Financial Planners in Accord, NY

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Annuity General - Financial Planners
(800) 335-1854

Serving the
Accord Area

OPEN 24 Hours

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement…

Justin M. Staie - Wilmington Advisors @ M&T - Investment Advisory Service
(518) 309-7218
191 Main St
New Paltz, NY 12561
CLOSED NOW

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…

Edward Jones - Financial Advisor: Marlene V Pagentine - Investments
(845) 255-2955
243 Main St Ste 100
New Paltz, NY 12561

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning,…

Wells Fargo Advisors - Financial Planners
(845) 340-7430
336 Plaza Rd
Kingston, NY 12401

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…

Merrill Lynch Wealth Management - Financial Planners
(845) 431-2225
108 N Front St
Kingston, NY 12401
CLOSED NOW

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…

David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(845) 454-3021
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…

Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 454-3021
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…

Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(845) 454-3021
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…

Armando Merino - Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 454-3021
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…

Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 454-3021
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…

Andrew Buscetto - Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 454-3021
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…

Robert Blenkle - Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 454-3021
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…

Jason Burt - Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 454-3021
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…

Charles Schwab - Financial Planners
(845) 485-6219
2645 South Rd Ste 1
Poughkeepsie, NY 12601
CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

Morgan Stanley Wealth Management - Investments
(845) 331-1900
91 N Front St
Kingston, NY 12401
CLOSED NOW

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…

Taconic Advisors - Financial Planning Consultants
(845) 486-5039
42 Catharine St Ste 1
Poughkeepsie, NY 12601
CLOSED NOW
Anthony Piccolino, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc. - Financial Planners
(845) 567-3930
1898 South Rd
Poughkeepsie, NY 12601
CLOSED NOW

From Business: Anthony joined Rhinebeck Asset Management in 2023 with 31 years of experience in the financial services industry, including more than 21 years of service to…

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