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

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Premier Financial Management is a leading finance institution located at 21 Congress Street in Saratoga Springs, New York, United States. Our team of experienced financial advisors are dedicated to providing top-notch financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Premier Financial Management is here to help. Trust us to provide personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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.

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.

VHR Worldwide is a renowned real estate and travel agency located at 245 Washington Street in Saratoga Springs, New York, United States. With over 40 years of experience, VHR Worldwide offers a vast collection of hand-selected Estates, Villas, Castles, Chateaux, Private Islands, Apartments, and Condominiums for short-term vacation, event, or business rental in The Bahamas, Caribbean, Central America, Europe, Mexico, and the U.S.A. As pioneers in the villa rental concept since 1982, VHR Worldwide is dedicated to providing exceptional service and personalized recommendations to ensure that clients have a memorable experience. The institution works directly with property owners and managers to offer competitive rates and quick responses to any inquiries or special requests.

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.