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Map of New Paltz, NYMap of New Paltz, NYExpand Map

Mutual Funds in New Paltz, NY

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1. Accent Financial Group

Accent Financial Group

550 State Route 299 Ste 100a, Highland, NY, 12528

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

"I just switchd auto and homeowners to these guys. They are great! Nice guys with many companies to chose from. they worked hard forme..."

YP
34 Years
in Business

2. Nationwide Insurance

Nationwide Insurance

57 N Chestnut St, New Paltz, NY, 12561

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

From Business: Anthony Moraca is located in New Paltz and proudly serves all of New York. Let us help you save more money, give us a call today!

YP
39 Years
in Business

3. Justin M. Staie - Wilmington Advisors @ M&T

Justin M. Staie - Wilmington Advisors @ M&T

191 Main St, New Paltz, NY, 12561

OPEN 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. Edward Jones - Financial Advisor: Marlene V Pagentine

Edward Jones - Financial Advisor: Marlene V Pagentine

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…

YP
102 Years
in Business

5. Ulster Savings Bank

Ulster Savings Bank

226 Main St, New Paltz, NY, 12561

OPEN NOW:9:00 am - 5:00 pm
YP
119 Years
in Business

6. The Hudson Valley Financial Group

The Hudson Valley Financial Group

652 State Route 299 Ste 101, Highland, NY, 12528

OPEN NOW:8:30 am - 4:30 pm

7. Ulster Savings Bank

Ulster Savings Bank

2201 Route 44 55, Gardiner, NY, 12525

OPEN NOW:8:30 am - 6:00 pm
YP
9 Years
in Business

8. Ulster Savings Bank

Ulster Savings Bank

3857 Main St, Stone Ridge, NY, 12484

OPEN NOW:8:30 am - 6:00 pm
YP
9 Years
in Business

9. Scott Montenero - Financial Advisor, Ameriprise Financial Services

Scott Montenero - Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY, 12601

OPEN 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…

10. Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY, 12601

OPEN NOW:8:00 am - 6:00 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. 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…

12. Armando Merino - Financial Advisor, Ameriprise Financial Services

Armando Merino - 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…

13. Prudential Financial

Prudential Financial

68 Violet Ave, Poughkeepsie, NY, 12601

OPEN NOW:9:00 am - 8:00 pm
YP
24 Years
in Business

14. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

2678 South Rd, Poughkeepsie, NY, 12601

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

From Business: Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Poughkeepsie, N.Y., it offers a range of services in the…

15. 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…

16. 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…

17. Taconic Advisors

Taconic Advisors

42 Catharine St Ste 1, Poughkeepsie, NY, 12601

OPEN NOW:9:00 am - 5:00 pm
YP
21 Years
in Business

18. HSBC

HSBC

876 Violet Ave, Hyde Park, NY, 12538

19. Morgan Stanley

Morgan Stanley

2678 South Rd, Poughkeepsie, NY, 12601

OPEN NOW:9:00 am - 5:00 pm
YP
89 Years
in Business

20. Ulster Savings Bank

Ulster Savings Bank

2680 South Rd, Poughkeepsie, NY, 12601

OPEN NOW:8:30 am - 6:00 pm

22. Gilman & Ciocia

Gilman & Ciocia

11 Raymond Ave, Poughkeepsie, NY, 12603

OPEN NOW:9:00 am - 5:00 pm
YP
43 Years
in Business

23. Ulster Savings Bank

Ulster Savings Bank

39 Burnett Blvd, Poughkeepsie, NY, 12603

OPEN NOW:8:30 am - 6:00 pm

25. Ulster Savings Bank

Ulster Savings Bank

180 Schwenk Dr, Kingston, NY, 12401

OPEN NOW:8:30 am - 6:00 pm

From Business: At Ulster Savings Bank we offer a broad range of solutions with a level of expertise and personal service that you won't find anywhere else. Not to mention, we're as local as…

YP
173 Years
in Business

26. Edward Jones - Financial Advisor: Austin Schweitzer

Edward Jones - Financial Advisor: Austin Schweitzer

1399 Route 52 Ste 101, Fishkill, NY, 12524

OPEN NOW:8:30 am - 5:00 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

27. 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…

28. 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…

29. Ulster Savings Bank

Ulster Savings Bank

1387 Route 9, Wappingers Falls, NY, 12590

OPEN NOW:8:30 am - 6:00 pm