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State DirectoryInvestments in Staatsburg, NY
1. Colonial Group Metals LLC
Serving the Staatsburg Area
From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…
2. Annuity General
Serving the Staatsburg Area
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…
3. Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™
4246 Albany Post Rd, Hyde Park, NY 12538
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…
5. Mid-Hudson Valley Federal Credit Union
185 Broadway Route 9w, Port Ewen, NY 12466
From Business: Offering a true community bank feel, our Port Ewen branch sits right in the heart of town. The Port Ewen teams prides itself on community integration and strengthening of…
6. Christopher T. Fenton - Wilmington Advisors @ M&T
6375 Mill St, Rhinebeck, NY 12572
From Business: Your goals and experiences are unique, which is why I’ll work with you to build a personalized plan that puts your most important goals front and center. Together, we can gain…
7. John G Ullman & Associates Inc
20 E Market St, Rhinebeck, NY 12572
From Business: John G. Ullman & Associates, Inc. has been providing comprehensive wealth management services to residents of Rhinebeck, NY for nearly 20 years. Financial planning is only the…
8. Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services
30 E Market St Ste 1, Rhinebeck, NY 12572
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…
9. Wells Fargo Advisors
6423 Montgomery St Ste 10, Rhinebeck, NY 12572
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
12. Gilman & Ciocia
11 Raymond Ave, Poughkeepsie, NY 12603
13. 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…
14. Morgan Stanley Wealth Management
91 N Front St, Kingston, NY 12401
From Business: Morgan Stanley Smith Barney LLC is one of the leading global companies in wealth management. Located in Kingston, N.Y., the company provides a range of investment banking,…
22. Jason Burt - 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…
23. Mid-Hudson Valley Federal Credit Union
7472 S Broadway, Red Hook, NY 12571
From Business: Nestled in the heart of town, MHV’s Red Hook branch offers an outstanding member experience and technology-driven features all while maintaining a home-town feel
24. Mid-Hudson Valley Federal Credit Union
123 Hurley Ave, Kingston, NY 12401
From Business: MHV’s Hurley Avenue Branch works to provide members with the right products and services to help them meet all their financial needs and goals. Stop in and see why 90,000+…
25. Mid-Hudson Valley Federal Credit Union
1099 Morton Blvd, Kingston, NY 12401
From Business: The Main Kingston Branch, also known as Credit Union Center (CUC). As the flagship branch, the Main Branch team takes a lot of pride in helping the people of the Kingston…
26. Mid-Hudson Valley Federal Credit Union
5 Wingate Way, Highland, NY 12528
From Business: You’re greeted by name at our Highland branch, where the team works hard to build relationships with all their members. Located conveniently next to Hannaford on Wingate Way,…
27. Disesa, Max, CFP
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…
28. Mid-Hudson Valley Federal Credit Union
6567 Spring Brook Ave, Rhinebeck, NY 12572
From Business: MHV’s Rhinebeck branch is directly across from the Dutchess County Fairgrounds. The Rhinebeck team considers themselves fortunate to live and work in such a wonderful community…
29. Russell, Peter S
1540 Route 44 Main St, Pleasant Valley, NY 12569
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…
30. Trustco Bank
4 Morgans Way, Red Hook, NY 12571
From Business: Trustco Bank has been the low-cost provider of high-quality products and services since opening for business in 1902. 100 years later, the company began a large expansion,…