The 30 Best Wealth preservation strategy in Mahopac, New York

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Weiss Advisory Group, LLC is a leading accounting and finance institution located at 704 U.S. 6 in Mahopac, New York. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, investment management, and financial planning. With a focus on personalized service and expert advice, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure a strong financial future.

Meyer & Spencer, PC is a trusted law firm located in Mahopac, New York, specializing in estate planning, elder law, real estate transactions, and more. With over 50 years of combined experience, our attorneys and support staff provide personalized attention to each client, ensuring that their unique needs and goals are met. From simple wills to complex trusts, we offer tailored legal advice to protect and transfer assets effectively. Serving clients in Westchester and Putnam counties, as well as surrounding areas, our team is dedicated to making a meaningful difference in our clients' lives. Contact us today for a consultation and let us help you plan for the future with confidence.