TOP 30 Wealth management lawyers in New York City, New York

At 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.

Zimmet 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.

107 N Main Associates Llc is a reputable institution located at 107 North Main Street in New City, New York. They are known for their commitment to providing top-notch services and solutions to their clients. With a team of highly skilled professionals, they offer a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for financial advice, legal assistance, or real estate services, 107 N Main Associates Llc has got you covered. Their dedication to excellence and customer satisfaction sets them apart as a trusted partner in the community. Visit them today to see how they can help you achieve your goals.

Welcome 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.

The 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.

Artisan 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.

The 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.

Lenza 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.

Schwartzman 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.

Schwartsman 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.

Almashhadani Services is a versatile institution located at 421-419 Jersey Street in New York, United States. Specializing in finance, health, and insurance services, we provide a wide range of solutions to meet our clients' needs. Our dedicated team of professionals is committed to delivering top-notch services and personalized assistance to ensure the best outcomes for our clients. Whether you are seeking financial advice, healthcare services, or insurance coverage, Almashhadani Services is here to help you navigate through the complexities of these industries with ease and confidence. Visit us today to experience the difference our expertise can make in your life.

Rochelle 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.

Anderson 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.

Irma Income Tax Inc is a reputable institution located at 71 East Eckerson Road in Spring Valley, New York. Specializing in accounting, finance, and legal services, they provide expert guidance and support for individuals and businesses seeking assistance with their income tax needs. With a team of experienced professionals, Irma Income Tax Inc is dedicated to helping clients navigate the complexities of tax laws and regulations to ensure compliance and maximize financial outcomes. Whether you are looking for tax preparation, financial planning, or legal advice, Irma Income Tax Inc is committed to delivering personalized solutions tailored to your specific needs.

The 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.

Raymond Sheridan Financial Inc is an insurance agency located at 19 East Washington Avenue in Pearl River, New York. Specializing in providing comprehensive insurance solutions to individuals and businesses, Raymond Sheridan Financial Inc is committed to helping clients protect their assets and achieve financial security. With a team of experienced professionals, they offer personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, Raymond Sheridan Financial Inc is dedicated to providing quality coverage and exceptional customer service. Contact them today to learn more about how they can help you with your insurance needs.

Yolimar Brokerage, Inc. is a reputable insurance agency located at 264 West Fordham Road in New York, United States. Specializing in providing a wide range of insurance services, Yolimar Brokerage, Inc. is dedicated to helping individuals and businesses protect their assets and plan for the future. With a team of experienced professionals, this local government office offers personalized assistance and tailored insurance solutions to meet the unique needs of each client. Visit Yolimar Brokerage, Inc. today for all your insurance needs.

Phillips Brokerage is an insurance agency located at 37-19 Broadway in New York, United States. We are dedicated to putting our customers first and providing exceptional customer service. Our experienced team is here to help you understand your insurance options and find the best coverage for your needs. With access to multiple insurance companies, we can offer you a variety of options that fit your budget. Contact us today for a car insurance quote and let us help you find the right insurance plan for you. Call us at 718-545-4700 or email us at mtzan@phillipsbrokerage.com. We are open Monday to Friday from 9am to 6pm. Visit us at our office on the 2nd floor of 37-19 Broadway in Astoria, New York 11103.

Northwestern Mutual is a finance and insurance agency located at 356 Meadow Avenue, Newburgh, New York, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals through personalized insurance plans that provide financial flexibility and income protection. We offer a wide range of financial options, including investments and insurance, to help you reach your goals. With the highest financial strength ratings awarded to any U.S. life insurer, you can trust us to provide you with the best financial solutions. Our advisors will work with you to create a personalized plan that balances your current and future priorities, ensuring that you have the confidence to live the life you've always wanted. Contact us today to connect with an advisor and start planning for your future with Northwestern Mutual.

Diversified Risk Solutions LLC is a leading insurance agency located at 90 Broad Street in New York, New York, United States. We specialize in providing comprehensive risk management solutions to individuals and businesses, offering a wide range of insurance products tailored to meet our clients' unique needs. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of insurance, ensuring they have the coverage they need to protect their assets and financial well-being. With a commitment to excellence and customer service, Diversified Risk Solutions LLC is the trusted choice for all your insurance needs.

Security Mutual Life Insurance Co is an insurance agency located at 55 Broadway, New York, United States. Interested in joining their team? Explore career opportunities with Security Mutual Life. They provide valuable insights on financial planning through their ClientLine®, covering topics such as estate planning, tax issues, and business marketing ideas. With a focus on helping policyholders achieve long-term financial security, Security Mutual offers tools, products, and solutions tailored to individual needs. Stay informed with their SML Planning Minute Podcast, where they discuss important financial topics such as combating identity theft, concerns about generation Z's spending habits, and protecting assets before getting re-married. Security Mutual also gives back to the community by securing grants for local charitable organizations. Contact them at 1-800-346-7171 for more information.

Bequestate 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.

Merrill Lynch Financial Advisor John Calarco is a prestigious financial institution located at 200 Park Avenue in New York City, United States. Specializing in finance, this institution offers expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals led by John Calarco, clients can trust in the institution's expertise and dedication to providing personalized and comprehensive financial solutions. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor John Calarco is committed to helping you navigate the complexities of the financial world with confidence.

Saul Custodio: Primerica - Financial Services is a reputable finance and insurance agency located at 259 Liberty Avenue in New York, United States. With a strong focus on providing top-notch financial services to individuals and families, Saul Custodio: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or insurance coverage, the experienced team at Saul Custodio: Primerica is ready to provide personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Saul Custodio: Primerica is your go-to destination for all your financial and insurance needs.

RPK Professional Group LLC is a reputable finance and insurance agency located in New York, United States. With a team of experienced professionals, they provide a wide range of financial services and insurance solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, RPK Professional Group LLC is committed to providing personalized and reliable services to help you achieve your financial goals. Trust in their expertise and dedication to secure your financial future.

Edward Jones - Financial Advisor: Joe Schaefer, CFP® is a reputable finance institution located at 151 North Main Street in New City, New York, United States. Joe Schaefer, a Certified Financial Planner, offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future.

Sandra Smith is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue, New York, New York, United States. Sandra holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Sandra's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Sandra specializes in asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Contact Sandra Smith at Ameriprise Financial Services for all your financial planning needs.

Edward Jones - Financial Advisor: Tony Shaw is a reputable financial institution located at 21 West 120th Street in New York, New York, United States. Specializing in providing personalized financial advice and guidance, Tony Shaw and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Edward Jones - Financial Advisor: Tony Shaw is committed to providing tailored solutions to meet your individual needs.

Corey Anthony - State Farm Insurance Agent is a well-established insurance agency located at 579 Gramatan Avenue in Mount Vernon, New York. With 25 years of experience serving the community, Corey Anthony is dedicated to providing outstanding customer service to families and businesses alike. His office offers a wide range of insurance products including Auto, Home, Life, Health, and Business Insurance. In addition to insurance, Corey can also assist with all your financial needs such as Banking and Financial products. Corey has received numerous awards and recognition for his exceptional service, and his philosophy is centered around putting the customer first and helping them plan for the future they want. The agency is licensed to do business in NY, CT, and NJ. Whether you need insurance coverage or financial planning assistance, Corey Anthony and his team are here to help. Contact them today to learn more about how they can assist you in protecting yourself and planning your financial future.

Primerica Financial Services is an insurance agency located at 2125 Albany Post Road in Montrose, New York. As a leading provider of financial services, Primerica offers a wide range of insurance products to help individuals and families protect their assets and plan for the future. With a commitment to providing personalized service and tailored solutions, Primerica is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Primerica Financial Services today to learn more about their offerings and how they can assist you with your insurance needs.