TOP 30 Customized financial planning in Fishkill, New York

13 results found

Allstate Personal Financial Representative: Mark Fiegoli is a trusted finance and insurance agency located at 1012C Main Street in Fishkill, New York, United States. Mark Fiegoli is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and insurance solutions. With a commitment to exceptional customer service and a wealth of knowledge in the industry, clients can trust Allstate Personal Financial Representative: Mark Fiegoli to provide expert guidance and support in securing their financial future.

Farmers Insurance - Frank Daniberg is a local insurance agency located at 946 New York 376, Wappingers Falls, New York, United States. Frank Daniberg, a born-and-raised resident of New York, is proud to serve the community of Wappingers Falls as the Farmers® agent. With a passion for football (soccer) and years of experience coaching, playing, and refereeing matches in the Hudson Valley, Frank and his team are dedicated to helping you select comprehensive and cost-effective insurance solutions to protect your home and family. Conveniently located in the heart of East Fishkill in Summerlin Plaza on Route 376, the office staff at Farmers Insurance - Frank Daniberg are all local residents who are committed to assisting you with your insurance needs, whether it's for your car, family, business, or home. They offer a range of insurance products, including auto insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance.

Bankers Conseco Life Insurance Company, located at 646 Plank Road in New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the increasing need for long-term care planning, we are here to help you prepare for the future and have important discussions with your loved ones. If you are interested in a career in the insurance industry, Bankers Life is currently recruiting for agent, manager, and investment professional positions. Our award-winning training programs will set you up for success and provide a flexible schedule, unlimited earning potential, and team-building opportunities in your local branch office. Join us at Bankers Conseco Life Insurance Company in Fishkill, NY and start planning for a financially secure retirement today.

Mid-Hudson Valley Federal Credit Union is a trusted financial institution located at 584 U.S. 9 in Fishkill, New York, United States. As a full-service credit union, they offer a wide range of banking and financial services to their members. Whether you need to access an ATM, open a savings account, or apply for a loan, Mid-Hudson Valley Federal Credit Union is here to help you achieve your financial goals. With a commitment to excellent customer service and competitive rates, this institution is dedicated to serving the financial needs of the local community.

Rhinebeck Bank is a trusted financial institution located at 1022 Main Street in Fishkill, New York. As a full-service bank, Rhinebeck offers a wide range of banking and finance services to individuals and businesses in the community. With a commitment to personalized service and innovative financial solutions, Rhinebeck Bank is dedicated to helping customers achieve their financial goals and secure their financial future. Visit Rhinebeck Bank today to experience the difference of banking with a local, community-focused institution.

Murphy Wealth Management Group, located at 60 Merritt Boulevard in Fishkill, New York, takes a unique approach to wealth management. While many may think of wealth management solely in terms of money, we believe it begins with a deep understanding and care for our clients on a personal level. Our team takes the time to truly listen and ask the right questions to learn about all aspects of your life, including family, personal goals, retirement plans, legacy needs, and risk tolerance. By understanding you on a meaningful level, we can create a customized plan to help you achieve both your short- and long-term financial goals. One of the key aspects of managing wealth is understanding your tolerance for risk. We offer a risk profile analysis tool that is accurate and reliable in measuring your risk tolerance. Securities are offered through LPL Financial, Member FINRA/SIPC, while investment advice is provided by Murphy Wealth Management Group, Inc., a Registered Investment Advisor separate from LPL Financial.

Oppenheimer & Co. Inc. is a reputable finance institution located at 300 Westage Business Center Drive in Fishkill, New York, United States. Our office is dedicated to supporting Oppenheimer Financial Professionals in providing valuable advice to individuals, families, corporate executives, and businesses. Our Financial Professionals work closely with clients to create wealth management plans, make strategic investments, and facilitate wealth transfer. We focus on providing the right resources to help clients achieve their financial goals and navigate a rapidly changing world. With roots dating back to 1881, Oppenheimer & Co. Inc. has a long history of offering investment services. We are a financially stable institution with a strong balance sheet, rigorous risk management practices, and robust internal controls to safeguard our clients' assets. In the unlikely event of insolvency, multiple layers of protection are in place to protect our customers' holdings.

Michael Lentini - Wilmington Advisors @ M&T is a finance institution located at 67 Jackson Street in Fishkill, New York, United States. Specializing in financial advisory services, the institution offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Michael Lentini - Wilmington Advisors @ M&T provides comprehensive financial planning, investment management, and wealth management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, this institution is dedicated to providing you with the support and expertise you need to succeed.

Christa Coates is a reputable finance institution located at 21 Old Main Street in Fishkill, New York, United States. With a strong commitment to providing top-notch financial services, Christa Coates offers a wide range of financial solutions tailored to meet the unique needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Christa Coates is dedicated to helping you achieve your financial goals. Trust Christa Coates for expert financial guidance and exceptional customer service.

Farmers Insurance - Richard Haug is a local insurance agency located at 638 Sergeant Palmateer Way in Wappingers Falls, New York. Richard Haug, a proud native of New York, serves the Fishkill and Dutchess County areas, as well as Putnam County, Orange County, and Ulster County. The agency, situated inside the Lawrence Farms Plaza just north of Downtown Fishkill, offers a range of insurance options including commercial, auto, home, and umbrella insurance. Richard Haug, with over 35 years of business expertise, prioritizes education and relationship-building in customer service. As an active member of the Fishkill community, he understands the needs of local residents and businesses. The agency is affiliated with the Dutchess County Regional Chamber of Commerce and Veteran's Services Committee with Master Networks.

Debra Miller, Bankers Life Agent is an insurance agency located at 300 Westage Business Center Drive in Fishkill, New York. Specializing in providing personalized insurance solutions, Debra Miller offers a range of policies to meet the unique needs of individuals and families. With a focus on customer service and expertise in the insurance industry, clients can trust Debra Miller to help them find the right coverage to protect their financial future. Visit the office today to speak with a knowledgeable agent and secure your peace of mind.

Philemon Corrodus Jr, Bankers Life Agent is an insurance agency located at 300 Westage Business Center Drive in Fishkill, New York. Specializing in life insurance and financial planning services, our team of experienced agents is dedicated to helping clients protect their families and secure their futures. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and financial security for our customers. Contact us today to learn more about our range of insurance products and how we can help you plan for the future.

Christopher McGlynn, Bankers Life Agent is an insurance agency located at 300 Westage Business Center Drive in Fishkill, New York. Specializing in providing insurance solutions from Bankers Life, Christopher McGlynn offers a range of products and services to meet the individual needs of clients. With a focus on customer service and personalized attention, this agency strives to help individuals and families protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Christopher McGlynn, Bankers Life Agent is dedicated to helping you find the right insurance coverage for your needs.