The 30 Best Succession planning for businesses in Harrison, New York

The Harrison Law Group, P.C. Address: 91-31 Queens Boulevard, Queens, New York 11373, United States Phone: (631) 465-9797

Welcome to Harrison Bookkeeping Services, Ltd. Located at 537 Decatur Street in the vibrant heart of Brooklyn, New York, Harrison Bookkeeping Services, Ltd. is your trusted partner in accounting and finance. We specialize in providing comprehensive bookkeeping solutions tailored to meet the unique needs of small to medium-sized businesses, entrepreneurs, and individuals.

Welcome to Simon Harrison Real Estate, your trusted partner in navigating the dynamic real estate market of The Hamptons. Located at 1 Bay Street, Sag Harbor, New York, our agency is dedicated to providing exceptional service and expert guidance to both buyers and sellers. At Simon Harrison Real Estate, we specialize in luxury properties, offering a diverse portfolio that includes stunning waterfront homes and spacious family residences. Whether you're interested in a 4-bedroom, 3-bathroom property with a 16x32 pool or a charming 2-bedroom, 2-bathroom waterfront retreat, we have the expertise to help you find your dream home.

Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2900 Westchester Avenue, Harrison, New York, United States. Jay Kunstreich holds various certifications such as 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment analysis, and more. Jay Kunstreich is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with investment strategies, insurance products, estate planning, or any other financial need, Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is here to help.

The Canterbury Group - Morgan Stanley is a finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. As part of the renowned Morgan Stanley brand, The Canterbury Group offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced advisors and experts in the field, clients can expect personalized financial solutions tailored to their specific needs and goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, The Canterbury Group is committed to helping you achieve financial success.

CBIZ Marks Paneth, located at 4 Manhattanville Road in Harrison, New York, is a leading accounting and finance institution with roots dating back to 1907. With a team of nearly 700 professionals, they offer a wide range of audit, accounting, tax, and consulting services. Specializing in areas such as business continuity, international tax, forensic accounting, and technology, they also provide services in family office and financial advisory. No matter what your needs may be, the dedicated team at CBIZ Marks Paneth is always ready to help. Connect with an expert today to learn more about how they can assist you.

Blueline West is a store located at 2 Halstead Avenue in Harrison, New York, United States. At Blueline West, we believe that hockey families define the character of our community. We have had the privilege to coach many individuals and serve numerous families with our products. If there is anything in our shop or warehouse that you think you can use, please do not hesitate to let us know. We are here to serve you and are always available to help. Our sister store, Blueline Sports Inc., is located in Darien, Connecticut, and you can contact them at 203-656-0324 or bluelinesportinc@aol.com. We can arrange to meet you at one of our shops, but please call or text us first. Thank you for being a part of our community at Blueline West.

Florek & Counsel, LLC is a highly respected private corporate and intellectual property law firm located at 2900 Westchester Avenue in Harrison, New York. Our team of experienced attorneys offer trusted and competent representation in a variety of legal disciplines, including transactional and litigation services. We cater to a diverse clientele, including entrepreneurs, start-up businesses, private equity investors, artists, entertainers, inventors, affluent individuals, and corporate entities. Our firm is dedicated to staying on the cutting-edge of the latest legal developments, ensuring that our clients receive the most up-to-date and effective legal advice.

The Law Offices of Gregory J. Tembeck, PC is a reputable law firm located at 2500 Westchester Avenue in Harrison, New York, United States. Specializing in various areas of law, including personal injury, criminal defense, family law, and more, the experienced team at this firm is dedicated to providing top-notch legal representation and guidance to their clients. With a strong track record of success and a commitment to client satisfaction, The Law Offices of Gregory J. Tembeck, PC is a trusted choice for those in need of legal assistance.

The Law Office of Andrew Ross Sack is a reputable legal institution located at 600 Mamaroneck Avenue in Harrison, New York. Specializing in various areas of law, including personal injury, employment discrimination, and civil rights, Attorney Andrew Ross Sack and his team are dedicated to providing expert legal representation and personalized service to their clients. With a track record of success and a commitment to justice, The Law Office of Andrew Ross Sack is a trusted choice for individuals seeking experienced and compassionate legal guidance.

Capital Connex is a leading finance institution located at 500 Mamaroneck Avenue in Harrison, New York. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Capital Connex is here to help guide you every step of the way. Visit us today to learn more about how we can help you achieve financial success.

Yvonne Ankrah is a reputable healthcare institution located at 3010 Westchester Avenue in Harrison, New York. Specializing in providing top-notch medical care, Dr. Yvonne Ankrah and her team offer a wide range of health services to patients in the area. With a focus on delivering personalized and compassionate care, Yvonne Ankrah is dedicated to helping individuals achieve and maintain optimal health. Visit Yvonne Ankrah for all your medical needs and experience high-quality healthcare in a welcoming and professional setting.

James Harding is a premier medical institution located at 500 Westchester Avenue in Harrison, New York. Our team of highly skilled doctors and health professionals are dedicated to providing top-notch medical care and personalized treatment plans for all of our patients. From routine check-ups to specialized treatments, we are committed to helping you achieve optimal health and well-being. Visit us at James Harding for exceptional healthcare services in a comfortable and welcoming environment.

Quinton Insurance is a reputable insurance agency located at 600 Mamaroneck Avenue, Harrison, New York, United States. Founded in 1996 by President D. Gordon Quinton, the agency's mission is to provide clients with top-notch protection at affordable rates. Specializing in a variety of insurance types including Commercial, Contractors, Property, Auto, Home, and Life insurance, Quinton Insurance caters to a wide range of needs. With a history of steady growth and success, the agency has expanded significantly over the years, thanks to the leadership of Gordon and his partner Joe Alloco. Their ultimate goal is to become one of the largest insurance brokerages in the country. With a strong work ethic and dedication to serving clients, Quinton Insurance continues to thrive and excel in the insurance industry.

The Ostrove Group Incorporated, located at 4 New King Street in New York, United States, is a renowned institution in the fields of health and insurance. Established in 1965 by Mitchell Wm. Ostrove, CLU, ChFC, the institution specializes in business insurance, estate planning, and financial analysis. With a strong focus on employee benefit plans, business and estate planning, and investment opportunities, The Ostrove Group assists businesses, families, and high net worth individuals in saving money and achieving their financial goals. Mitchell Ostrove offers a range of products and services through Ostrove Group - insurance and financial services, Ameritas Investment Company, LLC (AIC) - securities and investments, and Ameritas Advisory Services (AAS) - investment advisory services. The institution is dedicated to providing comprehensive planning solutions to its clients and is committed to helping them secure their financial future.

Harding Mazzotti, LLP is a renowned law firm located at 224 Harrison Street in Syracuse, New York. Specializing in various legal matters, the firm is known for its expertise in providing top-notch legal services to its clients. With a team of experienced lawyers, Harding Mazzotti, LLP is dedicated to delivering exceptional representation and achieving successful outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Harding Mazzotti, LLP is the trusted choice for all your legal needs.

Joseph T Colasurdo Associates PC is a reputable law firm located at 2900 Westchester Avenue, Harrison, New York, United States. Specializing in various legal services, the team at Joseph T Colasurdo Associates PC is dedicated to providing top-notch legal representation and guidance to their clients. With years of experience and a strong track record of successful cases, they are known for their professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Joseph T Colasurdo Associates PC is here to help.

Gioffre & Gioffre PC is a prestigious law firm located at 2900 Westchester Avenue in Harrison, New York. Specializing in various areas of law, the firm is known for providing top-notch legal services to clients in the United States. With a team of experienced and dedicated lawyers, Gioffre & Gioffre PC is committed to delivering excellent representation and achieving favorable outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, you can trust Gioffre & Gioffre PC to provide expert guidance and support.

Flynn Financial Partners, Ltd. is a reputable finance institution located at 56 Harrison Street in New Rochelle, New York, United States. Our team of experienced financial experts is dedicated to providing top-notch financial services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a wide range of financial solutions tailored to meet the unique needs of each individual or business. Trust Flynn Financial Partners, Ltd. to guide you towards a secure and prosperous financial future.

Cysner Financial Services is a leading finance institution located at 105 Calvert Street in Harrison, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, wealth management, and more. 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 with your financial needs.

LightedWay Advisory Services, Inc. is a leading finance and insurance agency located at 83 Calvert Street in Harrison, New York. Our team of experienced advisors are dedicated to providing personalized financial solutions and insurance options to help clients navigate their financial journey with confidence. Whether you are looking to invest wisely, protect your assets, or plan for the future, our experts are here to guide you every step of the way. Trust LightedWay Advisory Services, Inc. to illuminate the path to financial success.

Hightower Westchester is a finance institution located at 440 Mamaroneck Avenue in Harrison, New York, United States. Led by Peter Lang, who has been named to Forbes’ list of the Best-In-State Wealth Advisors for the third consecutive year, we are holistic fiduciaries dedicated to providing financial knowledge and strategies that help our clients build a legacy through financial success and integrity. As fiduciaries, we are committed to serving our clients' best interests by offering objective and personalized investment solutions, avoiding conflicts of interest, and conducting regular reviews to ensure fiduciary principles are upheld. With an average experience of over 25 years, our team takes a holistic approach to wealth management, focusing on rigorous analysis and exceptional client service.

Fifth Set Private Wealth Management LLC is an independent investment advisory firm located at 600 Mamaroneck Avenue in Harrison, New York, United States. We specialize in serving successful mid-career professionals and their families, offering an evidence-based investment approach and a fiduciary standard of client care. Our clients lead busy lives, and we provide a thoughtful and deliberative client experience to help manage their finances strategically. Humans are not naturally inclined to be successful investors, which is why we apply our Fifth Set Discipline™, a methodical and evidence-based investment approach, to counteract common biases that can lead to poor investment outcomes. With recent events such as the potential debt limit debacle and the passing of the SECURE 2.0 Act of 2022, now is a crucial time for investors to evaluate their reactions and strategies.

The Cotto Wealth Management Group at Morgan Stanley is a prestigious financial institution located at 2000 Westchester Avenue in Harrison, New York. With a focus on providing top-tier wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experts are here to provide personalized solutions tailored to your unique needs. Trust in The Cotto Wealth Management Group at Morgan Stanley for all your financial planning needs.

Albertine Gibbs is a financial advisor at Ameriprise Financial Services, LLC located at 440 Mamaroneck Avenue, Harrison, New York, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a strong focus on ethics and continuing education, Albertine Gibbs provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on investment opportunities, insurance products, or estate planning, Albertine Gibbs has the knowledge and experience to help you achieve your financial goals.

Nina Daoud is a Financial Advisor at Ameriprise Financial Services, LLC located at 440 Mamaroneck Avenue, Harrison, New York, United States. As a certified 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® professional, Nina Daoud offers a wide range of financial services and expertise. With a focus on asset management, estate planning, retirement planning, and investment strategies, Nina Daoud is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Nina Daoud today for expert financial guidance and support.

Craig Frank is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 Mamaroneck Avenue, Harrison, New York, United States. Craig 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®. These certifications showcase Craig's expertise in various areas of finance including asset management, retirement planning, estate planning, investment analysis, and insurance products. Craig is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Craig Frank today for all your financial advisory needs.

Terence Gibbons - Financial Advisor at Ameriprise Financial Services, LLC, located at 440 Mamaroneck Avenue, Harrison, New York, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Terence Gibbons is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and other financial needs. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and Certified Estate Planner™ to cater to unique financial situations. With a team of highly qualified professionals and a commitment to ethical standards, Terence Gibbons - Financial Advisor is dedicated to helping clients achieve their financial goals and secure their future.

High Tower Advisors, located at 440 Mamaroneck Avenue in Harrison, New York, is a finance institution dedicated to helping clients achieve their personal and financial success stories. With a focus on building strong client relationships and a vision for the future, High Tower Advisors has grown to support over 128 elite financial advisory businesses across 34 states since its founding in 2008. As a fiduciary, High Tower advisors always prioritize client interests, ensuring that client goals and portfolios come first. The institution seeks out successful wealth management firms with a commitment to growth and a desire to be part of a collaborative community. By providing resources for expansion, back-office scalability, succession planning, and more, High Tower Advisors empowers advisors to focus on their clients' well-th stories.

Buckland Partners is a leading finance institution located at 500 Mamaroneck Avenue in Harrison, New York, United States. With a reputation for excellence and expertise in the financial industry, Buckland Partners offers a wide range of financial services to clients both locally and globally. From investment management to financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Buckland Partners today to learn more about how we can help you navigate the complexities of the financial world.