TOP 30 Trust and estate planning in Beacon, New York

11 results found

Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

The Law Office of Dennis R. Vetrano, Jr., LLC is a reputable law firm located at 492 Main Street in Beacon, New York. Specializing in various legal areas, including family law, estate planning, and real estate law, the firm is led by experienced attorney Dennis R. Vetrano, Jr. With a strong commitment to providing personalized and effective legal representation, clients can trust in the expertise and dedication of the team at this esteemed law office. Whether you are facing a complex legal issue or need guidance on a legal matter, the Law Office of Dennis R. Vetrano, Jr., LLC is here to help.

Lyons & Supple is a well-established law firm located at 5 Cliff Street in Beacon, New York. With a team of experienced lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, Lyons & Supple is dedicated to providing top-notch legal representation and guidance to individuals and businesses alike. Whether you are in need of assistance with a personal injury case, real estate transaction, or estate planning, you can trust Lyons & Supple to handle your legal matters with professionalism and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Kim Dingee - Ameriprise Financial Services, Inc. is a reputable financial institution located at 436 Main Street in Beacon, New York, United States. Specializing in financial planning and investment services, they offer personalized solutions to help individuals achieve their financial goals. As an ATM location, clients can conveniently access their funds and manage their finances with ease. With a commitment to providing exceptional customer service and expert financial advice, Kim Dingee - Ameriprise Financial Services, Inc. is a trusted partner in helping clients secure their financial future.

Peak Financial Group LLC is a leading finance institution located at 340 Main Street in the vibrant city of Beacon, New York, United States. As a trusted financial partner, we provide a wide range of services including investment management, retirement planning, wealth preservation, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Peak Financial Group LLC can help you reach new heights in your financial journey.

Jonathan S. Berck, LLC is a reputable law firm located at 16 Church Street in Beacon, New York. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. With a commitment to excellence and a focus on achieving the best possible outcomes for our clients, Jonathan S. Berck, LLC is a trusted name in the legal community. Contact us today for a consultation and let us help you with your legal needs.

Welcome to Robert Kouffman & Associates Located in the heart of Bridgehampton at 2411 Main Street, Robert Kouffman & Associates stands as a beacon of legal excellence and personalized service. Our firm is dedicated to providing top-tier legal representation to individuals and businesses throughout New York. With a strong commitment to integrity, professionalism, and client satisfaction, we strive to deliver practical and effective solutions tailored to meet your unique needs.

Welcome to The Law Office of William G. Goode, P.C. Located at 36 Good Ground Road, Hampton Bays, New York, The Law Office of William G. Goode, P.C. stands as a beacon of trust and expertise in the field of Elder Law, Estate Planning, and Probate Litigation. Our practice has grown primarily through the heartfelt recommendations of satisfied clients and the esteemed referrals from our colleagues in the legal profession. We are honored by the confidence placed in us, allowing us to become one of New York’s most successful law firms in our specialized areas.

Welcome to Coldwell Banker Village Green Realty, your trusted partner in Upstate New York Real Estate and Catskills Real Estate. Located at 5383 South Main Street, Windham, New York 12496, our real estate agency has built an unparalleled reputation in the Hudson Valley and Catskills regions, thanks to thousands of satisfied home buyers and sellers. Our dedicated team of real estate agents knows the mountains, country roads, and unique terrain of the Hudson Valley and Catskills like no one else. With eight strategic locations throughout these regions, our local experts are perfectly positioned to help you find the home of your dreams, whether you're looking for a cozy cottage in town, a riverside retreat, or a secluded mountain escape.

Welcome to Cooperstown Property, your trusted general contractor located at 15 Delaware Street, Cooperstown, New York. We are proud to present a unique opportunity to own a stunning 13.25-acre parcel in the highly sought-after Pierstown area of Otsego County, Central New York. This approved and surveyed building lot is ideal for constructing your dream solar home, surrounded by upscale residences and breathtaking natural beauty. Located at 116 Sunset Ridge Road, this property offers 1,800 feet of road frontage and is part of a prestigious subdivision. It provides the perfect setting for an active or passive solar home, with up to 1GB of fiber-optic high-speed internet available, ensuring you stay connected while enjoying serene country living. Just a short 10-minute drive from the Village of Cooperstown, you'll find yourself close to a wealth of cultural and recreational attractions, including the National Baseball Hall of Fame and Museum, Otsego Lake, and the Fenimore Art Museum.