Wealth planning solutions in Southampton, New York

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Merrill Lynch Wealth Management - Southampton, NY Welcome to Merrill Lynch Wealth Management, located at 57 Hampton Road, Southampton, New York. As a leading name in the finance sector, our branch is dedicated to providing comprehensive wealth management solutions tailored to your unique needs.

Welcome to Atlantic Harbor Wealth Management Located in the heart of Southampton, New York, Atlantic Harbor Wealth Management is your trusted partner in navigating the complexities of personal and corporate finance. Situated at 300 New York 27A, our firm is dedicated to providing tailored financial solutions that align with your unique goals and aspirations.

Welcome to Bridge Capital Solutions Corp., your trusted partner in banking and finance located in the heart of Southampton, New York. Situated at 425 County Road 39A, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our community. At Bridge Capital Solutions Corp., we understand that financial success is built on strong relationships and personalized solutions. Our team of experienced professionals is committed to delivering a comprehensive range of services, including personal and business banking, investment advice, and financial planning. Whether you're looking to manage your day-to-day finances, grow your wealth, or secure your financial future, we have the expertise and resources to help you achieve your goals.

Welcome to Ameriprise Private Wealth Advisory Practice, your trusted partner in financial planning and wealth management located in the heart of Tuckahoe, New York. Our practice is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on building long-term relationships, our team of experienced advisors works closely with you to understand your financial goals and help you navigate the complexities of wealth management. At Ameriprise Private Wealth Advisory Practice, we offer a comprehensive range of services including retirement planning, investment management, estate planning, and risk management. Our holistic approach ensures that all aspects of your financial life are aligned and optimized for success. We pride ourselves on delivering expert guidance, innovative strategies, and a high level of personalized service to help you achieve financial confidence and peace of mind.

Welcome to Dios Wealth Management - UBS Financial Services Inc., your trusted partner in financial planning and wealth management. Conveniently located at 8 Main Street, Southampton, New York, we are dedicated to helping you achieve your financial goals with personalized and comprehensive strategies. Our experienced team of financial advisors is committed to providing exceptional service, tailored investment solutions, and insightful advice to guide you through every stage of your financial journey. Whether you're planning for retirement, managing your assets, or seeking investment opportunities, Dios Wealth Management is here to support your financial well-being with integrity and expertise. Visit us today and discover how we can help secure your financial future.

Welcome to Diesing/DeGroot/O'Malley Wealth Management - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Southampton, New York. Situated at 8 Main Street, our team is dedicated to delivering personalized financial solutions to help you achieve your long-term financial goals. As a premier financial services provider, we specialize in a wide range of services, including investment management, retirement planning, estate planning, and more. Our experienced advisors, equipped with the global resources of UBS, work closely with each client to develop tailored strategies that align with their unique financial aspirations and needs.

Welcome to Schwenk Wealth Group Located at 223 West Montauk Highway, Hampton Bays, New York, Schwenk Wealth Group is your trusted partner in finance and wealth management. Our mission is to help you prioritize your financial objectives and prepare to achieve them through professional wealth management strategies. We are dedicated to guiding our clients in navigating the financial landscape, whether it's managing investments, planning for retirement, or building a secure financial future.

Welcome to Alexandra Cavallaro - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complexities of wealth management. Located at 223 West Montauk Highway, Hampton Bays, New York, our team is dedicated to providing customized wealth management solutions tailored to every stage of your life. As one of the top RBC Wealth Management teams in NYC, based on Assets Under Management, we focus on preserving and enhancing your wealth, helping you expand opportunities and simplify your life. We are proud to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to excellence. Our esteemed team includes nationally recognized professionals like James Covell, whose achievements include receiving prestigious industry awards. Our expertise is further highlighted through media appearances, such as our feature on Reuters TV discussing market volatility.

Welcome to Jason Newman - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, distinguished by our substantial Assets Under Management, we are dedicated to providing personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through strategic relationships, expert advice, and world-class capabilities, ultimately expanding your opportunities and simplifying your life. We are proud to announce our inclusion in the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to the dedication and excellence we bring to our valued clients. Our team, the Covell/DiConza/Newman Group, is honored to have Financial Advisor James Covell recognized with prestigious industry awards, highlighting our commitment to exceptional client service.

Welcome to Edward DiConza - RBC Wealth Management, your trusted financial advisory team located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in NYC, recognized on the Forbes Best-In-State Wealth Management Teams list for 2024, we are committed to providing you with personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through our expertise, strong relationships, and world-class capabilities. Whether you are planning for retirement, investing in your future, or managing your estate, our team is here to simplify your financial journey and expand your opportunities.

Welcome to Richard F Nydegger - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a Senior Vice President and Financial Advisor within the Consulting Group, Richard F Nydegger is dedicated to providing comprehensive financial guidance and wealth management services tailored to your individual needs. In today's complex financial landscape, understanding and navigating market dynamics is crucial. With the federal government’s debt having doubled since 2015, strategic investment decisions are more important than ever. Our Midyear Outlook provides valuable insights to help you make informed choices amidst economic uncertainties.

Welcome to James Covell - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a distinguished team within the RBC Wealth Management family, we pride ourselves on delivering customized wealth management solutions tailored to each stage of our clients' lives. Our mission is to preserve and enhance your wealth through personalized services, expert insights, and world-class capabilities that help you expand your opportunities and simplify your life. Our commitment to excellence has earned us recognition on the Forbes Best-In-State Wealth Management Teams list for 2024, reflecting the trust and satisfaction of our valued clients. We extend our gratitude to Forbes, our clients, and colleagues for their continued support and look forward to another successful year of service.

Welcome to Christopher Drew - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complex world of finance. Situated at 223 West Montauk Highway in the picturesque Hampton Bays, New York, our firm is dedicated to providing personalized financial guidance and strategic investment solutions to help you achieve your financial goals. As a Senior Vice President and Financial Advisor with the RBC Wealth Management Consulting Group, Christopher Drew brings a wealth of expertise and a commitment to excellence. In an ever-evolving economic landscape, where the federal government’s debt has doubled since 2015, Christopher offers insightful advice and strategies to navigate these challenges. Our Midyear Outlook provides valuable perspectives on market trends and economic conditions, emphasizing the importance of sound portfolio management amidst political and economic noise.

Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of Ameriprise Financial Services, LLC, located at 250 Montauk Highway, East Moriches, New York 11940. As a dedicated financial advisory firm, we are committed to helping you achieve your financial goals through personalized and strategic planning. At Rocco A. Carriero Wealth Partners, we understand that every individual has unique financial needs and aspirations. Our team of experienced Ameriprise financial advisors is here to guide you through the complexities of financial planning. During our initial consultation, we will introduce you to key financial planning concepts, helping you gain a clearer understanding of your financial landscape. Please note that this session does not include written analysis or recommendations.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to the Law Office of Joan M. Dorazio, Esq., your trusted legal partner located in the heart of Hampton Bays, New York. Situated at 148 East Montauk Highway, our firm is dedicated to providing personalized and professional legal services to the local community and beyond. With a commitment to excellence, Joan M. Dorazio, Esq. specializes in a wide range of legal areas, ensuring that clients receive comprehensive support tailored to their unique needs. Our practice is built on a foundation of integrity, advocacy, and a deep understanding of the law. Whether you require assistance with family law, estate planning, real estate transactions, or any other legal matter, we are here to guide you every step of the way. Joan M. Dorazio, Esq. brings years of experience and a compassionate approach to every case, ensuring that your legal journey is as smooth and stress-free as possible.

Welcome to Burner Prudenti Law, P.C. Located in the heart of Westhampton Beach, New York, Burner Prudenti Law, P.C. is your trusted legal partner committed to providing exceptional legal services to our community. Situated at 82 Main Street, our firm is dedicated to delivering personalized and effective legal solutions tailored to meet the unique needs of each client.

Welcome to IV Drips, your trusted expert for IV therapy and weight loss, located at 2415 Main Street, 2nd Floor, Bridgehampton, New York 11932. As a premier provider of health and spa services, we specialize in personalized intravenous (IV) hydration and nutrition therapy, designed to elevate your health potential and enhance your overall well-being. At IV Drips, our mission is to provide individualized care tailored to your unique health needs and goals. Our board-certified professionals bring a wealth of knowledge and experience to ensure every treatment is safe and effective. We offer a range of customized IV therapies, from our Basic Drip for essential hydration to our Elite Drip for comprehensive wellness support, all aimed at revitalizing your body and boosting your immune system.

Welcome to Tom O' Donoghue & Associates Inc., your trusted partner in Sag Harbor, New York, for all your architectural and design needs. Conveniently located at 254 Harbor Watch Court, our firm is committed to delivering exceptional service and innovative solutions tailored to meet the unique needs of each client. With a wealth of experience and a deep understanding of the local landscape, our team of skilled professionals is dedicated to transforming your vision into reality. We specialize in a wide range of services, including residential and commercial architecture, interior design, and project management.

Welcome to the Law Office of David Lee Heller, your trusted legal partner located in the heart of Sag Harbor, New York. Situated at 3334 Noyack Road, our firm is committed to providing exceptional legal services with a personalized touch. With years of experience and a deep understanding of the law, David Lee Heller specializes in delivering strategic solutions tailored to meet the unique needs of each client. Whether you require assistance with real estate transactions, estate planning, business law, or personal legal matters, our office is dedicated to guiding you through every step of the legal process with professionalism and integrity. Contact us today to schedule a consultation and discover how we can assist you in achieving your legal goals.

Welcome to Adam Miller Group, your trusted legal partner in the heart of Bridgehampton, New York. Located at 2462 Montauk Highway, our firm combines top-tier Manhattan experience with unparalleled Hamptons expertise to deliver exceptional legal services tailored to your needs. At Adam Miller Group, we understand the unique legal landscape of the Hamptons and are committed to providing personalized attention and strategic solutions for our clients. Whether you're seeking legal assistance for real estate transactions, business matters, or personal legal issues, our team of seasoned professionals is here to guide you every step of the way. Visit us at 2462 Main Street, Suite 7, or reach out to our office at Post Office Box 1947, Bridgehampton, NY 11932, to learn how we can assist you with your legal needs.

Welcome to Birtwhistle & Gibson, your trusted legal partner located in the heart of Bridgehampton, New York. Situated at 2322 Main Street, our law firm is dedicated to providing exceptional legal services to individuals and businesses in the community and beyond. At Birtwhistle & Gibson, we pride ourselves on our client-centered approach, offering personalized and comprehensive legal solutions tailored to meet your unique needs. Our team of experienced attorneys specializes in a wide range of practice areas, ensuring that you receive expert guidance and representation. Whether you require assistance with estate planning, real estate transactions, business law, or litigation, we are here to help. Visit us today to discover how our commitment to excellence and integrity can make a difference in your legal journey.

Welcome to Tax Service Plus, your trusted partner in accounting and financial services located at 116 Merchants Path, Wainscott, New York. At Tax Service Plus, we are committed to providing personalized and comprehensive financial solutions to meet the diverse needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to delivering expert advice and exceptional service in areas such as tax preparation, bookkeeping, payroll management, and financial planning. We understand that navigating the complexities of finance can be daunting, which is why we prioritize clear communication and customized strategies to help you achieve your financial goals. Whether you're an individual seeking tax assistance or a business looking for reliable accounting support, Tax Service Plus is here to help you every step of the way.

Welcome to Centner Financial CPA LLC, your trusted partner in accounting and finance located in the heart of Bridgehampton, New York. Nestled in the scenic Meadows East, we are proud to serve the financial needs of our community and beyond. At Centner Financial, we specialize in providing personalized and comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced Certified Public Accountants is dedicated to delivering exceptional service with integrity and professionalism. Whether you are seeking assistance with tax planning and preparation, bookkeeping, financial consulting, or any other accounting services, we are here to guide you every step of the way. We understand that financial matters can be complex and daunting, which is why we prioritize clear communication and transparency to ensure you feel confident and informed about your financial decisions.

Welcome to Nealon John, your trusted partner in accounting and finance, conveniently located at 2322 Montauk Highway, Bridgehampton, New York. At Nealon John, we are committed to providing personalized and comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals offers a wide range of services, including bookkeeping, tax preparation, financial planning, and business consulting. With a focus on accuracy, integrity, and customer satisfaction, we strive to help individuals and businesses achieve their financial goals. Whether you're looking to optimize your personal finances or streamline your business operations, Nealon John is here to guide you every step of the way. Visit us today and discover how we can make a difference in your financial journey.

Welcome to Hamptons INCOME TAX & Accounting LLC - "We Come to You" Located in the heart of Westhampton, New York, Hamptons INCOME TAX & Accounting LLC is your trusted partner for all your accounting and financial needs. We specialize in providing personalized, professional services to individuals and businesses in the local community and beyond.

Welcome to Robcyn Associates LLC, your trusted partner in accounting and finance, located in the heart of Westhampton Beach, New York. Situated at 120 Mill Road, our firm is dedicated to providing top-notch financial services to individuals and businesses alike. At Robcyn Associates LLC, we understand the complexities of financial management and are committed to delivering personalized solutions tailored to meet your unique needs. Our team of experienced professionals offers a comprehensive range of services, including bookkeeping, tax preparation, financial planning, and business consulting. We pride ourselves on building long-lasting relationships with our clients through transparency, integrity, and a commitment to excellence. Whether you're looking to streamline your personal finances or enhance your business's financial performance, Robcyn Associates LLC is here to help you achieve your goals. Visit us today and discover how we can assist you in navigating the financial landscape with confidence and ease.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management, located in the heart of Southampton at 67 Hampton Road, New York. As a distinguished financial advisory firm, we are dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Our team of experienced advisors offers a comprehensive range of services, including retirement planning, wealth management, investment strategies, and more. At Wells Fargo Advisors, we prioritize your financial well-being, providing tailored solutions to meet your unique needs. Visit us today and discover how we can help you secure a prosperous financial future.

Welcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.