Importance of retirement planning in New York

Retirable is a finance institution located at 41 East 11th Street, New York, New York, United States. We specialize in providing financial planning and investment strategies tailored to fit your lifestyle, with a focus on monthly retirement income to help you confidently navigate your next chapter. Our licensed financial advisors offer holistic retirement planning, ensuring that you have continuous guidance on important decisions such as income, healthcare, and lifestyle needs. With a dynamic and customized plan in place, you'll always know where you stand financially and what you can comfortably spend next. Our investment management strategy is designed to support you through the complexities of retirement, while our cash management account allows you to access your funds easily and earn high interest.

Albany Financial Planning is a reputable finance institution located at 127 North Allen Street in Albany, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for your future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

The Financial Planning Association of Northeastern New York (FPA-NENY) is dedicated to promoting the importance of financial planning and providing high-quality education and networking opportunities for its members. Located at the prestigious Wolferts Roost Country Club in Albany, New York, FPA-NENY aims to be the premier community of financial planners in the region. Through mentoring, networking, and advocacy efforts, the association strives to serve as a valuable resource for both the public and the media. Visit our website at www.wolfertsroost.com to learn more about our mission and events.

Plan With Phil - Life Insurance & Disability Insurance is a finance and insurance agency located at 79 Madison Avenue, New York, New York, United States. Specializing in providing essential protection for individuals and families, we understand the importance of having the right insurance in place. Life insurance is the foundation of any solid financial plan, and we offer a variety of options including term life insurance and whole life insurance. Disability insurance can supplement your group benefits and protect your income, while long term care insurance helps safeguard your assets. Planning for retirement and higher education costs is also crucial, and our experienced team is here to help you navigate the process.

The Guardian Life Insurance Company of America, located at 1461 Lakeland Avenue in Bohemia, New York, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive and prepare for the future. They recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, demonstrating their commitment to inspiring well-being. With a reputation for delivering on promises, The Guardian has received recognition from organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their J.D. Power 2022 Certified Customer Service Program certification highlights their dedication to exceeding customer satisfaction benchmarks.

The Law Office of David Mansour, located at 324 Pine Avenue in Niagara Falls, New York, is dedicated to helping clients create a "Legal Toolbox" to protect themselves and their loved ones. To schedule an initial consultation, call (661) 414-7100 and fill out the questionnaire on the "Get Started" page in advance for a more productive meeting. During the consultation with attorney Robert Mansour, you will learn about the fundamentals of estate planning and how legal tools fit together to create an estate plan. The office will prepare your estate plan for review, providing a detailed summary and highlighting important sections. A review meeting can also be scheduled if desired. Finally, the documents will be signed and finalized, with step-by-step guidance on how to use your estate plan effectively.

Plan Today For Tomorrow is a financial planning institution located at 2074 Crompond Road in Yorktown Heights, New York. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future by providing personalized and comprehensive financial planning services. Whether you are looking to invest for retirement, save for your children's education, or protect your assets, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and start planning for a better tomorrow.

The Law Office of Melissa L. Carvajal, P.C. is a trusted estate planning lawyer serving Long Island families. Located at 70 Suffolk Court in Hauppauge, New York, the firm is dedicated to providing counsel, legal planning, and a trustworthy relationship at an affordable price. Whether you are being proactive or in a crisis situation, Attorney Melissa L. Carvajal is there to guide you through the process. As a wife and mother with a background in litigation, Melissa understands the importance of protecting your family, future, and legacy. The firm specializes in estate planning for families of all shapes and sizes, offering personalized services to ensure peace of mind for you and your loved ones.

Ettinger Law Firm specializes in elder law and estate planning services, offering expert legal assistance to clients in the Islandia, New York area. With a focus on helping individuals plan for their future and protect their assets, the firm provides comprehensive guidance on wills, trusts, Medicaid planning, and other important legal matters. Located at 1377 Motor Parkway, Ettinger Law Firm is dedicated to providing personalized and professional legal services to meet the unique needs of each client.

S.E.E.D. Planning Group is a fee-only financial planning institution located at 100 Elwood Davis Road in Syracuse, New York. As fiduciaries, we believe in the importance of financial planning in investment decision-making, tailored to meet your individual financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. At S.E.E.D., we offer a unique perspective on wealth management through our Ditch the Suits program, where our experienced planners share valuable insights on protecting your family's wealth and navigating financial complexities. Whether you're a business owner looking to secure your family's future or a parent seeking guidance on college or trade school options for your high school student, we have programs to help align your financial goals with your aspirations.

Under Par Planning is a finance institution located at 83 Bryant Street in Buffalo, New York, United States. We believe in helping our clients live an Under Par life, which requires vision, planning, and execution. Our proven routine connects how you spend your money and time with what you want out of life. At Under Par Planning, we offer a practice round on the house to get to know each other and ensure that our services are the right fit for you. We listen more than we talk, focusing on understanding your unique aspirations and needs. We help you organize all your financial data into a secure personal financial planning portal, providing you with a simplified view of your financial life.

Fiduciary Financial Planning is a reputable finance institution located at 4511 Harlem Road in Buffalo, New York. Our team of experienced financial planners is dedicated to providing personalized and trustworthy financial advice to help our clients achieve their goals. As a fiduciary, we always act in our clients' best interests, ensuring transparency and integrity in our services. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Fiduciary Financial Planning is here to help you navigate the complexities of finance with confidence and peace of mind.

Retirement Plan Consulting Group, located at 150 Motor Parkway, Hauppauge, New York, is a finance institution that specializes in helping individuals plan for their retirement. According to recent statistics, 8 out of 10 workers expect their workplace retirement savings plan to be a significant source of income during retirement. The institution offers securities-related services to residents of specific states in the U.S., and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Please note that insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on social media platforms do not necessarily reflect the views of the institution. Additionally, by clicking on certain links, you may be directed to a third-party website that is not affiliated with Wells Fargo Advisors. It is recommended to review the policies and terms of these third-party websites before providing any personal information.

Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.

Andrew Tsiolas - Financial Advisor at Alma Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 19603 Northern Boulevard in New York, United States. Specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Andrew Tsiolas works closely with clients to document their financial objectives, regularly review progress, and adjust strategies as needed. Clients have secure access to their investments and accounts from any device, allowing them to track progress towards their goals. For those interested in learning more about how Andrew Tsiolas can help achieve financial goals, scheduling a complimentary initial consultation is the first step. With a focus on retirement planning, education funding, major purchases, and more, Andrew Tsiolas helps clients navigate the financial landscape with personalized strategies. By staying informed on market trends and developments, clients can make informed decisions about their investments.

Macko Financial Group of Sullivan and Associates WM is a finance institution located at 3452 West Genesee Street, Syracuse, New York, United States. Residents of (CA, FL, MD, NJ, NY, PA, SC, VA) can utilize our financial calculators to assess their investment plans. Securities-related services may not be provided to individuals residing in states not listed above, so please consult with the FA. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Those residing outside of the U.S. should note that the information provided is for informational purposes only. Opinions, comments, and actions taken on Social Media are those of third parties and do not necessarily reflect the views of the institution. By clicking on certain links, you will leave the Wells Fargo Advisors website and enter a privately owned website not affiliated with the institution. It is important to review the third-party's policies and terms and conditions before proceeding.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

Welcome to Joey's Brokerage of Syracuse, your one-stop destination for all your food and grocery needs! Conveniently located at 2100 Park Street in the heart of Syracuse, New York, we pride ourselves on offering a wide selection of high-quality products to meet the diverse tastes and preferences of our community. Whether you're shopping for fresh produce, pantry staples, or unique gourmet items, Joey's Brokerage has you covered. Our store is committed to providing exceptional customer service, ensuring a pleasant and hassle-free shopping experience every time you visit. We source our products from trusted suppliers to guarantee freshness and quality, and our friendly staff is always ready to assist you with any questions or special requests you may have.

Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.

Welcome to Estate Planning Attorney Queens, your trusted partner for comprehensive estate planning services located at 56-30 186th Street, Queens, New York 11365. As leaders in the field, we specialize in providing a unique and personalized approach to meet the estate planning needs of individuals and families. Our firm offers a wide range of services, including domestic and international estate planning, taxation and wealth succession planning, business organization and succession planning, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Estate planning is a crucial legal process aimed at preserving and managing your assets during your lifetime and ensuring their distribution according to your wishes after your passing. A well-executed estate plan can save you and your estate significant amounts of money and ensure your final wishes are honored. Our expert attorneys will guide you through the process, allowing you to control what happens to your assets both now and in the future, rather than relying on state laws of inheritance.

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

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 the Bank of America Financial Center located at 4099 Seneca Street, West Seneca, New York 14224. As a trusted financial institution, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our clients. Our West Seneca location offers a comprehensive range of services to assist both personal and business clients. For business clients, we feature a dedicated business teller to facilitate in-person cash deposits, withdrawals, and currency exchanges. Additionally, you can conveniently make after-hours deposits using our secure night depository, with transactions credited the following business day.

Welcome to the Bank of Holland, your trusted financial partner located at 2341 Bowen Road, Elma Center, New York. As a cornerstone of the community, we are dedicated to providing exceptional banking and financial services tailored to meet the needs of individuals, families, and businesses in the region. At the Bank of Holland, we pride ourselves on our commitment to personalized service and local expertise. Our team of experienced professionals is here to assist you with a wide range of financial solutions, including personal and business banking, loans, mortgages, and investment services. We understand the importance of building strong relationships with our clients and are devoted to helping you achieve your financial goals with confidence and security.

Welcome to Bank of America, located at 17557 Hillside Avenue, Queens, New York 11432. Our branch is dedicated to providing exceptional banking and financial services to meet all your personal and business needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our experienced team is here to assist you every step of the way. For your convenience, our location features a drive-thru ATM, allowing you to access your accounts and perform transactions quickly and securely without leaving your vehicle. We understand the importance of flexibility in managing your finances, and our drive-thru service is designed to provide you with easy and efficient banking on the go.

Welcome to John Calabrese Financial, an Office of MetLife, located at 2 Teleport Drive, Staten Island, New York. We are dedicated to helping you achieve your financial goals, whether planning for retirement, funding education, or making a major purchase like a second home. Our personalized approach begins with understanding what matters most to you. We provide tailored investment, asset allocation, and portfolio recommendations based on your unique goals and risk tolerance. We document your objectives, regularly review your progress, and adapt your plan as life changes, ensuring you stay on track toward your financial aspirations.

Welcome to Knights of Columbus Insurance, your trusted insurance agency located conveniently on Long Island Expressway North Service Road in Medford, New York. We are proud to serve the Medford community and surrounding areas with a commitment to providing exceptional insurance solutions tailored to meet your needs. At Knights of Columbus Insurance, we understand that safeguarding your future is of utmost importance. Our team of dedicated professionals is here to guide you through a comprehensive range of insurance services, including life insurance, retirement planning, long-term care insurance, and more. We are focused on delivering personalized service and expert advice to help you make informed decisions about your financial security.

Merrill Lynch Financial Advisor Tiffany S Diaz is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Tiffany S Diaz has extensive experience in helping executives manage concentrated stock positions, navigate important transition events like retirement or inheritance, and provide access to Bank of America Private Bank trust and estate planning services. The institution offers personalized financial planning services, focusing on your goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. As your needs change, they are committed to adjusting your financial plan accordingly. By working closely with you and understanding your aspirations, they can help you manage, grow, and preserve your wealth. The institution emphasizes the importance of staying on track to achieve your financial goals, regardless of market fluctuations. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help address your financial needs effectively. Tiffany Diaz is registered to do business in several states and offers personalized investment strategies tailored to your unique needs. Investing involves risks, and it's essential to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Tiffany S Diaz is committed to helping you live your best financial life and achieve your goals.

Merrill Lynch Financial Advisor Gerald Slattery is located at 50 New York 111, Village of the Branch, New York, United States. Gerry is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification. Gerry graduated Magna cum Laude from the New York Institute of Technology in 1988 with a B.S. in Business Administration. At Merrill Lynch Wealth Management, Gerry focuses on building personalized plans centered on your goals and what you want to achieve. He believes in understanding your aspirations and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses like healthcare or education. By utilizing the Investment Personality Assessment, Gerry can tailor a financial approach that aligns with your investing preferences and goals.

Welcome to Trustco Bank, your trusted partner in financial success, located at 132 Fifth Avenue, Village of Pelham, New York. As a cornerstone of the community since 1902, we are committed to providing exceptional Home Town service and innovative banking solutions to help you achieve your financial goals. Whether you're seeking a trusted lending source for your family, friends, and neighbors, or looking to start your mortgage application from the comfort of your home, Trustco Bank is here to guide you every step of the way. Our knowledgeable staff is ready to assist you at over 140 convenient locations, and our state-of-the-art mobile app offers remote deposit features to ensure banking with us is as effortless as possible. Enjoy access to over 55,000 surcharge-free ATMs as part of the Allpoint ATM Network, and take advantage of our competitive home equity credit lines with low fixed rates and no appraisal or origination fees.