Estate Planning Attorneys in Monroe County, NY

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List of Firms

Top Monroe County, NY Estate Planning Law Firms

Gallo & Iacovangelo, LLP
4 out of 5
Location 180 Canal View Blvd #100, Rochester, NY 14623, USA
Phone (585) 454-7145
Directions
Weinstein & Randisi
5 out of 5
Location 290 Linden Oaks # 200, Rochester, NY 14625, USA
Phone (585) 248-3800
Directions
Estate Planning Lawyers in Monroe County, NY

Where Estate Planners in Monroe County, NY Serve

Monroe County, NY is a bustling hub of activity, with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the stunning Highland Park and its famous Lilac Festival, to the iconic George Eastman Museum and its world-renowned photography collection, Monroe County offers something for everyone. The county is home to major employers such as the University of Rochester, Wegmans, and Paychex, and is conveniently located near major highways like the New York State Thruway and Interstate 490. The neighborhoods in Monroe County are as varied as they are vibrant, from the trendy and eclectic Park Avenue area to the historic and charming Corn Hill district. With so much to see and do, it's no wonder Monroe County is a popular destination for visitors and a beloved home for its residents.

Financial Services Related to Estate Planning in Monroe County, NY

Banks and Credit Unions

Residents of Monroe County, NY can benefit from a bank in a multitude of ways. For instance, a bank can provide financial assistance to individuals looking to purchase a home in the area. Monroe County, NY has a diverse housing market, with a mix of urban and suburban neighborhoods. A bank can offer mortgage options that cater to the unique needs of residents in this area. Additionally, a bank can provide access to loans for small businesses that are looking to grow and create jobs in the community. This can help stimulate the local economy and provide more opportunities for residents. Overall, a bank can be a valuable resource for individuals and businesses in Monroe County, NY looking to achieve their financial goals.

Insurance Broker

Residents of Monroe County, NY can greatly benefit from the services of an insurance broker. With the diverse range of industries and businesses in the area, an insurance broker can help individuals and companies find the right insurance policies to fit their unique needs. For example, with the high number of healthcare providers in the area, an insurance broker can assist residents in finding the best health insurance plans that will cover their medical needs. Additionally, with the unpredictable weather in Monroe County, an insurance broker can help homeowners and renters find the right insurance policies to protect their property from natural disasters such as floods or snowstorms. Overall, an insurance broker can provide valuable guidance and support to residents of Monroe County, NY in navigating the complex world of insurance.

Retirement Planning

Residents of Monroe County, NY can benefit greatly from the guidance of a retirement planner. With a population of over 740,000 people, many individuals may not know where to start when it comes to planning for their retirement. A retirement planner can help residents of Monroe County, NY by providing personalized advice on how to save for retirement, how to invest their money wisely, and how to create a comprehensive retirement plan. Additionally, a retirement planner can help residents navigate the specific retirement options available in Monroe County, NY, such as the New York State Teachers' Retirement System and the New York State and Local Retirement System. By working with a retirement planner, residents of Monroe County, NY can feel confident that they are taking the necessary steps to secure their financial future.

Wealth Management

Residents of Monroe County, NY can benefit greatly from the services of a wealth manager. With a population of over 740,000 people, Monroe County is the 9th most populous county in New York State. Due to its size and diverse economy, residents in Monroe County have unique financial needs that require personalized attention. A wealth manager can help Monroe County residents navigate their financial goals by providing tailored investment strategies, tax planning, and estate planning services. For example, a wealth manager can help residents in the county plan for the high cost of living in the Rochester metropolitan area, where housing, healthcare, and education expenses can be significant. With the help of a wealth manager, Monroe County residents can achieve their financial goals with confidence and peace of mind.

Financial Advisor

Residents of Monroe County, NY could benefit from the services of a financial advisor in various ways. One of the most common ways is by helping them plan for retirement. With a large population of aging baby boomers in Monroe County, NY, a financial advisor can help individuals create a retirement plan that takes into account their unique financial situation and goals. Additionally, a financial advisor can assist with managing debt, creating a budget, and investing in the local economy. For example, Monroe County, NY has a thriving tech industry, and a financial advisor can help residents invest in local tech companies that have the potential for growth. Overall, a financial advisor can provide valuable guidance to Monroe County, NY residents to help them achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Monroe County, NY looking to buy a home or refinance their current mortgage can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to save up enough money for a down payment or to secure a favorable interest rate. A loan officer can help guide them through the process, providing advice on the best loan options available to them based on their financial situation and credit history. Additionally, with the unique housing market in Monroe County, NY, a loan officer can provide insight into the local real estate market, helping residents make informed decisions about their home purchase or refinance. Overall, a mortgage loan officer can be a valuable resource for residents of Monroe County, NY looking to navigate the complex world of home financing.

Tax Services

Residents of Monroe County, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all the tax credits and deductions available to them. For example, Monroe County residents may be eligible for the New York State School Tax Relief (STAR) program, which provides a partial exemption from school property taxes. A tax advisor can help residents navigate the often complex tax laws and regulations to ensure they are maximizing their tax savings. Additionally, a tax advisor can assist with tax planning, helping residents to make informed decisions about investments, retirement savings, and other financial matters. With the help of a tax advisor, residents of Monroe County can feel confident that they are making the most of their money and minimizing their tax burden.

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