Best Financial Advisors in Cold Spring, NY

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List of Firms

Cold Spring, NY Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Neil G Gargiulo, AAMS™
Location 23 Depot Plaza, Bedford Hills, NY 10507, USA
Phone (914) 244-1620
Tim Miller Associates Inc
Location 10 North St, Cold Spring, NY 10516, USA
Phone (845) 265-4400
Edward Jones - Financial Advisor: Marie A Green
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3565 Crompond Rd Ste 6, Cortlandt, NY 10567, USA
Phone (914) 736-2078
Time Monday: 11:00 AM – 8:30 PM Tuesday: 11:00 AM – 8:30 PM Wednesday: 11:00 AM – 8:30 PM Thursday: 11:00 AM – 8:30 PM Friday: 11:00 AM – 8:30 PM Saturday: Closed Sunday: Closed
Hudson Valley Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 399 Knollwood Rd Ste G10, White Plains, NY 10603, USA
Phone (914) 401-7266
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Hospicom
Location 11 Main St, Cold Spring, NY 10516, USA
Phone (845) 265-2155
Edward Jones - Financial Advisor: Anthony V DiGennaro
SEC File# 801-3297
CRD# 250

5 out of 5

Location 815 Blooming Grove Turnpike Suite 200, New Windsor, NY 12553, USA
Phone (845) 561-3374
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Hudson Dynamic Retirement
Location 565 Taxter Rd Suite 490, Elmsford, NY 10523, USA
Phone (914) 909-1518
Harper Capital Management Ltd
Location 44 Chestnut St, Cold Spring, NY 10516, USA
Phone (845) 265-4104
Edward Jones - Financial Advisor: Jonathan Glaser, AAMS™
SEC File# 801-3297
CRD# 250
Location 345 Kear St, Yorktown Heights, NY 10598, USA
Phone (914) 962-2853
Edward Jones - Financial Advisor: Bill Hammond, AAMS™
SEC File# 801-3297
CRD# 250
Location 1961 US-6 Ste U1, Carmel Hamlet, NY 10512, USA
Phone (845) 225-5410
Wells Fargo Advisors
Location 41 Chestnut St, Cold Spring, NY 10516, USA
Phone (845) 265-9261
Cold Spring Advisory Group Incorporated

5 out of 5

Location 445 Park Ave, New York, NY 10022, USA
Phone (212) 566-6060
Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 284 Main St, Beacon, NY 12508, USA
Phone (845) 831-0507
Northwestern Mutual Financial
Location 255 Greenwich Ave, Goshen, NY 10924, USA
Phone (845) 294-2811
Edward Jones - Financial Advisor: James P Kivlehan
SEC File# 801-3297
CRD# 250
Location 32 S Liberty Dr Suite 2, Stony Point, NY 10980, USA
Phone (845) 429-1434
Accountants Advisory Group LLC
Location 116 Lane Gate Rd, Cold Spring, NY 10516, USA
Phone (845) 265-9043
Omega Worldwide Inc
Location 8 Oak St, Cold Spring, NY 10516, USA
Phone (917) 701-9588
CIG Private Wealth Management
Location 110 Crystal Run Rd # 10, Middletown, NY 10941, USA
Phone (845) 956-3336
Edward Jones - Financial Advisor: Jerry Terwilleger Jr
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1508 Rte 9W Ste 3, Marlboro, NY 12542, USA
Phone (845) 317-0083
Northwestern Mutual

5 out of 5

Location 2515 South Rd #201, Poughkeepsie, NY 12601, USA
Phone (845) 224-0002
Cornerstone Financial
Location 42 Overlook Rd, Poughkeepsie, NY 12603, USA
Phone (845) 452-4080
Joseph P Lucia & Associates LLC
SEC File# 801-76540
CRD# 147625

5 out of 5

Location 3505 Hill Blvd, Yorktown Heights, NY 10598, USA
Phone (914) 352-6600
Quest Financial Services
SEC File# 801-45628
CRD# 110518

4 out of 5

Location 30 Matthews St Suite #301, Goshen, NY 10924, USA
Phone (845) 294-1313
Edward Jones - Financial Advisor: Bob Priore
SEC File# 801-3297
CRD# 250
Location 55 Quaker Ave, Cornwall, NY 12518, USA
Phone (845) 534-0181
North Shore Asset Management LLC
SEC File# 801-67773
CRD# 119487
Location 147 Main St, Cold Spring Harbor, NY 11724, USA
Phone (212) 757-7777
Prudent Financial LLC
Location 549 NY-17 Ste. F, Tuxedo Park, NY 10987, USA
Phone (845) 363-0292
Northwestern Mutual
Location 301 Main St #2g, Goshen, NY 10924, USA
Phone (845) 294-1085
Hudson Financial Services Inc
Location 1249 Pleasantville Rd, Briarcliff Manor, NY 10510, USA
Phone (914) 762-4760
Integrated Financial Consulting
SEC File# 801-107136
CRD# 130920

5 out of 5

Location 365 NY-59 Suite 251, Airmont, NY 10952, USA
Phone (845) 426-6300
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About Cold Spring, NY

Cold Spring, NY is a small town located in the Hudson Valley region of New York. The town is home to a number of popular tourist destinations, including the Cold Spring Harbor Laboratory and the Boscobel Restoration. Major employers in the area include IBM and PepsiCo. The town is located along Route 9D and is served by the Metro-North Railroad. The town's neighborhoods include Cold Spring Village, Garrison, and Nelsonville.

Where Certified Financial Advisors in Cold Spring, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cold Spring, NY have a number of banking options to choose from. Banks can provide residents with a variety of services, such as checking and savings accounts, loans, and credit cards. Residents can also use their banks to manage their finances and investments. Choosing the right bank is important, so it's important for residents to research their options before deciding on a bank.

Insurance Broker

Residents of Cold Spring, NY can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and navigate the complex insurance system. Residents of Cold Spring, NY should contact an insurance broker today to get started on securing quality coverage for their family or business.

Retirement Planning

Financial advisors can help Cold Spring, NY residents with retirement planning by helping them to create a budget and invest money wisely. They can also provide advice on when to retire and how much money to have saved up by that time. In addition, financial advisors can help retirees adjust their spending habits so they can live comfortably during retirement.

Wealth Management

Residents of Cold Spring, NY can take advantage of wealth management services to help them grow their assets and protect their finances. Wealth management is a process that involves creating and implementing a plan for managing your money. A wealth manager will work with you to identify your goals and create a plan that will help you reach them. They can also help you make smart investment choices, manage your taxes, and protect your money from scams and fraud. If you are looking for a way to secure your financial future, wealth management may be the solution you need.

Estate Planning Lawyer

Estate planning lawyers can help Cold Spring, NY residents protect their assets and ensure that their loved ones are taken care of after they die. They can also help individuals plan for the future, by creating trusts and other legal documents that will help them achieve their financial goals. In addition, estate planning lawyers can advise families on how to deal with difficult situations such as Alzheimer's disease or a pending divorce.

Mortgage Loan Officer

Mortgage loan officers can help Cold Spring, NY residents by providing them with the best options for their mortgage. They can also provide advice on what type of mortgage to get and how to get the best rates. In addition, mortgage loan officers can help residents understand the terms of their mortgages and answer any questions they may have about them.

Tax Services

Tax accountants in Cold Spring, NY can help residents with a variety of tax services. These services include preparing and filing taxes, as well as providing advice on how to reduce one's tax liability. In addition, many tax accountants offer free consultations, so it is a good idea to speak with several professionals before selecting one.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Cold Spring, NY