TOP 10 Will and trust planning in New York, New York

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 Teachers Federal Credit Union, conveniently located at 437 William Floyd Parkway, Shirley, New York 11967. As a trusted financial institution, we offer a comprehensive range of services designed to help you achieve your financial goals and make your money work for you. At Teachers, we pride ourselves on providing some of the industry's best savings solutions. With our Smart Checking account, you can earn 16 times the national average, ensuring that every dollar counts. Our competitive credit card rates are tailored to suit your needs, whether you're planning a big purchase or managing everyday expenses.

Welcome to Kuttin Wealth Management - Ameriprise Financial Services, LLC, your trusted partner in financial planning and investment management, located at 640 Johnson Avenue, Bohemia, New York 11716. Our dedicated team of Ameriprise financial advisors is here to help you navigate the complex world of finance and achieve your financial goals. At Kuttin Wealth Management, we prioritize understanding what matters most to you. Our initial consultation will provide an overview of essential financial planning concepts, setting the stage for your financial journey. Please note that this consultation does not include written analysis or recommendations, as we focus on personalized discussions tailored to your unique needs.

Welcome to Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLC, where your financial goals are our priority. Located at 640 Johnson Avenue, Bohemia, New York, our mission is to help you navigate the complexities of financial planning with confidence and clarity. Whether you're saving for a child's education, planning for a fulfilling retirement, or making informed investment choices, we offer personalized advice tailored to your unique needs. Our comprehensive approach ensures that you are prepared for both the expected and unexpected events in life, empowering you to feel more confident, connected, and in control of your financial future. We invite you to schedule an initial consultation, where we will discuss key financial planning concepts without providing written analysis or recommendations.

Welcome to Christopher Sackman - Financial Advisor, Ameriprise Financial Services, LLC Located conveniently at 640 Johnson Avenue, Bohemia, New York, Christopher Sackman is your trusted partner in navigating the complex world of finance. As an experienced financial advisor, Christopher Sackman is committed to helping you achieve your financial goals through personalized and strategic planning.

Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of financial services located at 640 Johnson Avenue, Bohemia, New York. As part of Ameriprise Financial Services, LLC, we are committed to helping you navigate your financial journey with confidence and clarity. Our team of experienced financial advisors is individually registered and well-equipped to serve clients across various U.S. states. To learn more about our advisors' qualifications, please visit their personal websites or consult FINRA’s BrokerCheck. At Rocco A. Carriero Wealth Partners, we understand that your financial goals are unique. That's why we invite you to meet with us to discuss what's most important to you. During our initial consultation, we will provide an overview of financial planning concepts tailored to your needs. Please note that this session does not include written analysis or specific recommendations.

Welcome to WestMeadow Insurance Agency LLC, your trusted partner in navigating the complexities of Medicare options. Located at 606 Johnson Avenue, Suite 33, Bohemia, New York 11716, we specialize in simplifying the Medicare selection process with our unique G.R.E.A.T system. Our mission is to make your Medicare journey easy and stress-free, whether you prefer to visit our office or handle everything remotely via phone and computer. Our 5-step process is designed to ensure you receive the best possible coverage for your needs:

Welcome to Edward Jones - Financial Advisor: Lily Kowasz, your trusted partner for financial planning and investment advice, conveniently located at 180 East Main Street, Patchogue, New York 11772. Our mission is to help you achieve your financial goals by offering personalized services tailored to your unique needs. At Edward Jones, we prioritize the privacy and security of your data. To learn more about how we use and protect your information, please visit our Privacy and Security page. We collect information to deliver personalized services, content, and offers, as well as to enhance our marketing, research efforts, and digital experiences.

Welcome to Edward Jones - Financial Advisor: Jo Bennett, ChFC®, your trusted partner in navigating your financial journey. Conveniently located at 180 East Main Street, Patchogue, New York, we are dedicated to serving the needs of our community with personalized financial advice and strategies. At Edward Jones, we understand the importance of planning for your financial future. Whether you're just starting out or looking to refine your strategy, our Starting Point tool is designed to help you take those crucial first steps. Additionally, our "My Priorities" quiz can assist you in identifying your financial goals, an essential component of building a comprehensive financial plan.

Welcome to Teachers Federal Credit Union, located at 31 West Main Street, Patchogue, New York 11772. As a trusted financial institution, we are proud to offer some of the industry's best savings solutions. With our Smart Checking account, you can earn 16 times the national average, ensuring your money works harder for you. At Teachers, we provide a smart savings plan designed to maximize your earnings, along with competitive credit card rates tailored to meet your needs. Whether you're purchasing a new home or leveraging your equity for personal projects, we have solutions to support your financial journey.

Welcome to Scott File - State Farm Insurance Agent, your trusted local insurance agency located at 102 Carleton Avenue, Islip Terrace, New York 11752. As a second-generation State Farm agent, Scott File continues a proud family tradition of serving the Islip community since 1968. With 35 years of experience in claims, the legal department, and as an agent, Scott offers invaluable insights to help you select the right insurance products and coverage tailored to your specific needs. Our dedicated team is committed to helping you manage the risks of everyday life, recover from the unexpected, and achieve your financial goals. Whether you're exploring health insurance options, seeking advice on auto maintenance, or considering life insurance and annuities, we are here to guide you every step of the way. We pride ourselves on delivering quality service and building strong relationships based on mutual trust and integrity.

Welcome to Edward Jones - Financial Advisor: Scot A Krempa, your trusted partner in navigating your financial journey. Conveniently located at 209 West Main Street, Sayville, New York, we are dedicated to providing personalized financial advice and strategies tailored to your unique needs and goals. At Edward Jones, we understand that planning your financial future is a significant step. Our Starting Point tool is designed to help you take those crucial first steps with confidence. Additionally, our "My Priorities" quiz is an invaluable resource for identifying your financial priorities, serving as a foundational element in crafting a comprehensive financial strategy.

Welcome to The First National Bank of Long Island, located at 215 West Main Street, Sayville, New York 11782. As a trusted institution in the heart of Long Island, we offer a comprehensive range of banking and financial services tailored to meet your needs. Whether you're looking to open a checking account, explore savings options, or plan for your financial future, our dedicated team is here to assist you every step of the way. In observance of the holiday, please note that our branch will close early at 3:00 PM on Wednesday, July 3, and will remain closed on Thursday, July 4. However, our Online, Mobile, and Telephone Banking services remain available around the clock, ensuring you have access to your finances whenever you need them. Additionally, explore our 24-hour ATM locations for your convenience.

Welcome to William C Hoover Insurance Located at 22 Railroad Avenue, Sayville, New York, William C Hoover Insurance is your trusted partner for comprehensive health and insurance solutions. As a licensed full-service insurance agency, we specialize in catering to closely held businesses and the families that rely on them, ensuring peace of mind and a secure future.

Welcome to WC Hoover & Co., your trusted partner in securing a worry-free future. Located at 22 Railroad Avenue, Sayville, New York, we are a licensed full-service insurance agency dedicated to serving closely held businesses and the families that depend on them. With over four decades of experience, we specialize in providing comprehensive insurance solutions tailored to meet all your needs. At WC Hoover & Co., we understand the importance of protecting everything you've worked so hard for. Our seasoned professionals are here to help you develop a personalized plan that safeguards your assets and ensures peace of mind. Whether you are a small business owner or managing a larger enterprise, we are committed to being your one-stop shop for insurance and employee benefits.

Welcome to Advantage Insurance Brokers, Inc., your trusted partner in navigating the complex world of insurance. Located at 1265 Sunrise Highway, Suite 107, Bay Shore, New York, we are dedicated to providing tailored insurance solutions to meet the unique needs of your business. As fellow entrepreneurs, we understand the challenges you face, from managing workers’ compensation audits to dealing with the frustration of limited insurance options and rising premiums. That's why we're here to help you take control of your insurance needs.

Welcome to Teachers Federal Credit Union, conveniently located at 1134 Deer Park Avenue, North Babylon, New York 11703. As a trusted financial partner, we are dedicated to providing our members with some of the industry's best savings solutions. Our Smart Checking account allows you to earn 16 times the national average, ensuring your money works harder for you. At Teachers, we offer a comprehensive range of financial services designed with your needs in mind. From competitive credit card rates to tailored home buying and equity borrowing solutions, we have the expertise to help you achieve your financial goals. Our commitment extends beyond banking, as we actively engage with our community through charitable giving, partnerships, and scholarships, supporting education, research, health and human services, and economic development.

Welcome to Strata Capital, your trusted partner in navigating the complexities of financial planning and wealth management. Conveniently located at 91 East Main Street, Bay Shore, New York, Strata Capital is dedicated to providing you with the financial direction you need to live your best life. Our philosophy is centered around achieving balance—between work and family, between caring for others and yourself, and between your present lifestyle and future aspirations. At Strata Capital, we understand that your time is valuable, and you need a reliable partner to help you protect and grow your hard-earned assets. Our team of experienced wealth managers and financial planners is committed to helping you make informed decisions today that will positively impact your future. We strive to simplify the often daunting and complex world of financial decisions, offering you the tools, resources, and information you need to make confident choices.

Welcome to Nationwide Insurance: Devivo Associates Inc., your trusted insurance agency located at 718 Union Boulevard, West Islip, New York 11795. We are dedicated to providing comprehensive insurance solutions tailored to meet your individual and business needs. As a proud partner of Nationwide, we offer a wide range of insurance products, including auto, home, life, and commercial insurance, ensuring you receive the coverage you deserve. Auto Insurance: Protect your investment with reliable auto insurance from Nationwide. We understand the importance of safeguarding your vehicle against accidents and unforeseen events. Our team will work with you to create a personalized plan that takes into account factors like your driving habits and vehicle type, ensuring you get the best protection at a competitive price.

Welcome to Regan Agency Inc., your trusted insurance partner located at 463 Deer Park Road, Babylon, New York. Since our founding in 1983, we have proudly served our community as a family-owned, second-generation business with a global perspective. Our dedicated team, boasting an average of over 20 years of experience, is committed to assisting you with all your business and personal insurance needs. At Regan Agency, we understand the unique challenges and responsibilities that come with running specialized operations like cemeteries and libraries. Our expertise extends to providing tailored insurance solutions that address these specific needs. For cemeteries, we offer coverage that safeguards the resting places of loved ones, ensuring peace of mind for both operators and families. For libraries, we provide comprehensive risk strategies, including preventative pest control measures and maintenance plans, to protect your valuable structures and collections.

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 The First National Bank of Long Island, your trusted partner in banking and finance, conveniently located at 1 East Montauk Highway, Lindenhurst, New York. As a leading local bank, we are committed to providing exceptional financial services tailored to meet your personal and business needs. Our comprehensive range of services includes savings and checking accounts, loans, credit services, and personalized financial advice to help you achieve your financial goals. We take pride in offering competitive CD and IRA rates to support your savings plans, ensuring your financial future is secure.

Welcome to Edward Jones - Financial Advisor: Michael C Gomberg, AAMS™|CRPC™, your trusted partner in Bridgehampton, New York, for personalized financial planning and investment strategies. Located at 2385 Montauk Highway, our office is dedicated to helping you achieve your financial goals with tailored advice and expert guidance. At Edward Jones, we prioritize your financial well-being by providing services that are customized to your unique needs and aspirations. Our Starting Point tool is designed to guide you through the initial steps of planning your financial future, while our "My Priorities" quiz helps you identify and assess your financial priorities, laying the groundwork for a comprehensive financial strategy.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to Merrill Lynch Financial Advisor Agne Rakauskas, located at 450 Old Country Road, Riverhead, New York. Our mission is to provide personalized wealth management strategies tailored to your unique financial goals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we are equipped to help you navigate the complexities of today's financial landscape. We prioritize understanding what matters most to you, ensuring that your financial strategy is as flexible as the changing market conditions. By offering timely insights into market trends and the global economy, we aim to keep you informed and on track to pursue your goals.

Welcome to Merrill Lynch Financial Advisor Kerri Biondo, located at 450 Old Country Road, Riverhead, New York. As a dedicated financial advisor, Kerri Biondo offers personalized wealth management strategies designed to help you navigate today's ever-changing market conditions. With access to a wide range of investment solutions from Merrill and comprehensive banking products from Bank of America, Kerri is committed to helping you manage your wealth by understanding your full financial picture and what matters most to you. At Merrill Lynch Financial Advisor Kerri Biondo, we believe that the financial decisions you make today are crucial for building the future you envision for yourself and your family. By connecting your life and finances, we aim to provide fresh perspectives and informed insights that can help turn your financial goals into reality. Whether you're looking to create a flexible investment strategy, manage investment risk, or simply gain timely insights on market trends, Kerri is here to guide you every step of the way.

Welcome to Merrill Lynch Financial Advisor Jeffrey D Worthington, your trusted partner in Riverhead, New York, for comprehensive wealth management solutions. Located at 450 Old Country Road, we specialize in providing personalized financial strategies tailored to your unique goals and financial picture. Our approach begins with a deep understanding of what matters most to you, enabling us to craft a flexible strategy that adapts to today's ever-changing market conditions. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer timely insights into market trends and the global economy to help keep you on track. Our mission is to help you pursue your financial aspirations through personalized wealth management strategies that focus on turning your goals into reality, all while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Carl P Neuberger, located at 450 Old Country Road, Riverhead, New York. As a dedicated financial advisor, Carl P Neuberger offers a comprehensive suite of financial services, combining the investment insights of Merrill with the banking convenience of Bank of America. Our goal is to help you navigate the complexities of today's financial landscape with personalized wealth management strategies tailored to your unique goals and needs. At our office, we provide access to a wide range of investment solutions and banking products, ensuring that you have the tools necessary to make informed decisions about your financial future. Our approach begins with a deep understanding of your financial picture and what matters most to you. By asking thoughtful questions and listening carefully, we aim to design and implement a personalized plan that helps you and your family pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Scott Neuberger, where your financial future is our priority. Located at 450 Old Country Road, Riverhead, New York, our mission is to understand your unique financial goals and help you achieve them through personalized planning and strategic investment. With access to Merrill's extensive range of investment solutions and Bank of America's banking products, we provide you with timely market insights and global economic updates to keep you on track. At the heart of our approach is a commitment to listen and understand what matters most to you. Whether you're planning for future healthcare expenses, preparing for college, considering a major purchase, or aiming to pass on wealth to the next generation, we work with you to create a comprehensive plan that aims to manage, grow, and preserve your wealth for years to come.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.