Wealth management attorneys in Albany, New York
19 results found
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Merrill Lynch Financial Advisor Douglas Parks
● ClosedMerrill Lynch Financial Advisor Douglas Parks, located at 69 State Street, Albany, New York, United States, offers personalized financial services to successful individuals looking to pursue their wealth management goals. With a focus on goals-based wealth planning, Douglas leverages the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America to provide tailored financial advice. He works closely with clients' attorneys, accountants, and other advisors to offer comprehensive guidance that complements their overall financial situation and long-term objectives. Additionally, clients may benefit from the expertise of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic banking guidance. Douglas follows a well-defined wealth planning process, assisting clients with pre-retirement financial analysis, transition planning, retirement income planning, estate planning, and insurance strategies. With a commitment to building strong client relationships based on trust and personalized service, Douglas and his team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals.
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Lopez Barbara M
● ClosedLopez Barbara M is a health institution located at 1 Albany Avenue in Nassau, New York, United States. This establishment offers pharmacy services and a variety of health products in their store. With a focus on providing quality care and products to their customers, Lopez Barbara M is a trusted destination for all your health and wellness needs. Visit them today for all your pharmacy and health store needs.
1 Albany Ave, Nassau, NY 12123, United StatesAdvertisements -
Morgan Legal Group P. C.
● Openpeace of mind for your loved ones. Trusts can also help minimize estate taxes and protect assets from creditors or beneficiaries who may not be financially responsible. At Morgan Legal Group, our attorneys have extensive experience in drafting wills and trusts tailored to each client’s specific needs. We work closely with our clients to understand their goals and concerns, ensuring that their estate plan reflects their wishes and provides for their loved ones in the most effective way.
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Herzog Law Firm, P.C.
● ClosedHerzog Law Firm, P.C. is a reputable institution located at 7 Southwoods Boulevard in Albany, New York, United States. Specializing in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law, the firm has been serving the Greater Capital Region, Hudson Valley, and Adirondack Regions since 1946. With a team of experienced professionals, Herzog Law Firm offers individualized and knowledgeable counsel to help clients plan for their future. Services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives. The firm also provides valuable resources on topics such as Aging in Place, Life Estates, and Wills vs Trusts. Whether you already have an estate plan in place or are looking to start the planning process, Herzog Law Firm is here to assist. Schedule a free consultation today by calling 518-465-7581 or visiting their office at Corporate Woods in Albany.
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Herzog Law Firm, P.C.
● ClosedHerzog Law Firm, P.C. is a trusted legal institution located at 855 New York 146 in New York, United States. Serving the Greater Capital Region, Hudson Valley & Adirondack Regions, our experienced team specializes in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law. With a history of providing personalized and knowledgeable counsel since 1946, we have served clients in Albany, Saratoga, and Kingston, NY areas. Our services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives.
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Matthew J. Simone, Esq.
● ClosedMatthew J. Simone, Esq. is a partner at the prestigious law firm of Gerstenzang, Sills, Cohn & Gerstenzang located at 210 Great Oaks Boulevard in Albany, New York. With a Bachelor's Degree in financial management from Binghamton University and a law degree from Albany Law School, Mr. Simone brings a wealth of knowledge and experience to his practice. During his time at Binghamton University, Mr. Simone excelled both academically and athletically, serving as captain of the baseball team in his senior year. He gained valuable experience interning at the Schenectady County Public Defender's Office and the Albany County District Attorney's Office during his time at law school.
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Mazzotta and Vagianelis, P.C.
● ClosedMazzotta and Vagianelis, P.C. is a trusted accounting, finance, and legal institution located at 9 Washington Square in Albany, New York, United States. Our team of professionals is dedicated to providing top-notch services in accounting, finance, and legal matters to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate complex financial and legal issues with confidence and peace of mind. Contact us today to learn more about how we can assist you with your accounting, finance, or legal needs.
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The Law Offices of Judith A. Flory, PLLC
● OpenThe Law Offices of Judith A. Flory, PLLC is a reputable law firm located at 421 New Karner Road in Albany, New York, United States. Specializing in various legal matters, including but not limited to family law, estate planning, and real estate transactions, our experienced team is dedicated to providing personalized and effective legal solutions for our clients. With a commitment to integrity, professionalism, and excellence, we strive to achieve the best possible outcomes for those we represent. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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Long James E
● OpenLong James E is a reputable law firm located in Albany, New York. Specializing in various areas of law, the experienced team at Long James E is dedicated to providing top-notch legal services to their clients. With a focus on professionalism, integrity, and client satisfaction, this institution strives to achieve the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or guidance, Long James E is here to help. Contact them today at 668 Central Avenue to schedule a consultation and see how they can assist you with your legal needs.
668 Central Ave, Albany, NY 12206, United StatesAdvertisements -
Jodi Mansion Esq
● OpenJodi Mansion Esq is a prestigious law firm located at 951 Albany Shaker Road in Latham, New York. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in the United States. Specializing in various areas of law, Jodi Mansion Esq is known for their professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or guidance, you can trust Jodi Mansion Esq to handle your case with care and expertise.
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Bagyi John M
● OpenBagyi John M is a reputable law firm located at 22 Corporate Woods Boulevard in Albany, New York. Specializing in various areas of law, the firm is known for providing expert legal services to clients in need. With a team of experienced and dedicated lawyers, Bagyi John M is committed to delivering top-notch representation and achieving positive outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, you can trust Bagyi John M to provide the guidance and support you need. Contact them today to schedule a consultation and learn more about how they can help you with your legal needs.
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Gabriels Thomas J
● OpenGabriels Thomas J is a reputable law firm located at 11 North Pearl Street in Albany, New York. Specializing in various legal matters, the experienced team at Gabriels Thomas J is dedicated to providing top-notch legal services to clients in need. With a focus on professionalism, integrity, and personalized attention, this institution is known for its commitment to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute, need assistance with estate planning, or require representation in court, Gabriels Thomas J is the trusted choice for legal support in the Albany area.
11 N Pearl St #1506, Albany, NY 12207, United StatesAdvertisements -
George J. Szary
● OpenGeorge J. Szary is a distinguished law firm located at 41 State Street in Albany, New York. Specializing in various areas of law, the institution is known for its expertise and commitment to providing top-notch legal services to its clients. With a team of experienced lawyers, George J. Szary is dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, George J. Szary is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
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Hinckley Allen
● ClosedHinckley Allen is a prestigious law firm located at 30 South Pearl Street in Albany, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in various industries. Their commitment to excellence and dedication to their clients have earned them a strong reputation in the legal community. Whether you are in need of corporate counsel, litigation representation, or estate planning services, Hinckley Allen has the expertise to assist you with your legal needs. Visit their office in Albany to learn more about how they can help you achieve your legal goals.
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Hodgson Russ LLP
● ClosedHodgson Russ LLP is a renowned accounting, finance, and legal institution located in Albany, New York, United States. With a prime location at 677 Broadway, Hodgson Russ LLP offers top-notch services in the fields of accounting, finance, and law. Their team of experienced professionals is dedicated to providing expert advice and guidance to clients, ensuring their financial and legal needs are met with precision and care. Whether you require assistance with tax planning, investment strategies, or legal representation, Hodgson Russ LLP is a trusted partner you can rely on.
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Tucker-Haskins and Associates
● ClosedTucker-Haskins and Associates is a reputable finance institution located at 421 New Karner Road in Albany, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or estate planning, Tucker-Haskins and Associates can help you achieve your financial goals. Their dedication to providing personalized and comprehensive financial solutions sets them apart in the industry. Visit their office in Albany today to learn more about how they can assist you with your financial needs.
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Independent Family Office LLC
● OpenIndependent Family Office LLC is a reputable lawyer institution located at 123 Great Oaks Boulevard in Albany, New York. As a family office, we specialize in providing legal services tailored to the unique needs of individuals and families. Our team of experienced lawyers is dedicated to offering personalized and comprehensive legal solutions to help clients navigate complex legal matters. Whether you require assistance with estate planning, asset protection, or family law issues, Independent Family Office LLC is here to provide expert guidance and support. Trust us to safeguard your family's interests and secure a brighter future.
123 Great Oaks Blvd, Albany, NY 12203, United StatesAdvertisements -
Phillips Lytle LLP: Zarlock Preston L
● OpenWelcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.
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Suffolk Mediation Center
● ClosedWelcome to the Suffolk Mediation Center, your trusted partner in resolving disputes effectively and amicably. Located at 15 Frowein Road, Building A3, Center Moriches, New York, our center is dedicated to providing a supportive environment where parties can express their interests and work towards a customized resolution. Mediation is a time-honored method for conflict resolution, offering a cost-effective and less stressful alternative to court proceedings. Our experienced mediators, including Fred L. Ayler, a New York State certified mediator and community leader, and Gabriele Burner, a skilled litigator with nearly two decades of experience, are here to guide you through the mediation process. Together, they bring a wealth of knowledge and a unique approach to dispute resolution, ensuring that both parties have a neutral ear and a confidential setting to reach an agreement.
15 Frowein Road, Center Moriches, New York 11934, United StatesAdvertisements
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