Investment Management Services locations near Garrison, NY

Performance Equity Management LLC

📍 12 Foster Ct, Croton On Hudson, NY, 10520

📞 914-827-9335

Carr & Associates

📍 20 High St, Beacon, NY, 12508

📞 845-765-2766

Compass Asset Management Group

📍 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.

New Horizon Asset Mgmt LLC

📍 11 Racquet Rd Ste 2, Newburgh, NY, 12550

📞 845-567-3930

🌐 nhamg.com

Solaris Asset Management

📍 2 Depot Plz, Bedford Hills, NY, 10507

📞 914-241-2222

🌐 solarisasset.com

Solaris Asset Management is an investment services firm located in Bedford Hills, New York. The firm offers consultations and executive search services to clients. With recent online activity noted in 2026, it appears to be an active player in the investment sector.

Edward Jones - Financial Advisor: Daniel S Tanaka

📍 105 Gatehouse, Somers, NY, 10589

📞 914-669-8133

🌐 edwardjones.com/en_us/fa/index.html&cirn=713332

Edward Jones - Financial Advisor: TIM Bardin

📍 34 N Plank Rd, Newburgh, NY, 12550

📞 845-562-1083

🌐 edwardjones.com