Investment Advisory Service in Summitville, NY

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1. Coombe Financial Service

Coombe Financial Service

129 S Main St, Ellenville, NY 12428

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

4. Rule, Bonnie J

Rule, Bonnie J

59 Boniface Dr, Pine Bush, NY 12566

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

5. Coombe Financial Service

Coombe Financial Service

6872 Route 209, Wawarsing, NY 12489

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

From Business: Coombe, Bender & Company LLC will serve as your partner in the pursuit of financial independence. We function as an independent source of financial information and as advisors…

YP
41 Years
in Business

6. Affinity Advantage Financial Solutions

Affinity Advantage Financial Solutions

633 Route 211 E, Middletown, NY 10941

CLOSED NOW:9:00 am - 4:00 pm

From Business: Our mission is to make you feel as if you have a financial expert as a member of your family. We understand the challenges families face today. From managing debt to saving for…

7. Anderson, Thomas

Anderson, Thomas

90 Crystal Run Rd, Middletown, NY 10941

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

From Business: Welcome to Merrill Lynch in Middletown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

8. Lutfy, Gregory

Lutfy, Gregory

90 Crystal Run Rd, Middletown, NY 10941

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

From Business: Welcome to Merrill Lynch in Middletown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

9. McGimpsey, Thomas

McGimpsey, Thomas

90 Crystal Run Rd, Middletown, NY 10941

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

From Business: Welcome to Merrill Lynch in Middletown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

10. Regan, Kevin

Regan, Kevin

90 Crystal Run Rd, Middletown, NY 10941

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

From Business: Welcome to Merrill Lynch in Middletown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

11. Murphy, Thomas

Murphy, Thomas

90 Crystal Run Rd, Middletown, NY 10941

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

From Business: Welcome to Merrill Lynch in Middletown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

12. Coakley, Ryan

Coakley, Ryan

90 Crystal Run Rd, Middletown, NY 10941

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

From Business: Welcome to Merrill Lynch in Middletown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

13. Collesano, Robert S

Collesano, Robert S

90 Crystal Run Rd, Middletown, NY 10941

CLOSED NOW:8:30 am - 5:00 pm

From Business: Welcome to Merrill Lynch in Montvale, NJ. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

14. Washalski, Tammy

Washalski, Tammy

13 James P Kelly Way, Middletown, NY 10940

CLOSED NOW:8:30 am - 5:00 pm

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

15. Alissa Provanzana Vice President Rhinebeck Asset Managemen

Alissa Provanzana Vice President Rhinebeck Asset Managemen

2134 State Route 208, Montgomery, NY 12549

CLOSED NOW:8:30 am - 5:00 pm

From Business: Alissa brings over a decade of financial experience and expertise to Rhinebeck Asset Management, guiding clients with the creation and management of their investment…

24. Walden Savings Bank

Walden Savings Bank

50 Boniface Dr, Pine Bush, NY 12566

CLOSED NOW:8:30 am - 4:30 pm

From Business: Since we opened our first branch in 1872, it has been our top priority to help our neighbors realize their dreams, grow local businesses and support the people that make a…

YP
153 Years
in Business

25. Walden Savings Bank

Walden Savings Bank

2108 Route 302, Circleville, NY 10919

CLOSED NOW:8:30 am - 4:30 pm

From Business: Since we opened our first branch in 1872, it has been our top priority to help our neighbors realize their dreams, grow local businesses and support the people that make a…

YP
153 Years
in Business

26. Edward Jones - Financial Advisor: Ulana M Emerson

Edward Jones - Financial Advisor: Ulana M Emerson

779 Route 211 E, Middletown, NY 10941

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…

27. Walden Savings Bank

Walden Savings Bank

99 clinton street, Montgomery, NY 12549

CLOSED NOW:8:30 am - 4:30 pm

From Business: Since we opened our first branch in 1872, it has been our top priority to help our neighbors realize their dreams, grow local businesses and support the people that make a…

YP
153 Years
in Business

28. Walden Savings Bank

Walden Savings Bank

2 Bank St, Walden, NY 12586

CLOSED NOW:8:30 am - 4:30 pm

From Business: Since we opened our first branch in 1872, it has been our top priority to help our neighbors realize their dreams, grow local businesses and support the people that make a…

YP
153 Years
in Business

29. Orange Bank & Trust Company

Orange Bank & Trust Company

212 Dolson Ave, Middletown, NY 10940

CLOSED NOW:9:00 am - 4:00 pm

From Business: Orange Bank & Trust Company (NASDAQ: OBT) is an independent bank that began with the vision of 14 founders over 130 years ago. It has grown through conservative banking…

30. Rhinebeck Asset Management

Rhinebeck Asset Management

2134 State Route 208, Montgomery, NY 12549

CLOSED NOW:8:30 am - 5:00 pm

From Business: Rhinebeck Asset Management, guiding clients with the creation and management of their investment portfolios, retirement planning and overall comprehensive financial planning.

We found 37 results for Investment Advisory Service in or near Summitville, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Securities. 1 of the rated businesses has 4+ star ratings.


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