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      Financial Planners in Congers, NY

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      1. Wells Fargo Advisors Financial Network

      Wells Fargo Advisors Financial Network
      845-638-4400Call NowVisit Website
      Directions
      Financial PlannersInvestmentsFinancial Services

      17 Squadron Blvd, New City, NY 10956

      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…

      2. Edward Jones - Financial Advisor: Joe Schaefer, CFP®

      Edward Jones - Financial Advisor: Joe Schaefer, CFP®
      845-639-9383Call NowVisit Website
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      Financial PlannersInvestmentsFinancial Services

      151 N Main St Ste 301, New City, NY 10956

      OPEN NOW:8:30 am - 5:00 pm

      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
      103 Years
      in Business

      7. Annuity General

      Annuity General
      800-335-1854Call Now
      Financial PlannersAnnuities & Retirement Insurance PlansInvestments

      Serving the Congers 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 income & easy to…

      8. Ameriprise Financial

      Ameriprise Financial
      845-478-6611Call NowVisit Website
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      Financial PlannersInvestment SecuritiesFinancing Consultants

      254 S Main St, New City, NY 10956

      OPEN NOW:8:30 am - 5:00 pm

      From Business: The advisor listed is an Ameriprise financial advisor in Suffern. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

      9. Allstate Personal Financial Representative: Vincent Daly

      Allstate Personal Financial Representative: Vincent Daly
      914-391-4096Call NowVisit Website
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      Financial PlannersInvestmentsMutual Funds

      240 Main St, Nyack, NY 10960

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

      From Business: I have been associated with Allstate for over 3 years serving and protecting our community with our financial products. I enjoy sports, volunteering and travel in my spare time.

      10. Merrill Lynch Wealth Management

      Merrill Lynch Wealth Management
      800-705-7316Call NowVisit Website
      Directions
      Financial PlannersFinancial Planning ConsultantsInvestment Management

      2 Crosfield Ave Ste 223, West Nyack, NY 10994

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

      From Business: Welcome to Merrill Lynch in West Nyack, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

      YP
      111 Years
      in Business

      15. Edward Jones - Financial Advisor: Gregory A Field

      Edward Jones - Financial Advisor: Gregory A Field
      845-512-5420Call NowVisit Website
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      Financial PlannersInvestmentsAnnuities & Retirement Insurance Plans

      2 Crosfield Ave Ste 414, West Nyack, NY 10994

      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
      103 Years
      in Business

      16. Edward Jones - Financial Advisor: Jenna A Fabio

      Edward Jones - Financial Advisor: Jenna A Fabio
      845-512-5420Call NowVisit Website
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      Financial PlannersInvestmentsStock & Bond Transfer Agents

      2 Crosfield Ave Ste 414, West Nyack, NY 10994

      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
      103 Years
      in Business

      21. Edie Haughney - Financial Advisor, Ameriprise Financial Services

      Edie Haughney - Financial Advisor, Ameriprise Financial Services
      845-653-3902Call NowVisit Website
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      Financial PlannersInvestmentsMutual Funds

      1 Blue Hill Plz Ste 1509, Pearl River, NY 10965

      OPEN NOW:9:30 am - 5:30 pm

      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…

      22. Brett Moskowitz - Financial Advisor, Ameriprise Financial Services

      Brett Moskowitz - Financial Advisor, Ameriprise Financial Services
      914-909-6470Call NowVisit Website
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      Financial PlannersFinancial ServicesInvestment Advisory Service

      400 Rella Blvd Ste 165, Suffern, NY 10901

      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. Lawrence Rosen - Financial Consultant, Ameriprise Financial Services

      Lawrence Rosen - Financial Consultant, Ameriprise Financial Services
      914-909-6470Call NowVisit Website
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      Financial PlannersFinancial ServicesInvestment Advisory Service

      400 Rella Blvd Ste 165, Suffern, NY 10901

      OPEN NOW:9:00 am - 5:30 pm

      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…

      24. Oran Yacobi - Financial Advisor, Ameriprise Financial Services

      Oran Yacobi - Financial Advisor, Ameriprise Financial Services
      914-909-6470Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      400 Rella Blvd Ste 165, Suffern, NY 10901

      OPEN NOW:9:00 am - 5:30 pm

      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…

      25. Hudson Peak Wealth Advisors - Ameriprise Financial Services

      Hudson Peak Wealth Advisors - Ameriprise Financial Services
      914-769-2800Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      427 Bedford Rd Ste 110, Pleasantville, NY 10570

      From Business: At Hudson Peak Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

      26. Eric P Nachman - Private Wealth Advisor, Ameriprise Financial Services

      Eric P Nachman - Private Wealth Advisor, Ameriprise Financial Services
      914-769-2800Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      427 Bedford Rd Ste 110, Pleasantville, NY 10570

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

      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. Zachary Norman - Financial Advisor, Ameriprise Financial Services

      Zachary Norman - Financial Advisor, Ameriprise Financial Services
      914-769-2800Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      427 Bedford Rd Ste 110, Pleasantville, NY 10570

      OPEN NOW:8:00 am - 5:30 pm

      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. Anthony Leopizzi - Private Wealth Advisor, Ameriprise Financial Services

      Anthony Leopizzi - Private Wealth Advisor, Ameriprise Financial Services
      914-997-7526Call NowVisit Website
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      Financial PlannersFinancial ServicesInvestments

      520 White Plains Rd Ste 500, Tarrytown, NY 10591

      OPEN NOW:8:30 am - 5:00 pm

      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. Hudson Financial Group

      Hudson Financial Group
      914-460-1215Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      580 White Plains Rd Ste 205, Tarrytown, NY 10591

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

      From Business: Hudson Financial Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

      30. James Tipper Sears - Financial Advisor, Ameriprise Financial Services

      James Tipper Sears - Financial Advisor, Ameriprise Financial Services
      914-591-1100Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      90 N Broadway Ste 104, Irvington, NY 10533

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

      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…

      We found 444 results for Financial Planners in or near Congers, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Advisory Service. 8 of these businesses have an A/A+ BBB rating. 3 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Downtown Yonkers, Valhalla, and Briarcliff Manor. These businesses offer their services in one-or-more of the following languages: Spanish, Arabic, and Chinese.