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We found 126 results for Financial Services in or near Modena, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Securities. 1 of the rated businesses has 4+ star ratings.
Financial Services in Modena, NY
1. Edward Jones - Financial Advisor: Peter A LeRose
243 Main St Ste 100, New Paltz, NY 12561
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…
2. Mid-Hudson Valley Federal Credit Union
5 Wingate Way, Highland, NY 12528
CLOSED NOW:Closed
From Business: You’re greeted by name at our Highland branch, where the team works hard to build relationships with all their members. Located conveniently next to Hannaford on Wingate Way,…
62 Years
in Business
3. Edward Jones - Financial Advisor: Jerry Terwilleger Jr
1508 Route 9w Ste 3, Marlboro, NY 12542
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…
103 Years
in Business
4. Chase Bank
2 Plattekill Ave, New Paltz, NY 12561
CLOSED NOW:8:30 am - 6:00 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.
226 Years
in Business
6. Justin M. Staie - Wilmington Advisors @ M&T
191 Main St, New Paltz, NY 12561
CLOSED NOW:Closed
From Business: Justin focuses on using strategic planning to create a road map to financial certainty for you and your family. Through a carefully constructed process, he evaluates your…
7. Seven Bridges Wealth Advisors - Ameriprise Financial Services
23 Wallkill Ave, Wallkill, NY 12589
From Business: At Seven Bridges Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
8. Stone Ridge Tax & Financial
4185 Us Highway 209, Stone Ridge, NY 12484
CLOSED NOW:9:00 am - 5:00 pm
From Business: Founded in 1985, ADG Financial Services is a full-service accounting firm. Based in Stone Ridge, N.Y., the firm specializes in tax preparation/planning, wealth accumulation…
10. Heslin Isis P
12. The Hudson Valley Financial Group
652 State Route 299 Ste 101, Highland, NY 12528
CLOSED NOW:8:30 am - 4:30 pm
16. Colonial Group Metals LLC
Serving the Modena Area
CLOSED NOW:Closed
From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…
17. Sencer Appraisal Associates-Equipment Appraisers
Serving the Modena Area
From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…
70 Years
in Business
18. Multi Funding USA
Kingston, NY 12401
OPEN 24 HOURS
From Business: LAWSUIT SETTLEMENT FUNDING Get Your Cash Now Instead Of Waiting For Your Case To Settle NEED CASH NOW ? Multi Funding USA Can Help By Providing Cash Against Your Pending…
19 Years
in Business
19. Ronnie Rosenberg, Financial Services Professional
460 Temple Hill Rd, New Windsor, NY 12553
CLOSED NOW:Closed
From Business: As a Financial Services Professional, I offer a broad-based, diversified insurance and financial products portfolio, including both traditional and variable products. My…
177 Years
in Business
20. Philip J. Bronzi, Chief Lending Officer
2 Jefferson Plz, Poughkeepsie, NY 12601
CLOSED NOW:Closed
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…
21. 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…
22. Edward Jones - Financial Advisor: Nicholas S Brown
297 S Plank Rd, Newburgh, NY 12550
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…
23. 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…
24. 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…
25. 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…
26. Rhinebeck Bank Asset Management
2134 State Route 208, Montgomery, NY 12549
CLOSED NOW:Closed
From Business: From making a difference in our branches to meeting financial needs throughout our community, it's always our priority to support the well-being of our neighbors. Rhinebeck…
27. 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…
28. Richard Kolosky, SVP, Hudson Valley East Team Leader
1022 Main St, Fishkill, NY 12524
CLOSED NOW:Closed
From Business: A Hudson Valley native and area resident, Richard brings marketplace knowledge and experience in industrial, real estate and construction financing to his role as a Commercial…
29. Edward Jones - Financial Advisor: Jeremy W Angevine
34 N Plank Rd, Newburgh, NY 12550
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…
103 Years
in Business
30. Charles Schwab
2645 South Rd Ste 1, Poughkeepsie, NY 12601
CLOSED NOW:Closed
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…