Inheritance planning services in Southampton, New York

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 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 Certified Financial Services, your trusted partner in navigating the complex world of finance, insurance, and legal matters. Conveniently located at 34 Red Creek Circle, Hampton Bays, New York, we are dedicated to providing personalized and comprehensive solutions to meet your unique needs. At Certified Financial Services, we understand that financial planning, insurance, and legal guidance are integral to achieving peace of mind and long-term success. Our team of experienced professionals is committed to delivering exceptional service, tailored strategies, and expert advice to help you make informed decisions and secure your future.

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 Raymond James Financial Services, your trusted partner in achieving financial success. Conveniently located at 69 Main Street in the picturesque village of Sag Harbor, New York, our office is dedicated to providing personalized financial solutions tailored to meet your unique needs. As a leading provider of comprehensive financial services, we specialize in investment management, retirement planning, estate planning, and wealth management. Our team of experienced professionals is committed to guiding you through every step of your financial journey, ensuring your goals are met with confidence and clarity. At Raymond James Financial Services, we pride ourselves on our client-centric approach, offering insightful advice and innovative strategies to help you navigate the complexities of today's financial landscape. Visit us today and discover how we can help you secure a prosperous future.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to Peter Goldberg - Financial Advisor at Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York. As a dedicated financial advisor, Peter Goldberg is committed to helping you navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for a major purchase, or looking to secure your financial future, Peter is here to assist you every step of the way. Our initial consultation provides an overview of essential financial planning concepts, tailored to discuss what matters most to you. While this meeting does not include written analysis or specific recommendations, it sets the foundation for understanding your financial goals. Please note that Ameriprise Financial cannot guarantee future financial results.

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 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 Adam Miller Group, your trusted legal partner in the heart of Bridgehampton, New York. Located at 2462 Montauk Highway, our firm combines top-tier Manhattan experience with unparalleled Hamptons expertise to deliver exceptional legal services tailored to your needs. At Adam Miller Group, we understand the unique legal landscape of the Hamptons and are committed to providing personalized attention and strategic solutions for our clients. Whether you're seeking legal assistance for real estate transactions, business matters, or personal legal issues, our team of seasoned professionals is here to guide you every step of the way. Visit us at 2462 Main Street, Suite 7, or reach out to our office at Post Office Box 1947, Bridgehampton, NY 11932, to learn how we can assist you with your legal needs.

Welcome to De Mayo Thomas J, your trusted legal partner located in the heart of Hampton Bays, New York. Situated conveniently at 148 Montauk Highway, we are dedicated to providing exceptional legal services to our community and beyond. As a seasoned law firm, we specialize in a wide range of legal areas, ensuring personalized and comprehensive solutions tailored to meet your unique needs. At De Mayo Thomas J, we pride ourselves on our commitment to excellence, integrity, and client satisfaction. Our experienced legal team is well-versed in navigating the complexities of the legal system, offering expert advice and representation in various practice areas. Whether you're seeking assistance with family law, real estate transactions, business law, or estate planning, you can trust us to guide you every step of the way.

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 Keith O'Halloran Law Office, your trusted legal partner located in the heart of Westhampton Beach, New York. Situated at 32 Mill Road, our firm is dedicated to providing exceptional legal services tailored to meet your unique needs. With years of experience and a commitment to excellence, Keith O'Halloran and his team specialize in a wide range of legal areas, ensuring personalized attention and expert guidance every step of the way. At Keith O'Halloran Law Office, we understand that navigating the legal system can be daunting. That's why we prioritize clear communication and a client-centered approach, offering compassionate support and strategic solutions to help you achieve the best possible outcome. Whether you require assistance with family law, real estate transactions, estate planning, or other legal matters, our knowledgeable and approachable team is here to assist you.

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.

Welcome to Point 32 Investment Partners, your trusted financial advisory firm located in the heart of Westhampton Beach, New York. Situated at 115 Main Street, we are committed to providing personalized investment strategies and financial solutions tailored to meet your unique needs. Our team of experienced professionals specializes in a wide range of financial services, including wealth management, retirement planning, and portfolio diversification. At Point 32 Investment Partners, we prioritize building long-term relationships with our clients, ensuring that your financial goals are aligned with your life's ambitions. Visit us today to discover how we can help you navigate the complexities of the financial world with confidence and clarity.

Welcome to The Law Office of Astarita & Associates, your trusted legal partner in Hampton Bays, New York. Conveniently located at 13 Ponquogue Avenue, our firm is dedicated to providing exceptional legal services to the local community and beyond. At Astarita & Associates, we pride ourselves on our expertise, personalized attention, and commitment to achieving the best possible outcomes for our clients. Our team of experienced attorneys specializes in a wide range of legal areas, including family law, real estate, estate planning, and business law. We understand that each case is unique, and we tailor our approach to meet the specific needs and goals of our clients. Whether you are navigating a complex legal dispute, planning for the future, or handling a real estate transaction, we are here to guide you every step of the way.

Welcome to the Law Offices of Frederic C. Foster, where we are dedicated to providing exceptional legal services tailored to meet your unique needs. Conveniently located at 4 Montauk Highway in the heart of Westhampton, New York, our firm is committed to serving the local community with integrity and professionalism. At the Law Offices of Frederic C. Foster, we understand that navigating legal matters can be challenging. That’s why we offer personalized attention and expert guidance across a range of legal areas. Whether you require assistance with family law, real estate transactions, estate planning, or any other legal concerns, our experienced team is here to help you every step of the way.

Welcome to Edward Burke Jr. & Associates, your trusted partner in legal services located in the heart of Sag Harbor, New York. Situated at 62 Main Street, our firm is dedicated to providing personalized and comprehensive legal support to individuals, families, and businesses in the community. With a strong commitment to excellence, Edward Burke Jr. & Associates specializes in a wide range of legal areas, including real estate law, estate planning, family law, and civil litigation. Our experienced team of attorneys is passionate about delivering tailored solutions that meet the unique needs of each client. We pride ourselves on our approachable and client-focused approach, ensuring that every client receives the attention and respect they deserve. At Edward Burke Jr. & Associates, we understand the complexities of the legal system and strive to make the process as smooth and stress-free as possible.

Welcome to the Law Office of Thomas W. Horn, where your legal needs are our top priority. Conveniently located at 3330 Noyack Road in the picturesque town of Sag Harbor, New York, our practice is committed to providing exceptional legal services to individuals, families, and businesses in the local community and beyond. At the Law Office of Thomas W. Horn, we understand that navigating the legal system can be complex and overwhelming. With years of experience and a deep understanding of the law, Thomas W. Horn is dedicated to offering personalized and effective solutions tailored to each client's unique situation. Whether you require assistance with family law, estate planning, real estate transactions, or business law, we are here to guide you every step of the way.