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Map of Ardonia, NY

Investment Management in Ardonia, NY

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1. Edward Jones - Financial Advisor: Marlene V Pagentine

Edward Jones - Financial Advisor: Marlene V Pagentine

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, education…

YP
102 Years
in Business

2. Justin M. Staie - Wilmington Advisors @ M&T

Justin M. Staie - Wilmington Advisors @ M&T

191 Main St, New Paltz, NY 12561

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

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…

4. Valley Wealth

Valley Wealth

17 Hampton Ct, Wallkill, NY 12589

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

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 management,…

5. National Wealth Network

National Wealth Network

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 experience. At…

6. Anthony Barrese Asset MGMT Inc

Anthony Barrese Asset MGMT Inc

148 Guilford Schoolhouse Rd, New Paltz, NY 12561

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

8. Jones James

Jones James

2020 South Rd Ste 18, Poughkeepsie, NY 12601

CLOSED NOW:1:00 pm - 1:00 pm

10. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

2649 South Rd, Poughkeepsie, NY 12601

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

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…

YP
110 Years
in Business

11. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

2678 South Rd, Poughkeepsie, NY 12601

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

From Business: Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Poughkeepsie, N.Y., it offers a range of services in the…

12. David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services

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…

13. Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

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…

14. Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services

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…

15. Armando Merino - Financial Advisor, Ameriprise Financial Services

Armando Merino - 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…

16. Jason Burt - Financial Advisor, Ameriprise Financial Services

Jason Burt - 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…

17. 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…

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

Kerry Phelan - Private Wealth 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…

28. Compass Asset Management Group

Compass Asset Management Group

100 Stony Brook Ct, Newburgh, NY 12550

CLOSED NOW:8:30 am - 4:30 pm

"Outstanding experience. Knowledgeable & friendly staff. I feel I finally have someone who is really interested in me."

30. Edward Jones - Financial Advisor: Jeremy W Angevine

Edward Jones - Financial Advisor: Jeremy W Angevine

34 N Plank Rd, Newburgh, NY 12550

CLOSED NOW:8:30 am - 4:00 pm

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…

YP
102 Years
in Business