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Wealth planning strategies in New York City, New York

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5 45
#1

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 - 1895 Walt Whitman Road, Melville, NY 11747 Photo of Planning Financial Futures, Inc - 1895 Walt Whitman Road, Melville, NY 11747 Photo of Planning Financial Futures, Inc - 1895 Walt Whitman Road, Melville, NY 11747
Financial Service
Details
5 30
#2

The New Rochelle Agencies

● Closed
148 Larchmont Ave, Larchmont, NY 10538, United States
914-732-8990
newrochelleagencies.com

The New Rochelle Agencies is a reputable insurance agency located at 148 Larchmont Avenue in Larchmont, New York.

Photo of The New Rochelle Agencies - 148 Larchmont Avenue, Larchmont, NY 10538 Photo of The New Rochelle Agencies - 148 Larchmont Avenue, Larchmont, NY 10538 Photo of The New Rochelle Agencies - 148 Larchmont Avenue, Larchmont, NY 10538
Insurance Agency
Details
5 27
#3

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 - 150 State Street, Albany, NY 12207 Photo of Capable Wealth - 150 State Street, Albany, NY 12207
Financial Service
Details
5 33
#4

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 - 310 East 2nd Street, Manhattan, New York 10009 Photo of Trust and Estate Planning Law Office - 310 East 2nd Street, Manhattan, New York 10009 Photo of Trust and Estate Planning Law Office - 310 East 2nd Street, Manhattan, New York 10009
Legal Service
Details
5 42
#5

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 - 900 South Avenue, Staten Island, NY 10314 Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - 900 South Avenue, Staten Island, NY 10314 Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - 900 South Avenue, Staten Island, NY 10314
Financial Service
Details
5 24
#6

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 - 1 Seneca Street, Buffalo, NY 14203 Photo of Abaya Wealth Management LLC - 1 Seneca Street, Buffalo, NY 14203 Photo of Abaya Wealth Management LLC - 1 Seneca Street, Buffalo, NY 14203
Financial Service
Details
5 28
#7

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 - 400 Broadhollow Road, Melville, NY 11747 Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747 Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747
Financial Service
Details
5 40
#8

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 - 225 Wilkinson Street, Syracuse, NY 13204 Photo of Excelsior Wealth Partners | Investment Advisors, Financial Planners - 225 Wilkinson Street, Syracuse, NY 13204 Photo of Excelsior Wealth Partners | Investment Advisors, Financial Planners - 225 Wilkinson Street, Syracuse, NY 13204
Financial Service
Details
5 67
#9

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. - 255 Executive Drive, Plainview, NY 11803 Photo of Mortgage Wealth Advisors, Inc. - 255 Executive Drive, Plainview, NY 11803 Photo of Mortgage Wealth Advisors, Inc. - 255 Executive Drive, Plainview, NY 11803
Financial Service
Details
5 37
#10

Buffalo Tax Strategies

● Closed
3411 Delaware Ave, Buffalo, NY 14217, United States
716-320-1829
buffalotaxstrategies.com

Buffalo Tax Strategies is a renowned accounting and finance institution located at 3411 Delaware Avenue in Buffalo, New York, United States.

Photo of Buffalo Tax Strategies - 3411 Delaware Avenue, Buffalo, NY 14217 Photo of Buffalo Tax Strategies - 3411 Delaware Avenue, Buffalo, NY 14217 Photo of Buffalo Tax Strategies - 3411 Delaware Avenue, Buffalo, NY 14217
Accounting Service Financial Service
Details
5 130
#11

The Body of Wealth

● Closed
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 - 3200 Elmwood Avenue, Buffalo, NY 14217 Photo of The Body of Wealth - 3200 Elmwood Avenue, Buffalo, NY 14217 Photo of The Body of Wealth - 3200 Elmwood Avenue, Buffalo, NY 14217
Exercise Gym Medical Services
Details
4.9 64
#12

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 - 132 32nd Street, Brooklyn, NY 11232
Legal Service
Details
4.9 62
#13

Drucker Wealth Management

● Closed
2 Park Ave #300, New York, NY 10016, United States
212-681-0460
druckerwealth.com

Drucker Wealth Management is a renowned financial institution located at 2 Park Avenue in New York, New York. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses achieve their financial goals.

Photo of Drucker Wealth Management - 2 Park Avenue, Manhattan, New York 10016
Accounting Service Financial Service
Details
4.9 92
#14

Legacy Planning Solutions

● Closed
21-34 Himrod St #200, Ridgewood, NY 11385, United States
718-296-1200
lps.global

Legacy Planning Solutions is a premier finance institution located at 21-34 Himrod Street in New York, United States.

Photo of Legacy Planning Solutions - 21-34 Himrod Street, Queens, NY 11385
Financial Service
Details
4.8 103
#15

Financial Planning Services | The Financial Gym

● Closed
1077 Pleasantville Rd Box 6, Briarcliff Manor, NY 10510, United States
646-609-2225
financialgym.com

Financial Planning Services at The Financial Gym, located at 1077 Pleasantville Road in Briarcliff Manor, New York, offers personalized financial planning and coaching to help individuals achieve their financial goals.

Photo of Financial Planning Services | The Financial Gym - 1077 Pleasantville Road, Briarcliff Manor, NY 10510 Photo of Financial Planning Services | The Financial Gym - 1077 Pleasantville Road, Briarcliff Manor, NY 10510 Photo of Financial Planning Services | The Financial Gym - 1077 Pleasantville Road, Briarcliff Manor, NY 10510
Financial Service
Details
4.8 56
#16

Morgan Legal Group - Estate Planning & Probate

● Open
299 Broadway 17th floor, New York, NY 10007, United States
212-561-4299
morganlegalny.com

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.

Photo of Morgan Legal Group - Estate Planning & Probate - 299 Broadway, Manhattan, New York 10007 Photo of Morgan Legal Group - Estate Planning & Probate - 299 Broadway, Manhattan, New York 10007 Photo of Morgan Legal Group - Estate Planning & Probate - 299 Broadway, Manhattan, New York 10007
Accounting Service Financial Service Legal Service
Details
4.8 51
#17

New Alliance Consulting Group, LLC.

● Closed
763 E 149th St, Bronx, NY 10455, United States
866-549-3411

New Alliance Consulting Group, LLC. is a leading institution specializing in accounting, finance, and insurance services.

Photo of New Alliance Consulting Group, LLC. - 763 East 149th Street, Bronx, NY 10455
Accounting Service Financial Service Insurance Agency
Details
4.8 25
#18

LG Planning Group

● Closed
445 Broadhollow Rd #119, Melville, NY 11747, United States
631-589-6960
lgplanninggroup.com

LG Planning Group is a finance and insurance agency located at 445 Broadhollow Road in Melville, New York.

Financial Service Insurance Agency
Details
4.8 24
#19

Ettinger Law Firm Elder Law Estate Planning

● Closed
1N9, 1 Huntington Quadrangle, Melville, NY 11747, United States
631-673-3777
trustlaw.com

Ettinger Law Firm is a renowned institution specializing in elder law and estate planning services.

Photo of Ettinger Law Firm Elder Law Estate Planning - 1 Huntington Quadrangle, Melville, NY 11747 Photo of Ettinger Law Firm Elder Law Estate Planning - 1 Huntington Quadrangle, Melville, NY 11747 Photo of Ettinger Law Firm Elder Law Estate Planning - 1 Huntington Quadrangle, Melville, NY 11747
Legal Service
Details
4.7 24
#20

Robert Greene CPA - Tax Strategies, Inc.

● Closed
152 Deer Ridge Dr, Staatsburg, NY 12580, United States
845-889-4439
nytaxstrategies.com

Robert Greene CPA - Tax Strategies, Inc. is a premier accounting and finance institution located at 152 Deer Ridge Drive in Staatsburg, New York, United States. We specialize in taking the stress out of filing taxes and helping clients cut their tax bills.

Accounting Service Financial Service
Details
4.7 32
#21

The New York Life Building

● Open
51 Madison Ave, New York, NY 10010, United States

The New York Life Building is an iconic skyscraper located at 51 Madison Avenue in the heart of New York City.

Photo of The New York Life Building - 51 Madison Avenue, Manhattan, New York 10010 Photo of The New York Life Building - 51 Madison Avenue, Manhattan, New York 10010 Photo of The New York Life Building - 51 Madison Avenue, Manhattan, New York 10010
Details
4.6 172
#22

New Start Capital

● Closed
463 7th Ave 9th floor, New York, NY 10018, United States
888-535-5560
newstartcap.com

New Start Capital is a leading finance institution located in the heart of New York City. Situated at 463 7th Avenue, our team of experienced professionals is dedicated to providing innovative financial solutions to help our clients achieve their goals.

Financial Service
Details
4.6 51
#23

Coping Nurse Practitioner in Psychiatry Services: Judy Vansiea, DNP, MA, MS, APRN, NPP

● Open
405 RXR Plaza, Uniondale, NY 11556, United States
516-247-3525
copingnpservices.com

The Coping Nurse Practitioner in Psychiatry Services, led by Judy Vansiea, DNP, MA, MS, APRN, NPP, is a reputable healthcare institution located at 405 RXR Plaza in Uniondale, New York, United States.

Medical Services
Details
4.6 21
#24

Estate Planning Queens

● Closed
24-35 77th Street, Queens, New York 11370, United States
347-809-5201
trustsandestate.com

Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services.

Photo of Estate Planning Queens - 24-35 77th Street, Queens, NY 11370 Photo of Estate Planning Queens - 24-35 77th Street, Queens, NY 11370 Photo of Estate Planning Queens - 24-35 77th Street, Queens, NY 11370
Legal Service
Details
4.1 21
#25

New York Life Insurance Company

● Closed
97-77 Queens Blvd 10th Floor, Queens, NY 11374, United States
718-286-1100
nyl.com

New York Life Insurance Company is a renowned insurance agency located at 97-77 Queens Boulevard in New York, United States.

Photo of New York Life Insurance Company - 97-77 Queens Boulevard, Queens, NY 11374 Photo of New York Life Insurance Company - 97-77 Queens Boulevard, Queens, NY 11374
Insurance Agency
Details
5 12
#26

Samalin Wealth

● Open
297 King St, Chappaqua, NY 10514, United States
914-666-6600

Samalin Wealth is a renowned finance institution located at 297 King Street in Chappaqua, New York, United States.

Financial Service
Details
5 3
#27

Shepherd Wealth Group

● Closed
1 Byram Brook Pl Ste 101, Armonk, NY 10504, United States
shepherdwealthgroup.com

Shepherd Wealth Group is a reputable finance institution located at 1 Byram Brook Place in Armonk, New York, United States.

Photo of Shepherd Wealth Group - 1 Byram Brook Place, Armonk, NY 10504 Photo of Shepherd Wealth Group - 1 Byram Brook Place, Armonk, NY 10504
Financial Service
Details
5 1
#28

Wealth Enhancement Group

● Closed
120 White Plains Rd Suite 405, Tarrytown, NY 10591, United States
845-294-2080
wealthenhancement.com

Wealth Enhancement Group is a leading financial institution located at 120 White Plains Road in Tarrytown, New York, United States.

Photo of Wealth Enhancement Group - 120 White Plains Road, Tarrytown, NY 10591 Photo of Wealth Enhancement Group - 120 White Plains Road, Tarrytown, NY 10591
Financial Service
Details
5 2
#29

Altium Wealth Management, LLC

● Closed
2500 Westchester Ave #210, Purchase, NY 10577, United States
877-780-0074
altiumwealth.com

Altium Wealth Management, LLC is a finance institution located at 2500 Westchester Avenue in Harrison, New York, United States. At Altium, we believe in a higher sense of purpose when it comes to wealth management.

Financial Service
Details
5 1
#30

Whelan Financial Planning

● Closed
BY APPOINTMENT ONLY, 2127 Crompond Rd, Cortlandt, NY 10567, United States
800-775-8564
mwhelanpfp.com

Whelan Financial Planning is a trusted finance institution located at 2127 Crompond Road in Cortlandt, New York.

Financial Service
Details
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