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We found 72 results for Investments in or near New Paltz, NY.They also appear in other related business categories including Investment Securities, Financial Services, and Financial Planning Consultants. 2 of the rated businesses have 4+ star ratings.
Investments in New Paltz, NY
2. Justin M. Staie - Wilmington Advisors @ M&T
191 Main St, New Paltz, NY 12561
CLOSED NOW:9:00 am - 5:00 pm
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…
4. Colonial Group Metals LLC
Serving the New Paltz Area
CLOSED NOW:9:00 am - 8:00 pm
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…
5. The Hudson Valley Financial Group
652 State Route 299 Ste 101, Highland, NY 12528
CLOSED NOW:8:30 am - 4:30 pm
6. Edward Jones - Financial Advisor: Dominick P Profaci
4246 Albany Post Rd, Hyde Park, NY 12538
CLOSED 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…
103 Years
in Business
12. Mid-Hudson Valley Federal Credit Union
5 Wingate Way, Highland, NY 12528
CLOSED NOW:8:00 am - 6:00 pm
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
13. 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…
14. Trustco Bank
3580 Us Highway 9w, Highland, NY 12528
CLOSED NOW:9:00 am - 11:00 am, 11:30 am - 4:00 pm
From Business: Trustco Bank has been the low-cost provider of high-quality products and services since opening for business in 1902. 100 years later, the company began a large expansion,…
123 Years
in Business
15. Disesa, Max, CFP
176 Church St, Poughkeepsie, NY 12601
CLOSED NOW:8:30 am - 5:30 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. Arbor Capital Wealth Advisors - Ameriprise Financial Services
85 Civic Center Plz Ste 100, Poughkeepsie, NY 12601
From Business: At Arbor Capital Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…
17. 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…
18. 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…
19. 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…
20. Mazzetti, David, CFP
176 Church St, Poughkeepsie, NY 12601
CLOSED NOW:8:00 am - 6:00 pm
From Business: The advisor listed is an Ameriprise financial advisor in Poughkeepsie. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…
21. Burt, Jason, CFP
176 Church St, Poughkeepsie, NY 12601
CLOSED NOW:8:30 am - 5:30 pm
From Business: The advisor listed is an Ameriprise financial advisor in Poughkeepsie. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…
22. 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…
27. Scott Trade
2020 South Rd, Poughkeepsie, NY 12601
CLOSED NOW:8:00 am - 5:00 pm
10 Years
in Business