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Wealth planning in New York

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5 33
#1

Trust and Estate Planning Law Office

● Closed
310 E 2nd St Suite 9A, New York, NY 10009, United States
718-333-2395
advanced-legal.com

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.

Photo of Trust and Estate Planning Law Office - Manhattan, New York 10009, USA Photo of Trust and Estate Planning Law Office - Manhattan, New York 10009, USA Photo of Trust and Estate Planning Law Office - Manhattan, New York 10009, USA
Legal Service
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5 2
#2

Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC

● Open
427 Bedford Rd Ste 110, Pleasantville, NY 10570, United States
914-769-2800
ameripriseadvisors.com

Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC.

Photo of Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC - Pleasantville, NY 10570, USA Photo of Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC - Pleasantville, NY 10570, USA
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5 4
#3

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC

● Closed
176 Church St, Poughkeepsie, NY 12601, United States
845-454-3021
ameripriseadvisors.com

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States.

Photo of Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - Poughkeepsie, NY 12601, USA Photo of Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - Poughkeepsie, NY 12601, USA Photo of Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - Poughkeepsie, NY 12601, USA
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5 1
#4

Pioneer Wealth Management

● Open
652 Albany Shaker Rd, Albany, NY 12211, United States
518-730-3140
pioneerny.com

Pioneer Wealth Management is a leading finance institution located at 652 Albany Shaker Road in Albany, New York.

Financial Service
Details
5 1
#5

Fieldstone Private Wealth - Ameriprise Financial Services, LLC

● Closed
219 E Main St, Batavia, NY 14020, United States
585-344-1262
ameripriseadvisors.com

Fieldstone Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 219 East Main Street in Batavia, New York, United States.

Photo of Fieldstone Private Wealth - Ameriprise Financial Services, LLC - Batavia, NY 14020, USA Photo of Fieldstone Private Wealth - Ameriprise Financial Services, LLC - Batavia, NY 14020, USA Photo of Fieldstone Private Wealth - Ameriprise Financial Services, LLC - Batavia, NY 14020, USA
Financial Service
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5 1
#6

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

● Closed
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-461-2280
ameripriseadvisors.com

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024.

Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - Rochester, NY 14625, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - Rochester, NY 14625, USA Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - Rochester, NY 14625, USA
Financial Service
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5 2
#7

Martino Planning Group - Ameriprise Financial Services, LLC

● Closed
1200 Veterans Memorial Hwy Ste 105, Hauppauge, NY 11788, United States
631-663-3133
ameripriseadvisors.com

Martino Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 1200 Veterans Memorial Highway in Hauppauge, New York, United States.

Photo of Martino Planning Group - Ameriprise Financial Services, LLC - Hauppauge, NY 11788, USA
Financial Service
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5 1
#8

ClearEdge Private Wealth - Ameriprise Financial Services, LLC

● Closed
1600 Stewart Ave #303, Westbury, NY 11590, United States
516-683-1111
ameripriseadvisors.com

ClearEdge Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States.

Photo of ClearEdge Private Wealth - Ameriprise Financial Services, LLC - Westbury, NY 11590, USA
Financial Service
Details
5 3
#9

Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
90 Merrick Ave Ste 403, East Meadow, NY 11554, United States
516-861-3521
ameripriseadvisors.com

Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States.

Photo of Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC - East Meadow, NY 11554, USA Photo of Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC - East Meadow, NY 11554, USA Photo of Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC - East Meadow, NY 11554, USA
Financial Service
Details
5 1
#10

B. Riley Wealth Tax Services - Mineola, NY

● Closed
181 E Jericho Turnpike, Mineola, NY 11501, United States
516-621-2500
brileyfin.com

B. Riley Wealth Tax Services in Mineola, NY, located at 181 East Jericho Turnpike, offers expert tax services for individuals and businesses.

Photo of B. Riley Wealth Tax Services - Mineola, NY - Mineola, NY 11501, USA
Accounting Service Financial Service
Details
5 2
#11

B. Riley Wealth Tax Services - Bronx, NY

● Closed
2050 Eastchester Rd #101, Bronx, NY 10461, United States
718-518-7800
brileyfin.com

B. Riley Wealth Tax Services in Bronx, NY, located at 2050 Eastchester Road, offers expert accounting and finance services to individuals and businesses. Our tax professionals are skilled in implementing financial strategies to minimize tax liabilities.

Photo of B. Riley Wealth Tax Services - Bronx, NY - Bronx, NY 10461, USA
Accounting Service Financial Service
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5 1
#12

Kuttin Wealth Management - Ameriprise Financial Services, LLC

● Open
640 Johnson Avenue, Bohemia, New York 11716, United States
631-582-9770
ameripriseadvisors.com

Welcome to Kuttin Wealth Management - Ameriprise Financial Services, LLC, your trusted partner in financial planning and investment management, located at 640 Johnson Avenue, Bohemia, New York 11716.

Photo of Kuttin Wealth Management - Ameriprise Financial Services, LLC - Bohemia, NY 11716, USA
Financial Service
Details
4.8 19
#13

Siena Wealth Advisory Group - Ameriprise Financial Services, LLC

● Closed
200 Broadhollow Rd #302, Melville, NY 11747, United States
631-760-2294
ameripriseadvisors.com

Siena Wealth Advisory Group, located in Melville, New York, is a finance institution under Ameriprise Financial Services, LLC.

Photo of Siena Wealth Advisory Group - Ameriprise Financial Services, LLC - Melville, NY 11747, USA Photo of Siena Wealth Advisory Group - Ameriprise Financial Services, LLC - Melville, NY 11747, USA Photo of Siena Wealth Advisory Group - Ameriprise Financial Services, LLC - Melville, NY 11747, USA
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4.6 9
#14

B. Riley Wealth Tax Services

● Closed
484 Temple Hill Rd Suite 106, New Windsor, NY 12553, United States
845-561-5540
brileyfin.com

B. Riley Wealth Tax Services is a reputable institution located at 484 Temple Hill Road in New Windsor, New York, United States.

Photo of B. Riley Wealth Tax Services - New Windsor, NY 12553, USA
Accounting Service Financial Service
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4.5 12
#15

B. Riley Wealth Tax Services Poughkeepsie, NY

● Closed
11 Raymond Ave, Poughkeepsie, NY 12603, United States
845-485-3300
brileyfin.com

B. Riley Wealth Tax Services in Poughkeepsie, NY, located at 11 Raymond Avenue, offers expert accounting and finance services to both individuals and businesses.

Photo of B. Riley Wealth Tax Services Poughkeepsie, NY - Poughkeepsie, NY 12603, USA
Accounting Service Financial Service
Details
4.2 5
#16

B. Riley Wealth Tax Services - Lake Ronkonkoma, NY

● Closed
500 Portion Rd #4, Lake Ronkonkoma, NY 11779, United States
631-981-6296
brileyfin.com

B. Riley Wealth Tax Services in Lake Ronkonkoma, NY, located at 500 Portion Road, offers expert accounting and finance services to individuals and businesses.

Photo of B. Riley Wealth Tax Services - Lake Ronkonkoma, NY - Lake Ronkonkoma, NY 11779, USA
Accounting Service Financial Service
Details
4.2 5
#17

Kuttin Wealth Management - Ameriprise Financial Services, LLC

● Closed
1174 Veterans Memorial Hwy, Hauppauge, NY 11788, United States
631-770-0335
ameripriseadvisors.com

Kuttin Wealth Management - Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York, is a top-rated finance institution recognized by Barron's as one of the Top 100 Private Wealth Management Teams for 2023.

Photo of Kuttin Wealth Management - Ameriprise Financial Services, LLC - Hauppauge, NY 11788, USA Photo of Kuttin Wealth Management - Ameriprise Financial Services, LLC - Hauppauge, NY 11788, USA Photo of Kuttin Wealth Management - Ameriprise Financial Services, LLC - Hauppauge, NY 11788, USA
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3 2
#18

Rienas & Brown Wealth Management

● Closed
399 Knollwood Rd Ste 212, White Plains, NY 10603, United States
914-237-5500
ameripriseadvisors.com

Rienas & Brown Wealth Management is a finance institution located at 399 Knollwood Road, White Plains, New York, United States.

Photo of Rienas & Brown Wealth Management - White Plains, NY 10603, USA
Financial Service
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5 45
#19

Planning Financial Futures, Inc

● Closed
1895 Walt Whitman Rd #6, Melville, NY 11747, United States
631-546-5403
planningfinancialfutures.com

Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future.

Photo of Planning Financial Futures, Inc - Melville, NY 11747, USA Photo of Planning Financial Futures, Inc - Melville, NY 11747, USA Photo of Planning Financial Futures, Inc - Melville, NY 11747, USA
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5 27
#20

Capable Wealth

● Closed
150 State St 4th floor, Albany, NY 12207, United States
518-290-7723
capablewealth.com

Capable Wealth is a finance institution located at 150 State Street in Albany, New York, United States.

Photo of Capable Wealth - Albany, NY 12207, USA Photo of Capable Wealth - Albany, NY 12207, USA
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Details
5 42
#21

Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors

● Closed
900 South Ave 4th Floor, Suite 69, Staten Island, NY 10314, United States
718-370-2500
surmanekwealthmanagement.com

Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors is a reputable finance institution located at 900 South Avenue in New York, United States.

Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - Staten Island, NY 10314, USA Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - Staten Island, NY 10314, USA Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - Staten Island, NY 10314, USA
Financial Service
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5 27
#22

The Browne Firm PLLC - Estate Planning Attorney

● Closed
11 W Prospect Ave #59, Mt Vernon, NY 10550, United States
914-650-0019
thebrownefirm.com

The Browne Firm PLLC is a trusted estate planning attorney located in Mount Vernon, New York. Our experienced team specializes in helping clients protect their assets and ensure their wishes are carried out through comprehensive estate planning services.

Photo of The Browne Firm PLLC - Estate Planning Attorney - Mount Vernon, NY 10550, USA Photo of The Browne Firm PLLC - Estate Planning Attorney - Mount Vernon, NY 10550, USA Photo of The Browne Firm PLLC - Estate Planning Attorney - Mount Vernon, NY 10550, USA
Legal Service
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5 24
#23

Campasano Law, P.C. || Estate Planning and Real Estate Attorney in West Islip

● Closed
248 Higbie Ln, West Islip, NY 11795, United States
631-242-1888
campasanolaw.com

Campasano Law, P.C. is a reputable law firm specializing in estate planning and real estate law, located in West Islip, New York.

Photo of Campasano Law, P.C. || Estate Planning and Real Estate Attorney in West Islip - West Islip, NY 11795, USA Photo of Campasano Law, P.C. || Estate Planning and Real Estate Attorney in West Islip - West Islip, NY 11795, USA
Legal Service
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5 24
#24

Abaya Wealth Management LLC

● Closed
1 Seneca St Suite 2905, Buffalo, NY 14203, United States
716-345-0110
abayawealthmanagement.com

Abaya Wealth Management LLC is a finance institution located at 1 Seneca Street in Buffalo, New York.

Photo of Abaya Wealth Management LLC - Buffalo, NY 14203, USA Photo of Abaya Wealth Management LLC - Buffalo, NY 14203, USA Photo of Abaya Wealth Management LLC - Buffalo, NY 14203, USA
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5 28
#25

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor

● Closed
400 Broadhollow Rd, Melville, NY 11747, United States
631-592-2053
kristopherweinisch.nm.com

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States.

Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - Melville, NY 11747, USA Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - Melville, NY 11747, USA Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - Melville, NY 11747, USA
Financial Service
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5 40
#26

Excelsior Wealth Partners | Investment Advisors, Financial Planners

● Closed
225 Wilkinson St #107, Syracuse, NY 13204, United States
315-303-1668
excelsiorwp.com

Excelsior Wealth Partners is a leading financial institution located at 225 Wilkinson Street in Syracuse, New York.

Photo of Excelsior Wealth Partners | Investment Advisors, Financial Planners - Syracuse, NY 13204, USA Photo of Excelsior Wealth Partners | Investment Advisors, Financial Planners - Syracuse, NY 13204, USA Photo of Excelsior Wealth Partners | Investment Advisors, Financial Planners - Syracuse, NY 13204, USA
Financial Service
Details
5 67
#27

Mortgage Wealth Advisors, Inc.

● Closed
255 Executive Dr Ste 410, Plainview, NY 11803, United States
516-302-1090
mortgagewealthadvisors.com

Mortgage Wealth Advisors, Inc. is a finance institution located at 255 Executive Drive in Plainview, New York, United States. Your home and mortgage are significant expenses in your life, and the financing strategy you choose can impact your future.

Photo of Mortgage Wealth Advisors, Inc. - Plainview, NY 11803, USA Photo of Mortgage Wealth Advisors, Inc. - Plainview, NY 11803, USA Photo of Mortgage Wealth Advisors, Inc. - Plainview, NY 11803, USA
Financial Service
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5 41
#28

Health is Wealth Nutrition LLC

● Closed
656 North French Road, Buffalo, New York 14228, United States
716-783-1257
healthiswealthnutritionllc.com

Welcome to Health is Wealth Nutrition LLC, your trusted partner in achieving optimal health and wellness through personalized nutrition counseling.

Medical Services
Details
5 130
#29

The Body of Wealth

● Open
3200 Elmwood Avenue, Buffalo, New York 14217, United States
716-254-7756
thebodyofwealth.com

Welcome to The Body of Wealth, your premier destination for health and fitness in Buffalo, New York.

Photo of The Body of Wealth - Buffalo, NY 14217, USA Photo of The Body of Wealth - Buffalo, NY 14217, USA Photo of The Body of Wealth - Buffalo, NY 14217, USA
Exercise Gym Medical Services
Details
4.9 64
#30

New York Legacy Lawyers by Yana Feldman & Associates PLLC | Estate Planning Attorney

● Closed
132 32nd St #301, Brooklyn, NY 11232, United States
718-713-8080
yanafeldmanlaw.com

New York Legacy Lawyers by Yana Feldman & Associates PLLC is a leading estate planning attorney located in New York, United States.

Photo of New York Legacy Lawyers by Yana Feldman & Associates PLLC | Estate Planning Attorney - Brooklyn, NY 11232, USA
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