Wealth Management in Woodstock, NY

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List of Firms

Woodstock, NY Wealth Management Firms

Ashokan Wealth Management
Location 291 Wall St, Kingston, NY 12401, USA
Phone (845) 334-0508
JSA Financial Group
Location 7 Livingston St, Rhinebeck, NY 12572, USA
Phone (845) 876-1923
DDO Advisory Services, LLC
Location 6369 Mill St Suite 209, Rhinebeck, NY 12572, USA
Phone (646) 234-4881
Independent Financial Services
Location 60 Pearl St, Kingston, NY 12401, USA
Phone (845) 339-0900
Miller/Howard Investments
SEC File# 801-28170
CRD# 105800
4 out of 5
Location 10 Dixon Ave, Woodstock, NY 12498, USA
Phone (845) 679-9166
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Focused Wealth Management
SEC File# 801-71860
CRD# 154828
5 out of 5
Location 11 Old Balmville Rd, Newburgh, NY 12550, USA
Phone (845) 691-4035
Third Eye Associates Ltd
5 out of 5
Location 38 Spring Lake Rd, Red Hook, NY 12571, USA
Phone (845) 752-2216
Terrence Webb - RBC Wealth Management Branch Director
Location 50 Castle Street First Floor, Great Barrington, MA 01230, USA
Phone (413) 528-7150
Compass Asset Management Group
5 out of 5
Location 100 Stony Brook Ct, Newburgh, NY 12550, USA
Phone (845) 563-0537
Devine Financial Group
Location 32 Maiden Ln, Kingston, NY 12401, USA
Phone (845) 706-9994
Wealth Management in Woodstock, NY

Where Wealth Management Advisors in Woodstock, NY Serve

Woodstock is a town in upstate New York that is best known for being the site of the 1969 Woodstock Music and Art Fair. The town has a population of about 5,000 people and is located in the Catskill Mountains. Some of the town's landmarks include the Woodstock Court House and the Bethel Woods Center for the Arts, which is built on the site of the original Woodstock festival. The town's largest employers are Walmart and the Bethel Woods Center for the Arts. The town is served by NY State Route 212 and US Route 22. Some of the town's neighborhoods include Bearsville, West Hurley, and Woodstock Valley.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Woodstock, NY provide a variety of services to their customers. Some of these services include checking and savings accounts, loans, credit cards, and mortgages. They also offer online banking and bill pay services, as well as 24-hour customer service. Many banks have ATMs located inside and outside the branch, which make it easy for customers to access their money when they need it.

Retirement Planning

When it comes to retirement planning, Woodstock, NY is a great place to be. The cost of living is lower than in most other parts of the country, and there are plenty of activities and amenities to keep you busy. In addition, the weather is mild year-round, so you can enjoy the outdoors whenever you please.

Tax Services

A tax accountant in Woodstock, NY helps businesses and individuals file their taxes. They help with tax preparation, filing, and sometimes consulting on how to reduce taxes. A tax accountant can also represent a taxpayer during an IRS audit. Contact a local tax accountant today to get started.

Financial Advisor

A financial advisor in Woodstock, NY helps people save money and plan for their future. They can help you create a budget, invest your money, and figure out the best way to save for retirement or other goals. If you're looking for someone to help you get your finances in order, a financial advisor is a great option.

Insurance Broker

An insurance broker in Woodstock, NY helps people find the best insurance plans for their needs and budget. They work with a variety of companies to get the best rates for their clients, and can help you find coverage for everything from car accidents to health care. They also offer advice on what kind of coverage is right for you, and can help you file claims if something happens.

Mortgage Loan Officer

Mortgage loan officers in Woodstock, NY work with clients who are looking to purchase a home. They help them find the best mortgage rates and terms, and work with them through the entire loan process. They also advise clients on home buying and financing strategies, and help them understand their loan options.

Estate Planning Lawyer

An estate planning lawyer in Woodstock, NY helps people create wills and trusts to protect their assets during their lifetime and after they die. They can also help with probate and estate administration, and can advise executors and trustees on their responsibilities.


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