Best Financial Advisors in Staatsburg, NY

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List of Firms

Staatsburg, NY Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 6423 Montgomery St Suite 10 - 2nd Floor, Rhinebeck, NY 12572, USA
Phone (845) 876-1667
Directions
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Merrill Lynch Wealth Management Advisor Timothy Neilson
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2288
Directions
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Primerica
SEC File# 801-72263
CRD# 10111
1 out of 5
Location 297 Mill St, Poughkeepsie, NY 12601, USA
Phone (845) 554-3813
Directions
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Prime Wealth Management
Location 3344 NY-9N, Poughkeepsie, NY 12601, USA
Phone (845) 454-9000
Directions
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Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services, LLC
Location 176 Church St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
Directions
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RiverStone Private Wealth Advisors, Inc.
5 out of 5
Location 108 Montgomery St, Rhinebeck, NY 12572, USA
Phone (845) 516-4440
Directions
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Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC
Location 176 Church St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
Directions
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Kwame Adusei - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2826
Directions
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Northwestern Mutual - Joseph Small
Location 2515 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 224-0015
Directions
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Bantam Inc.
SEC File# 801-118447
CRD# 288075
Location 107 East Meadowbrook Ln, Staatsburg, NY 12580, USA
Phone (845) 605-1007
Language http://bant.am/
Directions
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Rhinebeck Wealth Advisors
Location Rhinebeck, Wealth Advisors, Red Hook, NY 12571, USA
Phone (845) 263-3990
Directions
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Edward Jones - Financial Advisor: Kimberly Barnett
Location 4246 Albany Post Rd, Hyde Park, NY 12538, USA
Phone (845) 229-5868
Directions
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Cornerstone Financial
SEC File# 801-107703
CRD# 129656
Location 42 Overlook Rd, Poughkeepsie, NY 12603, USA
Phone (845) 452-4080
Directions
Financial Advisors in Staatsburg, NY

Where Certified Financial Advisors in Staatsburg, NY Serve

Staatsburg, NY is a small hamlet located in Dutchess County, nestled between the Hudson River and the Catskill Mountains. The town is home to several notable landmarks, including the Mills Mansion, a historic mansion built in the late 19th century, and the Staatsburgh State Historic Site, a former estate turned museum that showcases the lifestyle of the wealthy during the Gilded Age. In terms of top employers, Staatsburg is primarily a residential area, but there are a few local businesses that provide employment opportunities, such as the Staatsburg Library and the Staatsburg Post Office. Major highways that run through the town include Route 9 and Route 9G, which provide easy access to neighboring towns and cities. The main street in Staatsburg is Old Post Road, which is lined with charming shops and restaurants.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Staatsburg, NY can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by assisting residents in creating a solid financial plan. This is especially important in Staatsburg, where the cost of living is higher than the national average. A financial advisor can help residents prioritize their financial goals and create a plan to achieve them. Additionally, a financial advisor can provide guidance on investment strategies, retirement planning, and tax planning, all of which can help residents in Staatsburg achieve long-term financial stability. With the help of a financial advisor, residents of Staatsburg can feel confident in their financial future and work towards achieving their financial goals.

Insurance Broker

Residents of Staatsburg, NY could greatly benefit from the services of an insurance broker. With the town being located in the Hudson Valley region, residents may be at a higher risk for natural disasters such as flooding or severe weather. An insurance broker could help residents find the best coverage for their homes and belongings, ensuring they are protected in the event of a disaster. Additionally, Staatsburg is a small town with limited access to healthcare facilities. An insurance broker could assist residents in finding affordable health insurance options, as well as connecting them with providers in nearby towns. Overall, an insurance broker could provide valuable support and guidance to the residents of Staatsburg, NY in protecting their homes, belongings, and health.

Retirement Planning

Residents of Staatsburg, NY could benefit greatly from the services of a retirement planner. A retirement planner can help individuals in Staatsburg, NY navigate the complexities of retirement planning, including managing retirement savings, understanding Social Security benefits, and creating a retirement income plan. With the average age of residents in Staatsburg being 46 years old, many are likely beginning to think about their retirement plans. A retirement planner can provide guidance on how to save for retirement and create a personalized plan that takes into account their unique financial situation and goals. Additionally, with Staatsburg being a small town with a close-knit community, a retirement planner can provide peace of mind to residents knowing that they have a trusted advisor to help them navigate the often daunting world of retirement planning.

Wealth Management

Residents of Staatsburg, NY could benefit greatly from the services of a wealth manager. With a median household income of $90,000, many residents may have accumulated wealth through investments or business ventures. A wealth manager can assist with financial planning, investment strategies, and risk management to ensure that their wealth is protected and grows over time. In addition, Staatsburg is located in Dutchess County, which has a high cost of living compared to the national average. A wealth manager can help residents navigate this expense by creating a budget and identifying areas where they can save money. Overall, a wealth manager can provide valuable guidance and support for residents of Staatsburg, NY who want to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Staatsburg, NY could greatly benefit from the expertise of a mortgage loan officer. These professionals can help guide individuals through the often confusing and overwhelming process of securing a mortgage. This is especially important in Staatsburg, where the housing market can be quite competitive. A loan officer can help residents understand their options, determine how much they can afford, and find the best mortgage rates available. Additionally, loan officers can assist with the necessary paperwork and ensure that all requirements are met in a timely manner. By working with a mortgage loan officer, residents of Staatsburg can feel confident that they are making informed decisions and securing the best possible mortgage for their unique needs.

Tax Services

Residents of Staatsburg, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help residents is by providing guidance on how to minimize their tax liability. This is especially important for residents of Staatsburg, as the town is located in Dutchess County, which has some of the highest property taxes in the state. A tax advisor can help residents navigate the complex tax laws and regulations, identify deductions and credits they may be eligible for, and develop a tax strategy that can help them keep more of their hard-earned money. Additionally, a tax advisor can provide advice on how to plan for retirement, invest in tax-advantaged accounts, and manage their finances in a way that maximizes their tax benefits. Overall, a tax advisor can be a valuable resource for residents of Staatsburg, NY who want to make informed decisions about their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Staatsburg, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Staatsburg, NY, where many residents own historic homes and properties that have been in their families for generations. An estate planning lawyer can also help residents minimize taxes and avoid probate, which can be a lengthy and expensive process. Additionally, an estate planning lawyer can assist with creating a durable power of attorney and healthcare proxy, which can provide peace of mind in case of unexpected illness or incapacity. Overall, an estate planning lawyer can help residents of Staatsburg, NY protect their assets and ensure their loved ones are taken care of in the future.

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