📍 55 Quaker Ave, Cornwall, NY, 12518
📞 845-534-0181
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.
📍 815 Blooming Grove Tpke Ste 200, New Windsor, NY, 12553
📞 845-561-3374
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.
📍 34 N Plank Rd, Newburgh, NY, 12550
📞 845-562-1083
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.
📍 259 Route 17k, Newburgh, NY, 12550
📞 845-670-5292
A.P.T. Accounting & Tax Service has been the go-to accounting and tax preparation firm in Newburgh, New York, for more than 25 years. In those years, we've expanded our clientele base from 200 people to 600 people. Whether you need to file your annual tax return or simply want someone else to handle your books, feel at ease knowing our pros with more than 35 years of experience are ready to help you. Contact our accounting and tax preparation for service you can rely on.
📍 297 S Plank Rd, Newburgh, NY, 12550
📞 845-566-7379
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.
📍 460 Temple Hill Rd, New Windsor, NY, 12553
📞 845-563-9325
Eagle Strategies LLC, A Registered Investment Adviser, offers an objective, fee-based approach to financial planning. The solutions we recommend and the st
📍 100 Commerce Dr, New Windsor, NY, 12553
📞 845-245-3222
📍 280 Broadway Ste 401, 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.
📍 145 Main St, Cold Spring, NY, 10516
📞 845-809-5259