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State DirectoryInvestment Advisory Service in Plattekill, NY
1. Edward Jones - Financial Advisor: Jerry Terwilleger Jr
1508 Route 9w Ste 3, Marlboro, NY, 12542
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…
2. Curci, Louis, AGT
1662 Route 300, Newburgh, NY, 12550
From Business: Louis Curci is a Licensed Financial Representative with Primerica serving NEWBURGH and its surrounding areas.
4. Walden Savings Bank
2356 Route 44 55, Gardiner, NY, 12525
From Business: Since we opened our first branch in 1872, it has been our top priority to help our neighbors realize their dreams, grow local businesses and support the people that make a…
6. 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…
7. 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…
8. Brown, Nicholas S
297 S Plank Rd, Newburgh, NY, 12550
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
9. Irwin, Craig
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
10. Dolan, Michael
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
11. Murphy, Susan
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
12. Gadonniex, John, CFP
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
13. Burlingame, Mark
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
14. Neilson, Timothy
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
15. Culley, Allison
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
16. Decker, George
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
17. Taki, Samer
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
18. Marquis, Dean
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
19. Stote, Matthew
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
20. Tomaskovic, Christopher
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
21. Mattes, Michael
2649 South Rd, Poughkeepsie, NY, 12601
From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
22. Quartarano, Nick
800 Broadway, Newburgh, NY, 12550
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
23. Mazzetti, David, AGT
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…
24. Meddaugh, Matthew
176 Church St, Poughkeepsie, NY, 12601
From Business: The advisor listed is an Ameriprise financial advisor in Wappingers Falls. Comments are not verified, may not be accurate and are not necessarily representative of the…
25. Burt, Jason
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…
26. Paolicelli, Jennifer
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. Alissa Provanzana Vice President Rhinebeck Asset Managemen
2134 State Route 208, Montgomery, NY, 12549
From Business: Alissa brings over a decade of financial experience and expertise to Rhinebeck Asset Management, guiding clients with the creation and management of their investment…
28. DONALD WEIS, Financial Advisor - Eagle Strategies
460 Temple Hill Rd, New Windsor, NY, 12553
From Business: As your local Eagle Strategies financial advisor, I offer financial guidance and investment advisory services. With our proven process, I can help you navigate the financial…
29. Kevin J. Mulqueen
460 Temple Hill Rd, New Windsor, NY, 12553
From Business: Eagle Strategies LLC, A Registered Investment Adviser, offers an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide…
30. 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…