management strategies.

Welcome to Manhattan Gastroenterology Located at 55 West 17th Street in the heart of Manhattan, New York, Manhattan Gastroenterology stands as a beacon of exceptional gastrointestinal care. Our practice is dedicated to providing top-tier medical services, with a team of board-certified, renowned gastroenterologists specializing in the prevention, diagnosis, and treatment of digestive disorders. Recognized as one of New York's top-rated gastroenterology practices, we pride ourselves on delivering personalized, high-quality care across multiple convenient locations including Midtown, Financial District, and the Upper East Side.

Welcome to County Seat Chiropractic & Nutritional Healing Center, your trusted partner in achieving true cellular healing and detoxification through alternative, natural healing practices. Located at 9 Gregory Way, Calverton, New York, we are committed to helping you maintain optimal health through education and empowerment, enabling you to lead a healthy and fulfilling life. Founded in 1989 by the dedicated husband and wife team, Dr. Richard C. Sears and Marguerite A. Sears, LMT, CNE, CHHP, our center has been a beacon of hope and healing for the residents of Suffolk County, NY, and beyond. Our mission is to save lives through chiropractic treatment, nutritional counseling, and massage therapy.

Welcome to The Perecman Firm, P.L.L.C. Located at 9711 Roosevelt Avenue, Queens, New York, The Perecman Firm, P.L.L.C. stands as a beacon of hope and advocacy for those who have suffered due to unexpected accidents. With over 40 years of experience, our dedicated team of attorneys specializes in personal injury law, providing expert guidance and unwavering support to individuals facing the challenges of recovery and compensation.

Welcome to Robert Kouffman & Associates Located in the heart of Bridgehampton at 2411 Main Street, Robert Kouffman & Associates stands as a beacon of legal excellence and personalized service. Our firm is dedicated to providing top-tier legal representation to individuals and businesses throughout New York. With a strong commitment to integrity, professionalism, and client satisfaction, we strive to deliver practical and effective solutions tailored to meet your unique needs.

Welcome to St. Mark AME Church, a nurturing and loving family with a heart to serve, located at 9518 Northern Boulevard in Queens, New York. As a vibrant place of worship, we are dedicated to opening our doors wide to minister to both our congregation and the community. Under the inspiring leadership of Rev. Kimberly L. Detherage, the first female pastor in our church's 196-year history, we strive to provide a welcoming environment where faith can flourish and community bonds can strengthen. At St. Mark AME Church, we believe in the power of service and community engagement. During the pandemic, we remained a beacon of hope by operating a food pantry, hosting COVID-19 antibody testing and vaccinations, offering grief workshops, and partnering with local organizations to ensure the well-being of our community.

Welcome to Sunrise Insurance LLC, your trusted insurance partner located in the heart of Sayville, New York. Conveniently situated at 56 Main Street, our agency is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Sunrise Insurance LLC, we understand that peace of mind is invaluable. Our experienced team of insurance professionals is committed to guiding you through the complexities of insurance, ensuring that you have the right coverage to protect what matters most. Whether you're seeking auto, home, life, health, or business insurance, we offer a wide range of policies from leading insurers to suit your requirements and budget.