TOP 30 Wealth planning services in Hudson, New York

46 results found

Trustco Bank is a trusted institution located at 3750 Burgoyne Avenue in Hudson Falls, New York, United States. As a full-service bank, Trustco offers a range of financial services including ATMs, banking, and finance options. Known for its exceptional customer service and innovative banking products, Trustco is committed to serving the communities it operates in. Customers can take advantage of special offers such as opening a Home Town Investment Checking Account with $20,000 in new money, a Home Town Savings Account with $10,000, or a Home Town Business Checking Account with $1,000. Trustco has been recognized as the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group.

The Premium Select Group Inc. is an insurance agency located at 32 County Road 78, Middletown, New York, United States. We offer protection for your vehicles, rental properties, and personal belongings at an affordable price. As a local independent insurance agency serving the Lower Hudson Valley, we prioritize getting to know and understand your individual needs and goals. Our experienced agents work with reputable insurance companies to provide secure coverage tailored to you. Our clients appreciate our professional service and personalized approach. We offer coverage for unpredictable losses such as burglary, fire, water damage, and more. Ensure your personal property is adequately protected with our insurance policies. We also offer liability coverage for injuries on your property and additional living expense coverage in case your home becomes uninhabitable. Don't risk being unable to rent a property due to lack of insurance - our renters insurance policies cover all your needs. Protect your valuable possessions with our coverage options, including off-premises theft coverage. Our goal is to help you understand and address the unique risks you face with renters insurance. We serve clients in New York, New Jersey, Pennsylvania, Delaware, Georgia, and South Carolina. Contact us today to secure the protection you need.

Oppenheimer & Co. Inc. is a reputable finance institution located at 300 Westage Business Center Drive in Fishkill, New York, United States. Our office is dedicated to supporting Oppenheimer Financial Professionals in providing valuable advice to individuals, families, corporate executives, and businesses. Our Financial Professionals work closely with clients to create wealth management plans, make strategic investments, and facilitate wealth transfer. We focus on providing the right resources to help clients achieve their financial goals and navigate a rapidly changing world. With roots dating back to 1881, Oppenheimer & Co. Inc. has a long history of offering investment services. We are a financially stable institution with a strong balance sheet, rigorous risk management practices, and robust internal controls to safeguard our clients' assets. In the unlikely event of insolvency, multiple layers of protection are in place to protect our customers' holdings.

Blue Spark Capital Advisors is a leading finance institution located in the bustling city of New York, United States. Our team of experienced professionals specializes in providing expert financial advice and strategic investment solutions to our clients. With a focus on personalized service and innovative approaches, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Trust Blue Spark Capital Advisors to be your partner in navigating the complex world of finance with confidence and success.

Guardian Life is a prestigious finance and insurance agency located at 10 Hudson Yards in New York City, United States. With a strong reputation for providing top-notch financial and insurance services, Guardian Life is committed to helping individuals and families secure their future and protect their assets. Whether you are looking for life insurance, retirement planning, or investment solutions, Guardian Life has a team of experienced professionals ready to assist you every step of the way. Trust Guardian Life to safeguard your financial well-being and provide peace of mind for the future.

Royal Alliance Associates Inc is a finance institution located at 15 Finney Farm Road in Croton-on-Hudson, New York, United States. With a commitment to providing top-notch financial services, Royal Alliance Associates Inc offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, the experienced team at Royal Alliance Associates Inc is dedicated to providing personalized guidance and support every step of the way. Trust in Royal Alliance Associates Inc for all your financial needs.

Johnson Foley & Cirigliano, PC is a reputable law firm located in Montgomery, New York, United States. With over 40 years of experience, our dedicated team of attorneys has been assisting clients in the Hudson Valley region in protecting their financial rights. Originally focusing on banking and real estate matters, our practice has since expanded to include estate planning, business formation, personal injury, and criminal defense. Our attorneys have a wealth of experience in various areas of law, allowing us to anticipate and address complex legal issues that may arise during our clients' cases. Clients trust us to provide personalized and professional representation, working closely with them to help achieve their desired outcomes.

The Law Offices of Lorenzo L. Angelino, located at 42 Catharine Street in Poughkeepsie, New York, is a dedicated law firm specializing in business law, estate planning, and liquor licenses. Lorenzo L. Angelino, Esq., a lifelong resident of Dutchess County and a graduate of Albany Law School of Union University, brings a wealth of experience and expertise to his practice. Lorenzo began his career at large litigation and insurance coverage firms in Westchester before returning to his roots to provide personalized and one-on-one service to his clients. He prides himself on handling matters in a timely and cost-effective manner, ensuring the best possible outcome for his clients.

Martin Law, PC is a law firm located at 2644 East Main Street, Wappingers Falls, New York, United States, specializing in Estate Planning. The firm, led by attorney Michael Martin, serves clients in Dutchess, Westchester, and Putnam Counties. The team at Martin Law, PC understands the importance of protecting your assets, preventing family conflicts, and maintaining control of your wealth and health in times of illness or disability. Whether you are looking to create a new Estate Plan or update an existing one, Martin Law, PC is here to help. Michael Martin and his staff provide personal attention, professional skill, and compassionate counsel to ensure your wishes are met and your family's future is secure. From creating Wills and Trusts to handling Probate and Litigation matters, the firm offers comprehensive estate planning services tailored to your unique needs.

North Castle Advisors, LLC is a finance institution located at 11 Hudson Drive in Dobbs Ferry, New York, United States. Specializing in providing expert financial advice and services, North Castle Advisors, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs and circumstances. Whether it's investment management, retirement planning, or wealth preservation, North Castle Advisors, LLC is committed to delivering top-notch financial guidance and support.

Welcome to Overall Renovation - Harlem, your trusted partner for transforming spaces in the vibrant neighborhood of Harlem, Manhattan. Located at 231 West 149th Street, our business serves as a central hub for all your renovation needs, offering a comprehensive range of services as a general contractor and home goods store. At Overall Renovation, we take immense pride in our work, with a team of highly experienced professionals who are passionate about bringing your renovation dreams to life. From skillful contractors to talented designers, each member of our team contributes unique skills and expertise to every project, ensuring that your vision becomes a reality.

Welcome to Catherine Wintle's practice, located at 201 East State Street, Herkimer, New York. As a dedicated healthcare professional, Catherine Wintle brings a wealth of experience and compassion to her role as a family nurse practitioner. With a strong background that includes positions at Planned Parenthood Mohawk-Hudson and Bassett Hospital, Catherine is committed to providing exceptional care to her patients. Catherine's impressive academic journey began with an Associate in Applied Science in Nursing from St. Elizabeth College of Nursing in Utica, followed by the Nurse Practitioner Program at Community General Hospital in Syracuse. She further enhanced her expertise by earning a Bachelor of Science in Nursing at Utica College of Syracuse University and a Master of Science in Family Nurse Practitioner at the State University of New York Polytechnic Institute. As a proud member of the New York State Nurse Practitioner Association, Catherine stays at the forefront of advancements in healthcare.

Welcome to The Cortina Law Group, PLLC, your trusted legal partner in the Lower Hudson Valley. Located at 143 Broadway, Hawthorne, New York, our firm is dedicated to providing exceptional legal services in Real Estate, Business Law, and Personal Injury. Founded by Alessandra Cortina, who brings over a decade of experience, we pride ourselves on delivering white glove service to each of our clients. At The Cortina Law Group, our attorneys are known for being responsive, efficient, and effective, ensuring you receive the guidance you need to achieve the best possible outcomes. We understand the importance of making a difference in the lives of our clients and their businesses, and we are committed to protecting your interests with integrity and diligence.

Welcome to Oz Moving & Storage - Westchester Movers, your premier choice for stress-free, top-quality moving and storage services in Westchester County. Conveniently located at 498 Nepperhan Avenue, Yonkers, New York, our expert team is ready to assist you with all your moving needs, whether you're relocating within the county, across the Hudson, or from out of state. Westchester County, a beautiful suburban area, serves as the heart of the Tri-State Area, linking NYC, Connecticut, and New Jersey. With its unique blend of urban charm, picturesque towns, and stunning natural landscapes, Westchester offers a high quality of life and a welcoming atmosphere for everyone, from young professionals to retirees.

Welcome to Orange Bank & Trust Company, located at 254 South Main Street, New City, New York 10956. As the Hudson Valley’s premier financial institution, we specialize in commercial lending, business banking, and wealth management services. With over 130 years of heritage and tradition, we pride ourselves on being an independent bank that was founded by 14 visionaries. Today, we have expanded to more than $2.5 billion in total assets and have sixteen offices across Orange, Rockland, Westchester, and the Bronx counties. Our commitment to conservative banking practices, continuous innovation, and community engagement has allowed us to serve our business clientele and local communities effectively. Whether you're managing a business or planning for your family's future, our dedicated local bankers are ready to meet all your financial needs.

Welcome to The Carine and Cate Team at Compass, your trusted real estate partners located at 480 Bedford Road, Chappaqua, New York. As a dedicated mother-daughter team, Carine and Cate are committed to providing exceptional real estate services across all areas of the market, including major estates, horse properties, new construction, commercial investments, leases, starter homes, and condos. At the heart of their business is a genuine commitment to integrity, trust, and friendship, ensuring that clients become part of their extended circle of friends. Carine brings a wealth of experience from her successful career as the founder of an upscale catering business, where she honed her skills in luxury event planning and budgeting. This expertise seamlessly translates into real estate, where her organization, negotiation skills, and market enthusiasm shine.