The 30 Best Private wealth management firms in New York, New York

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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 Spectrum Consulting Group Inc., your trusted legal partner located in the heart of Manhattan, New York. Situated at 579 West 215th Street, we are committed to providing exceptional legal services tailored to meet the diverse needs of our clients. Our team of experienced and dedicated attorneys specializes in a wide range of legal areas, ensuring comprehensive support and guidance for both individuals and businesses. At Spectrum Consulting Group Inc., we pride ourselves on our client-centered approach, delivering personalized solutions with integrity and professionalism. Whether you require assistance with corporate law, real estate transactions, family law, or any other legal matters, our skilled lawyers are here to navigate the complexities of the legal system on your behalf.

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 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 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 Pinnacle Investments, LLC, your trusted partner in financial planning and investment management, located at 16 Orangewood Drive, New York 13090, United States. As a premier finance firm, we are committed to providing planned results to help you achieve your financial goals. Whether you're seeking exceptional advisors who produce real results or are in search of unique investment opportunities, Pinnacle Investments is here to guide you. At Pinnacle Investments, we pride ourselves on having the knowledge, education, and credentials you'd expect from a leading investment firm. Our comprehensive range of products and services includes traditional stocks, bonds, CDs, and mutual funds, as well as personal financial planning, asset allocation, managed portfolios, and corporate pension plans. We also offer unique investment opportunities, including private placements and alternative investments, tailored to your needs.

Welcome to M&D Financial Agency, your trusted partner in comprehensive insurance and financial planning located at 615 West Genesee Street, Syracuse, New York. As a dedicated insurance agency, we specialize in a wide array of services including Wealth & Asset Management, Municipal Bonds, IRAs, 529 Plans, 401k Plans/Rollovers, Annuities, Income Planning, Mutual Funds, REITs, Individual and Corporate Retirement Planning, and more. At M&D Financial Agency, our mission is to protect client capital, educate clients on their options, and manage risk effectively. We are independent agents, offering personalized insurance solutions through a broad network of insurance companies. Our commitment is to assess your needs, provide the best available quotes, and ensure you fully understand your options. We specialize in Supplemental Medicare Insurance, Disability Policies, Worker's Compensation Plans, Group Benefits, Business Insurance, Home Insurance, and Auto Insurance.

Welcome to The Figler and Frechette Group at Morgan Stanley, where your financial future is our top priority. Conveniently located at 250 South Clinton Street in the heart of Syracuse, New York, we are a dedicated team of finance professionals committed to providing personalized wealth management solutions to individuals, families, and businesses. With a deep understanding of the financial landscape and a client-centric approach, we offer a comprehensive range of services, including investment management, retirement planning, estate planning, and more. At The Figler and Frechette Group, we strive to empower our clients with the knowledge and tools they need to achieve their financial goals. Visit us today and discover how we can help secure your financial future with confidence and clarity.

Welcome to Quickline Capital Partners, your trusted financial partner located in the heart of East Syracuse, New York. Situated at 7222 Fly Road, we are dedicated to providing top-tier financial services tailored to meet the unique needs of our clients. As a premier finance firm, Quickline Capital Partners specializes in offering strategic investment solutions, financial planning, and asset management services. Our team of experienced professionals is committed to delivering personalized advice and innovative financial strategies to help you achieve your financial goals. Whether you're an individual investor or a business seeking financial guidance, we are here to empower your financial journey with expertise and integrity. Discover how Quickline Capital Partners can be the catalyst for your financial success. Visit us today to learn more about how we can assist you in navigating the complexities of the financial world.

Welcome to Cedar Summit Financial Advisors, your trusted partner in navigating the complex world of finance. Conveniently located at 19485 U.S. 11 in Watertown, New York, we are dedicated to helping clients achieve their financial goals through sound portfolio management and personalized financial advice. Our team is led by Cyril Mouaikel, recognized as one of Forbes Best-In-State Wealth Advisors from 2020 to 2024 and highlighted by AdvisorHub as an "Advisor to Watch" in 2022 and 2023. This national recognition underscores our commitment to providing exceptional service and tailored strategies that meet the unique needs of each client.

Welcome to Wall St Station, your gateway to the heart of Manhattan, New York. Conveniently located in the bustling Financial District, our station serves as a vital hub for commuters and tourists alike, providing seamless access to one of the world's most iconic neighborhoods. With modern amenities and efficient transit connections, Wall St Station ensures a smooth travel experience whether you're heading to work, exploring the city's landmarks, or embarking on new adventures. Our commitment to safety and reliability makes us the preferred choice for daily commuters and visitors. Discover the vibrant energy of New York City with ease, starting your journey at Wall St Station.

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 Seed Capital Partners, your trusted financial partner located in the heart of Buffalo, New York. Situated at 640 Ellicott Street, our firm is dedicated to providing exceptional banking and financial services tailored to meet the diverse needs of our community. Whether you're an individual seeking personal banking solutions or a business looking for strategic financial guidance, Seed Capital Partners is here to help you grow and succeed. Our range of services includes convenient ATM access for quick and easy transactions, comprehensive banking solutions to manage your finances efficiently, and expert financial advice to guide your investment decisions. At Seed Capital Partners, we pride ourselves on our commitment to customer service and our deep understanding of the financial landscape.

Welcome to the Citizens Bank ATM located at 5469 Camp Road, Hamburg, New York 14075. As part of our commitment to providing financial solutions tailored to your life's journey, our ATM offers convenient access to banking services, ensuring you can manage your finances seamlessly. At Citizens Bank, we understand the importance of keeping things in check. That's why we offer a range of financial solutions designed to support your goals, from college funding to home equity lines of credit with Citizens FastLine®—a faster, simpler way to access funds without impacting your credit score. Our innovative Round Ups‡ feature transforms your everyday purchases into savings, helping you reach your financial objectives effortlessly.

Welcome to TradeMark Designs, Inc., your trusted partner in financial solutions located in the heart of North Tonawanda, New York. Situated at 3940 Slusaric Road, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. With a commitment to excellence and integrity, TradeMark Designs, Inc. offers a comprehensive range of financial services designed to help individuals and businesses achieve their financial goals. Our experienced team of professionals is here to guide you through every step of your financial journey, offering personalized strategies and expert advice. Whether you're seeking investment management, financial planning, or tax advisory services, TradeMark Designs, Inc. is here to support you with unparalleled expertise and a client-focused approach. Visit us today and discover how we can help you secure a prosperous financial future.

Welcome to Chase ATM located at 3122 Sheridan Drive, Buffalo, New York 14226. As a trusted financial institution, we offer a wide range of services tailored to meet your personal and business financial needs. Our ATM provides convenient access to your accounts for cash withdrawals, deposits, and balance inquiries. At Chase, we pride ourselves on delivering exceptional business banking solutions. Our team of business professionals is dedicated to helping you improve cash flow, manage payroll, and find the right credit solutions for your business. We also offer online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Chase ATM, conveniently located at 3203 Southwestern Boulevard, Orchard Park, New York 14127, United States. As a trusted financial service provider, we offer a wide range of banking solutions to meet your needs. At this location, you can access our ATM services for quick and secure transactions, including cash withdrawals, deposits, and balance inquiries. Our ATMs are designed to provide you with easy and efficient access to your funds.

Welcome to Financial Trust, your reliable partner in financial services, located at 604 New York 5, Irving, New York. As a leading finance company in the heart of Irving, we are dedicated to providing tailored financial solutions that meet your unique needs. Our team of experienced professionals is committed to helping you achieve your financial goals with a range of services including investment planning, retirement solutions, and wealth management. At Financial Trust, we pride ourselves on our integrity, transparency, and personalized approach to finance. Whether you're planning for your future or managing your current assets, we're here to guide you every step of the way. Visit us today and discover how we can help secure your financial future with confidence.

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 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.

Welcome to Coburn Ventures LLC, your trusted partner in financial excellence located at 415 Bedford Road, Pleasantville, New York. As a premier finance firm, we specialize in providing a comprehensive range of financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to delivering strategic insights and innovative solutions that drive growth and success. Whether you're seeking investment advice, wealth management, or financial planning, Coburn Ventures LLC is committed to helping you achieve your financial goals with integrity and expertise. Discover the difference our personalized approach can make in your financial journey. Visit us today and let us guide you towards a prosperous future.

Welcome to Chase ATM, conveniently located at 2 New Hempstead Road, New City, New York 10956, United States. As a trusted financial institution, we are committed to providing you with a wide range of banking and financial services designed to meet your personal and business needs. At Chase, we offer the convenience of online and mobile banking, allowing you to manage your finances anytime, anywhere. Our Business Banking services provide expert guidance from a team of professionals dedicated to helping you improve cash flow, find credit solutions, and manage payroll efficiently. We also offer business credit cards and payment acceptance solutions tailored specifically for businesses.

Welcome to Chase ATM located at 608 Columbus Avenue, Thornwood, New York 10594, United States. As a trusted financial institution, we are committed to providing a seamless and convenient banking experience for all your financial needs. Our ATM services are designed to offer you quick and easy access to your funds, allowing you to withdraw cash, check your account balance, and manage your finances with ease. Whether you're on the go or in your neighborhood, our ATM is here to serve you 24/7.