Find a Financial Advisor in Woodstock, NY

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List of Firms

Financial Planning Firms in Woodstock, NY

Azoff Financial

5 out of 5

Location 9 George Sickle Rd, Saugerties, NY 12477, USA
Phone (845) 532-5445
Michael Lamonda Lincoln Invst
Location 33 Basin Rd, West Hurley, NY 12491, USA
Phone (845) 334-9799
Barberry Capital Management
Location 19 Meads Mountain Rd, Woodstock, NY 12498, USA
Phone (845) 679-5090
The Hudson Valley NY Group - Morgan Stanley
Location 91 N Front St, Kingston, NY 12401, USA
Phone (845) 331-1900
Christopher DeForest - Morgan Stanley
Location 91 N Front St, Kingston, NY 12401, USA
Phone (845) 334-7931
Ronald Schneider
SEC File# 801-67465
CRD# 142214
Location 40 Yankee Folly Rd, New Paltz, NY 12561, USA
Phone (845) 797-4136
Steve Hakim - Raymond James
Location 254 Fair St, Kingston, NY 12401, USA
Phone (845) 331-4555
DDO Advisory Services, LLC
Location 6369 Mill St Suite 209, Rhinebeck, NY 12572, USA
Phone (646) 234-4881
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About Woodstock, NY

Woodstock, NY is a popular tourist destination with many landmarks, top employers, and major highways and streets. The most notable landmark in Woodstock is probably the Woodstock Inn which was built in 1892. Top employers in Woodstock include the Woodstock Inn, Catskill Mountain Guides, and Kaatskill Mountain Club. The main highway in Woodstock is NY Route 212, and the main streets are Tinker Street, Mill Hill Road, and Rock City Road. Some of the neighborhoods in Woodstock include Bearsville, West Hurley, and Phoenicia.

Related Services

Banks and Credit Unions

Residents of Woodstock, NY can take advantage of a variety of services banks offer. These services include, but are not limited to, checking and savings accounts, loans, credit cards, and investment advice. By taking advantage of the various services banks have to offer, residents can save money and time while also building their credit history.

Insurance Broker

Residents of Woodstock, NY can benefit from the services of insurance brokers. An insurance broker is a professional who helps individuals and businesses find the best rates and coverage for their insurance needs. Insurance brokers work with a variety of insurance companies, so they have access to a wide range of policies. They can also help you compare rates and coverage to find the best deal possible. If you are looking for car, health, homeowners, or business insurance, an insurance broker can help you get the coverage you need at a price you can afford.

Retirement Planning

Financial advisors can help Woodstock, NY residents with retirement planning in a number of ways. One important way is by helping people to understand what they need to save in order to have a comfortable retirement. Advisors can also help people to invest their money wisely so that it will grow over time. In addition, advisors can provide guidance on when it is appropriate to start withdrawing money from retirement accounts and how much money should be withdrawn each year. Ultimately, financial advisors can help Woodstock residents make the most of their retirement savings.

Wealth Management

Woodstock, NY residents may be interested in learning about how wealth management can help them achieve their financial goals. Wealth management is a process that helps individuals and families manage their finances by creating and implementing a plan that will allow them to reach their desired level of wealth. A wealth manager will work with you to assess your current financial situation and create a plan tailored specifically for you. This may include investing your money in certain assets, such as stocks or bonds, or it may involve setting up a savings plan so you can save for retirement or other long-term goals. If you are looking for a way to get your finances under control, wealth management may be the solution for you. Contact a wealth manager today to learn more about how they can help you achieve your financial goals.

Estate Planning Lawyer

Estate planning lawyers in Woodstock, NY can help residents create wills and trusts that will ensure their property is distributed according to their wishes after they die. They can also help residents set up powers of attorney and healthcare directives that will allow them to make decisions for loved ones if they are unable to do so themselves. In addition, estate planning lawyers can help residents reduce or eliminate estate taxes, which can be a significant burden on heirs.

Mortgage Loan Officer

Mortgage loan officers can help Woodstock, NY residents in a number of ways. For one, they can work with potential homeowners to find the best mortgage product for their needs. They can also help people apply for mortgages, and walk them through the entire process. In addition, mortgage loan officers can provide advice on home buying and refinancing, and offer guidance to those who are struggling to make their monthly payments.

Tax Services

Residents of Woodstock, NY can benefit from the services of tax accountants. Here are three reasons why: 1. Tax accountants can help residents save money on their taxes. 2. Tax accountants know the tax laws and can help residents stay within the law. 3. Tax accountants keep up with changes in the tax law and can help residents take advantage of new deductions and credits.