📍 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.
📍 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.
📍 243 Main St #100 #100, New Paltz, NY, 12561
📞 845-255-2955
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.
📍 1658 Route 300, Newburgh, NY, 12550
📞 845-566-6100
📍 356 N Plank Rd, Newburgh, NY, 12550
📞 845-566-1764
📍 7 Maplebrook Ln, New Paltz, NY, 12561
📞 845-256-1950
📍 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.
📍 Serving Your Area, Marlborough, NY, 12542
📞 845-236-4717