The 30 Best Investors in Fishkill, New York

Cetera Investors is a finance institution located at 60 Merritt Boulevard in Fishkill, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors allows financial advisors to maintain ownership of their book and independence while still benefiting from the resources and best practices provided by the institution. The institution helps advisors identify areas with growth potential, gain wallet share, and receive high-intent client leads directly to their inbox. Cetera Investors also offers support in succession planning, multimedia marketing, and personalized advertising services.

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.

Richard Kersting - Financial Advisor, Ameriprise Financial Services, LLC, located at 300 Westage Business Center Drive in Fishkill, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Richard Kersting holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications such as Behavioral Financial Advisor, Certified Divorce Financial Analyst, and Certified Exit Planning Advisor® Program. With a focus on education and support, Richard Kersting is committed to providing comprehensive financial planning services to help clients achieve their financial goals.

Pendragon Capital Management, Inc. is a reputable finance institution located at 23 Heath Road in Fishkill, New York, United States. With a team of experienced financial experts, Pendragon Capital Management, Inc. offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking for wealth management, retirement planning, or investment advice, Pendragon Capital Management, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust in Pendragon Capital Management, Inc. to help you navigate the complex world of finance and secure your financial future.

Prospect Realty Syndicate Inc is a reputable real estate agency located at 1100 U.S. 9 in Fishkill, New York. With a team of experienced and knowledgeable real estate agents, this institution offers top-notch services to help clients buy, sell, or rent properties in the area. Whether you are looking for a new home, commercial space, or investment property, Prospect Realty Syndicate Inc is dedicated to providing excellent customer service and guiding you through the real estate process. Contact them today to start your real estate journey in Fishkill, New York.

Welcome to Hudson Valley Bookkeeping, Inc., your trusted partner in accounting and finance solutions. Located at 4 Gilder Street, Larchmont, New York, we have proudly served the Hudson Valley area since 2006. Founded by Laurie Ellison, a Certified QuickBooks Online ProAdvisor with over 20 years of experience, our business is dedicated to providing top-notch bookkeeping services tailored to your needs. Our expertise lies in mental health and commercial real estate bookkeeping, ensuring that your financial records are meticulously maintained and optimized. With additional offices in Montgomery and Fishkill, NY, our committed team is ready to help you achieve your financial goals with precision and care.