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Financial Services in Millbrook, NY

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Sencer Appraisal Associates-Equipment Appraisers - Appraisers-Business, Commercial & Industrial
(888) 568-0805

Serving the
Millbrook Area

From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across…

Edward Jones - Financial Advisor: Kimberly Barnett - Financial Services
(845) 698-1819
3699 Route 44 Ste 1
Millbrook, NY 12545

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing…

Orchard Capital Advisors - Investment Advisory Service
(845) 677-4446
3284 Franklin Ave
Millbrook, NY 12545
Charter Pacific Corporation - Investment Advisory Service
(845) 677-4747
415 Oak Summit Rd
Millbrook, NY 12545
Manning Financial Services - Financial Planning Consultants
(845) 452-4831
47 S Hamilton St
Poughkeepsie, NY 12601

Very, very, very poor service, never returns phone calls, never follows up or follows through, but is happy to cash your check... Thought if I paid him a little extra I might…

M&T Bank - Banks
(845) 677-6850
2509 Route 44
Salt Point, NY 12578
closed now

From Business: Plan your visit to M&T Bank's Millbrook branch in Salt Point, NY by checking our hours of operation. M&T Bank is a community-focused, regional financial services…

Residential Home Funding - Financing Consultants
(845) 454-6088
1110 Route 55
Lagrangeville, NY 12540

From Business: Residential Home Funding Corp. is a full service mortgage banker. We are a direct lender licensed in over 20 states. We offer a wide array of mortgage products,…

Mid-Hudson Valley Federal Credit Union - Credit Unions
(845) 336-4444
1516 Route 55
Lagrangeville, NY 12540

From Business: At MHV’s Lagrange Branch, the team strives to deliver the solutions, guidance and experience our members need on their financial journey. We’re conveniently…

Edward Jones - Financial Advisor: Jeremy W Angevine - Financial Services
(845) 471-6346
1133 Route 55 Ste B
Lagrangeville, NY 12540

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing…

Greene Robert J Cpa Cma - Accountants-Certified Public
(845) 889-4439
152 Deer Ridge Dr
Staatsburg, NY 12580
closed now

From Business: ROBERT GREENE CAN MAKE MONEY FOR YOU! With 25 years experience in managing personal and corporate taxes. Robert Greene is someone you can trust with the most…

Edward Jones - Financial Advisor: Chelsea T Hanlon, WMCP® - Financial Services
(845) 790-5109
938 Dutchess Tpke
Poughkeepsie, NY 12603

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing…

Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(845) 452-9267
488 Freedom Plains Rd Ste 105
Poughkeepsie, NY 12603
closed now

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Justin Semke - Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 452-9267
488 Freedom Plains Rd Ste 105
Poughkeepsie, NY 12603
closed now

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Mark Cukaj - Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 452-9267
488 Freedom Plains Rd Ste 105
Poughkeepsie, NY 12603
closed now

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

KeyBank - Financial Planners
(845) 471-6010
55 Burnett Blvd
Poughkeepsie, NY 12603
closed now

From Business: Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide…

Edward Jones - Financial Advisor: Patrick W Sunday, CEPA® - Financial Services
(845) 229-5868
4246 Albany Post Rd
Hyde Park, NY 12538

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing…

Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 495-3848
27 Collegeview Ave
Poughkeepsie, NY 12603

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Birch Hill Wealth Advisors - Ameriprise Financial Services - Financial Planners
(845) 495-3848
27 Collegeview Ave
Poughkeepsie, NY 12603
closed now

From Business: At Birch Hill Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial…

Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 495-3848
27 Collegeview Ave
Poughkeepsie, NY 12603

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 495-3848
27 Collegeview Ave
Poughkeepsie, NY 12603

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Afp-Prime Financial Services - Financial Planning Consultants
(845) 485-3338
11 Raymond Ave
Poughkeepsie, NY 12603
closed now

From Business: Prime Financial Services offers a range of financial and investment planning services. In addition to fixed annuities, it offers various traditional term- and…

TD Bank - ATM Locations
(845) 431-6101
703 Main St
Poughkeepsie, NY 12601
closed now

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small…

Coinsource Bitcoin ATM - ATM Locations
(800) 511-8940
3480 North Rd
Poughkeepsie, NY 12601
open now

From Business: The ATM at CVS of Poughkeepsie now sells bitcoin through LibertyX! Download the LibertyX app, select this location, and scan / paste your bitcoin wallet address…

Jennifer Paolicelli - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(914) 804-0583
85 Civic Center Plz Ste 100
Poughkeepsie, NY 12601
closed now

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Armando Merino - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(845) 777-4884
85 Civic Center Plz Ste 100
Poughkeepsie, NY 12601

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Adam Breault - Financial Advisor, Ameriprise Financial Services - Financial Planners
(845) 777-4884
85 Civic Center Plz Ste 100
Poughkeepsie, NY 12601

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

ADP Poughkeepsie - Payroll Service
(800) 225-5237
80 Washington St
Poughkeepsie, NY 12601
closed now

From Business: ADP provides Payroll Services, Human Resource Management, Employee Benefits Administration, Talent Management, Tax Compliance, PEO, & BPO solutions for any size…

Philip J. Bronzi, Chief Lending Officer - Financial Services
(845) 454-8555
2 Jefferson Plz
Poughkeepsie, NY 12601
closed now

From Business: With over 20 years of combined leadership and business development experience, Phil leads the Bank’s Commercial Lending team, as well as providing oversight for…

Sterling Manor Financial, LLC - Financial Planners
(845) 617-5071
84 Knollwood Rd
Rhinebeck, NY 12572
closed now

From Business: Sterling Manor Financial is an independent team of professionals who work with you to devise and implement dynamic financial strategies in order to help support…

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