TOP 30 Financial transition in New York, New York

520 results found

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

Morgan Legal Group P.C. in Middletown, New York, is a specialized law firm that focuses on estate planning. Our team of trained professionals is dedicated to providing personalized service tailored to each client's specific needs. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or need guidance. With a depth of knowledge and experience in estate planning, our attorneys are experts in providing tailored solutions to ensure our clients' financial and healthcare wishes are accounted for. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof.

At Morgan Legal Group P.C. in New York City, our team of skilled professionals is dedicated to providing personalized legal services tailored to each client's specific needs. Unlike large law firms, we ensure that clients have direct access to an attorney whenever they have a question or concern. Specializing in estate planning, our attorneys possess in-depth knowledge and experience in this area of law. We offer a comprehensive approach to estate planning, including services such as wills, trusts, powers of attorney, and healthcare directives. Our goal is to preserve and protect our clients' legacies and assets, helping them minimize estate taxes, avoid probate, and ensure a smooth transition of assets to beneficiaries.

Muchnik Elder Law P.C. is a reputable law firm located at 900 South Avenue in New York, United States. Specializing in elder law, the firm provides expert legal services to help clients navigate the complex legal issues related to aging, estate planning, long-term care, and more. With a team of experienced and dedicated lawyers, Muchnik Elder Law P.C. is committed to providing personalized and compassionate representation to meet the unique needs of each client. Whether you are planning for the future or facing legal challenges related to aging, Muchnik Elder Law P.C. is here to help.

At Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.

Cynthia Koutsoliontos - State Farm Insurance Agent is a reputable insurance agency located at 45-06 64th Street in New York, United States. Our team is dedicated to providing excellent service to our policyholders, fellow small business owners, and members of our community. As a native New Yorker, Cynthia Koutsoliontos has a passion for serving others and building strong relationships. She became a State Farm Agent in 2010 and has been positively impacting the Woodside, Queens, NY community ever since. Our office is conveniently located in Woodside, Queens, accessible by mass transit or car. We offer a variety of insurance products, including Auto Insurance, Motorcycle, RV, Boat, Renter's, Condo, Homeowner's, Life, and Small Business insurance. Our award-winning team is committed to creating lasting relationships based on trust, loyalty, and honesty.

Brink's Armored Car & Courier is a trusted security and transportation company located at 101 Mill Street in Newburgh, New York. With a strong reputation for reliability and professionalism, Brink's offers secure armored car services and courier solutions for businesses and individuals in the United States. Their highly trained staff and state-of-the-art technology ensure the safe and efficient transport of valuable assets, making them a top choice for those seeking peace of mind when it comes to their security needs.

Advent Valuation Advisors is a financial institution located at 11 Racquet Road in Newburgh, New York, United States. Specializing in accounting and finance, they offer appraisals for closely-held companies, professional practices, asset holding company interests, and intangible assets. Their services are provided on a confidential basis for business owners and professional advisors. In addition to appraisals, Advent Valuation Advisors also offers consulting and advice to legal counsel on valuation, forensic accounting, and economic damages. They provide expert witness testimony on these matters in court. Their team of forensic accountants is skilled in investigative examination and analysis of financial records for legal purposes, applying accounting theory and principles to real or hypothetical issues.

Delancey Street is a reputable finance institution located at 55 Broad Street in New York, New York. With a strong presence in the financial sector, Delancey Street offers a wide range of financial services to individuals and businesses. Their expert team of professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Delancey Street is committed to helping you achieve your financial goals. Trust in Delancey Street for all your financial needs.

Bone Fide Wealth, LLC is a finance and insurance agency located at 7 World Trade Center in New York, New York, United States. Our mission is to equip people with the tools they need to navigate today's financial landscape and succeed. We go beyond just managing assets and selling products - we provide creative financial strategies to improve your career or business. As a fee-only Registered Investment Advisory firm, we offer independent, relatable, and tailored advice from a CERTIFIED FINANCIAL PLANNER™. With our comprehensive financial plans and technology that provides seamless access to your data, you can take control of your money and spend more time living. Our founder started the firm with a focus on helping millennials, and we continue to educate, empower, and invest in our clients. Visit us to experience a new approach to financial planning and wealth management.

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.

Joseph P. Lucia & Associates, LLC is a finance institution located at 3505 Hill Boulevard in Yorktown Heights, New York, United States. As an independent financial advisory firm, they prioritize the best interests of their clients above all else. They offer personalized portfolio creation based on individual needs and investment goals, utilizing the stability and service of Charles Schwab Institutional as their custodian. With a focus on unbiased relationships and the highest standards of care, they provide ongoing collaboration and innovative strategies to help clients achieve their financial goals. Their team of experienced financial professionals and access to cutting-edge technologies ensure that clients receive exceptional service and objective financial planning. Recognized for their outstanding service, Joseph P. Lucia & Associates, LLC is dedicated to enriching the lives of their clients and helping them stay focused on their financial journey. They look forward to building long-term relationships with clients and helping them reach their financial dreams. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Awards received by the firm were based on merit and not paid for.

Max It Out Retirement is a finance institution located at 1028 Main Street in Fishkill, New York. We specialize in helping individuals maximize their retirement savings and investments to ensure a secure financial future. Our team of experienced financial advisors offers personalized retirement planning services tailored to each client's unique goals and needs. Whether you are just starting to save for retirement or are nearing retirement age, Max It Out Retirement is here to help you make the most of your savings and achieve your retirement dreams. Contact us today to schedule a consultation and start planning for a comfortable and worry-free retirement.

Guardian Life is a prestigious finance and insurance agency located at 10 Hudson Yards in New York City, United States. With a strong reputation for providing top-notch financial and insurance services, Guardian Life is committed to helping individuals and families secure their future and protect their assets. Whether you are looking for life insurance, retirement planning, or investment solutions, Guardian Life has a team of experienced professionals ready to assist you every step of the way. Trust Guardian Life to safeguard your financial well-being and provide peace of mind for the future.

Scholarships And College Planning, Inc is a renowned institution located in Circleville, New York, United States. As a leading school in the area, we specialize in providing comprehensive guidance and resources for students seeking scholarships and planning for college. Our dedicated team of educators and counselors are committed to helping students achieve their academic and career goals through personalized support and expert advice. Whether you're a high school student preparing for college or a university student looking for financial aid options, Scholarships And College Planning, Inc is here to assist you every step of the way. Visit us today to start planning for your future success!

Merrill Lynch Private Wealth Advisor Eric A Schwartz is a prestigious financial institution located at 225 Liberty Street in New York, New York, United States. Specializing in private wealth management, Eric A Schwartz and his team offer personalized financial solutions tailored to meet the unique needs and goals of their high-net-worth clients. With a focus on building long-term relationships based on trust and integrity, this institution provides comprehensive wealth management services to help clients achieve their financial objectives and secure their financial future.

International Wealth Tax Advisors, LLC is a leading finance institution located in the bustling city of New York, United States. Our team of expert advisors specializes in providing comprehensive wealth tax solutions for individuals and businesses with international assets. With a focus on maximizing tax efficiency and minimizing liabilities, we offer personalized strategies tailored to each client's unique financial situation. Trust International Wealth Tax Advisors, LLC to help you navigate the complexities of global tax laws and optimize your wealth management.

IBS Direct is a leading institution located at 36-6 43rd Avenue in New York, United States. We specialize in providing high-quality education and training programs to students looking to excel in the business world. Our experienced faculty and state-of-the-art facilities ensure that our students receive a top-notch education that prepares them for success in their careers. Whether you are looking to enhance your skills in management, marketing, finance, or any other business-related field, IBS Direct is the perfect place to start your journey towards a successful future. Join us today and take the first step towards achieving your academic and professional goals.

Grabowski Associates Inc is a reputable accounting and finance institution located at 601 Warburton Avenue in Hastings-on-Hudson, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach make them a trusted partner for all your financial needs.

College and Community Fellowship is a university located at 475 Riverside Drive in New York, New York, United States. This institution is dedicated to providing educational opportunities and support services to individuals who have been impacted by the criminal justice system. With a focus on empowerment and community engagement, College and Community Fellowship offers a range of programs and resources to help students succeed academically and professionally. By bridging the gap between education and incarceration, this institution is committed to breaking the cycle of poverty and incarceration in our society.

Claude Borenzweig Psychotherapy | Uptown is a health institution located at 200 West 86th Street in New York, New York, United States. The practice is dedicated to helping individuals overcome difficulties in managing troubling emotions, dysfunctional behaviors, career issues, relationship problems, or life transitions. Specializing in short-term cognitive behavioral therapy, clients collaborate with the therapist to develop new perspectives and effective coping strategies. The approach is informed by psychodynamic theory, neuroscience, eastern philosophy, and mindfulness practices. Claude Borenzweig, the therapist, transitioned from a career in film and multimedia production to pursue psychotherapy. With a Bachelor's in Psychology and Religion from Hunter/the CUNY BA program and a Master's in Social Work from NYU, Claude has experience working with clients with severe mental illness and homeless individuals with dual diagnoses. Sessions are currently conducted via secure voice or video chat, with a focus on one 45-minute session per week.

Tops is a one-stop destination for all your shopping needs, conveniently located at 6363 Transit Road in Depew, New York. This institution offers a wide range of services including ATM access, department store merchandise, financial services, delicious food options, a well-stocked grocery section, and a variety of household items. Whether you're looking to grab a quick snack, stock up on groceries, or shop for household essentials, Tops has you covered. Visit us today for a convenient and enjoyable shopping experience.

Tops Market is a one-stop destination for all your shopping needs located at 4777 Transit Road in Depew, New York. This institution offers a wide range of services including ATM access, department store items, financial services, groceries, health products, pharmacy services, and more. With a diverse selection of products and convenient location, Tops Market is the perfect place to fulfill all your shopping needs.

A/C Associates of Ny, Inc. is an insurance agency located at 5135 Transit Road, Depew, New York, United States. With a focus on old-fashioned service and modern insurance solutions, the agency has been serving Western New York residents and businesses since 1960. The experienced team of agents works with top-rated insurance companies to provide the most suitable coverage at affordable rates. Specializing in coverage and risk management solutions for companies of all sizes, A/C Associates offers trusted advice and insurance solutions to protect what matters most. The agency also offers specialized business insurance tailored to specific business needs.

Bower Insurance is a reputable health insurance agency located at 5668 South Transit Road in Lockport, New York. Our dedicated team of professionals is committed to helping individuals and families find the right coverage to meet their healthcare needs. We offer a wide range of insurance options and personalized service to ensure our clients have peace of mind when it comes to their health and well-being. Contact us today to learn more about how we can help protect you and your loved ones.

Katherine Tuttle: Allstate Insurance is a reputable insurance agency located at 5750A South Transit Road in Lockport, New York. With a commitment to providing top-notch insurance services, Katherine Tuttle and her team are dedicated to helping clients find the best coverage options for their needs. Whether you are looking for auto, home, life, or business insurance, Katherine Tuttle: Allstate Insurance is here to assist you with expert advice and personalized solutions. Contact them today to learn more about how they can help protect what matters most to you.

Dan Schmidt - State Farm Insurance Agent is a reputable insurance agency located at 5838 South Transit Road, Lockport, New York, United States. Situated directly across from Tops Friendly Markets and between Applebee's and Kith and Kin, the agency offers a range of insurance services including Auto Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance in Lockport and surrounding areas such as Amherst, North Tonawanda, Getzville, and Clarence. The agency is led by Dan Schmidt, a Lockport native with deep roots in the community. Alongside his dedicated team, Dan is committed to building personal relationships with clients, helping them understand and manage the risks they face every day. With over 100 years of combined experience in the insurance industry, the agency provides exceptional customer service to individuals and families in Lockport and beyond.

Farmers Insurance - Valarie Kruse is an insurance agency located at 550 South Transit Street in Lockport, New York, United States. Valarie Kruse, a proud Western New York native, is dedicated to serving the Lockport community as a local Farmers® agent. With over 10 years of experience in the insurance industry, Valarie and her team are committed to helping customers like you find the insurance coverage that best suits your needs. Whether you are looking for auto, home, renters, business, life, condo, or recreational insurance, Farmers Insurance - Valarie Kruse can provide you with personalized and comprehensive coverage options. Valarie can also assist you in creating a financial plan to secure your future. Additionally, Farmers Insurance offers personal umbrella insurance policies for added protection.

K S Roth Insurance Agency is a reputable insurance agency located at 5880 South Transit Road in Lockport, New York. We provide a wide range of insurance services to meet the needs of our clients, including auto, home, life, and business insurance. Our experienced team of agents is dedicated to helping you find the best coverage at the most competitive rates. Whether you are looking to protect your assets or secure your family's future, we are here to help. Contact us today to discuss your insurance needs and let us provide you with peace of mind.

Nationwide Insurance: Robert A Muffler is an insurance agency located at 5833 South Transit Road, Lockport, New York, United States. They offer various insurance products including auto, home, commercial, condo, farm, life, and renters insurance. The agency specializes in providing personalized insurance plans to meet the unique needs of each client. They also offer risk management expertise for businesses, helping them protect their assets and position themselves for growth. With a commitment to superior products and customer service, Nationwide Insurance: Robert A Muffler is a trusted partner for all your insurance needs. Contact them at (716) 433-0097 to learn more about their services.