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      Alissa Provanzana, Vice President, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

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      Financial Planners, Financial Planning Consultants, Investment Advisory Service

      2134 State Route 208, Montgomery, NY 12549

      845-567-3930

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      DETAILS
      General Info
      Alissa brings over a decade of financial experience and expertise to Rhinebeck Asset Management, guiding clients with the creation and management of their investment portfolios, retirement planning and overall comprehensive financial planning.
      Extra Phones

      Fax: 845-567-3996

      Hours
      Regular Hours
      Mon - Tue:
      WedClosed
      Thu - Fri:
      Sat - SunClosed
      Categories
      Financial Planners, Financial Planning Consultants, Investment Advisory Service
      Services/Products
      Advisory Services Bonds Finanical Planning Fixed annuities Index annuties Insurance Planning Life Insurance Mutual Funds Stocks Variable annuities Wealth Management
      Associations
      NYS Life Accident and Heath Insurance License,Series 63 Registration,Series 66 Registration,Series 7 Registration
      Other Link

      https://www.rhinebeckassetmanagement.com/

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.