📍 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.
📍 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.
📍 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.
📍 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
📍 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.
📍 280 Broadway Ste 401, Newburgh, NY, 12550
📞 845-565-5911
📍 460 Temple Hill Rd, New Windsor, NY, 12553
📞 845-220-2105
📍 290 Broadway, Newburgh, NY, 12550
📞 845-562-7809