Financial Planning Financial Planners locations near Patterson, NY

Showing 1–10 of 10 results

This page indexes 10 financial planning financial planners listings for Patterson, NY, covering 5 ZIP codes. Details on this page were last refreshed Sep 2026.

Horn & Thomes Inc

📍 83 E Main St, Pawling, NY, 12564

📞 845-593-4235

Horn & Thomes, Inc. offers you complete Funeral Services. It is our focus and goal that visitors feel welcome as soon as they arrive. From the moment of greeting at the front door we strive to put visitors and families at ease. Comfortable decor and setting allows families and friends to celebrate the lives of their loved ones. While there are many churches of all faiths close by, if you so choose, we are able to provide a dignified service for your loved one in our home.

Greenwell Financial

📍 7 Zinn Rd, Danbury, CT, 06811

📞 203-794-7156

Now you can have the confidence to invest with purpose - pushing for environmental stewardship, fair labor practices, sound corporate governance and a thriving local community. All while receiving good ol’ fashioned, savvy financial advice. Talk about having your kale and eating it too!

Edward Jones - Financial Advisor: Bill Flash

📍 20 Milltown Rd Ste 203, Brewster, NY, 10509

📞 845-278-1634

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 tax-smart investor.

P.t. Nilsen Construction Corp.

📍 48 Shore Dr, Brewster, NY, 10509

📞 845-279-2010

P. T. Nilsen Construction Corp, Inc. is a second generation, family owned construction company based in Brewster , NY. P. T. Nilsen was established in 1972 specializing in the remodeling and building of exquisite, custom homes in New York and Connecticut.

Exciting Expressions

📍 1072 Route 311, Patterson, NY, 12563

📞 845-878-3011

🌐 excitingexpressions.com

CPR Home Solutions

📍 355 South Rd, Holmes, NY, 12531

📞 845-549-8964

🌐 www.cprhomesolutions.com

We are a full service real estate investment company that buys and sells homes throgh out the Hudson Valley

Intergrated Financial Partners

📍 185 Route 312, Brewster, NY, 10509

📞 845-278-2629

Progressive Benefits

📍 185 Route 312, Brewster, NY, 10509

📞 845-278-2629

Updated Sep 2026

Finesco Assocs Inc

📍 38 Starr Ridge Rd, Brewster, NY, 10509

📞 845-278-8290

🌐 finesco.cc

Finesco Assocs Inc is a financial planning firm located in Brewster, New York. They offer a range of services including college funding, estate planning, investment planning, and tax preparation among others. The firm provides products such as annuities and focuses on comprehensive financial strategies for individuals and families.

Infinity Wealth Management

📍 2 Starr Ridge Rd, Brewster, NY, 10509

📞 845-278-8638