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We found 35 results for Mutual Funds in or near Kent Lakes, NY.They also appear in other related business categories including Investments, Financial Planners, and Investment Advisory Service. 2 of these businesses have an A/A+ BBB rating.
Mutual Funds in Kent Lakes, NY
1. Edward Jones - Financial Advisor: Bill Hammond
1961 Route 6 Ste U1, Carmel, NY 10512
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…
103 Years
in Business
3. Paul Lavelle - Wilmington Advisors @ M&T
180 Route 22, Pawling, NY 12564
OPEN NOW:9:00 am - 5:00 pm
From Business: Paul focuses on helping clients like you plan for retirement by offering investing choices for all risk tolerances. He specializes in life insurance and annuities, as well as…
4. William E Bredthauer - Private Wealth Advisor, Ameriprise Financial Services
2345 Route 52 Ste 2L, Hopewell Junction, NY 12533
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…
5. Vincent T Trovato - Financial Advisor, Ameriprise Financial Services
2345 Route 52 Ste 2L, Hopewell Junction, NY 12533
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…
6. Weiss Financial Services
704 Route 6, Mahopac, NY 10541
OPEN NOW:9:00 am - 5:00 pm
47 Years
in Business
8. Shomari Linton - Wilmington Advisors @ M&T
Route 82 & 376, Hopewell Junction, NY 12533
OPEN NOW:9:00 am - 5:00 pm
9. Edward Jones - Financial Advisor: Daniel Widas
332 Route 100 Ste 300, Somers, NY 10589
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…
103 Years
in Business
11. KWM Wealth Partners - Ameriprise Financial Services
300 Westage Business Ctr Dr Ste 370, Fishkill, NY 12524
From Business: At KWM Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…
12. Nationwide Insurance
1217 E Main St, Shrub Oak, NY 10588
OPEN NOW:8:30 am - 5:00 pm
62 Years
in Business
13. Alexander Fredericks - Financial Advisor, Ameriprise Financial Services
57 North St Ste 208, Danbury, CT 06810
OPEN NOW:8:00 am - 4:00 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…
17. Michael Lentini - Wilmington Advisors @ M&T
67 Jackson St, Fishkill, NY 12524
OPEN NOW:9:00 am - 5:00 pm
21. Edward Jones - Financial Advisor: Sadia Nabi
3565 Crompond Rd Ste 6, Cortlandt Manor, NY 10567
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…
103 Years
in Business
22. Edward Jones - Financial Advisor: Stewart Scharf
23 Depot Plz, Bedford Hills, NY 10507
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…
23. First Command
273 Main St, Highland Falls, NY 10928
OPEN NOW:8:00 am - 5:00 pm
From Business: As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term…
24. 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…
25. Justin Semke - Financial Advisor, Ameriprise Financial Services
488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603
OPEN NOW:8:00 am - 7:00 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…
26. Mark Cukaj - Financial Advisor, Ameriprise Financial Services
488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603
OPEN NOW:8:00 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. 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…
28. 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…
30. Christopher L. Dursi - Wilmington Advisors @ M&T
143 Federal Rd, Brookfield, CT 06804
OPEN NOW:9:00 am - 5:00 pm
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