TOP 10 Wealth transfer and inheritance in New York

Rosa & Associates, LLP is a reputable finance institution located at 333 Jericho Turnpike in Jericho, New York. With a team of experienced professionals, they offer a wide range of financial services including investment management, tax planning, and retirement planning. Their commitment to excellence and personalized approach to client relationships set them apart in the industry. Visit Rosa & Associates, LLP for expert financial guidance and support.

The Pine Barrens Group - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. With a reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Pine Barrens Group - Morgan Stanley is dedicated to helping you succeed.

Old Mill Partners is a trusted financial institution located at 260 Middle Neck Road in Great Neck, New York. With a commitment to providing tailored financial solutions to meet the needs of their clients, Old Mill Partners offers a range of services including investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to develop personalized strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Old Mill Partners is dedicated to helping you secure a solid financial future.

Beech Hills Corporation is a reputable institution located at 57-28 246th Crescent in New York, United States. Known for its commitment to excellence, Beech Hills Corporation offers a wide range of services to its clients, including financial planning, investment management, and estate planning. With a team of experienced professionals, Beech Hills Corporation is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Beech Hills Corporation can provide the expertise and guidance you need. Visit their office today to learn more about how they can help you secure your financial future.

Andreozzi Bluestein LLP is a leading accounting and finance firm located at 333 International Drive in Williamsville, New York. Our team of experienced lawyers and financial experts are dedicated to providing top-notch services to our clients. With a focus on integrity and professionalism, we strive to help individuals and businesses navigate complex financial matters with ease. Whether you need assistance with tax planning, estate planning, or legal advice, our team is here to help. Contact Andreozzi Bluestein LLP today for all your accounting and finance needs.

Royal Tax is a reputable accounting and finance institution located at 768 Allerton Avenue in New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Trust Royal Tax to handle all your accounting and finance needs with precision and expertise.

Conklin Financial Planning is a trusted financial institution located at 37 Farries Avenue in Florida, New York, United States. Our team of experienced financial planners are dedicated to helping individuals and businesses achieve their financial goals. We offer a wide range of services including retirement planning, investment management, estate planning, and more. With personalized advice and tailored strategies, we strive to provide our clients with the tools they need to secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

CPA Tax Planning is a leading accounting and finance institution located at 9710 3rd Avenue in New York, United States. Our team of expert Certified Public Accountants specializes in tax planning, ensuring our clients maximize their financial opportunities while minimizing their tax liabilities. With a commitment to excellence and personalized service, we help individuals and businesses navigate the complexities of the tax system to achieve their financial goals. Contact us today to learn how our professional services can benefit you.

Vivian Orlando Moore Tax Consultants is a reputable accounting and finance institution located in New York, United States. With years of experience in the industry, our team of expert consultants provides top-notch tax services to individuals and businesses. We specialize in tax planning, preparation, and consulting to ensure our clients maximize their financial potential and minimize their tax liabilities. Trust Vivian Orlando Moore Tax Consultants to provide you with personalized and professional financial solutions to meet your needs.

Fortune Tax Solutions Inc is a reputable accounting and finance institution located at 37-15 73rd Street in New York, United States. With a team of experienced professionals, they offer a wide range of tax and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Fortune Tax Solutions Inc is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals and maximize your returns.

SO Taxes & Consulting is a reputable accounting and finance institution located at 226 Milford Street in New York, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial consulting, and accounting solutions. Our dedicated staff is committed to helping individuals and businesses navigate the complexities of the financial world with ease and efficiency. Whether you need assistance with tax planning or financial analysis, SO Taxes & Consulting is here to support you every step of the way. Trust us to provide personalized and reliable services that will help you achieve your financial goals.

Income Tax Financial Planning is a leading accounting and finance institution located at 88-8 151st Avenue in New York, United States. Our team of expert professionals specializes in helping individuals and businesses navigate the complexities of income tax planning to maximize financial success. Whether you need assistance with tax preparation, investment strategies, or retirement planning, our dedicated staff is here to provide personalized guidance and support. Trust Income Tax Financial Planning to help you achieve your financial goals and secure a prosperous future.

Accatex Tax Consultant LLC is a reputable finance institution located at 135-35 226th Street in New York, United States. Specializing in tax consulting services, our team of experts is dedicated to providing personalized solutions to meet our clients' financial needs. With years of experience in the industry, we offer a wide range of services to help individuals and businesses navigate the complexities of tax regulations and maximize their financial outcomes. Trust Accatex Tax Consultant LLC to provide reliable and professional financial guidance for all your tax-related matters.

Benjamin Goldburd - Tax Attorneys is a reputable institution located at 11 Broadway in New York, New York, United States. Specializing in accounting, finance, and legal services, our team of experienced tax attorneys is dedicated to providing top-notch assistance to individuals and businesses in navigating complex tax laws and regulations. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and minimize their tax liabilities. Trust Benjamin Goldburd - Tax Attorneys for all your tax-related needs.

Roger S Kim CPA PLLC is a reputable accounting and finance institution located at 333 Jericho Turnpike in Jericho, New York. With licenses in both New York and New Jersey, our team is dedicated to providing top-notch financial services to our clients. As proud members of the AICPA and CFA Society, we uphold the highest standards of professionalism and expertise in our field. At Roger S Kim CPA PLLC, we specialize in helping individuals plan for their retirement. Whether you're just starting to think about your future or are nearing retirement age, our team can provide the guidance and support you need to secure your financial well-being. Give us a call at (866)-585-1040 or (347)276-2610 to schedule a consultation and start planning for a comfortable retirement today.

The Unger Company Estate Tax Planning, located in New York, NY, is a finance institution specializing in protecting and passing along high net worth individuals' assets and legacies. With a focus on smart planning and attention to detail, The Unger Company works with clients who are among the wealthiest Americans, ensuring that their family wealth and lifestyle are safeguarded for future generations. The team at The Unger Company, led by founder Harold Unger, is dedicated to utilizing the best and most-proven methods to protect assets and pass along ethics, working collaboratively with clients' attorneys, accountants, and asset managers to create custom plans. With a half-century of experience, The Unger Company has successfully saved millions of dollars for their clients and is committed to providing optimal protection for a family's financial legacy. Specializing in high net worth and ultra-high net worth clients, The Unger Company offers creative thinking, insight, and thoughtful perspective in planning significant wealth transfer. Their mission is to help clients plan for the transfer of wealth, ensuring that heirs can manage tax burdens and continue a family legacy for generations to come. With expertise in insurance and tax law, The Unger Company is a vital partner in protecting and preserving a family's financial legacy.

Annyeong Consulting Inc. is a finance institution located at 1861 Victory Boulevard, New York, United States. Welcome to Annyeong Consulting Inc, where we proudly celebrate a decade of excellence in providing unparalleled personal and professional financial solutions. Established in 2017, our journey has been defined by growth and the cultivation of a team comprising experienced Enrolled Agents (EA's) and dedicated support. At Annyeong Consulting Inc., we are committed to helping our clients achieve their financial goals with expert advice and personalized services.

Kaplan & Associates PLLC is a trusted accounting and finance institution located at 23 Roslyn Road in Mineola, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or business consulting, Kaplan & Associates PLLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a top choice for all your accounting and finance needs.

ERTC Experts is a leading finance institution located at 1601 Penfield Road in Rochester, New York, United States. Our team of expert financial advisors provides personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experienced professionals are here to help. Contact ERTC Experts today to schedule a consultation and take the first step towards securing your financial future.

Philip W Dutcher is a reputable finance institution located at 5946 King Hill Drive in Farmington, New York, United States. With a strong focus on providing top-notch financial services, the institution is known for its expertise in investment management, financial planning, and wealth preservation. Clients can trust Philip W Dutcher for personalized financial solutions tailored to their unique goals and needs. The institution prides itself on its knowledgeable team of financial experts who are dedicated to helping clients achieve financial success. Whether you are looking to grow your investments or plan for a secure financial future, Philip W Dutcher is the go-to institution for all your finance needs.

Innovative Tax Services Inc. is a leading finance institution located at 1111 Broadhollow Road in Farmingdale, New York. We specialize in providing innovative tax services to individuals and businesses, helping our clients navigate the complex world of taxation with ease. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to meet each client's unique needs. Whether you are looking for tax planning, preparation, or consultation services, Innovative Tax Services Inc. is here to help you achieve your financial goals. Visit us today to experience the difference our expertise can make in managing your tax obligations.

HomeReliance Capital is a premier finance institution located at 150 Motor Parkway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, wealth planning, and retirement strategies. With a focus on building long-term relationships and delivering personalized solutions, HomeReliance Capital is committed to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.

Logic Advance Group is a reputable finance institution located at 162-16 Union Turnpike in New York, United States. With a focus on providing advanced financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment opportunities, financial planning services, or assistance with managing your assets, Logic Advance Group is here to help. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner in the world of finance. Visit us today to see how we can help you secure a brighter financial future.

H W Robinson & Co is a reputable financial institution located at 119-46 Cross Island Parkway in New York, United States. With a strong focus on providing top-notch financial services to its clients, H W Robinson & Co offers a wide range of services including investment management, financial planning, and wealth management. The team of experienced professionals at H W Robinson & Co are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, H W Robinson & Co is here to help. Visit their office on Cross Island Parkway to learn more about how they can assist you with your financial needs.

Street Talk is a finance store located at 1417 Milton Avenue in Solvay, New York. We offer a wide range of financial services and products to help our customers manage their money and achieve their financial goals. Our knowledgeable staff is dedicated to providing personalized assistance and guidance to ensure that each customer receives the support they need. Whether you are looking to open a savings account, apply for a loan, or explore investment options, Street Talk is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Ali Dav Associates Inc is a finance institution located at 4822 8th Avenue in New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Welcome to the Cortland County Surrogates Court, your local government office dedicated to serving the residents of Cortland County, New York. Conveniently located at 46 Greenbush Street in the heart of Cortland, our office is committed to providing efficient and professional services to the community. At the Cortland County Surrogates Court, we specialize in handling matters related to probate and estate proceedings, including the administration of wills and the appointment of guardians. Our knowledgeable and experienced team is here to guide you through the legal processes with compassion and clarity, ensuring that all cases are handled with the utmost care and respect.

Welcome to McGraw Law Firm At McGraw Law Firm, located at 1342 New Seneca Turnpike, Skaneateles, New York, we understand that thinking about and planning for the future can sometimes feel overwhelming. That's why we are dedicated to providing legal assistance in terms that you can understand. Specializing in estate planning and elder law, our goal is to ensure you fully comprehend your options and feel confident in your decisions.

Welcome to the Estate Planning Law Center, your trusted partner in securing your legacy and providing peace of mind for your future. Conveniently located at 526 Old Liverpool Road in Salina, New York, we specialize in comprehensive estate planning services tailored to meet your unique needs. Our experienced team of dedicated attorneys is committed to guiding you through every step of the estate planning process, ensuring your assets are protected and your wishes are honored. At the Estate Planning Law Center, we offer a wide range of services including will drafting, trust creation, probate administration, and elder law planning. Our personalized approach ensures that each client receives the attention and care they deserve, with solutions designed to safeguard their family's financial future.

Welcome to the Estate Planning Law Center, your trusted partner in securing your legacy and safeguarding your family's future. Conveniently located at 5789 Widewaters Parkway, Syracuse, New York, our experienced team of dedicated attorneys specializes in comprehensive estate planning services tailored to meet your unique needs and goals. At the Estate Planning Law Center, we understand that planning for the future can be a complex and emotional process. Our compassionate and knowledgeable lawyers are here to guide you every step of the way, ensuring peace of mind for you and your loved ones. We offer a wide range of services, including wills, trusts, probate, elder law, and asset protection, all designed to help you effectively manage your estate and minimize potential legal challenges.