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Category: Estate Planning and Management

Showing: 258 results for Estate Planning and Management
near Purchase, NY

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Western & Southern Financial Group, Inc.

Financial Services, Insurance Companies, Retirement Planning Services ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

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Service Area

Serving the following areas:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
not BBB accredited
(513) 362-2359

66 Church St.,
White Plains, NY 10601

D'Arcangelo & Co., LLP

CPA, Tax Return Preparation, Estate Planning and Management

not BBB accredited
(914) 694-4600

800 Westchester Ave Ste N400,
Rye Brook, NY 10573-1301

Probate Advance LLC

Inheritance Funding Company, Estate Planning and Management

BBB Rating: A+
Service Area

Serving the following areas:

  • USA
Accredited BusinessAccredited Business
(866) 393-3612

800 Westchester Ave Ste N403,
Rye Brook, NY 10573-1354

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Financial Tax Reports LLP

Accounting, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Westchester County, NY
Accredited BusinessAccredited Business
(914) 421-7732

65 Court St Ste 5,
White Plains, NY 10601-4221

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Sternbach & Rose, CPAs, P.C.

CPA, Tax Return Preparation, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • NY
Accredited BusinessAccredited Business
(914) 940-4449

115 E Stevens Ave Ste 100,
Valhalla, NY 10595-1272

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TFS (Tax and Financial Solutions) LLC

Financial Planning Consultants, Financial Services, Estate Planning and Management ...

not BBB accredited
(914) 741-0200

370 Elwood Ave Ste 201,
Hawthorne, NY 10532-1258

Barnum Financial Group, LLC

Financial Services, Financial Planning Consultants, Retirement Planning Services ...

BBB Rating: A-

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

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Service Area

Serving the following areas:

Nationwide

  • USA
Accredited BusinessAccredited Business
(203) 513-6000

225 High Ridge Rd Ste 1,
Stamford, CT 06905-3034

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Angliss & Colohan, P.C.

CPA, Tax Return Preparation, Business Services ...

BBB Rating: A+
Service Area

Serving the following areas:

<p>Connecticut, Massachusetts, New Jersey, New York, and Rhode Island</p>

  • CT
  • MA
  • NJ
  • NY
  • RI
Accredited BusinessAccredited Business
(203) 357-1040

50 Woodbury Ave,
Stamford, CT 06907-2422

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Gaber, Berard & Associates, LLP

CPA, Tax Return Preparation, Tax Consultant ...

Service Area

Serving the following areas:

  • Rockland County, NY
not BBB accredited
(845) 623-4500

365 Route 304 Ste 202,
Bardonia, NY 10954-1601

Strategic Financial Group Inc.

Insurance Agent, Investment Management, Estate Planning and Management

BBB Rating: A+
not BBB accredited
(973) 265-2862

550 Sylvan Ave. Suite 9,
Englewood Cliffs, NJ 07632-3122

Kibbe & Iasiello, Attorneys At Law

Lawyers, Real Estate Lawyers, Family Lawyers ...

not BBB accredited
(914) 962-5513

1961 Commerce St,
Yorktown Hts, NY 10598-4411

Oberst DeFala Law, PC

Lawyers, Personal Injury Lawyers, Estate Planning Attorneys ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 06430
  • 06431
  • 06432
  • 06820
  • 06824
  • 06825
  • 06828
  • 06830
  • 06831
  • 06832
  • 06836
  • 06850
  • 06851
  • 06852
  • 06854
  • 06856
  • 06857
  • 06858
  • 06859
  • 06860
Accredited BusinessAccredited Business
(203) 866-4646

111 East Ave Ste 333,
Norwalk, CT 06851-5014

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Price Meese Shulman & D'Arminio, PC

Lawyers, Transportation, Personal Injury Lawyers ...

BBB Rating: A+
Accredited BusinessAccredited Business
(201) 391-3737

50 Tice Blvd Suite 380,
Woodcliff Lake, NJ 07677-7681

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MJP Wealth Advisors

Financial Services, Retirement Planning Services, Insurance Agent ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • CT
  • MA
  • NY
not BBB accredited
(203) 303-7036

320 Post Rd W Ste 210,
Westport, CT 06880-4743

My Family Plan Company

Financial Technology, Financial Planning Consultants, Estate Planning and Management ...

BBB Rating: A
Service Area

Serving the following areas:

  • NY
Accredited BusinessAccredited Business
(914) 555-8299

4 Revere Ct,
Somers, NY 10589-2816

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