The 30 Best Legacy management in New York City, New York

Thorley Wealth Management, Inc. is a leading finance institution located at 1478 Marsh Road in Pittsford, New York, United States. With a team of experienced financial advisors, Thorley Wealth Management specializes in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Thorley Wealth Management is dedicated to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.

DeVitto Wealth Management Group is a premier financial institution located at 80 Linden Oaks in Rochester, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including financial planning, investment management, estate planning, and retirement planning. At DeVitto Wealth Management Group, we prioritize building long-lasting relationships with our clients based on trust, integrity, and personalized service. Contact us today to see how we can help you grow and protect your wealth.

FocalPoint Wealth Management is a premier finance institution located at 441 Penbrooke Drive in Penfield, New York, United States. Our team of experienced financial advisors specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, FocalPoint Wealth Management is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Xceed Wealth Management Group is a premier financial institution located at 189 West Main Street in Webster, New York, United States. As a leading finance firm, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance on investment strategies, retirement planning, estate planning, and more. At Xceed Wealth Management Group, we are dedicated to helping our clients secure their financial future and build wealth for generations to come. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Ivory Wealth Management is a leading financial institution located at 258 Marguerite Avenue in South Floral Park, New York. Our team of experienced financial advisors and wealth managers are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Ivory Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Contact us today to learn how we can help you grow and protect your wealth.

Beyond Wealth Management is a premier finance institution located at 101 Main Street in the beautiful town of New Paltz, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services tailored to each individual's unique needs and aspirations. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Beyond Wealth Management is here to provide expert guidance and support every step of the way. Trust us to go above and beyond in managing your wealth and helping you build a secure financial future.

Frank Dwyer, Rhinebeck Asset Management is a division of Rhinebeck Bank, located at 2134 New York 208 in Montgomery, New York. As a finance institution, they offer a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized advice and solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frank Dwyer, Rhinebeck Asset Management is dedicated to helping you succeed financially.

Woodhouse Wealth Management, LLC is a premier finance institution located at 10 Westbrook Lane in Kingston, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Woodhouse Wealth Management, LLC to help you secure your financial future.

Merrill Lynch Wealth Management, located at 151 Stockade Drive in Kingston, New York, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide financial strategies tailored to each client's unique goals, drawing on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with clients to understand their personal and professional goals, lifestyle preferences, and multi-generational needs.

Wealth Management at Hudson Valley Credit Union is a premier financial institution located at 1810 South Road in Wappingers Falls, New York. Our team of experienced professionals is dedicated to helping our members achieve their financial goals and secure their financial future. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the individual needs of each client. With a focus on personalized service and expert advice, we strive to provide our members with the tools and resources they need to make informed decisions and build wealth for the long term. Visit us today to learn more about how we can help you reach your financial goals.

Prime Wealth Management is a leading finance institution located in Poughkeepsie, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive financial solutions tailored to your individual needs. Visit us at 3344 New York 9N to learn more about how Prime Wealth Management can help you secure a prosperous financial future.

Larchmont Wealth Management is a premier financial institution located at 1940 Palmer Avenue in Larchmont, New York. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Larchmont Wealth Management, we prioritize our clients' financial well-being and strive to provide them with the guidance and support they need to secure their financial future.

Shelter Rock Wealth Management, LLC is a finance institution located at 404 Glen Cove Avenue in Sea Cliff, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide comprehensive financial planning and investment services tailored to your individual needs. Contact us today to learn how we can help you secure your financial future.

Stone Hill Fiduciary Management, LLC is a finance institution located at 1010 Northern Boulevard in Great Neck, New York, United States. As a fiduciary management firm, we specialize in providing personalized financial services to our clients, including investment management, wealth planning, and estate management. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert advice. Trust Stone Hill Fiduciary Management, LLC to provide you with the guidance and support you need to secure your financial future.

La Ferla Group - Wealth Management & Financial Planners, located at 1050 Franklin Avenue in Garden City, New York, is a finance institution that focuses on exceeding expectations, simplifying lives, and helping clients establish lasting legacies. Their comprehensive family office services are designed to manage wealth from a 360-degree perspective, leveraging an exclusive network of experts to help clients achieve their personal and professional financial goals. As fiduciaries, La Ferla Group puts their clients first and is dedicated to providing top-notch financial planning services. Please note that assets mentioned are inclusive of acquired firms or investments and may not be considered regulatory assets under management.

SHR Wealth Management - Osaic Wealth Affiliate Firm is a leading finance institution located at 1615 Northern Boulevard in Manhasset, New York, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help our clients achieve their financial goals. Our comprehensive approach to financial planning ensures that each client receives tailored strategies to optimize their investments and secure their financial future. Trust SHR Wealth Management - Osaic Wealth Affiliate Firm to guide you towards financial success.

Long Island Private Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at One Jericho Plaza in Jericho, New York. Specializing in wealth management services, they provide tailored financial solutions for affluent clients looking to grow and protect their assets. With a team of experienced financial advisors, they offer personalized investment strategies, retirement planning, estate planning, and more. Their commitment to excellence and dedication to client success sets them apart as a top choice for individuals seeking expert financial guidance.

Legacy Edge Advisors is a prestigious finance institution located at 485 Underhill Boulevard, Syosset, New York, United States. With a strong reputation for providing top-notch financial advice and services, Legacy Edge Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced advisors offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Legacy Edge Advisors is committed to guiding you every step of the way. Trust in Legacy Edge Advisors to be your partner in financial success.

Family Wealth & Pension Management is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York. Our dedicated team of experts is committed to helping families manage their wealth and pensions effectively. We offer personalized financial planning services to help our clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your family's future, we are here to provide you with the guidance and support you need. Visit us today to see how we can help you secure a prosperous financial future for you and your loved ones.

North Shore Wealth Management Advisors, Inc. is a finance institution located at 200 Motor Parkway, Hauppauge, New York, United States. Our website offers a range of calculators to help you better understand your finances. We are dedicated to providing expert advice and guidance to help you meet your financial goals. Our mission is to serve our clients with integrity, courtesy, and respect. We are proud to offer professional services to clients in the New York Metro Tri-State Area and across the United States. Securities are offered through American Portfolios Financial Services, Inc. and investment advisory services are offered through American Portfolios Advisors, Inc. North Shore Wealth Management Advisors, Inc. is committed to serving your unique needs and helping you achieve financial success.

FDM Wealth Management is a premier financial institution located at 325 Jericho Turnpike in Smithtown, New York. Specializing in wealth management services, our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, FDM Wealth Management offers personalized solutions tailored to your individual needs. Trust us to provide sound financial advice and guidance to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards financial success.

Legacy Planning Solutions is a premier finance institution located at 21-34 Himrod Street in New York, United States. Our team of experienced financial advisors specializes in helping clients create comprehensive strategies to preserve and protect their assets for future generations. Whether you are looking to plan for retirement, minimize taxes, or ensure your loved ones are taken care of, Legacy Planning Solutions is dedicated to providing personalized and professional service to meet your unique financial goals. Contact us today to start planning for your legacy.

Woodberry Wealth Management & Associates Inc, located at 2266 5th Avenue in New York, is dedicated to providing clients with the very best methods for gaining, maintaining, and managing wealth. Led by founder Nakiim Bey, who has a background in both law and financial planning, the firm offers a comprehensive approach to wealth building and legal protection. Whether you are an investor, business owner, or individual looking to secure your financial future, Woodberry Wealth Management & Associates Inc can help you achieve your goals. Mr. Bey prioritizes client satisfaction and building strong relationships with those seeking wealth building services.

Legacy Consulting Services, LLC is a leading tax firm located at 70 Sunrise Highway in Valley Stream, New York. Specializing in accounting and finance, our team of certified tax professionals provides personalized services to clients across the United States. At Legacy Consulting Services, LLC, we understand the importance of making financial decisions carefully and with our clients' best interests in mind. Our CFOs are dedicated to helping businesses achieve optimal growth, maximize profitability, and minimize tax liabilities.

Wealth Advice and Management, LLC is a leading finance institution located at 1979 Marcus Avenue in New Hyde Park, New York, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive solutions tailored to each individual's unique needs. Trust Wealth Advice and Management, LLC to guide you towards a secure financial future.

Objective Wealth Management is a finance institution located at 50 Merrick Road in Rockville Centre, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We provide objective advice and guidance to help clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Objective Wealth Management is here to help you every step of the way.

Croce Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Croce Wealth Management provides personalized solutions tailored to each client's unique needs. Their commitment to excellence and dedication to client satisfaction make them a trusted partner in navigating the complexities of the financial world.

MDM Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. They offer a wide range of financial services to help clients manage and grow their wealth effectively. With a team of experienced professionals, MDM Wealth Management - UBS Financial Services Inc. provides personalized investment strategies and financial planning to help clients achieve their financial goals. Their commitment to excellence and client satisfaction sets them apart in the industry.

DiSilvio Wealth Management Group is a leading finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust DiSilvio Wealth Management Group to help you secure a stable financial future.

Kuttin Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we will discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Please visit our website for important disclosures and regulations, and feel free to refer your friends and family members to us for financial advice. We look forward to meeting with you to discuss what's most important to you.