Financial Services in Millbrook, NY

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1. Edward Jones - Financial Advisor: Mark C Aldini

Edward Jones - Financial Advisor: Mark C Aldini

1133 Route 55 Ste B, Lagrangeville, NY 12540

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
103 Years
in Business

2. Residential Home Funding

Residential Home Funding

1110 Route 55, Lagrangeville, NY 12540

From Business: Residential Home Funding Corp. is a full service mortgage banker. We are a direct lender licensed in over 20 states. We offer a wide array of mortgage products, competitive…

YP
24 Years
in Business

3. Edward Jones - Financial Advisor: Peter S Russell

Edward Jones - Financial Advisor: Peter S Russell

1540 Route 44 Main Street, Pleasant Valley, NY 12569

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

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
103 Years
in Business

4. Edward Jones - Financial Advisor: Dominick E Profaci, CEPA®|AAMS®

Edward Jones - Financial Advisor: Dominick E Profaci, CEPA®|AAMS®

938 Dutchess Tpke, Poughkeepsie, NY 12603

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
103 Years
in Business

5. Edward Jones - Financial Advisor: Chelsea T Hanlon, WMCP®

Edward Jones - Financial Advisor: Chelsea T Hanlon, WMCP®

938 Dutchess Tpke, Poughkeepsie, NY 12603

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

6. Edward Jones - Financial Advisor: Patrick W Sunday, CEPA®

Edward Jones - Financial Advisor: Patrick W Sunday, CEPA®

4246 Albany Post Rd, Hyde Park, NY 12538

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

7. Edward Jones - Financial Advisor: Kimberly Barnett

Edward Jones - Financial Advisor: Kimberly Barnett

4246 Albany Post Rd, Hyde Park, NY 12538

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

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

Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY 12603

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…

9. Jason Burt - Financial Advisor, Ameriprise Financial Services

Jason Burt - Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY 12601

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…

10. Philip J. Bronzi, Chief Lending Officer

Philip J. Bronzi, Chief Lending Officer

2 Jefferson Plz, Poughkeepsie, NY 12601

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

From Business: With over 20 years of combined leadership and business development experience, Phil leads the Bank’s Commercial Lending team, as well as providing oversight for the…

11. Sterling Manor Financial, LLC

Sterling Manor Financial, LLC

84 Knollwood Rd, Rhinebeck, NY 12572

OPEN 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. Chase Bank

Chase Bank

1600 Main St Ste 14, Pleasant Valley, NY 12569

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

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

13. Greene Robert J Cpa Cma

Greene Robert J Cpa Cma

152 Deer Ridge Dr, Staatsburg, NY 12580

OPEN NOW:8:00 am - 5:00 am

From Business: ROBERT GREENE CAN MAKE MONEY FOR YOU! With 25 years experience in managing personal and corporate taxes. Robert Greene is someone you can trust with the most important…

YP
39 Years
in Business

14. Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services

Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

OPEN NOW:9:00 am - 4:00 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…

15. Justin Semke - Financial Advisor, Ameriprise Financial Services

Justin Semke - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

OPEN NOW:8:00 am - 7:00 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…

16. Mark Cukaj - Financial Advisor, Ameriprise Financial Services

Mark Cukaj - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

OPEN NOW:8:00 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…

17. Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY 12603

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…

18. Afp-Prime Financial Services

Afp-Prime Financial Services

11 Raymond Ave, Poughkeepsie, NY 12603

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

From Business: Prime Financial Services offers a range of financial and investment planning services. In addition to fixed annuities, it offers various traditional term- and whole-life,…

YP
43 Years
in Business

19. TD Bank

TD Bank

703 Main St, Poughkeepsie, NY 12601

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

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

20. Coinsource Bitcoin ATM

Coinsource Bitcoin ATM

3480 North Rd, Poughkeepsie, NY 12601

OPEN NOW:8:00 am - 10:00 pm

From Business: The ATM at CVS of Poughkeepsie now sells bitcoin through LibertyX! Download the LibertyX app, select this location, and scan / paste your bitcoin wallet address to generate a…

21. Armando Merino - Private Wealth Advisor, Ameriprise Financial Services

Armando Merino - Private Wealth Advisor, Ameriprise Financial Services

85 Civic Center Plz Ste 100, Poughkeepsie, NY 12601

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…

22. David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services

David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY 12601

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…

23. Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY 12601

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…

24. Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services

Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY 12601

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…

25. Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services

Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY 12601

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…

26. Andrew Buscetto - Financial Advisor, Ameriprise Financial Services

Andrew Buscetto - Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY 12601

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…

27. Robert Blenkle - Financial Advisor, Ameriprise Financial Services

Robert Blenkle - Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY 12601

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…

28. Rosie Giammatteo - Mortgage Originator

Rosie Giammatteo - Mortgage Originator

708 Dutchess Tpke, Poughkeepsie, NY 12603

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

30. Commercial Lender

Commercial Lender

2 Jefferson Plz, Poughkeepsie, NY 12601

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

We found 88 results for Financial Services in or near Millbrook, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 1 of the rated businesses has 4+ star ratings.


These businesses offer their services in one-or-more of the following languages: and Spanish.