Banks & Credit Unions in Cold Spring, NY

We did the hard work of finding trustworthy partners in Cold Spring, NY. Fill out the form to get connected.

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bank Branches and ATMs in Cold Spring, NY

Chase Bank
2 out of 5
Location 271 Main St, Highland Falls, NY 10928, USA
Phone (845) 446-4981
Directions
Citizens Bank
5 out of 5
Location 344 Main St, Beacon, NY 12508, USA
Phone (845) 831-8100
Directions
LibertyX Bitcoin ATM
Location 45 Fair St, Cold Spring, NY 10516, USA
Phone (800) 511-8940
Directions
Citizens Bank
3 out of 5
Location 406 NY-32, Vails Gate, NY 12584, USA
Phone (845) 562-1510
Directions
LibertyX Bitcoin ATM
Location 349 Main St, Cold Spring, NY 10516, USA
Phone (800) 511-8940
Directions
Chase Bank
3 out of 5
Location 353 Windsor Hwy, New Windsor, NY 12553, USA
Phone (845) 565-5380
Directions
ATM
SEC File# 801-111055
CRD# 158043
Location 3083 US-9, Cold Spring, NY 10516, USA
Directions
KeyBank
5 out of 5
Location 119 Temple Hill Rd, New Windsor, NY 12553, USA
Phone (845) 565-8714
Directions
ATM
SEC File# 801-111055
CRD# 158043
Location 289 Main St, Cold Spring, NY 10516, USA
Directions
USAA Financial Center
3 out of 5
Location 529 Main St, Highland Falls, NY 10928, USA
Phone (845) 839-7021
Directions
ATM
SEC File# 801-111055
CRD# 158043
Location 120 Main St, Cold Spring, NY 10516, USA
Directions
Wells Fargo Bank
4 out of 5
Location 41 Chestnut St, Cold Spring, NY 10516, USA
Phone (845) 265-9261
Directions
ATM
SEC File# 801-111055
CRD# 158043
Location 3196 US-9, Cold Spring, NY 10516, USA
Directions
PenFed Credit Union
4 out of 5
Location United States Military Academy, Thayer Rd Bldg 600, West Point, NY 10996, USA
Phone (800) 247-5626
Directions
Wallkill Valley Federal Savings & Loan
4 out of 5
Location 225 Main St, Highland Falls, NY 10928, USA
Phone (845) 446-4711
Directions
Banks in Cold Spring, NY

Where Cold Spring, NY Banks & Credit Unions Serve

Cold Spring, NY is a picturesque village nestled in the Hudson River Valley, boasting a rich history and an array of landmarks. One of the most notable landmarks is the West Point Foundry Preserve, a 87-acre park that was once the site of an ironworks factory that produced cannons for the Union Army during the Civil War. Another must-see attraction is the Cold Spring Harbor Lighthouse, which dates back to 1838 and offers stunning views of the Hudson River. The village is home to a variety of top employers, including the Hudson Valley Shakespeare Festival, the Cold Spring Apothecary, and the Cold Spring Boat Club. Major highways that run through the area include Route 9D and Route 301, while Main Street and Market Street are two of the most bustling thoroughfares in the village. Cold Spring is divided into several distinct neighborhoods, each with its own unique character.

Cold Spring, NY Banking Related Services

Insurance Broker

Residents of Cold Spring, NY can greatly benefit from the services of an insurance broker. With the town's proximity to the Hudson River and its location in a flood-prone area, an insurance broker can help residents find the right flood insurance coverage to protect their homes and belongings. Additionally, with the town's high cost of living, an insurance broker can assist residents in finding affordable health insurance plans that meet their specific needs and budget. Furthermore, with the town's growing population of small business owners, an insurance broker can provide valuable guidance on selecting the right business insurance coverage to protect their assets and employees. Overall, an insurance broker can provide invaluable support and peace of mind to residents of Cold Spring, NY in navigating the complex world of insurance.

Retirement Planning

Residents of Cold Spring, NY would greatly benefit from the guidance of a retirement planner. With its charming small-town atmosphere and proximity to the Hudson River, Cold Spring is a popular destination for retirees. A retirement planner can help residents navigate the complexities of retirement planning, including managing assets, creating a budget, and identifying potential sources of income. Additionally, a planner can help residents make informed decisions about healthcare, long-term care, and estate planning. Given the unique characteristics of Cold Spring, such as its picturesque Main Street and thriving arts community, a retirement planner can also help residents identify local resources and opportunities that can enhance their retirement experience.

Wealth Management

Residents of Cold Spring, NY could benefit from the expertise of a wealth manager in a variety of ways. Specifically, given the town's location in the Hudson Valley and its proximity to New York City, many residents may have significant assets tied up in real estate or other investments. A wealth manager could help these individuals develop a comprehensive financial plan that takes into account their goals and risk tolerance, as well as the unique characteristics of the local market. Additionally, a wealth manager could provide guidance on tax planning, estate planning, and other complex financial issues that may be particularly relevant to residents of Cold Spring and the surrounding area. By working with a skilled wealth manager, residents of Cold Spring can feel confident that their financial future is in good hands.

Financial Advisor

Residents of Cold Spring, NY could benefit from a financial advisor in a number of ways. One of the most common ways would be in planning for retirement. Cold Spring is a small village in the Hudson Valley, and many of its residents are approaching retirement age. A financial advisor could help them create a plan for saving and investing that will allow them to retire comfortably. Additionally, many Cold Spring residents own second homes or rental properties in the area. A financial advisor could provide guidance on managing these investments and maximizing their return. Finally, the cost of living in Cold Spring is relatively high, so many residents may need help managing their day-to-day expenses and budgeting effectively. A financial advisor could provide valuable advice on how to reduce expenses and increase savings, helping Cold Spring residents achieve their financial goals.

Mortgage Loan Officer

Residents of Cold Spring, NY can benefit greatly from the expertise of a mortgage loan officer. As a small town located along the Hudson River, Cold Spring has a unique housing market that requires a specialized approach. A mortgage loan officer can help residents navigate the intricacies of purchasing a home in Cold Spring, whether it be a historic Victorian or a modern condo. They can also assist in finding the best mortgage rates and loan options for each individual's financial situation. With their knowledge of the local market and lending practices, a mortgage loan officer can make the home buying process in Cold Spring much smoother and less stressful.

Tax Services

Residents of Cold Spring, NY can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by providing guidance on tax deductions and credits that are specific to the area. For instance, residents who own historic homes may be eligible for tax breaks that are not available in other areas. A tax advisor can also help residents navigate complex tax laws and ensure that they are in compliance with federal and state tax regulations. Additionally, a tax advisor can provide advice on tax planning strategies that can help residents minimize their tax liability and maximize their savings. Overall, a tax advisor can be a valuable resource for residents of Cold Spring, NY who want to make informed decisions about their finances and ensure that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Cold Spring, NY can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents is by creating a comprehensive estate plan that includes wills, trusts, and other legal documents that ensure their wishes are carried out after their passing. This is particularly important in Cold Spring, NY, where many residents own historic homes and properties that have been in their families for generations. An estate planning lawyer can also assist with probate and estate administration, ensuring that the process is as smooth and stress-free as possible for the family members left behind. Additionally, an estate planning lawyer can provide guidance on tax planning, charitable giving, and other important financial considerations that can impact the legacy that residents leave behind.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs