TOP 30 Personalized legal strategies in New York, New York

977 results found

Smart Capital Management LLC is a finance institution located at 26 Freleigh Place, Coxsackie, New York, United States. Our President and CEO, Stephen A. Simmons, along with his partner Mary Anne Simmons, CPA, MBA, have over 24 years of experience working with successful educators and their families. We specialize in helping individuals and couples transition to a better future through our unique SMART Transition Experience. Our goal is to help clients focus on what matters most to them personally, professionally, and financially. We offer advisory services through Lincoln Investment and Capital Analysts, and securities through Lincoln Investment, Member FINRA/SIPC. To learn more about our services or schedule a complimentary meeting, contact us via email or phone. SMART = Save Money And Reduce Taxes, and we strive to help our clients achieve their financial goals while minimizing taxes. Please note that tax, legal, or Social Security claiming advice is not offered through Lincoln Investment or Capital Analysts. Our site is intended for information purposes and is not a solicitation for securities products or investment advisory services outside the United States. We are registered with the U.S. Securities Exchange Commission and operate as an independent, non-affiliated firm. Contact us to learn more about how we can help you plan for a better financial future.

Revolutionary Financial Planning is a finance and insurance agency located at 4 Executive Park Drive in New York, United States. Our team is dedicated to guiding you through all seasons of life, offering services such as Financial Planning, Retirement Planning, Estate Planning, Investment Management, Healthcare, and Income Protection. Securities-related transactions are managed by our subsidiary, Halliday Financial, LLC, a member of FINRA and SIPC. We are registered in states where required and have a transparent background on FINRA's BrokerCheck. Please note that past performance may not predict future results, and different investments involve varying degrees of risk. Our goal is to provide personalized advice and help you build a successful investment portfolio. Visit our Legal and Disclosure page for more information.

Bachta Jeffrey C is a health institution located at 760 Hoosick Road in Troy, New York. This establishment serves as a pharmacy and store, offering a wide range of medical supplies and pharmaceutical products to meet the needs of the local community. With a focus on providing quality care and excellent customer service, Bachta Jeffrey C is dedicated to ensuring the health and well-being of its customers. Visit us today for all your healthcare needs.

Merrill Lynch Financial Advisor Zachery Freire, located at 69 State Street, Albany, New York, United States, is committed to understanding your values and helping you achieve your financial goals. With a focus on personalized wealth management strategies, Zachery and his team work to create flexible financial plans tailored to your individual needs. As a US Army Veteran, Zachery is also actively involved in community organizations such as The CEG's Veteran Connect Center. Through one-on-one conversations and the Merrill Personal Wealth Analysis™, Zachery helps clients build and document personalized financial plans centered on their goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of each client's investing preferences to customize their financial approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Zachery provides comprehensive financial strategies to help clients manage, grow, and preserve their wealth.

Purshe Kaplan Sterling Investments is a reputable finance and lawyer institution located at 80 State Street in Albany, New York, United States. With a strong focus on providing top-notch financial services and legal expertise, this institution is dedicated to helping clients achieve their investment goals and navigate complex legal matters. Whether you are looking to grow your wealth or need legal advice, Purshe Kaplan Sterling Investments is committed to providing personalized solutions tailored to your specific needs.

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

Merrill Lynch Financial Advisor Andrew J Bullock, located at 69 State Street, Albany, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, the institution helps clients stay on track with their financial goals. By understanding the full financial picture of each client, personalized wealth management strategies are created to navigate the ever-changing market conditions. Merrill advisors provide investing insights and banking capabilities to help clients make informed decisions as they pursue their goals. With a focus on bringing fresh perspectives to financial life, Merrill goes beyond the traditional role of an advisor to help clients build a secure financial future. Please note that Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and it is recommended to consult with the appropriate advisors before making any financial decisions.

Merrill Lynch Financial Advisor Michael Wheeler is a finance institution located at 69 State Street, Albany, New York, United States. Michael Wheeler holds the Certified Plan Fiduciary Advisor designation and is dedicated to providing excellent service to his clients. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on individual goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Michael Wheeler believes in understanding his clients' needs and goals to design and implement a personalized plan to help them achieve financial success. The institution offers a range of services and resources to help clients manage, grow, and preserve their wealth. By getting to know clients personally, Michael Wheeler can offer a customized investment approach that reflects their unique needs and priorities. The institution also provides investment insights, tips, and strategies to help clients live their best financial life. Michael Wheeler is registered to do business in multiple states and emphasizes the importance of understanding the risks and potential losses involved in investing. Clients are encouraged to consult with legal and tax advisors before making any financial decisions. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Michael Wheeler is dedicated to helping clients reach their financial goals.

Merrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States. The H Group, of which Zachary P Haggas is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. They focus on potential solutions to turn goals into reality, addressing issues such as future healthcare expenses, education costs, business sales, and wealth transfer. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With access to the latest investment insights and tips, they are dedicated to helping you live your best financial life. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and financial planning services to meet your needs. Let Merrill Lynch Financial Advisor Zachary P Haggas help you create a financial approach that reflects your unique needs and priorities.

Merrill Lynch Financial Advisor Natalie Squillace is a trusted finance institution located at 69 State Street, Albany, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including Natalie Squillace, clients across all 50 states, the District of Columbia, and several US territories are receiving expert guidance to achieve the lives they desire. As a client, your journey to connect with an advisor starts with a name and location. Please note that investing involves risk, and there is always the potential of losing money. Asset allocation, diversification, and rebalancing do not guarantee a profit or protect against loss in declining markets.

Merrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.

Merrill Lynch Financial Advisor Morgan P Brooks, located at 449 New York 146 in New York, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. The institution offers personalized financial guidance, retirement planning, wealth preservation, and portfolio services. By working with clients' tax and legal advisors, the team helps address investment challenges. The Merrill Personal Wealth Analysis™ creates a personalized plan centered around your goals. Regular check-ins ensure your financial approach reflects any changes in your life or the market. Your advisor will review your progress and make adjustments as needed to help you achieve your goals. With a focus on putting you first, Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized investment approach to pursue your goals. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life.

SCOTT D. SHALLO is a reputable institution located at 21 North 7th Street in Hudson, New York, offering expert services in accounting, finance, and legal matters. With a team of experienced professionals, they provide top-notch guidance and solutions for individuals and businesses seeking assistance in managing their financial affairs and legal obligations. Whether you require assistance with tax planning, investment strategies, or legal representation, SCOTT D. SHALLO is dedicated to providing personalized and reliable services to help you achieve your goals.

Williams & Lombardi is a renowned accounting and finance institution located in the heart of Albany, New York. With a prime location at 3 Clinton Square, this institution offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing expert advice and guidance on a wide range of financial matters. Whether you need help with tax preparation, investment planning, or financial consulting, Williams & Lombardi is the go-to institution for all your accounting and finance needs. Visit them today to see how they can help you achieve your financial goals.

The Towne Law Firm Albany Lawyers is a reputable legal institution located at 500 New Karner Road in Albany, New York. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in a variety of practice areas. Whether you need assistance with business law, real estate transactions, estate planning, or any other legal matter, our skilled lawyers are here to help. With a commitment to personalized attention and exceptional representation, The Towne Law Firm Albany Lawyers is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Joseph M McCoy is a reputable law firm located at 220 Columbia Turnpike in Rensselaer, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in various practice areas. Whether you are in need of representation for a personal injury case, criminal defense, family law matters, or any other legal issue, Joseph M McCoy is committed to providing top-notch legal representation and guidance. Their goal is to achieve the best possible outcome for their clients and ensure that their rights are protected. Visit Joseph M McCoy for reliable and professional legal services in the United States.

Barst Mukamal & Kleiner LLP is a prestigious law firm located at 99 Park Avenue, New York, New York, United States. With a focus on immigration law, our experienced attorneys provide trusted counsel and proven solutions to clients and companies in all legal matters related to business and commercial immigration. With nearly a century of experience, our team of lawyers offers expertise in working visas, citizenship, corporate compliance, and permanent residency. Our firm prides itself on our tailored representation for each client, with attorneys averaging 20 years of legal experience dedicated to meeting individual needs. Founded over 80 years ago, Barst Mukamal & Kleiner LLP has been a leader in the field of immigration law, setting the standard for excellence in legal services.

CMN Real Estate is a reputable real estate agency located at 1510 Central Avenue in Albany, New York, United States. With a team of experienced and dedicated real estate professionals, CMN Real Estate is committed to helping clients buy, sell, and rent properties in the Albany area. Whether you are looking for a new home, investment property, or commercial space, CMN Real Estate provides personalized service and expert guidance to meet your real estate needs. Contact us today to learn more about our services and how we can help you achieve your real estate goals.

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. 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.

Kyle W Patzwahl Attorney at Law is a reputable legal institution located in Hudson, New York, United States. Specializing in various areas of law, including but not limited to criminal defense, family law, and personal injury cases, Kyle W Patzwahl is a dedicated attorney who provides top-notch legal representation to his clients. With a track record of success and a commitment to ensuring the best possible outcomes for those he represents, Kyle W Patzwahl Attorney at Law is a trusted choice for individuals seeking legal assistance in the Hudson area.

Roche Francis J is a reputable law firm located at 538 Union Street in Hudson, New York. With a team of experienced and dedicated lawyers, they provide high-quality legal services to clients in need of professional representation. Specializing in various areas of law, including family law, criminal defense, and personal injury, Roche Francis J is committed to helping clients navigate the complexities of the legal system and achieve favorable outcomes. Their personalized approach, attention to detail, and unwavering commitment to client satisfaction set them apart as a trusted institution in the legal community. Contact Roche Francis J today for expert legal assistance.

Jeffrey K Lapham Attorney is a reputable law firm located at 1835 5th Avenue in Troy, New York. Specializing in various legal matters, Jeffrey K Lapham offers expert legal services to clients in need of professional representation. With years of experience and a proven track record of success, the firm is dedicated to providing top-notch legal assistance and guidance to individuals and businesses alike. Whether you are facing a legal dispute, need help with estate planning, or require assistance with a real estate transaction, Jeffrey K Lapham Attorney is here to help. Trust in their expertise and dedication to achieve the best possible outcome for your legal needs.

Salazar and Erikson, LLP is a reputable law firm located at 573 Columbia Turnpike in East Greenbush, New York. Our team of experienced attorneys specializes in various areas of law, including personal injury, family law, criminal defense, and real estate. We are dedicated to providing our clients with personalized and effective legal representation to help them navigate through their legal issues. With a commitment to integrity, professionalism, and excellence, Salazar and Erikson, LLP is the trusted choice for individuals seeking legal assistance in the United States.

Ceresia Law Firm is a reputable legal institution located at 2967 New York 43 in Averill Park, New York, United States. Specializing in various areas of law, the firm offers professional and reliable legal services to clients in need of expert guidance and representation. With a team of experienced lawyers dedicated to advocating for their clients' rights and interests, Ceresia Law Firm is committed to providing top-notch legal assistance and achieving favorable outcomes for their clients. If you are in need of legal assistance, look no further than Ceresia Law Firm for quality representation.

Timothy R. Shevy, Esq. is a reputable law firm located at 1528 Columbia Turnpike in Castleton-on-Hudson, New York. Specializing in various legal matters, Timothy R. Shevy, Esq. offers expert legal advice and representation to clients in need. With a dedication to providing personalized service and achieving favorable outcomes for their clients, this institution is committed to upholding the highest standards of professionalism and integrity in the legal field. Whether you are seeking assistance with a personal injury case, family law matter, or any other legal issue, Timothy R. Shevy, Esq. is here to help.

Kevin J Engel PC is a reputable law firm located at 738 Columbia Turnpike in East Greenbush, New York. Specializing in various legal services, the firm is dedicated to providing top-notch representation and guidance to clients in need. With a team of experienced lawyers led by Kevin J Engel, clients can expect personalized attention and expert advice tailored to their specific needs. Whether you are seeking legal assistance in matters of personal injury, family law, business law, or estate planning, Kevin J Engel PC is here to help. Trust in their expertise and professionalism to navigate the complexities of the legal system and achieve the best possible outcome for your case.

Ceresia Law Firm is a reputable law firm located at 1 State Street in Troy, New York. Specializing in various legal matters, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or criminal defense, Ceresia Law Firm is here to help. With a commitment to excellence and a track record of success, you can trust Ceresia Law Firm to handle your legal needs with professionalism and expertise. Contact them today to schedule a consultation.

Tom Anelli & Associates, PC is a premier law firm located at 522 Broadway in Albany, New York, dedicated to providing top-tier defense services for those charged with DWI. Led by renowned DWI defense attorney Tom Anelli, the firm has a proven track record of success in defending clients across New York State, including Syracuse, Albany, Rochester, and Long Island. With over two decades of experience in handling DWI cases, Tom Anelli and his team have the skills and expertise necessary to navigate the legal system and secure the best possible outcome for their clients. As a nationally recognized New York DWI lawyer, Tom Anelli has earned accolades from Super-lawyers and AVVO, showcasing his exceptional legal abilities and dedication to his clients. The firm's focus on DWI defense allows them to provide specialized and personalized service to each client, ensuring that they receive the best possible representation throughout their case.

O’Brien & Eggleston PLLC is a leading criminal defense law firm located in Albany, New York. Our experienced team of lawyers is dedicated to championing the cause of our clients by developing innovative strategies that deliver the best possible results. With decades of combined experience in New York's criminal courtrooms, our attorneys are fearless advocates for those facing legal challenges. At O’Brien & Eggleston PLLC, we believe in providing personalized attention to each client, understanding their unique circumstances and goals. Our goal is to level the playing field and ensure that everyone has access to collaborative legal solutions, regardless of where they live or work in the Empire State.

The Law Office of James E. Tyner, PLLC is a reputable legal institution located at 19 British American Boulevard in Latham, New York, United States. Specializing in various areas of law, including criminal defense, personal injury, and family law, Attorney James E. Tyner and his team are dedicated to providing top-notch legal representation and personalized service to their clients. With a proven track record of success, this law office is known for its commitment to upholding justice and advocating for the rights of their clients. Whether you are facing a criminal charge, seeking compensation for an injury, or dealing with a family law matter, The Law Office of James E. Tyner, PLLC is here to help you navigate the legal system and achieve a favorable outcome.