Angela Mwanza
45 Rockefeller Plaza Floor 5 New York, NY 10111(212) 549-5505
Keywords: family business succession planning, legacy and intergenerational wealth planning
Burner Law Group, P.C.
45 West 34 St. New York, NY 10001(212) 867-3520
Keywords: Business Succession Planning, Elder Law/Medicaid Planning, Estate Planning, Special Needs Planning, Estate Planning for High Networth Individuals
Focus Financial Partners
875 Third Avenue 28th Floor New York, NY 10022(646) 519-2456
Website | Email
Keywords: Succession Planning, Financial Planning, Successions
Serge Tinovsky, RICP | New York, NY
168 Canal Street New York, NY 10013(212) 945-1169
Keywords: Retirement planning (IRA'S/Pensions/401k's/403b's), Business Continuation and Succession, Charitable Planning
Dwayne R. Norris, New York Life
420 Lexington Ave. New York, NY 10170(646) 339-1255
Keywords: Business & Succession Planning
Stifel | Andrew Hutsell
1095 Avenue of the Americas 4th Floor New York, NY 10036(212) 328-2027
Website | Email
Keywords: Business Succession Planning, Estate Planning, Insurance Planning, Retirement planning (IRA'S/Pensions/401k's/403b's), Fee-Based Financial Planning, Educational planning (529's/UGMA/UTMA)
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Stifel | The Peris-Supper Group
3 Bryant Park 3rd Floor New York, NY 10036(212) 328-2518
Website | Email
Keywords: Business Succession Planning, Financial Planning & Investments, Estate Planning, Tax Planning, Retirement planning (IRA'S/Pensions/401k's/403b's), Educational planning (529's/UGMA/UTMA)
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Castle Financial
590 Madison Avenue 21st Floor New York, NY 10022(212) 521-4348
Website
Keywords: Business Succession Planning, Financial Planning, Retirement Planning, Estate Planning / Protecting and Preserving Your Estate, Income Tax Planning / Reducing Your Income Taxes, College Expense Planning, Family Elder Law Planning, Business Continuity Planning, Charitable Gift Planning, Comprehensive Legacy Planning and Multi-Generational Wealth Transfer counseling
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Zodiac Wealth Management
122 East 42nd Street New York City, NY 10168(646) 666-5040
Keywords: Succession Planning, 401(k) and 403(b) Planning, Estate Planning, College Planning, Business Planning, Exit Planning, Executive Compensation Planning
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