Wealth management attorneys in New York

Merrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.

Merrill 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.

Lopez 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.

Four Corners Legacy Law, formerly known as Bowers & del Peral, PLLC, is a reputable law firm located at 22 Park Row in Chatham, New York. Led by attorney Morgen M. Bowers, the firm specializes in estate planning, elder law, and probate services. With a commitment to providing personalized and comprehensive legal solutions, Four Corners Legacy Law is dedicated to helping clients protect their assets and secure their legacy for future generations. Contact them today for expert guidance and support in navigating complex legal matters.

peace 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.

Herzog 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.

Herzog 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.

MetLife is an insurance agency located at 105 Jordan Road, Troy, New York, United States. We provide everything you need to protect yourself and your family all in one place. Protecting 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) and how they can benefit employee retention and financial well-being. Our dental network options include preferred dental programs, Dental Health Maintenance Organizations (HMOs), and programs specifically for Federal government employees. Register online to access and manage your MetLife benefits, including disability insurance and paid leave options to show employee care and support.

Ruchelman & Cruikshank PC: Cruikshank Jr Allan B is a reputable law firm located at 49 Clinton Street in Plattsburgh, New York. Specializing in various legal matters, Allan B. Cruikshank Jr. and his team provide expert legal counsel and representation to clients in the United States. With a strong dedication to their clients and a wealth of experience in the field, Ruchelman & Cruikshank PC is a trusted institution for all legal needs.

Matthew E. Douthat, Esq. is a reputable law firm located at 68 Court Street in Plattsburgh, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, the firm is dedicated to providing high-quality legal services to clients in the Plattsburgh area. With a strong commitment to professionalism and client satisfaction, Matthew E. Douthat, Esq. is known for their expertise, experience, and personalized approach to each case. Whether you are in need of legal representation or advice, this institution is here to help you navigate the complexities of the legal system.

Breedlove & Noll is a reputable institution located at 15 Father Jogues Place in Ticonderoga, New York. Known for their expertise in financial planning and investment management, Breedlove & Noll is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, they offer personalized services tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Breedlove & Noll can provide the guidance and support you need to secure your financial future.

The Kleister Law Group is a reputable finance and legal institution located at 85 East Main Street in Washingtonville, New York, United States. Our team of experienced lawyers specializes in a wide range of financial and legal services, including estate planning, real estate transactions, business law, and more. With a commitment to providing personalized and effective solutions for our clients, The Kleister Law Group is dedicated to helping individuals and businesses navigate the complexities of the legal system with confidence and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your financial and legal needs.

The Law Office of Peter D. Barlet is a reputable legal practice located at 6 High Street in Warwick, New York, United States. Specializing in various areas of law, including personal injury, family law, real estate, and estate planning, our experienced team is dedicated to providing high-quality legal services to our clients. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcomes for each case. Trust the Law Office of Peter D. Barlet to handle your legal matters with professionalism, integrity, and expertise.

Morgan Legal Group P.C. in Middletown, New York, is a specialized law firm that focuses on estate planning. Our team of trained professionals is dedicated to providing personalized service tailored to each client's specific needs. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or need guidance. With a depth of knowledge and experience in estate planning, our attorneys are experts in providing tailored solutions to ensure our clients' financial and healthcare wishes are accounted for. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof.

Siper Randy I is a reputable law firm located at 159 Ward Street in Montgomery, New York. With a team of experienced and dedicated lawyers, we specialize in providing top-notch legal services to our clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, our team is here to help. Trust Siper Randy I to handle your legal matters with professionalism, expertise, and a commitment to achieving the best possible outcome for you. Contact us today to schedule a consultation.

The Ettinger Law Firm specializes in elder law and estate planning services, located in Middletown, New York, United States. With a team of experienced lawyers, they provide personalized legal solutions to help individuals and families plan for their futures and protect their assets. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the Ettinger Law Firm is dedicated to guiding you through the process with care and expertise. Trust in their knowledge and experience to secure your legacy for generations to come.

The Law Office of Patricia Gunning is a well-respected legal practice located at 14 South Main Street in New City, New York. Specializing in various areas of law, including family law, estate planning, and real estate transactions, Attorney Patricia Gunning provides expert legal advice and representation to clients throughout the United States. With a strong commitment to advocating for her clients' rights and interests, Attorney Gunning offers personalized and professional legal services to help navigate complex legal matters. Contact The Law Office of Patricia Gunning today for knowledgeable and dedicated legal representation.

The Law Office of Dennis R. Vetrano, Jr., LLC is a reputable law firm located at 492 Main Street in Beacon, New York. Specializing in various legal areas, including family law, estate planning, and real estate law, the firm is led by experienced attorney Dennis R. Vetrano, Jr. With a strong commitment to providing personalized and effective legal representation, clients can trust in the expertise and dedication of the team at this esteemed law office. Whether you are facing a complex legal issue or need guidance on a legal matter, the Law Office of Dennis R. Vetrano, Jr., LLC is here to help.

Rebisz Law Firm PLLC is a reputable legal institution located at 33 Nassau Avenue, in New York, United States. Specializing in various areas of law, including civil litigation, corporate law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. With a commitment to integrity and professionalism, Rebisz Law Firm PLLC strives to deliver successful outcomes for all our clients' legal needs.

The Trust and Estate Planning Law Office, located at 310 East 2nd Street in New York, specializes in providing legal services related to trusts and estate planning. Our team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of estate law, ensuring that their assets are protected and their wishes are carried out. Whether you need assistance with drafting a will, establishing a trust, or navigating the probate process, our knowledgeable attorneys are here to provide personalized guidance and support. Trust the Trust and Estate Planning Law Office to help you secure your legacy and protect your loved ones for generations to come.

Feinberg Richard J is a well-established law firm located at 254 South Main Street in New City, New York, United States. Specializing in various areas of law, the institution offers expert legal services to clients in need of representation and guidance. With a team of experienced lawyers led by Richard J Feinberg, the firm is dedicated to providing high-quality, personalized legal solutions tailored to each client's unique needs. Whether you are facing a legal dispute, seeking assistance with a contract, or in need of advice on estate planning, Feinberg Richard J is committed to helping you navigate the complexities of the legal system with skill and professionalism.

Tariq Law, PC. is a finance and legal institution located at 99 Park Avenue in New York City. Our team of experienced lawyers specializes in a wide range of financial and legal services, including corporate law, real estate law, and estate planning. We are dedicated to providing our clients with personalized and effective legal solutions to help them navigate complex financial matters. Trust Tariq Law, PC. to handle all of your legal needs with professionalism and expertise.

Gottfried & Gottfried, LLP is a reputable law firm located at 122 East 42nd Street in New York, New York. Specializing in a wide range of legal services, their team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to each client. With a strong track record of success, Gottfried & Gottfried, LLP is committed to delivering exceptional legal solutions tailored to meet the individual needs of their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Gottfried & Gottfried, LLP to provide expert advice and representation.

Charles Juntikka & Associates, LLP is a renowned law firm located at 247 West 30th Street in New York, New York. Specializing in various legal matters, their team of experienced lawyers provide expert guidance and representation for their clients. With a commitment to excellence and a track record of success, Charles Juntikka & Associates, LLP is dedicated to providing top-notch legal services to individuals and businesses in the United States.

Ross & Asmar is a premier law firm located in New York City, specializing in criminal defense, immigration, federal law, and civil litigation. Situated at 499 7th Avenue, our team of experienced attorneys is dedicated to providing top-notch legal representation to clients in need. Whether you are facing criminal charges, going through a divorce, or dealing with immigration issues, we are here to help. Led by Mr. Ross, an accomplished trial lawyer with a successful track record of securing acquittals and dismissals for clients, and Roger Asmar, a seasoned litigator focusing on criminal, immigration, and matrimonial cases, our firm is committed to fighting for your rights. With a wealth of experience in representing clients in all NYC courts, we bring a high level of dedication and passion to every case we handle.

At Morgan Legal Group P.C. in New York City, our team of skilled professionals is dedicated to providing personalized legal services tailored to each client's specific needs. Unlike large law firms, we ensure that clients have direct access to an attorney whenever they have a question or concern. Specializing in estate planning, our attorneys possess in-depth knowledge and experience in this area of law. We offer a comprehensive approach to estate planning, including services such as wills, trusts, powers of attorney, and healthcare directives. Our goal is to preserve and protect our clients' legacies and assets, helping them minimize estate taxes, avoid probate, and ensure a smooth transition of assets to beneficiaries.

The Law Office of Gregory Messer is a prestigious legal institution located at 26 Court Street in New York, United States. Specializing in various areas of law, including bankruptcy, estate planning, and real estate, Gregory Messer and his team of experienced attorneys provide expert legal representation and guidance to clients in need. With a reputation for professionalism, integrity, and dedication to achieving the best possible outcomes for their clients, The Law Office of Gregory Messer is a trusted choice for all legal matters.

The Law Firm of Dmitriy Shakhnevich PLLC is a reputable legal institution located at 233 Broadway, New York, New York, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. With a commitment to professionalism, integrity, and personalized attention, they strive to achieve the best possible outcomes for their clients. Whether you are facing a legal issue or seeking legal advice, The Law Firm of Dmitriy Shakhnevich PLLC is here to help you navigate the complexities of the legal system.

The Law offices of Serrano & Associates, P.C. is a renowned finance and legal institution located at 53 Hudson Avenue in Nyack, New York, United States. Our team of experienced lawyers specializes in a wide range of legal services, including corporate law, real estate law, and estate planning. With a strong commitment to providing high-quality legal representation and personalized service, we strive to achieve the best possible outcomes for our clients. Contact us today for expert legal advice and representation.

Robert S Lewis, P.C. is a reputable law firm located at 53 Burd Street in Nyack, New York. Specializing in various legal matters, the firm is known for providing top-notch legal services to clients in the United States. With a team of experienced lawyers, Robert S Lewis, P.C. is dedicated to representing their clients with professionalism and integrity. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, you can trust Robert S Lewis, P.C. to provide you with expert guidance and support.