Financial Planners in Patterson, NY

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1. Paul Lavelle - Wilmington Advisors @ M&T

Paul Lavelle - Wilmington Advisors @ M&T

180 Route 22, Pawling, NY 12564

CLOSED 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…

2. Annuity General

Annuity General

Serving the Patterson 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…

5. Dennis Tracy - Financial Advisor, Ameriprise Financial Services

Dennis Tracy - Financial Advisor, Ameriprise Financial Services

568 N Main St Ste 204, Brewster, NY 10509

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. Benjamin F Edwards & Co

Benjamin F Edwards & Co

1 Reserve Rd, Danbury, CT 06810

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

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…

8. Edward Jones - Financial Advisor: Bill Flash

Edward Jones - Financial Advisor: Bill Flash

317 Clock Tower Cmns, Brewster, NY 10509

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

18. Northeast Tax & Business Associates

Northeast Tax & Business Associates

566 Route 6 Ste 3, Mahopac, NY 10541

OPEN NOW:9:00 am - 7:00 pm

From Business: Individual, Business and Estate Income Tax Returned prepared.

19. 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: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…

20. Alexander Fredericks - Financial Advisor, Ameriprise Financial Services

Alexander Fredericks - Financial Advisor, Ameriprise Financial Services

57 North St Ste 208, Danbury, CT 06810

CLOSED 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…

21. Dominick Santoro | LPL Financial

Dominick Santoro | LPL Financial

83 Wooster Hts Ste 125, Danbury, CT 06810

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

From Business: The goal of my practice is not to be â??all things to all peopleâ??, but rather be the very best financial advisor I can be to a limited number of people. Rather than having…

We found 67 results for Financial Planners in or near Patterson, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Advisory Service. 4 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


These businesses offer their services in one-or-more of the following languages: and Spanish.