TOP 30 Trust and estate planning in Rye, New York

36 results found

Welcome to the Linda Filby Team at Compass Real Estate, located at 140 Larchmont Avenue, Larchmont, New York. As a premier real estate agency, we are proud to be recognized as the #1 Small Team in both Larchmont and Westchester by Real Trends for 2022 and 2023. Led by Westchester's top producer, Linda Filby, our team has achieved over half a billion dollars in career sales, ranking within the top 1% of Westchester agents and the top 1.5% nationwide. Affiliated with Compass, the #1 brokerage in the U.S., Linda Filby brings unmatched expertise, dedication, and integrity to every transaction. Known for her calm advocacy and tenacious deal-making, Linda and her team are committed to providing exceptional client service and elite market knowledge. Our clients commend us for making the buying and selling process seamless and stress-free, ensuring their real estate goals are in the best hands.

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.

Strategies for Wealth is a leading finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their individual needs. Whether you're planning for retirement, saving for a major purchase, or looking to grow your wealth, our experts are here to provide guidance and support every step of the way. With a focus on long-term success and a commitment to excellence, Strategies for Wealth is the trusted partner you need to secure your financial future.

Nardi & Muratore with Kingswood Wealth Advisors is a leading finance institution located at 800 Westchester Avenue in Rye Brook, New York. Specializing in wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, we provide tailored solutions to meet the unique needs of each individual or business. Trust Nardi & Muratore with Kingswood Wealth Advisors to guide you towards financial success and peace of mind.

John Goodnough is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. John holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, estate planning, and fiduciary practices. He is dedicated to providing personalized financial advice tailored to the individual needs of his clients, whether they are retirees, small business owners, high net worth clients, or those planning for retirement. With a commitment to ethical standards and ongoing education, John Goodnough is a trusted partner in helping clients achieve their financial goals.

Michael Paulmeno is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on finance, Michael provides expert advice and guidance to clients seeking to secure their financial future. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to ensure transparency and trust with clients. Michael Paulmeno is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution provides consultations on financial planning concepts, with a focus on understanding each client's unique needs and goals. While Ameriprise Financial cannot guarantee future financial results, the institution strives to empower clients to make informed decisions. By referring friends and family to Michael Paulmeno, clients can help their loved ones achieve their financial goals. Privacy and security are a top priority at Ameriprise Financial, with strict adherence to website rules and regulations. Clients can rest assured that their information is protected through the institution's Online Security Guarantee. Feel free to reach out to Michael Paulmeno for a personalized consultation to discuss your financial needs.

Joseph Domato is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With years of experience in the finance industry, Joseph provides personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Joseph Domato can help guide you towards a more secure financial future. Contact him today to schedule a consultation and take the first step towards financial success.

Paul D Santucci - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a leading financial institution located at 800 Westchester Avenue, Rye Brook, New York, United States. Specializing in private wealth management, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Trust in Paul D Santucci and Ameriprise Financial Services, LLC, for all your wealth management needs.

Stacey Jacobson, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 800 Westchester Avenue in Rye Brook, New York, Stacey provides personalized financial planning services to individuals and families. With a focus on wealth management, retirement planning, and investment strategies, Stacey strives to empower her clients to make informed decisions about their finances. Trust Stacey Jacobson to guide you towards a secure financial future.

Robert Coffey is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With years of experience in the finance industry, Robert is dedicated to helping his clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Robert Coffey can provide personalized guidance and expert advice to help you make informed decisions. Contact Robert Coffey today to schedule a consultation and take the first step towards financial security.

Rick Bloom, CLU, CFP is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. Specializing in financial planning and insurance services, Rick Bloom, a Certified Life Underwriter and Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to excellence and a personalized approach, Rick Bloom, CLU, CFP is a trusted partner for individuals and businesses seeking financial stability and success.

Daniel Ahearn is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With a focus on helping clients achieve their financial goals, Daniel provides personalized financial planning and investment advice to individuals and families. With a strong background in finance and a commitment to delivering exceptional service, Daniel Ahearn is a trusted partner in helping clients navigate the complexities of the financial world. Contact Daniel Ahearn at Ameriprise Financial Services, LLC for expert guidance on your financial journey.

Michael Carter - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. As a trusted financial advisor, Michael Carter provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can feel confident in their financial decisions when working with Michael Carter and Ameriprise Financial Services, LLC.

Christina Tikkanen is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With years of experience in the finance industry, Christina helps clients navigate their financial goals and create personalized strategies for financial success. Whether you are planning for retirement, saving for college, or looking to invest, Christina is dedicated to providing expert guidance and support every step of the way. Contact Christina Tikkanen at Ameriprise Financial Services, LLC for all your financial planning needs.

Santucci & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced financial advisors, they offer comprehensive financial planning and investment services to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Santucci & Associates can provide personalized solutions tailored to your specific needs. Trust in their expertise and dedication to help secure your financial future.

Betsy L Billard is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With a focus on providing personalized financial planning and investment strategies, Betsy helps her clients achieve their financial goals and secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Betsy L Billard is a trusted financial advisor in the Rye Brook area.

Caputo & Associates CPAS is an accounting and finance institution located at 538 Westchester Avenue in Rye Brook, New York, United States. We are committed to providing timely, responsive, professional, and quality services to our clients at reasonable fees. Our personalized approach to client service has fueled our growth through client referrals. Our team of experts offers close, personal, and professional attention to each client, ensuring high standards of service and specialized expertise. Clients rely on us for competent advice, fast and accurate personnel, and total financial services for individuals, businesses, trusts, estates, and other entities. As a trusted advisor, our goal is to provide insightful advice to help clients make informed financial decisions. Caputo & Associates is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, and has passed our peer review process. Contact us at (914) 937-0880 or visit us at our office in Rye Brook.

Frontera Law Firm is a minority-owned institution located in Rye, New York, United States. Our team consists of experienced employment and former government attorneys who specialize in immigration, employment, INTERPOL, and transborder federal criminal matters. We have successfully represented clients worldwide in various high-stakes cases, including FCPA investigations, asylum and deportation proceedings, visa matters, and discrimination cases within the tristate area. At Frontera Law, we provide hands-on quality legal representation and do not delegate your case solely to paralegals or junior attorneys. With a combined 100 years of legal and litigation experience, our team can quickly analyze your situation and offer options based on successful strategies from the past. We have a strong focus on immigration law, handling both basic petitions and complex cases that implicate U.S. foreign policy. Additionally, we have expertise in international criminal matters, employment cases, and negotiations for pre-trial settlements.

The Law Offices of Frank Gadaleta is a reputable legal institution located at 31 Purchase Street in Rye, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Frank Gadaleta and his team are dedicated to providing top-notch legal representation to clients in need. With years of experience and a proven track record of success, the Law Offices of Frank Gadaleta is committed to fighting for the rights and best interests of their clients. If you are in need of legal assistance, do not hesitate to contact the Law Offices of Frank Gadaleta for a consultation.

Littman Krooks LLP is a prestigious law firm located at 800 Westchester Avenue in Rye Brook, New York. Specializing in various areas of law, including estate planning, special needs planning, elder law, and corporate law, the firm is dedicated to providing top-notch legal services to its clients. With a team of experienced and knowledgeable attorneys, Littman Krooks LLP is committed to helping individuals and businesses navigate complex legal issues with professionalism and expertise. Contact them today for all your legal needs.

Amoruso & Amoruso, LLP is a renowned law firm located at 800 Westchester Avenue, Rye Brook, New York, United States. Specializing in estate planning and elder law matters, our team of experienced attorneys, including Michael Amoruso and Sreelekha Chakrabarty Amoruso, work diligently to create customized, holistic plans that protect your legacy and age with you. We go beyond traditional wills and trusts to consider your life goals, financial objectives, long-term care needs, and tax goals. Our comprehensive estate plans also address asset distribution and family dynamics to ensure your loved ones are well-provided for now and in the future. At Amoruso & Amoruso, LLP, we believe in building long-term relationships with our clients to ensure their estate plans evolve with their changing circumstances. Our attorneys stay up-to-date on the latest developments in elder law and estate planning to provide you with solutions tailored to your individual needs. With our commitment to excellence and compassion, we have helped thousands of clients in New York and Connecticut secure their futures and achieve peace of mind.

Carl J. Nelson Law, P.C. is a prestigious law firm located at 800 Westchester Avenue in Rye Brook, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, the experienced team at Carl J. Nelson Law, P.C. is dedicated to providing top-notch legal representation and personalized service to their clients. With a commitment to excellence and a track record of success, this firm is a trusted ally in navigating the complexities of the legal system. Contact Carl J. Nelson Law, P.C. for expert legal guidance and advocacy.

Zeidel & Associates P.C. is a prestigious law firm located at 800 Westchester Avenue in Rye Brook, New York. With a team of highly experienced attorneys, Zeidel & Associates P.C. offers a wide range of legal services to individuals and businesses alike. From real estate transactions to estate planning, their dedicated team provides top-notch legal representation and personalized attention to each client. With a commitment to excellence and a track record of success, Zeidel & Associates P.C. is a trusted partner for all your legal needs.

The Law Offices of Charles J. Favata, PLLC is a reputable legal firm located at 800 Westchester Avenue in Rye Brook, New York. With years of experience and a strong track record of success, our team of dedicated attorneys is committed to providing high-quality legal services in various areas of law. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our firm is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Shusterhoff Law Firm, P.C. is a reputable legal institution located at 411 Theodore Fremd Avenue in Rye, New York, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in need of expert counsel and representation. Specializing in various areas of law, including but not limited to, family law, real estate law, estate planning, and business law, The Shusterhoff Law Firm, P.C. is dedicated to delivering personalized solutions tailored to meet the unique needs of each client. With a commitment to professionalism, integrity, and excellence, clients can trust in the expertise and dedication of the attorneys at The Shusterhoff Law Firm, P.C.

Hallahan Mc Guinness & Lorys is a top-rated insurance agency located at 553 Westchester Avenue in Rye Brook, New York. With a team of experienced professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, they have you covered. Their commitment to exceptional customer service and personalized insurance solutions sets them apart from the competition. Visit Hallahan Mc Guinness & Lorys today for all your insurance needs.

CounselPro Lending, LLC is a trusted lender in the commercial finance industry, located at 800 Westchester Avenue in Rye Brook, New York, United States. We offer custom tailored solutions for your working capital needs, with financing programs ranging from $10,000 to over $100,000,000. As a private lender and advisory firm, we understand our client's needs and provide the right solutions for their business. Our commercial real estate financing options include owner-occupied properties up to 130% LTV, competitive rates and terms, and recourse and non-recourse products. We offer a wide range of commercial financing programs to help businesses of all sizes thrive, with specialized financing options to meet operating needs or facilitate transactions.

Hickman Kathryn A is a health institution located at 464 Forest Avenue in Rye, New York, United States. This institution provides high-quality healthcare services to individuals in the community. With a team of experienced and compassionate healthcare professionals, Hickman Kathryn A offers a wide range of medical services to meet the needs of patients. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Hickman Kathryn A is committed to providing personalized and comprehensive healthcare to all individuals. Visit Hickman Kathryn A today for all your healthcare needs.

Tyre & DeThomas, P.C. is a reputable law firm located at 150 Purchase Street in Rye, New York. Our team of experienced attorneys specialize in various areas of law, including personal injury, real estate, estate planning, and business law. We are dedicated to providing top-notch legal services to our clients, ensuring their rights are protected and their best interests are always represented. With a commitment to excellence and a track record of success, Tyre & DeThomas, P.C. is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Salvatore M. Di Costanzo is a reputable law firm located at 350 Theodore Fremd Avenue in Rye, New York. With a team of experienced and dedicated lawyers, this institution offers a wide range of legal services to clients in the United States. Specializing in various areas of law, Salvatore M. Di Costanzo provides expert advice and representation to individuals and businesses alike. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, you can trust the professionals at Salvatore M. Di Costanzo to provide you with top-notch legal services. Contact them today to schedule a consultation and see how they can help you with your legal needs.