Inheritance planning services in Mexico, New York

Wharton Wealth Planning is a finance institution located at 3 Columbus Circle, New York, New York, United States. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person. We are a Retirement Planning & Certified Investment Advisory Firm with offices in New York and Santa Fe, New Mexico. Our philosophy is to prioritize our clients' needs by providing conflict-free services and simplifying the means by which our clients achieve their investment and retirement goals. As an independent, fee-only fiduciary, we act in good faith and put your interests ahead of our own. Our dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA develops financial plans and asset management strategies tailored to each client's unique situation. Whether you are early in your career or retired, our experienced financial consulting team can help implement a plan and asset management strategy specific to your needs. Contact us to develop an investment strategy and retirement plan for a more secure future. Visit us at our locations in New York and Santa Fe for comprehensive wealth management services that deliver peace of mind.

Seiter Law Firm is a reputable legal institution located at 3306 Main Street in Mexico, New York, United States. Specializing in various areas of law, the firm is dedicated to providing high-quality legal representation and personalized service to clients. With a team of experienced lawyers, Seiter Law Firm is committed to achieving the best possible outcomes for their clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, you can trust Seiter Law Firm to provide expert legal guidance and support. Contact them today to schedule a consultation and learn more about how they can help you with your legal needs.