The 30 Best Private wealth consulting in New York City, New York

Welcome to Northport Eye Care, your trusted eye care center located at 834 Fort Salonga Road, Northport, New York 11768. Serving the Northport community since 1978, we are dedicated to providing high-quality eye care services with a personal touch. At Northport Eye Care, we understand the importance of healthy eyes and are committed to helping our patients manage their ophthalmic and medical needs. Our team of highly reputable, licensed optometrists brings a wealth of experience from top-notch hospitals and private practice to ensure you receive the best care possible. Whether you’re experiencing pain, blurred vision, or simply need a routine check-up, we’re here to help.

Welcome to Douglas Ahn, MD, PLLC, your trusted partner in health and wellness located at 24 Kellogg Road, New Hartford, New York. Dr. Douglas Ahn is dedicated to providing exceptional medical care to the local community, drawing on a wealth of experience and a compassionate approach to family medicine. Dr. Ahn is a highly qualified physician, having earned his master’s degree from the esteemed Universidad Autonomo de Guadalajara in Mexico. He further honed his expertise through the St. Elizabeth Family Medicine Residency Program in Utica, NY. His commitment to excellence is evident in every aspect of his practice.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.

Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.

Welcome to Estate Planning Attorney Queens, your trusted partner for comprehensive estate planning services located at 56-30 186th Street, Queens, New York 11365. As leaders in the field, we specialize in providing a unique and personalized approach to meet the estate planning needs of individuals and families. Our firm offers a wide range of services, including domestic and international estate planning, taxation and wealth succession planning, business organization and succession planning, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Estate planning is a crucial legal process aimed at preserving and managing your assets during your lifetime and ensuring their distribution according to your wishes after your passing. A well-executed estate plan can save you and your estate significant amounts of money and ensure your final wishes are honored. Our expert attorneys will guide you through the process, allowing you to control what happens to your assets both now and in the future, rather than relying on state laws of inheritance.

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 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.

Welcome to Strauss Michael R, your trusted legal partner in Port Jefferson, New York. Conveniently located at 907 Main Street, our law office is committed to providing exceptional legal services tailored to meet the unique needs of our clients. With years of experience and a deep understanding of the legal landscape, Michael R. Strauss specializes in delivering comprehensive legal solutions across various practice areas. At Strauss Michael R, we prioritize our clients' needs and strive to offer personalized attention and expert guidance throughout every stage of the legal process. Whether you are dealing with family law issues, seeking assistance with estate planning, or navigating complex business legalities, our dedicated team is here to support you with professionalism and integrity.

Welcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.

Welcome to Farrell Fritz, P.C., your trusted partner in accounting, finance, and legal services located at 50 Station Road, Water Mill, New York. Our multidisciplinary team is dedicated to providing comprehensive solutions that meet your business and personal needs. At Farrell Fritz, P.C., we pride ourselves on staying at the forefront of the legal and financial landscapes. Our Cannabis Practice Group, led by Jason Little, has been featured on Fox News Radio for insights into New York's crackdown on illegal cannabis businesses and its implications on real estate. Our team is also actively engaged in addressing current issues such as the looming cut in estate tax exemptions, with advisors turning to trusts for strategic planning.

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 the Suffolk Mediation Center, your trusted partner in resolving disputes effectively and amicably. Located at 15 Frowein Road, Building A3, Center Moriches, New York, our center is dedicated to providing a supportive environment where parties can express their interests and work towards a customized resolution. Mediation is a time-honored method for conflict resolution, offering a cost-effective and less stressful alternative to court proceedings. Our experienced mediators, including Fred L. Ayler, a New York State certified mediator and community leader, and Gabriele Burner, a skilled litigator with nearly two decades of experience, are here to guide you through the mediation process. Together, they bring a wealth of knowledge and a unique approach to dispute resolution, ensuring that both parties have a neutral ear and a confidential setting to reach an agreement.

Welcome to Sarah M. Brinski, Attorney At Law, your trusted legal partner located in the heart of Little Falls, New York. Situated at 31 North Ann Street, our general practice law firm is dedicated to providing comprehensive legal services tailored to meet your unique needs. With a focus on family law and divorce, wills and estates, real estate, business formation, and traffic tickets, we are here to guide you through life's legal challenges. At Sarah M. Brinski, Attorney At Law, we believe that the first step to achieving your desired outcome begins with understanding your specific circumstances. Through our deep knowledge of the law and your insights into your situation, we will collaboratively craft a path to success.

Welcome to Glouzgal Law PLLC Located at 734 County Highway 33 in the picturesque village of Cooperstown, New York, Glouzgal Law PLLC is your trusted legal partner for estate planning and real estate matters in both Connecticut and New York. Our dedicated team of experienced attorneys is committed to providing personalized legal services that cater to your unique needs and goals.

Welcome to JP Cuomo & Company, your trusted partner in financial excellence located in the heart of Owego, New York. Situated at 1277 Taylor Road, our firm is dedicated to providing top-tier financial services to individuals and businesses alike. With a commitment to integrity and personalized service, we offer a comprehensive range of solutions, including financial planning, investment management, tax advisory, and more. Our team of experienced professionals is here to guide you through every financial decision, ensuring your goals are met with precision and care. Discover the difference of working with a finance firm that prioritizes your success. Visit JP Cuomo & Company today to start your journey toward financial prosperity.

Welcome to Chase Bank, conveniently located at 4425 East Genesee Street, Syracuse, New York 13214. As a leading provider of banking and financial services, Chase Bank is committed to helping individuals and businesses reach their financial goals. Whether you're looking to manage personal finances or need expert guidance for your business, our team is here to assist you. At Chase Bank, you'll find a comprehensive range of services including ATMs, personal banking, and finance solutions tailored to your needs. Our Business Banking team offers specialized support to help improve cash flow, provide credit solutions, and manage payroll. Additionally, we offer online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Grace Capital Management, your trusted partner in financial excellence located in the heart of Fayetteville, New York. Situated at 516 Briar Brook Run, our firm is dedicated to providing personalized financial solutions to meet the unique needs of our clients. As a premier finance company, we specialize in wealth management, investment planning, and financial advisory services. At Grace Capital Management, we believe in building lasting relationships with our clients, guided by integrity, transparency, and a commitment to delivering exceptional results. Our team of experienced financial professionals is equipped with the expertise and insight needed to navigate today's complex financial landscape. Whether you're looking to grow your investments, plan for retirement, or secure your financial future, we offer comprehensive strategies tailored to your goals.

Welcome to Integrity Financial Services, your trusted partner in achieving financial success and security. Located in the heart of Wheatfield, New York, we are committed to providing personalized financial solutions that cater to the unique needs of our community. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning, investment management, and wealth preservation. At Integrity Financial Services, we believe in building long-term relationships with our clients based on trust, transparency, and integrity. Whether you're planning for retirement, saving for your child's education, or managing your investment portfolio, we offer a comprehensive range of services to help you reach your financial goals.

Welcome to Chattertons, your trusted financial partner located at 354 South Railroad Street, Parish, New York. At Chattertons, we pride ourselves on offering personalized financial solutions tailored to meet the unique needs of our community. Our team of experienced professionals is dedicated to providing expert guidance and support across a wide range of financial services, including investment advice, retirement planning, tax strategies, and wealth management. We understand that navigating the financial landscape can be complex, which is why we prioritize clear communication and a client-centric approach. Whether you're planning for the future, managing current assets, or seeking advice on financial growth, Chattertons is here to help you achieve your financial goals with confidence.

Welcome to P&B Capital Group LLC Located in the heart of Buffalo, New York, P&B Capital Group LLC is your trusted partner in finance, situated at 369 Washington Street. As a leading financial services company, we specialize in delivering tailored financial solutions that meet the unique needs of our diverse clientele. Our commitment to excellence and integrity drives us to provide a comprehensive range of services, including debt recovery, financial consulting, and asset management.

Welcome to the Citizens Bank ATM located at 1722 Walden Avenue, Cheektowaga, New York 14225. As a trusted financial partner, we're committed to helping you manage your finances with ease and confidence. Whether you're planning for college, managing your day-to-day expenses, or looking to maximize your savings, we're here to support every stage of your financial journey. Our innovative financial solutions are designed with your needs in mind. With Citizens FastLine®, you can access a Home Equity Line of Credit quickly and without impacting your credit score. Plus, our Round Ups‡ feature helps you effortlessly grow your savings by rounding up your debit card purchases to the nearest dollar.

Welcome to Woodhill Capital Corp., your trusted partner in financial excellence. Located in the heart of Buffalo, New York, at 13 South Cayuga Road, we are committed to providing exceptional financial services to meet the diverse needs of our clients. Specializing in personalized financial strategies, investment management, and wealth planning, our team of experienced professionals is dedicated to helping you achieve your financial goals with confidence and clarity. At Woodhill Capital Corp., we understand that every client is unique. That's why we offer tailored solutions designed to align with your specific objectives and risk tolerance. Whether you're planning for retirement, managing investments, or seeking advice on financial growth, our comprehensive approach ensures that you receive the highest level of service and expertise.

Welcome to the Bank of America ATM located at 580 Dick Road, Depew, New York 14043. Our ATM services are designed to provide you with convenient and secure access to your financial needs, whether you're withdrawing cash, checking your balance, or making deposits. At Bank of America, we prioritize your financial wellbeing through our innovative services and comprehensive financial education programs, such as Better Money Habits®. We aim to empower you with the knowledge and tools needed to manage your finances confidently and securely.

Welcome to Citizens Bank ATM, conveniently located at 2040 George Urban Boulevard, Depew, New York 14043. As part of the Citizens Bank network, we are committed to providing you with seamless financial solutions tailored to your life's needs and ambitions. At Citizens Bank, we understand that keeping your finances in check is crucial. That's why we offer a range of services designed to help you manage and grow your wealth. Whether you're preparing for college with the right funding options or looking to maximize your earning potential, we have solutions that cater to every stage of your life.

Welcome to the Chase ATM located at 5075 Broadway, Depew, New York 14043, United States. As a trusted financial institution, Chase provides convenient ATM services to meet your banking needs. Whether you need to withdraw cash, check your account balance, or manage your finances, our ATM is available for your convenience. Chase is committed to supporting both individual and business financial needs. Our Business Banking solutions offer expert guidance to help improve cash flow, provide credit solutions, and manage payroll efficiently. We also offer a range of online and mobile services, business credit cards, and payment acceptance solutions designed to support businesses of all sizes.

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.

Welcome to CGK Accounting Services, your trusted partner in navigating the complexities of accounting and finance. Located conveniently at 1 Hollow Oak Drive, East Patchogue, New York, we are dedicated to providing personalized, reliable, and affordable accounting services tailored to meet your unique needs. At CGK Accounting Services, we understand the importance of maintaining a healthy bottom line, especially when it comes to tax implications. Our goal is to ensure you keep as much of your hard-earned money as possible, particularly during tax season. We believe in proactive financial planning and management throughout the year, empowering you to achieve your financial goals with confidence.

Welcome to Physcal Solutions, Inc. Located in the heart of Manorville, New York, Physcal Solutions, Inc. is your premier destination for expert financial services and solutions. Situated at 18 Ryerson Avenue, we pride ourselves on offering personalized and comprehensive financial guidance to meet the unique needs of individuals and businesses alike.

Welcome to Hirsch & Co LLC, your trusted partner in accounting and finance located in the heart of Shelter Island, New York. Situated at 25 North Ferry Road, we proudly serve the local community and beyond with a commitment to excellence and personalized service. Our team of experienced professionals is dedicated to providing comprehensive financial solutions tailored to meet your unique needs. At Hirsch & Co LLC, we offer a wide range of services including bookkeeping, tax preparation, financial planning, and business consulting. Whether you're an individual seeking to optimize your personal finances or a business owner looking to streamline your operations, we have the expertise to guide you every step of the way.