TOP 10 Legacy planning strategies in New York, NY
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Soundview Legacy Group - Morgan Stanley
● OpenSoundview 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.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
Eastern Planning Inc
● OpenEastern 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.
800 Westchester Ave # N641, Rye Brook, NY 10573, United States -
Empire Estate Planning & Services
● ClosedEmpire 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.
1615 Main St, Pleasant Valley, NY 12569, United States -
Legacy Tax Consulting Inc
● OpenLegacy 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.
10 NY-119, Elmsford, NY 10523, United States -
Lincoln Investment Planning
● ClosedLincoln 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.
1 Mansion St, Coxsackie, NY 12051, United States -
TJD Financial Planning
● ClosedTJD 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.
800 NY-146 Suite 385, Clifton Park, NY 12065, United States -
Legacy Wealth Planning Group
● ClosedLegacy 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.
7 Southside Dr Ste 204, Clifton Park, NY 12065, United States -
Four Corners Legacy Law fka Bowers & del Peral, PLLC Morgen M. Bowers
● ClosedFour 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.
22 Park Row, Chatham, NY 12037, United States -
S.E.E.D. Planning Group - Fee-only Financial Planning by Fiduciaries
● ClosedS.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.
31 Lewis St, Binghamton, NY 13901, United States -
Laufer Planning Corporation
● OpenLaufer 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.
Monroe, NY 10950, United States -
Morgan Legal Group - Estate Planning & Probate
● OpenAt 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.
299 Broadway 17th floor, New York, NY 10007, United States -
Legacy Financial Group & Associates
● ClosedLegacy Financial Group & Associates is a leading financial institution located at 7900 Davis Road North in Clay, New York, United States. As a finance company, we offer a wide range of services such as investment planning, retirement planning, insurance solutions, and wealth management. Our team of experienced professionals is dedicated to providing personalized financial strategies to help our clients achieve their financial goals. With a commitment to excellence and integrity, Legacy Financial Group & Associates is your trusted partner in securing your financial future.
7900 Davis Rd N Suite 2, Clay, NY 13041, United States -
S.E.E.D. Planning Group - Fee-only Financial Planning by Fiduciaries
● ClosedS.E.E.D. Planning Group is a fee-only financial planning institution located at 100 Elwood Davis Road in Syracuse, New York. As fiduciaries, we believe in the importance of financial planning in investment decision-making, tailored to meet your individual financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. At S.E.E.D., we offer a unique perspective on wealth management through our Ditch the Suits program, where our experienced planners share valuable insights on protecting your family's wealth and navigating financial complexities. Whether you're a business owner looking to secure your family's future or a parent seeking guidance on college or trade school options for your high school student, we have programs to help align your financial goals with your aspirations.
100 Elwood Davis Rd 2nd Floor, Syracuse, NY 13212, United States -
Family Wealth & Legacy, LLC
● ClosedFamily Wealth & Legacy, LLC is a finance institution located at 200 Meridian Centre Boulevard in Rochester, New York. Our team of experienced professionals is dedicated to helping families manage and protect their wealth for future generations. We offer a range of services including financial planning, investment management, estate planning, and tax strategies. At Family Wealth & Legacy, LLC, we understand the importance of preserving your family's legacy and are committed to providing personalized solutions to meet your specific needs. Contact us today to learn more about how we can help secure your family's financial future.
200 Meridian Centre Blvd Suite 150, Rochester, NY 14618, United States -
Legacy Planning Solutions
● ClosedLegacy 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.
21-34 Himrod St #200, Ridgewood, NY 11385, United States -
Legacy Consulting Services, LLC (Tax Firm)
● ClosedLegacy 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.
70 Sunrise Hwy, Valley Stream, NY 11581, United States -
Premier Wealth Planning
● ClosedPremier 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.
107 Northern Blvd #304, Great Neck, NY 11021, United States -
Coordinated Plan
● OpenThe Coordinated Plan, located at 150 Broadhollow Road in Melville, New York, is a finance institution that offers a wide range of financial services. Founded as the Coordinated Planning Group, our team of professionals is dedicated to providing clients with creative planning techniques that focus on quality, service, and integrity. Our services include Estate Planning, Legacy Planning, Corporate Benefit Arrangements, Business Succession Planning, Asset Allocation Strategies, Wealth Accumulation and Preservation, Retirement and Deferred Compensation Plans, Life Insurance, and Salary Continuation Programs. Our associates are actively involved in industry-related associations to stay up-to-date on the latest trends and best practices.
150 Broadhollow Rd # 209, Melville, NY 11747, United States -
Legacy Financial Group Inc
● OpenLegacy Financial Group Inc is a reputable finance institution located at 220 Redtail in Orchard Park, New York, United States. With a strong focus on providing top-notch financial services, Legacy Financial Group Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Legacy Financial Group Inc is here to assist you every step of the way. Trust in Legacy Financial Group Inc for all your financial needs.
220 Redtail # 6, Orchard Park, NY 14127, United States -
financial planning Associates, LLC
● OpenFinancial 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.
399 Knollwood Rd #113, White Plains, NY 10603, United States -
Prime Legacy Advisor Group - Ameriprise Financial Services, LLC
● ClosedPrime Legacy Advisor Group - Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer complimentary initial consultations to help clients achieve their financial goals. Our experienced advisors provide personalized investment recommendations based on individual goals and risk tolerance, regularly reviewing and updating strategies as life changes. Clients can access their investments and accounts securely from any device. We prioritize what matters most to you, whether it's retirement planning, education savings, or other financial goals. Schedule a consultation today to learn more about how we can help you achieve financial success. Please note that our advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Visit our website for important disclosures and regulations. Trust Ameriprise Financial Services, LLC to help you and your loved ones achieve financial security.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Stormont Financial Strategies
● OpenStormont Financial Strategies is a finance institution located at 193 Kane Street in New York, United States. We specialize in helping our clients create a legacy of love and financial security through life insurance. Our dedicated team at New York Life is committed to serving professional advisors and cultivating a financial ecosystem that promotes strength, intention, and fulfillment in life. Just like the intricate processes that make trees thrive, your financial world requires careful attention and planning. At SFS, we help you connect your everyday decisions to your long-term dreams by creating actionable financial plans tailored to your goals. We manage the details so you can focus on what truly matters to you - your family, your business, and your passions.
193 Kane St, Brooklyn, NY 11231, United States -
MetLife's Legacy Advisors
● OpenMetLife'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.
2200 Northern Blvd #200, Greenvale, NY 11548, United States -
RGS Wealth Strategies
● OpenRGS Wealth Strategies is a finance institution located at 70 Linden Oaks in Rochester, 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, investing for the future, or looking to protect your assets, RGS Wealth Strategies is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
70 Linden Oaks, Rochester, NY 14625, United States -
SHG Planning
● ClosedSHG Planning is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York, United States. Our team is compassionate and dedicated to helping you protect your assets and legacy for your family. We understand the challenges that come with building a successful business, and we are here to help ensure that your hard work is preserved for generations to come. At SHG Planning, our ultimate goal is to design and implement effective estate plans that include significant tax reduction strategies while also taking care of your family's well-being. Our founder, Steve Goodman, is known as a trusted advisor who takes the time to truly understand each client's needs and family dynamics before making professional recommendations.
400 Broadhollow Rd # 302, Melville, NY 11747, United States -
Tax Resolution Consulting and Estate Planning
● OpenTax Resolution Consulting and Estate Planning is a professional institution located at 3368 Nash Road in Hamburg, New York, United States. Our team of experts specializes in helping individuals and businesses navigate complex tax issues and develop comprehensive estate plans. Whether you are facing IRS audits, owe back taxes, or need assistance with estate planning, our experienced consultants are here to provide personalized solutions tailored to your unique needs. Trust Tax Resolution Consulting and Estate Planning to help you achieve financial peace of mind and secure your legacy for future generations.
3368 Nash Rd, Hamburg, NY 14075, United States -
Legacy Tax Service
● ClosedLegacy 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.
1145 Hempstead Turnpike, Franklin Square, NY 11010, United States -
Estate Planning Queens
● ClosedWelcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.
24-35 77th Street, Queens, New York 11370, United States -
Morgan Legal Group | Trusts & Estate Planning Southampton NY
● OpenMorgan 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.
33 Flying Point Road, Southampton, New York 11968, United States -
Nicholas Ruggirello, Founder - Earmark Legacy Partners
● OpenWelcome to Earmark Legacy Partners, where our commitment to your financial future is paramount. Founded by Nicholas Ruggirello, our firm is located at 5700 Main Street, Williamsville, New York, and is dedicated to providing exceptional financial services tailored to meet your unique needs. With a deep understanding of the complexities of today's financial landscape, we offer personalized strategies to help you achieve your long-term financial goals. Whether you're planning for retirement, managing investments, or seeking advice on wealth preservation, our team is here to guide you every step of the way. At Earmark Legacy Partners, we pride ourselves on building lasting relationships with our clients, grounded in trust, transparency, and integrity. Discover how we can help you secure your financial legacy today.
5700 Main Street, Williamsville, New York 14221, United States
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