Financial Planners in Jefferson Valley, NY

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31. Edward Jones - Financial Advisor: Neetu Venkatraman

Edward Jones - Financial Advisor: Neetu Venkatraman

71 Smith Ave, Mount Kisco, NY 10549

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

32. Edward Jones - Financial Advisor: Larry Deutsch

Edward Jones - Financial Advisor: Larry Deutsch

71 Smith Ave, Mount Kisco, NY 10549

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

33. Egener Wealth Management

Egener Wealth Management

501 Harris Rd, Bedford Hills, NY 10507

From Business: We have built a solid reputation for wise financial guidance for over 75 years. Driven by our this success, we want to support your hopes for the future. Whether you are…

34. Fidelity Investments

Fidelity Investments

480 Bedford Rd, Chappaqua, NY 10514

CLOSED NOW:Closed

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

43. Ronnie Rosenberg, Financial Services Professional

Ronnie Rosenberg, Financial Services Professional

460 Temple Hill Rd, New Windsor, NY 12553

CLOSED NOW:Closed

From Business: As a Financial Services Professional, I offer a broad-based, diversified insurance and financial products portfolio, including both traditional and variable products. My…

YP
177 Years
in Business

44. Hudson Peak Wealth Advisors - Ameriprise Financial Services

Hudson Peak Wealth Advisors - Ameriprise Financial Services

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…

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

Eric P Nachman - Private Wealth Advisor, Ameriprise Financial Services

427 Bedford Rd Ste 110, Pleasantville, NY 10570

CLOSED NOW:Closed

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…

46. Zachary Norman - Financial Advisor, Ameriprise Financial Services

Zachary Norman - Financial Advisor, Ameriprise Financial Services

427 Bedford Rd Ste 110, Pleasantville, NY 10570

CLOSED NOW:Closed

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…

47. Charles Camilleri - Private Wealth Advisor, Ameriprise Financial Services

Charles Camilleri - Private Wealth Advisor, Ameriprise Financial Services

200 Summit Lake Dr Ste 210, Valhalla, NY 10595

CLOSED NOW:Closed

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. Neal Siena - Financial Advisor, Ameriprise Financial Services

Neal Siena - Financial Advisor, Ameriprise Financial Services

200 Summit Lake Dr Ste 360, Valhalla, NY 10595

CLOSED NOW:Closed

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…

49. Joseph Silva - Financial Advisor, Ameriprise Financial Services

Joseph Silva - Financial Advisor, Ameriprise Financial Services

200 Summit Lake Dr Ste 210, Valhalla, NY 10595

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…

50. Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services

Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services

200 Summit Lake Dr Ste 360, Valhalla, NY 10595

CLOSED NOW:Closed

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. Donald Amoruso - Financial Advisor, Ameriprise Financial Services

Donald Amoruso - Financial Advisor, Ameriprise Financial Services

100 Summit Lake Dr Ste 150, Valhalla, NY 10595

CLOSED NOW:Closed

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…

52. Eric W Leimgruber - Financial Advisor, Ameriprise Financial Services

Eric W Leimgruber - Financial Advisor, Ameriprise Financial Services

100 Summit Lake Dr Ste 150, Valhalla, NY 10595

CLOSED NOW:Closed

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…

53. Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services

Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services

100 Summit Lake Dr Ste 150, Valhalla, NY 10595

CLOSED NOW:Closed

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…

54. David Lasco - Financial Advisor, Ameriprise Financial Services

David Lasco - Financial Advisor, Ameriprise Financial Services

100 Summit Lake Dr Ste 150, Valhalla, NY 10595

CLOSED NOW:Closed

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…

55. Corrado A Dell'aglio - Financial Advisor, Ameriprise Financial Services

Corrado A Dell'aglio - Financial Advisor, Ameriprise Financial Services

100 Summit Lake Dr Ste 150, Valhalla, NY 10595

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…

56. Benjamin F. Edwards

Benjamin F. Edwards

1 Reserve Rd, Danbury, CT 06810

CLOSED NOW:Closed

From Business: Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. Our goal is to provide the right…

57. Lisa Guerrera - Financial Advisor, Ameriprise Financial Services

Lisa Guerrera - Financial Advisor, Ameriprise Financial Services

10 Roberts Ln Ste 205, Ridgefield, CT 06877

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…

58. Integrity Funding

Integrity Funding

415 Main St, Ridgefield, CT 06877

CLOSED NOW:

From Business: Sell your structured settlement today!Take a lump sum of CASH today for your lottery or jackpot winnings!Call us for a FREE evaluation of your payments.

59. LPL Financial - Dominick Santoro, Financial Advisor

LPL Financial  - Dominick Santoro, Financial Advisor

100 Danbury Rd, Ridgefield, CT 06877

CLOSED NOW:Closed

From Business: Investments and financial planning and advice

YP
21 Years
in Business

60. Vincent T Trovato - Financial Advisor, Ameriprise Financial Services

Vincent T Trovato - Financial Advisor, Ameriprise Financial Services

2345 Route 52 Ste 2L, Hopewell Junction, NY 12533

CLOSED NOW:Closed

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…