TOP 30 Preservation consultants in Rhinebeck, New York

6 results found

Devin McGill, Rhinebeck Asset Management is a leading financial advisor at Osaic Institutions, Inc. located at 7350 South Broadway in Red Hook, New York, United States. Specializing in finance, Devin McGill provides expert advice and guidance to help clients achieve their financial goals. With a strong track record of success, Devin McGill is a trusted partner for individuals and institutions seeking to maximize their financial potential.

Alex Morphet, Rhinebeck Asset Management is a reputable finance institution located at 3432 North Road in Poughkeepsie, New York, United States. With a commitment to providing top-notch financial services, our team of experts offers personalized investment strategies tailored to meet the unique needs and goals of our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, our experienced professionals are here to help. Trust Alex Morphet, Rhinebeck Asset Management to guide you towards a secure financial future.

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.

Christopher T. Fenton - Wilmington Advisors @ M&T is a finance institution located at 6375 Mill Street in Rhinebeck, New York. Specializing in providing expert financial advice and services, this institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Christopher T. Fenton - Wilmington Advisors @ M&T offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is committed to providing you with the guidance and support you need to make informed financial decisions.

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.

The Art of Building, located in Rhinebeck, New York, is a design-oriented general contractor offering a range of services including building design, interior design, landscape design, and color consulting. Specializing in new construction contracting, additions, renovations, adaptive reuse, historic preservation, and commercial construction, The Art of Building provides clients with expert advice and high-quality construction services. With a focus on transparency and collaboration, the firm works with licensed architects and engineers to ensure the success of each project. Contact The Art of Building today for all your construction and design needs.