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State DirectoryInvestments in Accord, NY
1. Colonial Group Metals LLC
Serving the Accord Area
From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…
2. Annuity General
Serving the Accord Area
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 income & easy to…
3. Edward Jones
243 Main St Ste 100, New Paltz, NY 12561
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…
7. 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…
8. Coombe Financial Service
6872 Route 209, Wawarsing, NY 12489
From Business: Coombe, Bender & Company LLC will serve as your partner in the pursuit of financial independence. We function as an independent source of financial information and as advisors…
9. Webster Bank
70 Canal St, Ellenville, NY 12428
From Business: Since our beginning in 1935, Webster Bank, a community-minded and values-guided bank, has maintained a commitment to starting every relationship by listening to what matters…
11. The Hudson Valley Financial Group
652 State Route 299 Ste 101, Highland, NY 12528
12. Ameriprise Financial
3056 State Route 213 E Ste 1, Stone Ridge, NY 12484
16. 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,…
19. Mid-Hudson Valley Federal Credit Union
123 Hurley Ave, Kingston, NY 12401
From Business: MHV’s Hurley Avenue Branch works to provide members with the right products and services to help them meet all their financial needs and goals. Stop in and see why 90,000+…
20. Ulster Savings Bank
180 Schwenk Dr, Kingston, NY 12401
From Business: At Ulster Savings Bank we offer a broad range of solutions with a level of expertise and personal service that you won't find anywhere else. Not to mention, we're as local as…
21. Wells Fargo Advisors
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, serving and…
22. Disesa, Max, CFP
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…
23. Trustco Bank
3580 Us Highway 9w, Highland, NY 12528
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,…
24. Mid-Hudson Valley Federal Credit Union
5 Wingate Way, Highland, NY 12528
From Business: You’re greeted by name at our Highland branch, where the team works hard to build relationships with all their members. Located conveniently next to Hannaford on Wingate Way,…
25. TD Bank
411-415 Washington Ave, Kingston, NY 12401
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…
26. Ferraro, Mike
307 Wall St, Kingston, NY 12401
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. 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…
28. 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…
29. Burt, Jason, CFP
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…
30. 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…
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