Estate Planning Attorneys in Ontario County, NY

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List of Firms

Top Ontario County, NY Estate Planning Law Firms

Gardner Pamela J
5 out of 5
Location 330 East Ave, Newark, NY 14513, USA
Phone (315) 331-6621
Directions
Buckley Timothy J
4 out of 5
Location 117 Washington St, Geneva, NY 14456, USA
Phone (315) 781-1455
Directions
John P. Morell
4 out of 5
Location 224 E Main St, Palmyra, NY 14522, USA
Phone (315) 597-4026
Directions
Underberg & Kessler LLP
4 out of 5
Location 23 Sly St, Canandaigua, NY 14424, USA
Phone (585) 919-0009
Directions
Law Office of Mark M. Campanella
5 out of 5
Location 6 N Main St #145, Fairport, NY 14450, USA
Phone (585) 377-4004
Directions
Morgenstern DeVoesick PLLC
4 out of 5
Location 1080 Pittsford Victor Rd #200, Pittsford, NY 14534, USA
Phone (585) 672-5500
Directions
Morell Law, PLLC
5 out of 5
Location 224 E Main St #1/2, Palmyra, NY 14522, USA
Phone (315) 597-5337
Directions
John F. McKeown, Attorney at Law
4 out of 5
Location 70 N Main St, Canandaigua, NY 14424, USA
Phone (585) 486-4696
Directions
Whitcomb Law Firm, P.C.
5 out of 5
Location 70 N Main St, Canandaigua, NY 14424, USA
Phone (585) 412-6002
Directions
Katie A. Gosper Attorney at Law
4 out of 5
Location 21 Sly St B, Canandaigua, NY 14424, USA
Phone (315) 536-9079
Directions
The Schuppenhauer Law Firm
4 out of 5
Location 35 S Main St, Canandaigua, NY 14424, USA
Phone (585) 394-0570
Directions
Pellittiere & Jonsson PLLC
5 out of 5
Location 441 Penbrooke Dr #12, Penfield, NY 14526, USA
Phone (585) 347-2840
Directions
Kruk & Campbell PC
4 out of 5
Location 7312 E Main St, Lima, NY 14485, USA
Phone (585) 624-5030
Directions
Piede Law LLP
5 out of 5
Location 674 Ridge Rd, Webster, NY 14580, USA
Phone (585) 270-8824
Directions
St. Martin Law Office
4 out of 5
Location 605 Mason St, Newark, NY 14513, USA
Phone (315) 331-8080
Directions
Estate Planning Lawyers in Ontario County, NY

Where Estate Planners in Ontario County, NY Serve

Ontario County, NY is a vibrant and bustling area filled with a plethora of landmarks and top employers. From the stunning views of Canandaigua Lake to the historic architecture of the Ontario County Courthouse, there is no shortage of things to see and do. Some of the top employers in the area include Constellation Brands, Thompson Health, and Wegmans, providing ample job opportunities for residents. Major highways such as Interstate 90 and State Route 5 run through the county, making transportation a breeze. Neighborhoods such as Bristol Harbour and Vine Valley offer stunning views and a tight-knit community feel, while areas like Geneva and Canandaigua provide a bustling city atmosphere. Overall, Ontario County is a diverse and exciting place to call home.

Financial Services Related to Estate Planning in Ontario County, NY

Banks and Credit Unions

Residents of Ontario County, NY can benefit from a bank in many ways. One of the most common ways is through access to financial services, such as checking and savings accounts, loans, and credit cards. For example, residents who want to start a business or buy a home can turn to a bank for a loan. Additionally, banks can provide financial education and resources to help residents manage their money and plan for the future. In Ontario County, NY specifically, residents may also benefit from a bank's support of local businesses and community initiatives. By partnering with local organizations and investing in the community, banks can help promote economic growth and improve the quality of life for residents.

Insurance Broker

Residents of Ontario County, NY can benefit greatly from the services of an insurance broker. With the county's diverse population, ranging from urban areas like Geneva to rural towns like Bristol, an insurance broker can help residents find coverage that meets their specific needs. For example, those living in the more rural areas may require coverage for farm equipment or livestock, while those in urban areas may need coverage for their vehicles or homes. An insurance broker can also help residents navigate the complex world of health insurance, ensuring they have access to the best possible coverage for themselves and their families. Overall, an insurance broker can provide invaluable guidance and support to residents of Ontario County, NY, helping them protect what matters most in their lives.

Retirement Planning

Residents of Ontario County, NY can benefit greatly from the services of a retirement planner. With an aging population and a high cost of living, many residents may struggle to save enough for retirement. A retirement planner can help residents create a personalized plan to save for retirement, taking into account their unique financial situation and goals. Additionally, a retirement planner can help residents navigate the complex world of retirement benefits and investment options, ensuring that they are making the most of their resources. For example, residents of Ontario County may benefit from a retirement planner who is knowledgeable about the specific tax laws and retirement benefits available in New York State. With the help of a retirement planner, residents of Ontario County can feel confident that they are on track to achieve their retirement goals and live comfortably in their golden years.

Wealth Management

Residents of Ontario County, NY can benefit greatly from the services of a wealth manager. With a wealth manager, residents can receive personalized financial advice and guidance to help them achieve their financial goals. One specific way a wealth manager can help residents of Ontario County is by providing guidance on how to navigate the local real estate market. Ontario County is home to many desirable communities and a wealth manager can help residents make informed decisions when it comes to buying or selling property. Additionally, a wealth manager can provide advice on how to invest and manage finances to ensure long-term financial security. Overall, a wealth manager can provide invaluable support and expertise to residents of Ontario County looking to improve their financial well-being.

Financial Advisor

Residents of Ontario County, NY can benefit greatly from the guidance and advice of a financial advisor. One of the most common ways a financial advisor can help is by assisting individuals in creating a personalized financial plan that takes into account their unique goals and circumstances. This is particularly important in Ontario County, where the cost of living can be high and many residents are facing financial challenges such as student loan debt or high housing costs. A financial advisor can help residents navigate these challenges by providing expert advice on budgeting, debt management, and investment strategies that can help them achieve their long-term financial goals. Additionally, a financial advisor can help residents plan for major life events such as retirement or the purchase of a home, ensuring that they are financially prepared for whatever the future may hold.

Mortgage Loan Officer

Residents of Ontario County, NY can greatly benefit from the services of a mortgage loan officer. These professionals can assist with the process of obtaining a mortgage loan for a new home or refinancing an existing one. They can help residents navigate the complex world of mortgage lending and find the best loan options to suit their unique financial situations. Additionally, mortgage loan officers can provide valuable advice on the local real estate market in Ontario County, NY, and help residents make informed decisions about their home purchases. With their expertise and guidance, residents can feel confident in their ability to secure the financing they need to achieve their homeownership goals.

Tax Services

Residents of Ontario County, NY can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax deductions and credits that are specific to the county. For example, Ontario County offers a property tax exemption for veterans and their spouses, as well as a STAR program for homeowners. A tax advisor can assist residents in understanding and maximizing these benefits, as well as navigating any changes to tax laws that may affect them. Additionally, a tax advisor can provide personalized advice on tax planning and preparation, ensuring that residents are able to minimize their tax liability and maximize their financial well-being.

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