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State DirectoryFinancial Planners in Salt Point, NY
37. Merrill Lynch Wealth Management
2649 South Rd, Poughkeepsie, NY 12601
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…
38. Charles Schwab
2645 South Rd Ste 1, Poughkeepsie, NY 12601
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,…
39. Devin McGill, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.
7350 S Broadway, Red Hook, NY 12571
From Business: Devin has been in the financial services industry for over 16 years and specializes in retirement income planning and asset growth and protection.
40. Anthony Piccolino, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.
1898 South Rd, Poughkeepsie, NY 12601
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…
42. Edward Jones - Financial Advisor: Erin M Clancy
1571 Ulster Ave Ste 2, Lake Katrine, NY 12449
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…
43. Justin M. Staie - Wilmington Advisors @ M&T
191 Main St, New Paltz, NY 12561
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…
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