The 30 Best Legacy wishes in Melville, New York

Richard Rubin-Ameriprise Financial is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. With a focus on individual goals and risk tolerance, we provide investment and portfolio recommendations tailored to each client. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. Estate planning and wealth transfer services are also available to help clients prepare their legacy wishes. By scheduling a complimentary initial consultation, clients can learn more about how personalized advice can help them reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA's BrokerCheck website. We are committed to helping clients achieve financial success and appreciate the opportunity to assist their friends and family members as well.

Welcome to Cona Elder Law PLLC, your trusted partner in navigating the complexities of elder law, estate planning, and asset protection. Located at 106 Crystal Brook Hollow Road, Port Jefferson Station, New York, our award-winning law firm has proudly served the Long Island community for over 25 years. Our dedicated team of attorneys specializes in elder law, estate planning, estate administration and litigation, special needs planning, and health care law, offering customized legal solutions tailored to your unique needs. At Cona Elder Law, we understand that planning for the future involves making critical decisions about your family's financial well-being and your healthcare needs as you age. Our experienced attorneys are here to guide you through the process of creating comprehensive estate plans, including wills and trusts, to ensure your wishes are carried out with precision and care. We excel in estate administration, helping families navigate the often complex probate process with ease, while providing the financial and tax expertise necessary to alleviate stress during challenging times.