Philanthropic planning in New York City, New York

Legacy Wealth Planning Group is a premier finance institution located at 7 Southside Drive in New York, United States. With a team of experienced financial advisors and wealth planners, we specialize in creating customized financial solutions to help our clients achieve their long-term financial goals. From retirement planning to investment management, our dedicated team is committed to providing top-notch service and expert advice. Contact us today to start building your legacy wealth plan.

Creative Financial Planning, Inc. is a leading finance institution located at 101 South Broadway in South Nyack, New York. Our team of experienced financial planners are dedicated to providing innovative and personalized financial solutions to help our clients achieve their goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, our experts are here to guide you every step of the way. At Creative Financial Planning, Inc., we believe in thinking outside the box to create unique and effective financial strategies tailored to each individual's needs. Contact us today to schedule a consultation and start planning for a secure financial future.

Flores Wealth Planning, LLC is a finance institution located at 800 3rd Avenue in New York, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Flores Wealth Planning, LLC to help you secure a prosperous financial future.

New York Life Insurance Company, located at 1000 South Avenue in New York, United States, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest policy cash value in the market. The institution also provides support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and guidance for financial planning and estate protection. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families prosper through tailored solutions and a diverse, welcoming workplace environment. They have a long-standing history of accountability, responsible investing, and community engagement, making them a trusted industry leader with the highest financial strength ratings. Additionally, their philanthropic efforts through the New York Life Foundation aim to support educational enhancement, childhood bereavement, and economic opportunity initiatives. Join New York Life in their mission to create a better world for all.

Terrence Fenton @ New York Life is an insurance agency located at 1660 Walt Whitman Road, Melville, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, bundled investments with low fees, college savings plans, income generation options, estate planning, insurance for employees and business owners, and much more. With over 12,000 agents nationwide, they provide tailored solutions to meet individual needs and budgets. The institution is committed to diversity, responsibility, and service, and has a strong focus on community engagement and charitable giving. New York Life is dedicated to making a positive impact on society and helping individuals and families thrive.

Playfair Planning Services is a leading finance institution located at 1640 East 94th Street in New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses navigate the complexities of financial planning. Whether you are looking to invest, save for retirement, or plan for your children's education, we are here to provide personalized guidance and support. At Playfair Planning Services, we believe in building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Steadfast City Economic & Community Partners is a dynamic development and planning firm located in Rochester, New York. We specialize in serving the needs of businesses, real estate developers, cities, and non-profit organizations by creating positive economic and community outcomes for our clients. Our innovative approach involves weaving together government, business, social, and philanthropic sectors to drive investment, create jobs, revitalize neighborhoods, and effectuate positive change. At Steadfast City, we offer a range of services tailored to various industries, including real estate development and redevelopment strategy, assistance for non-profit organizations, support for municipalities and government agencies, and comprehensive real estate strategy for professionals. We also provide holistic site analysis, assistance with compliance processes, and maximization of values and economic impact of incentive packages.

The Unger Company Estate Tax Planning, located in New York, NY, is a finance institution specializing in protecting and passing along high net worth individuals' assets and legacies. With a focus on smart planning and attention to detail, The Unger Company works with clients who are among the wealthiest Americans, ensuring that their family wealth and lifestyle are safeguarded for future generations. The team at The Unger Company, led by founder Harold Unger, is dedicated to utilizing the best and most-proven methods to protect assets and pass along ethics, working collaboratively with clients' attorneys, accountants, and asset managers to create custom plans. With a half-century of experience, The Unger Company has successfully saved millions of dollars for their clients and is committed to providing optimal protection for a family's financial legacy. Specializing in high net worth and ultra-high net worth clients, The Unger Company offers creative thinking, insight, and thoughtful perspective in planning significant wealth transfer. Their mission is to help clients plan for the transfer of wealth, ensuring that heirs can manage tax burdens and continue a family legacy for generations to come. With expertise in insurance and tax law, The Unger Company is a vital partner in protecting and preserving a family's financial legacy.

New Paltz Elks Lodge #2568 is a vibrant and active community organization located at 290 State Route 32 South in New Paltz, New York. As part of the national Elks organization, our lodge is dedicated to serving our community through charitable efforts, volunteer work, and social events. We offer a welcoming and inclusive environment for members and guests to come together, build friendships, and make a positive impact in the local area. Join us at New Paltz Elks Lodge #2568 and be a part of something special.

Welcome to the Jewish Federation of Central New York, a vibrant and dynamic center dedicated to enriching Jewish life and supporting the broader community in Syracuse and beyond. Located at 5655 Thompson Road, our organization serves as a hub for Jewish education, cultural events, and community services. We are committed to fostering a strong, inclusive, and engaged Jewish community while promoting understanding and collaboration with our neighbors. At the Jewish Federation of Central New York, we offer a wide range of programs and initiatives designed to meet the diverse needs of our community members. From educational workshops and cultural celebrations to social services and advocacy efforts, we strive to make a positive impact on the lives of individuals and families throughout the region.

Welcome to Sentry Life Insurance Co of New York, located at 220 Salina Meadows Parkway, Syracuse, New York. As a trusted insurance agency with over 120 years of experience, we've built our reputation on listening to our business customers and providing tailored insurance solutions that go beyond standard coverage. We understand that insurance is not a one-size-fits-all solution, which is why we take the time to get to know you and your business to offer innovative solutions that make sense for you. At Sentry, we are committed to helping you find the right coverage, manage claims effectively, and develop a proactive safety culture to minimize risks. Our dedication to safety and reliability is demonstrated through our long-term partnerships with businesses like Greenbrier Lawn and Tree Expert Co., Huff and Puff Trucking, and Green Bay Packaging. We pride ourselves on our ability to help businesses recover quickly from unexpected events, such as fires or natural disasters, ensuring minimal disruption and a swift return to operations.

Welcome to Thomas D. O'Sullivan - New York Life, your trusted insurance agency located at 1000 South Avenue, Suite 101, Staten Island, New York 10314. As a dedicated Financial Professional and Insurance Agent, Thomas D. O'Sullivan is committed to helping clients navigate the complex world of insurance and financial planning with personalized service and expert guidance. At our agency, we understand that every client is unique, and we strive to develop tailored solutions that meet both your immediate needs and long-term goals. Whether you're looking for permanent life insurance with guaranteed death benefits and cash value growth, or customizable long-term coverage options, we have the expertise to guide you through your choices.

The Advancement & External Affairs division at Iona University is dedicated to fostering relationships with alumni, parents, and friends to support the university's mission. Located at 33 Pryer Terrace in New Rochelle, New York, the team works to generate philanthropic support and goodwill for the institution. Through various events such as clubs & activities, study abroad programs, housing & dining options, and cost & financial aid resources, the office aims to engage the community in supporting current and future Gaels. Join us on April 10th at the LaPenta School of Business Entrance Patio or on April 19th at the Hynes Athletics Center East Main Gym to learn more about how you can make a difference with any level of contribution. Visit us at 715 North Avenue in New Rochelle or 171 White Plains Road in Bronxville to get involved and support Iona University's reputation.

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.

Monticello is a renowned health institution located in Monticello, New York, United States. As a leading hospital in the area, Monticello is dedicated to providing top-quality healthcare services to its patients. With state-of-the-art facilities and a team of skilled medical professionals, Monticello offers a wide range of medical treatments and services to meet the needs of its community. Patients can trust in the expertise and compassion of the staff at Monticello, making it a trusted healthcare provider in the region.

CPC Chrystie Street School-age Center is a part of the Chinese-American Planning Council, dedicated to advancing our communities and supporting local families in need. Located at 115 Chrystie Street in New York, New York, this institution offers essential services for a healthy life and provides opportunities for youth through the CPC Volunteer & Internship Program. With over half a million hours of paid work experience provided to youth, CPC has made a significant impact on the lives of community members. The center also helped to preserve 42 daycare spaces for preschoolers and has received grants from organizations such as Rockefeller Philanthropic Advisories and the Stephen and Anna Kellen Foundation. For more information, contact the Central Administration at 212-941-0920 or email info@cpc-nyc.org. CPC is an equal opportunity employer/program and is committed to ensuring accessibility for individuals with disabilities.

Highbridge Advisory Council is a leading institution located at 1399 Ogden Avenue in New York, United States. Our mission is to provide strategic guidance and support to individuals and organizations in the Highbridge community. We offer a range of advisory services, including financial planning, career development, and community outreach. Our experienced team is dedicated to helping our clients achieve their goals and make a positive impact in the community. Contact us today to learn more about how Highbridge Advisory Council can help you succeed.

West Nyack Elementary School is a primary school located at 661 West Nyack Road in West Nyack, New York, United States. The institution is dedicated to providing a safe and nurturing environment for students to learn and grow. Please note that the Talent Show date has been changed to Friday, May 17th instead of March 15th.

Corner House is a cozy and welcoming institution located at 131 Edgecombe Avenue in New York City. This charming spot offers a variety of services and programs to support the local community. From educational workshops to cultural events, Corner House is dedicated to creating a vibrant and inclusive space for all. Come visit us and experience the warmth and hospitality that defines Corner House.

440 Warburton Ave Corporation is a well-established institution located at 440 Warburton Avenue in Yonkers, New York. This institution is known for its commitment to providing top-notch services and resources to its community members. With a prime location in the heart of Yonkers, this institution offers a wide range of programs and activities to cater to the diverse needs of its residents. Whether you are looking for educational opportunities, recreational activities, or community events, 440 Warburton Ave Corporation has something for everyone. Come and experience the welcoming atmosphere and vibrant energy of this esteemed institution in the heart of Yonkers.

8 Court Square is a prestigious institution located at 8 Court Square East in New York, United States. This historic building is known for its elegant architecture and prime location in the heart of the city. The institution offers a range of services and amenities, including state-of-the-art facilities, expert staff, and a welcoming atmosphere. Whether you are looking for educational opportunities, professional development, or cultural experiences, 8 Court Square is the perfect destination for you. Visit us today and discover all that this exceptional institution has to offer.

The Money Management Institute is a prestigious institution located at 1410 Broadway in New York, New York, United States. As a leading authority in financial services, the institute offers comprehensive programs and resources for individuals and organizations seeking to enhance their knowledge and skills in money management. With a dedicated team of experts and a commitment to excellence, the Money Management Institute provides a valuable platform for professionals to stay current on industry trends and best practices. Whether you are a seasoned financial advisor or a newcomer to the field, the institute's programs are designed to help you succeed in today's competitive market. Visit the Money Management Institute today and take your financial career to the next level.

First Command Financial Advisor - Mike Regan is a trusted financial institution located at 273 Main Street, Highland Falls, New York, United States. Specializing in finance, First Command provides expert financial advice and services to help clients achieve their financial goals. The institution operates with integrity and transparency, as evidenced by the voluntary testimonials provided by satisfied clients. Clients can trust in the expertise and dedication of First Command Financial Advisor - Mike Regan to guide them towards financial success.

Merrill Lynch Financial Advisor Courtney Moore is a prestigious financial institution located at 225 Liberty Street in New York City. With a focus on providing personalized attention to a limited number of clients, Courtney Moore and her team offer customized services supported by the vast resources of a global institution. Specializing in working with institutional clients such as nonprofit organizations, private foundations, cultural institutions, hospitals, healthcare systems, faith-based organizations, and wealthy families, the team at Merrill Lynch Financial Advisor Courtney Moore creates tailored investment programs to support each client's unique mission and financial goals. Led by Courtney Moore, a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Managing Director, Private Wealth Advisor, Global Institutional Consultant, and Retirement Benefit Consultant, the team is dedicated to helping clients achieve financial stability and long-term success. The team also includes Carlos, a relationship management associate known for his customized service and commitment to exceeding clients' expectations.

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.

Merrill Lynch Financial Advisor Han K Wang, located at 200 Park Avenue, New York, New York, United States, is a finance institution that follows the deep-seated Merrill tradition of community service. Han K Wang volunteers with organizations in the community and offers Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. As a Merrill Lynch Wealth Management advisor, Han K Wang focuses on clients' families, goals, and priorities, adapting to their changing needs over time. By starting with a conversation, Han K Wang helps clients identify and prioritize their most important goals, whether it's retirement planning, saving for a home, or funding education. Utilizing the Investment Personality Assessment, Han K Wang gains a deeper understanding of clients' investing preferences to customize financial approaches. With access to Merrill's investment insights and Bank of America's banking solutions, Han K Wang helps clients manage, grow, and preserve their wealth for the future. The mission is to understand clients' needs and aspirations, designing personalized plans to help them achieve their financial goals. Regular check-ins and adjustments ensure clients stay on track towards their objectives. With a focus on personalized service and tailored financial approaches, Han K Wang helps clients navigate the complexities of their financial lives to pursue their goals effectively.

Merrill Lynch Financial Advisor David T Gingerella, located at 225 Liberty Street in New York, is a prestigious institution known for providing exemplary client service. David Gingerella has been recognized by Forbes for his exceptional work as a financial advisor, setting the standard for wealth management. With a focus on connecting all aspects of clients' financial lives, David helps individuals, families, and businesses prioritize and pursue their goals. As a Merrill advisor, David combines personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. With a background in accounting and private equity, David is well-equipped to provide expert financial advice. He is dedicated to participating in the community and volunteering with organizations. The Merrill team, supported by global resources, is committed to building strong client relationships based on trust and personalized service. By listening to clients' goals and priorities, David can offer wealth management strategies tailored to their needs. Whether planning for retirement, funding education, or investing in sustainable solutions, Merrill Lynch Financial Advisor David T Gingerella is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Michael J McCormick, located at 225 Liberty Street in New York, NY, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael and his team are committed to building strong client relationships based on trust and personalized service. By participating in the communities they serve and volunteering with local organizations, they demonstrate a deep commitment to helping clients achieve their aspirations. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they gain a thorough understanding of your financial situation and investment preferences to create a customized plan that evolves with your changing needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Michael works with you to develop a financial approach designed to address your specific needs and goals. With regular check-ins and adjustments, they ensure you stay on track to achieve what matters most to you. As a registered advisor in multiple states, Michael provides comprehensive financial solutions and investment strategies to help you live your best financial life.

ZS Wealth Partners - UBS Financial Services Inc. is a prestigious financial institution located at 1285 6th Avenue in New York City, New York. As a branch of UBS Financial Services Inc., ZS Wealth Partners offers a wide range of financial services to clients, including wealth management, investment advisory, and financial planning. With a team of experienced financial professionals, ZS Wealth Partners is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, ZS Wealth Partners is committed to providing personalized and innovative financial solutions tailored to meet your individual needs.

The Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.