Wealth management attorneys in New City, New York

Brunch & Budget is a finance institution located at 159 20th Street in New York, United States. Imagine feeling in total control of your finances and having clarity on your financial future. Book a one-on-one virtual brunch with us to find out how! Our 10 Focused Weeks program includes 5 Strategy Calls with 2 specialized coaches to create a personalized financial plan for you. Build generational wealth through both good and hard times with our expert guidance. Gain access to over 30 workshop videos covering topics such as investing, saving, credit, debt, buying a home, freelance life, and more. Please note that the information provided on our website is general in nature and should not be considered financial advice. We recommend consulting a financial planner before making any decisions. Legal or tax advice should be sought from an attorney or tax professional. Let us help you take control of your financial future today!

Tony Ninan, JD, EA is a reputable institution located at 42 Lafayette Avenue in Suffern, New York, United States. Specializing in accounting, finance, and legal services, Tony Ninan offers expert advice and guidance to individuals and businesses alike. With a team of skilled professionals, including a licensed attorney and enrolled agent, clients can trust in the institution's expertise and dedication to providing top-notch financial and legal solutions. Whether you need assistance with tax planning, estate planning, or business consulting, Tony Ninan, JD, EA is the go-to institution for all your accounting and legal needs.

Susan Lee, EA, CFP is a reputable accounting and finance institution located at 2 Charlton Street in New York, New York, United States. With a team of experienced Enrolled Agents (EA) and Certified Financial Planners (CFP), they provide expert financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Susan Lee, EA, CFP is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances.

Howard Wurzel CPA PLLC is a reputable accounting and finance institution located at 1675 York Avenue in New York, New York, United States. With a background in comprehensive tax and financial planning services, Howard Wurzel graduated from the School of Management at Binghamton University in 1992. With 12 years of experience as a CAO at a private company listed in Crain's Magazine's top 100 private companies, Howard Wurzel is dedicated to helping you and your family achieve financial well-being. The institution offers general financial guidance on investments, insurance, estates, and trusts to ensure that you are on the right path towards financial success.

American Services is a reputable accounting and finance institution located at 707 Seneca Avenue in New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to investment advice, American Services is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart from other financial institutions. Visit American Services today to see how they can help you secure a strong financial future.

First Manhattan Financial is a renowned full-service financial organization located in New York, United States. Since 2003, we have been dedicated to providing simple solutions in a world of complexity for both corporate and individual clients. Our team of professionals takes the time to understand your goals, values, and existing strategies before creating a customized long-term plan that takes into account tax strategy, risk management, wealth preservation, and growth. At First Manhattan Financial, we believe in building relationships based on trust, professional advice, communication, and prompt service. Our personalized approach sets us apart, offering unique plan designs and objective solutions tailored to your specific needs. We have established relationships with respected CPA’s, Attorneys, Health Professionals, and Business Owners to ensure comprehensive financial planning.

The Hofstra Law Library at Maurice A. Deane School of Law is a premier resource for lawyers and legal professionals in Hempstead, New York, United States. With a vast collection of legal materials, research resources, and knowledgeable staff, the library serves as a hub for legal research and education. Whether you are a student, faculty member, or practicing attorney, you will find valuable information and support at this esteemed institution. Visit the Hofstra Law Library to access a wealth of legal resources and enhance your legal knowledge and skills.

Located on Main Street in Buffalo, New York, O'Bannon & Davis is a trusted insurance agency dedicated to helping clients navigate the uncertainties of life. Whether you are planning for the future, retirement, or simply looking for the best way to protect your assets, our team of experienced professionals is here to provide personalized service tailored to your unique needs. At O'Bannon & Davis, we understand that one size does not fit all when it comes to financial planning. That's why we take the time to get to know each client and their individual goals, creating customized solutions that will help them achieve their dreams. If you're tired of generic advice and cookie-cutter solutions, let us show you the difference that personalized service can make.

Wilcox Financial Group, LLC is a trusted finance and insurance agency located at 1323 North Forest Road in Amherst, New York. With a team of experienced professionals, we offer a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, our dedicated team is here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards financial peace of mind.

The Financial Guys is an independent wealth management firm located at 319 West Main Street, Batavia, New York. They specialize in providing comprehensive financial solutions for individuals, families, and businesses. With a goal-based approach, they help clients develop investment strategies tailored to their risk tolerance and financial goals. The Financial Guys are dedicated to serving their clients' best interests and offer a wide range of financial products and services. They also support Western New York Veterans through donations. Securities are offered through Peak Brokerage Services, LLC and investment products and services are available to residents of select states. The firm regularly hosts workshops and events on various financial topics to educate and empower their clients. Visit their website for more information and to schedule a consultation.

MetLife is an insurance agency located at 115 Green Street in Kingston, New York, United States. We are dedicated to providing you with all the information you need to protect yourself and your family. At MetLife, safeguarding your information is our top priority, especially in light of recent social engineering scams targeting financial services customers. Learn about the importance of Health Savings Accounts (HSAs) for employee retention and financial well-being. Our dental network options include a preferred dental program with lower costs for in-network providers, a program with a larger group of in-network dentists/specialists, and a Dental Health Maintenance Organization (HMO) available in select states. We also offer benefits for certain Federal government employees.

McCollum Financial Group is a reputable finance and insurance agency located at 55 East Main Street in Gouverneur, New York, United States. With a team of experienced professionals, McCollum Financial Group offers a wide range of financial services including investment planning, retirement planning, and insurance solutions tailored to meet the individual needs of their clients. Whether you are looking to secure your financial future or protect your assets, McCollum Financial Group is committed to providing personalized and comprehensive financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take the first step towards financial security.

Christopher D. Urban - ClearPlan Financial, Inc. is a reputable finance and insurance agency located at 6470 New Taylor Road in Orchard Park, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, insurance, or estate planning, Christopher D. Urban - ClearPlan Financial, Inc. is dedicated to providing personalized solutions to meet your specific needs. Trustworthy and reliable, they strive to build long-lasting relationships with their clients based on integrity and professionalism. Visit their office today to start securing your financial future.

Donald Booth - Prudential Financial is a reputable finance and insurance agency located at 7090 Ridgewood Drive in Lockport, New York, United States. With a strong commitment to providing top-notch financial services and insurance products, our team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Donald Booth - Prudential Financial is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.

Elisha Clinton Eichas: Primerica - Financial Services is a reputable finance and insurance agency located at 13 Water Street in Brockport, New York, United States. With a commitment to providing top-notch financial services, this institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the team at Elisha Clinton Eichas: Primerica is dedicated to providing personalized and professional service to meet your needs. Trust in their expertise and experience to secure your financial future.

David Lerner Associates, Inc. is a finance and insurance agency located at 599 West Hartsdale Avenue in White Plains, New York, United States. With a strong reputation for providing personalized financial services, the institution offers a range of investment options and insurance products to help clients achieve their financial goals. Their team of experienced professionals is dedicated to guiding individuals and families towards financial security and success. Whether you are looking to invest for the future or protect your assets, David Lerner Associates, Inc. is committed to helping you navigate the complex world of finance and insurance.

Jasmine Warner: Primerica - Financial Services is a reputable finance and insurance agency located at 466 Main Street in New Rochelle, New York. With a focus on providing personalized financial solutions for individuals and families, Jasmine Warner and her team strive to help clients achieve their financial goals and secure their future. Whether it's retirement planning, investment strategies, or insurance coverage, they offer expert advice and tailored services to meet the unique needs of each client. Trust Jasmine Warner: Primerica - Financial Services to provide reliable and professional financial guidance in a welcoming and supportive environment.

Godfrey John: Primerica - Financial Services is a reputable finance and insurance agency located at 70 Sunrise Highway in Valley Stream, New York. With a commitment to helping individuals and families achieve financial security and success, Godfrey John and his team offer a wide range of services including investment planning, retirement planning, insurance solutions, and more. With years of experience and expertise in the industry, clients can trust Godfrey John to provide personalized and comprehensive financial strategies tailored to their unique needs and goals. Visit Godfrey John: Primerica - Financial Services today to start securing your financial future.

Douglas Porter - Prudential Financial is a reputable finance and insurance agency located at 530 RXR Plaza in Uniondale, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a team of experienced professionals, Douglas Porter - Prudential Financial offers a wide range of financial products and services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Douglas Porter - Prudential Financial is committed to providing exceptional service and support to help you make informed decisions and achieve financial success.

Jose Morales: Primerica - Financial Services is a reputable finance and insurance agency located at 25 Atlantic Avenue in Lynbrook, New York. With a commitment to helping individuals and families achieve financial security and independence, the institution offers a wide range of services including financial planning, investments, insurance, and retirement solutions. With a team of experienced professionals, Jose Morales: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to help clients reach their financial goals. Whether you are looking to build wealth, protect your assets, or plan for the future, this institution is here to help you every step of the way.

Harris Law Office PLLC is a reputable finance and law institution located at 239 Genesee Street in Utica, New York, United States. With a team of experienced lawyers specializing in various areas of law, including finance, the firm provides top-notch legal services to clients in need of expert advice and representation. Whether you are facing a financial dispute, need assistance with estate planning, or require legal guidance in a business transaction, Harris Law Office PLLC is dedicated to helping you navigate the complexities of the legal system with professionalism and integrity. Contact us today to schedule a consultation and discuss your legal needs.

Rondout Legal Services Inc is a finance institution located at 166 Franklin Street in Kingston, New York, United States. We specialize in providing legal services related to finance, including assisting clients with financial planning, investments, and estate planning. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of finance with personalized and expert guidance. Whether you need assistance with tax planning, retirement savings, or wealth management, Rondout Legal Services Inc is here to help you achieve your financial goals.

Paralegal and Advocacy Services of the Hudson Valley is a leading institution located at 58 South Clinton Street in Poughkeepsie, New York, offering a wide range of services in the fields of accounting, finance, and health. Our dedicated team of professionals provides expert paralegal support and advocacy services to individuals and organizations in the Hudson Valley region. Whether you need assistance with legal documentation, financial planning, or healthcare advocacy, our experienced staff is here to help. Contact us today to learn more about how we can assist you with your specific needs.

Freedom Financial Solutions is a leading accounting and finance institution located at 766 Sergeant Palmateer Way in Wappingers Falls, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you need assistance with tax planning, wealth management, or retirement planning, our experts are here to help. Trust Freedom Financial Solutions to guide you towards financial freedom and success.

Anthony Inserra Bankruptcy Law is a trusted institution located at 531 Washington Street in Watertown, New York, United States. Specializing in bankruptcy law, their team of experienced lawyers and finance professionals are dedicated to helping individuals and businesses navigate the complexities of bankruptcy proceedings. With a commitment to providing personalized and compassionate legal services, Anthony Inserra Bankruptcy Law is a reliable resource for those facing financial difficulties.

Mackay, Caswell & Callahan, P.C. is a reputable institution offering a wide range of professional services in accounting, finance, and legal matters. Located at 215 Washington Street in Watertown, New York, this firm is dedicated to providing expert guidance and support to individuals and businesses in need of financial and legal assistance. With a team of experienced professionals, Mackay, Caswell & Callahan, P.C. is committed to delivering top-notch services tailored to meet the unique needs of each client. Whether you require tax planning, financial consulting, or legal representation, this institution is equipped to handle all aspects of your financial and legal needs with precision and care.

Safe Harbor Wills and Trusts is a reputable law firm located at 200 Mullin Street in Watertown, New York. Specializing in estate planning, the experienced team at Safe Harbor Wills and Trusts is dedicated to providing clients with peace of mind when it comes to their assets and legacy. Whether you need a will, trust, or other estate planning services, you can trust Safe Harbor to guide you through the process with expertise and care. Contact them today to secure your family's future.

Cappello & Cappello, P.C. is a prestigious law firm located at 76 Market Street in Potsdam, New York, United States. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for our clients. Whether you are in need of assistance with a personal injury case, real estate transaction, family law matter, or any other legal issue, our firm is here to help. With a commitment to excellence and a track record of success, Cappello & Cappello, P.C. is the trusted choice for individuals seeking high-quality legal representation in the Potsdam area.

Grow & Grow is a reputable law firm located at 6431 State Route 21 in Williamson, New York. Our dedicated team of lawyers are committed to helping our clients navigate through legal challenges and achieve positive outcomes. With a focus on personal attention and tailored legal solutions, we strive to cultivate growth and success for our clients in various legal matters. Contact us today to schedule a consultation and see how we can help you grow and thrive.

Lord Nancy M is a prestigious law firm located at 88 William Street in Lyons, New York, United States. Specializing in a wide range of legal services, the institution is known for its expertise in various areas of law including corporate law, real estate law, family law, and more. With a team of experienced and dedicated lawyers, Lord Nancy M is committed to providing top-notch legal representation and personalized service to each client. Whether you are facing a legal dispute, need assistance with a business transaction, or seeking guidance on a family matter, you can trust Lord Nancy M to handle your case with professionalism and integrity. Contact them today to schedule a consultation and see how they can help you with your legal needs.