Investment Management in Accord, NY

Anthony Barrese Asset MGMT Inc - Investment Management
(845) 256-1770
148 Guilford Schoolhouse Rd
New Paltz, NY 12561
CLOSED NOW
Valley Wealth - Investment Management
(631) 834-7466
17 Hampton Ct
Wallkill, NY 12589
CLOSED NOW

From Business: Valley Wealth is a financial services firm located in Wallkill, NY. The firm provides a variety of financial services, including wealth management, investment…

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,…

The Hudson Valley Financial Group - Investment Advisory Service
(845) 256-7090
652 State Route 299 Ste 101
Highland, NY 12528
CLOSED NOW
Beesmer, Kenneth - Investment Management
(845) 431-2208
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…

National Wealth Network - Investment Management
(845) 724-1259
22 Ibm Rd
Poughkeepsie, NY 12601

From Business: Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some amazing things we…

Jones James - Investment Management
(845) 297-1470
2020 South Rd Ste 18
Poughkeepsie, NY 12601
CLOSED NOW
Flagstar Bank - Banks
(845) 338-3036
185 Green St
Kingston, NY 12401
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…

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…

Mid-Hudson Valley Federal Credit Union - Mortgages
(845) 336-4444
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…

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…

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…

Taconic Advisors - Financial Planning Consultants
(845) 486-5039
42 Catharine St Ste 1
Poughkeepsie, NY 12601
CLOSED NOW
The Oak Group - Investment Advisory Service
(845) 330-4777
2649 South Rd
Poughkeepsie, NY 12601
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