TOP 10 High net worth tax planning in Brewster, New York

Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.

Dennis Tracy - Financial Advisor, Ameriprise Financial Services, LLC, located at 568 North Main Street, Brewster, New York, United States, offers personalized advice to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Dennis Tracy. The institution provides insights on the current stock market trends and offers complimentary initial consultations to individuals seeking a more confident financial future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive expert guidance in managing their finances.

Sabrina Condon, CPA, MST is a reputable accounting and finance institution located at 29 Indian Wells Road in Brewster, New York, United States. Specializing in providing expert financial services, Sabrina Condon and her team offer a wide range of accounting and tax services to individuals and businesses. With a focus on accuracy, professionalism, and personalized attention, clients can trust Sabrina Condon, CPA, MST to handle all of their financial needs with precision and efficiency.