TOP 10 Generational family wealth in New City, New York

Welcome to Trusts & Estate, your trusted partner in comprehensive estate planning services located at 4121 18th Avenue, Brooklyn, New York. As a leading law firm specializing in trusts, estates, and administration law, we are dedicated to serving the families and businesses of Brooklyn with personalized and effective legal solutions. At Trusts & Estate, we understand that planning for the future is a significant and sometimes daunting task. That’s why we offer a wide range of services tailored to meet the unique needs of our clients. Whether you need assistance drafting Wills, setting up Trusts, or creating complex estate plans, our experienced team is here to guide you every step of the way. We also specialize in Medicaid and Special Needs Trusts, ensuring that you have all the tools necessary for a secure future.

Welcome to Cona Elder Law PLLC, your trusted partner in navigating the complexities of elder law, estate planning, and asset protection. Located at 106 Crystal Brook Hollow Road, Port Jefferson Station, New York, our award-winning law firm has proudly served the Long Island community for over 25 years. Our dedicated team of attorneys specializes in elder law, estate planning, estate administration and litigation, special needs planning, and health care law, offering customized legal solutions tailored to your unique needs. At Cona Elder Law, we understand that planning for the future involves making critical decisions about your family's financial well-being and your healthcare needs as you age. Our experienced attorneys are here to guide you through the process of creating comprehensive estate plans, including wills and trusts, to ensure your wishes are carried out with precision and care. We excel in estate administration, helping families navigate the often complex probate process with ease, while providing the financial and tax expertise necessary to alleviate stress during challenging times.

Welcome to The Law Office of Jurianne Franqui, PLLC, where we are committed to ensuring that your loved ones are cared for and your assets are protected. Conveniently located at 150 Motor Parkway, Hauppauge, New York, our practice specializes in providing comprehensive legal services in estate planning, including Wills and Trusts. We understand that navigating the complexities of estate planning can be overwhelming. That's why our dedicated team is here to offer guidance and support in language that you can understand. Our mission is to empower you with the knowledge needed to make informed decisions about your future. If you ever feel uncertain about your options, we encourage you to ask questions. We will work tirelessly to provide clear explanations and solutions tailored to your unique needs.

Welcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.

Welcome to Jorgensen Joy E, your trusted legal partner in West Babylon, New York. Conveniently located at 153 Little East Neck Road, our law firm is dedicated to providing exceptional legal services tailored to meet your unique needs. With a commitment to integrity and professionalism, Jorgensen Joy E specializes in a broad range of legal areas, ensuring comprehensive support for our clients. Whether you require assistance with family law, estate planning, or any other legal matters, our experienced team is here to guide you through every step of the process. At Jorgensen Joy E, we prioritize clear communication and personalized strategies to achieve the best possible outcomes for our clients. Visit us today to experience the difference of dedicated legal expertise and personalized attention.

Welcome to VM Gokea - The Inheritance Lawyer, your trusted partner in Wills, Trusts, Asset Protection, Probate, and Elder Law. Located at 50 Station Road, Water Mill, New York, we are committed to helping families across New York plan for their future and safeguard their wealth. At VM Gokea, we understand the complexities and emotional challenges that come with estate and business planning. Our founder, Varvara M. Gokea, was inspired to specialize in this field after witnessing the difficulties faced by families during probate and guardianship issues. Our mission is to help you nominate guardians for your minor children and create comprehensive estate plans that minimize tax burdens and court interference, ensuring a seamless transfer of assets to your loved ones.

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Welcome to Rheinhardt and Bray, P.C., your trusted elder law and estate planning attorneys located at 85 Otsego Street, Ilion, New York. Our dedicated team is here to help you plan for the future, ensuring the well-being of you and your loved ones in terms of health, finances, and living arrangements. Specializing in elder law, we guide you through the complexities of planning your care and managing your assets, providing peace of mind for whatever the future may hold. At Rheinhardt and Bray, P.C., we pride ourselves on our commitment to honesty, integrity, and delivering results. Our experienced attorneys, Jeff and Chris, are well-versed in elder law and are dedicated to making your experience as seamless as possible. Whether you're considering setting up a living trust, protecting your assets, or planning for future hardships, we offer the expertise and personalized service you need.

Welcome to Smith Brothers Insurance, your trusted partner in total asset protection for over 50 years. Located at 6 McMaster Street, Owego, New York, we are proud to be a Top 100 Independent Insurance and Risk Management Broker, dedicated to safeguarding your family and business with comprehensive solutions tailored to your unique needs. At Smith Brothers Insurance, we believe in building lasting relationships with our clients, acting as both a family confidant and an enterprise risk manager. Our consultative approach and personalized service ensure that your personal life, business, and financial interests are fully protected, helping you achieve your goals with peace of mind.

Welcome to Ira Network LLC, your trusted partner in financial services located in the heart of Apalachin, New York. Situated at 21 Degroat Road, we are committed to providing exceptional financial solutions tailored to meet the unique needs of our clients. At Ira Network LLC, we specialize in a wide range of financial services designed to help you achieve your financial goals. Our team of experienced professionals is dedicated to delivering personalized advice and strategic planning, ensuring that every client receives the highest level of service and expertise. Whether you're looking for investment management, retirement planning, or financial consulting, Ira Network LLC is here to guide you every step of the way. Visit us today and discover how we can help you secure a prosperous financial future.

Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.

Welcome to Jessica Maureen Champion - Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management located in East Syracuse, New York. At our office, we understand that every client has unique financial goals and aspirations. That's why we offer personalized financial advice tailored to meet your individual needs. Our team of Ameriprise advisors brings a wealth of experience and knowledge across various financial disciplines. We encourage you to explore our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your financial objectives. Whether you're planning for retirement, managing investments, or preparing for life's unexpected events, our advisors are here to guide you every step of the way.

Welcome to Michael Murphy, Financial Advisor - Murphy Financial Group, where our mission is to help you manage and protect your wealth with confidence and ease. Located in the heart of Fayetteville, New York, at 503 Clinton Street, our family-owned business has been a trusted partner for three generations, offering personalized financial solutions tailored to meet the unique needs of our clients. At Murphy Financial Group, we understand that wealth management is a collaborative effort. Our team, led by Michael P. Murphy and Andrew M. Murphy, brings a wealth of experience and expertise, ensuring that you have the right professionals guiding your financial journey. We proudly represent New York Life Insurance Company, offering unmatched stability and innovation in the industry.

Welcome to Grace Capital Management, your trusted partner in financial excellence located in the heart of Fayetteville, New York. Situated at 516 Briar Brook Run, our firm is dedicated to providing personalized financial solutions to meet the unique needs of our clients. As a premier finance company, we specialize in wealth management, investment planning, and financial advisory services. At Grace Capital Management, we believe in building lasting relationships with our clients, guided by integrity, transparency, and a commitment to delivering exceptional results. Our team of experienced financial professionals is equipped with the expertise and insight needed to navigate today's complex financial landscape. Whether you're looking to grow your investments, plan for retirement, or secure your financial future, we offer comprehensive strategies tailored to your goals.

Welcome to First Command Financial Advisor - William Moran, your trusted partner in financial planning and wealth management located in the heart of Watertown, New York. Situated at 215 Washington Street, our firm is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial strategies. At First Command, we understand that financial planning is not a one-size-fits-all approach. William Moran, our experienced financial advisor, is committed to providing tailored solutions that meet your unique needs and aspirations. Whether you're planning for retirement, managing investments, or seeking guidance on estate planning, we are here to support you every step of the way.

Welcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals. With years of experience in the finance industry, our dedicated team provides personalized investment advice, wealth management, and comprehensive financial planning services tailored to meet the unique needs of each client.

Welcome to Integrity Financial Services, your trusted partner in achieving financial success and security. Located in the heart of Wheatfield, New York, we are committed to providing personalized financial solutions that cater to the unique needs of our community. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning, investment management, and wealth preservation. At Integrity Financial Services, we believe in building long-term relationships with our clients based on trust, transparency, and integrity. Whether you're planning for retirement, saving for your child's education, or managing your investment portfolio, we offer a comprehensive range of services to help you reach your financial goals.

Welcome to Zachary Damstetter - Wilmington Advisors @ M&T, your trusted partner in financial planning and advisory services, conveniently located at 3637 Delaware Avenue, Buffalo, New York. As a reputable financial advisory firm, we are committed to providing personalized financial solutions tailored to meet your unique needs and goals. Our team of experienced advisors is dedicated to guiding you through every step of your financial journey, whether you're planning for retirement, investing for the future, or managing your wealth. At Zachary Damstetter - Wilmington Advisors @ M&T, we pride ourselves on delivering exceptional service and expert advice to help you achieve financial success. Visit us today and discover how we can assist you in securing a prosperous future.

Welcome to Asset Management Group, LLC, your trusted partner in financial success, located at 1271 Harlem Road, Cheektowaga, New York. As a premier finance company, we specialize in delivering personalized asset management solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world with confidence and ease. At Asset Management Group, LLC, we understand that every client has distinct financial goals and challenges. Whether you're planning for retirement, looking to grow your investment portfolio, or seeking to safeguard your assets, we are here to provide expert guidance and innovative strategies. Our comprehensive range of services includes investment management, financial planning, risk assessment, and more.

Welcome to Timothy Lilley - Financial Advisor, Ameriprise Financial Services, LLC Located at 6622 Main Street, Williamsville, New York 14221, Timothy Lilley is your trusted partner in navigating the complex world of finance. As a dedicated financial advisor with Ameriprise Financial Services, LLC, Timothy is committed to helping you achieve your financial goals with confidence.

Welcome to Harlem Meer, a picturesque oasis nestled in the northeast corner of Central Park, Manhattan, New York. Located at 199 Central Park North, this serene destination is a beloved spot for both locals and tourists, offering an array of activities and breathtaking scenery. The Harlem Meer, meaning "small sea" in Dutch, reflects the area's rich history and was designed as part of a sequence of landscapes connected by water. This artificial lake is surrounded by lush landscapes, inviting pathways, and abundant wildlife, making it a perfect spot for relaxation and recreation. Families and nature enthusiasts alike can enjoy catch-and-release fishing, picnicking, and leisurely strolls along the water's edge. The area is also home to the Charles A. Dana Discovery Center, which offers engaging exhibits and community programs.

Welcome to Landmark Management, LLC, located at 115 East 69th Street, Manhattan, New York. As a fee-only SEC-registered investment adviser, we specialize in serving a select group of very high net worth individuals and family clients. With over 20 years of experience, our mission is to deliver objective, institutional-quality advisory services tailored to meet your unique investment needs. At Landmark Management, we pride ourselves on our personalized approach, which centers on open, honest communication and a profound understanding of your long-term financial goals. Our commitment is to provide access to the best available talent and strategies, ensuring that we meet and exceed your expectations.

Welcome to the Half Hollow Hills Community Library, a vibrant hub of learning and discovery located at 55 Vanderbilt Parkway, Dix Hills, New York. As a cornerstone of our community, our library offers a wealth of resources and programs designed to inspire and engage visitors of all ages. Join us every Tuesday for our exciting summer program series running through July and August, from 10 AM to 1 PM in the Digital Help Room, Room 312. Whether you're diving into a captivating novel or exploring new skills, our library is the perfect place to expand your horizons. Be sure to check back at the end of August for updates on upcoming events, including dates, costs, and registration information.

Welcome to Boxer, Silva & Associates - Ameriprise Financial Services, LLC, your trusted partner in financial planning and investment management located at 100 Summit Lake Drive, Valhalla, New York 10595. Our dedicated team is committed to helping you achieve your financial goals, whether it's planning for retirement, funding education, or making a significant purchase like a second home. At Boxer, Silva & Associates, we prioritize what's most important to you. Our personalized approach involves understanding your individual goals and risk tolerance to provide tailored investment, asset allocation, and portfolio recommendations. We believe in a collaborative process, documenting your goals, regularly reviewing your progress, and adapting your strategy as life changes occur.

Welcome to Tots To Teens Leasing Center, your trusted financial partner in Spring Valley, New York. Nestled in the heart of the community at Spring Valley, NY 10952, we specialize in providing tailored banking and financial solutions to meet the diverse needs of families, especially focusing on the younger generations. Our innovative leasing options are designed to support the financial growth and stability of children and teenagers, helping parents plan for a brighter future. Whether you're looking to start a savings plan for your child's education or exploring leasing options for their first car, our expert team is here to guide you every step of the way. At Tots To Teens Leasing Center, we believe in empowering families with the financial tools and knowledge they need to thrive. Visit us today and discover how we can help you build a secure financial foundation for your children's future.

Welcome to Flagstar Private Banking, your premier destination for personalized financial services in White Plains, New York. Conveniently located at 360 Hamilton Avenue, our establishment offers a comprehensive range of banking and financial solutions designed to meet the unique needs of our clientele. Whether you're looking to manage your personal finances, explore investment opportunities, or require specialized ATM services, our experienced team is dedicated to providing exceptional support and guidance every step of the way. At Flagstar Private Banking, we pride ourselves on delivering tailored financial strategies and a superior customer experience to help you achieve your financial goals. Visit us today and discover the difference of private banking excellence.

Welcome to Paäge et Cie, your trusted partner in financial management, conveniently located at 59 Beech Hill Road, Scarsdale, New York. With a proud history of serving three generations within the same families, we are committed to providing comprehensive financial services that cater to every aspect of your life. Our expert team believes in the power of data-driven insights, ensuring that the numbers speak for themselves to guide your financial decisions. Whether you're planning for the future or managing your current finances, Paäge et Cie is dedicated to helping you achieve your financial goals with confidence and clarity. Discover the difference of personalized, multi-generational financial expertise at Paäge et Cie.

Welcome to Ron Schmitt Sr: Primerica - Financial Services, your trusted partner in achieving financial security and peace of mind. Conveniently located at 10 Division Street, New Rochelle, New York, we are committed to serving the community with expert financial advice and comprehensive insurance solutions. At Ron Schmitt Sr: Primerica, we understand that financial planning is a journey. Our mission is to guide you through every step, ensuring your financial goals are met with personalized strategies tailored to your unique needs. Whether you're planning for retirement, looking to protect your family with life insurance, or seeking to build wealth for future generations, our team of experienced professionals is here to help.

Welcome to 618 Equity Corporation, your trusted partner in financial services located in the heart of Manhattan. Situated at 618 West 142nd Street, New York, we are dedicated to providing tailored financial solutions that meet the unique needs of our diverse clientele. Our team of experienced professionals is committed to helping you navigate the complex world of finance with ease and confidence. At 618 Equity Corporation, we specialize in offering comprehensive financial services, including investment management, financial planning, and advisory services. Whether you're an individual seeking personalized financial guidance or a business looking to optimize your financial strategies, we are here to support your journey towards financial success.

Welcome to Atlas Financial Partners LLC, your trusted financial advisory firm located in the heart of Manhattan at 25 Central Park West, New York. We specialize in providing personalized financial solutions tailored to meet the unique needs of our diverse clientele. Our team of experienced financial advisors is dedicated to guiding you through every step of your financial journey, whether you're planning for retirement, managing investments, or seeking strategies for wealth preservation. At Atlas Financial Partners LLC, we pride ourselves on our commitment to excellence, integrity, and client satisfaction. Discover the peace of mind that comes with having a dedicated financial partner by your side. Visit us today and let us help you achieve your financial goals with confidence.