Wealth Management in Ulster County, NY

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List of Firms

Ulster County, NY Wealth Management Firms

Woodhouse Wealth Management, LLC
Location 10 Westbrook Ln Suite 2, Kingston, NY 12401, USA
Phone (845) 339-3800
Three Buckets Wealth Management - Ameriprise Financial Services, LLC
Location 307 Wall St Ste 7B, Kingston, NY 12401, USA
Phone (845) 481-4077
Devine Financial Group
Location 32 Maiden Ln, Kingston, NY 12401, USA
Phone (845) 706-9994
Wealth Management in Ulster County, NY

Where Wealth Management Advisors in Ulster County, NY Serve

Ulster County, NY is a beautiful county in the Hudson Valley region of New York. It is home to some of the most stunning landscapes and waterways in the state, as well as a number of charming small towns and villages. Some of the most notable landmarks in Ulster County include Bannerman's Island, the Mohonk Preserve, and the Vanderbilt Mansion. The top employers in Ulster County are IBM, SUNY New Paltz, and HealthAlliance Hospital. The major highways and streets in Ulster County are Route 9W, Route 32, and the New York State Thruway. The neighborhoods in Ulster County include Woodstock, Saugerties, and Kingston.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Ulster County, NY provide a variety of services to their customers. Services can vary from bank to bank, but often include checking and savings accounts, loans, mortgages, and other financial products. Many banks also offer online banking and mobile banking for added convenience.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Ulster County, NY. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

A tax accountant in Ulster County, NY is responsible for preparing and filing taxes for individuals and businesses. They must be familiar with the relevant tax codes in order to ensure that their clients pay the least amount of tax possible. Tax accountants may also provide advice on financial planning and investments to help their clients save money.

Financial Advisor

Ulster County, NY is home to many small businesses and families. A financial advisor in Ulster County, NY helps people plan and save for the future. They can help you invest money, plan for retirement, and save for your children's education. Financial advisors can also help you protect your assets in case of a disaster or market downturn.

Insurance Broker

An insurance broker in Ulster County, NY is a licensed professional who helps people find the best insurance policies for their needs. They work with a variety of carriers and can help you find the right coverage at the right price. They also handle claims and assist policyholders when they need to file a claim.

Mortgage Loan Officer

A mortgage loan officer in Ulster County, NY is responsible for helping people find and obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also help clients through the entire mortgage application process, from pre-approval to closing.

Estate Planning Lawyer

An estate planning lawyer in Ulster County, NY helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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