Financial Planning Financial Planners locations near Rosendale, NY

Showing 1–10 of 10 results

We track 10 financial planning financial planners listings in and around Rosendale, NY, spread over 4 ZIP codes. Listings here were last checked in Oct 2026.

Ameriprise Financial

📍 3056 State Route 213 E, Stone Ridge, NY, 12484

📞 845-687-2700

Money Concepts Financial Planning Center

📍 321 Wall St, Kingston, NY, 12401

📞 845-339-3775

Hudson Valley Financial Svcs

📍 108 N Front St, Kingston, NY, 12401

📞 845-331-1108

Independent Financial Services

📍 45 N Front St, Kingston, NY, 12401

📞 845-339-0900

🌐 ifsmoneymanagement.com

Updated Oct 2026

The Reis Group

📍 475 Washington Ave, Kingston, NY, 12401

📞 845-338-4656

🌐 reisinsurance.com

The Reis Group is an employee benefits insurance provider located in Kingston, New York. With a recent online presence noted in 2026, the firm offers various insurance solutions tailored for employee benefits. Local businesses seeking assistance in this area can reach out to them for more information.

Connelly Terrace

📍 20 Florida, Kingston, NY, 12401

📞 845-339-1505

Morgan Stanley

📍 Serving Your Area, Kingston, NY, 12401

📞 800-962-7115

Updated Aug 2026

Ulster Savings Bank

📍 226 Main St, New Paltz, NY, 12561

📞 845-255-5470

🌐 ulstersavings.com

Schain & Company

📍 70 N Putt Corners Rd, New Paltz, NY, 12561

📞 845-255-5888

🌐 schainandcompany.com

Sterling Manor Financial, LLC

📍 84 Knollwood Rd, Rhinebeck, NY, 12572

📞 845-617-5071

🌐 www.sterlingmanorfinancial.com

We at Sterling Manor LLC guide you on every aspect of financial planning, providing unbiased solutions by our experienced team of financial advisers.