TOP 30 Inheritance planning services in Southampton, New York

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 Rocco A. Carriero Wealth Partners, a trusted provider of financial services located at 640 Johnson Avenue, Bohemia, New York. As part of Ameriprise Financial Services, LLC, we are committed to helping you navigate your financial journey with confidence and clarity. Our team of experienced financial advisors is individually registered and well-equipped to serve clients across various U.S. states. To learn more about our advisors' qualifications, please visit their personal websites or consult FINRA’s BrokerCheck. At Rocco A. Carriero Wealth Partners, we understand that your financial goals are unique. That's why we invite you to meet with us to discuss what's most important to you. During our initial consultation, we will provide an overview of financial planning concepts tailored to your needs. Please note that this session does not include written analysis or specific recommendations.

Welcome to Bryan Durso - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making significant purchases like a second home. At our initial complimentary consultation, we will discuss what's most important to you and outline how we can work together to meet your objectives. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Together, we'll document your goals, regularly review and analyze your progress, and adjust your approach as your life evolves. You can access your investments and track your progress anytime, from any device, securely.

Welcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.

Welcome to UBS Financial Services Inc., your trusted partner in financial excellence, located at the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions to meet your unique needs. As a leading provider in the finance industry, UBS Financial Services Inc. offers a comprehensive suite of services, including wealth management, investment advisory, retirement planning, and more. Our team of experienced professionals is committed to helping you achieve your financial goals with tailored strategies and expert guidance. Visit us today and discover how UBS Financial Services Inc. can help you secure a prosperous financial future.

Welcome to Rosemarie Dios, CFP - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Southampton, New York. With a prime location at 8 Main Street, we are dedicated to serving the financial needs of individuals, families, and businesses in our community and beyond. Rosemarie Dios, a Certified Financial Planner (CFP), brings a wealth of expertise and a personalized approach to help you achieve your financial goals. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Rosemarie is committed to providing tailored strategies that align with your unique financial aspirations.

Welcome to Dios Wealth Management - UBS Financial Services Inc., your trusted partner in financial planning and wealth management. Conveniently located at 8 Main Street, Southampton, New York, we are dedicated to helping you achieve your financial goals with personalized and comprehensive strategies. Our experienced team of financial advisors is committed to providing exceptional service, tailored investment solutions, and insightful advice to guide you through every stage of your financial journey. Whether you're planning for retirement, managing your assets, or seeking investment opportunities, Dios Wealth Management is here to support your financial well-being with integrity and expertise. Visit us today and discover how we can help secure your financial future.

Welcome to Sean Hattrick - UBS Financial Services Inc., your trusted partner in financial success, located at 8 Main Street, Southampton, New York. Our firm is dedicated to providing personalized financial services to help you achieve your financial goals. With a comprehensive range of solutions, including wealth management, investment advice, and retirement planning, we tailor our strategies to meet your unique needs and aspirations. Our experienced team of financial advisors is committed to delivering exceptional service with integrity and professionalism. Whether you're planning for the future, managing current finances, or looking to grow your wealth, Sean Hattrick - UBS Financial Services Inc. is here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.

Welcome to Jay Diesing - UBS Financial Services Inc., your trusted partner in financial planning and wealth management, located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial services tailored to meet the unique needs of each client. With a commitment to excellence and a deep understanding of the financial landscape, Jay Diesing and his team offer a comprehensive suite of services including investment management, retirement planning, estate planning, and more. Our goal is to help you navigate the complexities of the financial world with confidence and ease. Whether you're planning for a secure retirement, managing your family's wealth, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us today to discover how we can help you achieve your financial aspirations.

Welcome to Erik DeGroot - UBS Financial Services Inc., your trusted partner in financial success, located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions that cater to your unique needs and aspirations. With a commitment to excellence and a deep understanding of the financial landscape, Erik DeGroot and his team offer a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more. We pride ourselves on building long-term relationships with our clients, ensuring that your financial goals are met with precision and care. Visit us today and discover how we can help you achieve financial peace of mind.

Welcome to Roy Cashion III - UBS Financial Services Inc., your trusted partner in navigating the financial landscape. Conveniently located at 8 Main Street, Southampton, New York, we specialize in providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals offers a comprehensive range of services, including investment management, retirement planning, estate planning, and wealth management. Whether you're an individual investor or a business looking to secure your financial future, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to Diesing/DeGroot/O'Malley Wealth Management - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Southampton, New York. Situated at 8 Main Street, our team is dedicated to delivering personalized financial solutions to help you achieve your long-term financial goals. As a premier financial services provider, we specialize in a wide range of services, including investment management, retirement planning, estate planning, and more. Our experienced advisors, equipped with the global resources of UBS, work closely with each client to develop tailored strategies that align with their unique financial aspirations and needs.

Welcome to the Law Office of Richard Pellegrino II, a distinguished legal practice located at 112 West Main Street, Riverhead, New York. With over 30 years of experience, Richard Pellegrino II is dedicated to providing expert legal representation across a range of practice areas, including criminal law, business law, employment law, and real estate law. Richard Pellegrino II is a seasoned attorney with a robust educational background, having graduated from Hobart College and Syracuse University College of Law. Admitted to the New York State Bar in 1991, he has also been admitted to the United States Eastern and Southern District Courts. His early career as a Prosecutor and Assistant District Attorney with Nassau County equipped him with invaluable experience in handling criminal, DWI/DUI, and traffic cases, making him adept at navigating plea negotiations, motions, hearings, and trials.

Welcome to Schwartz & Sinski PC, your trusted legal partners located in the heart of Southampton, New York. Situated at 33 Flying Point Road, our esteemed law firm is dedicated to providing comprehensive legal services tailored to meet the unique needs of our clients. With a strong commitment to excellence and a personalized approach, Schwartz & Sinski PC specializes in a wide range of legal areas, ensuring expert guidance and representation. Our experienced team of attorneys is here to assist you with professionalism and integrity, whether you need assistance with family law, real estate transactions, estate planning, or business law. At Schwartz & Sinski PC, we pride ourselves on building lasting relationships with our clients and delivering the highest standard of legal care. Contact us today to schedule a consultation and discover how we can support you in navigating your legal challenges with confidence.

Welcome to Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP, your trusted legal partner in Southampton, New York. Conveniently located at 200 North Sea Road, our esteemed law firm has proudly served the community with dedication and integrity for many years. Our team of highly skilled attorneys is committed to providing expert legal counsel across a wide range of practice areas, including real estate, estate planning, business law, litigation, and more. We understand the unique needs of our clients and strive to deliver personalized solutions that achieve the best possible outcomes. At Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP, we prioritize building lasting relationships based on trust and transparency. Whether you are seeking advice for personal matters or complex business issues, our knowledgeable and compassionate team is here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Welcome to Aidala, Bertuna & Kamins, PC, your trusted partner for skilled legal advice and focused action to achieve your goals. Located at 1764 County Road 39, Southampton, New York, we specialize in providing comprehensive legal services tailored to meet your unique needs. Our team is dedicated to offering long-term estate planning solutions that are customized to suit your family's requirements, ensuring peace of mind for the future. At Aidala, Bertuna & Kamins, PC, we pride ourselves on delivering results. Our accomplished attorneys, including Partner Imran H. Ansari and Associate Rosario Bona, have a proven track record of success. Recently, alongside intern Emma Barbaccia, they secured a favorable jury trial verdict for a plaintiff in a personal injury case in the New York State Supreme Court in Brooklyn. Additionally, our firm achieved a significant victory when all charges against a client were dismissed and sealed in the Manhattan Supreme Court.

Welcome to the Law Offices of Luigi Vigliotti, your trusted legal partner located at 53 Hill Street, Southampton, New York. With a steadfast commitment to serving the local community, our firm provides expert legal guidance and representation across a wide range of practice areas. Led by Luigi Vigliotti, a seasoned attorney with extensive experience, we pride ourselves on delivering personalized, results-driven solutions tailored to meet the unique needs of each client. Whether you require assistance with family law, estate planning, real estate transactions, or any other legal matters, our dedicated team is here to offer compassionate support and strategic advice. At the Law Offices of Luigi Vigliotti, we understand the complexities of the legal system and are committed to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and let us help you navigate your legal challenges with confidence and expertise.

Welcome to Stephen L Ukman Law Office, your trusted legal partner located in the heart of Southampton, New York. Situated at 46 Main Street, our practice is dedicated to providing exceptional legal services to the local community and beyond. With a strong commitment to professionalism and integrity, Stephen L Ukman Law Office specializes in a wide range of legal areas, ensuring personalized and comprehensive support for each client. Our experienced team is well-versed in handling various legal matters, offering expert advice and representation tailored to meet your unique needs. Whether you require assistance with real estate transactions, family law, estate planning, or business law, we are here to guide you every step of the way.

Welcome to Marissa L. Glass, Esq. - Your Trusted Legal Partner in Southampton, NY Located in the heart of Southampton, New York, Marissa L. Glass, Esq. is dedicated to providing exceptional legal services to individuals and businesses throughout the region. As a seasoned attorney, Marissa L. Glass specializes in a wide range of legal areas, ensuring that each client receives personalized and effective representation tailored to their unique needs.

Welcome to Flanagan Gilbert G, your trusted legal partner in Southampton, New York. Conveniently located at 21 South Main Street, our firm is dedicated to providing exceptional legal services to meet the diverse needs of our clients. With years of experience in the legal field, Flanagan Gilbert G specializes in offering expert advice and representation across a wide range of legal matters. Our commitment to personalized service ensures that each client receives the attention and tailored solutions they deserve. Whether you require assistance with personal, family, or business legal issues, Flanagan Gilbert G is here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can help you achieve your legal goals.

Welcome to the law office of Joseph A. Salvi, Esq., your trusted legal partner in Southampton, New York. Conveniently located at 48 Hill Street, our practice is dedicated to providing exceptional legal services to the local community and beyond. With a commitment to excellence and a personalized approach, Joseph A. Salvi, Esq. specializes in a wide range of legal areas, ensuring that each client receives the attention and expertise they deserve. Whether you need assistance with family law, real estate transactions, estate planning, or general legal counsel, our office is here to guide you every step of the way. We pride ourselves on our integrity, professionalism, and a deep understanding of the law, all aimed at achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.

Welcome to Merrill Lynch Financial Advisor Mary C. Barty Scheurer, located at 57 Hampton Road, Southampton, New York 11968. As a dedicated financial advisor, Mary C. Barty Scheurer is committed to helping you navigate the complexities of finance and investment. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide the tools and insights you need to pursue your financial goals. At our Southampton office, we understand that every client is unique. Whether you have a clear financial strategy or are just beginning to plan for the future, we tailor our services to meet your individual needs. Our approach is about more than just managing money; it’s about understanding your plans, hopes, dreams, and goals. We work closely with you to adapt to changing goals, evolving family situations, and new commitments.

Welcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals. At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.

Welcome to Merrill Lynch Financial Advisor Joseph Gaviola's office, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Joseph Gaviola is committed to helping you navigate the complexities of wealth management with personalized strategies tailored to your unique financial goals. At Merrill Lynch, we provide access to a wide range of investment solutions alongside the banking convenience of Bank of America. Our approach begins with a deep understanding of your financial picture, ensuring that the strategies we develop are as flexible and dynamic as today's ever-changing market conditions. We focus on what matters most to you, crafting a personalized plan to help you and your family pursue your financial aspirations while managing investment risk.

Welcome to Atlantic Harbor Wealth Management Located in the heart of Southampton, New York, Atlantic Harbor Wealth Management is your trusted partner in navigating the complexities of personal and corporate finance. Situated at 300 New York 27A, our firm is dedicated to providing tailored financial solutions that align with your unique goals and aspirations.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management, located in the heart of Southampton at 67 Hampton Road, New York. As a distinguished financial advisory firm, we are dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Our team of experienced advisors offers a comprehensive range of services, including retirement planning, wealth management, investment strategies, and more. At Wells Fargo Advisors, we prioritize your financial well-being, providing tailored solutions to meet your unique needs. Visit us today and discover how we can help you secure a prosperous financial future.