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Financial Planners in New Paltz, NY

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1. 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…

2. Edward Jones

Edward Jones

243 Main St Ste 100, New Paltz, NY 12561

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…

3. Annuity General

Annuity General

Serving the New Paltz 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…

4. 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…

5. Seven Bridges Wealth Advisors - Ameriprise Financial Services

Seven Bridges Wealth Advisors - Ameriprise Financial Services

176 Church St, Poughkeepsie, NY 12601

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

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

6. 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…

7. 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…

8. 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…

9. Armando Merino - Private Wealth Advisor, Ameriprise Financial Services - Closed

Armando Merino - Private Wealth Advisor, Ameriprise Financial Services - Closed

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…

10. Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services

Scott Montenero - Associate 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…

11. Andrew Buscetto - Financial Advisor, Ameriprise Financial Services

Andrew Buscetto - 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…

12. Robert Blenkle - Financial Advisor, Ameriprise Financial Services

Robert Blenkle - 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. Gilman & Ciocia

Gilman & Ciocia

11 Raymond Ave, Poughkeepsie, NY 12603

CLOSED NOW:9:00 am - 5:00 pm
YP
44 Years
in Business

18. 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.

19. 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…

20. Anthony Piccolino, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

Anthony Piccolino, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

1898 South Rd, Poughkeepsie, NY 12601

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

From Business: Anthony joined Rhinebeck Asset Management in 2023 with 31 years of experience in the financial services industry, including more than 21 years of service to clients in the…

21. 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
111 Years
in Business

22. Charles Schwab

Charles Schwab

2645 South Rd Ste 1, Poughkeepsie, NY 12601

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

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

23. Justin Semke - Financial Advisor, Ameriprise Financial Services

Justin Semke - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

CLOSED 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…

24. Mark Cukaj - Financial Advisor, Ameriprise Financial Services

Mark Cukaj - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

CLOSED 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…

25. Wells Fargo Advisors

Wells Fargo Advisors

1863 South Rd, Wappingers Falls, NY 12590

YP
24 Years
in Business

28. 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…

29. Cornerstone Financial

Cornerstone Financial

42 Overlook Rd, Poughkeepsie, NY 12603

CLOSED NOW:7:30 am - 7:00 pm

From Business: At Cornerstone Financial we cherish the relationships we build with our clients. In helping secure your financial future, we become an integral part of your family, as you…