Wealth management attorneys in New City, New York
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Gregg & Associates P.C.
● OpenGregg & Associates P.C. is a reputable law firm located at 900 South Avenue in New York, United States. Specializing in various legal areas, including corporate law, family law, and real estate law, our team of experienced lawyers is dedicated to providing exceptional legal services to our clients. With a commitment to professionalism, integrity, and client satisfaction, Gregg & Associates P.C. is a trusted choice for individuals and businesses seeking expert legal representation. Contact us today to learn more about how we can assist you with your legal needs.
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The Law Firm of Paul A. Sarcona, PC
● ClosedThe Law Firm of Paul A. Sarcona, PC is a reputable finance and legal institution located at 5926 Amboy Road in New York, United States. With years of experience in the field, the firm specializes in providing expert legal advice and representation to clients in need of financial and legal assistance. Led by Paul A. Sarcona, a skilled and knowledgeable attorney, the firm is dedicated to helping clients navigate complex financial and legal matters with confidence and ease. Whether you are facing a personal injury case, need help with estate planning, or require assistance with business transactions, The Law Firm of Paul A. Sarcona, PC is committed to providing top-notch legal services tailored to meet your specific needs.
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Alatsas Law Firm
● ClosedLocated in New York, United States, Alatsas Law Firm is a trusted institution specializing in estate planning, elder law, and asset protection. Our dedicated team of lawyers is committed to helping you and your family feel secure and prepared for the future. Whether you need assistance with setting up wills and trusts, taking care of older family members, or protecting your hard-earned assets, we are here to provide friendly and clear advice. Our top-rated Brooklyn attorney has written legal guides to help you better understand your case and options. You can download these guides for free to gain valuable insights into your legal matters.
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Ranni Law Firm
● OpenRanni Law Firm is a reputable legal institution located at 148 Main Street in Goshen, New York, United States. With a team of experienced and dedicated attorneys, Ranni Law Firm specializes in various areas of law including personal injury, family law, criminal defense, and estate planning. Clients can expect personalized and professional legal representation to help navigate through their legal matters. The firm is committed to providing top-notch legal services and achieving favorable outcomes for their clients.
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Morgan Legal Group - Estate Planning & Probate
● OpenAt Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.
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Zimmet Law Group P.C.
● ClosedZimmet Law Group P.C. is a prestigious finance and law firm located in the heart of New York City at 477 Madison Avenue. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch representation for our clients. With a focus on financial law, we are committed to delivering personalized solutions and achieving the best possible outcomes for individuals and businesses alike. Trust Zimmet Law Group P.C. to handle your legal needs with professionalism and expertise.
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Dilendorf Law Firm PLLC
● ClosedWelcome to Dilendorf Law Firm, located in New York at 85 Broad Street. Specializing in digital assets, general counsel services, estate planning, and navigating complex business challenges, our firm provides tailored support to high-net-worth individuals, family operations, and businesses. Led by Adam, a leading young whistleblower lawyer with a strong investigative background in complex organizations and transactions, our team also includes Bari Zahn, a seasoned attorney with nearly 20 years of experience in global law firms, and Steve, who brings extensive business and problem-solving expertise to our practice.
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The Tesoriero Law Firm
● ClosedThe Tesoriero Law Firm is a reputable legal institution located in the heart of New York City at 11 Park Place. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are dealing with a personal injury case, criminal defense matter, or need assistance with estate planning, we are here to help. With a strong track record of success, you can trust The Tesoriero Law Firm to advocate for your rights and provide expert legal guidance. Contact us today to schedule a consultation.
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Artisan Law
● ClosedArtisan Law, located at 57 West 57th Street in New York, is a trusted institution offering legal services to help individuals protect their legacy. Whether you need assistance with creating a will, setting up an advance healthcare directive, or managing your intellectual property rights, Artisan Law is here to guide you through the process. With a focus on estate planning, Artisan Law understands the importance of safeguarding your assets and ensuring that your loved ones are taken care of in the event of unforeseen circumstances. Their team of experienced attorneys can provide personalized advice on how to protect and grow your business, navigate legal challenges, and plan for the future.
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Legal Office of Tapia & Tapia, PC
● ClosedThe Legal Office of Tapia & Tapia, PC is a reputable finance and law firm located at 41-04 56th Street in New York, United States. Specializing in a wide range of legal services, including financial law, the skilled attorneys at Tapia & Tapia, PC are dedicated to providing exceptional legal representation and personalized solutions to their clients. With a commitment to excellence and a track record of success, this esteemed institution is known for their professionalism, expertise, and unwavering dedication to achieving the best possible outcomes for their clients. Whether you are in need of legal assistance for financial matters or any other legal issue, the Legal Office of Tapia & Tapia, PC is here to help.
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Lenza Law Firm, PLLC
● ClosedLenza Law Firm, PLLC is a reputable institution located at 303 South Avenue in New York, United States. Specializing in estate planning, elder law, and Medicaid planning, this firm is dedicated to providing top-notch legal advice in Staten Island. With a focus on Elder Law, Probate, Estate Administration, Estate Planning, and Medicaid Asset Protection, Lenza Law Firm, PLLC is committed to helping clients navigate complex legal issues with ease. The team at Lenza Law Firm, PLLC is comprised of experienced attorneys and staff who strive to keep clients informed and prepared throughout the estate planning, administration, and real estate processes. By offering personalized services tailored to individual needs, this firm ensures that every client receives the attention and support they deserve.
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Schwartzman Law Firm, PLLC
● ClosedSchwartzman Law Firm, PLLC is a reputable finance and legal institution located at 1110 South Avenue in New York, United States. Specializing in providing expert legal services in finance-related matters, their team of experienced lawyers is dedicated to helping clients navigate complex legal issues with professionalism and efficiency. With a track record of success and a commitment to client satisfaction, Schwartzman Law Firm, PLLC is a trusted partner for individuals and businesses seeking top-notch legal representation in the finance industry.
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Schwartsman Law Group PLLC
● ClosedSchwartsman Law Group PLLC, located at 2102 Avenue Z in New York, United States, offers comprehensive personal planning services for individuals, families, and businesses, as well as representation for fiduciaries. The firm specializes in estate administration, including probate, post-mortem tax elections, allocations, distributions, and accountings. They provide meticulous assets protection planning to safeguard wealth from potential risks and uncertainties. Estate planning, a crucial step in securing your legacy and providing for your loved ones' future, involves creating a strategy to manage and distribute assets in the event of incapacity or death. The firm also assists with trusts, which are legal entities holding assets for beneficiaries, offering greater control over asset management and distribution.
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Rochelle Inger Law Office PLLC
● ClosedRochelle Inger Law Office PLLC is a reputable legal institution located at 4 Municipal Plaza in Spring Valley, New York. Specializing in various areas of law, including family law, real estate law, and estate planning, our team of experienced attorneys is dedicated to providing personalized and professional legal services to our clients. With a commitment to excellence and a track record of success, Rochelle Inger Law Office PLLC is here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation.
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Anderson Olver
● ClosedAnderson Olver is a prestigious law firm located at 109 Grand Street in Croton-on-Hudson, New York. With a team of highly skilled and experienced lawyers, Anderson Olver is dedicated to providing top-notch legal services to individuals and businesses in the United States. Specializing in a wide range of practice areas, including but not limited to corporate law, real estate law, and estate planning, the firm is committed to delivering personalized and effective solutions to meet the unique needs of each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Anderson Olver is here to help. Trust in their expertise and professionalism to navigate the legal system with confidence and peace of mind.
109 Grand St #2, Croton-On-Hudson, NY 10520, United States -
Law office of Nona Tilley, ESQ
● ClosedThe Law office of Nona Tilley, ESQ is a reputable legal institution located at 7201 13th Avenue in New York, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate law, Nona Tilley and her team provide expert legal counsel and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, the Law office of Nona Tilley, ESQ is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a legal issue or simply need legal advice, you can trust Nona Tilley and her team to guide you through the legal process with skill and compassion.
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Sangreal LLC
● OpenSangreal LLC is a prestigious institution located at 401 Warburton Avenue in Yonkers, New York. With a commitment to excellence and a dedication to providing top-notch services, Sangreal LLC offers a wide range of professional services to meet the needs of its clients. Whether you are looking for financial advice, legal assistance, or business consulting, Sangreal LLC has a team of experts ready to help you achieve your goals. Visit us today and experience the difference that Sangreal LLC can make in your life.
401 Warburton Ave # 1C, Yonkers, NY 10701, United States -
The Mint Capital Inc
● ClosedThe Mint Capital Inc is a leading financial institution located at 24 Gilbert Street Extension in Monroe, New York, United States. We specialize in providing a wide range of financial services including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Mint Capital Inc is the trusted partner for all your financial needs.
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True Eagle Capital
● ClosedTrue Eagle Capital is a reputable finance institution located in the heart of New York City's financial district on Wall Street. Our team of experienced financial experts specialize in providing a wide range of investment and wealth management services to our clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, True Eagle Capital is here to help. Trust us to guide you through the complexities of the financial world and help you achieve your financial goals.
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Phoenix Financial Services
● ClosedPhoenix Financial Services is a premier finance institution located at 100 Wall Street in the heart of New York City. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or managing your finances, our experts are here to provide personalized solutions tailored to your needs. Trust Phoenix Financial Services to guide you towards a secure financial future.
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Merrill Lynch Financial Advisor Eric Raphael
● ClosedMerrill Lynch Financial Advisor Eric Raphael is a finance institution located at 75 Rockefeller Plaza in New York, United States. With a focus on experience, service, and a commitment to clients, Eric Raphael works with a diverse range of clients, from corporate executives to multi-generational families. By consulting with family members, attorneys, accountants, and other trusted advisors, Eric Raphael and his team prioritize goals and develop comprehensive investment plans to support long term success. With access to global investment insights from Merrill Lynch Wealth Management and banking services from Bank of America, clients can benefit from a holistic approach to their financial needs. Personalized plans are created through Merrill Personal Wealth Analysis™, centered on individual goals and aspirations. As a Merrill Lynch Wealth Management Advisor, Eric Raphael takes a personalized approach to financial planning, focusing on the evolving needs and priorities of each client. By building strong relationships and understanding the unique circumstances of each client, Eric Raphael helps individuals and families navigate the complexities of their financial lives. With a commitment to delivering premier service and experienced investment guidance, Eric Raphael aims to help clients achieve their financial goals and address market fluctuations. Whether planning for retirement, buying a home, or funding education, Eric Raphael provides tailored financial strategies to align with personal objectives. Through ongoing communication and regular reviews, Eric Raphael ensures that clients stay on track towards reaching their goals. As a registered financial advisor in multiple states, Eric Raphael offers expertise in investment management and financial planning. With a team of dedicated professionals and access to comprehensive financial solutions, clients can benefit from a tailored approach to wealth management. From investment insights to personalized strategies, Eric Raphael and his team provide the guidance and support needed to help clients live their best financial lives.
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Merrill Lynch Financial Advisor Shivam Jhingen
● ClosedMerrill Lynch Financial Advisor Shivam Jhingen, located at 75 Rockefeller Plaza in New York, offers personalized financial planning and investment strategies. With experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or business sales, Shivam provides access to Bank of America Private Bank trust and estate planning services. By working with outside professionals like attorneys and accountants, he can help coordinate comprehensive financial and legacy plans. At Merrill Lynch Wealth Management, Shivam focuses on building a personalized plan centered around your goals and aspirations. Through the Merrill Personal Wealth Analysis™, he helps clients identify and prioritize what matters most to them, whether it's saving for retirement, funding education, or passing wealth to future generations. By understanding your investment personality and preferences, Shivam customizes financial approaches to align with your values and objectives.
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Merrill Lynch Financial Advisor Mariana Ng Meyerson
● ClosedThe Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.
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Stewardship Financial Planning, Inc
● OpenStewardship Financial Planning, Inc is a reputable finance institution located at 90 North Broadway in Irvington, New York, United States. With a focus on providing personalized financial planning services, Stewardship Financial Planning, Inc is committed to helping individuals and families achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert advice and guidance on investments, retirement planning, estate planning, and more. Trust Stewardship Financial Planning, Inc to be your partner in navigating the complex world of finance and securing a prosperous future.
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Bequestate
● OpenBequestate is a leading finance institution located at 141 Flushing Avenue in New York, United States. Specializing in wealth management and estate planning, Bequestate offers personalized financial solutions to help clients achieve their long-term financial goals. With a team of experienced professionals, Bequestate provides expert advice and guidance to help clients navigate the complexities of financial planning. Whether you are looking to grow your assets, protect your wealth, or plan for the future, Bequestate is dedicated to helping you secure a prosperous financial future.
141 Flushing Ave Building 77, Suite 1233, Brooklyn, NY 11205, United StatesAdvertisements -
Merrill Lynch Financial Advisor Justin Weissman
● OpenMerrill Lynch Financial Advisor Justin Weissman is a distinguished finance institution located at 200 Park Avenue, New York, New York, United States. With a focus on exemplary client service, Justin Weissman and his team have received recognition from prestigious financial industry publications and Bank of America Corporation. They are committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team, comprised of talented individuals, works collaboratively to create informed strategies to help clients achieve their financial goals. Specializing in wealth management, the team provides tailored strategies that extend beyond investments to encompass various aspects of clients' financial lives. From estate planning to credit and lending, the team at Merrill Lynch Financial Advisor Justin Weissman is dedicated to helping clients make informed decisions and achieve long-term financial success. With a focus on personalized attention and a commitment to anticipating and serving the financial needs of multiple generations, the team at Merrill Lynch Financial Advisor Justin Weissman is dedicated to providing exceptional service and guidance to clients for many years to come. Contact them today to start building a personalized financial plan centered around your goals and priorities."
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Diversified financial services
● ClosedDiversified Financial Services is a leading institution specializing in accounting and finance located at 9004 5th Avenue in New York, United States. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of individuals and businesses alike. From tax preparation to investment management, our experts are dedicated to providing top-notch financial solutions tailored to each client's unique goals and objectives. Trust Diversified Financial Services to help you navigate the complexities of the financial world with confidence and ease.
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Merrill Lynch Financial Advisor Sarah Swofford
● ClosedMerrill Lynch Financial Advisor Sarah Swofford, located at 225 Liberty Street, New York, New York, United States, is dedicated to understanding your life priorities and creating personalized financial plans tailored to you, your family, and your goals. With a team of experienced Financial Advisors, we offer individualized advice and guidance to help you pursue your financial aspirations while managing investment risk strategically. Our mission is to provide exemplary client service and build strong relationships based on trust and personalized service. Recognized by Forbes and Barron's for our exceptional client service, our team at Merrill Lynch is committed to helping you achieve your financial goals. We offer the Merrill Personal Wealth Analysis™ to build customized plans centered on your goals and aspirations. We understand that life and financial markets can change, so we regularly review and adjust your financial approach to keep you on track.
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Merrill Lynch Financial Advisor Michael Hokin
● OpenMerrill Lynch Financial Advisor Michael Hokin is a prestigious finance institution located at 114 West 47th Street, New York, United States. The institution offers insights, observations, and ideas to assist clients in achieving their financial goals. The team at Merrill Lynch is dedicated to working with estate planning attorneys and tax advisors to help clients preserve, protect, and control their wealth. Recognized by Forbes and Bank of America Corporation for their exemplary client service, Merrill Lynch Financial Advisor Michael Hokin provides a range of financial solutions tailored to each client's unique circumstances. The team is committed to building strong client relationships based on trust and personalized service.
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Donald Bertucci - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDonald Bertucci is a highly experienced and reputable financial advisor at Ameriprise Financial Services, LLC, located at 122 East 42nd Street in New York, New York. With a focus on providing personalized financial planning and investment strategies, Donald Bertucci helps clients navigate the complexities of wealth management to achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth for the future, Donald Bertucci is dedicated to providing expert guidance and support every step of the way. Trust Ameriprise Financial Services, LLC and Donald Bertucci to help secure your financial future.
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