Estate Planning Attorneys in Victor, NY

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List of Firms

Top Victor, NY Estate Planning Law Firms

Law Offices of Steven M. Adler, PLLC
5 out of 5
Location 390 N Broadway #200, Jericho, NY 11753, USA
Phone (516) 876-1105
Directions
Dutcher and Zatkowsky
5 out of 5
Location 1399 Monroe Ave, Rochester, NY 14618, USA
Phone (585) 256-0090
Directions
Fowler, Doyle, Spiess & Florsch, PLLC
5 out of 5
Location 317 Brick Church Rd, Troy, NY 12180, USA
Phone (518) 663-4167
Directions
Burner Law Group, P.C.
Location 300 Pantigo Pl Suite 115, East Hampton, NY 11937, USA
Phone (631) 941-3434
Directions
Law Office of Jessica Wilson, P.C.
5 out of 5
Location 221 Columbia St, Brooklyn, NY 11231, USA
Phone (212) 739-1736
Directions
Victor Law Firm, P.C.
5 out of 5
Location 666 Old Country Rd #700, Garden City, NY 11530, USA
Phone (516) 223-4800
Directions
Rose & Reh
Location 121 W Main St, Victor, NY 14564, USA
Phone (585) 924-7420
Directions
Chaves Perlowitz Luftig LLP
5 out of 5
Location 111 John St #312, New York, NY 10038, USA
Phone (212) 791-3747
Directions
Martin Hersh Law Offices
5 out of 5
Location 4 Asthalter Rd, Liberty, NY 12754, USA
Phone (845) 292-9345
Directions
McCabe & Mack LLP
5 out of 5
Location 63 Washington St, Poughkeepsie, NY 12601, USA
Phone (845) 218-7988
Directions
Bates Family Law, P.C.
5 out of 5
Location 79 W Main St, Victor, NY 14564, USA
Phone (585) 433-4661
Directions
Heitz Law Firm
Location 1 E Main St, Victor, NY 14564, USA
Phone (585) 387-0000
Directions
Roman Aminov Estate Law Firm of Queens
5 out of 5
Location 147-17 Union Tpke, Queens, NY 11367, USA
Phone (347) 766-2685
Directions
Berwitz & DiTata LLP
5 out of 5
Location 310 Old Country Rd #101, Garden City, NY 11530, USA
Phone (516) 747-3200
Directions
Steven E Malone
3 out of 5
Location 1173 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 545-0852
Directions
Estate Planning Lawyers in Victor, NY

Where Estate Planners in Victor, NY Serve

Victor, NY is a charming town nestled in the heart of the Finger Lakes region of upstate New York. The town boasts a plethora of landmarks, including the Ganondagan State Historic Site, which celebrates the rich history of the Seneca people, and the Eastview Mall, a premier shopping destination. Victor is also home to several top employers, such as Constellation Brands, Inc., a leading producer of beer, wine, and spirits, and L3Harris Technologies, a global aerospace and defense technology company. Major highways, such as the New York State Thruway and Interstate 490, make it easy to travel to and from Victor, while streets like Route 96 and Main Street offer easy access to local businesses and attractions. The town is divided into several distinct neighborhoods, each with its own unique character and charm, including the Village of Victor, the hamlet of Fishers, and the hamlet of East Victor.

Financial Services Related to Estate Planning in Victor, NY

Banks and Credit Unions

Residents of Victor, NY would benefit from a bank in a variety of ways. For example, a bank could provide them with access to financial resources and advice that could help them manage their money more effectively. This might include help with budgeting, savings, and investments. Additionally, a bank could offer loans and credit options to residents who need to make large purchases or cover unexpected expenses. For example, a resident might need a loan to buy a new car, pay for a medical procedure, or cover the cost of home repairs. Finally, a bank could provide security and peace of mind to residents by offering services like fraud protection and identity theft prevention. Given the growing population and diverse needs of Victor, NY, having a reliable and trustworthy bank in the community would be a valuable asset for residents.

Insurance Broker

Residents of Victor, NY can benefit from an insurance broker in several ways. One of the most common ways is by helping them find the right insurance coverage for their specific needs. Insurance brokers can assess the risks that residents face in Victor, NY, such as damage from severe weather conditions or accidents on the busy highways, and recommend policies that provide adequate protection. Additionally, insurance brokers can help residents navigate the complex insurance industry, find the best rates, and negotiate with insurance companies on their behalf. For instance, an insurance broker can help Victor, NY residents find affordable health insurance options that cover pre-existing conditions, which can be particularly important for those with chronic health issues. Overall, an insurance broker can provide personalized guidance and support to help Victor, NY residents make informed decisions about their insurance needs and protect themselves and their assets.

Retirement Planning

Residents of Victor, NY could benefit greatly from the services of a retirement planner. Retirement planners can help individuals create a personalized plan to ensure they have enough money to live comfortably during their retirement years. In a town like Victor, which has a higher than average median age of 41 years old, retirement planning is especially important. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits. They can also help with investment strategies that will maximize retirement savings and minimize taxes. With the help of a retirement planner, residents of Victor, NY can feel confident that they are on the right track to a secure and comfortable retirement.

Wealth Management

Residents of Victor, NY could benefit from a wealth manager in a variety of ways. One of the most common ways a wealth manager can assist is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. Victor, NY is a growing community with a diverse population, and a wealth manager can help residents navigate the complexities of managing their wealth in a rapidly changing environment. For example, a wealth manager can provide guidance on investment strategies, retirement planning, tax planning, estate planning, and more. By working with a wealth manager, residents of Victor, NY can gain peace of mind knowing that their financial future is in good hands.

Financial Advisor

Residents of Victor, NY can benefit greatly from the expertise of a financial advisor. With a population of just over 14,000, Victor is a small town with a growing economy. A financial advisor can help residents navigate the complexities of investing in the local market, such as the Finger Lakes region's burgeoning wine industry. Additionally, a financial advisor can provide guidance on retirement planning, helping residents ensure they are prepared for their golden years. With the cost of living in Victor slightly higher than the national average, a financial advisor can also assist residents in managing their expenses and creating a budget that works for their unique financial situation. Overall, a financial advisor can be an invaluable resource for Victor residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Victor, NY can benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is by receiving guidance on the home buying process, including information on available loan options and assistance with pre-approval. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially lowering their monthly payments and saving them money in the long run. In Victor, NY specifically, a mortgage loan officer can also assist residents in navigating the local real estate market and finding homes that fit their specific needs and budget. With their knowledge and experience, a mortgage loan officer can be an invaluable resource for anyone looking to purchase or refinance a home in Victor, NY.

Tax Services

Residents of Victor, 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 how to minimize tax liabilities while maximizing deductions. With the town's steady growth and influx of new businesses, residents may need help navigating tax laws and regulations specific to Victor, NY. A tax advisor can also assist in creating a personalized tax plan that takes into account the unique circumstances of each individual, such as homeownership, investments, and retirement savings. Overall, a tax advisor can provide peace of mind and ensure that residents are making the most of their financial resources in Victor, NY.

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