TOP 10 Legacy wealth protection in Rhinebeck, New York

Frank Dwyer, Rhinebeck Asset Management is a division of Rhinebeck Bank, located at 2134 New York 208 in Montgomery, New York. As a finance institution, they offer a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized advice and solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frank Dwyer, Rhinebeck Asset Management is dedicated to helping you succeed financially.

Kerry Phelan - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 30 East Market Street in Rhinebeck, New York, offers a range of financial services and expertise to individuals and businesses. Kerry Phelan holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. These certifications demonstrate Kerry Phelan's commitment to providing comprehensive and specialized financial planning services tailored to the unique needs of each client. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Kerry Phelan is dedicated to helping you achieve your financial goals with integrity and expertise.

Pedrosa Wealth Management is a premier finance institution located at 187 East Market Street in Rhinebeck, New York, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach, we provide comprehensive financial planning, investment management, and retirement planning services tailored to meet the unique needs of each client. Trust Pedrosa Wealth Management to guide you towards financial success and peace of mind.

CJ Tomaskovic, Rhinebeck Asset Management is a reputable finance institution located at 1898 South Road in Poughkeepsie, New York, United States. With a focus on providing personalized financial services and investment management, the institution prides itself on delivering tailored solutions to meet the individual needs and goals of their clients. The team at CJ Tomaskovic, Rhinebeck Asset Management is dedicated to helping clients navigate the complex world of finance, offering expert advice and guidance every step of the way. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, CJ Tomaskovic, Rhinebeck Asset Management is committed to helping you achieve financial success.

Dowden Agency, Inc is a reputable insurance agency located at 6635 U.S. 9 in Rhinebeck, New York. With a long history of providing reliable and personalized insurance solutions to individuals and businesses in the area, Dowden Agency, Inc is known for their exceptional customer service and attention to detail. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to finding the right coverage for your needs. Visit Dowden Agency, Inc today and experience the peace of mind that comes with having the right insurance protection.

Michel P Haggerty Law Offices, located at 37 West Market Street in Rhinebeck, New York, offers expert legal services in estate planning. With over 30 years of experience, Karen Tobias, an estate planning attorney, provides compassionate counsel and outstanding legal services in the areas of Elder Law, Trusts, Medicaid Planning, Asset Preservation, and more. Formerly under the leadership of Michel P. Haggerty, the founding attorney, Karen now continues the tradition of excellence in legal services. With home visits available as needed, Karen Tobias ensures that clients receive personalized attention and thorough estate planning solutions. By establishing an estate plan with Karen Tobias, clients can protect and preserve their wealth, ensuring that their wishes are carried out for themselves and their loved ones. Schedule an appointment for an initial consultation to discuss your options for a comprehensive estate plan that will provide peace of mind for the future.