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State DirectoryInvestment Management in Connelly, NY
1. Mid-Hudson Valley Federal Credit Union
185 Broadway Route 9w, Port Ewen, NY, 12466
From Business: Offering a true community bank feel, our Port Ewen branch sits right in the heart of town. The Port Ewen teams prides itself on community integration and strengthening of…
3. Beesmer, Kenneth
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…
6. Morgan Stanley Wealth Management
91 N Front St, Kingston, NY, 12401
From Business: Morgan Stanley Smith Barney LLC is one of the leading global companies in wealth management. Located in Kingston, N.Y., the company provides a range of investment banking,…
7. Merrill Lynch Wealth Management
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…
8. Edward Jones - Financial Advisor: Reisa Adato, AAMS™
1571 Ulster Ave Ste 2, 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…
9. 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…
10. John G Ullman Associates
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…
12. Edward Jones - Financial Advisor: Erin M Clancy
1571 Ulster Ave Ste 2, 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…
13. Mid-Hudson Valley Federal Credit Union
7472 S Broadway, Red Hook, NY, 12571
From Business: Nestled in the heart of town, MHV’s Red Hook branch offers an outstanding member experience and technology-driven features all while maintaining a home-town feel
14. Allstate Personal Financial Representative: Charles Blue
6811 Route 9 Ste 9, Rhinebeck, NY, 12572
16. Mid-Hudson Valley Federal Credit Union
85 Mill Hill Rd, Woodstock, NY, 12498
From Business: MHV’s Woodstock branch sits between Woodstock Playhouse and Sunflower Market, just as the village of Woodstock unfolds. The team here works with members to help them navigate…
17. 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…
24. David Mazzetti - 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…
25. Matthew Meddaugh - 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…
26. 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…
27. 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…
28. Jason Burt - 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…
29. 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…
30. 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…
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