TOP 10 Inherited business in New York

Welcome to Strategic Wealth Solutions LLC, your trusted partner in financial success, located at 625 Middle Country Road, Coram, New York. At Strategic Wealth Solutions, we are dedicated to providing personalized financial services tailored to meet your unique needs and goals. Our team of experienced professionals is committed to helping you navigate the complexities of wealth management, investment strategies, and financial planning. Whether you're looking to grow your investments, plan for retirement, or secure your financial future, we offer expert guidance and innovative solutions to ensure your prosperity. Discover the difference of working with a team that prioritizes your financial well-being. Visit us today and take the first step towards achieving your financial dreams.

Welcome to Thomas Pekar, your trusted partner in financial services located in the heart of Farmingville, New York. Situated at 9 Arden Lane, Thomas Pekar is committed to providing personalized and comprehensive financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning, investment management, and wealth preservation. Whether you are an individual seeking to secure your financial future or a business aiming to optimize your financial strategies, Thomas Pekar offers expert guidance and innovative solutions. Visit us today and discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to the Bank of New York Mellon, conveniently located at 2430 North Ocean Avenue in Farmingville, New York. As a leading financial institution, we are committed to providing exceptional banking and financial services to our community. Whether you're looking to manage your personal finances, explore investment opportunities, or simply need access to a reliable ATM, our team is here to assist you with all your banking needs. Experience the trusted expertise and personalized service that have made Bank of New York Mellon a cornerstone in the world of finance. Visit us today and let us help you achieve your financial goals with confidence and ease.

Welcome to Snyder Wealth Group, your trusted partner in financial success, located at 1733 North Ocean Avenue, Medford, New York. At Snyder Wealth Group, we are dedicated to providing personalized financial services that empower individuals and businesses to achieve their financial goals. Our team of experienced financial advisors specializes in comprehensive wealth management, investment strategies, retirement planning, and estate planning. We pride ourselves on building long-lasting relationships with our clients through transparency, integrity, and a deep understanding of their unique financial needs. Whether you're planning for your future, growing your wealth, or securing your legacy, Snyder Wealth Group is here to guide you every step of the way. Visit us today and discover how we can help you create a brighter financial future.

Welcome to Lee Neugebauer - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to offering personalized financial services tailored to meet your unique goals and aspirations. At Lee Neugebauer - Morgan Stanley, we understand that financial planning is a journey, and we are here to guide you every step of the way. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals provides a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more.

Welcome to The 454 Group - Morgan Stanley, your trusted partner in financial planning and wealth management, conveniently located at 888 Veterans Memorial Highway, Hauppauge, New York. As a leading financial advisory firm, we are dedicated to helping individuals, families, and businesses navigate the complexities of wealth management with personalized strategies and expert guidance. At The 454 Group, we understand that each client's financial journey is unique. Our team of experienced professionals is committed to providing tailored solutions that align with your specific goals and aspirations. Whether you're planning for retirement, managing investments, or seeking comprehensive financial advice, we leverage the vast resources of Morgan Stanley to deliver exceptional service and results.

Welcome to Clear Coastal Group - Morgan Stanley, your trusted partner in navigating the financial seas. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are committed to providing comprehensive financial services tailored to meet your unique needs. Our team of experienced financial advisors is dedicated to delivering personalized investment strategies, wealth management solutions, and financial planning to help you achieve your long-term financial goals. At Clear Coastal Group - Morgan Stanley, we pride ourselves on our deep industry expertise, innovative solutions, and unwavering commitment to client satisfaction. Whether you're looking to grow your investments, plan for retirement, or manage your assets, we are here to guide you every step of the way. Visit us today and discover how we can help you secure a brighter financial future.

Welcome to Robert Forte - Morgan Stanley, your trusted partner in financial planning and investment management. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, our office is dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. At Robert Forte - Morgan Stanley, we understand that each client's financial journey is unique. Our team of experienced financial advisors is committed to providing personalized strategies tailored to your specific needs and aspirations. Whether you're planning for retirement, saving for education, or looking to grow your investment portfolio, we offer a comprehensive range of services designed to help you succeed.

Welcome to George N Sucich & Associates, your trusted partner in financial solutions located at 38 Kings Highway, Hauppauge, New York. Our firm specializes in providing personalized financial services tailored to meet the unique needs of individuals and businesses in the community. With years of experience and a commitment to excellence, we offer a comprehensive range of services including financial planning, investment management, tax preparation, and consulting. Our team of dedicated professionals is here to guide you through every financial decision with expertise and integrity. At George N Sucich & Associates, we prioritize building lasting relationships with our clients, ensuring that your financial goals are met with precision and care. Visit us and discover how we can help you secure a prosperous financial future.

Welcome to the Bank of New York Mellon, your trusted partner in financial services, conveniently located at 945 N Wellwood Ave, Hauppauge, New York. As a leading provider in the banking and financial sector, we offer a comprehensive range of services designed to meet your personal and business financial needs. Our facility includes state-of-the-art ATMs for quick and easy transactions, as well as personalized banking solutions to help you manage your finances effectively. Whether you are looking to open a new account, explore investment opportunities, or simply need assistance with your day-to-day banking, our professional and friendly staff are here to help. Visit us today to experience exceptional service and discover how we can support your financial journey.

Welcome to TD Bank at 1806 Medford Avenue, Medford, New York, your local hub for all things banking and finance. At TD Bank, we pride ourselves on offering personalized service tailored to your unique financial needs. Our dedicated Relationship Managers and team of wealth professionals are here to provide expert advice on private banking, credit, investment, and financial planning. When you visit us, you'll have the opportunity to work with a TD Financial Advisor to create a detailed Client Profile and develop a comprehensive TD Wealth Plan that aligns with your financial goals. Our team is committed to helping you achieve your dreams, whether you're saving for a rainy day or planning for a specific milestone.

Welcome to CGAA Inc., your trusted partner in financial solutions, located conveniently at 1601 Veterans Memorial Highway, Hauppauge, New York. At CGAA Inc., we pride ourselves on delivering personalized financial services tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to providing expert guidance in areas such as financial planning, investment management, and risk assessment. Whether you're looking to secure your financial future, grow your investments, or navigate complex financial landscapes, CGAA Inc. is here to help you achieve your goals with confidence and clarity. Visit us today to discover how we can assist in building a solid financial foundation for your future.

Welcome to Wealth Advisory Group, LLC, your trusted partner in financial planning and wealth management, located in the heart of Hauppauge, New York. Situated at 150 Motor Parkway, we are committed to providing personalized financial solutions tailored to meet the unique needs of each client. Our expert team of financial advisors brings years of experience and a deep understanding of the ever-changing financial landscape to help you achieve your financial goals. At Wealth Advisory Group, LLC, we offer a comprehensive range of services, including retirement planning, investment management, estate planning, and tax strategies. Our client-centric approach ensures that we take the time to understand your individual circumstances and aspirations, allowing us to create a customized financial plan that aligns with your objectives.

Welcome to Cardinal Financial Company, Limited Partnership, your trusted partner in financial solutions, located at 3285 Veterans Memorial Highway, Ronkonkoma, New York. As a leading financial service provider, we are committed to helping individuals and businesses achieve their financial goals with tailored solutions that meet their unique needs. Our team of experienced professionals offers a wide range of services including mortgage lending, refinancing, and financial planning. At Cardinal Financial, we pride ourselves on delivering exceptional customer service and expert advice to guide you through every step of your financial journey. Visit us today and discover how we can help you secure a brighter financial future.

Welcome to Menna Wealth Planning Group, Inc., your trusted partner in financial success located at 3075 Veterans Memorial Highway, Ronkonkoma, New York. As a premier financial services firm, we specialize in providing personalized wealth management solutions tailored to meet the unique needs of our clients. Our team of experienced financial advisors is committed to guiding individuals, families, and businesses through the complexities of financial planning, investment management, and retirement strategies. At Menna Wealth Planning Group, Inc., we prioritize building long-lasting relationships based on trust, integrity, and exceptional service. Whether you're planning for the future, managing assets, or navigating life's financial challenges, we are here to help you achieve your financial goals with confidence and peace of mind. Discover the difference of working with a dedicated financial partner by contacting us today.

Welcome to Matarazzo Staiger Wealth Management, your trusted partner in financial success, conveniently located at 640 Johnson Avenue, Bohemia, New York. We are dedicated to providing personalized financial solutions to help you achieve your financial goals and secure your future. Our team of experienced professionals offers a comprehensive range of services, including investment management, retirement planning, estate planning, and tax strategies. At Matarazzo Staiger Wealth Management, we pride ourselves on building lasting relationships with our clients, offering tailored advice and guidance to navigate the complexities of the financial world. Discover the difference of working with a team that truly cares about your financial well-being. Contact us today to schedule a consultation and take the first step towards a prosperous future.

Welcome to Liberty Partners Financial Services LLC, your trusted partner in financial and health planning, located at 321 Dante Court, Holbrook, New York. At Liberty Partners, we are committed to empowering individuals and businesses in achieving their financial goals while promoting overall well-being. Our dedicated team of experts offers personalized financial services, including investment management, retirement planning, tax strategies, and insurance solutions tailored to meet your unique needs. We also emphasize the importance of financial health and wellness, providing guidance and resources to help you make informed decisions for a secure future. Discover the Liberty Partners difference today, where your financial health is our top priority. Visit us in Holbrook and let us help you pave the way to a prosperous and healthy future.

Welcome to Ehli & Associates Wealth Management, your trusted partner in financial success. Located at 640 Johnson Avenue, Bohemia, New York, our firm is dedicated to helping individuals, families, and businesses achieve their financial goals with confidence. With years of experience in the finance industry, our team of expert advisors offers personalized wealth management services tailored to meet your unique needs. Whether you're planning for retirement, managing investments, or seeking comprehensive financial planning, we provide insightful guidance and innovative strategies to secure your financial future. At Ehli & Associates, we prioritize building lasting relationships with our clients, ensuring that your financial journey is as smooth and rewarding as possible. Visit us today and discover how we can help you pave the way to financial prosperity.

Welcome to David Rey Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 4250 Veterans Memorial Highway, Holbrook, New York, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At David Rey Financial Group, we specialize in a comprehensive range of financial services, including investment management, retirement planning, tax strategies, and estate planning. Our experienced advisors are committed to delivering expert guidance and exceptional service to help you achieve financial success and peace of mind.

Welcome to Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLC, where your financial goals are our priority. Located at 640 Johnson Avenue, Bohemia, New York, our mission is to help you navigate the complexities of financial planning with confidence and clarity. Whether you're saving for a child's education, planning for a fulfilling retirement, or making informed investment choices, we offer personalized advice tailored to your unique needs. Our comprehensive approach ensures that you are prepared for both the expected and unexpected events in life, empowering you to feel more confident, connected, and in control of your financial future. We invite you to schedule an initial consultation, where we will discuss key financial planning concepts without providing written analysis or recommendations.

Welcome to R.W. Rogé & Company, your trusted partner in financial excellence located at 1 Corporate Drive, Bohemia, New York. With decades of experience in the finance industry, we are committed to helping individuals and businesses achieve their financial goals through personalized and strategic guidance. Our team of seasoned professionals offers a comprehensive range of services, including investment management, financial planning, retirement solutions, and wealth management. At R.W. Rogé & Company, we pride ourselves on building long-lasting relationships with our clients, ensuring that their financial future is secure and prosperous. Discover the difference that dedicated expertise and a client-centric approach can make. Visit us today and take the first step toward financial success.

Welcome to Christopher Sackman - Financial Advisor, Ameriprise Financial Services, LLC Located conveniently at 640 Johnson Avenue, Bohemia, New York, Christopher Sackman is your trusted partner in navigating the complex world of finance. As an experienced financial advisor, Christopher Sackman is committed to helping you achieve your financial goals through personalized and strategic planning.

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 the Bank of New York Mellon, conveniently located at 32 Station Road, Bellport, New York. As a leading global financial institution, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our community. Whether you're looking for personal banking solutions, investment management, or access to our state-of-the-art ATM services, our experienced team is here to assist you every step of the way. Visit us today and experience the trusted expertise and customer-focused service that the Bank of New York Mellon is renowned for. Your financial future starts here.

Welcome to ABG Services, Inc., your trusted partner in financial solutions, located at 50 Terry Street, Patchogue, New York. At ABG Services, we specialize in delivering comprehensive financial services tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping you navigate the complexities of finance with ease and confidence. Whether you are seeking personalized financial planning, investment strategies, tax preparation, or business consulting, ABG Services is here to guide you every step of the way. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. Our goal is to empower you with the knowledge and tools necessary to achieve financial success and peace of mind.

Welcome to Edward Jones - Financial Advisor: Lily Kowasz, your trusted partner for financial planning and investment advice, conveniently located at 180 East Main Street, Patchogue, New York 11772. Our mission is to help you achieve your financial goals by offering personalized services tailored to your unique needs. At Edward Jones, we prioritize the privacy and security of your data. To learn more about how we use and protect your information, please visit our Privacy and Security page. We collect information to deliver personalized services, content, and offers, as well as to enhance our marketing, research efforts, and digital experiences.

Welcome to Osaic Wealth Inc., your trusted partner in financial success, located at 868 Church Street, Bohemia, New York. As a premier financial services firm, Osaic Wealth Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive wealth management solutions. Our team of experienced financial advisors is committed to providing expert guidance and tailored strategies that align with your unique needs and aspirations. At Osaic Wealth Inc., we understand that financial planning is a lifelong journey. Whether you are planning for retirement, managing investments, or securing your family's financial future, we are here to support you every step of the way. Our services include investment management, retirement planning, tax-efficient strategies, estate planning, and more. We pride ourselves on building long-term relationships with our clients based on trust, integrity, and excellence.

Welcome to Timothy McDonald Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 693 Montauk Highway, Bayport, New York, we are dedicated to providing personalized financial solutions to help you achieve your goals. Whether you're planning for retirement, managing investments, or seeking guidance on tax strategies, our experienced team is here to offer expert advice and tailored strategies. At Timothy McDonald Financial Services, we prioritize building long-term relationships with our clients, ensuring transparency, integrity, and a commitment to your financial well-being. Visit us today to discover how we can assist you in securing a prosperous future.

Welcome to Raymond James Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 1320 Montauk Highway, Oakdale, New York, our firm is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At Raymond James Financial Services, we pride ourselves on our commitment to excellence and integrity. Our experienced team of financial advisors is here to guide you through every step of your financial journey, offering expert advice in investment management, retirement planning, estate planning, and more. Whether you're an individual investor, a family, or a business owner, we understand that your financial aspirations are as unique as you are.

Welcome to Raymond James Financial Services, your trusted partner in navigating the world of finance. Conveniently located at 79 Main Street, West Sayville, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. Our team of experienced professionals is committed to helping you achieve financial success through a comprehensive range of services, including investment management, retirement planning, estate planning, and more. At Raymond James Financial Services, we prioritize building long-lasting relationships with our clients, offering expert guidance and support every step of the way. Whether you're planning for the future or managing your current financial portfolio, we are here to help you make informed decisions with confidence. Visit us today and discover how we can assist you in achieving your financial aspirations.