Legacy planning and succession in White Plains, New York
20 results found
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TFG Accounting and Tax
TFG Accounting and Tax, located at 120 White Plains Road in Tarrytown, New York, has been providing comprehensive accounting, audit, tax, and business consulting services since 1996. As part of The Fuoco Group, they offer a range of financial advisory services through their TFG Related Entities, including TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors. Their team of Certified Public Accountants understands the unique financial needs of individuals, families, entrepreneurs, and business owners, offering innovative solutions to help them achieve their goals. From tax-saving strategies to comprehensive financial management, TFG Accounting and Tax provides customized options for growth and legacy building.
financial planning Associates, LLC
Financial Planning Associates, LLC is a leading finance institution located at 399 Knollwood Road in White Plains, New York, United States. Our team of expert financial advisors are dedicated to helping clients achieve their financial goals through personalized planning and strategic investment management. With a focus on comprehensive financial planning, retirement planning, and wealth management, we strive to provide our clients with the tools and guidance they need to secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
Hara Yoshida Accounting
Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
Morgan Legal Group P.C. | Westchester
At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.
J. Cameron Law, PLLC
J. Cameron Law, PLLC is a reputable law firm located at 455 Tarrytown Road in White Plains, New York. Specializing in business law, our team is dedicated to helping business owners build and protect their wealth. With years of experience and a commitment to providing top-notch legal services, we strive to offer personalized solutions to meet the unique needs of each client. Whether you are starting a new business, navigating complex legal issues, or planning for the future, J. Cameron Law, PLLC is here to support you every step of the way.
The Magis Group, Inc.
The Magis Group, Inc. is a finance institution located at 660 White Plains Road in Tarrytown, New York, United States. Specializing in providing comprehensive financial services, The Magis Group, Inc. offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they are dedicated to delivering top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment advice, retirement planning, or wealth management services, The Magis Group, Inc. is committed to helping you make the most of your financial resources.
Szczesniak Andrew W
Welcome to Szczesniak Andrew W, your trusted legal partner in White Plains, New York. Conveniently located at 222 Mamaroneck Avenue, our law office is dedicated to providing exceptional legal services with a personal touch. Led by Andrew W. Szczesniak, an experienced and compassionate attorney, we specialize in a wide range of legal areas to meet your unique needs. Our commitment is to guide you through complex legal matters with professionalism, integrity, and a client-focused approach. Whether you require assistance with family law, real estate transactions, or estate planning, we are here to offer expert advice and representation.
Bosworth, Gray & Fuller
Welcome to Bosworth, Gray & Fuller, your trusted Bronxville Estate Planning Attorneys and Westchester County Lawyers. Conveniently located at 116 Kraft Avenue, Bronxville, New York 10708, our firm has been dedicated to serving the legal needs of our community since 1967. At Bosworth, Gray & Fuller, we understand the importance of having a reliable and experienced attorney by your side, whether you're dealing with estate planning concerns or navigating the complexities of purchasing a home. Our team combines the expertise of a large New York law firm with the personalized service and affordability of a smaller practice, ensuring that your interests are zealously protected.
Craig Forbes - Prudential Financial
Welcome to Craig Forbes - Prudential Financial, your trusted partner in financial planning and insurance solutions, conveniently located at 360 Hamilton Avenue, White Plains, New York. As a dedicated finance and insurance agency, we are committed to helping you navigate the complexities of financial management with confidence and ease. Our expert team, led by Craig Forbes, offers personalized services tailored to meet your unique needs, whether you're planning for retirement, securing your family's future, or exploring investment opportunities. At Craig Forbes - Prudential Financial, we prioritize your financial well-being and strive to provide insightful guidance and comprehensive solutions that empower you to achieve your goals. Visit us today and discover how we can support your journey towards financial stability and success.
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group is a prestigious finance institution located at 120 White Plains Road in Tarrytown, New York. Our team of expert financial advisors and wealth managers are dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on personalized service and tailored investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Onyx Bridge Wealth Group to guide you towards financial success.
Helwig, Henderson, Lamagna, Gray & Spinola, LLP
Helwig, Henderson, Lamagna, Gray & Spinola, LLP is a prestigious law firm located at 399 Knollwood Road in White Plains, New York. With a team of experienced attorneys, the firm specializes in a wide range of legal services including corporate law, real estate law, litigation, and estate planning. Known for their dedication to providing top-notch legal representation and personalized service to their clients, Helwig, Henderson, Lamagna, Gray & Spinola, LLP is a trusted name in the legal community. Whether you are a business owner, individual, or family in need of legal assistance, you can rely on this firm to advocate for your best interests and achieve successful outcomes.
Judy N. Cuzzacrea Wagner
Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.
CMC Wealth Management
CMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.
Hudson Financial Group
Hudson Financial Group is a reputable finance and insurance agency located at 580 White Plains Road in Tarrytown, New York, United States. With a team of experienced professionals, Hudson Financial Group offers a wide range of financial services including investment planning, retirement planning, and insurance solutions. Clients can expect personalized and comprehensive financial advice to help them achieve their financial goals and secure their future. Visit Hudson Financial Group today to start building a solid financial foundation.
Highbridge Financial Group
Highbridge Financial Group is a leading finance institution located at 660 White Plains Road in Tarrytown, New York. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement solutions, Highbridge Financial Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Highbridge Financial Group provides personalized and comprehensive financial advice to clients across the United States.
Merrill Lynch Financial Advisor Daniel P Tarpey
Merrill Lynch Financial Advisor Daniel P Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on starting relationships with conversations to help clients identify and prioritize their financial goals. They believe in achieving financial success by making personalized investment decisions that align with clients' aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of clients' investing preferences to customize financial approaches. The institution offers tools to track changes in clients' lives and goals to reflect in their financial strategies. With access to Merrill's investment insights and Bank of America's banking solutions, they work with clients to develop an approach tailored to their financial needs. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on clients' goals. Regular check-ins and adjustments to financial approaches ensure clients stay on track to achieve their objectives. By getting to know clients personally and understanding their priorities, the institution offers financial approaches that reflect their unique needs and personalities. The advisors at Merrill Lynch Wealth Management help clients navigate financial complexities and build customized investment strategies to reach their goals. The institution puts clients first, providing dedicated one-on-one relationships and personalized investment strategies. They offer the latest investment insights, tips, and strategies to help clients live their best financial lives.
TD Wealth
TD Wealth is a leading financial institution located at 1133 Westchester Avenue in White Plains, New York. As a part of the TD Bank Group, TD Wealth offers a wide range of financial services including investment management, wealth planning, and private banking. With a team of experienced financial advisors, TD Wealth is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, TD Wealth has the expertise and resources to guide you every step of the way. Visit TD Wealth in White Plains today to learn more about how they can help you achieve financial success.
David J. Babel, Esq., P.C.
Welcome to David J. Babel, Esq., P.C., where expert legal counsel meets personalized financial guidance. Conveniently located at 575 White Plains Road, Eastchester, New York, our firm is dedicated to providing comprehensive legal and financial solutions tailored to meet your individual needs. With a focus on finance and law, David J. Babel, Esq., P.C. offers a wide range of services including estate planning, tax law, corporate finance, and real estate transactions. Our experienced team is committed to helping you navigate complex legal landscapes with ease and confidence. Whether you're planning for the future or managing current financial challenges, trust us to deliver the expertise and support you need. Contact us today to schedule a consultation and discover how we can assist you in achieving your goals.
Estates & Trusts Tax CPA
Welcome to Estates & Trusts Tax CPA, your trusted partner for expert accounting and financial services in White Plains, New York. Conveniently located at 117 Hillair Circle, we specialize in providing comprehensive tax solutions tailored to the unique needs of estates and trusts. Our dedicated team of experienced Certified Public Accountants is committed to delivering personalized service and strategic advice to help you navigate the complexities of estate planning and trust management. At Estates & Trusts Tax CPA, we understand the importance of preserving your legacy and ensuring financial peace of mind for you and your beneficiaries. We offer a wide range of services, including tax preparation, compliance, and consulting, all designed to optimize your tax situation and safeguard your assets. Our client-centric approach means that we work closely with you to understand your goals and develop customized strategies that align with your financial objectives.
ATM Machine at M & J Barbershop
Welcome to the ATM Machine at M & J Barbershop, conveniently located at 4225 White Plains Road, The Bronx, New York 10466, United States. Whether you're a local resident or just passing through, our ATM provides quick and easy access to your cash whenever you need it. At M & J Barbershop, we're not just about great haircuts; we also offer essential financial services through our on-site ATM. This service is designed to save you time and effort, sparing you the need to visit a bank or search for an ATM elsewhere. Our machine is user-friendly, secure, and accessible during the barbershop's business hours.
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