The 30 Best Wills trusts estate planning in New York City, New York
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Trustees Office
Welcome to the Trustees Office, your dedicated local government office located in the heart of Manhattan at 454 West 155th Street, New York, United States. We are committed to serving the community with integrity, efficiency, and transparency. Our office provides a wide range of services designed to meet the needs of residents, businesses, and visitors alike. Whether you are seeking information, requiring assistance with municipal matters, or looking to engage with local governance, our team of experienced professionals is here to help. We pride ourselves on fostering a welcoming environment where every individual is treated with respect and courtesy. Visit us today and experience the dedication and commitment of the Trustees Office to serving the vibrant community of Manhattan.
Bernath & Rosenberg, P.C.
Welcome to Bernath & Rosenberg, P.C., your trusted partner in accounting and finance, conveniently located at 365 New York 59, Airmont, New York 10952. Our mission is simple yet profound: to help you achieve your financial goals. Whether you're just starting your financial journey, planning for a secure retirement, or enjoying your well-deserved golden years, our dedicated team is here to support you every step of the way. At Bernath & Rosenberg, we believe in personalized service. We'll take the time to discuss your unique situation, goals, and needs, ensuring that we fully understand your financial aspirations. Our dedicated advisors will then work with you to achieve true wealth through expert accounting, comprehensive wealth management, and strategic tax guidance.
Hudson Valley Bookkeeping, Inc.
Welcome to Hudson Valley Bookkeeping, Inc., your trusted partner in accounting and finance solutions. Located at 4 Gilder Street, Larchmont, New York, we have proudly served the Hudson Valley area since 2006. Founded by Laurie Ellison, a Certified QuickBooks Online ProAdvisor with over 20 years of experience, our business is dedicated to providing top-notch bookkeeping services tailored to your needs. Our expertise lies in mental health and commercial real estate bookkeeping, ensuring that your financial records are meticulously maintained and optimized. With additional offices in Montgomery and Fishkill, NY, our committed team is ready to help you achieve your financial goals with precision and care.
ALG Blueprint
Welcome to ALG Blueprint, your trusted partner in accounting and finance, strategically located at 2916 Frederick Douglass Boulevard, Manhattan, New York. We specialize in crafting tailored solutions that empower businesses to achieve sustainable growth and long-term success. Our experienced advisors work closely with you to develop comprehensive roadmaps, focusing on key areas such as finances, operations, and strategic planning. At ALG Blueprint, we believe effective tax planning is more than just compliance; it’s about minimizing tax liabilities through strategic financial management. Our expertise in securing business credit and funding involves a thorough analytical approach, addressing various financial and strategic considerations.
Cloudbooks Accountant QB ProAdvisor
Welcome to CloudBooks Accountant QB ProAdvisor, your trusted partner in accounting and finance solutions located at 10448 164th Street, Queens, New York 11433. We are dedicated to calculating the best opportunities for you, offering a range of services designed to meet your unique financial needs. Our experienced financial team specializes in online bookkeeping, providing you with flexibility, accuracy, and cost-efficiency. By outsourcing your bookkeeping to us, you gain access to professional services that streamline your financial management. To get started, simply add CloudBooks Accountant to your Online Bookkeeping platform by following our easy step-by-step instructions.
TW Accounting Group Inc.
Welcome to TW Accounting Group Inc., your trusted partner in navigating the complex world of finance and taxation. Conveniently located at 144-02 105th Avenue, Queens, New York, we are committed to delivering personalized and comprehensive accounting solutions to individuals and businesses of all sizes. With over 15 years of experience, our founder, Terri Anne Williams, brings a wealth of expertise from her BBA in Finance and Investments from Bernard M. Baruch College and Advanced Studies in Accounting from Brooklyn College. Her extensive experience in both the private and public sectors ensures that you receive knowledgeable and empathetic guidance, whether you're facing a tax audit or seeking to optimize your financial strategies.
Kaufman Israel
Welcome to Kaufman Israel, your trusted partner in accounting and finance, located at 1238 44th Street, Brooklyn, New York 11219. We are dedicated to unlocking success for businesses and individuals through strategic financial solutions. Our professional team offers expert guidance and personalized services to help you confidently navigate the complexities of the financial world. At Kaufman Israel, we provide a range of services tailored to meet your unique needs:
Tale Taxes
Welcome to Tale Taxes, your trusted partner in financial management, located at 1572 Dahill Road, Brooklyn, New York 11204. We specialize in providing comprehensive accounting and finance solutions tailored to meet your unique needs. At Tale Taxes, we ensure accurate and efficient filing of personal taxes, offering you peace of mind and confidence in navigating your personal finances. Our expert team crafts tailored strategies to secure a comfortable retirement and achieve individual financial goals. Whether you’re planning for your future or making real estate investment decisions, we provide personalized guidance to help you succeed.
Charles E. Marchese, CPA
Welcome to Charles E. Marchese, CPA, your trusted partner in accounting and finance located at 445 Hawkins Avenue, Lake Ronkonkoma, New York. As a full-service CPA firm serving the New York metropolitan area, we are dedicated to achieving your complete satisfaction—nothing less. With over 25 years of experience, Charles E. Marchese leads our innovative and progressive firm, which is renowned for excellence and precision. We offer a comprehensive range of highly personalized tax and accounting services tailored to meet the unique needs of our clients. Our offerings include compilation and payroll returns for businesses of all sizes, individual and business estate tax returns, trust tax returns, and financial consultation services.
Christopher M. Dennehy, CPA PC
Welcome to Christopher M. Dennehy, CPA PC, your trusted partner in accounting and finance, located at 68 Ward Street, West Islip, New York. We understand that choosing the right accountant is a crucial decision. With us, you can rest assured that your personal and financial information is handled with the utmost confidentiality and care. At Christopher M. Dennehy, CPA PC, we prioritize your best interests, offering personalized services designed to save you time, money, and stress. Our commitment to staying informed on current and proposed regulations ensures that your financial strategies are always optimized for your unique situation.
Sheehan & Company, CPA, PC
Welcome to Sheehan & Company, CPA, PC – Your Trusted Partner in Accounting and Financial Advisory Services Located at 165 Orinoco Drive, Brightwaters, New York, Sheehan & Company is a full-service accounting firm dedicated to providing organizations of all sizes with the financial insights and tools necessary to navigate today’s dynamic, fast-paced economy. In a world where new threats and opportunities constantly emerge, we prioritize accuracy, timeliness, and innovation to help you make strategic decisions, capture opportunities, and reallocate resources efficiently.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management - Southampton, NY Welcome to Merrill Lynch Wealth Management, located at 57 Hampton Road, Southampton, New York. As a leading name in the finance sector, our branch is dedicated to providing comprehensive wealth management solutions tailored to your unique needs.
Braunstein Edward
Welcome to Braunstein Edward, your trusted partner for professional legal services in Queens, New York. Conveniently located at 3839 Bell Boulevard, our firm is dedicated to providing exceptional legal counsel and representation tailored to meet the unique needs of each client. With a strong commitment to integrity and excellence, Braunstein Edward specializes in a wide range of legal areas, ensuring comprehensive support for both individuals and businesses in our community. Our experienced team is here to guide you through every step of the legal process, offering personalized attention and strategic solutions to achieve the best possible outcomes. Visit us today to see how we can assist you with your legal needs, or contact us to schedule a consultation. At Braunstein Edward, your peace of mind is our priority.
Johnny Wang at Keller Williams Realty Landmark II
Welcome to Johnny Wang at Keller Williams Realty Landmark II, your trusted real estate partner in Queens, New York. Conveniently located at 57-10 142nd Street, our office is dedicated to providing exceptional service to clients looking to buy, sell, or invest in real estate in the vibrant communities of Queens and beyond. With a deep understanding of the local market and a commitment to personalized service, Johnny Wang and his team are here to guide you every step of the way. Whether you're a first-time homebuyer, a seasoned investor, or looking to sell your property, we tailor our approach to meet your unique needs and goals.
Nelson & Strife Financial Group
Welcome to Nelson & Strife Financial Group Located at 9273 Kellogg Road, New Hartford, New York, Nelson & Strife Financial Group is your trusted partner in navigating the complexities of financial planning. We understand that achieving your long-term financial goals requires strategic planning and informed decision-making. Whether you're aiming to fund your children's education, secure your family's future, or plan for a comfortable retirement, we're here to help you chart a course towards your financial objectives.
Benson Financial Services
Welcome to Benson Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 28 Oneida Street, Oneonta, New York, we are dedicated to empowering you with the knowledge and tools needed to make informed decisions about your financial future. At Benson Financial Services, we specialize in a range of innovative investment strategies designed to meet your unique needs. Whether you're exploring "Income for Life" strategies, "Socially Conscious Investing" opportunities, late-stage college funding plans, or savvy social security planning, we offer solutions tailored to wealth accumulation, preservation, and distribution.
Boxer, Silva & Associates - Ameriprise Financial Services, LLC
Welcome to Boxer, Silva & Associates - Ameriprise Financial Services, LLC, your trusted partner in financial planning and investment management located at 100 Summit Lake Drive, Valhalla, New York 10595. Our dedicated team is committed to helping you achieve your financial goals, whether it's planning for retirement, funding education, or making a significant purchase like a second home. At Boxer, Silva & Associates, we prioritize what's most important to you. Our personalized approach involves understanding your individual goals and risk tolerance to provide tailored investment, asset allocation, and portfolio recommendations. We believe in a collaborative process, documenting your goals, regularly reviewing your progress, and adapting your strategy as life changes occur.
American Financial Network, Inc I Hirsch Ungar
Welcome to American Financial Network, Inc. | Hirsch Ungar, your trusted partner in navigating the world of mortgages and loans. Conveniently located at 9 Perlman Drive, Suite 103, Spring Valley, New York 10977, we are dedicated to helping you find the perfect mortgage solution tailored to your unique needs and circumstances. As a licensed Loan Originator, Hirsch Ungar brings extensive knowledge of various loan types and specialized programs to the table. Whether you're purchasing your first home, a second property, or an investment asset, or if you're considering refinancing an existing mortgage, we are here to guide you every step of the way. Our comprehensive offerings include Conventional, FHA, VA, USDA, Jumbo, and Specialty loan products, ensuring that we can find the right fit for you.
Blauvelt Branch
Welcome to Blauvelt Branch, your trusted financial partner located in the heart of Blauvelt, New York. Situated at Blauvelt, NY 10913, our branch is dedicated to providing exceptional financial services to the local community and beyond. At Blauvelt Branch, we understand that managing finances can be complex, which is why our team of experienced professionals is here to offer personalized solutions tailored to your unique needs. Whether you're looking for personal banking, investment advice, or business financial services, we are committed to helping you achieve your financial goals with integrity and transparency. Visit us today and experience the difference of a local financial institution that puts your needs first.
Hardy Arthur
Welcome to Hardy Arthur Insurance Agency, located at 303 Broadway, Tarrytown, New York. At Hardy Arthur, we believe in empowering our clients with the knowledge and tools necessary to take a proactive approach to their financial well-being. Our website is designed to provide you with a comprehensive understanding of essential financial concepts, including investing, insurance, retirement, estate planning, and wealth preservation. We are committed to offering personalized service and attention, ensuring that each client receives the care and expertise they deserve. Explore our site to learn more about our practice and the wide range of services we provide. We encourage you to utilize this resource frequently for the latest updates and insights.
USALLIANCE Financial
Welcome to USALLIANCE Financial, your trusted partner in achieving financial success. Conveniently located at 41 East Post Road, White Plains, New York, our branch offers a comprehensive range of financial services tailored to meet your needs. As a full-service credit union, we pride ourselves on delivering digital banking solutions that prioritize convenience, personalization, and security. At USALLIANCE Financial, we understand that unforeseen circumstances can arise, and we're committed to supporting our members through challenging financial situations. We provide valuable resources to help you protect yourself from scams, recognize signs of fraud, and access additional financial tools. Explore our extensive resource library filled with informative articles and videos designed to help you reach your financial goals.
Allstate Life Insurance Specialist: Joshua Huertas
Welcome to Allstate Life Insurance Specialist: Joshua Huertas, your trusted insurance agency located in the heart of Eastchester, New York. Situated at 240 Main Street, our office is dedicated to providing personalized and comprehensive life insurance solutions tailored to meet your unique needs. With years of experience and a commitment to exceptional customer service, Joshua Huertas and his team are here to guide you through the complexities of life insurance, ensuring peace of mind for you and your loved ones. Whether you're looking to secure your family's future, plan for retirement, or explore investment opportunities, we offer a wide range of options to help you achieve your financial goals. Visit us today and discover how we can protect what matters most to you. Experience the difference of working with a local specialist who truly cares about your well-being.
ATM Machine at M & J Barbershop
Welcome to the ATM Machine at M & J Barbershop, conveniently located at 4225 White Plains Road, The Bronx, New York 10466, United States. Whether you're a local resident or just passing through, our ATM provides quick and easy access to your cash whenever you need it. At M & J Barbershop, we're not just about great haircuts; we also offer essential financial services through our on-site ATM. This service is designed to save you time and effort, sparing you the need to visit a bank or search for an ATM elsewhere. Our machine is user-friendly, secure, and accessible during the barbershop's business hours.
Bank of America Financial Center
Welcome to the Bank of America Financial Center, conveniently located at 65 Metropolitan Oval in The Bronx, New York. Our center is dedicated to providing a comprehensive range of banking and financial services tailored to meet the needs of our community. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our experienced team is here to assist you every step of the way. At our Financial Center, we pride ourselves on delivering personalized service with a focus on helping you achieve your financial goals. We offer a variety of products and services, including personal and business banking, investment solutions, and wealth management. Our modern facility is equipped with the latest technology to ensure secure and efficient transactions, and our friendly staff is committed to providing exceptional customer service.
Navy Federal Credit Union - ATM
Welcome to the Navy Federal Credit Union ATM located at 300 Steamboat Road, Kings Point, New York 11024. As a trusted financial institution serving the military and their families since 1933, we are proud to offer a wide range of financial services and tools to help you achieve your financial goals. At this convenient ATM location, you can easily access your Navy Federal accounts 24/7. Whether you need to make withdrawals, deposits, loan payments, balance inquiries, or transfers between your accounts, our ATMs provide a seamless experience with your Navy Federal Debit Card and PIN.
Bank of America Financial Center
Welcome to the Bank of America Financial Center, conveniently located at 2770 Broadway in the heart of Manhattan, New York. As a leading financial institution, we are dedicated to providing a comprehensive range of banking and financial services to meet the diverse needs of our community. Whether you're looking to open a new account, apply for a loan, or seek expert financial advice, our team of professional and friendly staff is here to assist you every step of the way. We pride ourselves on delivering exceptional customer service and personalized financial solutions. Visit us today and experience the commitment to excellence that sets Bank of America apart. Your financial well-being is our top priority.
Edward Jones - Financial Advisor: Isaac McCabe
Welcome to Edward Jones - Financial Advisor: Isaac McCabe, your trusted partner in financial planning and investment management, located at 213-33 39th Avenue, Queens, New York 11361. At Edward Jones, we are committed to helping you achieve your financial goals through personalized advice and services tailored to your unique needs. Isaac McCabe, an experienced financial advisor, is dedicated to providing you with the guidance and tools necessary to plan your financial future effectively. Whether you're just starting out or looking to refine your financial strategy, our Starting Point tool and "My Priorities" quiz can help you identify and prioritize your financial objectives, ensuring a comprehensive approach to your financial well-being.
Edward Jones - Financial Advisor: Sharamaurice Thomas
Welcome to Edward Jones - Financial Advisor: Sharamaurice Thomas, your trusted partner in navigating the complexities of financial planning. Conveniently located at 40-05 Broadway, Queens, New York 11103, we are dedicated to providing personalized financial services to help you achieve your goals. At Edward Jones, we understand that planning your financial future is a journey. Our Starting Point tool is designed to guide you through the initial steps, while our "My Priorities" quiz helps identify your key financial objectives, laying the groundwork for a comprehensive financial strategy tailored just for you.
Chase Bank
Welcome to Chase Bank, conveniently located at 160 Columbus Avenue in the heart of Manhattan, New York. As a leading provider in the financial sector, Chase Bank offers a comprehensive range of services designed to meet your banking and financial needs. Whether you're looking for convenient ATM access, personal banking solutions, or expert financial guidance, we are here to assist you. At Chase Bank, we prioritize your business's success with tailored Business Banking solutions. Our dedicated team of business professionals is ready to help you improve cash flow, provide credit solutions, and manage payroll efficiently. Take advantage of our online and mobile services, business credit cards, and specialized payment acceptance solutions to elevate your business operations.
Chase Bank
Welcome to Chase Bank at 461 West 34th Street, Manhattan, New York Located in the heart of Manhattan, Chase Bank is your trusted partner for all your banking and financial needs. Whether you're looking for a convenient ATM, comprehensive banking services, or expert financial advice, our branch at 461 West 34th Street offers a wide range of solutions designed to meet your needs.
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