TOP 10 New york estates planning in Beacon, New York
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Beacon Financial Advisors
Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.
Beacon Falls - The Lofts at 50 Leonard
Beacon Falls - The Lofts at 50 Leonard is a modern residential complex located at 52 Leonard Street in Beacon, New York. These stylish lofts offer a unique living experience with spacious floor plans, high ceilings, and large windows that provide stunning views of the surrounding area. Residents can enjoy amenities such as a fitness center, rooftop terrace, and on-site parking. The convenient location in the heart of Beacon allows for easy access to shopping, dining, and outdoor activities. Experience luxury living at Beacon Falls - The Lofts at 50 Leonard.
Beacon Pointe Advisors
Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.
Beacon Office Space & Executive Suites
Beacon Office Space & Executive Suites is a unique institution located at 75 West Bridge Street in Oswego, New York, United States. This lodging and real estate agency offers personal office spaces designed for focus, individual expression, and effectiveness. For $600 per month, you can reserve your own office space with full access to the Kitchen Area and Multi-Function Space. The Multi-Function Space is perfect for hosting events, meetings, conferences, or public forums, fostering teamwork, collaboration, and synergy. Reserve this space for $50 per hour, including access to the Kitchen Area. When renting an office space, meeting space, and/or extended-stay suite at Beacon Office Space & Executive Suites, you will have full access to the kitchen, equipped with a spacious center island countertop, multiple microwaves, stoves, refrigerators, and a personal pantry locker. The institution seamlessly blends old-world charm with modern amenities, catering to the needs of today's professional workforce in Oswego.
Lighthouse Planning Group LLC
Lighthouse Planning Group LLC is a finance institution located at 2922 Avenue L in New York, United States. Our team of experienced financial advisors provides personalized financial planning services to help individuals and businesses reach their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to guide you every step of the way. Trust Lighthouse Planning Group LLC to be your beacon of financial stability in an ever-changing economic landscape.
Beacon of Light Financial Services, Inc.
Beacon of Light Financial Services, Inc. is a trusted accounting and finance institution located at 3205 Mount Read Boulevard in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, our dedicated team is here to guide you towards a brighter financial future. Visit us today and let Beacon of Light Financial Services, Inc. illuminate the path to financial success for you.
Beacon Pointe Advisors
Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.
Briarcliff Manor Associates
Briarcliff Manor Associates is a prestigious institution located at 345 North State Road in Briarcliff Manor, New York, United States. Known for its commitment to excellence, Briarcliff Manor Associates offers a wide range of services and programs to meet the needs of its diverse community. From educational classes to cultural events, Briarcliff Manor Associates strives to enrich the lives of all who walk through its doors. With a dedicated staff and state-of-the-art facilities, this institution is a beacon of learning and growth in the heart of Briarcliff Manor.
Infiniti Wealth Management
Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.
Law Office of Dennis R. Vetrano, Jr., LLC
The Law Office of Dennis R. Vetrano, Jr., LLC is a reputable law firm located at 492 Main Street in Beacon, New York. Specializing in various legal areas, including family law, estate planning, and real estate law, the firm is led by experienced attorney Dennis R. Vetrano, Jr. With a strong commitment to providing personalized and effective legal representation, clients can trust in the expertise and dedication of the team at this esteemed law office. Whether you are facing a complex legal issue or need guidance on a legal matter, the Law Office of Dennis R. Vetrano, Jr., LLC is here to help.
Letterio & Haug, LLP
Letterio & Haug, LLP is a reputable law firm located at 397 A Fishkill Avenue in Beacon, New York. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the experienced attorneys at Letterio & Haug, LLP are dedicated to providing top-notch legal representation to their clients. With a commitment to professionalism, integrity, and personalized service, this firm strives to achieve the best possible outcomes for those in need of legal assistance. Contact Letterio & Haug, LLP today for expert legal guidance and representation.
Lyons & Supple
Lyons & Supple is a well-established law firm located at 5 Cliff Street in Beacon, New York. With a team of experienced lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, Lyons & Supple is dedicated to providing top-notch legal representation and guidance to individuals and businesses alike. Whether you are in need of assistance with a personal injury case, real estate transaction, or estate planning, you can trust Lyons & Supple to handle your legal matters with professionalism and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
Legal Services of the Hudson Valley
Legal Services of the Hudson Valley, located at 30 South Broadway in Yonkers, New York, is a vital institution providing free, high-quality civil legal services to individuals and families in need across seven counties in the Hudson Valley region. Their experienced team of attorneys, paralegals, and support staff take a holistic approach to ensure clients receive the advice, counsel, and representation they require during times of crisis. Whether facing legal issues due to job loss, illness diagnosis, or unfair denial of benefits, many individuals who cannot afford an attorney may feel lost in the legal system. Legal Services of the Hudson Valley offers a beacon of hope, guiding clients through unfamiliar procedures and paperwork to increase their chances of success. Their commitment to race equity is evident in their work, advocating for equal justice for all regardless of race, religion, sexual orientation, or gender.
Paul Ellis Consulting
Paul Ellis Consulting is a reputable finance institution located at 35 Washington Avenue in Beacon, New York, United States. With a team of experienced financial experts, they offer a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, budgeting, or financial analysis, Paul Ellis Consulting is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial consulting needs.
James Brandemarte
James Brandemarte is a reputable finance institution located at 344 Main Street in Beacon, New York, United States. With a strong focus on providing top-notch financial services to its clients, James Brandemarte is known for its expertise in investment planning, wealth management, and financial advisory services. The institution prides itself on its personalized approach to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or general financial advice, James Brandemarte is dedicated to providing you with the guidance and support you need. Visit their office on Main Street to learn more about how they can help you with your financial needs.
AEA Consulting
AEA Consulting is a leading firm located at 380 Main Street in Beacon, New York, United States. Specializing in providing strategic advice and management services to the cultural and creative industries, AEA Consulting helps organizations navigate the complexities of the global marketplace. With a team of experienced professionals, AEA Consulting offers tailored solutions to help clients achieve their goals and maximize their impact. From cultural institutions to real estate developers, AEA Consulting has a proven track record of delivering innovative and sustainable solutions for a wide range of clients.
Kim Dingee - Ameriprise Financial Services, Inc.
Kim Dingee - Ameriprise Financial Services, Inc. is a reputable financial institution located at 436 Main Street in Beacon, New York, United States. Specializing in financial planning and investment services, they offer personalized solutions to help individuals achieve their financial goals. As an ATM location, clients can conveniently access their funds and manage their finances with ease. With a commitment to providing exceptional customer service and expert financial advice, Kim Dingee - Ameriprise Financial Services, Inc. is a trusted partner in helping clients secure their financial future.
Peak Financial Group LLC
Peak Financial Group LLC is a leading finance institution located at 340 Main Street in the vibrant city of Beacon, New York, United States. As a trusted financial partner, we provide a wide range of services including investment management, retirement planning, wealth preservation, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Peak Financial Group LLC can help you reach new heights in your financial journey.
Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®
Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® is a reputable finance institution located at 284 Main Street in Beacon, New York, United States. Thomas J Geoghegan, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Thomas J Geoghegan and his team are dedicated to providing expert guidance and support every step of the way.
Jonathan S. Berck, LLC
Jonathan S. Berck, LLC is a reputable law firm located at 16 Church Street in Beacon, New York. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, Jonathan S. Berck, LLC is a trusted name in the legal community. Contact us today for a consultation and let us help you with your legal needs.
Karen C Palumbo Esq
Karen C Palumbo Esq is a reputable law firm located at 1203 North Avenue in Beacon, New York, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, Karen C Palumbo Esq provides professional and personalized legal services to clients in need. With years of experience and a dedication to achieving the best possible outcomes for their clients, the team at Karen C Palumbo Esq is committed to providing top-notch legal representation. Whether you are facing a divorce, need assistance with creating a will, or require legal advice for a real estate transaction, Karen C Palumbo Esq is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Lise Law & Mediation PLLC
Lise Law & Mediation PLLC is a reputable law firm located at 16 River Ridge Court in Beacon, New York. Specializing in mediation and legal services, our experienced team is dedicated to providing personalized and effective solutions for our clients' legal needs. Whether you are facing a family law issue, a business dispute, or need assistance with estate planning, Lise Law & Mediation PLLC is here to help. With a commitment to professionalism and integrity, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation.
Merrill Lynch Financial Advisor Adam G Wood
Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
Prudential Advisors
Prudential Advisors is a trusted financial institution located at 291 Main Street in Beacon, New York. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and sound investment advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our advisors are here to provide guidance and support every step of the way. With a commitment to honesty, integrity, and professionalism, Prudential Advisors is the partner you can trust for all your financial planning needs.
Lighthouse Management, LLC
Lighthouse Management, LLC is a reputable institution located at 517 State Street in Rochester, New York, United States. Our team of experienced professionals offers top-notch management services to help guide individuals and businesses towards success. With a focus on efficiency, innovation, and client satisfaction, we are dedicated to providing tailored solutions to meet the unique needs of each of our clients. Trust Lighthouse Management, LLC to be the beacon of light in navigating your path to success.
APM
APM is a general contractor and real estate agency located at 906 Wolcott Avenue in Beacon, New York, United States. Whether you're in need of construction services or looking to buy or sell property, APM has got you covered. Simply enter your username or email address to receive a link to create a new password via email. Trust APM to meet all your contracting and real estate needs.
J.P.Morgan Global Wealth Management
Situated in the heart of New York City at the prestigious address of 345 Park Avenue, J.P. Morgan Global Wealth Management stands as a beacon of financial excellence and personalized client service. With a rich heritage dating back over a century, this renowned institution is dedicated to helping individuals and families achieve their financial goals through bespoke wealth management strategies.
Adler Commercial Construction
Welcome to Adler Commercial Construction Located at 19 Sunset Drive in the heart of Thornwood, New York, Adler Commercial Construction stands as a beacon of excellence in the general contracting industry. With a steadfast commitment to quality and a passion for craftsmanship, we specialize in delivering top-tier construction services tailored to meet the unique needs of each client.
Universal Construction
Welcome to UCC Universal Construction Inc., your trusted general contractor based in the heart of Brooklyn, New York. Located at 5224 3rd Avenue, we specialize in masonry restoration and tackle projects of all sizes, from small buildings to complex monument constructions. With over 25 years of experience, we have built a reputation for excellence in the construction industry, offering a full suite of services including equipment, labor, materials, and expertise in masonry, concrete, and other essential trades. At UCC Universal Construction Inc., we pride ourselves on serving a diverse range of industries, including commercial buildings, government institutions, places of worship, hospitality venues, retail spaces, and restaurants. Our commitment to quality and attention to detail ensures that every project we undertake enhances the appearance, efficiency, and performance of the building or business.
Robert Kouffman & Associates
Welcome to Robert Kouffman & Associates Located in the heart of Bridgehampton at 2411 Main Street, Robert Kouffman & Associates stands as a beacon of legal excellence and personalized service. Our firm is dedicated to providing top-tier legal representation to individuals and businesses throughout New York. With a strong commitment to integrity, professionalism, and client satisfaction, we strive to deliver practical and effective solutions tailored to meet your unique needs.
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