The 30 Best Broker services in Cold Spring, New York

Bristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.

Adam Shulman: Allstate Insurance is a trusted insurance agency located at 85 Main Street in Cold Spring Harbor, New York. Specializing in providing quality insurance products and personalized service, our team is dedicated to helping clients find the right coverage for their needs. Whether you're looking for auto, home, life, or business insurance, we are here to assist you every step of the way. With a focus on customer satisfaction and a commitment to excellence, Adam Shulman: Allstate Insurance is your go-to choice for reliable insurance solutions in the Cold Spring Harbor area.

Zachary Dziczek: Allstate Insurance is a trusted insurance agency located at 3182 U.S. 9 in Cold Spring, New York. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. With a focus on exceptional customer service and a wide range of coverage options, Zachary Dziczek: Allstate Insurance is your go-to agency for all your insurance needs. Contact us today to learn more about how we can help you secure a better future.

Welcome to Coldwell Banker Village Green Realty, your trusted partner in Upstate New York Real Estate and Catskills Real Estate. Located at 5383 South Main Street, Windham, New York 12496, our real estate agency has built an unparalleled reputation in the Hudson Valley and Catskills regions, thanks to thousands of satisfied home buyers and sellers. Our dedicated team of real estate agents knows the mountains, country roads, and unique terrain of the Hudson Valley and Catskills like no one else. With eight strategic locations throughout these regions, our local experts are perfectly positioned to help you find the home of your dreams, whether you're looking for a cozy cottage in town, a riverside retreat, or a secluded mountain escape.