TOP 30 Best Generation wealth planning in New York City, New York
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Trust and Estate Planning Law Office
● OpenThe Trust and Estate Planning Law Office, located at 310 East 2nd Street in New York, specializes in providing legal services related to trusts and estate planning. Our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of estate law, ensuring that their assets are protected and their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable attorneys are here to provide personalized guidance and support. Trust the Trust and Estate Planning Law Office to help you secure your legacy and protect your loved ones for generations to come.
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Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor
● OpenKristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States. With a team of highly qualified professionals, they specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, they offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a trusted partner in helping clients secure their financial future.
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New York Legacy Lawyers by Yana Feldman & Associates PLLC | Estate Planning Attorney
● OpenNew York Legacy Lawyers by Yana Feldman & Associates PLLC is a leading estate planning attorney located in New York, United States. Our team of experienced lawyers specializes in helping clients create comprehensive estate plans to protect their assets and ensure their wishes are carried out after they pass away. From wills and trusts to probate and estate administration, we provide personalized legal services to meet the unique needs of each client. Contact us at our office on 132 32nd Street to schedule a consultation and start planning for your legacy today.
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Legacy Planning Solutions
● OpenLegacy Planning Solutions is a premier finance institution located at 21-34 Himrod Street in New York, United States. Our team of experienced financial advisors specializes in helping clients create comprehensive strategies to preserve and protect their assets for future generations. Whether you are looking to plan for retirement, minimize taxes, or ensure your loved ones are taken care of, Legacy Planning Solutions is dedicated to providing personalized and professional service to meet your unique financial goals. Contact us today to start planning for your legacy.
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Generations Bank
● ClosedGenerations Bank is a full-service financial institution located at 11182 Maple Ridge Road in Medina, New York, United States. Our dedicated team offers a wide range of services including banking, insurance, and finance to help individuals and businesses achieve their financial goals. Whether you need to open a checking account, apply for a loan, or speak with an insurance agent, Generations Bank is here to provide personalized solutions tailored to your needs. Visit us today and experience the difference of banking with a trusted community partner.
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Shepherd Wealth Group
● OpenShepherd Wealth Group is a reputable finance institution located at 1 Byram Brook Place in Armonk, New York, United States. With a team of experienced financial professionals, Shepherd Wealth Group offers a range of services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or estate planning, Shepherd Wealth Group is dedicated to providing personalized solutions to meet your financial goals. Trust Shepherd Wealth Group to guide you towards a secure financial future.
1 Byram Brook Pl Ste 101, Armonk, NY 10504, United States -
Altium Wealth Management, LLC
● OpenAltium Wealth Management, LLC is a finance institution located at 2500 Westchester Avenue in Harrison, New York, United States. At Altium, we believe in a higher sense of purpose when it comes to wealth management. Our goal is to empower our clients to create the life they envision for themselves, their families, and their communities. We challenge old industry models to provide a new era in family wealth services, where our client's purpose drives everything we do. If you are ready for your wealth to serve your purpose and live a life without compromise, we are here to help. Contact us at our offices in Purchase, NY or Madison, CT to learn more about how we can assist you. Altium Wealth Management, LLC is a SEC registered investment adviser dedicated to providing top-notch service to our clients.
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Arcadia Wealth Management
● OpenArcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States. We are a multi-generational, fee-only financial planner dedicated to helping our clients achieve peace of mind and confidence at every stage of life. Our goal is to help clients create and preserve wealth for future generations, generate retirement income, and simplify their lives while creating a legacy for their loved ones. Our team, including father-daughter duo Walter Wisniewski and Allison Vanaski, is committed to bringing families together to empower them to plan for life’s transitions, protect their loved ones, and pursue the life they desire. As a Fee-Only Fiduciary, we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.
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Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive in Valhalla, New York, offers a range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jak Cukaj is equipped to assist individuals with asset management, retirement planning, estate planning, investment opportunities, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and retirement planning for domestic partners, Jak Cukaj provides tailored financial solutions for a diverse range of clients. With a focus on ethical practices and continuing education, Jak Cukaj is dedicated to helping clients make informed decisions and achieve their financial goals.
200 Summit Lake Drive Ste 360, Valhalla, NY 10595, United States -
Egener wealth management
● OpenEgener Wealth Management is a reputable finance institution located at 501 Harris Road in Bedford Hills, New York, United States. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing top-notch customer service, Egener Wealth Management is committed to guiding clients towards financial success and security. Contact us today to learn more about how we can help you manage and grow your wealth effectively.
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Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenShiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. They offer a range of services and certifications to cater to the diverse financial needs of their clients. Some of the certifications they offer include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Shiva Bhashyam are well-equipped to provide expert financial advice and planning tailored to the individual needs of their clients.
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Strategy One Wealth Management
● OpenStrategy One Wealth Management is a leading finance institution located at 109 Hickory Court in Troy, New York, United States. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to invest, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Strategy One Wealth Management to help you navigate the complexities of the financial world and secure a prosperous future.
109 Hickory Ct, Troy, NY 12180, United States -
Sgroi Wealth w/ Broadway Advisor Group
● OpenSgroi Wealth with Broadway Advisor Group is a leading finance institution located at 368 Broadway in Albany, New York, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through comprehensive wealth management services. From investment planning to retirement strategies, we provide personalized solutions to help clients secure their financial future. With a focus on transparency, integrity, and client satisfaction, Sgroi Wealth with Broadway Advisor Group is committed to delivering top-notch financial advice and guidance. Contact us today to schedule a consultation and start planning for a brighter financial future.
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Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera
● OpenNicotera Wealth Management, led by financial planner Leo R. Nicotera, is a trusted institution in Albany, NY. Located at 313 Ushers Road, Ballston Lake, New York, this finance and insurance agency offers expert financial planning services to help clients achieve their financial goals. With a focus on personalized strategies and tailored solutions, Nicotera Wealth Management is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Nicotera Wealth Management is dedicated to helping you secure your financial future.
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Castle Wealth Management
● OpenCastle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.
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Summit Wealth Management Inc
● OpenSummit Wealth Management Inc is a finance institution located at 1285 North Main Street in Jamestown, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.
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Hawkes Wealth Management, Inc
● OpenHawkes Wealth Management, Inc is a leading finance institution located at 721 Chenango Street in Binghamton, New York, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Hawkes Wealth Management is dedicated to providing personalized solutions tailored to each client's unique needs. Visit them today to start securing your financial future.
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Ettinger Law Firm Elder Law Estate Planning
● OpenThe Ettinger Law Firm specializes in elder law and estate planning services, located in Middletown, New York, United States. With a team of experienced lawyers, they provide personalized legal solutions to help individuals and families plan for their futures and protect their assets. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the Ettinger Law Firm is dedicated to guiding you through the process with care and expertise. Trust in their knowledge and experience to secure your legacy for generations to come.
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Huvane Wealth Management Group - UBS Financial Services Inc.
● OpenHuvane Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 299 Park Avenue in New York City, United States. With a strong reputation for providing comprehensive wealth management services, the institution offers personalized financial planning, investment strategies, and portfolio management to high-net-worth individuals and families. With a team of experienced financial advisors and access to UBS's global resources, clients can trust in the institution's expertise and dedication to helping them achieve their financial goals.
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Safran Wealth Advisors, LLC
● OpenSafran Wealth Advisors, LLC is a finance institution located at 641 Lexington Avenue in New York, New York. Our team of experienced wealth advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and transparency, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Safran Wealth Advisors, LLC is here to help you every step of the way.
641 Lexington Ave 14th floor, New York, NY 10022, United States -
Cobblestone Wealth Advisors
● OpenCobblestone Wealth Advisors is a leading financial institution located at 8119 7th Avenue in New York, United States. Specializing in accounting and finance services, our team of experienced advisors are dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Cobblestone Wealth Advisors is committed to providing top-notch financial guidance and support to individuals and businesses alike. Trust us to help you navigate the complexities of the financial world and secure a prosperous future.
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Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 25 West Main Street in Goshen, New York. As a private wealth advisor, Mark D Kalish provides personalized financial planning and investment services to help clients achieve their financial goals. With Ameriprise Financial Services, LLC backing his expertise, clients can rest assured that they are receiving top-notch financial advice and guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mark D Kalish and his team are dedicated to providing you with the tools and resources needed for financial success.
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Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island
● OpenMichael Russo - Wells Fargo Advisors, Wealth Management Staten Island is a leading financial institution located at 101 Tyrellan Avenue in Staten Island, New York. With a strong focus on helping clients achieve their financial goals, our team of experienced advisors at Wells Fargo offers personalized wealth management services tailored to each individual's needs. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are dedicated to providing you with expert guidance and support every step of the way. Trust in Michael Russo - Wells Fargo Advisors for all your financial needs in Staten Island.
101 Tyrellan Ave Suite 105, Staten Island, NY 10309, United States -
Comprehensive Wealth Management Group, LLC
● OpenComprehensive Wealth Management Group, LLC is a finance institution located at 4864 Arthur Kill Road in New York, United States. We specialize in providing comprehensive and personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you achieve financial success.
South Entrance #8, 4864 Arthur Kill Rd, Staten Island, NY 10309, United StatesAdvertisements -
Terrence Fenton @ New York Life
● OpenTerrence Fenton @ New York Life is an insurance agency located at 1660 Walt Whitman Road, Melville, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, bundled investments with low fees, college savings plans, income generation options, estate planning, insurance for employees and business owners, and much more. With over 12,000 agents nationwide, they provide tailored solutions to meet individual needs and budgets. The institution is committed to diversity, responsibility, and service, and has a strong focus on community engagement and charitable giving. New York Life is dedicated to making a positive impact on society and helping individuals and families thrive.
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Wealth and Legacy Group
● OpenWealth and Legacy Group is a reputable insurance agency located at 1000 South Avenue in New York, United States. Our dedicated team of professionals is committed to providing top-notch insurance solutions to help protect and secure your wealth and legacy for future generations. With our expertise and personalized approach, we strive to build long-lasting relationships with our clients and help them achieve their financial goals. Trust Wealth and Legacy Group to safeguard your assets and leave a lasting legacy for your loved ones.
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Morgan Legal Group PC | Estate Planning Lawyer Buffalo
● OpenAt Morgan Legal Group PC | Estate Planning Lawyer Buffalo, we specialize in providing personalized and comprehensive estate planning services to clients in Buffalo, New York. Our team of experienced professionals is dedicated to meeting the specific needs and requests of each client, ensuring that their assets and affairs are properly managed both during their lifetime and after their passing. Unlike many large law firms, we prioritize direct communication with our clients, allowing them to speak to an attorney whenever they have a question or concern. Our team takes pride in promptly returning all phone calls, emails, and inquiries, providing qualitative personalized service every step of the way.
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Estate Planning Lawyer Long Island
● OpenEstate Planning Lawyer Long Island is a trusted legal firm located at 57 Fritchie Place in Valley Stream, New York. Our team of experienced lawyers specializes in helping individuals and families create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, setting up a trust, or navigating the probate process, our skilled attorneys are here to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and start planning for the future.
57 Fritchie Pl, Valley Stream, NY 11580, United States -
Ettinger Law Firm Elder Law Estate Planning
● OpenEttinger Law Firm specializes in elder law and estate planning, providing expert legal services to clients in Lake Success, New York. With a focus on helping individuals and families navigate the complexities of planning for the future, their team of experienced lawyers is dedicated to ensuring that clients' wishes are carried out effectively and efficiently. Located at 3000 Marcus Avenue, Ettinger Law Firm is a trusted resource for all aspects of elder law and estate planning.
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