Investment Management Services locations near Marlboro, NY

Showing 1–5 of 5 results

Marlboro, NY has 5 investment management services listings across 3 ZIP codes. Details on this page were last refreshed Aug 2026.

Carr & Associates

Business Management Consultants

📍 20 High St, Beacon, NY, 12508

📞 845-765-2766

Compass Asset Management Group

Investment Management Services

📍 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.

Updated Aug 2026