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Map of Staatsburg, NY

Investment Advisory Service in Staatsburg, NY

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1. Christopher T. Fenton - Wilmington Advisors @ M&T

Christopher T. Fenton - Wilmington Advisors @ M&T

6375 Mill St, Rhinebeck, NY 12572

CLOSED NOW:Closed

From Business: Your goals and experiences are unique, which is why I’ll work with you to build a personalized plan that puts your most important goals front and center. Together, we can gain…

2. Phelan, Kerry, CFP

Phelan, Kerry, CFP

30 E Market St, Rhinebeck, NY 12572

CLOSED NOW:

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…

5. Rhinebeck Asset Management

Rhinebeck Asset Management

1075 Violet Ave, Hyde Park, NY 12538

CLOSED NOW:Closed

From Business: Rhinebeck Asset Management, specializing in life insurance, retirement, and estate planning.

6. Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™

Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™

4246 Albany Post Rd, Hyde Park, NY 12538

CLOSED NOW:Closed

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
102 Years
in Business

7. Sterling Manor Financial, LLC

Sterling Manor Financial, LLC

84 Knollwood Rd, Rhinebeck, NY 12572

CLOSED NOW:Closed

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…

8. John G Ullman & Associates Inc

John G Ullman & Associates Inc

20 E Market St, Rhinebeck, NY 12572

CLOSED NOW:

From Business: John G. Ullman & Associates, Inc. has been providing comprehensive wealth management services to residents of Rhinebeck, NY for nearly 20 years. Financial planning is only the…

13. Russell, Peter S

Russell, Peter S

1540 Route 44 Main St, Pleasant Valley, NY 12569

CLOSED NOW:

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…

14. Burt, Jason, CFP

Burt, Jason, CFP

176 Church St, Poughkeepsie, NY 12601

CLOSED NOW:

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…

15. Disesa, Max, CFP

Disesa, Max, CFP

176 Church St, Poughkeepsie, NY 12601

CLOSED NOW:

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. Profaci, Dominick E

Profaci, Dominick E

695 Dutchess Tpke, Arlington, NY 12603

CLOSED NOW:

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…

17. Ferraro, Mike

Ferraro, Mike

307 Wall St, Kingston, NY 12401

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. Woods, Frederick

Woods, Frederick

108 N Front St, Kingston, NY 12401

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Kingston, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

19. Bell, Donald

Bell, Donald

108 N Front St, Kingston, NY 12401

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Kingston, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

20. Hammond, Melanie

Hammond, Melanie

108 N Front St, Kingston, NY 12401

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Kingston, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

21. Johnson, Eric

Johnson, Eric

108 N Front St, Kingston, NY 12401

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Kingston, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

22. Soltankhah, Shaheen

Soltankhah, Shaheen

108 N Front St, Kingston, NY 12401

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Kingston, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

23. Marr, Richard

Marr, Richard

108 N Front St, Kingston, NY 12401

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Kingston, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

24. Clancy, Erin M

Clancy, Erin M

1571 Ulster Ave, Lake Katrine, NY 12449

CLOSED NOW:

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…

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

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…

26. Berner Financial Services

Berner Financial Services

124 Main St Ste 9B, New Paltz, NY 12561

CLOSED NOW:

From Business: At Berner Financial Services, we know that the only constant in life is change. Whether you are going through a career change, marriage, divorce, retirement, or loss of a loved…

29. Manning Financial Service

Manning Financial Service

12 Clark Hts, Pleasant Valley, NY 12569

CLOSED NOW: