Wealth management attorneys in Smithtown, New York
11 results found
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Eghrari Wealth Training Law Firm
● ClosedEghrari Wealth Training Law Firm, located at 50 Karl Avenue, Smithtown, New York, United States, is a trusted institution specializing in estate planning and asset protection. Our experienced team is dedicated to helping you secure your legacy and provide a solid financial future for your loved ones. With a well-drafted estate plan, you can ensure that your estate passes to whom you want, when you want, and is carried out according to your wishes. At Eghrari Law Firm, we have years of experience in creating trusts and protecting what matters most to you. Our goal is to provide you with the resources and information you need to make informed decisions about your family's future.
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Gotcha Attorney Services Inc
● OpenGotcha Attorney Services Inc is a reputable legal institution located at 14 Burham Drive, Smithtown, New York. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are facing a criminal charge, need assistance with a family law matter, or require representation for a personal injury case, our team is here to help. We pride ourselves on our professionalism, expertise, and dedication to achieving the best possible outcome for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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Howard E. Greenberg Esq., P.C.
● OpenHoward E. Greenberg Esq., P.C. is a reputable law firm located at 180 East Main Street in Smithtown, New York. Specializing in various areas of law, the firm is led by experienced attorney Howard E. Greenberg who is dedicated to providing top-notch legal services to clients in the United States. With a focus on personalized attention and a commitment to achieving favorable outcomes for clients, Howard E. Greenberg Esq., P.C. is a trusted institution for all legal needs.
The Colonial Building, 180 E Main St Ste 206, Smithtown, NY 11787, United StatesAdvertisements -
Merrill Lynch Financial Advisor Adam G Wood
● ClosedMerrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
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Raymond James Financial Services
● ClosedRaymond James Financial Services is a finance institution located at 186 West Main Street in Smithtown, New York, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced advisors is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to helping you make informed decisions and secure your financial future.
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Fitzgerald Kevin J
● OpenWelcome to Fitzgerald Kevin J, your trusted legal partner located in the heart of Smithtown, New York. With our office conveniently situated at 186 West Main Street, we are dedicated to providing exceptional legal services to the residents and businesses of Smithtown and the surrounding areas. At Fitzgerald Kevin J, we specialize in a wide range of legal practices, ensuring that our clients receive comprehensive and personalized legal solutions tailored to their unique needs. Our commitment to excellence and client satisfaction is at the forefront of everything we do, whether you require assistance with family law, estate planning, real estate transactions, or other legal matters.
186 West Main Street, Smithtown, New York 11787, United StatesAdvertisements -
Schwartz Fred
● OpenWelcome to Schwartz Fred, your trusted legal partner located at 317 East Main Street, Smithtown, New York. As a dedicated law firm, we specialize in providing comprehensive legal services tailored to meet the unique needs of our clients. With a commitment to excellence and a personalized approach, Schwartz Fred is here to guide you through every legal challenge with expertise and integrity. Whether you require assistance with family law, estate planning, business law, or any other legal matter, our experienced team is ready to offer you the support and representation you deserve. Visit us today and discover how we can help you achieve the best possible outcomes for your legal concerns. Your peace of mind is our priority at Schwartz Fred, where your legal needs are our top priority.
317 East Main Street, Smithtown, New York 11787, United StatesAdvertisements -
Mark L DeBenedittis, Esq.
● OpenWelcome to the Law Office of Mark L DeBenedittis, Esq., your trusted legal partner in Smithtown, New York. Conveniently located at 99 Smithtown Boulevard, we are dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. With extensive experience and a commitment to excellence, Mark L DeBenedittis, Esq. offers expert guidance and representation in a wide range of legal matters. Whether you require assistance with family law, estate planning, real estate transactions, or business law, our office is here to ensure your interests are protected. We pride ourselves on delivering personalized attention and strategic solutions to achieve the best possible outcomes. Contact us today to schedule a consultation and let us help you navigate the complexities of the legal system with confidence and clarity.
99 Smithtown Boulevard, Smithtown, New York 11787, United StatesAdvertisements -
Valente Law Group P.C.
● ClosedValente Law Group P.C. is a distinguished legal practice located in the heart of Smithtown, New York. Situated at 398 New York 111, this esteemed law firm is dedicated to providing exceptional legal services to individuals and businesses throughout the region. With a commitment to excellence and a client-centered approach, Valente Law Group P.C. specializes in a wide range of legal areas, ensuring personalized and effective solutions tailored to meet the unique needs of each client. Our team of experienced attorneys is renowned for their professionalism, integrity, and unwavering dedication to achieving the best possible outcomes. Whether you are seeking legal advice, representation, or consultation, Valente Law Group P.C. is here to guide you through every step of the legal process with compassion and expertise. Visit our office or contact us today to discover how we can assist you with your legal needs.
398 New York 111, Smithtown, New York 11787, United StatesAdvertisements -
Andreoli Law Group, P.C.
● OpenWelcome to Andreoli Law Group, P.C., your trusted partner for elder law and estate planning in Islandia, New York. Conveniently located at 1777 Veterans Memorial Highway, our dedicated team is committed to providing you with comprehensive legal services that cater to your unique needs. At Andreoli Law Group, we specialize in helping you secure government benefits for long-term care services, ensuring your assets are distributed according to your wishes, and guiding you through the Surrogate’s Court process when a loved one has passed. Our experienced attorneys are available to assist you not only in Suffolk County, including our Westhampton Beach location, but also in Nassau, Queens, Kings, New York, Richmond, and Westchester Counties.
1777 Veterans Memorial Highway, Islandia, New York 11749, United StatesAdvertisements -
Chase Bank
● ClosedWelcome to Chase Bank, located at 42 West Main Street, Smithtown, New York 11787, United States. As a leading provider in the banking and finance industry, Chase Bank offers a wide array of services to meet your financial needs. Whether you're looking for personal banking solutions or comprehensive business services, our dedicated team is here to assist you. At our Smithtown branch, you can access a full range of banking services, including ATMs for your convenience. Our Business Banking services provide expert guidance to help improve your cash flow, offer credit solutions, and manage payroll effectively. We also offer online and mobile banking, business credit cards, and payment acceptance solutions tailored specifically for businesses.
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