Investment Management in Newburgh, NY

Refine
Sort by
Features

2. Compass Asset Management Group

Compass Asset Management Group

100 Stony Brook Ct, Newburgh, NY 12550

CLOSED NOW:

"Outstanding experience. Knowledgeable & friendly staff. I feel I finally have someone who is really interested in me."

3. Edward Jones - Financial Advisor: Jeremy W Angevine

Edward Jones - Financial Advisor: Jeremy W Angevine

34 N Plank Rd, Newburgh, NY 12550

CLOSED NOW:

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

4. Edward Jones - Financial Advisor: Tim Bardin

Edward Jones - Financial Advisor: Tim Bardin

34 N Plank Rd, Newburgh, NY 12550

CLOSED NOW:Closed

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

10. Valley Wealth

Valley Wealth

17 Hampton Ct, Wallkill, NY 12589

CLOSED NOW:

From Business: Valley Wealth is a financial services firm located in Wallkill, NY. The firm provides a variety of financial services, including wealth management, investment management,…

12. Edward Jones - Financial Advisor: Anthony L Labrune

Edward Jones - Financial Advisor: Anthony L Labrune

55 Quaker Ave, Cornwall, NY 12518

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

13. 1879 Advisors

1879 Advisors

300 Westage Business Ctr Dr, Fishkill, NY 12524

From Business: At 1879 Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course,…

14. Wilmington Trust

Wilmington Trust

300 Westage Business Ctr Dr Ste 410, Fishkill, NY 12524

CLOSED NOW:Closed

From Business: Plan your visit to Wilmington Trust's Fishkill Office in Fishkill, NY by checking our hours of operation and giving us a call to schedule your appointment. Wilmington Trust is…

15. KWM Wealth Partners - Ameriprise Financial Services

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…

16. Mid-Hudson Valley Federal Credit Union

Mid-Hudson Valley Federal Credit Union

584 Route 9 Ste 100, Fishkill, NY 12524

From Business: Welcome to MHV’s Fishkill branch! The team here works with members every day to understand their journeys and their goals - and guide them to the best financial decisions for…

YP
62 Years
in Business

21. National Wealth Network

National Wealth Network

22 Ibm Rd, Poughkeepsie, NY 12601

From Business: Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some amazing things we experience. At…

23. Jones James

Jones James

2020 South Rd Ste 18, Poughkeepsie, NY 12601

CLOSED NOW:1:00 pm - 1:00 pm

25. Anthony Barrese Asset MGMT Inc

Anthony Barrese Asset MGMT Inc

148 Guilford Schoolhouse Rd, New Paltz, NY 12561

CLOSED NOW:

27. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

2649 South Rd, Poughkeepsie, NY 12601

CLOSED NOW:

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

28. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

2678 South Rd, Poughkeepsie, NY 12601

CLOSED NOW:

From Business: Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Poughkeepsie, N.Y., it offers a range of services in the…

29. 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…

30. 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…