TOP 30 Trusts and estates management in New York, New York

2217 results found

Steed Real Estate: Call Anytime is a reputable real estate agency located at 14 Main Street in Millerton, New York, United States. Our dedicated team of experienced agents is available to assist you with all of your real estate needs, whether you're looking to buy, sell, or rent a property. We pride ourselves on providing top-notch customer service and personalized attention to every client. Contact us anytime for expert advice and guidance in the competitive real estate market.

George T. Whalen Real Estate is a trusted real estate agency located at 3269 Franklin Avenue in Millbrook, New York. With four generations of experience serving Dutchess and Southern Columbia counties, our team of professionals offers unparalleled expertise in buying and selling properties in the area. Our agency has been a staple in the community since 1925, providing personalized service and guidance to our clients. Discover the charm of our picturesque villages, each with its own unique character and beauty. From sweeping river shorelines to lush meadows and woodlands, our region has attracted homebuyers from around the world seeking their perfect property.

Shorecrest Property Management is a premier real estate agency located at 54305 County Road 48 in Southold, New York. Our dedicated team of professionals specializes in managing properties for both residents and vacationers in the beautiful region of the North Fork. Whether you are looking to buy, sell, or rent a property, our experienced agents are here to help you every step of the way. With a commitment to exceptional service and attention to detail, Shorecrest Property Management is your trusted partner in all of your real estate needs.

Carminucci Wealth Management and Financial Services is a premier finance institution located at 4 West Cross Street in Croton Falls, New York, United States. Specializing in providing comprehensive wealth management and financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. From investment planning to retirement strategies, we offer personalized solutions tailored to meet the unique needs of each individual client. Trust Carminucci Wealth Management and Financial Services to guide you towards financial success and peace of mind.

Copper Beech Wealth Management Group of Raymond James is a reputable finance institution located at 341 U.S. 202 in New York, United States. Specializing in wealth management services, their team of experienced financial advisors provide personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Copper Beech Wealth Management Group is dedicated to helping individuals and families navigate the complexities of the financial markets and secure their financial future.

Hollow Brook Wealth Management LLC is a leading financial institution located at 152 Bedford Road in Katonah, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual and family. Trust in Hollow Brook Wealth Management LLC to guide you towards a secure financial future.

Hudson Financial is a subdivision of Pioneer Wealth Management, located at 1 Hudson City Ctr in Hudson, New York, United States. As a finance institution, Hudson Financial offers a wide range of financial services and expertise to help clients achieve their financial goals. With a team of experienced professionals, Hudson Financial provides personalized financial planning, investment management, and wealth preservation strategies tailored to each client's unique needs. Trusted by individuals, families, and businesses, Hudson Financial is committed to delivering exceptional service and building long-lasting relationships with their clients.

CMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.

Martone Capital Management is a leading finance institution located at 50 Main Street in White Plains, New York. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a strong track record of success, we offer a range of investment strategies tailored to meet the unique needs of each individual client. Trust Martone Capital Management to provide expert guidance and support as you navigate the complexities of the financial markets.

Hudson River Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 709 Westchester Avenue in White Plains, New York. Specializing in wealth management, our experienced team of financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert advice, Hudson River Wealth Management offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Trust in our team to provide you with the guidance and support needed to navigate the complexities of the financial world. Visit us today to learn more about how we can help you achieve financial success.

Stonebrook Wealth Management, located at 3010 Westchester Avenue in Harrison, New York, provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. As an independent wealth management firm utilizing LPL Financial as its custodian, Stonebrook offers personalized advice and guidance tailored to each client's specific needs. With offices in New York and South Florida, the team at Stonebrook is dedicated to helping clients build a strong retirement income stream and achieve financial independence. With access to a wide array of products and services, Stonebrook strives to simplify its clients' financial lives and provide them with confidence on their journey to financial security. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, with representatives available to assist residents in New York, New Jersey, Connecticut, Florida, Rhode Island, Illinois, North Carolina, and Hawaii.

The Levy Wealth Management Group at Morgan Stanley is a prestigious financial institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a reputation for excellence in financial management, our team of experts provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our experienced advisors are dedicated to helping you navigate the complexities of the financial world. Trust the Levy Wealth Management Group at Morgan Stanley to provide you with the guidance and support you need to secure your financial future.

Landmark Wealth Management, LLC. is a finance institution located at 95 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our knowledgeable professionals are here to guide you every step of the way. Trust Landmark Wealth Management, LLC. to help you secure your financial future.

Girard Wealth Management Group of Raymond James, located at 376 Mark Tree Road in Setauket- East Setauket, New York, offers sophisticated wealth management services tailored to meet your individual needs. With a focus on delivering value to clients, our team of experts is dedicated to helping you achieve your financial goals. As a part of the Raymond James network, we have access to a wide range of resources and tools to help you make the most of every investment opportunity. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the United States. Girard Wealth Management Group is committed to providing personalized investment advisory services to help you navigate the complexities of the financial world.

The Bank of Millbrook Trust Department, located at 44 Front Street in Millbrook, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. Our team of Trust and Investment Professionals, led by Senior Vice President and Trust Officer Meredith Marsh Tiedemann, CPWA®, is dedicated to providing personalized wealth management strategies for high-net-worth clients. With over 30 years of experience, Mrs. Tiedemann holds the prestigious Certified Private Wealth Advisor® designation and is committed to ensuring the success of your trust. Vice President and Trust Officer Eliot C.L. Clarke, a Millbrook native, brings a deep understanding of the community and a background in real estate and finance to our team. Todd, who recently joined the team, has years of industry experience and manages the daily operations of the department with expertise in client distribution, income payments, and securities trading. Trust Administrator Alison, also a Millbrook native, supports the Trust Officers in various administrative tasks to ensure the smooth operation of the department.

Dillon Frame - TIAA Wealth Management Advisor is a finance institution located at 4 Westchester Park Drive in White Plains, New York, United States. As a trusted advisor, Dillon Frame offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert guidance and tailored investment strategies, Dillon Frame is dedicated to helping individuals and families build and preserve their wealth for the future. Whether you are planning for retirement, saving for education, or investing for the long term, Dillon Frame - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Jeffrey Querido - TIAA Wealth Management Advisor is a financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted advisor, Jeffrey Querido provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Jeffrey Querido offers expert advice on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Jeffrey Querido - TIAA Wealth Management Advisor is dedicated to providing top-notch financial guidance and support.

WhiteTree Investment Management, LLC is a reputable finance institution located at 295 Main Street in Mount Kisco, New York, United States. Specializing in investment management services, WhiteTree offers expert financial advice and strategies to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, WhiteTree Investment Management, LLC is dedicated to providing personalized solutions tailored to each client's unique needs. Trust WhiteTree to help you navigate the complexities of the financial world and secure your financial future.

Summit Lake Financial Management Group - Ameriprise Financial Services, LLC, located at 100 Summit Lake Drive in Valhalla, New York, is a finance institution dedicated to building strong and trusting relationships with each client. Our team of Financial Advisors works closely with clients to understand their personal and financial goals, offering tailored strategies for retirement planning, wealth accumulation, tax optimization, long-term care, and estate planning. We prioritize client satisfaction and strive to provide exceptional service and advice to help individuals, families, and businesses achieve their financial objectives. Our advisors are registered in specific U.S. states and adhere to strict regulatory guidelines to ensure the best interests of our clients.

McMahon Sable Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers expert wealth management solutions to help clients secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, McMahon Sable Wealth Management Group has a team of experienced professionals ready to assist you. Trust in their expertise and dedication to help you achieve your financial goals.

Christopher Wolt - TD Wealth Relationship Manager is a trusted financial institution located at 250 Boston Post Road in Port Chester, New York. As a relationship manager, Christopher Wolt specializes in providing personalized wealth management services to clients, helping them achieve their financial goals and secure their financial future. With a strong focus on building long-term relationships and delivering exceptional customer service, Christopher Wolt is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Christopher Wolt is committed to providing expert guidance and support every step of the way.

Empire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.

Estates & Trusts Tax CPA is a finance institution located at 117 Hillair Circle in White Plains, New York, United States. Our team of experienced CPAs specializes in providing expert tax services for estates and trusts. Whether you need assistance with tax planning, compliance, or representation, our dedicated professionals are here to help. Trust Estates & Trusts Tax CPA for all your tax needs.

Dering Harbor Real Estate is a prestigious real estate agency located at 182 North Ferry Road in Shelter Island Heights, New York. With a reputation for excellence and a commitment to personalized service, our experienced agents are dedicated to helping clients find their dream homes or investment properties. Whether you are looking to buy, sell, or rent, Dering Harbor Real Estate is your trusted partner in navigating the competitive real estate market. Contact us today to start your journey towards finding the perfect property in the beautiful surroundings of Shelter Island Heights, New York.

Town & Country Real Estate in Greenport is a premier real estate agency located at 120 Front Street in the charming town of Greenport, New York. Our dedicated team of experienced agents are experts in the local real estate market, helping clients buy, sell, and rent properties in this beautiful coastal community. In addition to our real estate services, we also offer travel agency services to assist clients with booking accommodations and activities in the area. Whether you are looking to find your dream home or plan a relaxing getaway, Town & Country Real Estate in Greenport is here to help you every step of the way.

William Raveis Real Estate in Armonk is a top-notch real estate agency located at 387 Main Street in Armonk, New York. Our team of experienced and knowledgeable real estate agents is dedicated to helping clients buy, sell, or rent properties in the Armonk area. We provide personalized service and expert guidance throughout the entire real estate process. Whether you are looking for a new home, investment property, or commercial space, William Raveis Real Estate in Armonk is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.

Tyme Property Management is a real estate company located at 141-07 20th Avenue in New York, United States. We specialize in providing exceptional spaces for our clients and partners. Our property management services are comprehensive and include rent invoicing and collection, expense payment, insurance procurement, tenant requests, repair and maintenance, lease management, emergency repair assistance, accounting statement preparation, furnishing procurement, legal services, property inspections, equipment monitoring, and regulatory compliance. We understand that each property is unique, which is why we offer customizable property management services to meet your specific needs. Our team will work with you to create a personalized management plan that addresses your property's requirements, ensuring that you receive the exact services you need to achieve your goals. Trust Tyme Property Management to exceed your expectations and provide top-notch service for your property.

Shelley Scotto Real Estate Manhasset is a reputable real estate agency located at 1468 Northern Boulevard in Manhasset, New York. With a team of experienced and dedicated real estate agents, they specialize in helping clients buy, sell, and rent properties in the Manhasset area. Whether you are looking for a new home, investment property, or rental, Shelley Scotto Real Estate Manhasset is committed to providing personalized and professional service to meet your real estate needs. Contact them today to learn more about their services and how they can help you with your real estate goals.

Estate Liquidation & Sales of NY is a comprehensive estate buying service located in White Plains, New York. Our experienced team specializes in handling the liquidation of estates, offering a wide range of services including finance, furniture sales, home goods, moving assistance, storage solutions, and more. Whether you are downsizing, relocating, or simply looking to sell off estate items, we are here to help. Visit us at 33 Oakwood Avenue for personalized assistance and top-notch service.

The Law Office of Bonnie Lawston, P.C. is a reputable law firm specializing in probate and estate administration. Located at 1841 New York Avenue in Huntington Station, New York, this firm is dedicated to providing top-notch legal services to clients in need of assistance with estate planning, probate matters, and estate administration. With years of experience and a strong track record of successful cases, attorney Bonnie Lawston and her team are committed to helping clients navigate the complexities of estate law with professionalism and expertise. Whether you are in need of assistance with drafting a will, administering an estate, or resolving disputes among beneficiaries, the Law Office of Bonnie Lawston, P.C. is here to provide knowledgeable guidance and advocacy.