📍 100 Route 17k, Newburgh, NY, 12550
📞 845-245-4761
🌐 citgo.com
📍 515 Broadway, Newburgh, NY, 12550
📞 845-565-4295
🌐 citgo.com
📍 15 Little Brook Ln Ste 3, Newburgh, NY, 12550
📞 845-566-5071
📍 249 N Plank Rd, Newburgh, NY, 12550
📞 845-561-1395
📍 98 Grand St, Newburgh, NY, 12550
📞 845-562-2020
📍 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, Newburgh, NY, 12550
📞 845-566-6505
📍 350 Fostertown Rd, Newburgh, NY, 12550
📞 845-563-9091
📍 623 Broadway Ste 1, Newburgh, NY, 12550
📞 845-562-6572
🌐 ddmailing.com
📍 157 Robinson Ave, Newburgh, NY, 12550
📞 845-561-4253