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Home » New York NY » Finance

Estate-Planning Mistakes New York NY

If you harbor deep-seated negative feelings toward your family, follow these steps to foster even more bad blood after you're gone. If you don't want to leave a mess for your family, you need to bone up on the subject. Spend at least as much time on it as you would researching a car before buying it.

Local Companies

Timothy Clark
Greystone Wealth Advisors LLC

914-232-3773
330 Madison Avenue
New York, NY
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Timothy Clark
Greystone Wealth Advisors LLC
914-232-3773
330 Madison Avenue
New York, NY 10017

Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, High Net Worth Client Needs, Middle Income Client Needs, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, BA, MBA

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Guy McPhail
Traust Sollus Wealth Management, LLC

(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY
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Guy McPhail
Traust Sollus Wealth Management, LLC
(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY 10174

Expertises
Retirement Plan Investment Advice, High Net Worth Client Needs, Ongoing Investment Management, Tax Planning, Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

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Stanley Altmark
Joel Isaacson & Co., LLC

(212) 302-6300
546 Fifth Avenue, 20th Floor
New York, NY
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Stanley Altmark
Joel Isaacson & Co., LLC
(212) 302-6300
546 Fifth Avenue, 20th Floor
New York, NY 10036

Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

Data Provided by:
 
David Frisch
Frisch Financial Group, Inc.

212-983-8444
100 Park Avenue, Suite 1600
New York, NY
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David Frisch
Frisch Financial Group, Inc.
212-983-8444
100 Park Avenue, Suite 1600
New York, NY 10017

Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Data Provided by:
 
Joyce Streithorst
Frisch Financial Group, Inc.

212-983-8444
100 Park Avenue, Suite 1600
New York, NY
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Joyce Streithorst
Frisch Financial Group, Inc.
212-983-8444
100 Park Avenue, Suite 1600
New York, NY 10017

Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Divorce Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, MSFS

Data Provided by:
 
Philip Capell
Piermont Wealth Management Inc.

(212) 983-8525
100 Park Avenue, Suite 1600
New York, NY
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Philip Capell
Piermont Wealth Management Inc.
(212) 983-8525
100 Park Avenue, Suite 1600
New York, NY 10017

Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Divorce Planning, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, MS

Data Provided by:
 
Annette Clearwaters
Clarity Investments + Planning LLC

(212) 730-7029
60 East 42nd Street, Suite 1600
New York, NY
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Annette Clearwaters
Clarity Investments + Planning LLC
(212) 730-7029
60 East 42nd Street, Suite 1600
New York, NY 10165

Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, College/Education Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Data Provided by:
 
Darin Schnall
Schnall Advisory Services

(212) 967-6155
350 Fifth Avenue, Suite 3505
New York, NY
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Darin Schnall
Schnall Advisory Services
(212) 967-6155
350 Fifth Avenue, Suite 3505
New York, NY 10118

Expertises
Planning Concerns for Corporate Executives, Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Hourly Financial Planning Services, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA, MBA

Data Provided by:
 
Gerard Barrasso
United Financial Planning Group, LLC

631-234-0871
5 Penn Plaza
New York, NY
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Gerard Barrasso
United Financial Planning Group, LLC
631-234-0871
5 Penn Plaza
New York, NY 10001

Expertises
Tax Planning, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Planning Issues for Business Owners, Middle Income Client Needs, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Data Provided by:
 
Albert Zdenek
Traust Sollus Wealth Management, LLC

(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY
View More Info
Albert Zdenek
Traust Sollus Wealth Management, LLC
(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY 10174

Expertises
High Net Worth Client Needs, Ongoing Investment Management, Tax Planning, Advising Medical Professionals, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MBA

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