Succession plans in Saratoga Springs, New York

Saratoga Wealth Advisors is a leading financial institution located at 358 Broadway in Saratoga Springs, New York, United States. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a commitment to excellence and a focus on building long-term relationships with our clients, Saratoga Wealth Advisors is your trusted partner in financial success. Contact us today to schedule a consultation and start planning for a secure financial future.

Saratoga Business Advisors LLC is a reputable accounting and finance institution located at 18 Division Street in Saratoga Springs, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help businesses manage their finances effectively. From tax preparation to financial planning, Saratoga Business Advisors LLC is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trustworthy and reliable, they are committed to helping businesses thrive and succeed in today's competitive market.

Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.

CBH Business Services, located in Glens Falls, New York, offers a wide range of accounting and finance services to individuals and businesses in the Greater Glens Falls Area and Southern Vermont. With expertise in income tax preparation, bookkeeping, and financial reporting, CBH Business Services is dedicated to helping clients successfully manage their finances. Using Quickbooks and Peachtree software, their skilled associates provide customized services tailored to each client's specific needs. In addition to tax return preparation, CBH Business Services also offers IRS representation and guidance on tax law changes. Clients can expect quality service at a competitive cost, whether on site or off site, for training and implementation of accounting software. Testimonials from satisfied clients speak to the professionalism and reliability of CBH Business Services. With offices in Glens Falls, NY and West Pawlet, VT, CBH Business Services serves the Upstate New York area and Southern Vermont, including Glens Falls, Saratoga Springs, Queensbury, and Warren, Saratoga, and Washington Counties.

Bouchey Financial Group, Ltd. is a finance institution located at 340 Broadway, Saratoga Springs, New York, United States. At Bouchey Financial, we strive to simplify investing and financial planning to empower our clients to make confident decisions. Our team members come from diverse backgrounds, allowing us to create a client-centric organization focused on our clients' financial success. We adhere to the highest ethical standards set by the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards. Since 1995, Bouchey Financial Group has been providing personalized wealth management services as an SEC Registered Investment Advisor. With nearly $1 billion in assets under management, we offer transparent and conflict-free financial solutions for individuals, families, and businesses. Our commitment to always putting our clients' interests first is unwavering.

Coseo Peter L is a reputable law firm located at 16 Lake Avenue in Saratoga Springs, New York. Specializing in various areas of law, the team of experienced attorneys at Coseo Peter L are dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of successful cases, Coseo Peter L is a trusted institution in the legal community. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, you can rely on the knowledgeable and skilled lawyers at Coseo Peter L to guide you through the legal process with expertise and professionalism.

Bucknam & Conley CPAs is a trusted CPA firm located at 18 Division Street in Saratoga Springs, New York. Specializing in tax planning and business advisory services, they are an independent member of BDO Alliance USA, providing expertise across various practice areas and industry sectors nationwide. With a cloud-based approach, Bucknam & Conley CPAs focus on serving domestic companies and their owners with the latest technology and resources. Clients have praised the firm for their dedication, insight, and proactive approach to staying current with changing regulations.

The SUNY Empire State College Administrative Offices, located at 2 Union Avenue in Saratoga Springs, New York, serve as the central hub for the operations and management of the institution. As a school and university within the State University of New York system, this administrative office oversees various academic and administrative functions, including admissions, student services, financial aid, and faculty support. The dedicated staff at the SUNY Empire State College Administrative Offices work tirelessly to ensure the smooth operation of the institution and support the success of its students, faculty, and staff.

Red Wolf Inc is a trendy clothing store located at 15 Spring Street in Saratoga Springs, New York. Our store offers a wide selection of stylish and affordable clothing for men and women. Whether you're looking for casual everyday wear or something more formal for a special occasion, Red Wolf Inc has you covered. Our friendly staff is always ready to help you find the perfect outfit that suits your style and budget. Come visit us today and discover the latest fashion trends at Red Wolf Inc.

Meyers & Meyers, LLP is a prestigious law firm located at 60 Railroad Place in Saratoga Springs, New York. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in various practice areas. From personal injury cases to estate planning, Meyers & Meyers, LLP has a reputation for excellence and a track record of success. Their commitment to client satisfaction and their expertise in the legal field make them a trusted choice for individuals seeking legal representation in the United States.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.

College & Company LLC is a premier college admissions consulting firm located at 125 Lake Avenue in Saratoga Springs, New York. Our team of experienced consultants is dedicated to helping students navigate the complex the stressful college application process. Our personalized approach to admissions consulting ensures that each student receives individualized attention and guidance tailored to their unique interests, goals, and strengths. From selecting the right colleges to crafting compelling applications, we are committed to helping students achieve their academic and career aspirations.

Lee Investment Management LLC is a finance institution located at 63 Putnam Street in Saratoga Springs, New York, United States. Specializing in investment management, our team of experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. With a focus on strategic planning and risk management, we strive to maximize returns while minimizing risks for our clients. Contact us today to learn more about how Lee Investment Management LLC can help you secure your financial future.

Merrill Lynch Financial Advisor D Lee Miller is a reputable finance institution located at 18 Division Street in Saratoga Springs, New York, United States. With a focus on providing expert financial advice and services, D Lee Miller and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor D Lee Miller is dedicated to helping you navigate the complexities of the financial world with confidence and success.

The Anderson Financial Group is a reputable finance and insurance agency located at 3257 U.S. 9 in Saratoga Springs, New York. With a focus on providing top-notch financial services and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Anderson Financial Group is here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and start securing your financial future.

Williams Financial, LLC is a reputable finance institution located at 28 Clinton Street in Saratoga Springs, New York, United States. With a team of experienced financial experts, they offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Their personalized approach to financial planning ensures that each client receives tailored solutions to meet their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Williams Financial, LLC is committed to helping you achieve financial success.

Merrill Lynch Financial Advisor Joseph Vidarte, located at 18 Division Street, Saratoga Springs, New York, United States, offers personalized financial planning services to individuals, families, and businesses. With a focus on understanding your specific financial situation and goals, Joseph Vidarte works with you to develop a customized wealth management plan centered on your priorities. By leveraging the resources of Bank of America and Merrill Lynch Wealth Management, Joseph and his team offer insights, ideas, and personalized service to help you pursue your financial goals at every stage of life. Whether you are looking to grow, preserve, or transfer wealth, the team is committed to exceeding your expectations through proactive communication and attention to detail. With access to the investment insights of Merrill and the banking convenience of Bank of America, Joseph Vidarte and his team can help you navigate the complexities of the financial landscape and work towards achieving your goals. Contact them today to begin building your personalized financial strategy.

The Okby Group - Morgan Stanley is a leading financial institution located at 340 Broadway in Saratoga Springs, New York, United States. Specializing in finance, they provide a wide range of services including wealth management, investment banking, and financial advisory. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, The Okby Group - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.

Reinhart & Associates, LLC is a boutique CPA firm located in Saratoga Springs, New York, offering a full-service approach to accounting and finance. Our scalable and flexible services are tailored to businesses of all sizes, providing bundled services for success. From bookkeeping to financial strategies, our team of dedicated professionals acts as your CFO, controller, tax director, and staff accountant all at the same time. We prioritize long-term partnerships with our clients, offering personalized service packages to meet your current and future business needs. Contact us to learn more about how we can help navigate your successful future.

Rosemary T Hoag Attorney is a reputable law firm located in Saratoga Springs, New York, United States. Specializing in various areas of law, including criminal defense, family law, and estate planning, Rosemary T Hoag Attorney provides top-notch legal services to clients in the Saratoga Springs area. With years of experience and a track record of success, the team at Rosemary T Hoag Attorney is dedicated to providing personalized and effective legal representation to each and every client. Trustworthy, knowledgeable, and professional, Rosemary T Hoag Attorney is the go-to law firm for all your legal needs.