The 30 Best Wealth transfer planning for high net worth individuals in New York City, New York

Welcome to Archer Financial Group, your trusted partner in financial excellence located in the heart of Manhattan at 330 West 38th Street, New York. As a premier financial service provider, we are committed to helping individuals and businesses achieve their financial goals with precision and integrity. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement solutions, and risk management. At Archer Financial Group, we pride ourselves on delivering personalized strategies tailored to meet the unique needs of each client. Whether you're planning for the future, managing wealth, or seeking expert advice, we are here to guide you every step of the way. Discover the difference of working with a dedicated financial partner who values your success. Visit us today and take the first step towards a secure financial future.

Welcome to Flagstar Private Banking, your trusted partner in financial excellence located at 36-36 33rd Street, Queens, New York. Nestled in the heart of Queens, we are committed to providing personalized and comprehensive banking solutions tailored to meet the unique needs of our clientele. At Flagstar Private Banking, we pride ourselves on our exceptional customer service and a wide range of financial services designed to help you achieve your financial goals. Whether you're looking for personal banking, business solutions, or specialized financial advice, our team of experienced professionals is here to guide you every step of the way.

Welcome to Private Bank, Bank of America, your trusted partner in financial excellence located in the heart of Queens, New York. Situated at 6965 Yellowstone Boulevard, we are committed to providing personalized banking and financial services tailored to meet the unique needs of our community. At Private Bank, Bank of America, we offer a comprehensive range of services including personal banking, wealth management, investment advice, and lending solutions. Our experienced team of financial professionals is dedicated to helping you achieve your financial goals with a focus on exceptional customer service and innovative solutions.

Welcome to Flagstar Private Banking, your trusted partner in financial excellence located in the heart of Queens, New York. Situated at 118-35 Queens Boulevard, our distinguished establishment is dedicated to providing unparalleled banking and financial services tailored to meet the unique needs of our clients. At Flagstar Private Banking, we offer a comprehensive range of services, including personal and business banking, wealth management, and investment solutions. Our state-of-the-art ATMs ensure convenient and secure access to your accounts anytime, while our expert financial advisors are committed to guiding you through every financial decision with personalized strategies designed to achieve your goals.

Welcome to Flagstar Private Banking, your premier financial partner located at 89-36 Sutphin Boulevard, Queens, New York. We are dedicated to providing exceptional banking services tailored to meet the unique needs of our clients. As a trusted name in the banking, ATM, and finance sectors, we offer a comprehensive range of financial solutions designed to help you achieve your personal and professional financial goals. At Flagstar Private Banking, we pride ourselves on delivering personalized service with a focus on building lasting relationships. Our experienced team of financial experts is committed to guiding you through every step of your financial journey, ensuring you receive the highest level of support and expertise.

Welcome to Flagstar Private Banking, your trusted financial partner located in the heart of Brooklyn at 185 Broadway, New York 11211. As a premier provider of banking and financial services, we pride ourselves on offering personalized solutions tailored to meet the unique needs of our clients. Whether you're looking for convenient ATM access, comprehensive banking services, or expert financial advice, our dedicated team is here to support you every step of the way. At Flagstar Private Banking, we combine innovative financial products with exceptional customer service to help you achieve your financial goals. Visit us today and experience the difference of private banking designed with you in mind.

Welcome to SOCOP MÉXICO, your trusted partner in finance located in the heart of Brooklyn, New York. Situated at 9910 Inverness St, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of each client. At SOCOP MÉXICO, we specialize in a range of financial solutions designed to help individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering personalized advice and strategic planning, ensuring that our clients navigate the complexities of the financial landscape with confidence. Whether you are looking for investment strategies, financial planning, or risk management, SOCOP MÉXICO is here to guide you every step of the way. Visit us today and discover how we can help you secure a prosperous financial future.

Welcome to Flagstar Private Banking, your trusted partner in financial excellence located in the heart of Brooklyn at 9003 3rd Avenue, New York, 11209. As a premier provider of ATM, banking, and financial services, we are dedicated to meeting the unique needs of our clients with personalized solutions and expert guidance. At Flagstar Private Banking, we prioritize your financial well-being and strive to deliver exceptional service in a secure and welcoming environment. Whether you're managing daily transactions or planning for long-term financial goals, our experienced team is here to support you every step of the way. Visit us today and experience the difference Flagstar Private Banking can make in your financial journey.

Welcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.

Welcome to Clear Coastal Group - Morgan Stanley, your trusted partner in navigating the financial seas. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are committed to providing comprehensive financial services tailored to meet your unique needs. Our team of experienced financial advisors is dedicated to delivering personalized investment strategies, wealth management solutions, and financial planning to help you achieve your long-term financial goals. At Clear Coastal Group - Morgan Stanley, we pride ourselves on our deep industry expertise, innovative solutions, and unwavering commitment to client satisfaction. Whether you're looking to grow your investments, plan for retirement, or manage your assets, we are here to guide you every step of the way. Visit us today and discover how we can help you secure a brighter financial future.

Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.

Welcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

Welcome to Saybrook Capital, your trusted partner in financial excellence, located in the heart of Sag Harbor at 7 Spring Street, New York. As a premier financial services firm, we specialize in offering tailored investment strategies and comprehensive financial planning solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing personalized service, ensuring that you achieve your financial goals with confidence and clarity. Whether you're planning for retirement, managing your wealth, or seeking investment opportunities, Saybrook Capital is here to guide you every step of the way. Visit us today and discover how we can help secure your financial future.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Snow Asset Management, your trusted partner in financial growth and security, located in the serene and picturesque area of Water Mill, New York. Situated at 423 Jobs Lane, our firm is dedicated to providing exceptional asset management services tailored to meet the unique needs of each client. At Snow Asset Management, we pride ourselves on our personalized approach and commitment to excellence. Our team of experienced professionals is adept at navigating the complexities of the financial world, ensuring that your investments are managed with the utmost care and strategic insight. We offer a comprehensive range of services, including investment advisory, portfolio management, and financial planning, all designed to help you achieve your financial goals.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to Point 32 Investment Partners, your trusted financial advisory firm located in the heart of Westhampton Beach, New York. Situated at 115 Main Street, we are committed to providing personalized investment strategies and financial solutions tailored to meet your unique needs. Our team of experienced professionals specializes in a wide range of financial services, including wealth management, retirement planning, and portfolio diversification. At Point 32 Investment Partners, we prioritize building long-term relationships with our clients, ensuring that your financial goals are aligned with your life's ambitions. Visit us today to discover how we can help you navigate the complexities of the financial world with confidence and clarity.