Best Financial Advisors in Staatsburg, NY

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List of Firms

Staatsburg, NY Fiduciary Financial Advisors

Bantam Inc.
Location 107 East Meadowbrook Ln, Staatsburg, NY 12580, USA
Phone (845) 605-1007
Language http://bant.am/
Rhinebeck Wealth Advisors
Location Rhinebeck, Wealth Advisors, Red Hook, NY 12571, USA
Phone (845) 263-3990
Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 176 Church St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
Edward Jones - Financial Advisor: Kimberly Barnett
SEC File# 801-3297
CRD# 250
Location 4246 Albany Post Rd, Hyde Park, NY 12538, USA
Phone (845) 229-5868
RiverStone Private Wealth Advisors, Inc.

5 out of 5

Location 108 Montgomery St, Rhinebeck, NY 12572, USA
Phone (845) 516-4440
Wells Fargo Advisors
Location 6423 Montgomery St Suite 10 - 2nd Floor, Rhinebeck, NY 12572, USA
Phone (845) 876-1667
Cornerstone Financial
Location 42 Overlook Rd, Poughkeepsie, NY 12603, USA
Phone (845) 452-4080
Merrill Lynch Wealth Management Advisor Timothy Neilson
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2288
Primerica

1 out of 5

Location 297 Mill St, Poughkeepsie, NY 12601, USA
Phone (845) 554-3813
Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 176 Church St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
Kwame Adusei - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2826
Northwestern Mutual - Joseph Small
Location 2515 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 224-0015
Prime Wealth Management
Location 3344 NY-9N, Poughkeepsie, NY 12601, USA
Phone (845) 454-9000
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About Staatsburg, NY

Staatsburg is a small town in upstate New York, located on the east bank of the Hudson River. The town is home to a few hundred residents and a handful of businesses. Some of the most notable landmarks in Staatsburg include the Staatsburg Presbyterian Church and the Staatsburg Lighthouse. The top employers in the area are typically small businesses or farms. Major highways and streets in Staatsburg include Route 9 and Route 199. The neighborhoods in Staatsburg are mostly rural, with a few homes located near the river.

Where Certified Financial Advisors in Staatsburg, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Staatsburg, NY can provide a variety of services to their residents. These services can include, but are not limited to, checking and savings accounts, loans, mortgages, and credit cards. In addition to these standard services, banks may also offer more specialized products and services depending on the needs of their customers. For example, some banks may have a specific focus on lending money to businesses while others may specialize in consumer loans. Whatever your needs happen to be, there is likely a bank in Staatsburg that can meet them.

Insurance Broker

Residents of Staatsburg, NY who are in need of insurance can find help from local insurance brokers. These professionals can assist residents in finding the best policies for their needs, and they can also help them to understand the complex terminology and coverage options that are often associated with insurance policies. In addition, insurance brokers can provide guidance on choosing the right type of policy and on filing claims if needed.

Retirement Planning

Financial advisors can help Staatsburg, NY residents with retirement planning in a number of ways. They can help you save for retirement, invest your money wisely, and plan for the future. They can also help you make sure that you have enough money to last throughout your retirement years.If you are looking for help with retirement planning, it is important to work with a qualified financial advisor. He or she will be able to give you sound advice and guidance as you plan for the future.

Wealth Management

Residents of Staatsburg, NY who are looking for ways to manage their wealth can benefit from the services of a wealth management firm. Wealth management firms offer a wide range of services that can help individuals and families make the most of their money. Some of the services that wealth management firms typically offer include investment advice, estate planning, tax planning, and risk management. By working with a wealth manager, Staatsburg residents can get expert advice on how to grow and protect their money. Wealth managers can also help individuals and families stay organized and on top of their finances. This can be especially helpful for those who have complicated financial situations. With the help of a wealth manager, Staatsburg residents can rest easy knowing that their finances are in good hands.

Estate Planning Lawyer

Estate planning lawyers can help Staatsburg, NY residents protect their assets and plan for the future. If you are a Staatsburg resident, it is important to have an estate plan in place. An estate plan can help ensure that your assets are distributed according to your wishes after you die. It can also help you avoid probate and ensure that your loved ones are taken care of financially if something happens to you.

Mortgage Loan Officer

Mortgage loan officers in Staatsburg, NY can help residents by providing them with the best interest rates and mortgage products available. They can also help residents understand the mortgage process, and work with them to get the best deal possible.

Tax Services

Residents in Staatsburg, NY can benefit from the help of a tax accountant to ensure that they are taking advantage of all the deductions and credits to which they are entitled. A tax accountant can also help residents plan for their future tax liabilities, ensuring that they are able to pay what they owe without undue financial stress.

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FAQs About Personal Financial Advisors in Staatsburg, NY