TOP 10 Legacy planning in New York City, New York

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.

Eastern Planning Inc is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York. With a team of experienced financial experts, Eastern Planning Inc offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to build wealth, save for the future, or protect your assets, Eastern Planning Inc can provide personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Empire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.

Legacy Tax Consulting Inc is a finance institution located at 10 New York 119, Elmsford, New York, United States. Our team of experienced tax consultants is dedicated to providing expert advice and guidance to individuals and businesses in navigating the complex world of taxes. Whether you need help with tax planning, preparation, or resolution, we are here to assist you every step of the way. Trust Legacy Tax Consulting Inc to help you achieve your financial goals and secure your financial future.

Lincoln Investment Planning, located at 1 Mansion Street in Coxsackie, New York, is a leading finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing partnership with BNY Mellon’s Pershing and access to Pershing X’s Wove wealth management platform, our advisors have the tools and support they need to succeed in the competitive industry. For educators and non-profit employees, we specialize in helping them add a 403(b) tax-sheltered account to their retirement savings strategy. With 55 years of experience in 403(b) plans, we assist savers in becoming investors and ensuring financial well-being is achievable for all.

TJD Financial Planning is a finance institution located at 800 New York 146 in New York, United States. Our expert financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment advice. Whether you are looking to save for retirement, manage your assets, or plan for your future, our team is here to provide you with the guidance and support you need. Contact us today to schedule a consultation and start planning for a secure financial future.

Legacy Wealth Planning Group is a premier finance institution located at 7 Southside Drive in New York, United States. With a team of experienced financial advisors and wealth planners, we specialize in creating customized financial solutions to help our clients achieve their long-term financial goals. From retirement planning to investment management, our dedicated team is committed to providing top-notch service and expert advice. Contact us today to start building your legacy wealth plan.

Four Corners Legacy Law, formerly known as Bowers & del Peral, PLLC, is a reputable law firm located at 22 Park Row in Chatham, New York. Led by attorney Morgen M. Bowers, the firm specializes in estate planning, elder law, and probate services. With a commitment to providing personalized and comprehensive legal solutions, Four Corners Legacy Law is dedicated to helping clients protect their assets and secure their legacy for future generations. Contact them today for expert guidance and support in navigating complex legal matters.

S.E.E.D. Planning Group is a finance institution located at 31 Lewis Street, Binghamton, New York, United States. We believe that financial planning is essential for making informed investment decisions, and we offer fee-only services by fiduciaries who prioritize your personal financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. Join us at Ditch the Suits, where our experts Steve Campbell and Travis Maus share valuable insights on managing your family's wealth and protecting it from financial exploitation. If you have a high school Junior or Senior at home, we can help guide them towards the right path, whether it be college or trade school. Our goal is to help you maximize your ability to give back to others, creating a lasting legacy in your family and community. Schedule a no-cost, no-obligation discovery meeting with one of our fee-only planners at our Knoxville, TN location. Talk to one of our fiduciaries to see where you fit in your financial journey.

Legacy Smoothie & Cafe, Inc. is a vibrant and cozy cafe located at 2450 Creston Avenue in New York, United States. We offer a wide range of delicious smoothies, coffee, sandwiches, and snacks for our customers to enjoy. Our cafe is a perfect spot for a quick bite to eat or a leisurely meal with friends. With a welcoming atmosphere and friendly staff, Legacy Smoothie & Cafe, Inc. is the ideal place to relax and refuel. Come visit us today and experience the legacy of great food and good times!

Tri-State Legacy Group is a reputable insurance agency located at 9 Factory Street in Montgomery, New York, United States. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a focus on customer service and building long-lasting relationships, Tri-State Legacy Group is committed to helping you protect what matters most. Contact us today to learn more about our services and how we can assist you with all of your insurance needs.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

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.

The Trust and Estate Planning Law Office, located at 310 East 2nd Street in New York, specializes in providing legal services related to trusts and estate planning. Our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of estate law, ensuring that their assets are protected and their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable attorneys are here to provide personalized guidance and support. Trust the Trust and Estate Planning Law Office to help you secure your legacy and protect your loved ones for generations to come.

New York Legacy Lawyers by Yana Feldman & Associates PLLC is a leading estate planning attorney located in New York, United States. Our team of experienced lawyers specializes in helping clients create comprehensive estate plans to protect their assets and ensure their wishes are carried out after they pass away. From wills and trusts to probate and estate administration, we provide personalized legal services to meet the unique needs of each client. Contact us at our office on 132 32nd Street to schedule a consultation and start planning for your legacy today.

At Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.

Legacy Workplace Solutions is a furniture and home goods store located at 754 Jamaica Avenue in New York, United States. We are dedicated to helping your business succeed by providing the right tools and solutions for your workplace needs. With over 100 years of experience, our team has built strong relationships with our customers and offers personalized attention to keep your workplace running smoothly within your budget. In addition to selling workplace products, we also offer design services to help you create an office space that maximizes productivity and reflects your style. Trust Legacy Workplace Solutions to exceed your expectations and provide creative solutions for your organization.

Emerald Retirement Planning Group, Inc. is a finance and insurance agency located at 6 Liberty Square Mall in Stony Point, New York, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for a secure and comfortable retirement. We offer a range of services including retirement savings strategies, investment management, insurance solutions, and estate planning. With a focus on personalized guidance and tailored solutions, we strive to help our clients achieve their financial goals and enjoy peace of mind in their retirement years. Contact us today to learn more about how we can assist you in planning for a successful retirement.

Eastern Planning Inc. is a reputable finance institution located at 25 Smith Street in Nanuet, New York. With a team of experienced financial experts, Eastern Planning Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Eastern Planning Inc. is dedicated to providing personalized and professional services to meet your needs. Visit us today to learn more about how we can help you secure your financial future.

Stewardship Financial Planning, Inc is a reputable finance institution located at 90 North Broadway in Irvington, New York, United States. With a focus on providing personalized financial planning services, Stewardship Financial Planning, Inc is committed to helping individuals and families achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert advice and guidance on investments, retirement planning, estate planning, and more. Trust Stewardship Financial Planning, Inc to be your partner in navigating the complex world of finance and securing a prosperous future.

Wharton Wealth Planning is a finance institution located at 3 Columbus Circle, New York, New York, United States. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person. We are a Retirement Planning & Certified Investment Advisory Firm with offices in New York and Santa Fe, New Mexico. Our philosophy is to prioritize our clients' needs by providing conflict-free services and simplifying the means by which our clients achieve their investment and retirement goals. As an independent, fee-only fiduciary, we act in good faith and put your interests ahead of our own. Our dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA develops financial plans and asset management strategies tailored to each client's unique situation. Whether you are early in your career or retired, our experienced financial consulting team can help implement a plan and asset management strategy specific to your needs. Contact us to develop an investment strategy and retirement plan for a more secure future. Visit us at our locations in New York and Santa Fe for comprehensive wealth management services that deliver peace of mind.

Flores Wealth Planning, LLC is a finance institution located at 800 3rd Avenue in New York, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Flores Wealth Planning, LLC to help you secure a prosperous financial future.

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.

New Life Financial Services Ltd is a reputable finance institution located at 73 Market Street in Yonkers, New York. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Visit us today to learn more about how New Life Financial Services Ltd can help you secure your financial future.

New York Life Insurance is a reputable finance and insurance agency located in New York, United States. With a long-standing history of providing reliable and comprehensive insurance coverage to individuals and families, New York Life Insurance is committed to helping clients protect their financial futures. Their team of experienced professionals offers personalized service and tailored insurance solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is dedicated to helping you secure a stable and prosperous future.

New York Life Insurance - Luciano Oliveira is a reputable institution located at 120 Broadway in New York, New York, United States. Specializing in finance, insurance, and legal services, this agency offers top-notch insurance products and expert legal advice to help clients protect their assets and plan for the future. With a focus on personalized service and tailored solutions, New York Life Insurance - Luciano Oliveira is committed to providing clients with peace of mind and financial security.

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.

New York Life is a reputable insurance agency located at 1329 Route 9W in Marlboro, New York. With a long-standing history of providing reliable and comprehensive insurance products, New York Life is dedicated to helping individuals and families protect their financial futures. Their team of experienced agents are committed to offering personalized service and tailored solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life is here to help you secure a brighter tomorrow.

Legacy Multiservice is a reputable insurance agency located at 119 Jackson Street in Hempstead, New York. With years of experience in the industry, our dedicated team of professionals is committed to providing top-notch insurance services to meet the diverse needs of our clients. From auto and home insurance to life and health coverage, we offer a wide range of insurance products to ensure peace of mind and financial protection for our clients. Visit us today to learn more about our services and how we can help you secure the right insurance coverage for your needs.

Achievement First Legacy Elementary School is a newly opened primary school located at 118-49 Montauk Street in New York, United States. Our school, serving students in kindergarten through 2nd grade (with plans to expand to K-3), is conveniently located near the West Hempstead and Babylon Long Island Rail Road train stations and various bus routes, providing easy access for families. We offer bus transportation for students living within .5 to 5 miles of the school, and families can also request MetroCards for weekday use. Our school hours are from 7:15 a.m. to 3:15 p.m. Monday through Thursday, and 7:15 a.m. to 12:25 p.m. on Fridays. In addition to core academic subjects, we offer enrichment opportunities in art and physical education to provide a well-rounded education for our students.