TOP 30 Inheritance planning services in Webster, New York

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Aufsesser & Murch, Attorneys, P.C. is a reputable law firm located at 674 Ridge Road in Webster, New York. Specializing in various areas of law, including personal injury, family law, estate planning, and more, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism and client satisfaction, Aufsesser & Murch, Attorneys, P.C. is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Edward Jones - Financial Advisor: Matthew D Terp is a reputable finance institution located at 1027 Ridge Road in Webster, New York, United States. With a focus on providing personalized financial guidance to individuals, families, and businesses, Matthew D Terp offers a range of services including retirement planning, investment strategies, and wealth management. With a commitment to building long-term relationships based on trust and integrity, clients can feel confident in their financial future when working with Edward Jones - Financial Advisor: Matthew D Terp.

American Advisor is a finance institution located at 335 Wexford Place, Webster, New York, United States. They specialize in connecting clients with fee-only financial advisors who offer transparent pricing and comprehensive financial planning services. Whether you are nearing retirement, managing an inheritance, starting a business, or simply seeking financial control, American Advisor can match you with the right advisor for your unique needs. Their one-of-a-kind algorithm matches clients with three flat fee financial advisors who are experts in various financial niches, such as student loans, tax optimization, retirement planning, and more. All advisors are fiduciary, independent, and offer transparent pricing structures. Fees can be monthly, quarterly, hourly, by project, or retainer, and are tailored to the complexity of each client's financial situation. American Advisor carefully selects advisors based on occupation, financial planning needs, age, income, savings sizes, and location. Services offered include cash flow planning, investment analysis, retirement planning, tax planning, estate planning, risk management, education planning, charitable planning, and portfolio guidance or management. Clients can rest assured that their information is kept private, and all advisors on the platform pay the same monthly fee to ensure the best interest of the clients. If you are looking for complete transparency and control over your finances, American Advisor is the right place for you.