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Financial Services in Millbrook, NY

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1. Edward Jones - Financial Advisor: Kimberly Barnett

Edward Jones - Financial Advisor: Kimberly Barnett

3699 Route 44 Ste 1, Millbrook, NY 12545

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

2. Residential Home Funding

Residential Home Funding

1110 Route 55, Lagrangeville, NY 12540

From Business: Residential Home Funding Corp. is a full service mortgage banker. We are a direct lender licensed in over 20 states. We offer a wide array of mortgage products, competitive…

YP
25 Years
in Business

3. Mid-Hudson Valley Federal Credit Union

Mid-Hudson Valley Federal Credit Union

1516 Route 55, Lagrangeville, NY 12540

From Business: At MHV’s Lagrange Branch, the team strives to deliver the solutions, guidance and experience our members need on their financial journey. We’re conveniently located on Route…

YP
63 Years
in Business

4. Edward Jones - Financial Advisor: Jeremy W Angevine

Edward Jones - Financial Advisor: Jeremy W Angevine

1133 Route 55 Ste B, Lagrangeville, NY 12540

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

5. Edward Jones - Financial Advisor: Chelsea T Hanlon, WMCP®

Edward Jones - Financial Advisor: Chelsea T Hanlon, WMCP®

938 Dutchess Tpke, Poughkeepsie, NY 12603

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

6. Edward Jones - Financial Advisor: Patrick W Sunday, CEPA®

Edward Jones - Financial Advisor: Patrick W Sunday, CEPA®

4246 Albany Post Rd, Hyde Park, NY 12538

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

7. Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY 12603

OPEN NOW:9:00 am - 5:00 pm

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. Philip J. Bronzi, Chief Lending Officer

Philip J. Bronzi, Chief Lending Officer

2 Jefferson Plz, Poughkeepsie, NY 12601

OPEN NOW:8:00 am - 5:00 pm

From Business: With over 20 years of combined leadership and business development experience, Phil leads the Bank’s Commercial Lending team, as well as providing oversight for the…

9. Sterling Manor Financial, LLC

Sterling Manor Financial, LLC

84 Knollwood Rd, Rhinebeck, NY 12572

OPEN NOW:8:00 am - 5:00 pm

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…

10. M&T Bank

M&T Bank

2509 Route 44, Salt Point, NY 12578

OPEN NOW:9:00 am - 5:00 pm

From Business: Plan your visit to M&T Bank's Millbrook branch in Salt Point, NY by checking our hours of operation. M&T Bank is a community-focused, regional financial services company…

YP
170 Years
in Business

11. Greene Robert J Cpa Cma

Greene Robert J Cpa Cma

152 Deer Ridge Dr, Staatsburg, NY 12580

OPEN NOW:8:00 am - 5:00 am

From Business: ROBERT GREENE CAN MAKE MONEY FOR YOU! With 25 years experience in managing personal and corporate taxes. Robert Greene is someone you can trust with the most important…

YP
40 Years
in Business

12. Justin Semke - Financial Advisor, Ameriprise Financial Services

Justin Semke - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

OPEN NOW:9:00 am - 7:00 pm

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…

13. Mark Cukaj - Financial Advisor, Ameriprise Financial Services

Mark Cukaj - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

OPEN NOW:8:00 am - 5:00 pm

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…

14. KeyBank

KeyBank

55 Burnett Blvd, Poughkeepsie, NY 12603

OPEN NOW:9:00 am - 5:00 pm

From Business: Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment…

YP
201 Years
in Business

15. Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services

Scott Montenero - 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…

16. Birch Hill Wealth Advisors - Ameriprise Financial Services

Birch Hill Wealth Advisors - Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY 12603

OPEN NOW:9:00 am - 5:00 pm

From Business: At Birch Hill Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

17. Josh Stratton - Financial Advisor, Ameriprise Financial Services

Josh Stratton - Financial Advisor, Ameriprise Financial Services

10 Raymond 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…

18. Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

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…

19. Afp-Prime Financial Services

Afp-Prime Financial Services

11 Raymond Ave, Poughkeepsie, NY 12603

OPEN NOW:9:00 am - 5:00 pm

From Business: Prime Financial Services offers a range of financial and investment planning services. In addition to fixed annuities, it offers various traditional term- and whole-life,…

YP
44 Years
in Business

20. TD Bank

TD Bank

703 Main St, Poughkeepsie, NY 12601

OPEN NOW:9:00 am - 6:00 pm

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

YP
18 Years
in Business

21. Coinsource Bitcoin ATM

Coinsource Bitcoin ATM

3480 North Rd, Poughkeepsie, NY 12601

OPEN NOW:8:00 am - 10:00 pm

From Business: The ATM at CVS of Poughkeepsie now sells bitcoin through LibertyX! Download the LibertyX app, select this location, and scan / paste your bitcoin wallet address to generate a…

22. Jennifer Paolicelli - Private Wealth Advisor, Ameriprise Financial Services

Jennifer Paolicelli - Private Wealth Advisor, Ameriprise Financial Services

85 Civic Center Plz Ste 100, Poughkeepsie, NY 12601

OPEN NOW:8:00 am - 2:00 pm

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…

23. Armando Merino - Private Wealth Advisor, Ameriprise Financial Services

Armando Merino - Private Wealth Advisor, Ameriprise Financial Services

85 Civic Center Plz Ste 100, 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…

24. Adam Breault - Financial Advisor, Ameriprise Financial Services

Adam Breault - Financial Advisor, Ameriprise Financial Services

85 Civic Center Plz Ste 100, 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. ADP Poughkeepsie

ADP Poughkeepsie

80 Washington St, Poughkeepsie, NY 12601

OPEN NOW:8:00 am - 8:00 pm

From Business: ADP provides Payroll Services, Human Resource Management, Employee Benefits Administration, Talent Management, Tax Compliance, PEO, & BPO solutions for any size employer.

26. Trustco Bank

Trustco Bank

2656 South Rd, Poughkeepsie, NY 12601

OPEN NOW:9:00 am - 5:00 pm

From Business: Trustco Bank has been the low-cost provider of high-quality products and services since opening for business in 1902. 100 years later, the company began a large expansion,…

YP
124 Years
in Business

27. Rosie Giammatteo - Mortgage Originator

Rosie Giammatteo - Mortgage Originator

708 Dutchess Tpke, Poughkeepsie, NY 12603

OPEN NOW:8:00 am - 5:00 pm

29. Commercial Lender

Commercial Lender

2 Jefferson Plz, Poughkeepsie, NY 12601

OPEN NOW:8:00 am - 5:00 pm

We found 91 results for Financial Services in or near Millbrook, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 1 of the rated businesses has 4+ star ratings.


These businesses offer their services in one-or-more of the following languages: Spanish, Arabic, and Italian.