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State DirectoryFinancial Planners in Plattekill, NY
1. Seven Bridges Wealth Advisors - Ameriprise Financial Services
23 Wallkill Ave Ste 3-2, 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…
2. Brent Financial Group
70 E Main St Ste 1, Wappingers Falls, NY, 12590
3. Ronnie Rosenberg, Financial Services Professional
460 Temple Hill Rd, New Windsor, NY, 12553
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…
4. Anthony Piccolino, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.
1898 South Rd, Poughkeepsie, NY, 12601
From Business: Anthony joined Rhinebeck Asset Management in 2023 with 31 years of experience in the financial services industry, including more than 21 years of service to clients in the…
5. Charles Schwab
2645 South Rd Ste 1, Poughkeepsie, NY, 12601
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,…
6. Merrill Lynch Wealth Management
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
7. 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…
8. 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…
9. Alissa Provanzana, Vice President, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.
2134 State Route 208, Montgomery, NY, 12549
From Business: Alissa brings over a decade of financial experience and expertise to Rhinebeck Asset Management, guiding clients with the creation and management of their investment…
10. Frank Dwyer, President, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.
2134 State Route 208, Montgomery, NY, 12549
From Business: With over 30 years of experience in the financial industry, Frank is dedicated to delivering quality advice and services to the firm’s clients as well as mnaging his team of…
11. 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…
16. Oppenheimer & Co Inc
300 Westage Business Ctr Dr Ste 310, Fishkill, NY, 12524
17. 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…
18. Edward Jones - Financial Advisor: Thomas J Geoghegan
284 Main St, Beacon, NY, 12508
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…
19. Edward Jones - Financial Advisor: Austin Schweitzer
1399 Route 52 Ste 101, Fishkill, NY, 12524
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…
20. 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…
21. Justin M. Staie - Wilmington Advisors @ M&T
191 Main St, New Paltz, NY, 12561
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…
22. Nick Quartarano - TD Wealth Relationship Manager
800 Broadway, Newburgh, NY, 12550
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
23. Morgan Stanley Wealth Management
2678 South Rd, Poughkeepsie, NY, 12601
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…
24. Wilmington Trust
300 Westage Business Ctr Dr, Fishkill, NY, 12524
From Business: Plan your visit to Wilmington Trust's Fishkill Office in Fishkill, NY by checking our hours of operation and giving us a call to schedule your appointment. Wilmington Trust is…
29. Compass Asset Management Group
100 Stony Brook Ct, Newburgh, NY, 12550
"Outstanding experience. Knowledgeable & friendly staff. I feel I finally have someone who is really interested in me."
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