Investment Management Services locations near Wappingers Falls, NY

Carr & Associates

📍 20 High St, Beacon, NY, 12508

📞 845-765-2766

Edward Jones - Financial Advisor: TIM Bardin

📍 34 N Plank Rd, Newburgh, NY, 12550

📞 845-562-1083

🌐 edwardjones.com

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.

Focused Wealth Management Inc

📍 220 State Route 299, Highland, NY, 12528

📞 845-691-4037

New Horizon Asset Mgmt LLC

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

📞 845-567-3930

🌐 nhamg.com