Estate Planning Attorneys in Ballston Spa, NY

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List of Firms

Top Ballston Spa, NY Estate Planning Law Firms

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Walsh & Walsh, LLP
Location 42 Long Alley, Saratoga Springs, NY 12866, USA
Phone (518) 583-0171
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Engel Law Offices
Location 1104 Middleline Rd, Ballston Spa, NY 12020, USA
Phone (518) 490-1770
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Ginley & Gottmann
5 out of 5
Location 96 Ballston Ave, Saratoga Springs, NY 12866, USA
Phone (518) 583-1515
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Rosch & Conners
SEC File# 801-68026
CRD# 118945
5 out of 5
Location 20 Church Ave, Ballston Spa, NY 12020, USA
Phone (518) 885-5359
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Herzog Law Firm, P.C.
5 out of 5
Location 47 W Harrison St 1st floor, Saratoga Springs, NY 12866, USA
Phone (518) 581-8131
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Brown Craig & Hunt
4 out of 5
Location 1 E High St #1804, Ballston Spa, NY 12020, USA
Phone (518) 885-9292
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Arpey John W
Location 2911 US-9, Ballston Spa, NY 12020, USA
Phone (518) 584-2200
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Kimberly A Salerno Law Office
4 out of 5
Location 199 Milton Ave #2, Ballston Spa, NY 12020, USA
Phone (518) 309-3404
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Law Office of Julie A. Gazetos, P.C.
Location 57 Chapman St, Ballston Spa, NY 12020, USA
Phone (518) 636-6188
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Cromie John J
4 out of 5
Location 132 Bath St, Ballston Spa, NY 12020, USA
Phone (518) 885-8451
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Alyson Clark Law
Location 199 Milton Ave, Ballston Spa, NY 12020, USA
Phone (518) 222-8140
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Elizabeth A. Byrne LLC
5 out of 5
Location 203 Church St, Saratoga Springs, NY 12866, USA
Phone (518) 450-0327
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Burke & Casserly, PC
4 out of 5
Location 255 Washington Ave Ext ste 104, Albany, NY 12205, USA
Phone (518) 452-1961
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O'Connell and Aronowitz
5 out of 5
Location 1 Court St, Saratoga Springs, NY 12866, USA
Phone (518) 584-5205
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Shartrand Jo Ann
4 out of 5
Location 112 Spring St, Saratoga Springs, NY 12866, USA
Phone (518) 306-4800
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Trainor Law PLLC
5 out of 5
Location 2452 US-9, Malta, NY 12020, USA
Phone (518) 899-9200
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John C. Mannix, Jr. Attorney and Counselor at Law
5 out of 5
Location 198 Church St, Saratoga Springs, NY 12866, USA
Phone (518) 581-9615
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Donnellan Law, PLLC
5 out of 5
Location 658 Malta Ave Suite 201, Ballston Spa, NY 12020, USA
Phone (518) 602-3820
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Gottmann Steven H
5 out of 5
Location 96 Ballston Ave, Saratoga Springs, NY 12866, USA
Phone (518) 583-1515
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Casey and Casey
4 out of 5
Location 308 Ushers Rd, Ballston Lake, NY 12019, USA
Phone (518) 877-4900
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Fowler, Doyle, Spiess & Florsch, PLLC
5 out of 5
Location 317 Brick Church Rd, Troy, NY 12180, USA
Phone (518) 663-4167
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Estate Planning Lawyers in Ballston Spa, NY

Where Estate Planners in Ballston Spa, NY Serve

Nestled in the heart of Saratoga County, Ballston Spa, NY is a quaint village with a rich history and an abundance of cultural landmarks. From the iconic National Bottle Museum to the historic Brookside Museum and the charming Ballston Spa Farmer's Market, there is no shortage of things to see and do. When it comes to employment, Ballston Spa is home to a diverse range of top employers, including the Ballston Spa Central School District, Curtis Lumber, and Quad/Graphics. The village is also conveniently located near major highways, such as Interstate 87 and Route 50, making it easy to commute to nearby cities like Albany and Saratoga Springs. As for neighborhoods, Ballston Spa is home to a variety of unique and vibrant communities, each with its own distinct character and charm. From the quaint and cozy homes in the village center to the sprawling estates in the surrounding countryside, there is truly something for everyone in this charming village.

Financial Services Related to Estate Planning in Ballston Spa, NY

Banks and Credit Unions

Residents of Ballston Spa, NY would be helped by a bank in a number of ways. Firstly, a bank could provide them with access to a range of financial products and services, such as savings accounts, personal loans, and mortgages. This could help residents to save money, invest in their future, and purchase their own homes. Additionally, a bank could provide financial advice and guidance to residents, helping them to make informed decisions about their money and investments. For example, a bank could provide guidance on how to save for retirement or how to invest in the stock market. Finally, a bank could also provide important community support by sponsoring local events and initiatives that benefit the residents of Ballston Spa. Overall, a bank could play a vital role in supporting the financial wellbeing and prosperity of the residents of Ballston Spa, NY.

Insurance Broker

Residents of Ballston Spa, NY can benefit greatly from the services of an insurance broker. With the town's proximity to Saratoga Springs and its growing population, an insurance broker can help residents find the best coverage for their needs. For example, with the town's history of flooding, an insurance broker can help homeowners find flood insurance that provides adequate protection. Additionally, an insurance broker can help residents navigate the complexities of health insurance and find a plan that fits their budget and healthcare needs. Overall, an insurance broker can provide valuable guidance and support in protecting the financial well-being of Ballston Spa residents.

Retirement Planning

Residents of Ballston Spa, NY can benefit greatly from the services of a retirement planner. With the town's population steadily increasing, it's important for residents to have a solid plan in place for their retirement years. A retirement planner can help individuals assess their current financial situation, set realistic goals for their retirement, and create a personalized plan to achieve those goals. For example, a retirement planner could help a resident of Ballston Spa who works in the tourism industry plan for retirement by taking into account the seasonal fluctuations in income. With the help of a retirement planner, residents of Ballston Spa can feel confident that they are on track to achieve their retirement dreams.

Wealth Management

Residents of Ballston Spa, NY can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by developing a personalized financial plan that takes into account the unique needs and goals of each individual. For example, many residents of Ballston Spa work in the tech industry, which can lead to fluctuating incomes and complex stock options. A wealth manager can help navigate these complexities and create a plan that maximizes returns while minimizing risk. Additionally, Ballston Spa is a popular tourist destination, which can create opportunities for real estate investment or short-term rentals. A wealth manager can provide guidance on these types of investments and help residents make informed decisions that align with their financial goals. Overall, a wealth manager can be a valuable resource for anyone in Ballston Spa who wants to build and protect their wealth for the long-term.

Financial Advisor

Residents of Ballston Spa, NY could benefit greatly from the expertise of a financial advisor. With a population of just over 5,000 people, Ballston Spa is a small town with a tight-knit community. Many residents may not have access to the same financial resources as those in larger cities, which is where a financial advisor can come in handy. For example, a financial advisor could help residents plan for retirement or save for their children's education. They could also provide guidance on investing in the local economy, such as supporting small businesses in the area. Overall, a financial advisor can help residents of Ballston Spa navigate their financial goals and make informed decisions about their money.

Mortgage Loan Officer

Residents of Ballston Spa, NY could greatly benefit from the expertise of a mortgage loan officer. Whether they are looking to purchase their first home or refinance an existing one, a loan officer can guide them through the process and help them find the best loan options available. In a town where the median home value is $193,000, according to Zillow, finding affordable financing is crucial. A loan officer can also assist with navigating local programs and incentives, such as the Ballston Spa Community Development Authority's Home Improvement Grant Program, which provides funding for home repairs and upgrades. With the help of a mortgage loan officer, residents of Ballston Spa can achieve their homeownership goals and secure a bright future for themselves and their families.

Tax Services

Residents of Ballston Spa, NY would greatly benefit from the expertise of a tax advisor. With the town's proximity to the state capital and its growing population, there are many tax laws and regulations that can be confusing and overwhelming for individuals. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Additionally, Ballston Spa is home to many small businesses, and a tax advisor can provide invaluable advice on tax planning and compliance, helping these businesses to thrive and grow. Overall, a tax advisor can provide peace of mind and financial security to the residents of Ballston Spa, NY.

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