TOP 30 Personalized asset allocation in Brooklyn, New York

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Schwartsman Law Group PLLC, located at 2102 Avenue Z in New York, United States, offers comprehensive personal planning services for individuals, families, and businesses, as well as representation for fiduciaries. The firm specializes in estate administration, including probate, post-mortem tax elections, allocations, distributions, and accountings. They provide meticulous assets protection planning to safeguard wealth from potential risks and uncertainties. Estate planning, a crucial step in securing your legacy and providing for your loved ones' future, involves creating a strategy to manage and distribute assets in the event of incapacity or death. The firm also assists with trusts, which are legal entities holding assets for beneficiaries, offering greater control over asset management and distribution.

Chera Wealth Management - Osaic Affiliate Firm is a leading finance institution located at 8302 13th Avenue in New York, United States. Specializing in wealth management services, this firm offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Chera Wealth Management provides expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, investing for the future, or seeking to maximize your wealth, Chera Wealth Management can help you navigate the complex world of finance with confidence and peace of mind.

North Shore Capital Consulting is a premier finance institution located at 1526 Union Street in New York, United States. With a team of experienced financial experts, we provide top-notch consulting services to help our clients achieve their financial goals. Whether you are looking for investment advice, financial planning, or risk management strategies, our dedicated team is here to assist you every step of the way. Trust North Shore Capital Consulting to provide personalized solutions tailored to your unique financial needs.

Merrill Lynch Financial Advisor Jeff C Thomas, located at 474 Fulton Street, New York, United States, offers a holistic approach to achieving client goals through Environmental, Social, and Governance (ESG) Principles and CERTIFIED FINANCIAL PLANNER™ Professional Standards. Specializing in Goals-Based Wealth Management with a focus on ESG Investing, the institution's personalized financial strategies align with client beliefs while aiming to achieve financial objectives. By prioritizing Social Responsibility and incorporating ESG issues into asset allocation models, the institution aims to provide sustainable and impactful investment solutions. With a commitment to community involvement and personalized service, the institution's team of experienced professionals at Merrill Lynch Wealth Management ensures that clients' financial needs and aspirations are met through tailored financial plans. By focusing on client priorities, goals, and values, the institution aims to help clients navigate financial decisions and achieve long-term success. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive approach to managing, growing, and preserving their wealth. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to reach their financial goals. Through a personalized and client-focused approach, Merrill Lynch Financial Advisor Jeff C Thomas strives to help clients achieve their financial aspirations and navigate life's financial complexities.

Target Capital Group Inc is a leading finance institution located at 2753 Coney Island Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their goals. Whether you are looking for investment opportunities, financial planning, or assistance with managing your assets, we are here to help. Our commitment to excellence and personalized service sets us apart from the rest. Contact us today to learn more about how Target Capital Group Inc can help you reach your financial objectives.

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

Welcome to Eiges & Orgel, PLLC - Your Trusted NYC Family Law Attorneys Located at 233 Broadway, New York, Eiges & Orgel, PLLC is a top-rated law firm with over 60 years of collective experience in family law. Our dedicated team of attorneys is committed to putting you and your interests first, providing expert and aggressive representation in divorce, child custody, and other family law matters.

Welcome to Trusts & Estate, your trusted partner in comprehensive estate planning services located at 4121 18th Avenue, Brooklyn, New York. As a leading law firm specializing in trusts, estates, and administration law, we are dedicated to serving the families and businesses of Brooklyn with personalized and effective legal solutions. At Trusts & Estate, we understand that planning for the future is a significant and sometimes daunting task. That’s why we offer a wide range of services tailored to meet the unique needs of our clients. Whether you need assistance drafting Wills, setting up Trusts, or creating complex estate plans, our experienced team is here to guide you every step of the way. We also specialize in Medicaid and Special Needs Trusts, ensuring that you have all the tools necessary for a secure future.

Morgan 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.

Welcome to TW Accounting Group Inc., your trusted partner in navigating the complex world of finance and taxation. Conveniently located at 144-02 105th Avenue, Queens, New York, we are committed to delivering personalized and comprehensive accounting solutions to individuals and businesses of all sizes. With over 15 years of experience, our founder, Terri Anne Williams, brings a wealth of expertise from her BBA in Finance and Investments from Bernard M. Baruch College and Advanced Studies in Accounting from Brooklyn College. Her extensive experience in both the private and public sectors ensures that you receive knowledgeable and empathetic guidance, whether you're facing a tax audit or seeking to optimize your financial strategies.