Mutual Funds in West Park, NY

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1. Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™

Edward Jones - Financial Advisor: Dominick P Profaci, AAMS™

4246 Albany Post Rd, Hyde Park, NY 12538

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

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…

YP
103 Years
in Business

2. Nationwide Insurance

Nationwide Insurance

36 S Chodikee Lake Rd, Highland, NY 12528

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

From Business: Nationwide Insurance Agent Steven Laubach is your local agent providing free quotes for auto insurance, car insurance, home insurance, life insurance, and health insurance.

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

Justin M. Staie - Wilmington Advisors @ M&T

191 Main St, New Paltz, NY 12561

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

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…

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

David Mazzetti - Private Wealth 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…

5. Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

Matthew Meddaugh - 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…

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

Max DiSesa - Private Wealth 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…

7. Jason Burt - Financial Advisor, Ameriprise Financial Services

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…

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

Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY 12603

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. Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY 12603

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…

10. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

2678 South Rd, Poughkeepsie, NY 12601

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

From Business: Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Poughkeepsie, N.Y., it offers a range of services in the…

13. Prudential Financial

Prudential Financial

68 Violet Ave, Poughkeepsie, NY 12601

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

15. Gilman & Ciocia

Gilman & Ciocia

11 Raymond Ave, Poughkeepsie, NY 12603

CLOSED NOW:9:00 am - 5:00 pm
YP
44 Years
in Business

20. Ulster Savings Bank

Ulster Savings Bank

180 Schwenk Dr, Kingston, NY 12401

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

From Business: At Ulster Savings Bank we offer a broad range of solutions with a level of expertise and personal service that you won't find anywhere else. Not to mention, we're as local as…

YP
174 Years
in Business

21. Edward Jones - Financial Advisor: Erin M Clancy

Edward Jones - Financial Advisor: Erin M Clancy

1571 Ulster Ave Ste 2, Lake Katrine, NY 12449

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

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…

YP
103 Years
in Business

22. Christopher T. Fenton - Wilmington Advisors @ M&T

Christopher T. Fenton - Wilmington Advisors @ M&T

6375 Mill St, Rhinebeck, NY 12572

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

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…

23. Justin Semke - Financial Advisor, Ameriprise Financial Services

Justin Semke - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

CLOSED NOW:8:00 am - 7:00 pm

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…

24. Mark Cukaj - Financial Advisor, Ameriprise Financial Services

Mark Cukaj - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

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

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. Ulster Savings Bank

Ulster Savings Bank

1 Twin Maples Plz, Saugerties, NY 12477

CLOSED NOW:8:30 am - 6:00 pm

29. Ulster Savings Bank

Ulster Savings Bank

7582 N Broadway Ste 101, Red Hook, NY 12571

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

30. Ulster Savings Bank

Ulster Savings Bank

1387 Route 9, Wappingers Falls, NY 12590

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

We found 30 results for Mutual Funds in or near West Park, NY.They also appear in other related business categories including Investments, Investment Management, and Investment Advisory Service. 1 of these businesses has an A/A+ BBB rating.


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