TOP 10 Wills trusts estate planning in New York
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Bank of America Financial Center
Welcome to the Bank of America Financial Center, conveniently located at 781 Eastern Parkway, Brooklyn, New York 11213. As a premier banking institution, we are committed to providing exceptional 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 knowledgeable team is here to assist you every step of the way. Our modern facility offers a full range of banking services, including personal and business banking, investment solutions, and wealth management. Visit us today and experience the personalized service and financial expertise that set us apart. Your financial success is our priority at the Bank of America Financial Center.
Dime Community Bank
Welcome to Dime Community Bank, your trusted financial partner located at 300 Cadman Plaza West, Brooklyn, New York. With a rich history spanning over 156 years, we have been dedicated to helping New Yorkers achieve their dreams of homeownership and assisting real estate professionals in running efficient businesses. Our commitment extends to a wide range of professional services, including medical practices, accounting firms, and legal professionals, offering tailored solutions to manage cash flow, payments, and business growth. At Dime, we offer an array of products and services designed to meet your business financing needs, including SBA Loans, Express Loans, and more. Our expert team is equipped with the right people, products, solutions, and technology to help your business thrive. Whether it's through our Dime debit card or our custom solutions for treasury management, we ensure that you stay connected and in control.
Chase Bank
Welcome to Chase Bank, conveniently located at 1308 Fulton Street, Brooklyn, New York 11216. As a trusted financial institution, we are dedicated to serving the diverse banking and financial needs of our community. Our services include a full range of banking options, from ATMs for quick cash access to comprehensive financial solutions tailored for both personal and business needs. At Chase, we understand the importance of financial growth and security. Our Business Banking services provide expert guidance to help improve cash flow, offer credit solutions, and manage payroll efficiently. We also offer online and mobile banking services, business credit cards, and payment acceptance solutions specifically designed to meet the unique needs of businesses.
ATM Machine at Shun Chang Laundromat Inc
Welcome to ATM Machine at Shun Chang Laundromat Inc, your premier destination for all things ATM-related in Brooklyn, New York. Conveniently located at 936 Utica Avenue, we offer a comprehensive range of services tailored to meet the needs of entrepreneurs, business owners, and anyone interested in the lucrative world of ATM businesses. Are you exploring the ATM industry or in search of ATM machines and processing solutions? Look no further! At ATM Machine at Shun Chang Laundromat Inc, we provide insights into the secrets and strategies that successful ATM owners use to generate passive income. Our expertise can help you save on credit card fees, retain customers, and even earn additional revenue by owning or hosting an ATM.
MASOUD FINANCIAL
Welcome to Masoud Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 7124 5th Avenue in the heart of Brooklyn, New York, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. At Masoud Financial, we offer a comprehensive range of services designed to support your financial well-being. Whether you're seeking expert advice on investments, retirement planning, tax strategies, or business financial management, our knowledgeable advisors are here to guide you every step of the way. We pride ourselves on our client-focused approach, ensuring that you receive the highest level of service and attention.
Aimdar Advisory Group 安达财富 | 商业保险 | 人寿保险 | 医疗保险 | 理财
Welcome to Aimdar Advisory Group, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 9920 4th Avenue, Brooklyn, New York, we specialize in providing tailored solutions for business, life, and health insurance, as well as comprehensive financial planning services. Our team of experts is dedicated to helping both businesses and families achieve their financial goals with confidence and peace of mind. Whether you're seeking advice on commercial insurance or need guidance on personal wealth management, Aimdar Advisory Group is here to support you every step of the way.
Demonaco Agency
Welcome to Demonaco Agency, your trusted partner in comprehensive insurance solutions, located at 314 Kings Highway, Brooklyn, New York. At Demonaco Agency, we understand that safeguarding your assets and securing your future is a top priority. Our dedicated team of experienced professionals is committed to providing personalized insurance services tailored to meet your unique needs. We offer a wide range of insurance products, including home, auto, life, and business insurance, ensuring that every aspect of your life is protected. Our client-centric approach ensures that we take the time to understand your specific requirements and provide solutions that offer peace of mind.
Antonio Chang, CPA.
Welcome to Antonio Chang, CPA, your trusted partner in financial success. Located at 100 Colfax Avenue, Staten Island, New York 10306, we specialize in providing top-quality financial advisory services tailored to meet your unique needs and objectives. Our excellent team of skilled and experienced advisors is dedicated to crafting personalized financial plans and offering sound solutions that align with your personal goals. At Antonio Chang, CPA, we believe in a collaborative approach, working closely with you to ensure the best chance at success. Our staff is not only well-trained and professional but also stays up-to-date with the latest news and global investment trends, ensuring that our advice is both current and relevant.
Capital Works Funding
Welcome to CapitalWORKS Funding, your trusted partner in business financing solutions located at 5379 Arthur Kill Road, Staten Island, New York. With over 35 years of experience, our dedicated team of Senior Underwriters, Financial Advisors, and Compliance Directors work collaboratively to provide tailored financial solutions for businesses of all sizes. Our unique approach allows us to offer practical and customized financing options that help you build or expand your company. At CapitalWORKS Funding, we specialize in a wide range of debt finance products, including revenue-based financing, bridge/interim loans, mezzanine and preferred equity financing, structured and construction loans, as well as permanent financial products. Our expertise extends to both commercial and residential real estate finance, ensuring highly responsive service and competitive capital sources that remove uncertainty from the financing process.
ATM Machine at Mei Lin Hair Salon
Welcome to the ATM Machine at Mei Lin Hair Salon, conveniently located at 7001 Amboy Road, Staten Island, New York 10307. Our ATM service, nestled within the vibrant community of Staten Island, offers more than just cash withdrawals. Whether you're a business owner looking to reduce credit card fees or an entrepreneur interested in the lucrative world of ATM ownership, we've got you covered. Explore the potential of the ATM business with our comprehensive resources and guidance. Learn how owning an ATM can create a steady stream of passive income with minimal effort. Our ATMs are available at competitive prices, with options for both new and refurbished models to suit various business needs and foot traffic levels.
Chase Bank
Welcome to Chase Bank, conveniently located at 895 Merrick Road, Copiague, New York 11726, United States. As a leading provider in ATM, banking, and financial services, Chase Bank is committed to offering a comprehensive range of products and solutions tailored to meet your financial needs. At Chase, we provide personalized guidance through our Business Banking services, where a dedicated team of professionals is ready to assist you in improving cash flow, offering credit solutions, and managing payroll efficiently. Our suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions, all designed with your business in mind.
Sound Risk Management Corp.
Welcome to Sound Risk Management Corp., your trusted partner in navigating the complex world of insurance. Located at 428 New York 25A, Miller Place, New York 11764, we specialize in providing comprehensive insurance solutions tailored to protect your most valuable assets. Our team of dedicated professionals becomes an integral part of your team, offering expert advice and customized insurance plans that ensure peace of mind. Our extensive range of services includes General Liability, Commercial Property, Workers Compensation, Umbrella/Excess, Commercial Auto, Contractors Liability, Employment Practices, Directors and Officers, Cyber Liability, Builders Risk, Bonds, and more. Whether you're a General Contractor, Sub-Contractor, Home Remodeler, Tradesman, or a property owner, we help you manage the significant liabilities and financial risks associated with your industry, particularly in the challenging New York construction market.
Luss Group
Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
Teachers Federal Credit Union
Welcome to Teachers Federal Credit Union, your trusted partner in financial success located at 5145 Nesconset Highway, Port Jefferson Station, New York. As a leading financial institution, we pride ourselves on offering industry-best savings solutions that help you earn more. With our Smart Checking account, you can earn 16 times the national average, making your money work harder for you. Our commitment to your financial well-being doesn't stop there. We offer competitive credit card rates, tailored to meet your needs, and a range of mortgage solutions whether you're buying a new home or leveraging your equity. At Teachers, we believe in empowering our community, supporting non-profits that focus on education, research, health, human services, and economic development through charitable giving, partnerships, and scholarships.
Manhattan Transfer Registrar Co.
Welcome to Manhattan Transfer Registrar Co., your trusted partner in financial services located in the heart of Port Jefferson, New York. Situated at 38B Sheep Pasture Road, our firm specializes in providing comprehensive financial solutions tailored to meet the unique needs of our clients. With a commitment to excellence and integrity, we offer a wide range of services designed to simplify and enhance your financial experience. Whether you are an individual investor or a corporation, our experienced team is dedicated to delivering personalized service and expert guidance to help you achieve your financial goals. Discover the difference of working with a company that values your success as much as you do. Visit us today and let Manhattan Transfer Registrar Co. be your gateway to financial prosperity.
Edward Jones - Financial Advisor: Roodmy Cesar
Welcome to Edward Jones - Financial Advisor: Roodmy Cesar, your trusted partner in navigating the path to financial success. Conveniently located at 542 North Country Road, Saint James, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs. At Edward Jones, we understand the importance of planning for your financial future. Our comprehensive suite of tools and resources, including the Starting Point tool and the "My Priorities" quiz, are designed to help you identify and achieve your financial goals. Whether you're planning for retirement, saving for education, or looking to grow your investments, we're here to guide you every step of the way.
Chase Bank
Welcome to Chase Bank, conveniently located at 705 Smithtown Bypass in Smithtown, New York. As a leading provider in the finance sector, we offer a comprehensive range of services including ATM access, personal and business banking, and financial solutions tailored to meet your needs. At Chase Bank, we understand the unique challenges faced by businesses, which is why our Business Banking team is dedicated to providing expert guidance to help you improve cash flow, access credit solutions, and manage payroll efficiently. Our suite of services also includes online and mobile banking, business credit cards, and payment acceptance solutions designed to streamline your business operations.
Jim Salveson - State Farm Insurance Agent
Welcome to Jim Salveson - State Farm Insurance Agent, your trusted local insurance agency located at 2604 New York 112, Medford, New York 11763. As the New Year unfolds, it's the perfect time to evaluate your financial goals and insurance needs. Our experienced team is here to help you get started on the right track, ensuring peace of mind for you and your family. At Jim Salveson State Farm Agency, we offer a range of services to meet your needs, from Auto, Home, Life, and Health Insurance to retirement planning options like SEP IRA, SIMPLE IRA, and 401k plans. These retirement solutions are designed to help small businesses attract and retain top talent while securing their future.
Rob Piscatelli - Branch Manager, Ameriprise Financial Services, LLC
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.
Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC
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.
Ameriprise Financial: Matarazzo Jr Arthur
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.
The First National Bank of Long Island
Welcome to The First National Bank of Long Island, located at 150 Motor Parkway, Hauppauge, New York 11788. As a trusted institution in the bank and finance sector, we are committed to providing our community with exceptional financial services. Whether you're looking to explore our featured CD and IRA rates or need assistance with your savings goals, our team is here to help. Please note our holiday hours: We will be closing early at 3:00 PM on Wednesday, July 3, and will remain closed on Thursday, July 4, in celebration of the holiday. However, our Online, Mobile, and Telephone Banking services are available 24/7 for your convenience.
Daniel Smiles - Mortgage Loan Officer
Welcome to Daniel Smiles - Mortgage Loan Officer, your trusted partner in navigating the world of home financing. Located conveniently at 530 William Floyd Parkway, Shirley, New York, we are dedicated to helping you achieve your dream of homeownership with ease and confidence. At Daniel Smiles, we understand that securing a mortgage can be a complex and overwhelming process. That's why we are committed to providing personalized and comprehensive mortgage solutions tailored to your unique needs. Whether you're a first-time homebuyer, looking to refinance, or exploring investment opportunities, our expertise and guidance will ensure you make informed decisions.
Nichol Bodden - Mortgage Loan Officer
Welcome to Nichol Bodden - Mortgage Loan Officer, your trusted partner in navigating the path to homeownership and financial success. Conveniently located at 3560 Veterans Memorial Highway, Bohemia, New York, we are committed to serving the vibrant community of Bohemia and the surrounding areas with exceptional mortgage and financial services. At Nichol Bodden - Mortgage Loan Officer, we understand that purchasing a home is one of the most significant financial decisions you will make. Whether you're a first-time homebuyer, looking to refinance, or interested in investment properties, we are here to provide personalized guidance and tailored solutions to meet your unique needs.
Kuttin Wealth Management - Ameriprise Financial Services, LLC
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.
Maria Cappa - Financial Advisor, Ameriprise Financial Services, LLC
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.
Christopher Sackman - Financial Advisor, Ameriprise Financial Services, LLC
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.
Rocco A. Carriero Wealth Partners - Ameriprise Financial Services, LLC
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.
Bank of New York Mellon
Welcome to the Bank of New York Mellon, conveniently located at 32 Station Road, Bellport, New York. As a leading global financial institution, we are committed to providing exceptional banking and financial services tailored to meet the diverse needs of our community. Whether you're looking for personal banking solutions, investment management, or access to our state-of-the-art ATM services, our experienced team is here to assist you every step of the way. Visit us today and experience the trusted expertise and customer-focused service that the Bank of New York Mellon is renowned for. Your financial future starts here.
Edward Jones - Financial Advisor: Lily Kowasz
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.
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