📍 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.
📍 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.
📍 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.
📍 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.
📍 148 Temple Hill Rd, New Windsor, NY, 12553
📞 845-561-8400
📍 357 Windsor Highway Ste 500, New Windsor, NY, 12553
📞 845-562-1664
📍 460 Temple Hill Rd, New Windsor, NY, 12553
📞 845-220-2105
📍 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
📍 460 Temple Hill Rd, New Windsor, NY, 12553
📞 845-569-8200
🌐 newyorklife.com
Updated Sep 2026
📍 2 Orr Hatch, Cornwall, NY, 12518
📞 845-534-6818
🌐 1031investmentservices.com
1031 Investment Services is a real estate brokerage located in Cornwall, New York, specializing in office buildings. The firm has an active online presence as of 2026, indicating ongoing operations. Clients in the area can seek assistance with investment opportunities in commercial real estate.