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State DirectoryInvestment Advisory Service in Staatsburg, NY
1. Christopher T. Fenton - Wilmington Advisors @ M&T
6375 Mill St, Rhinebeck, NY 12572
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
30 E Market St, Rhinebeck, NY 12572
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
1075 Violet Ave, Hyde Park, NY 12538
From Business: Rhinebeck Asset Management, specializing in life insurance, retirement, and estate planning.
6. Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™
4246 Albany Post Rd, Hyde Park, NY 12538
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…
7. Sterling Manor Financial, LLC
84 Knollwood Rd, Rhinebeck, NY 12572
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
20 E Market St, Rhinebeck, NY 12572
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…
9. Heller Pension Associates,Inc.
1363 Route 9g, Hyde Park, NY 12538
13. Russell, Peter S
1540 Route 44 Main St, Pleasant Valley, NY 12569
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
176 Church St, Poughkeepsie, NY 12601
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
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…
16. Profaci, Dominick E
695 Dutchess Tpke, Arlington, NY 12603
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
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
108 N Front St, Kingston, NY 12401
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
108 N Front St, Kingston, NY 12401
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
108 N Front St, Kingston, NY 12401
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
108 N Front St, Kingston, NY 12401
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
108 N Front St, Kingston, NY 12401
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
108 N Front St, Kingston, NY 12401
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
1571 Ulster Ave, Lake Katrine, NY 12449
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
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…
26. Berner Financial Services
124 Main St Ste 9B, New Paltz, NY 12561
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…
