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TOP 30 Real estate planning in New York, NY
2134 results found
Search for local businesses, places and services near you
PLAN2LEAD, LLC
PLAN2LEAD, LLC is a leading finance and real estate agency located at 10 Bayside Avenue in Port Washington, New York, United States. Specializing in financial planning, investment strategies, and real estate services, our team of experts is dedicated to helping our clients achieve their goals and secure their financial future. With a focus on personalized solutions and exceptional customer service, PLAN2LEAD, LLC is committed to guiding individuals and businesses towards success in their financial endeavors. Contact us today to learn more about how we can help you plan and lead towards a brighter financial future.
Housman & Elezovic, LLP
Housman & Elezovic, LLP is a prestigious law firm located at 399 Knollwood Road in White Plains, New York. With a team of experienced attorneys, they specialize in a wide range of legal services including business law, real estate law, estate planning, and more. Known for their dedication to providing top-notch legal representation and personalized attention to each client, Housman & Elezovic, LLP is a trusted resource for individuals and businesses in need of expert legal counsel. Contact them today to schedule a consultation and see how they can assist with your legal needs.
RECOMM consulting
RECOMM consulting is a leading finance and real estate agency located at 260 North Broadway in Hicksville, New York, United States. With a team of experienced professionals, we provide expert advice and guidance on a wide range of financial and real estate matters. Whether you are looking to invest in property, secure a mortgage, or plan for retirement, our dedicated team is here to help you achieve your goals. Trust RECOMM consulting for all your finance and real estate needs.
Network Capital Services Inc
Network Capital Services Inc is a leading finance institution located at 353 Veterans Memorial Highway in Commack, New York. Our expert team provides a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement solutions. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
The Spaventa Group
The Spaventa Group is a leading investment company located in Ronkonkoma, New York. Specializing in alternative investments, wealth management, and estate planning, The Spaventa Group offers comprehensive financial services to high net worth individuals, private companies, and institutions. Founded by CEO Drew Spaventa, the firm combines technology with a human touch to stay ahead of market trends and provide top-notch investment opportunities. With a focus on venture capital, real estate, and other alternative assets, The Spaventa Group helps clients achieve their financial goals and preserve their wealth for future generations. Located at 3275 Veterans Memorial Highway, Suite B9, Ronkonkoma, NY 11779, The Spaventa Group is your one-stop destination for innovative and personalized financial solutions.
KADIN CPA PLLC
KADIN CPA PLLC is a reputable accounting firm located at 66-25 103rd Street in New York, United States. With over 10 years of experience, we specialize in providing comprehensive services for businesses and individuals, focusing on tax planning, preparation, bookkeeping, and strategic financial planning. Our team of experts is dedicated to creating financial value for our clients, offering tailored solutions for small to mid-size businesses, enterprise-level clients, and investment firms in industries such as real estate, medical, restaurants, retail, and technology. For individuals seeking assistance with accounting services and tax planning, KADIN CPA follows a strict ethical code to provide personalized financial planning strategies that minimize tax liabilities and align with short and long-term goals. We also offer resources and industry insights to help clients understand changes in regulations and tax laws.
Aspire Tax & Accounting Services Inc
Aspire Tax & Accounting Services Inc is a reputable institution located at 94-23 Lefferts Boulevard in New York, United States. Specializing in accounting, finance, and real estate services, our team of dedicated professionals is committed to providing top-notch financial solutions to individuals and businesses alike. With years of experience and a strong track record of success, we strive to help our clients achieve their financial goals and maximize their returns. Whether you need assistance with tax preparation, financial planning, or real estate transactions, Aspire Tax & Accounting Services Inc is here to support you every step of the way. Contact us today to learn more about how we can help you thrive financially.
Rapps & Associates, PLLC
Rapps & Associates, PLLC is a renowned finance and legal institution located at 445 Central Avenue in Cedarhurst, New York, United States. With a team of experienced lawyers and financial experts, they provide top-notch services to their clients in various legal and financial matters. Whether you need assistance with estate planning, business law, tax issues, or financial planning, Rapps & Associates, PLLC is dedicated to helping you navigate through complex legal and financial challenges with expertise and professionalism. Contact them today for personalized solutions tailored to your specific needs.
Asset Protection Training
Asset Protection Training, located at 110 Wall Street in New York City, is a leading institution specializing in finance and wealth preservation strategies. Led by Rob Lambert, a highly experienced professional in the field, the institution offers comprehensive training on asset protection, including the formation of Limited Liability Companies (LLC) and offshore trusts in countries like Belize. With a focus on debunking myths and providing straightforward information, Asset Protection Training aims to empower individuals to make informed decisions about safeguarding their wealth. Whether you are a beginner or have experience in asset protection planning, the institution offers valuable resources such as training videos and expert guidance to help you navigate the complexities of the financial landscape. Contact Asset Protection Training today to start building a solid protection plan for your assets and securing your financial future.
ARB Consulting Services
ARB Consulting Services is a leading finance institution located at 550 Uniondale Avenue in Uniondale, New York. With a team of experienced professionals, we offer a wide range of financial consulting services to help individuals and businesses achieve their financial goals. From investment planning to risk management, our experts provide personalized solutions tailored to each client's unique needs. Trust ARB Consulting Services to guide you towards a secure financial future.
Steadfast City Economic & Community Partners
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.
Cedar Grove Camps
Cedar Grove Camps is a picturesque campground and lodging facility located at 2714 County Route 6 in Hammond, New York. Situated amidst beautiful natural surroundings, Cedar Grove Camps offers a peaceful and serene retreat for travelers looking to escape the hustle and bustle of city life. With a range of accommodation options including cabins, RV sites, and tent camping areas, guests can enjoy a comfortable stay in the great outdoors. In addition to its camping facilities, Cedar Grove Camps also operates as a park, offering visitors a chance to explore the surrounding wilderness and enjoy outdoor activities such as hiking, fishing, and birdwatching. As a real estate agency, Cedar Grove Camps can also help individuals interested in purchasing or renting property in the area. Furthermore, as a travel agency, Cedar Grove Camps can assist guests with planning their trip and making the most of their stay in Hammond, New York. Whether you're looking for a peaceful camping retreat, a cozy cabin getaway, or assistance with real estate or travel arrangements, Cedar Grove Camps has something to offer for everyone.
Justin Myers - Financial Advisor, Ameriprise Financial Services, LLC
Justin Myers is a Financial Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Justin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Justin is dedicated to providing expert financial advice tailored to the individual needs of clients, applying investment concepts and asset management strategies to real-world situations. Whether you are planning for retirement, managing wealth transfers, or seeking advice on estate planning, Justin Myers has the knowledge and expertise to guide you through your financial journey.
Anjani Prabhu - Financial Advisor, Ameriprise Financial Services, LLC
Anjani Prabhu, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2406 Genesee Street, Utica, New York, United States, specializes in providing comprehensive financial planning services. Anjani Prabhu holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Anjani Prabhu is dedicated to upholding a high standard of ethics and continually seeks to enhance knowledge and skills through ongoing education. With a focus on understanding individual needs and applying investment concepts to real-world situations, Anjani Prabhu is committed to helping clients achieve their financial goals.
Ameriprise Financial
Ameriprise Financial, located at 6622 Main Street, Williamsville, New York, United States, is a finance institution offering a wide range of certifications and designations to financial professionals. These include the AAMS™ certification for asset management, the ADPA™ designation for domestic partnership advisors, the AEP® designation for estate planners, the AIF® designation for investment fiduciaries, the APMA™ designation for portfolio management advisors, and many more. With a focus on ethics and real-world application, Ameriprise Financial provides comprehensive training and education for individuals looking to excel in the financial planning industry. From retirement planning to estate planning, risk management to investment strategies, Ameriprise Financial equips professionals with the knowledge and skills needed to help clients achieve their financial goals.
Chestnut Ridge Point 1
Chestnut Ridge Point 1 is a beautiful park located at 6121 Chestnut Ridge Road in Orchard Park, New York. This park offers a peaceful and scenic environment for visitors to relax and enjoy the outdoors. With its well-maintained grounds and walking trails, Chestnut Ridge Point 1 is the perfect place for a leisurely stroll or a picnic with family and friends. Whether you're looking to unwind in nature or simply take in the fresh air, this park provides a serene setting for all to enjoy.
1031 Investment Services
1031 Investment Services is a reputable real estate agency located at 2 Orr Hatch Drive in Cornwall, New York, United States. Specializing in 1031 exchanges, our experienced team of professionals are dedicated to helping clients maximize their investments and navigate the complexities of tax-deferred exchanges. Whether you are looking to buy, sell, or exchange real estate properties, our experts are here to provide personalized guidance and support every step of the way. Trust 1031 Investment Services to help you achieve your financial goals in the world of real estate.
Safe Harbor Asset Management, Inc.
Safe Harbor Asset Management, Inc. is a finance institution located at 167 East Main Street, Huntington, New York, United States. As a “Fee Only” SEC Registered Investment Adviser, the firm takes on the fiduciary responsibility of managing your family’s wealth to protect it from increasing risk and taxes. They offer advisory services on a discretionary and non-discretionary basis. Specializing in investment-grade property alternatives for 1031 Exchanges nationwide, Safe Harbor Asset Management, Inc. provides a wide range of DSTs to their investor clients at a lower cost. Their investment process is guided by Modern Portfolio Theory, using a global strategic Asset Allocation model to construct portfolios around index and enhanced index funds.
Stone Cove Cottage at Sackets
Stone Cove Cottage at Sackets is a charming lodging establishment located at 372 Ontario Street in the historic village of Sackets Harbor, New York. This cozy cottage offers a peaceful retreat for travelers looking to escape the hustle and bustle of city life. Whether you're looking for a weekend getaway or a longer stay, Stone Cove Cottage provides a comfortable and inviting atmosphere for guests to relax and unwind. As a real estate agency, we also offer properties for sale in the area, making it the perfect place to find your dream home or vacation rental. Our travel agency services can help you plan the perfect itinerary for exploring the beautiful surroundings of Sackets Harbor. Book your stay at Stone Cove Cottage and experience the beauty and tranquility of this picturesque waterfront community.
Palmer Financial
Palmer Financial is a finance institution located at 199 East Main Street, Smithtown, New York, United States. Our goal is to help you take a proactive approach to your personal financial situation and make sound decisions for your future. We specialize in investing, retirement planning, estate planning, and wealth preservation. Our customizable planning approach and dedicated support will help you pursue your financial goals with confidence. We offer insights from Wells Fargo Investment Institute to help you navigate the economy, equities, fixed income, real assets, and alternative investments. Please note that by clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. It is important to review the third-party's policies and terms to understand how your information may be collected and maintained. Let us help you create and manage a successful retirement plan tailored to your unique needs and goals.
Green Cedars Cottages
Green Cedars Cottages is a charming lodging establishment located at 34379 State Highway 12E in Cape Vincent, New York. This institution offers cozy cottages surrounded by beautiful greenery, providing a peaceful and serene retreat for guests. In addition to being a lodging facility, Green Cedars Cottages also operates as a real estate agency, offering properties for sale in the area. Furthermore, the institution includes an RV park for travelers looking for a convenient and comfortable place to park their vehicles. With a focus on providing exceptional customer service and a memorable experience, Green Cedars Cottages is also a travel agency, assisting guests in planning their adventures in the Cape Vincent area and beyond. Whether you're looking for a relaxing getaway or a new property investment, Green Cedars Cottages has everything you need for a memorable stay in New York.
The Evening Star
The Evening Star is a multi-faceted institution located at 11932 New York 12E in Chaumont, New York. As a real estate agency, we specialize in helping individuals find their dream homes or investment properties in the beautiful surroundings of Chaumont. Our experienced agents are dedicated to providing top-notch service and expertise to ensure a smooth and successful real estate transaction. In addition to our real estate services, The Evening Star also operates as a travel agency, offering a wide range of travel packages and services to help our clients plan their perfect getaway. Whether you're looking for a relaxing beach vacation or an adventurous mountain retreat, our travel experts are here to assist you in creating unforgettable travel experiences.
FoxCreek Retreat
FoxCreek Retreat is a charming and picturesque institution nestled in the heart of Lorraine, New York. As a real estate and travel agency, we specialize in providing our clients with luxurious vacation rentals and properties for sale in this serene and tranquil location. Our team of experienced professionals is dedicated to helping you find the perfect getaway or investment opportunity, ensuring a seamless and stress-free experience. Whether you are looking for a cozy cabin in the woods or a waterfront estate, FoxCreek Retreat has something for everyone. Visit us at 3435 County Road 95 to start planning your dream escape today.
Weeks Cottage
Weeks Cottage is a charming institution located at 21839 Storrs Road in the picturesque town of Sackets Harbor, New York. As a real estate agency, Weeks Cottage specializes in helping clients find their dream vacation homes or investment properties in the stunning surroundings of Sackets Harbor. Additionally, as a travel agency, Weeks Cottage can assist in planning unforgettable getaways to this beautiful region. With a team of experienced professionals and a dedication to exceptional customer service, Weeks Cottage is the perfect place to turn your real estate and travel dreams into reality.
St. Lawrence Rentals, LLC.
St. Lawrence Rentals, LLC. is a reputable real estate and travel agency located at 16231 Rainbow Shores in Clayton, New York, United States. Specializing in vacation rentals along the stunning St. Lawrence River, our agency offers a wide range of properties to suit every traveler's needs. Whether you're looking for a cozy cabin for a romantic getaway or a spacious waterfront home for a family vacation, St. Lawrence Rentals, LLC. has the perfect property for you. Our experienced team is dedicated to providing exceptional service and helping clients find their ideal rental property. Contact us today to start planning your dream vacation along the scenic St. Lawrence River.
TransGlobal Holding Company 美國泛宇集團
TransGlobal Holding Company, located at 38-08 Union Street in New York, is a finance, insurance, and real estate agency providing professional and complete All-In-One services for its clients. With over 30 years of experience in financial planning and management, TransGlobal aims to serve the Asian communities in the U.S. The institution offers a wide range of services including tax coaching and planning, tax filing, business incorporation, life insurance, annuity, financial management, mortgage financing, real estate, asset management, health insurance, and Property & Casualty insurance. TransGlobal's one-stop shop wealth management approach provides all-inclusive services to clients. The institution's affiliated companies consist of over 5,000 professional independent agents across major U.S. cities. Founded in 1994, Transpacific Financial Inc. specializes in providing insurance and pension products to help clients establish more comprehensive and timely services. Please visit the headquarters in Monrovia for more information. Please note that investing in securities involves risks, and consultation with a personal tax or legal advisor is recommended before making any financial decisions.
The Admiral Collection
The Admiral Collection is a prestigious real estate and travel agency located at 220 Merrick Street in Clayton, New York, United States. Specializing in luxury properties and bespoke travel experiences, The Admiral Collection offers a unique and personalized service to its discerning clientele. Whether you are looking to buy or rent a dream home, or plan a once-in-a-lifetime getaway, The Admiral Collection is dedicated to exceeding your expectations and creating unforgettable memories. Visit us today and let us help you find your perfect property or plan your next adventure.
Finger Lakes Mill Creek Cabins
Finger Lakes Mill Creek Cabins is a charming lodging option located at 2382 Parmenter Road in Lodi, New York. This institution offers cozy cabins nestled in the beautiful Finger Lakes region, providing guests with a peaceful and relaxing retreat. As a real estate agency, Finger Lakes Mill Creek Cabins also offers opportunities for individuals interested in purchasing their own slice of paradise in this picturesque area. Additionally, as a travel agency, they can help visitors plan their perfect Finger Lakes getaway, offering recommendations for local attractions, dining options, and outdoor activities. Whether you're looking for a weekend escape or a permanent vacation spot, Finger Lakes Mill Creek Cabins has something for everyone.
Phoenix Asset Management
Phoenix Asset Management is a reputable finance and real estate agency located at 1205 Franklin Avenue in Garden City, New York. With a team of experienced professionals, we provide expert advice and services in managing assets and real estate investments. Our institution is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth or invest in properties, Phoenix Asset Management is here to guide you every step of the way.
Granata & Associates
Granata & Associates is a leading finance, health, and insurance agency located at 333 Earle Ovington Boulevard in Uniondale, New York. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses achieve their financial goals and secure their health and assets. Whether you are looking for investment advice, health insurance options, or risk management solutions, Granata & Associates is dedicated to providing personalized and comprehensive services to meet your needs. Contact us today to learn more about how we can help you plan for a secure financial future.
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