TOP 30 Strategic wealth transfer in New York, New York

114 results found

Oppenheimer & Co. Inc. is a reputable finance institution located at 300 Westage Business Center Drive in Fishkill, New York, United States. Our office is dedicated to supporting Oppenheimer Financial Professionals in providing valuable advice to individuals, families, corporate executives, and businesses. Our Financial Professionals work closely with clients to create wealth management plans, make strategic investments, and facilitate wealth transfer. We focus on providing the right resources to help clients achieve their financial goals and navigate a rapidly changing world. With roots dating back to 1881, Oppenheimer & Co. Inc. has a long history of offering investment services. We are a financially stable institution with a strong balance sheet, rigorous risk management practices, and robust internal controls to safeguard our clients' assets. In the unlikely event of insolvency, multiple layers of protection are in place to protect our customers' holdings.

Adam Frankfort - Alex Brown, a division of Raymond James is a prestigious finance institution located in New York, New York, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to clients. The team of experienced professionals at Adam Frankfort - Alex Brown are dedicated to providing personalized and strategic financial advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Adam Frankfort - Alex Brown is committed to helping you navigate the complex world of finance with confidence and expertise.

Loretta Vitale - Raymond James is a renowned finance institution located at 900 South Avenue in New York, United States. With a strong reputation for excellence in financial services, Loretta Vitale - Raymond James offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. The institution's team of experienced professionals provides expert guidance and support to clients, ensuring a high level of service and satisfaction. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Loretta Vitale - Raymond James is dedicated to helping you succeed.

Sterling Financial Planning is a reputable finance institution located at 475 Park Avenue South in New York, New York, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. We offer a wide range of services including retirement planning, investment management, estate planning, and more. At Sterling Financial Planning, we prioritize our clients' financial well-being and strive to provide expert advice and guidance every step of the way. Trust us to help you secure a sound financial future.

Abraham & Alexander Associates LLC is a reputable financial consulting firm located at 400 West Avenue in Lockport, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, tax strategies, and wealth management. Their personalized approach and commitment to client satisfaction set them apart in the industry. Whether you are an individual looking to secure your financial future or a business seeking strategic financial guidance, Abraham & Alexander Associates LLC is dedicated to helping you achieve your goals. Contact them today to schedule a consultation and take the first step towards financial success.

Legacy Financial Group & Associates is a leading financial institution located at 7900 Davis Road North in Clay, New York, United States. As a finance company, we offer a wide range of services such as investment planning, retirement planning, insurance solutions, and wealth management. Our team of experienced professionals is dedicated to providing personalized financial strategies to help our clients achieve their financial goals. With a commitment to excellence and integrity, Legacy Financial Group & Associates is your trusted partner in securing your financial future.

Generation Capital Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York. Our team of experienced professionals is dedicated to providing comprehensive investment management and financial planning services to our clients. With a focus on building long-term relationships and delivering personalized solutions, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how Generation Capital Management LLC can help you secure your financial future.

Huguenot Financial Planning is a reputable finance institution located at 1358 Old Ford Road in New Paltz, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, fund your child's education, or grow your wealth, our experts are here to provide expert guidance and support every step of the way. Trust Huguenot Financial Planning to help secure your financial future.

M2 Asset Management is a leading financial institution located at 111 Kraft Avenue in Bronxville, New York. Our team of experienced professionals is dedicated to providing top-notch asset management services to help clients achieve their financial goals. With a focus on personalized solutions and strategic planning, we strive to deliver superior results for our clients. Trust M2 Asset Management for all your financial needs and let us help you secure a prosperous future.

Nestegg Advisors Inc is a reputable finance institution located at 330 Vanderbilt Motor Parkway in Hauppauge, New York, United States. With a team of experienced financial experts, Nestegg Advisors Inc offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can trust Nestegg Advisors Inc to provide personalized and strategic financial solutions to help them achieve their financial goals.

Capital Financial Planning is a leading finance institution located at 50 New York 111, Smithtown, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Capital Financial Planning to help you secure your financial future.

Merrill Lynch Financial Advisor Sam Xiang, located at 75 Rockefeller Plaza in New York City, is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, Sam is dedicated to helping his clients preserve, grow, and transfer their wealth to future generations. Fluent in Mandarin Chinese, Sam specializes in working with successful individuals, families, corporate executives, and business owners, many of whom have recently emigrated from China. Sam is highly ethical, adaptable, and empathetic, and takes pride in his ability to explain complex financial topics in clear terms to help his clients make informed decisions. He is a Certified Plan Fiduciary Advisor® (CPFA®) and a member of the National Association of Plan Sponsors. Sam's personalized approach to wealth management includes strategic advice on growing a business, realizing its value through a sale, and designing retirement plans to attract and retain talented employees.

Eagle Tax Planning & Advisory is a finance institution located at 10604 101st Avenue in New York, United States. Our team of experienced professionals provides expert tax planning and advisory services to individuals and businesses. We specialize in helping our clients maximize their financial success by minimizing tax liabilities and strategically planning for the future. Trust Eagle Tax Planning & Advisory to guide you through complex tax laws and regulations with personalized solutions tailored to your unique financial situation.

Geneva Capital Management is a finance institution located at 101 Commercial Street in Plainview, New York, United States. We specialize in providing expert financial management services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic investment planning, risk management, and wealth preservation. With a focus on personalized service and tailored solutions, Geneva Capital Management is committed to delivering excellence in financial management. Contact us today to learn more about how we can help you secure your financial future.

Generations Planning Group, LLC is a finance institution located at 2020 Western Avenue in Albany, New York, United States. Specializing in insurance planning, they understand the crucial role it plays in overall financial planning success. With their expertise, they help clients ensure that all aspects of their financial plan are well-protected. Through their association with FINRA BrokerCheck, clients can easily verify the background of their investment professionals and have peace of mind knowing they are working with trusted and registered representatives. Visit their website for more information on how Generations Planning Group, LLC can help secure your financial future.

Mercer is a prestigious finance institution located at 70 Linden Oaks in Rochester, New York, United States. With a reputation for excellence in financial services, Mercer offers a wide range of investment and wealth management solutions to individuals and businesses alike. Their team of experienced professionals provides personalized guidance and support to help clients achieve their financial goals. Whether you are looking to grow your investment portfolio or plan for retirement, Mercer is committed to delivering expert advice and exceptional service.

The Randy Schuster Coordinated Plan is a finance institution located at 1080 Pittsford Victor Road in Pittsford, New York. Specializing in financial planning and coordination, our team of experts work closely with clients to create personalized strategies for managing their wealth and achieving their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experienced professionals are here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

The Alanus Cooperus Group is a prestigious finance institution located at 350 Northern Boulevard in Albany, New York, United States. Known for its expertise in financial services, the institution offers a wide range of investment options, financial planning, and wealth management services to its clients. With a team of experienced professionals and a commitment to excellence, the Alanus Cooperus Group is dedicated to helping individuals and businesses achieve their financial goals.

Joseph P. Loschiavo - Wilmington Advisors @ M&T is a renowned finance institution located at 10 Slade Avenue in West Seneca, New York, United States. With a team of experienced financial advisors, they provide personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joseph P. Loschiavo - Wilmington Advisors @ M&T is dedicated to providing expert guidance and support every step of the way. Visit their office today to start planning for a brighter financial future.

Ciccarelli Advisory Services is a leading finance institution located in Rochester, New York. Our team of experienced financial advisors provides personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are committed to delivering exceptional service and expertise to our clients. Visit us at 110 Linden Oaks to learn more about how Ciccarelli Advisory Services can help you secure your financial future.

Peter J. De Brino - Morgan Stanley is a reputable finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Peter J. De Brino offers a wide range of financial services and products to help clients achieve their investment goals. With a team of experienced financial advisors and wealth management experts, clients can trust in the expertise and guidance provided by Peter J. De Brino - Morgan Stanley.

Mitchell WealthCare - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a commitment to providing top-notch financial services, they specialize in wealth management, investment planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Mitchell WealthCare - UBS Financial Services Inc. is the trusted partner you need.

Darrin Bradley - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States, specializes in providing comprehensive financial planning services. Darrin Bradley 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®, CFA®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, and more. These certifications demonstrate Darrin Bradley's expertise in various aspects of financial planning, including asset management, estate planning, retirement planning, investment management, and more. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Darrin Bradley can provide personalized guidance and support tailored to your unique needs. Contact Darrin Bradley today for expert financial advice and strategic planning to help you achieve your financial goals.

Merrill Lynch Financial Advisor Elinor Z. Wessels, located at 114 West 47th Street, New York, New York, United States, offers personalized investment insights from Merrill and access to banking solutions from Bank of America. With a focus on understanding your goals and priorities, Elinor Wessels provides tailored investment strategies to help you achieve your financial objectives. By leveraging the global network of specialists, she can provide comprehensive support to help you navigate today's changing markets. Through the Merrill Personal Wealth Analysis™, a personalized financial plan centered around your goals is created to secure your legacy and preferred lifestyle. As your dedicated financial advisor, Elinor Wessels is committed to providing thoughtful advice and guidance to help you stay informed and on track towards your financial future. With a focus on collaboration and communication, she works with you to develop a customized financial strategy that evolves with your changing needs and goals. Whether it's transferring wealth, pursuing passions, or securing a legacy, Elinor Wessels is dedicated to helping you achieve what matters most to you. With a proactive approach to communication and personalized service, she aims to exceed your expectations and provide ongoing financial education. Get the latest investment insights and strategies to help you live your best financial life with Merrill Lynch Financial Advisor Elinor Z. Wessels.

Merrill Lynch Financial Advisor Jon Mann, located at 200 Park Avenue in New York, is a prestigious finance institution that has received recognition from financial industry publications and Bank of America Corporation. The institution's team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Mann Sullivan Group, part of Merrill Lynch Wealth Management, offers a boutique family office experience with access to the vast investment resources of Merrill Lynch and banking capabilities of Bank of America. The team focuses on helping families build, preserve, and transfer their wealth through a holistic approach to financial planning. They work closely with clients' accountants and attorneys to ensure their financial goals are met over time. The wealth management process begins with understanding clients' goals and financial circumstances to create personalized investment portfolios. The team regularly reviews portfolios and makes strategic changes to optimize tax efficiency and address changes in the market or clients' lives. The Mann Sullivan Group specializes in assisting clients at all stages of life, from establishing a financial foundation to planning for retirement and major life events. They also offer specialized strategies tailored to the unique needs of women, recognizing the complexities they may face in managing their financial futures. With a commitment to high-touch service and client trust, Merrill Lynch Financial Advisor Jon Mann is dedicated to helping clients navigate the complexities of wealth management and plan for a secure financial future.

The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.

Nottinghill Capital Management is a renowned finance institution located at 2 Main Street in the charming town of Roslyn, New York. With a reputation for excellence in financial management, Nottinghill Capital Management offers a wide range of services to help clients achieve their financial goals. From investment planning to wealth management, their team of experienced professionals is dedicated to providing top-notch service and personalized solutions for each client. Trust Nottinghill Capital Management to guide you towards financial success and security.

Great Eastern Management Inc is a leading finance institution located at 775 Old Country Road in Westbury, New York, United States. With a strong reputation for excellence in financial management, we offer a wide range of services to meet the needs of our clients. Our team of experienced professionals is dedicated to providing top-notch financial solutions and personalized service to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Great Eastern Management Inc is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

The Oaktide Group - Morgan Stanley is a renowned financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at The Oaktide Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The Oaktide Group - Morgan Stanley is committed to providing tailored solutions to meet your needs.

Liftbridge Financial Advisors is a leading finance institution located at 6 North Main Street in Fairport, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Liftbridge Financial Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.