TOP 10 Succession planning in Oyster Bay, New York

Charter Financial Planning is located at 123 South Street in Oyster Bay, New York. Conveniently accessible from the Long Island Expressway and Northern State Parkway, the office is situated in the 500 Jericho Atrium building. Upon arrival, visitors are encouraged to park near the entrance by Marshalls and head to Suite #107 on the first floor. As a trusted institution, Charter Financial Planning offers securities through Securities America, Inc. and advisory services through Securities America Advisors, Inc. Representative Patrick B. Lough is available for assistance and can be reached at (516)-719-0151.

Coach Meeting House is a charming restaurant located at 160 Mill River Road in Oyster Bay, New York. This cozy institution offers a warm and inviting atmosphere for guests to enjoy delicious food and beverages. The menu features a variety of dishes made with fresh, locally-sourced ingredients, including seafood, pasta, and mouth-watering desserts. Whether you're looking for a casual meal with friends or a special night out with a loved one, Coach Meeting House is the perfect spot to relax and indulge in a memorable dining experience.

Stellina Bakery & Cafe is a charming establishment located at 34 Audrey Avenue in Oyster Bay, New York. This cozy cafe offers a wide selection of delicious Italian pastries, cakes, and other baked goods made with the finest ingredients. Whether you're looking for a sweet treat or a savory snack, Stellina Bakery & Cafe has something for everyone. Founded by world-renowned chef Fabrizio Facchini and Oyster Bay locals Tom and Adriana Milana, Stellina Bakery & Cafe is dedicated to bringing a taste of authentic Italian cuisine to Long Island. The team of talented bakers and chefs are passionate about creating mouthwatering dishes that will make your event a success.

DeSocio & Fuccio, PC is a prestigious law firm located at 111 South Street in Oyster Bay, New York, United States. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing exceptional representation and personalized solutions for our clients. With a commitment to excellence and a track record of success, DeSocio & Fuccio, PC is a trusted name in the legal community. Contact us today for expert legal advice and representation.

Vincent D Mc Namara Law Office is a reputable legal institution located at 1045 Oyster Bay Road in East Norwich, New York. Specializing in various areas of law, including but not limited to criminal defense, family law, and personal injury, the team at this law office is dedicated to providing top-notch legal services to their clients. With a track record of success and a commitment to excellence, Vincent D Mc Namara Law Office is a trusted source for legal representation in the United States.

Salvo Law, P.C. is a reputable law firm located at 1035 Oyster Bay Road in East Norwich, New York. Specializing in various areas of law, including family law, estate planning, real estate, and more, our experienced team of attorneys is dedicated to providing personalized and effective legal solutions for our clients. With a commitment to excellence and a track record of success, Salvo Law, P.C. is the trusted choice for individuals and businesses in need of legal representation in the United States. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Online Accountants, located at 1 Furman Place in East Norwich, New York, is a leading institution in the field of accounting and finance. Our team of expert accountants can provide analysis of your small business transactional environment and recommend the best practices and tools to take your business to the next level. At Online Accounting & Tax Service, we value relationships and view each client as a partner in success. We are dedicated to providing personalized attention and assurance that comes from years of experience and financial expertise. Our services include income tax preparation, IRS and state audit representation, payroll reporting, QuickBooks® setup and training, business startup services, monthly bookkeeping, and financial statement preparation.

Marino Wealth Management is a prestigious finance institution located at 111 South Street, Oyster Bay, New York, United States. Led by the award-winning James M. Marino, who has received the Forbes 2023 Best-in-State Wealth Advisor award for the fifth consecutive year, our team provides top-notch investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that our services may not be available in all states, and we do not offer investment services to individuals residing outside of the U.S. We also offer insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that opinions and comments on our social media platforms are those of third parties and do not necessarily reflect our views. Kindly review the terms and conditions of any third-party websites you may visit through our links.

Cove Capital Management is a leading financial institution located at 4 Bridle Court in Oyster Bay, New York. With a strong track record of success, Cove Capital Management offers expert investment management services to clients in the United States and beyond. Their team of experienced professionals provides personalized financial solutions tailored to meet the unique needs and goals of each individual client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Cove Capital Management is dedicated to helping you achieve your financial objectives. Contact them today to learn more about how they can help you secure a brighter financial future.

MG Tax Inc. is a reputable finance institution located at 382 South Oyster Bay Road in Hicksville, New York. Specializing in tax services, MG Tax Inc. offers expert financial advice and assistance to individuals and businesses in the United States. With a team of experienced professionals, clients can trust MG Tax Inc. to provide top-notch services and help navigate the complexities of tax laws. Whether you need help with tax preparation, planning, or audits, MG Tax Inc. is dedicated to helping you achieve financial success.

Linda Held, Attorney At Law is a well-respected legal institution located at 801 Remsens Lane in Oyster Bay, New York. Specializing in accounting, finance, and legal services, Attorney Linda Held provides expert guidance and representation for a wide range of legal matters. With a strong track record of success and a commitment to providing personalized attention to each client, Linda Held, Attorney At Law is dedicated to helping individuals and businesses navigate the complexities of the legal system with confidence and peace of mind.

CJB & Associates, Inc. is a reputable financial consulting firm located at 329 South Oyster Bay Road in Plainview, New York. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our commitment to excellence and personalized approach sets us apart from other firms. Whether you need assistance with tax planning, investment strategies, or retirement planning, our knowledgeable team is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how CJB & Associates, Inc. can make a difference in your financial future.

Bookkeeper Unlimited is an accounting and finance institution located at 65 Shutter Lane, Oyster Bay, New York, United States. Our services include Financials, Analytics, and Reporting to show you where your business is and where it's going. We offer 100% USA based support with weekly or monthly reconciliations and 24/7 dedicated support. Our full-service booking firm seamlessly integrates into your company, providing Profit & Loss and Balance sheet reporting. We also offer detailed analytics on cash flow and cash burn rates, and can create custom reporting to help your business grow. We work with major software like Quickbooks, Xero, and Gusto, with a quick and easy transition process to get you up and running fast.

Welcome to Christopher Tompkins - Attorney At Law Located at 225 Broadway, Suite 700, in the heart of Manhattan, New York, the Law Office of Christopher Tompkins specializes in legal name change services for both adults and minors. With over 18 years of dedicated experience in New York State law, Mr. Tompkins is committed to providing thorough and compassionate legal assistance for those seeking a name change for personal, religious, family-related, or professional reasons.

Welcome to Barry K. Honigman, Attorney at Law, your trusted partner in business and life planning. Located at 225 Old Country Road, Melville, New York, our professional NY law firm has been dedicated to assisting clients with comprehensive succession and estate planning for over 40 years. Led by Barry K. Honigman, a seasoned attorney and Certified Public Accountant, we provide peace of mind by expertly organizing your affairs and resolving legal issues with precision and care. Our boutique-style firm offers the personalized attention of a small practice while delivering the extensive resources typically found in larger firms. We cater to a diverse clientele, from corporate principals and small business owners to individuals focused on family security. Mr. Honigman is renowned for his responsiveness and tailored approach, ensuring each client's unique needs are met with clear advice and detailed legal strategies.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 80 Orville Drive, Bohemia, New York 11716, the Law Office of Ronald D. Weiss, P.C. is dedicated to providing comprehensive financial legal services to individuals and businesses in the greater Long Island and New York area. With over three decades of experience, our firm specializes in a wide range of financial legal matters including bankruptcy, foreclosure defense, and debt negotiation.

Welcome to the Law Office of Ronald D. Weiss, P.C. Located at 33 Flying Point Road, Southampton, New York, the Law Office of Ronald D. Weiss, P.C. is your trusted partner for navigating financial challenges and legal complexities. With over 30 years of experience, Ronald D. Weiss and his team specialize in bankruptcy law, foreclosure defense, mortgage modifications, and debt negotiation, providing invaluable legal solutions to individuals and businesses across Long Island and New York.