Family office solutions in Beacon, New York

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 Sovereign Beacon Insurance, your trusted partner in health insurance solutions, conveniently located at 11 Bridge Street, Sag Harbor, New York 11963. As a premier insurance agency, we are dedicated to providing personalized and comprehensive health insurance services tailored to meet the unique needs of individuals, families, and businesses in our vibrant community. At Sovereign Beacon Insurance, we understand that navigating the complexities of health insurance can be daunting. Our team of experienced professionals is committed to offering expert guidance and support, ensuring you find the right coverage that fits your lifestyle and budget. We pride ourselves on our customer-centric approach, taking the time to understand your specific requirements and offering solutions that provide peace of mind.

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.

Hillside Children's Center, located at 36 Water Street in Cuba, New York, is a health institution dedicated to serving youth, individuals, and families across various regions. The center works from residential campuses, neighborhood offices, and even in classrooms to connect with those in need. With a mission to bring life-changing results, Hillside has been recognized for its impact and leadership in the community. Recently, the institution has been in the spotlight for its commitment to excellence, including receiving the 2023 Chair's Award and being honored as the 2024 Community Organization in the Tops Rochester St. Patrick's Day Parade. Hillside has also made headlines for increasing its minimum pay rate to $17.50/hour and celebrating employee service anniversaries.

Hillside Children's Center, located at 18 Hogan Road in Fairport, New York, is a renowned institution dedicated to making a difference in the lives of youth, individuals, and families. With a mission that yields life-changing results, Hillside serves communities across New York State and Prince George's County, Maryland. From residential campuses to neighborhood offices, Hillside's impact is felt in classrooms, living rooms, and beyond kitchen tables. The institution has been recognized for its excellence, including being named the 2023 Chair's Award Winner and the 2024 Community Organization in Tops Rochester St. Patrick's Day Parade. Hillside celebrates its dedicated employees, with 66 individuals honored for milestone service anniversaries. The institution is committed to providing competitive pay rates, with a minimum starting wage of $17.50/hour for all positions.

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.

Socks Off Carpet Cleaning, Inc. is a trusted laundry institution located at 12 Patricia Road in Poughkeepsie, New York, United States. Specializing in carpet, tile, wood floor, and upholstery cleaning, our trained technicians provide professional and personal service to ensure your satisfaction. Whether you need a simple refresh or deep cleaning for pet odor removal, we have the expertise to meet your needs. Using our Low Moisture method, we effectively clean your carpets while keeping your family and pets safe with non-toxic, plant-based cleaning products. Our advanced Rotovac 360i equipment ensures deep cleaning and sanitization, removing allergens and stains with super heated water. Our Hot Water Extraction Carpet Cleaning process ensures faster drying times and thorough removal of moisture.

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 Dr. Maria Grammenos - Georgakopoulos, DDS at Sachem Dental Group Located at 235 Boyle Road, Selden, New York 11784, Dr. Maria Grammenos - Georgakopoulos is proud to be part of the esteemed Sachem Dental Group. With over 35 years of dedicated service to the Suffolk County community, our practice stands as a beacon of excellence in dental care.

Welcome to Dr. Nabil Salib's Medical Practice – Your Trusted Partner in Family Medicine and Weight Loss in Forest Hills, Queens, NY Located in the vibrant community of Forest Hills, Queens, Dr. Nabil Salib's practice is dedicated to delivering exceptional healthcare services. Situated at 116-20 Queens Boulevard, our clinic is a beacon of health and wellness for families and individuals alike. Dr. Salib, a distinguished Yale-educated physician, brings a wealth of expertise in family medicine and weight loss, offering a well-rounded approach to health management.

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 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.