Wealth Management in Millbrook, NY

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List of Firms

Millbrook, NY Wealth Management Firms

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Access One Alliance - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (866) 902-2237
Directions
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Copper Beech Wealth Management Group of Raymond James
Location 341 US-202 Ste 1A, Somers, NY 10589, USA
Phone (914) 276-2475
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Magnolia Capital Management Ltd
Location 145 Main St, Cold Spring, NY 10516, USA
Phone (845) 809-5259
Directions
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Cornerstone Financial
SEC File# 801-107703
CRD# 129656
Location 42 Overlook Rd, Poughkeepsie, NY 12603, USA
Phone (845) 452-4080
Directions
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Merrill Lynch Wealth Management Advisor Matthew Stote
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2215
Directions
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CIG Private Wealth Management
Location 110 Crystal Run Rd # 10, Middletown, NY 10941, USA
Phone (845) 956-3336
Directions
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Michael Starego Aspire Financial / Equitable Advisors
Location 85 Civic Center Plaza Suite 202, Poughkeepsie, NY 12601, USA
Phone (845) 475-3271
Directions
SEC File# 801-8095
CRD# 2881
5 out of 5
Location 2515 South Rd #201, Poughkeepsie, NY 12601, USA
Phone (845) 224-0002
Directions
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Morgan Strategic Wealth
Location 200 North Drive, i.Park Suite 103, Hopewell Junction, NY 12533, USA
Phone (845) 834-4343
Directions
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Merrill Lynch Wealth Management Advisor Lisa J Vedder
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2273
Directions
SEC File# 801-71860
CRD# 154828
5 out of 5
Location 11 Old Balmville Rd, Newburgh, NY 12550, USA
Phone (845) 691-4035
Directions
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The Walker/Gaffney Group - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2836
Directions
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Michael Cannon - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2832
Directions
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Rhinebeck Wealth Advisors
Location Rhinebeck, Wealth Advisors, Red Hook, NY 12571, USA
Phone (845) 263-3990
Directions
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Merrill Lynch Wealth Management Advisor Thomas J. McGimpsey Jr.
Location 90 Crystal Run Rd, Middletown, NY 10941, USA
Phone (845) 695-0178
Directions
Wealth Management in Millbrook, NY

Where Wealth Management Advisors in Millbrook, NY Serve

Millbrook, NY is a quaint and charming village nestled in the rolling hills of Dutchess County, New York. This picturesque town is home to a number of notable landmarks, including the historic Thorne Memorial Building, which houses the Millbrook Library, and the nearby Innisfree Garden, a stunning botanical garden that attracts visitors from all over the world. In terms of top employers, Millbrook is home to a diverse range of businesses, from small mom-and-pop shops to larger corporations. Some of the most prominent employers in the area include the Millbrook Central School District, the Dutchess County Department of Health, and the nearby IBM facility. When it comes to major highways and streets, Millbrook is conveniently located near a number of major thoroughfares, including the Taconic State Parkway, Route 44, and Route 82. These roads provide easy access to nearby towns and cities, including Poughkeepsie, Newburgh, and Albany.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Millbrook, NY can benefit from a bank in a variety of ways. For instance, the bank can help individuals open a savings account to save for future expenses, such as college tuition or a down payment on a home. Additionally, the bank can assist with obtaining a mortgage to purchase a home in the charming village of Millbrook, known for its historic architecture and vibrant community events. Furthermore, the bank can provide small business loans to local entrepreneurs looking to start or expand their businesses in Millbrook, which has a thriving downtown area filled with unique shops and restaurants. With the help of a bank, residents of Millbrook can achieve their financial goals and contribute to the economic growth of their beloved community.

Insurance Broker

Residents of Millbrook, NY can benefit greatly from the services of an insurance broker. With the town being home to many small businesses, an insurance broker can help these businesses find the right coverage to protect themselves from unexpected events. Additionally, Millbrook is known for its beautiful rural landscapes, which can pose unique risks for homeowners. An insurance broker can help homeowners in Millbrook find coverage that specifically addresses these risks, such as flood or fire insurance. Furthermore, with the town being located in close proximity to major cities like New York City, residents may need additional coverage for their vehicles or other assets. An insurance broker can help residents navigate the complex world of insurance and find the right policies to meet their needs.

Retirement Planning

Residents of Millbrook, NY could benefit greatly from the services of a retirement planner. With its picturesque landscapes and proximity to New York City, Millbrook attracts many affluent retirees who may require assistance in managing their finances. A retirement planner could help these residents navigate the complex tax laws and investment options that come with retirement, ensuring that they are making the most of their hard-earned savings. Additionally, Millbrook's historic homes and estates may require specialized estate planning to ensure that their legacy is preserved for future generations. A retirement planner could provide valuable guidance on how to protect these assets and minimize tax liabilities. With the help of a retirement planner, residents of Millbrook can rest assured that their financial future is in good hands.

Financial Advisor

Residents of Millbrook, NY would greatly benefit from the guidance and expertise of a financial advisor. With its affluent population and high cost of living, Millbrook presents unique financial challenges that require a nuanced approach. A skilled financial advisor could help residents navigate these challenges by providing tailored investment strategies, tax planning advice, and retirement planning services. Additionally, they could assist with estate planning and wealth management, helping residents preserve and grow their assets for future generations. Given the complexity of these issues and the high stakes involved, it's crucial that residents of Millbrook seek out the assistance of a qualified financial advisor to ensure their financial well-being.

Mortgage Loan Officer

Residents of Millbrook, NY would greatly benefit from the services of a mortgage loan officer. With the town's picturesque beauty and a population of just over 1,400, it is a popular destination for those looking to escape the hustle and bustle of city life. However, due to its location in Dutchess County, the cost of living in Millbrook can be quite high. A mortgage loan officer can assist residents in securing a loan to purchase their dream home or to refinance an existing mortgage, helping them to manage their finances and reduce their monthly expenses. Additionally, with the town's rich history and abundance of historic homes, a mortgage loan officer can provide guidance on securing loans for home renovations and repairs, preserving the town's unique architectural heritage for generations to come.

Tax Services

Residents of Millbrook, NY could greatly benefit from the expertise of a tax advisor. With its picturesque landscapes and affluent population, Millbrook presents unique tax challenges that require a knowledgeable professional to navigate. A tax advisor can assist residents in understanding the tax implications of owning and maintaining large estates and properties, as well as help them take advantage of tax breaks and incentives specific to the area. Additionally, a tax advisor can provide guidance on tax planning strategies for those who own businesses or are self-employed, ensuring that they are maximizing deductions and minimizing liabilities. With the ever-changing tax laws and regulations, having a tax advisor on hand can provide peace of mind and potentially save residents thousands of dollars in taxes each year.

Estate Planning Lawyer

Residents of Millbrook, NY can benefit greatly from the expertise of an estate planning lawyer. With its picturesque landscapes and charming small-town feel, Millbrook is a popular destination for retirees and those seeking a peaceful life in the countryside. However, with the passing of time comes the need to plan for the future, including end-of-life care and the distribution of assets. An estate planning lawyer can assist Millbrook residents in drafting wills, trusts, and other legal documents that ensure their wishes are carried out after they pass away. Additionally, the lawyer can provide guidance on minimizing estate taxes and navigating complex probate proceedings. With the help of an estate planning lawyer, Millbrook residents can have peace of mind knowing that their loved ones and assets will be taken care of according to their wishes.

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