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CONTACT INFORMATION:
Manhattan Location
225 W35th St, 5th FL New York, NY 10001
Phone:
(212) 736-0055
Stamford Location
350 Bedford St, Ste 303 Stamford, CT 06902
Phone: (203) 356-1061
Long Island Location
487 Jericho Turnpike, Syosset, NY 11791
Phone: (212) 736-0055
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225 W 35th St, 5th FL., NY 10001
— Advisory Services
Asset Protection in New York
Our Asset Protection Services in New York State are designed to secure your wealth across a range of financial and legal scenarios while laying the groundwork for sustainable growth. Whether you're operating a business in Albany, managing investments in Westchester, or preserving family assets in the Hudson Valley, our strategies are tailored to the diverse financial landscape across New York.
OUR SERVICE
P&N's
Asset Protection
At Presti & Naegele, we help individuals and businesses throughout New York State take control of their financial future with personalized advisory services. We build strong client relationships rooted in trust, providing the tools and support needed for long-term financial resilience.
#1 Choice for Asset Protection in New York
Navigating the financial landscape in New York requires a protection strategy that’s both adaptable and forward-thinking. Our team takes a comprehensive, personalized approach to asset protection in New York State, aligning each plan with your specific goals and vulnerabilities.
We start with a deep dive into your financial situation to identify any potential threats, then create a customized plan that incorporates entity formation, tax strategies, and estate planning—ensuring your assets are protected for the long haul.
Our team is equipped with the expertise to guide you through the complexities of asset protection in New York.
For clients across New York State, we develop comprehensive asset protection plans that include legal entity formation, tax-conscious planning, and estate integration. This layered approach helps shield your assets while preparing your wealth for smooth transition to future generations.
As life events unfold and regulations across the state shift, we regularly evaluate and refine your protection plan. Our goal is to make sure it continues to match your evolving goals and remains legally effective at every stage.
We recognize the varied financial needs across regions of New York—from upstate entrepreneurs to downstate investors—and tailor our services to offer strategic, lasting protection.
Why Choose Presti & Naegele for Asset Protection in New York:
Presti & Naegele is your trusted partner for asset protection across New York State. We offer customized solutions, strategic insight, and steady support to keep your wealth safe and your legacy secure.
Through education and transparency, we empower you to make informed decisions and stay protected no matter what the future brings.
FAQ's for Asset Protection in New York
What is included in Presti & Naegele’s Asset Protection Services?
Our Asset Protection Services begin with a holistic risk assessment and a deep analysis of your financial situation. From there, we develop a personalized strategy that includes legal structuring, tax-efficient planning, and estate planning integration to safeguard your wealth comprehensively.
How does Presti & Naegele tailor asset protection to individual needs?
We recognize that each financial situation is unique. Our team crafts dynamic, customized strategies based on a thorough understanding of your goals, financial landscape, and potential vulnerabilities. This personalized approach ensures your plan evolves with your needs and the ever-changing financial environment.
Do you provide ongoing monitoring for asset protection plans?
Yes. Asset protection is not a one-time solution—it requires continual oversight. We provide proactive, ongoing monitoring to reassess risks and make timely adjustments, ensuring your plan remains effective as your circumstances and the financial landscape shift.
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Elevate your business with tailored solutions. Let's discuss strategies for growth, efficiency, and lasting success.
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Tailored Solutions for Financial Success
Explore Our Comprehensive Services at Presti & Naegele Accounting Offices
P&N INDUSTRIES
Industries We Serve
Our firm consists of an extensive team of highly specialized professionals that are intimately familiar with the industries they work in and the customers they serve.
MORE THAN JUST ACCOUNTING
Great Clients
Awesome Reviews
Discover the transformative experiences shared by our satisfied clients. In their own words, they highlight the impact of Presti & Naegele's expert tax services, client accounting precision, and strategic guidance on their financial success. Read our reviews to gain insights into the personalized and enduring partnerships we've forged.
I have had my business for more than 10 years and struggled through several *truly awful* accountants. I found Presti & Naegele about 5 years ago and have never looked back. They are a life-changing breath of fresh air and they will be my accountants for as long as I live.
Andy and the whole Presti Naegele team have been game changers as accountants for our business. My previous accountant was very hands-off and not accessible. Andy and his team are always available, willing and able to roll up their sleeves no matter what we throw at them. Highly recommend - do NOT hesitate to work with them!
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New York (NYC) Location
225 W 35th St, 5th FL New York, NY 10001
Phone: (212) 736-0055
Stamford, CT Location
350 Bedford St, Ste 303 Stamford, CT 06901
Phone: (203) 356-1061
Long Island, NY Location
487 Jericho Trnpk, Syosset, NY 11791
Phone: (212) 736-0055
