Best Financial Advisors in Ulster County, NY

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List of Firms

Ulster County, NY Fiduciary Financial Advisors

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Black Sea Gold Advisors LLC
Location 61 Barberry Rd, Kingston, NY 12401, USA
Phone (646) 431-9050
Directions
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David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 23 Wallkill Ave, Wallkill, NY 12589, USA
Phone (845) 454-3021
Directions
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Coombe Bender & Co
5 out of 5
Location Kerhonkson, NY 12446, USA
Phone (845) 647-8993
Directions
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Edward Jones - Financial Advisor: Reisa Adato, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1571 Ulster Ave Suite 2, Lake Katrine, NY 12449, USA
Phone (845) 331-6293
Directions
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paul l. delisio chfc/cfp/msfs
Location 106 Main St, Kingston, NY 12401, USA
Phone (845) 339-4600
Directions
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Mike Ferraro - Financial Consultant, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 307 Wall St Ste 7B, Kingston, NY 12401, USA
Phone (845) 481-4077
Directions
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Bluestone Financial Management
SEC File# 801-69970
CRD# 145706
Location 32 Northwoods Rd, Saugerties, NY 12477, USA
Phone (614) 323-7272
Directions
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Morgan Stanley Financial Advisors
2 out of 5
Location 91 N Front St, Kingston, NY 12401, USA
Phone (845) 331-1900
Directions
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Steve Hakim - Raymond James
Location 254 Fair St, Kingston, NY 12401, USA
Phone (845) 331-4555
Directions
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Berner Financial Services
Location 124 Main St Suite 9B, New Paltz, NY 12561, USA
Phone (845) 256-1950
Directions
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Money Concepts Financial Planning Center
Location 321 Wall St, Kingston, NY 12401, USA
Phone (845) 481-3635
Directions
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Meltzer & Hill Wealth Advisory
5 out of 5
Location 63 Hurley Ave, Kingston, NY 12401, USA
Phone (845) 384-1390
Directions
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Independent Financial Services
Location 60 Pearl St, Kingston, NY 12401, USA
Phone (845) 339-0900
Directions
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Huguenot financial planning
5 out of 5
Location 122 Main St, New Paltz, NY 12561, USA
Phone (917) 553-0675
Directions
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Hudson Valley Financial Services
SEC File# 801-77166
CRD# 116537
5 out of 5
Location 325 Albany Ave, Kingston, NY 12401, USA
Phone (845) 331-1108
Directions
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Ronald Schneider
SEC File# 801-67465
CRD# 142214
Location 40 Yankee Folly Rd, New Paltz, NY 12561, USA
Phone (845) 797-4136
Directions
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AXA Advisors
Location 1 Albany Ave # G3a, Kingston, NY 12401, USA
Phone (845) 331-1077
Directions
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The Hudson Valley NY Group - Morgan Stanley
Location 91 N Front St, Kingston, NY 12401, USA
Phone (845) 331-1900
Directions
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Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 23 Wallkill Ave, Wallkill, NY 12589, USA
Phone (845) 454-3021
Directions
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Edward Jones - Financial Advisor: Erin M Clancy
SEC File# 801-3297
CRD# 250
Location 1571 Ulster Ave Suite 2, Lake Katrine, NY 12449, USA
Phone (845) 331-6293
Directions
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Coombe Financial Services
SEC File# 801-66482
CRD# 119983
3 out of 5
Location 6872 US-209, Wawarsing, NY 12489, USA
Phone (845) 647-4800
Directions
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Woodhouse Wealth Management, LLC
Location 10 Westbrook Ln Suite 2, Kingston, NY 12401, USA
Phone (845) 339-3800
Directions
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Devine Financial Group
Location 32 Maiden Ln, Kingston, NY 12401, USA
Phone (845) 706-9994
Directions
Financial Advisors in Ulster County, NY

Where Certified Financial Advisors in Ulster County, NY Serve

Ulster County, NY is a picturesque region located in the heart of the Hudson Valley, known for its breathtaking natural beauty and rich history. From the towering peaks of the Catskill Mountains to the winding banks of the Hudson River, Ulster County is a place where nature and culture converge to create a truly unique experience. Some of the most notable landmarks in Ulster County include the historic Mohonk Mountain House, a stunning Victorian-era resort nestled in the heart of the Shawangunk Mountains, and the iconic Walkway Over the Hudson, a pedestrian bridge that spans the Hudson River and offers breathtaking views of the surrounding landscape. When it comes to top employers, Ulster County is home to a diverse range of businesses, including healthcare providers like HealthAlliance of the Hudson Valley, manufacturing companies like Kingston Pharma, and educational institutions like SUNY Ulster.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ulster County, NY can benefit greatly from the expertise of a financial advisor. One of the most common ways they can be helped is by creating a personalized financial plan that takes into account their unique circumstances and goals. For example, Ulster County is known for its natural beauty and outdoor recreation opportunities, which may be important factors to consider when planning for retirement or investing in a vacation property. A financial advisor can also provide guidance on budgeting, debt management, and tax strategies, which can be especially valuable for those living in a high-cost area like Ulster County. With the help of a financial advisor, residents can feel more confident and empowered in their financial decisions, allowing them to enjoy all that this beautiful region has to offer.

Insurance Broker

Residents of Ulster County, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized guidance on the best insurance policies for the unique needs of Ulster County residents. For example, due to the county's location in the Hudson Valley, residents may face different risks and coverage needs than those in other areas. An insurance broker can help navigate these complexities and find the right coverage for each individual or family. Additionally, an insurance broker can provide ongoing support, such as helping with claims and ensuring policies are up-to-date, giving residents peace of mind and security in their insurance coverage.

Retirement Planning

Residents of Ulster County, NY could benefit from the expertise of a retirement planner in a variety of ways. One of the most common ways is by helping individuals create a personalized retirement plan that aligns with their goals and financial situation. This is especially important in Ulster County, where the cost of living can be higher than in other parts of the state. A retirement planner can help residents navigate the complexities of retirement planning, including social security, pension plans, and investment strategies. Additionally, they can provide guidance on healthcare costs, which can be a significant expense for retirees. By working with a retirement planner, residents of Ulster County can gain peace of mind knowing that they have a plan in place to support them in their golden years.

Wealth Management

Residents of Ulster County, NY can benefit greatly from the services of a wealth manager. With a population of over 180,000 people, Ulster County is a diverse community with varying financial needs. A wealth manager can help residents navigate the complex world of investments, retirement planning, and estate planning. One specific way that a wealth manager can assist residents is by helping them create a financial plan that takes into account the unique challenges of living in Ulster County. For example, residents may need to plan for the high cost of living in areas such as Woodstock or New Paltz, or they may need to consider the impact of seasonal fluctuations on their income if they work in the tourism industry. A wealth manager can provide tailored advice and guidance to help residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Ulster County, NY can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or even refinance their current mortgages. One specific way that a mortgage loan officer can help Ulster County residents is by guiding them through the unique challenges of the local real estate market. With its proximity to New York City and picturesque natural surroundings, Ulster County has become a popular destination for homebuyers and investors alike. A knowledgeable mortgage loan officer can provide valuable insights into local market trends, zoning regulations, and other factors that can impact the homebuying process in Ulster County. By working with a mortgage loan officer, residents can navigate these challenges with confidence and achieve their homeownership goals.

Tax Services

Residents of Ulster County, NY can benefit greatly from the advice of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax planning and preparation. This is especially important in Ulster County, where there are unique tax laws and regulations that can be confusing for residents. A tax advisor can help residents navigate these laws and ensure they are taking advantage of all available tax deductions and credits. Additionally, a tax advisor can provide guidance on how to best structure financial transactions to minimize tax liabilities. By working with a tax advisor, residents of Ulster County can ensure they are making informed financial decisions that will benefit them in the long run.

Estate Planning Lawyer

Residents of Ulster County, 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 upon their passing. This is especially important in Ulster County, which has a large population of retirees and second homeowners who may have complex assets such as vacation properties, investments, and business interests. Additionally, an estate planning lawyer can help residents minimize their tax liability and protect their assets from potential creditors or lawsuits. By working with an experienced estate planning lawyer, residents of Ulster County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Ulster County, NY