The 30 Best Wealth management lawyers in New York City, New York

Salerno & Rothstein is a reputable financial institution located at 221 Schultz Hill Road in Pine Plains, New York, United States. With a focus on providing top-notch financial services, Salerno & Rothstein offers a wide range of expertise in investment management, retirement planning, estate planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Salerno & Rothstein is committed to providing personalized solutions tailored to your individual needs. Visit their office in Pine Plains today to start your journey towards financial success.

Littman Krooks LLP is a prestigious law firm located at 800 Westchester Avenue in Rye Brook, New York. Specializing in various areas of law, including estate planning, special needs planning, elder law, and corporate law, the firm is dedicated to providing top-notch legal services to its clients. With a team of experienced and knowledgeable attorneys, Littman Krooks LLP is committed to helping individuals and businesses navigate complex legal issues with professionalism and expertise. Contact them today for all your legal needs.

John Ray & Associates is a reputable law firm located at 122 North Country Road in Miller Place, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with personal injury claims, family law matters, or real estate transactions, our firm is here to help. Trust John Ray & Associates to handle your legal needs with professionalism and expertise.

The Law Offices of Jeffrey A. Asher, PC, located at 80 Business Park Drive in Armonk, New York, is dedicated to providing Protection, Security, and Peace of Mind™ to its clients. Without proper planning, critical health care and financial decisions may not be made, assets may not be distributed as intended, and Will provisions may not be followed. The firm specializes in Estate Planning, Elder Law, Probate, Trust Administration, Medicaid Planning, Long-Term Care Planning, and Special Needs Planning. The team at the Law Offices of Jeffrey A. Asher, PC, offers comprehensive legal services tailored to meet each client's specific needs. They believe in providing thorough and detailed legal advice to ensure their clients have the protection, security, and peace of mind they deserve in a practical, efficient, and cost-effective manner.

At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.

Amoruso & Amoruso, LLP is a renowned law firm located at 800 Westchester Avenue, Rye Brook, New York, United States. Specializing in estate planning and elder law matters, our team of experienced attorneys, including Michael Amoruso and Sreelekha Chakrabarty Amoruso, work diligently to create customized, holistic plans that protect your legacy and age with you. We go beyond traditional wills and trusts to consider your life goals, financial objectives, long-term care needs, and tax goals. Our comprehensive estate plans also address asset distribution and family dynamics to ensure your loved ones are well-provided for now and in the future. At Amoruso & Amoruso, LLP, we believe in building long-term relationships with our clients to ensure their estate plans evolve with their changing circumstances. Our attorneys stay up-to-date on the latest developments in elder law and estate planning to provide you with solutions tailored to your individual needs. With our commitment to excellence and compassion, we have helped thousands of clients in New York and Connecticut secure their futures and achieve peace of mind.

Alber Law Group, LLP is a boutique law firm located at 5036 Jericho Turnpike, Commack, New York, United States. The firm prides itself on combining old world values with modern practices, offering an uncompromised commitment to quality. Their fees are reasonable, and their hours and accommodations are flexible to meet the needs of their clients. Founder and managing partner Ron Alber, along with his expert team, provide legal services in areas such as estate planning, real estate transactions, probate, and family matters. Clients receive personal attention and care, with Ron providing his personal cell phone number to ensure they are never alone in their legal matters. The firm aims to help clients build wealth, protect assets, and preserve a family legacy. With a proven track record of serving thousands of clients, Alber Law Group, LLP offers exceptional service at affordable prices. They are available 24/7 for their clients and offer virtual consultations for convenience. Whether you need assistance with estate planning, real estate transactions, or family matters, Alber Law Group, LLP is your trusted partner in legal matters.

Christina M. Martabano, Esq. is a reputable law firm located at 27 Radio Circle Drive in Mount Kisco, New York. Led by experienced attorney Christina M. Martabano, the firm offers a wide range of legal services to clients in the United States. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate transactions, Christina M. Martabano, Esq. provides personalized and professional representation to meet the unique needs of each client. With a commitment to excellence and a dedication to achieving favorable outcomes, clients can trust in the expertise and experience of Christina M. Martabano, Esq. for all their legal needs.

Gullotta & Shilinski, LLP is a prestigious law firm located at 427 Bedford Road in Pleasantville, New York. With a team of experienced lawyers, they offer a wide range of legal services to clients in the United States. Specializing in various areas of law, including personal injury, family law, and estate planning, Gullotta & Shilinski, LLP is dedicated to providing top-notch legal representation and personalized attention to each and every client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust the professionals at Gullotta & Shilinski, LLP to provide expert advice and advocacy.

Morgan Legal Group, P.C. in Suffolk County is a reputable law firm located at 407 East Main Street in Port Jefferson, New York. Specializing in various legal matters, their team of experienced lawyers provides expert advice and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require guidance in a business matter, the professionals at Morgan Legal Group, P.C. are dedicated to protecting your rights and achieving the best possible outcome for your case. Contact them today for a consultation to discuss your legal needs.

Newhouse Financial and Insurance Brokers is a trusted health and insurance agency located at 800 Westchester Avenue in Rye Brook, New York. We specialize in providing comprehensive financial and insurance solutions tailored to meet the individual needs of our clients. Our experienced team of brokers is dedicated to helping you navigate the complex world of insurance and financial planning, ensuring that you have the coverage and security you need. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you every step of the way. Contact us today to schedule a consultation and let us help you secure your financial future.

Rocio Roca - State Farm Insurance Agent is a dedicated insurance agency located at 16 West 1st Street, Mount Vernon, New York, United States. The agency is led by Rocio Roca, who brings a strong work ethic and entrepreneurial spirit to her business. With 23 years of experience on Wall Street, Rocio is committed to providing remarkable service to her clients. She aims to empower underrepresented communities to strive for a better quality of life and create generational wealth. The agency offers a range of insurance services, including auto, home, health, and life insurance. Clients can also receive assistance with financial needs analysis and guidance on major life transitions. The team at Rocio Roca - State Farm Insurance Agent includes licensed professionals who are fluent in Spanish and dedicated to serving the community.

Purshe Kaplan Sterling Investments is a reputable finance and lawyer institution located at 80 State Street in Albany, New York, United States. With a strong focus on providing top-notch financial services and legal expertise, this institution is dedicated to helping clients achieve their investment goals and navigate complex legal matters. Whether you are looking to grow your wealth or need legal advice, Purshe Kaplan Sterling Investments is committed to providing personalized solutions tailored to your specific needs.

Plesser & Co. Inc. is a reputable accounting and finance institution located at 274 Delaware Avenue in Delmar, New York, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients achieve their financial goals with personalized solutions tailored to their specific needs. Trust Plesser & Co. Inc. for all your accounting and finance 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.

The Elder Law Attorney located at 22 North 1st Street in Troy, New York, is dedicated to providing expert legal services in estate planning and elder law. Our experienced attorneys specialize in helping individuals and families navigate the complexities of planning for the future, protecting assets, and ensuring peace of mind. Whether you need assistance with drafting a will, establishing a trust, or navigating Medicaid planning, our team is here to guide you through every step of the process. Trust us to provide compassionate and personalized legal solutions tailored to your unique needs. Contact us today to schedule a consultation and start planning for tomorrow.

Troy Financial Services is a reputable insurance agency located at 3721 New York 43 in West Sand Lake, New York, United States. With a strong commitment to providing top-notch insurance solutions, Troy Financial Services offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to helping clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, Troy Financial Services is here to help you protect what matters most. Visit their office today to learn more about their services and how they can assist you with your insurance needs.

American National is a reputable institution located at 344 Route 9W in Glenmont, New York, United States. This institution is known for its commitment to providing high-quality education and services to its students and community. With a focus on academic excellence and personal growth, American National offers a wide range of programs and resources to help students achieve their goals. Whether you are looking to further your education or enhance your career, American National is dedicated to helping you succeed. Visit us today to learn more about what we have to offer.

The Lyden Group, LLC is a reputable insurance agency located at 282 Ushers Road in New York, United States. With a team of experienced professionals, they offer a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, The Lyden Group, LLC is dedicated to providing personalized solutions tailored to your specific requirements. With a commitment to excellent customer service and competitive rates, you can trust The Lyden Group, LLC to protect what matters most to you.

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.

Barber Cooke Agency, LLC is an Independent Insurance Agency located at 20 Montcalm Street in Ticonderoga, New York. We offer online quick quotes from some of our best companies to provide our clients with the most competitive rates. Our dedicated team is committed to addressing all of your insurance needs, specializing in Personal Insurance coverages such as Auto Insurance, Homeowners Insurance, Boat & Watercraft, Manufactured / Mobile Home, and ATV. Additionally, we offer Business Insurance options including Business Owners Policy (BOP), Commercial Auto, Commercial Property, Bonds, and Agribusiness. Contact us today to start saving money on your insurance costs in New York.

Upstate Agency is a trusted insurance agency located at 123 Montcalm Street in Ticonderoga, New York. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have you covered. With a focus on exceptional customer service and competitive rates, Upstate Agency is your go-to source for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.

The William Strauss Agency is a reputable insurance agency located at 5 Warren Street in Glens Falls, New York. With a strong commitment to providing personalized and comprehensive insurance solutions, the agency serves individuals and businesses in the local community and beyond. The experienced team at William Strauss Agency is dedicated to helping clients find the right insurance coverage to protect their assets and provide peace of mind. Contact them today for expert advice and reliable insurance options.

Upstate Agency is an insurance agency located at 103 Main Street in South Glens Falls, New York. We are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents is committed to helping individuals and businesses protect what matters most. Whether you're looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for you. Visit us today to learn more about how Upstate Agency can help you secure your future.

Planning Associates of the Southern Tier LLC is a prestigious finance and insurance agency located at 316 Park Avenue in Binghamton, New York. With a team of experienced professionals, they offer expert financial planning and insurance services to individuals and businesses in the Southern Tier region. Whether you are looking to secure your financial future or protect your assets, Planning Associates of the Southern Tier LLC is dedicated to providing personalized solutions to meet your unique needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.