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Map of Germantown, NY

Financial Planners in Germantown, NY

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1. Annuity General

Annuity General

Serving the Germantown Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

3. Devin McGill, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

Devin McGill, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

7350 S Broadway, Red Hook, NY 12571

CLOSED NOW:8:30 am - 5:00 pm

From Business: Devin has been in the financial services industry for over 16 years and specializes in retirement income planning and asset growth and protection.

4. Edward Jones - Financial Advisor: Erin M Clancy

Edward Jones - Financial Advisor: Erin M Clancy

1571 Ulster Ave Ste 2, Lake Katrine, NY 12449

CLOSED NOW:9:00 am - 4:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

5. Edward Jones - Financial Advisor: Reisa Adato, AAMS™

Edward Jones - Financial Advisor: Reisa Adato, AAMS™

1571 Ulster Ave Ste 2, Lake Katrine, NY 12449

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
102 Years
in Business

6. Hudson Financial

Hudson Financial

1 Hudson City Ctr, ste 3, Hudson, NY 12534

CLOSED NOW:8:30 am - 5:00 pm

8. Lincoln Investment Smart Capital Management

Lincoln Investment Smart Capital Management

1 Mansion St, Coxsackie, NY 12051

CLOSED NOW:9:00 am - 5:00 pm

From Business: Smart Capital Management, LLC is a company providing you with confidence. We have over 24 years of experience working with and being referred by a client list of successful…

YP
37 Years
in Business

9. Wells Fargo Advisors

Wells Fargo Advisors

6423 Montgomery St Ste 10, Rhinebeck, NY 12572

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

10. Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

30 E Market St Ste 1, Rhinebeck, NY 12572

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Sterling Manor Financial, LLC

Sterling Manor Financial, LLC

84 Knollwood Rd, Rhinebeck, NY 12572

CLOSED NOW:8:00 am - 5:00 pm

From Business: Sterling Manor Financial is an independent team of professionals who work with you to devise and implement dynamic financial strategies in order to help support your lifelong…

12. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

108 N Front St, Kingston, NY 12401

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in Kingston, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

13. John G Ullman & Associates Inc

John G Ullman & Associates Inc

20 E Market St, Rhinebeck, NY 12572

CLOSED NOW:8:00 am - 5:00 pm

From Business: John G. Ullman & Associates, Inc. has been providing comprehensive wealth management services to residents of Rhinebeck, NY for nearly 20 years. Financial planning is only the…

14. Christopher T. Fenton - Wilmington Advisors @ M&T

Christopher T. Fenton - Wilmington Advisors @ M&T

6375 Mill St, Rhinebeck, NY 12572

CLOSED NOW:9:00 am - 5:00 pm

From Business: Your goals and experiences are unique, which is why I’ll work with you to build a personalized plan that puts your most important goals front and center. Together, we can gain…