TOP 30 Best State estate tax planning in White Plains, New York
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Law Offices of Weiss & Weiss
The Law Offices of Weiss & Weiss, located at 1 Barker Avenue in White Plains, New York, is a reputable law firm specializing in various legal services. With a team of experienced lawyers, they provide expert legal representation and advice to clients in need of assistance with a wide range of legal matters. Whether you are facing a personal injury case, need help with estate planning, or require assistance with a business transaction, the dedicated team at Weiss & Weiss is here to help. Trust in their expertise and commitment to achieving the best possible outcome for your legal needs.
Evan Rogers Law, P.C.
Evan Rogers Law, P.C. is a results-oriented law firm located at 4419 White Plains Road in New York, United States. Specializing in Probate and Administration cases in the Bronx, Manhattan, Queens, Brooklyn, Westchester, and Rockland Counties, Evan Rogers has over forty years of experience helping individuals around the world with their legal needs. Whether you are dealing with a Last Will and Testament, cooperative or condominium apartment purchases, or landlord-tenant disputes, Evan Rogers Law, P.C. is here to provide expert legal guidance. With a focus on helping clients navigate the complexities of the legal system, Evan Rogers Law, P.C. is dedicated to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.
Joe & Associates
Joe & Associates is a reputable accounting and finance institution located at 277 Martine Avenue in White Plains, New York. With years of experience and expertise in the field, we provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Our team of dedicated professionals is committed to helping our clients achieve their financial goals and make informed decisions. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Hunter Financial Advisors, Inc.
Hunter Financial Advisors, Inc. is a reputable finance institution located at 120 White Plains Road in Tarrytown, New York. With a team of experienced financial advisors, they specialize in providing personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Hunter Financial Advisors, Inc. can provide expert guidance and support every step of the way. Trust in their expertise and dedication to help you secure your financial future.
Wealth Enhancement Group
Wealth Enhancement Group is a leading financial institution located at 120 White Plains Road in Tarrytown, New York, United States. Specializing in wealth management and financial planning, our team of expert advisors is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to enhance our clients' wealth and secure their financial future. Contact us today to learn more about how Wealth Enhancement Group can help you reach your financial objectives.
Fox Financial Services Inc
Fox Financial Services Inc is a leading finance institution located at 5 Waller Avenue in White Plains, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth preservation strategies. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
1879 Advisors
1879 Advisors is a leading finance institution located at 445 Hamilton Avenue in White Plains, New York. With a strong track record of success since its establishment, 1879 Advisors offers a wide range of financial services to individuals and businesses alike. Their team of experienced advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, 1879 Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Martone Capital Management
Martone Capital Management is a leading finance institution located at 50 Main Street in White Plains, New York. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a strong track record of success, we offer a range of investment strategies tailored to meet the unique needs of each individual client. Trust Martone Capital Management to provide expert guidance and support as you navigate the complexities of the financial markets.
Trivium Point Advisory
Trivium Point Advisory is a financial institution located at 711 Westchester Avenue in White Plains, New York. We are excited to announce that we have welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to our team. At Trivium, we focus on creating a connection between people, processes, and finances, providing our clients with essential financial strategies through wealth management, tax and accounting, and business advisory services all in one place. Our dedicated team at Trivium Point Advisory is committed to serving individuals who are looking for a central advisor for their financial needs. We offer a unique experience by combining wealth management, accounting, and business advisory services for those who value financial stewardship. We are here to help you understand your numbers and create a personalized financial roadmap to help you reach your goals.
Merrill Lynch Financial Advisor Paul J McKirgan
At Merrill Lynch Financial Advisor Paul J McKirgan, located at 360 Hamilton Avenue in White Plains, New York, United States, we believe that relationships are at the heart of everything we do. With over 100 years of combined wealth advisory experience, our team at The BME Group is dedicated to helping clients build the financial life they've imagined. We offer personalized financial strategies, retirement planning, estate planning services, wealth transfer, and business transition assistance. Our tailored investment approach, combined with cutting-edge technology, enables us to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. We understand that no two people are alike, which is why we take the time to get to know you, your priorities, goals, risk tolerance, and more, in order to help you identify and address financial challenges and opportunities. Our Investment Personality Assessment helps us understand your investing preferences so that we can customize a financial approach that aligns with your goals. We believe in regular check-ins to ensure that your financial approach reflects any changes in your life or goals.
Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC
Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. They offer a range of services and certifications to cater to the diverse financial needs of their clients. Some of the certifications they offer include 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®. These certifications ensure that the advisors at Shiva Bhashyam are well-equipped to provide expert financial advice and planning tailored to the individual needs of their clients.
Joshua Daniel Brown - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Daniel Brown is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York. With a focus on providing personalized financial planning and investment strategies, Joshua helps clients navigate their financial goals and achieve long-term success. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Joshua can provide expert guidance and tailored solutions to meet your unique needs. Contact Joshua Daniel Brown today to start planning for a secure financial future.
Heller & Filippone, LLP
Heller & Filippone, LLP is a reputable accounting and finance institution located at 925 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, or financial planning, Heller & Filippone, LLP is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to see how they can assist you with your financial needs.
Mark S. Gross CPA, PC
Mark S. Gross CPA, PC is a reputable accounting and finance institution located at 360 North Street in White Plains, New York, United States. With years of experience and expertise in the field, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, we strive to deliver personalized solutions tailored to meet our clients' specific needs. Trust Mark S. Gross CPA, PC for all your accounting and finance needs.
Tony Ninan, JD, EA
Tony Ninan, JD, EA is a reputable accounting and finance institution located at 398 Mamaroneck Avenue in White Plains, New York. With a team of experienced professionals led by Tony Ninan, who holds a Juris Doctor (JD) degree and is an Enrolled Agent (EA), the institution offers expert financial services to individuals and businesses alike. From tax preparation and planning to financial consulting, Tony Ninan, JD, EA is dedicated to providing top-notch services tailored to meet the unique needs of each client. Visit their office in White Plains to see how they can help you achieve your financial goals.
Redlig Financial Services Inc.
Redlig Financial Services Inc. is a reputable accounting and finance institution located at 40 Prescott Avenue in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Weintraub & Associates, LLP
Weintraub & Associates, LLP is a leading accounting and finance firm located at 200 Mamaroneck Avenue in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. We are dedicated to helping our clients achieve their financial goals and providing personalized solutions to meet their needs. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Law Office of Alexandra Gomez-Jimenez, Esq. PC
The Law Office of Alexandra Gomez-Jimenez, Esq. PC is a reputable legal institution located at 12 Water Street in White Plains, New York. Specializing in various areas of law, including family law, immigration law, and criminal defense, our team of dedicated lawyers is committed to providing top-notch legal services to our clients. With a focus on professionalism, integrity, and client satisfaction, we strive to achieve the best possible outcomes for our clients. Contact us today for expert legal representation you can trust.
Stieglitz & Welch PLLC
Stieglitz & Welch PLLC is a reputable law firm located at 10 New King Street in White Plains, New York. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in areas such as family law, real estate, and estate planning, Stieglitz & Welch PLLC is dedicated to providing personalized and professional representation to their clients. Whether you are facing a legal dispute or need assistance with a complex transaction, you can trust Stieglitz & Welch PLLC to provide expert guidance and support.
Morgan Legal Group P.C. | Westchester
At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.
D' Agostino Law Office, PC
D' Agostino Law Office, PC is a law firm located at 427 Bedford Road in Pleasantville, New York. They also have a second office located at 200 Mamaroneck Ave Ste 500 in White Plains, NY. Specializing in legal services, the firm is dedicated to providing expert advice and representation to their clients. With a team of experienced lawyers, D' Agostino Law Office, PC is committed to helping individuals navigate through legal matters with professionalism and integrity. The firm is known for their personalized approach and dedication to achieving the best possible outcome for their clients.
Cermele & Wood LLP
Cermele & Wood LLP is a prestigious law firm located at 2 Westchester Park Drive in White Plains, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including corporate law, real estate law, and estate planning, Cermele & Wood LLP is dedicated to providing top-notch legal representation and personalized attention to each client. Their commitment to excellence and professionalism sets them apart as a leading law firm in the region.
Daniels O'Connell PC
Daniels O'Connell PC is a reputable law firm located at 235 Main Street in White Plains, New York. With a team of experienced attorneys, they provide a wide range of legal services including personal injury, real estate, estate planning, and business law. Their dedication to client satisfaction and expertise in various legal matters make them a trusted choice for individuals and businesses seeking legal representation in the United States.
Walsh & Amicucci LLP
Walsh & Amicucci LLP is a prestigious law firm located at 1133 Westchester Avenue West in White Plains, New York. With a team of experienced and knowledgeable attorneys, the firm specializes in a wide range of legal services including business law, real estate law, estate planning, and litigation. Clients can expect personalized attention and expert advice to help navigate complex legal issues. Whether you are a business owner, individual, or family seeking legal representation, Walsh & Amicucci LLP is dedicated to providing top-notch legal services tailored to your specific needs.
Joseph L Soricelli Insurance and Financial Services
Joseph L Soricelli Insurance and Financial Services is a trusted institution located at 4419 White Plains Road in New York, United States. As a finance institution, they offer a wide range of insurance and financial services to help individuals and businesses secure their future. With a team of experienced professionals, they provide personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage or financial planning assistance, Joseph L Soricelli Insurance and Financial Services is dedicated to helping you achieve your goals and protect what matters most to you.
Lexco Wealth Management
Lexco Wealth Management is a leading finance institution located at 120 White Plains Road in Tarrytown, New York. Our team of experienced financial experts provides personalized wealth management services to help clients achieve their financial goals. From investment strategies to retirement planning, we offer comprehensive financial solutions tailored to each client's unique needs. Trust Lexco Wealth Management to guide you towards a secure financial future.
Primerica Financial Services
Primerica Financial Services is a reputable insurance agency located at 188 East Post Road in White Plains, New York, United States. With a commitment to helping individuals and families achieve financial security, Primerica offers a range of insurance products and services to meet the diverse needs of its clients. Whether you are looking for life insurance, retirement planning, or investment solutions, Primerica's team of experienced professionals is dedicated to providing personalized guidance and support to help you reach your financial goals. Visit Primerica Financial Services today and take the first step towards a more secure future.
Ely J. Rosenzveig & Associates, P.C.
Ely J. Rosenzveig & Associates, P.C. is a reputable institution located at 570 Taxter Road, Elmsford, New York, United States. Specializing in accounting, finance, and legal services, the firm focuses on elder care law, trust and estate planning, tax counsel, asset protection, special needs planning, and more. They also offer services in tax advocacy, employment law, and mediation for familial and business disputes. The firm is dedicated to providing zealous advocacy for their clients in a trustworthy, competent, and professional manner. The experienced attorneys at Ely J. Rosenzveig & Associates, P.C. help clients in White Plains, New York, and Westchester County with securing quality care and provisions for loved ones, navigating the probate process, managing financial affairs, honoring health care wishes, and more. Clients praise the firm for their expert knowledge, compassionate approach, and efficient handling of legal matters.
Snyder & Snyder LLP
Snyder & Snyder LLP is a prestigious law firm located at 94 White Plains Road in Tarrytown, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for our clients. With a commitment to excellence and a track record of success, Snyder & Snyder LLP is a trusted choice for all your legal needs. Contact us today to schedule a consultation.
Varian Law Firm
Located in the heart of Downtown New Rochelle, Varian Law Firm is a trusted institution that has been serving clients locally in the surrounding community, all over Westchester County, and throughout the region including New York City and Long Island for over 30 years. With a secondary office in White Plains, NY, clients can easily schedule appointments at either location for their convenience. Specializing in zoning, planning, and variances for new construction projects of any size, both residential and commercial, Varian Law Firm also offers services for small businesses, including buying, selling, or starting a business. The firm assists with tax grievance matters in Westchester Municipalities and provides expertise in wills, trusts, and estates, including probate, planning for the future, and settling a loved one's estate.
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