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Orange County Financial Services/Investment Management
Orange County Financial Services/Investment Management
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City
CLC Foundation, Inc.
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135 Radio Circle Drive
Mount Kisco
,
NY
10549
Denyele Urciuoli
914-241-2076
Member Since: 2022
A CLC Pooled or Private Supplemental Needs Trust offers financial security and enhanced quality of life for disabled individuals while maintaining their eligibility for important government benefits such as SSI and Medicaid.
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Commercial Bank Support.com
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Cornwall
,
NY
12518
Rowland Thomas
845-304-5981
Member Since: 2022
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Equitable Advisors
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22 Montgomery Street
Middletown
,
NY
10940
Thomas Budington
845-637-5714
Member Since: 2022
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Homestead Funding Corp.
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107 Route 376
Hopewell Junction
,
NY
12533
Michael Mazzuca
914-475-3571
Member Since: 2022
Homestead Funding is a New York State licensed mortgage banker. We currently have 22 branches in New York State. We remain the Capital District’s largest mortgage lender having satisfied thousands of customers and originated billions in residential loans
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Hudson Valley Investment Advisors, Inc.
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117 Grand Street, Suite 201
Goshen
,
NY
10924
(845) 294-6127
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J. Pink Associates, Inc., Financial Advisors
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3 Nancy Court, Suite 1
Wappingers Falls
,
NY
12590
John Pink
(845) 790-4300
Member Since: 2021
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of of experience in financial services. We can help
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J.P. Morgan Chase Consumer & Community Banking
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12 Loyd's lane
Middletown
,
NY
10940
Nicola Davoll
Member Since: 2022
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JP Morgan Chase Commercial Banking
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925 Westchester Avenue Floor 3
White Plains
,
NY
10604
Barbara Scroggin
(914) 993-2271
Member Since: 2019
Chase
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Kevin J. Mulqueen, CLU, ChFC, CFP New York Life
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460 Temple Hill Road
New Windsor
,
NY
12553
(845) 563-9325
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Marie C. Jacquet
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43 Grand Street
Wurtsboro
,
NY
12790
Marie C Jacquet
516-450-6996
Member Since: 2022
help families protect their finances, futures, and loved ones. There are numerous roles and paths here: whether providing protection-based solutions, offering retirement planning and guidance, or mentoring the next generation. With a strong focus on and
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Merrill Lynch - Ryan Coakley
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90 Crystal Run Road, Suite 105
Middletown
,
NY
10941
Ryan J. Coakley
(845) 695-0174
Member Since: 2018
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MLB Lending Services, Jamie DiCaterino
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51 Commerce St
Springfield
,
NJ
07081
Jamie Dicaterino
(518) 577-9859
Member Since: 2022
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Mutual of America
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120 White Plains Road
Tarrytown
,
NY
10591
Matthew Saidman
914-332-0124
Member Since: 2021
Mutual of America works directly with small to mid-size companies and non-profit organizations to provide quality retirement planning services to their members and employees to help them meet their long-term financial goals.
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Northwestern Mutual
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2515 South Road
Poughkeepsie
,
NY
12601
(845) 224-0002
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Oppenheimer & Co., Inc.
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300 Westage Business Center, Suite 310
Fishkill
,
NY
12524
(845) 897-8100
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Prince-Michael Brock - MassMutual
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203 Butter Hill Drive
New Windsor
,
NY
12553
845-597-9388
Member Since: 2022
Holistic financial planning creating a customized financial plan based on your goals and lifestyle. We take into consideration your morals, values and loved ones so you can live life by design and not by default.
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Rhinebeck Asset Management
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2134 State Rout 208
Montgomery
,
NY
12549
Alissa Provanzana
845-567-3930
Member Since: 2022
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Rightirement Wealth Partners
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Highland Mills
,
NY
10930
Byrke Sestok
914-220-6196
Member Since: 2022
We help families who are planning and preparing for retirement and small businesses planning their retirement and benefits packages. Free consult via our retirement resource center - just call or email us!
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Spencer's Financial Services
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735 Broadway
Newburgh
,
NY
12550
Noel Spencer
(845) 220-2080
Member Since: 2022
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