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Legacy wealth management in New City, New York

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5 24
#1

Campasano Law, P.C. || Estate Planning and Real Estate Attorney in West Islip

● Closed
248 Higbie Ln, West Islip, NY 11795, United States
631-242-1888
campasanolaw.com

Campasano Law, P.C. is a reputable law firm specializing in estate planning and real estate law, located in West Islip, New York.

Photo of Campasano Law, P.C. || Estate Planning and Real Estate Attorney in West Islip - 248 Higbie Lane, West Islip, NY 11795 Photo of Campasano Law, P.C. || Estate Planning and Real Estate Attorney in West Islip - 248 Higbie Lane, West Islip, NY 11795
Legal Service
Details
4.9 64
#2

New York Legacy Lawyers by Yana Feldman & Associates PLLC | Estate Planning Attorney

● Closed
132 32nd St #301, Brooklyn, NY 11232, United States
718-713-8080
yanafeldmanlaw.com

New York Legacy Lawyers by Yana Feldman & Associates PLLC is a leading estate planning attorney located in New York, United States.

Photo of New York Legacy Lawyers by Yana Feldman & Associates PLLC | Estate Planning Attorney - 132 32nd Street, Brooklyn, NY 11232
Legal Service
Details
4.9 92
#3

Legacy Planning Solutions

● Closed
21-34 Himrod St #200, Ridgewood, NY 11385, United States
718-296-1200
lps.global

Legacy Planning Solutions is a premier finance institution located at 21-34 Himrod Street in New York, United States.

Photo of Legacy Planning Solutions - 21-34 Himrod Street, Queens, NY 11385
Financial Service
Details
4.8 39
#4

The Ambitious Legacy Firm

● Closed
626 RXR Plaza 6th Floor, West Tower, Uniondale, NY 11556, United States
516-243-7440
theambitiouslegacyfirm.com

The Ambitious Legacy Firm is a renowned law firm located in Uniondale, New York, United States. With a team of skilled and experienced lawyers, we are dedicated to providing top-notch legal services to our clients.

Photo of The Ambitious Legacy Firm - Uniondale, NY 11556 Photo of The Ambitious Legacy Firm - Uniondale, NY 11556 Photo of The Ambitious Legacy Firm - Uniondale, NY 11556
Legal Service
Details
4.7 32
#5

The New York Life Building

● Open
51 Madison Ave, New York, NY 10010, United States

The New York Life Building is an iconic skyscraper located at 51 Madison Avenue in the heart of New York City.

Photo of The New York Life Building - 51 Madison Avenue, Manhattan, New York 10010 Photo of The New York Life Building - 51 Madison Avenue, Manhattan, New York 10010 Photo of The New York Life Building - 51 Madison Avenue, Manhattan, New York 10010
Details
4.3 84
#6

Legacy Pediatrics

● Closed
1815 S Clinton Ave #360, Rochester, NY 14618, United States
585-568-8330
legacypediatrics.com

Legacy Pediatrics is a premier healthcare institution located at 1815 South Clinton Avenue in Rochester, New York, United States.

Photo of Legacy Pediatrics - 1815 South Clinton Avenue, Rochester, NY 14618 Photo of Legacy Pediatrics - 1815 South Clinton Avenue, Rochester, NY 14618 Photo of Legacy Pediatrics - 1815 South Clinton Avenue, Rochester, NY 14618
Medical Services
Details
4.1 24
#7

New York Life Insurance

● Closed
39-02 Main Street 2nd & 3rd Floors, Flushing, NY 11354, United States
718-353-7589
longisland.nyloffices.com

New York Life Insurance is a reputable finance and insurance agency located in New York, United States.

Photo of New York Life Insurance - Queens, NY 11354 Photo of New York Life Insurance - Queens, NY 11354 Photo of New York Life Insurance - Queens, NY 11354
Financial Service Insurance Agency
Details
5 4
#8

Stonebrook Wealth Management

● Closed
3010 Westchester Ave Suite 200, Purchase, NY 10577, United States
914-821-5650
stonebrookwealth.com

Stonebrook Wealth Management, located at 3010 Westchester Avenue in Harrison, New York, provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations.

Photo of Stonebrook Wealth Management - 3010 Westchester Avenue, Harrison, NY 10577
Financial Service
Details
5 1
#9

Arcadia Wealth Management

● Closed
10 Edgewood Ave, Smithtown, NY 11787, United States
631-549-5400
arcadiawm.com

Arcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States.

Financial Service
Details
5 11
#10

Wealth Enhancement Group

● Closed
724 Long Island Ave, Deer Park, NY 11729, United States
631-777-1030
wealthenhancement.com

Wealth Enhancement Group is a leading financial institution located at 724 Long Island Avenue in Deer Park, New York, United States.

Photo of Wealth Enhancement Group - 724 Long Island Avenue, Deer Park, NY 11729 Photo of Wealth Enhancement Group - 724 Long Island Avenue, Deer Park, NY 11729 Photo of Wealth Enhancement Group - 724 Long Island Avenue, Deer Park, NY 11729
Financial Service
Details
5 2
#11

Landmark Wealth Management, LLC.

● Closed
95 Broadhollow Rd Suite 102, Melville, NY 11747, United States
631-923-2485
landmarkwealthmgmt.com

Landmark Wealth Management, LLC. is a finance institution located at 95 Broadhollow Road in Melville, New York, United States.

Photo of Landmark Wealth Management, LLC. - 95 Broadhollow Road, Melville, NY 11747 Photo of Landmark Wealth Management, LLC. - 95 Broadhollow Road, Melville, NY 11747 Photo of Landmark Wealth Management, LLC. - 95 Broadhollow Road, Melville, NY 11747
Financial Service
Details
5 6
#12

Harness Wealth

● Closed
32 6th Ave Floor 13, New York, NY 10013, United States
646-586-5427
harnesswealth.com

Harness Wealth is a finance institution located at 32 6th Avenue in New York, United States. They offer a unique platform for tax and financial advice that is tailored to each individual's specific situation.

Photo of Harness Wealth - 32 6th Avenue, Manhattan, New York 10013 Photo of Harness Wealth - 32 6th Avenue, Manhattan, New York 10013 Photo of Harness Wealth - 32 6th Avenue, Manhattan, New York 10013
Financial Service
Details
5 1
#13

Egener wealth management

● Open
501 Harris Rd, Bedford Hills, NY 10507, United States
914-234-0261
ewmghelp.com

Egener Wealth Management is a reputable finance institution located at 501 Harris Road in Bedford Hills, New York, United States.

Financial Service
Details
5 2
#14

Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
427 Bedford Rd Ste 110, Pleasantville, NY 10570, United States
914-769-2800
ameripriseadvisors.com

Darrel Upson - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 427 Bedford Road, Pleasantville, New York, United States.

Photo of Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC - 427 Bedford Road, Pleasantville, NY 10570 Photo of Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC - 427 Bedford Road, Pleasantville, NY 10570 Photo of Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC - 427 Bedford Road, Pleasantville, NY 10570
Financial Service
Details
5 1
#15

Larry R Boxer - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
200 Summit Lake Drive Ste 210, Valhalla, NY 10595, United States
914-595-4333
ameripriseadvisors.com

Larry R Boxer - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive, Valhalla, New York, offers a wide range of finance services.

Photo of Larry R Boxer - Private Wealth Advisor, Ameriprise Financial Services, LLC - 200 Summit Lake Drive, Valhalla, NY 10595 Photo of Larry R Boxer - Private Wealth Advisor, Ameriprise Financial Services, LLC - 200 Summit Lake Drive, Valhalla, NY 10595
Financial Service
Details
5 1
#16

Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
399 Knollwood Rd G10, White Plains, NY 10603, United States
914-468-2001
ameripriseadvisors.com

Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States.

Photo of Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC - 399 Knollwood Road, White Plains, NY 10603 Photo of Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC - 399 Knollwood Road, White Plains, NY 10603
Financial Service
Details
5 2
#17

Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC

● Open
427 Bedford Rd Ste 110, Pleasantville, NY 10570, United States
914-769-2800
ameripriseadvisors.com

Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC.

Photo of Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC - 427 Bedford Road, Pleasantville, NY 10570 Photo of Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC - 427 Bedford Road, Pleasantville, NY 10570
Financial Service
Details
5 15
#18

Four Corners Legacy Law fka Bowers & del Peral, PLLC Morgen M. Bowers

● Closed
22 Park Row, Chatham, NY 12037, United States
518-392-9550
4cornerslegacylaw.com

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.

Photo of Four Corners Legacy Law fka Bowers & del Peral, PLLC Morgen M. Bowers - 22 Park Row, Chatham, NY 12037 Photo of Four Corners Legacy Law fka Bowers & del Peral, PLLC Morgen M. Bowers - 22 Park Row, Chatham, NY 12037 Photo of Four Corners Legacy Law fka Bowers & del Peral, PLLC Morgen M. Bowers - 22 Park Row, Chatham, NY 12037
Details
5 1
#19

Donlan Wealth Management

● Closed
40 Brinkerhoff St, Plattsburgh, NY 12901, United States
518-562-0224
donlanwealth.com

Donlan Wealth Management is a premier financial institution located at 40 Brinkerhoff Street in Plattsburgh, New York.

Financial Service
Details
5 1
#20

Castle Wealth Management

● Closed
15 E 5th St, Jamestown, NY 14701, United States
561-686-9604
castlewm.com

Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years.

Photo of Castle Wealth Management - 15 East 5th Street, Jamestown, NY 14701 Photo of Castle Wealth Management - 15 East 5th Street, Jamestown, NY 14701 Photo of Castle Wealth Management - 15 East 5th Street, Jamestown, NY 14701
Financial Service
Details
5 3
#21

Summit Wealth Management Inc

● Closed
1285 N Main St, Jamestown, NY 14701, United States
716-484-3005
summitwmi.com

Summit Wealth Management Inc is a finance institution located at 1285 North Main Street in Jamestown, New York.

Financial Service
Details
5 2
#22

Murphy Wealth Management Group

● Closed
60 Merritt Blvd #106, Fishkill, NY 12524, United States
845-226-1200
murphywealth.com

Murphy Wealth Management Group, located at 60 Merritt Boulevard in Fishkill, New York, takes a unique approach to wealth management.

Photo of Murphy Wealth Management Group - 60 Merritt Boulevard, Fishkill, NY 12524 Photo of Murphy Wealth Management Group - 60 Merritt Boulevard, Fishkill, NY 12524 Photo of Murphy Wealth Management Group - 60 Merritt Boulevard, Fishkill, NY 12524
Financial Service
Details
5 2
#23

FSC Wealth Advisors, LLC

● Closed
1 Summit Ct Suite 100, Fishkill, NY 12524, United States
845-297-0300
fscwealthadvisors.com

FSC Wealth Advisors, LLC is a finance institution located at 1 Summit Court in Fishkill, New York. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies.

Photo of FSC Wealth Advisors, LLC - 1 Summit Court, Fishkill, NY 12524 Photo of FSC Wealth Advisors, LLC - 1 Summit Court, Fishkill, NY 12524
Financial Service
Details
5 1
#24

Huvane Wealth Management Group - UBS Financial Services Inc.

● Open
299 Park Ave, New York, NY 10171, United States
212-626-8544
advisors.ubs.com

Huvane Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 299 Park Avenue in New York City, United States.

Financial Service
Details
5 1
#25

Cobblestone Wealth Advisors

● Closed
8119 7th Ave, Brooklyn, NY 11228, United States
718-633-9500
cobblestonewealthadvisors.com

Cobblestone Wealth Advisors is a leading financial institution located at 8119 7th Avenue in New York, United States.

Photo of Cobblestone Wealth Advisors - 8119 7th Avenue, Brooklyn, NY 11228
Accounting Service Financial Service
Details
5 2
#26

Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
25 W Main St Ste 3-2, Goshen, NY 10924, United States
845-291-7000
ameripriseadvisors.com

Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 25 West Main Street in Goshen, New York.

Photo of Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC - 25 West Main Street, Goshen, NY 10924 Photo of Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC - 25 West Main Street, Goshen, NY 10924 Photo of Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC - 25 West Main Street, Goshen, NY 10924
Financial Service
Details
5 14
#27

Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island

● Closed
101 Tyrellan Ave Suite 105, Staten Island, NY 10309, United States
917-523-2322

Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island is a leading financial institution located at 101 Tyrellan Avenue in Staten Island, New York.

Photo of Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island - 101 Tyrellan Avenue, Staten Island, NY 10309 Photo of Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island - 101 Tyrellan Avenue, Staten Island, NY 10309 Photo of Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island - 101 Tyrellan Avenue, Staten Island, NY 10309
Financial Service
Details
5 1
#28

Comprehensive Wealth Management Group, LLC

● Closed
South Entrance #8, 4864 Arthur Kill Rd, Staten Island, NY 10309, United States
718-980-3737

Comprehensive Wealth Management Group, LLC is a finance institution located at 4864 Arthur Kill Road in New York, United States.

Financial Service
Details
5 1
#29

New York Life Insurance - Luciano Oliveira

● Closed
Equitable Life Building, 120 Broadway #2900, New York, NY 10271, United States
212-380-7467

New York Life Insurance - Luciano Oliveira is a reputable institution located at 120 Broadway in New York, New York, United States.

Financial Service Insurance Agency Legal Service
Details
5 1
#30

New York Life

● Open
1329 Rte 9W, Marlboro, NY 12542, United States
716-309-4708

New York Life is a reputable insurance agency located at 1329 Route 9W in Marlboro, New York.

Insurance Agency
Details
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