📍 31 S Plank Rd, Newburgh, NY, 12550
📞 845-245-4733
📍 1450 Route 300 Ste 4, Newburgh, NY, 12550
📞 845-565-5911
📍 100 Stony Brook Ct, Newburgh, NY, 12550
📞 845-563-0537
🌐 www.compassamg.com
Highly skilled asset manager and financial planner with an established practice encompassing 23 years. Have served in various management/leadership roles with both regional and Fortune 500 companies. Strengths include technical market knowledge, financial & estate planning, prudent asset management & communications. Currently serve as President/Owner of a family office style, private wealth management firm that delivers to clients a consultative based wealth advisory process. We help our clients to identify specific financial goals & concerns, develop an investment policy statement, create financial strategies, manage assets in a risk appropriate environment, control tax implications, establish growing income streams and design strategies to transfer wealth or provide advice on managing philanthropic interests.
Updated Sep 2026
📍 16 Hill St, Newburgh, NY, 12550
📞 845-562-3744
🌐 shickleenterprises.com
Financial Security Group Inc is a financial planning firm located in Newburgh, New York. It provides a range of financial planning services to individuals and businesses in the area. Recent online activity indicates the firm is actively engaging with clients and the community.
📍 280 Broadway Ste 401, Newburgh, NY, 12550
📞 845-565-5911
📍 211 Fishkill Ave, Beacon, NY, 12508
📞 845-765-0000
📍 815 Blooming Grove Tpke Ste 601, New Windsor, NY, 12553
📞 845-561-3010
📍 86 Mountain Ln, Beacon, NY, 12508
📞 845-849-3212