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Investment Advisory Service in High Falls, NY

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31. Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™

Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™

4246 Albany Post Rd, Hyde Park, NY 12538

CLOSED 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

32. Rhinebeck Asset Management

Rhinebeck Asset Management

1075 Violet Ave, Hyde Park, NY 12538

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

From Business: Rhinebeck Asset Management, specializing in life insurance, retirement, and estate planning.

33. Beesmer, Kenneth

Beesmer, Kenneth

108 N Front St, Kingston, NY 12401

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

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 investment…

34. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

91 N Front St, Kingston, NY 12401

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

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,…

35. Ulster Insurance Service Inc

Ulster Insurance Service Inc

180 Schwenk Dr, Kingston, NY 12401

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

From Business: Located in Kingston, N.Y., Ulster Insurance Services is a subsidiary of the Ulster Savings Bank. It offers a broad array of coverage for individuals and businesses with short-…

41. Source One Funding

Source One Funding

7 Pine Woods Rd, Hyde Park, NY 12538

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

44. Coombe Financial Service

Coombe Financial Service

6872 Route 209, Wawarsing, NY 12489

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

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…

YP
41 Years
in Business

45. Clancy, Erin M

Clancy, Erin M

1571 Ulster Ave, Lake Katrine, NY 12449

CLOSED NOW:9:00 am - 5:00 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…

46. Christopher T. Fenton - Wilmington Advisors @ M&T

Christopher T. Fenton - Wilmington Advisors @ M&T

6375 Mill St, Rhinebeck, NY 12572

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

From Business: Your goals and experiences are unique, which is why I’ll work with you to build a personalized plan that puts your most important goals front and center. Together, we can gain…

47. Phelan, Kerry, CFP

Phelan, Kerry, CFP

30 E Market St, Rhinebeck, NY 12572

CLOSED 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…

48. Mazzetti, David, CFP

Mazzetti, David, CFP

176 Church St, Poughkeepsie, NY 12601

CLOSED NOW:8:00 am - 6:00 pm

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…

49. Burt, Jason, CFP

Burt, Jason, CFP

176 Church St, Poughkeepsie, NY 12601

CLOSED NOW:8:30 am - 5:30 pm

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…

50. Disesa, Max, CFP

Disesa, Max, CFP

176 Church St, Poughkeepsie, NY 12601

CLOSED NOW:8:30 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…

51. Irwin, Craig

Irwin, Craig

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…

52. Dolan, Michael

Dolan, Michael

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…

53. Murphy, Susan

Murphy, Susan

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…

54. Gadonniex, John, CFP

Gadonniex, John, CFP

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…

55. Burlingame, Mark

Burlingame, Mark

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…

56. Neilson, Timothy

Neilson, Timothy

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…

57. Culley, Allison

Culley, Allison

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…

58. Decker, Paige

Decker, Paige

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…

59. Taki, Samer

Taki, Samer

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…

60. Marquis, Dean

Marquis, Dean

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…