TOP 30 Best Legacy planning expertise in New York
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Legacy Brick and Stone
Welcome to Legacy Brick and Stone, your premier general contractor located at 5 Hyland Road, Center Moriches, New York. With a commitment to excellence and a passion for craftsmanship, we specialize in transforming your vision into reality. Whether you're planning a new construction, renovation, or outdoor landscaping project, our team of skilled professionals is dedicated to delivering top-quality workmanship and personalized service. At Legacy Brick and Stone, we pride ourselves on our attention to detail, creative solutions, and a seamless construction experience tailored to meet your specific needs. Trust us to bring your dream project to life with integrity and expertise. Contact us today to discover how we can enhance your home or business with enduring beauty and functionality.
Soundview Legacy Group - Morgan Stanley
Soundview Legacy Group - Morgan Stanley is a finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong legacy of financial expertise and a commitment to providing top-notch services to its clients, Soundview Legacy Group offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, the experienced team at Soundview Legacy Group is dedicated to helping you navigate the complexities of the financial world and make informed decisions. Trust in Soundview Legacy Group - Morgan Stanley to be your partner in building a secure financial future.
The Northern Legacy Group - Morgan Stanley
The Northern Legacy Group - Morgan Stanley is a finance institution located at 65 Market Street in Potsdam, New York, United States. As part of the global financial services firm Morgan Stanley, this branch offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a focus on building a legacy for future generations, The Northern Legacy Group provides personalized financial solutions tailored to each client's unique needs and aspirations. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at The Northern Legacy Group - Morgan Stanley are dedicated to helping you secure your financial future.
Skye Legacy Planning, LLC.
Skye Legacy Planning, LLC. is a finance institution located at 500 Bi County Boulevard in Farmingdale, New York, United States. Specializing in legacy planning, the institution offers a range of services to help individuals and families secure their financial future. Whether you are looking to create a will, establish a trust, or plan for retirement, Skye Legacy Planning, LLC. has the expertise and resources to help you achieve your goals. With a team of experienced financial professionals, they are dedicated to providing personalized solutions that meet the unique needs of each client. Trust Skye Legacy Planning, LLC. to help you build a lasting legacy for generations to come.
Ettinger Law Firm Elder Law Estate Planning
The Ettinger Law Firm specializes in elder law and estate planning services, located in Middletown, New York, United States. With a team of experienced lawyers, they provide personalized legal solutions to help individuals and families plan for their futures and protect their assets. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the Ettinger Law Firm is dedicated to guiding you through the process with care and expertise. Trust in their knowledge and experience to secure your legacy for generations to come.
Wealth and Legacy Group
Wealth and Legacy Group is a reputable insurance agency located at 1000 South Avenue in New York, United States. Our dedicated team of professionals is committed to providing top-notch insurance solutions to help protect and secure your wealth and legacy for future generations. With our expertise and personalized approach, we strive to build long-lasting relationships with our clients and help them achieve their financial goals. Trust Wealth and Legacy Group to safeguard your assets and leave a lasting legacy for your loved ones.
Ettinger Law Firm Elder Law Estate Planning
Ettinger Law Firm is a trusted institution specializing in elder law and estate planning services. Located at 100 Merrick Road in Rockville Centre, New York, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, Medicaid planning, or other legal matters related to aging and estate management, Ettinger Law Firm is committed to providing personalized and comprehensive solutions. With a focus on protecting assets and ensuring peace of mind for their clients, this reputable firm is known for their professionalism, expertise, and compassionate approach to legal representation. Contact Ettinger Law Firm today to schedule a consultation and begin planning for your future with confidence.
Generations Planning Group, LLC
Generations Planning Group, LLC is a finance institution located at 2020 Western Avenue in Albany, New York, United States. Specializing in insurance planning, they understand the crucial role it plays in overall financial planning success. With their expertise, they help clients ensure that all aspects of their financial plan are well-protected. Through their association with FINRA BrokerCheck, clients can easily verify the background of their investment professionals and have peace of mind knowing they are working with trusted and registered representatives. Visit their website for more information on how Generations Planning Group, LLC can help secure your financial future.
Bartal Law Life & Legacy Planning
Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.
Morgan Legal Group | Trusts & Estate Planning Southampton NY
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.
Estate Planning Law Center
The Estate Planning Law Center is a reputable law firm located at 555 French Road in New Hartford, New York, United States. Our team of experienced lawyers specializes in estate planning, helping clients protect their assets and ensure their wishes are carried out after they pass away. We provide personalized legal services tailored to each client's unique needs and goals. Whether you need help drafting a will, setting up a trust, or navigating probate proceedings, our knowledgeable attorneys are here to guide you through the process with care and expertise. Contact us today to schedule a consultation and start planning for your future.
Estate Planning Attorney Bronx
Welcome to Estate Planning Attorney Bronx Located at 126 West 83rd Street in Manhattan, New York, our firm specializes exclusively in estate planning and administration law, serving families and businesses throughout Brooklyn with dedication and expertise. We pride ourselves on offering comprehensive estate planning services, including the drafting of Wills, Trusts, simple and complex estate plans, as well as business infrastructure and succession plans. Our goal is to keep you fully informed about your estate planning choices and options in Brooklyn.
Lakeside Legacy
Welcome to Lakeside Legacy, your trusted partner in accounting and finance, conveniently located at 2621 Main Street, Whitney Point, New York. Building on over 30 years of experience as the former Lakeside Bookkeeping & Tax Service, we are passionate about serving our community and reviving the family legacy with renewed dedication and expertise. Our team of educated and experienced professionals is committed to delivering exceptional services tailored to meet the unique needs of both businesses and individuals. Whether you're seeking assistance with bookkeeping, tax preparation, financial planning, or any other accounting services, we are here to guide you every step of the way.
Alpha Legacy Wealth Management - UBS Financial Services Inc.
Alpha Legacy Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 299 Park Avenue in New York City. As a part of UBS Financial Services Inc., they offer a wide range of wealth management services to their clients, including investment advice, financial planning, and portfolio management. With a team of experienced professionals and a commitment to delivering personalized solutions, Alpha Legacy Wealth Management is dedicated to helping their clients achieve their financial goals and secure their financial future. Their expertise and dedication make them a trusted partner for individuals and businesses looking to grow and protect their wealth.
Legacy Tax & Resolution Services
Legacy Tax & Resolution Services is a premier institution located in the heart of New York City, offering expert accounting, finance, and legal services to individuals and businesses alike. Specializing in tax resolution and assistance, our team of experienced professionals is dedicated to providing top-notch guidance and support to help clients navigate complex financial situations. Whether you are facing tax issues, need assistance with financial planning, or require legal representation, Legacy Tax & Resolution Services is here to help. Visit us at 1140 6th Avenue to learn more about how we can assist you with your financial needs.
Premier Wealth Planning
Premier Wealth Planning is a leading finance institution located at 107 Northern Boulevard in the bustling city of Great Neck, New York. Our dedicated team of financial experts are committed to helping our clients achieve their financial goals and secure their future wealth. With a personalized approach to financial planning, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Premier Wealth Planning to provide you with the guidance and expertise needed to make informed decisions and build a strong financial foundation.
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.
MetLife's Legacy Advisors
MetLife's Legacy Advisors, located at 2200 Northern Boulevard, Greenvale, New York, United States, is led by Mizanur M Rahman, MBA, M.S. (Finance), a seasoned Financial Services Executive and Advisor. Rahman takes a needs-based approach to financial planning, offering a four-step process of analyzing, recommending, implementing, and reviewing strategies to help clients achieve their goals and financial freedom. With over 25 years of experience in financial advisory, Rahman specializes in serving self-employed Medical Professionals, Business Owners in the IT Sector, and Pharmaceutical Industry. He is a member of prestigious organizations such as MDRT and NAIFA, receiving numerous awards for his outstanding client service and excellence in the field.
Kellman Barnes Financial Planning
Kellman Barnes Financial Planning is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York, United States. With a team of experienced financial planners, we specialize in providing tailored financial solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our experts are here to guide you every step of the way. Trust Kellman Barnes Financial Planning to secure your financial future.
Legacy Tax Service
Legacy Tax Service is a reputable accounting and finance institution located at 1145 Hempstead Turnpike in Franklin Square, New York, United States. With a team of experienced professionals, Legacy Tax Service provides a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Legacy Tax Service is committed to providing top-notch service and helping clients navigate the complexities of the tax system. Trust Legacy Tax Service to handle all your accounting and finance needs with precision and expertise.
The Unger Company Estate Tax Planning of New York, NY
The Unger Company Estate Tax Planning, located in New York, NY, is a finance institution specializing in protecting and passing along high net worth individuals' assets and legacies. With a focus on smart planning and attention to detail, The Unger Company works with clients who are among the wealthiest Americans, ensuring that their family wealth and lifestyle are safeguarded for future generations. The team at The Unger Company, led by founder Harold Unger, is dedicated to utilizing the best and most-proven methods to protect assets and pass along ethics, working collaboratively with clients' attorneys, accountants, and asset managers to create custom plans. With a half-century of experience, The Unger Company has successfully saved millions of dollars for their clients and is committed to providing optimal protection for a family's financial legacy. Specializing in high net worth and ultra-high net worth clients, The Unger Company offers creative thinking, insight, and thoughtful perspective in planning significant wealth transfer. Their mission is to help clients plan for the transfer of wealth, ensuring that heirs can manage tax burdens and continue a family legacy for generations to come. With expertise in insurance and tax law, The Unger Company is a vital partner in protecting and preserving a family's financial legacy.
Jennifer McDonnell, Esq.
Welcome to Jennifer McDonnell, Esq. At Jennifer McDonnell, Esq., located in the heart of New Hartford, New York, we are dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. With our office conveniently situated at 555 French Road in the prestigious Legacy Building, we offer a welcoming and professional environment for all your legal consultations.
Schwartsman Law Group PLLC
Schwartsman Law Group PLLC, located at 2102 Avenue Z in New York, United States, offers comprehensive personal planning services for individuals, families, and businesses, as well as representation for fiduciaries. The firm specializes in estate administration, including probate, post-mortem tax elections, allocations, distributions, and accountings. They provide meticulous assets protection planning to safeguard wealth from potential risks and uncertainties. Estate planning, a crucial step in securing your legacy and providing for your loved ones' future, involves creating a strategy to manage and distribute assets in the event of incapacity or death. The firm also assists with trusts, which are legal entities holding assets for beneficiaries, offering greater control over asset management and distribution.
TRIANGLE. Financial third party advisory
TRIANGLE Financial is a leading third-party advisory firm located at 1 Stage Road in Monroe, New York. Specializing in finance, TRIANGLE offers expert financial advice and services to help individuals and businesses navigate the complex world of money management. With a team of experienced professionals, TRIANGLE is committed to providing personalized solutions to help clients achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, or wealth management, TRIANGLE Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.
Morgan Legal Group P.C. | Queens
At Morgan Legal Group P.C. in Queens, New York, our team of trained professionals specializes in estate planning, providing personalized and comprehensive legal services tailored to each client's specific needs. Unlike many large law firms, our clients have direct access to an attorney whenever they have a question or concern. Our attorneys possess advanced knowledge and experience in estate planning, offering expertise in wills, trusts, powers of attorney, and healthcare directives. We work hand in hand with our clients to achieve common goals, whether their needs are urgent or long-term.
Alliance General Construction Corp
Welcome to Alliance General Construction Corp, your premier choice for general contracting and roofing services in The Bronx and beyond. Located at 2435 Frisby Avenue, The Bronx, New York 10461, we specialize in planning, coordinating, and executing large-scale projects with precision and care. Our commitment to seamless project execution ensures minimal disruption to the daily lives of owners, tenants, and all stakeholders involved. Serving The Bronx, Queens, Long Island, and NYC, Alliance General Construction Corp is your go-to solution for a dedicated team of expert contractors. Whether you need bathroom or kitchen remodeling, roof repair, new roof installation, or comprehensive interior and exterior construction services, we are here to meet your needs with cost-effective solutions.
A-Team Home Solutions
Welcome to A-Team Home Solutions, your trusted partner for all your home improvement needs in Brooklyn, New York. Located at 48 Wilson Avenue, we are a premier general contractor and home goods store dedicated to transforming your living spaces into the home of your dreams. Whether you're planning a complete kitchen overhaul, a bathroom upgrade, or a simple flooring refresh, our expert team is here to bring your vision to life with precision and care. At A-Team Home Solutions, we specialize in comprehensive renovations and high-quality construction services. Our skilled artisans are adept at a wide range of tasks, from addressing minor repairs like leaky faucets to executing large-scale renovations with expertise and creativity. We pride ourselves on delivering results that are not only aesthetically pleasing but also highly functional, ensuring your home or office is a safe and comfortable haven.
Dengler, Roberts, Perna Funeral Home
Welcome to Dengler, Roberts, Perna Funeral Home, where compassion meets professionalism. Conveniently located at 3070 Delaware Avenue in the heart of Kenmore, New York, our funeral home is dedicated to providing a comforting and respectful environment for families during their most challenging times. At Dengler, Roberts, Perna, we understand the importance of honoring the life and legacy of your loved ones. Our experienced and caring staff is committed to guiding you through every step of the funeral planning process, offering personalized services that meet your unique needs and wishes. Whether you are seeking a traditional funeral, cremation services, or a customized memorial, we are here to support you with empathy and expertise. Visit us to experience the warmth and compassion that define our community-centered approach, ensuring that every farewell is a meaningful and dignified tribute.
Turner's Painting LLC
Welcome to Turner's Painting LLC, your trusted partner for professional painting services in Long Island, New York. Located at 124 Crooked Hill Road, Huntington, NY 11743, we have been transforming spaces with a touch of color and artistry for over a decade. Our commitment to excellence has made us a preferred choice among residential and commercial clients across Nassau and Suffolk County. At Turner's Painting, we believe in the transformative power of a fresh coat of paint. Our team of skilled painters is dedicated to providing top-notch interior painting services, characterized by meticulous craftsmanship and the use of high-quality materials. Whether it's a cozy home or a sprawling commercial property, we approach every project with the same level of dedication and attention to detail.
Custom Lighting of Suffolk
Welcome to Custom Lighting of Suffolk, your trusted partner for all your electrical needs in Suffolk County and beyond. Located at 5170 County Road 48 in Mattituck, New York, we are a dedicated team of master electricians proudly serving The North Fork, Riverhead, and Shelter Island. Thanks to your unwavering support, we are expanding and are excited to bring in top talent from The North Fork to continue our legacy of excellence for another 20 years. At Custom Lighting of Suffolk, we specialize in a wide array of services including general electrical repairs, new construction projects, custom lighting solutions, EV charger installations, generator setups, Lutron shades, and smart home automation. Whether you are embarking on a new building project or remodeling an existing space, our team is here to guide you every step of the way.
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