TOP 30 Family wealth transfer in Mineola, New York

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ablishing your estate with the help of experienced attorneys can ensure that your wishes are fulfilled and your loved ones are taken care of. Schlessel Law PLLC, located in Mineola, New York, specializes in estate planning, elder law, and start-up legal services. Led by Seth Schlessel, a top-rated Long Island estate planning attorney, our team is dedicated to helping clients navigate the complexities of distributing their wealth and assets. We understand the importance of having a well-designed will and trust to protect your assets and ensure your family's future. Our team of New York trusts and estates lawyers will work closely with you to create a comprehensive estate plan that meets your individual needs. Whether you need help with drafting a will, establishing a trust, or planning for retirement, we are here to assist you every step of the way.

Joseph E Vicari, a financial advisor at Ameriprise Financial Services, LLC, located at 300 Old Country Road, Mineola, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Joseph provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are scheduled to review progress, update strategies as needed, and track progress towards financial goals. Clients have access to their investments and accounts at any time, from any device, securely. Joseph is registered in states where securities business can be conducted, as listed on FINRA's BrokerCheck website. To learn more about how Joseph can help you with your financial planning needs, schedule a complimentary initial consultation today. Ameriprise Financial Services, LLC is committed to providing clients with the necessary tools and resources to make informed financial decisions.