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      Financial Planners in Plattekill

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      1.Annuity General

      Serving your Area

      OPEN 24 HOURS
      Annuity General

      2.Seven Bridges Wealth Advisors-Ameriprise Financial Services

      23 Wallkill Ave, Wallkill, NY 12589

      Seven Bridges Wealth Advisors-Ameriprise Financial Services

      3.Edward Jones - Financial Advisor: Jerry Terwilleger Jr

      1508 Route 9w Ste 3, Marlboro, NY 12542

      Edward Jones - Financial Advisor: Jerry Terwilleger Jr

      4.Brent Financial Group

      70 E Main St, Wappingers Falls, NY 12590

      CLOSED NOW:9:00 am - 3:30 pm

      5.Ronnie Rosenberg, Financial Services Professional

      460 Temple Hill Rd, New Windsor, NY 12553

      CLOSED NOW:Closed

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

      1898 South Rd, Poughkeepsie, NY 12601

      CLOSED NOW:Closed
      Anthony Piccolino, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

      7.Charles Schwab

      2645 South Rd Ste 1, Poughkeepsie, NY 12601

      CLOSED NOW:Closed
      Charles Schwab

      8.Merrill Lynch Wealth Management

      2649 South Rd, Poughkeepsie, NY 12601

      CLOSED NOW:

      9.David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services

      10.Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

      11.Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services

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

      176 Church St, Poughkeepsie, NY 12601

      Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services

      13.Andrew Buscetto - Financial Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      Andrew Buscetto - Financial Advisor, Ameriprise Financial Services

      14.Robert Blenkle - Financial Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      Robert Blenkle - Financial Advisor, Ameriprise Financial Services

      15.Jason Burt - Financial Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      Jason Burt - Financial Advisor, Ameriprise Financial Services

      16.Rhinebeck Asset Management

      2134 State Route 208, Montgomery, NY 12549

      CLOSED NOW:Closed
      Rhinebeck Asset Management

      17.Financial Advisor, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

      2134 State Route 208, Montgomery, NY 12549

      CLOSED NOW:Closed
      Financial Advisor, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

      18.Arbor Capital Wealth Advisors - Ameriprise Financial Services

      85 Civic Center Plz Ste 100, Poughkeepsie, NY 12601

      Arbor Capital Wealth Advisors - Ameriprise Financial Services

      19.Armando Merino - Private Wealth Advisor, Ameriprise Financial Services

      85 Civic Center Plz Ste 100, Poughkeepsie, NY 12601

      Armando Merino - Private Wealth Advisor, Ameriprise Financial Services

      20.Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

      27 Collegeview Ave, Poughkeepsie, NY 12603

      Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

      21.Wells Fargo Advisors

      43 N Plank Rd, Newburgh, NY 12550

      Wells Fargo Advisors

      22.Allstate Personal Financial Representative: Charles Blue

      53 Route 17k Ste 10, Newburgh, NY 12550

      CLOSED NOW:Closed
      Allstate Personal Financial Representative: Charles Blue

      23.Andreas P Nicolades Cfp

      7 Miron Dr, Poughkeepsie, NY 12603

      24.Charles S Kaufman Cfp

      34 Manchester Rd, Poughkeepsie, NY 12603

      25.Edward Jones - Financial Advisor: Jeremy W Angevine

      34 N Plank Rd, Newburgh, NY 12550

      CLOSED NOW:
      Edward Jones - Financial Advisor: Jeremy W Angevine

      26.Justin M. Staie - Wilmington Advisors @ M&T

      191 Main St, New Paltz, NY 12561

      CLOSED NOW:Closed

      27.Morgan Stanley Wealth Management

      2678 South Rd, Poughkeepsie, NY 12601

      CLOSED NOW:

      28.Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

      27 Collegeview Ave, Poughkeepsie, NY 12603

      Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

      29.Wilmington Trust

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

      CLOSED NOW:Closed
      Wilmington Trust

      30.KWM Wealth Partners - Ameriprise Financial Services

      300 Westage Business Ctr Dr Ste 370, Fishkill, NY 12524

      KWM Wealth Partners - Ameriprise Financial Services
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      Annuity General

      800-335-1854

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      Seven Bridges Wealth Advisors-Ameriprise Financial Services

      23 Wallkill Ave, Wallkill, NY 12589

      845-454-3021

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      Edward Jones - Financial Advisor: Jerry Terwilleger Jr

      1508 Route 9w Ste 3, Marlboro, NY 12542

      845-317-0083

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      Brent Financial Group

      70 E Main St, Wappingers Falls, NY 12590

      845-297-1040

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      Ronnie Rosenberg, Financial Services Professional

      460 Temple Hill Rd, New Windsor, NY 12553

      845-853-4468

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

      1898 South Rd, Poughkeepsie, NY 12601

      845-567-3930

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      Charles Schwab

      2645 South Rd Ste 1, Poughkeepsie, NY 12601

      845-485-6219

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      Merrill Lynch Wealth Management

      2649 South Rd, Poughkeepsie, NY 12601

      845-431-2200

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      David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      845-454-3021

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      Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      845-454-3021

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      Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      845-454-3021

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      Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      845-454-3021

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      Andrew Buscetto - Financial Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      845-454-3021

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      Robert Blenkle - Financial Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      845-454-3021

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      Jason Burt - Financial Advisor, Ameriprise Financial Services

      176 Church St, Poughkeepsie, NY 12601

      845-454-3021

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      Rhinebeck Asset Management

      2134 State Route 208, Montgomery, NY 12549

      845-567-3930

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

      2134 State Route 208, Montgomery, NY 12549

      845-567-3930

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      Arbor Capital Wealth Advisors - Ameriprise Financial Services

      85 Civic Center Plz Ste 100, Poughkeepsie, NY 12601

      845-777-4884

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      Armando Merino - Private Wealth Advisor, Ameriprise Financial Services

      85 Civic Center Plz Ste 100, Poughkeepsie, NY 12601

      845-777-4884

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      Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

      27 Collegeview Ave, Poughkeepsie, NY 12603

      845-495-3848

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      Wells Fargo Advisors

      43 N Plank Rd, Newburgh, NY 12550

      845-565-2403

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      Allstate Personal Financial Representative: Charles Blue

      53 Route 17k Ste 10, Newburgh, NY 12550

      845-516-9837

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      Andreas P Nicolades Cfp

      7 Miron Dr, Poughkeepsie, NY 12603

      845-462-1771

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      Charles S Kaufman Cfp

      34 Manchester Rd, Poughkeepsie, NY 12603

      845-471-0997

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      Edward Jones - Financial Advisor: Jeremy W Angevine

      34 N Plank Rd, Newburgh, NY 12550

      845-562-1083

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      Justin M. Staie - Wilmington Advisors @ M&T

      191 Main St, New Paltz, NY 12561

      518-309-7218

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      Morgan Stanley Wealth Management

      2678 South Rd, Poughkeepsie, NY 12601

      845-485-2800

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      Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

      27 Collegeview Ave, Poughkeepsie, NY 12603

      845-495-3848

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      Wilmington Trust

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

      212-415-0500

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      KWM Wealth Partners - Ameriprise Financial Services

      300 Westage Business Ctr Dr Ste 370, Fishkill, NY 12524

      845-368-2900

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