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TOP 30 Financial investment advisors in Hudson, NY
49 results found
A convenient service for searching for businesses, places and services
Padgett Hudson Valley (formerly Taxes R Us)
Padgett Hudson Valley (formerly Taxes R Us) is a trusted accounting and finance institution located at 71 Albany Avenue in Kingston, New York, United States. With years of experience and expertise in tax preparation, financial planning, and accounting services, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment planning, Padgett Hudson Valley is here to provide personalized and reliable solutions tailored to your specific needs. Contact us today to learn more about how we can help you navigate the complexities of the financial world with ease and confidence.
Hudson Valley Credit Union
Hudson Valley Credit Union, located at 1639 Ulster Avenue in Lake Katrine, New York, is a trusted institution offering ATM and finance services. With a focus on helping members save and grow their money, they offer a competitive 5.62% APY for a 12-month term. The credit union also provides resources for raising financially independent children and has received awards for their dedication to serving over 340,000 members. They are proud to offer lending options to military members and their dependents, and are federally insured by the NCUA with equal housing opportunity. Additionally, insurance products are available through InsureOne Insurance Services America, LLC, although they are not NCUSIF insured and involve investment risk. HVCU is committed to accessibility and ensures their website meets W3C WAI's Web Content Accessibility Guidelines. Please note that internet and mobile banking access is restricted to authorized members only.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located in Hudson, New York, United States. With a strong commitment to helping clients achieve financial security and peace of mind, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet individual needs. Their team of experienced financial advisors provides personalized guidance and expertise to help clients reach their financial goals. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is dedicated to providing top-notch service and support to help you secure a sound financial future.
Ethic
Ethic is a finance institution located at 99 Hudson Street in New York, New York, United States. We are dedicated to providing ethical and sustainable investment solutions for our clients. Our team of experts are committed to helping individuals and organizations align their financial goals with their values. At Ethic, we believe in making a positive impact on the world while also achieving financial success. Join us in creating a more sustainable and responsible financial future.
Integrative Wealth LLC ~ Connecting Values to Finance
Integrative Wealth LLC is a unique institution located in Hudson, New York, United States, at 441 East Allen Street. Specializing in connecting values to finance, this institution offers a holistic approach to managing wealth by integrating financial, health, and insurance services. With a focus on aligning personal values with financial goals, Integrative Wealth LLC helps clients create a comprehensive plan that promotes overall well-being and financial success. Visit us today to experience a new way of managing your wealth.
Northwestern Mutual : John E Jacobs
Northwestern Mutual: John E Jacobs is a finance institution located at the Hudson City Center in Hudson, New York, United States. They provide a range of financial services and products to help individuals and businesses achieve their financial goals. With a focus on long-term planning and personalized solutions, Northwestern Mutual: John E Jacobs is dedicated to helping clients secure their financial future. Their team of experienced professionals is committed to providing expert guidance and support to clients in all aspects of financial planning and investment management.
Center Square Management
Center Square Management is a finance institution located at 1651 Columbia Turnpike in Castleton-on-Hudson, New York, United States. With a focus on providing top-notch financial services, Center Square Management offers expert advice and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, portfolio management, or financial planning services, the dedicated team at Center Square Management is here to help. Trust in their expertise and experience to navigate the complexities of the financial world and secure a prosperous future.
Paddock & Associates
Paddock & Associates is a reputable finance institution located at 1537 Columbia Turnpike in Castleton-on-Hudson, New York, United States. With a team of experienced professionals, Paddock & Associates offers a wide range of financial services including investment management, financial planning, and retirement planning. Clients can expect personalized and tailored solutions to help them achieve their financial goals. Trust Paddock & Associates to provide expert advice and guidance in managing your finances effectively.
Trustco Bank
Trustco Bank, located at 193 Hudson Avenue in Chatham, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance solutions. With a focus on community banking, Trustco Bank offers various account options including Home Town Investment Checking, Home Town Savings, and Home Town Business Checking. Voted as the #1 Bank in the Capital District by the Times Union, Trustco Bank prides itself on providing exceptional service to customers and support to employees. With over 140 convenient locations and state-of-the-art mobile app features, Trustco Bank is committed to meeting the evolving needs of its customers. Recognized for its community involvement and commitment to excellence, Trustco Bank is your trusted Home Town Bank.
Trustco Bank
Trustco Bank, located at 507 Warren Street in Hudson, New York, is a trusted institution offering a range of banking and finance services. With over 140 convenient locations and a state-of-the-art mobile app, Trustco provides exceptional Home Town service to its customers. Whether you're looking to open a checking account, savings account, or business account, Trustco has options for you. They also offer mortgages, home equity credit lines, and Individual Retirement Accounts (IRAs) to help you achieve your financial goals. Trustco Bank has been recognized for their outstanding customer service and community involvement, making them a reliable choice for all your banking needs. Come home to Trustco, your Home Town Bank.
Trustco Bank
Trustco Bank is a trusted institution located at 3750 Burgoyne Avenue in Hudson Falls, New York, United States. As a full-service bank, Trustco offers a range of financial services including ATMs, banking, and finance options. Known for its exceptional customer service and innovative banking products, Trustco is committed to serving the communities it operates in. Customers can take advantage of special offers such as opening a Home Town Investment Checking Account with $20,000 in new money, a Home Town Savings Account with $10,000, or a Home Town Business Checking Account with $1,000. Trustco has been recognized as the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group.
The Premium Select Group Inc.
The Premium Select Group Inc. is an insurance agency located at 32 County Road 78, Middletown, New York, United States. We offer protection for your vehicles, rental properties, and personal belongings at an affordable price. As a local independent insurance agency serving the Lower Hudson Valley, we prioritize getting to know and understand your individual needs and goals. Our experienced agents work with reputable insurance companies to provide secure coverage tailored to you. Our clients appreciate our professional service and personalized approach. We offer coverage for unpredictable losses such as burglary, fire, water damage, and more. Ensure your personal property is adequately protected with our insurance policies. We also offer liability coverage for injuries on your property and additional living expense coverage in case your home becomes uninhabitable. Don't risk being unable to rent a property due to lack of insurance - our renters insurance policies cover all your needs. Protect your valuable possessions with our coverage options, including off-premises theft coverage. Our goal is to help you understand and address the unique risks you face with renters insurance. We serve clients in New York, New Jersey, Pennsylvania, Delaware, Georgia, and South Carolina. Contact us today to secure the protection you need.
Oppenheimer & Co. Inc.
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.
Royal Alliance Associates Inc
Royal Alliance Associates Inc is a finance institution located at 15 Finney Farm Road in Croton-on-Hudson, New York, United States. With a commitment to providing top-notch financial services, Royal Alliance Associates Inc offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, the experienced team at Royal Alliance Associates Inc is dedicated to providing personalized guidance and support every step of the way. Trust in Royal Alliance Associates Inc for all your financial needs.
Jim DeMaio - State Farm Insurance Agent
Jim DeMaio - State Farm Insurance Agent is a reputable insurance agency located at 246 Main Street in New Paltz, New York. With 20 years of experience serving State Farm customers and the local community, Jim DeMaio and his team are dedicated to helping people protect themselves and their families with a wide range of insurance products. They are actively involved in giving back to the community through support of local youth sports, school programs, and various organizations. The agency offers services including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Business Insurance throughout New Paltz, Ulster County, The Hudson Valley, and the entire State of New York. The friendly and knowledgeable team at Jim DeMaio - State Farm Insurance Agent is committed to assisting clients with all their insurance and financial services needs.
Penny Eaton, Bankers Life Agent
Penny Eaton, Bankers Life Agent is an insurance agency located at 6225 Sheridan Drive in Williamsville, New York, United States. The institution offers a team of experienced insurance sales representatives and financial advisors to assist clients with their insurance needs. With a diverse team including Ali Ahmed, Matthew Antes, and John Balk, clients can expect personalized service and expert advice. Whether you are looking for life insurance, retirement planning, or investment options, the professionals at Penny Eaton are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation with one of their knowledgeable representatives, such as James Cardinale, Jenna Clark, or Olivia Hudson. Trust in Penny Eaton, Bankers Life Agent for all your insurance and financial planning needs.
DDO Advisory Services, LLC
DDO Advisory Services, LLC is a finance and insurance agency located at 6369 Mill Street in Rhinebeck, New York. Our team offers sophisticated Financial Planning, Investment Management, and Insurance solutions tailored to the unique needs of families and business owners. We specialize in developing customized retirement, tax, and estate planning services to help our clients achieve their financial goals. Serving clients in New York City, the Hudson Valley, and New England, we take a comprehensive approach to financial planning by integrating all aspects of our clients' financial needs. Contact us today at (646) 234-4881 to schedule your complimentary consultation.
Meltzer & Hill Wealth Advisory
Meltzer & Hill Wealth Advisory is a finance institution located at 63 Hurley Avenue in Kingston, New York, United States. We are dedicated to providing investment planning and wealth management services to the Greater Hudson Valley area, as well as New York City and the Albany-Capital Region. With the use of technology, we are able to serve clients in over 25 states across the country. Our team believes that communication is essential for a successful relationship and financial success. We prioritize building trust through asking the right questions and understanding that there can be multiple correct answers. With decades of experience in developing and executing financial strategies for individuals, families, and corporations, we are here to help and answer any questions you may have.
Curasi Realty, Inc.
Curasi Realty, Inc. is a reputable real estate agency located at 1060 New York 17K in Montgomery, New York, United States. The agency is led by Alex, a highly educated professional with a Bachelor's in Legal Studies and a Master's in School Counseling. Alex has been serving the Mid-Hudson Valley since 2013 and is actively involved in various community organizations such as Wallkill Lacrosse, Shawangunk Planning Board, and Wallkill Main Street Revitalization Committee. As a Hudson Valley native, Alex has a deep appreciation for the region's natural beauty, history, and culture. His passion for helping others has driven him to excel as a real estate agent, combining his education and career skills to provide top-notch service to his clients.
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