The 30 Best Private client services in Webster, New York

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American Advisor is a finance institution located at 335 Wexford Place, Webster, New York, United States. They specialize in connecting clients with fee-only financial advisors who offer transparent pricing and comprehensive financial planning services. Whether you are nearing retirement, managing an inheritance, starting a business, or simply seeking financial control, American Advisor can match you with the right advisor for your unique needs. Their one-of-a-kind algorithm matches clients with three flat fee financial advisors who are experts in various financial niches, such as student loans, tax optimization, retirement planning, and more. All advisors are fiduciary, independent, and offer transparent pricing structures. Fees can be monthly, quarterly, hourly, by project, or retainer, and are tailored to the complexity of each client's financial situation. American Advisor carefully selects advisors based on occupation, financial planning needs, age, income, savings sizes, and location. Services offered include cash flow planning, investment analysis, retirement planning, tax planning, estate planning, risk management, education planning, charitable planning, and portfolio guidance or management. Clients can rest assured that their information is kept private, and all advisors on the platform pay the same monthly fee to ensure the best interest of the clients. If you are looking for complete transparency and control over your finances, American Advisor is the right place for you.

R.P. Damico & Associates, Inc. is a reputable institution located at 975 Ebner Drive in Webster, New York, United States. Specializing in providing top-notch financial and consulting services, they have a team of experienced professionals dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, R.P. Damico & Associates, Inc. is a trusted partner for all your financial needs.

Brettel Executive Livery Ltd is a premier transportation service located at 197 Webster Avenue in New Rochelle, New York. We specialize in providing luxurious and reliable executive car services for our clients, ensuring a comfortable and stress-free travel experience. Our professional drivers are highly trained and dedicated to providing top-notch service, whether you need transportation for business meetings, airport transfers, special events, or any other occasion. With Brettel Executive Livery Ltd, you can expect nothing but the best in terms of quality, professionalism, and customer satisfaction. Contact us today to book your next ride with us.

Welcome to the official website of Julie Stoil Fernandez, Esq., a distinguished attorney specializing in Mental Health Advocacy and Litigation for Seniors and People with Special Needs. Located at 21 Webster Place, Brooklyn, New York, Julie has dedicated the past 30 years to championing the rights and welfare of vulnerable populations through expert guardianship litigation and special needs planning. Julie’s journey into law was driven by her early career experiences as a counselor in homeless shelters and director of a large emergency men's shelter. This background instilled in her a profound commitment to using law as a tool for social change. As an attorney, she began her career at the Mental Hygiene Legal Service, representing psychiatric patients in complex legal proceedings. Her extensive experience led her to establish a solo guardianship litigation practice in Brooklyn, and later co-found Finkel & Fernandez LLP, a full-service elder law firm.