Investment Services locations near Newburgh, NY

Showing 1–10 of 10 results

Our Newburgh, NY directory covers 10 investment services listings in 3 ZIP codes. Listings here were last checked in Oct 2026.

Edward Jones - Financial Advisor: TIM Bardin

Investment Services

📍 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.

Edward Jones - Financial Advisor: Thomas J Geoghegan

Investment Services

📍 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.

Edward Jones - Financial Advisor: Anthony V Digennaro

Investment Services

📍 815 Blooming Grove Tpke Ste 200, New Windsor, NY, 12553

📞 845-561-3374

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.

Edward Jones - Financial Advisor: Bob Priore

Investment Services

📍 55 Quaker Ave, Cornwall, NY, 12518

📞 845-534-0181

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.

Updated Oct 2026

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.