- Tax Planning
- Charitable GivingOverall Impact. Ulster Savings is a leader in charitable giving year after year. Ulster Savings gives back in two ways-through the bank’s community donations program and also through its Charitable Foundation.
- Tax ServicesUlster Financial Group, Inc. is part of the Ulster Savings Bank family. We know the importance of experienced tax professionals and providing services that are not limited to tax season. We are available to you year round to provide tax services whenever you need them.
- Income Tax
- Tax Return Preparation
- Mutual Funds
- Bonds
- Wealth ManagementWith a diverse offering of brokerage and investment options available to meet your specific financial needs, our Cetera Registered Representatives are your trusted resource for your financial investment needs. Contact them at 845-943-5045 with questions or to schedule a personal appointment.
- Accounting Services
- Payroll ServicesGTM is an Albany-based company that offers businesses an unparalleled spectrum of payroll and human resources solutions through a cutting-edge Human Capital Management (HCM) platform combined with best-in-class HR consulting services.
- Financial PlanningExperienced registered representatives are available to meet with you at designated Ulster Savings Bank branch locations. Please contact one of our Registered Representatives listed below to receive more information about our financial planning services.
- Retirement PlanningBuilding a comprehensive financial plan that is tailored to your unique situation: retirement planning, income planning, estate planning, life insurance planning, or legacy planning
- Long Term Care
- Asset ManagementHelp organize and simplify your financial investments through consolidation of investments, robo advice products, and asset management portfolios
- College Funding