Best Financial Advisors in Newburgh, NY

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List of Firms

Newburgh, NY Fiduciary Financial Advisors

Spencers Financial Services

5 out of 5

Location 735 Broadway, Newburgh, NY 12550, USA
Phone (845) 220-2080
Compass Asset Management Group
SEC File# 801-60468
CRD# 113908

5 out of 5

Location 100 Stony Brook Ct, Newburgh, NY 12550, USA
Phone (845) 563-0537
Commonwealth Financial Network, Jacqueline E. Dufresne
Location 31 S Plank Rd, Newburgh, NY 12550, USA
Phone (845) 245-4733
Edward Jones - Financial Advisor: Tim Bardin
SEC File# 801-3297
CRD# 250

5 out of 5

Location 34 N Plank Rd, Newburgh, NY 12550, USA
Phone (845) 562-1083
Hudson Valley Estate Planning Council
Location 276 NY-17K, Newburgh, NY 12550, USA
Phone (845) 564-3654
Peak Financial Group LLC
Location 340 Main St, Beacon, NY 12508, USA
Phone (845) 224-6325
Kenan Financial, CPA

4 out of 5

Location 145 Windsor Hwy, Newburgh, NY 12550, USA
Phone (845) 562-6303
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 23 Wallkill Ave, Wallkill, NY 12589, USA
Phone (845) 454-3021
HVLAD Advisors

5 out of 5

Location 65 Otterkill Rd, New Windsor, NY 12553, USA
Phone (845) 243-0134
Advent Valuation Advisors
Location 11 Racquet Rd, Newburgh, NY 12550, USA
Phone (845) 567-0900
FSC Wealth Advisors, LLC

5 out of 5

Location 1 Summit Ct Suite 100, Fishkill, NY 12524, USA
Phone (845) 297-0300
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
Edward Jones - Financial Advisor: Jeremy W Angevine
Location 1133 Route 55 North Building, Suite B, Lagrangeville, NY 12540, USA
Phone (845) 471-6346
Vincent T Trovato - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 21 Old Main St Ste 201, Fishkill, NY 12524, USA
Phone (845) 896-7520
Mid-Hudson Valley Federal Credit Union

5 out of 5

Location 1224 NY-300, Newburgh, NY 12550, USA
Phone (845) 336-4444
Image of Newburgh, NY

About Newburgh, NY

Newburgh is a city in Orange County, New York, United States. The city is the county seat of Orange County. As of the 2010 census, the city's population was 28,258. It is part of the New York metropolitan area. The landmarks in Newburgh are the Waterfront and Beacon historic districts, both of which are listed on the National Register of Historic Places. The most notable employer in the city is St. Luke's Cornwall Hospital. Major highways and streets include Interstate 84 and U.S. Route 9W. The neighborhoods in Newburgh are the Upper Highlands, Midtown, and South Side.

Where Certified Financial Advisors in Newburgh, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many different services that banks can provide Newburgh, NY residents. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services such as online banking, mobile banking, and text message banking. They may also offer investment advice, insurance products, and trust services.

Insurance Broker

Residents of Newburgh, NY have a lot to worry about, from crime to the economy. But one thing that shouldn't be a concern is whether they have the right insurance coverage. That's where insurance brokers come in. Insurance brokers are there to help people find the best policies for their needs and budgets. They can also help people save money on their premiums by finding discounts and negotiating better rates. And since brokers work with a variety of insurers, they can compare policies and find the one that's best for each individual client.

Retirement Planning

Most people in Newburgh, NY don't have a financial advisor to help them with their retirement planning. This can be a problem because if you don't have someone to help you, then you might not be saving enough money or investing your money in the right way. A financial advisor can help you figure out how much money you need to save for retirement and can also recommend different types of investments that will give you a good return on your investment.

Wealth Management

Residents of Newburgh, NY can benefit from wealth management services in order to make the most of their finances. A professional wealth manager can help you save money, grow your investments, and plan for the future. By working with a wealth manager, you can rest assured that your money is in good hands and that you are making the most of your financial resources.

Estate Planning Lawyer

Estate planning lawyers can help Newburgh, NY residents protect their assets and ensure that their loved ones are taken care of after they die. These lawyers can also help people create wills and trusts, which can make the process of transferring property much easier. In addition, estate planning lawyers can advise people on how to reduce their tax liability.

Mortgage Loan Officer

Mortgage loan officers can help Newburgh, NY residents in a variety of ways. They can work with homeowners to find the best mortgage products for their needs, provide advice on refinancing and home equity loans, and help people understand their credit reports. Mortgage loan officers can also assist people who are struggling to make their monthly payments by helping them explore options such as loan modification or foreclosure prevention.

Tax Services

Residents of Newburgh, NY can benefit from the services of tax accountants. These professionals can help residents prepare and file their taxes, as well as offer advice on how to reduce their tax liability. In addition, tax accountants can help residents take advantage of deductions and credits that they may be eligible for.


FAQs About Personal Financial Advisors in Newburgh, NY