Wealth Management in Newburgh, NY

We did the hard work of finding trustworthy partners in Newburgh, NY. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Newburgh, NY Wealth Management Firms

generic_business-71
Spencers Financial Services
5 out of 5
Location 735 Broadway, Newburgh, NY 12550, USA
Phone (845) 220-2080
Directions
generic_business-71
Edward Jones - Financial Advisor: Tim Bardin
SEC File# 801-3297
CRD# 250
5 out of 5
Location 34 N Plank Rd, Newburgh, NY 12550, USA
Phone (845) 562-1083
Directions
generic_business-71
Salisbury Bank Wealth Advisory
Location 801 Auto Park Pl, Newburgh, NY 12550, USA
Phone (845) 849-7380
Directions
generic_business-71
Magnolia Capital Management Ltd
SEC File# 801-65323
CRD# 119597
Location 145 Main St, Cold Spring, NY 10516, USA
Phone (845) 809-5259
Directions
generic_business-71
Falcon wealth management
5 out of 5
Location 25 Ralph Brach Dr, Wallkill, NY 12589, USA
Phone (845) 235-6421
Directions
generic_business-71
Rhinebeck Bank Asset Management
SEC File# 801-67242
CRD# 35371
Location 2134 NY-208, Montgomery, NY 12549, USA
Phone (845) 567-3930
Directions
generic_business-71
Lincoln Investment Planning
Location 1356 Rte 9W, Marlboro, NY 12542, USA
Phone (845) 236-3683
Directions
generic_business-71
Stewart and Associates
Location 201 Ward St # 2A, Montgomery, NY 12549, USA
Phone (845) 692-3444
Directions
generic_business-71
Quint Investments and Insurance Services
SEC File# 801-118831
CRD# 168463
5 out of 5
Location 210 New Hackensack Rd, Wappingers Falls, NY 12590, USA
Phone (845) 345-3628
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
O'Connor Davies Munns
Location 555 Hudson Valley Ave, New Windsor, NY 12553, USA
Phone (845) 220-2400
Directions
generic_business-71
Wells Fargo Advisors
Location 43 N Plank Rd, Newburgh, NY 12550, USA
Phone (845) 565-2403
Directions
generic_business-71
Lynch Wealth Strategies - Raymond James
Location 3 Coates Dr Ste 5, Goshen, NY 10924, USA
Phone (845) 294-3456
Directions
generic_business-71
Northwestern Mutual
Location 356 Meadow Ave, Newburgh, NY 12550, USA
Phone (845) 562-3879
Directions
generic_business-71
Commonwealth Financial Network, Jacqueline E. Dufresne
Location 31 S Plank Rd, Newburgh, NY 12550, USA
Phone (845) 245-4733
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor George F. Decker Jr.
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2285
Directions
generic_business-71
Smith Financial Strategies Group
Location 1658 NY-300, Newburgh, NY 12550, USA
Phone (845) 566-6100
Directions
generic_business-71
Wealth Enhancement Group
SEC File# 801-60749
CRD# 116407
Location 1401 NY-52 Suite 100, Fishkill, NY 12524, USA
Phone (845) 294-2080
Directions
generic_business-71
Compass Asset Management Group
SEC File# 801-60468
CRD# 113908
5 out of 5
Location 100 Stony Brook Ct, Newburgh, NY 12550, USA
Phone (845) 563-0537
Directions
generic_business-71
Acela Property Management
5 out of 5
Location 53 NY-17K, Newburgh, NY 12550, USA
Phone (845) 569-1500
Directions
generic_business-71
Winners Circle Asset Management
5 out of 5
Location 484 Temple Hill Rd #102, New Windsor, NY 12553, USA
Phone (954) 548-1049
Directions
generic_business-71
Voya Financial Advisors, Inc.
Location 52 N Plank Rd #3, Newburgh, NY 12550, USA
Phone (844) 854-8036
Directions
generic_business-71
The Captiva Group
Location 500 Stony Brook Ct, Newburgh, NY 12550, USA
Phone (845) 787-4232
Directions
generic_business-71
LXT Wealth Management
SEC File# 801-111055
CRD# 158043
Location 4 Thayer Rd, Highland Mills, NY 10930, USA
Directions
generic_business-71
WealthTrust
Location 33 Airport Center Dr SUITE 105, New Windsor, NY 12553, USA
Phone (845) 445-1500
Directions
SEC File# 801-108780
CRD# 277161
5 out of 5
Location 60 Merritt Blvd #106, Fishkill, NY 12524, USA
Phone (845) 226-1200
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Paige Decker
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2274
Directions
generic_business-71
De Lorenzo Financial Planning
Location 276 NY-17K, Newburgh, NY 12550, USA
Phone (845) 564-3654
Directions
SEC File# 801-71860
CRD# 154828
5 out of 5
Location 11 Old Balmville Rd, Newburgh, NY 12550, USA
Phone (845) 691-4035
Directions
Wealth Management in Newburgh, NY

Where Wealth Management Advisors in Newburgh, NY Serve

Newburgh, NY is a city with a rich history and diverse culture. It boasts several landmarks that showcase its past, including the Washington's Headquarters State Historic Site, the Newburgh Heritage Trail, and the Newburgh-Beacon Bridge. The city is also home to many top employers, such as St. Luke's Cornwall Hospital, Orange County Community College, and the Newburgh Enlarged City School District. Major highways that run through the city include I-84 and Route 9W, providing easy access to neighboring towns and cities. Some of the most notable streets in Newburgh include Broadway, Liberty Street, and Grand Street. The city is divided into several neighborhoods, each with its own unique charm and character. These include the East End, the Heights, and the Waterfront. With its rich history, top employers, major highways and streets, and diverse neighborhoods, Newburgh, NY is a city that has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Newburgh, NY can benefit from a bank in various ways. Firstly, a bank can provide loans to individuals who want to start a business in the city. Newburgh has a vibrant business community, and a bank can help entrepreneurs access funds to start or expand their businesses. Secondly, a bank can offer mortgages to residents who want to buy a home in the city. Newburgh has a rich history and beautiful architecture, and owning a home in the city can be a dream come true for many. Thirdly, a bank can provide financial education to residents, especially those who may be struggling with debt or financial management. Newburgh has a diverse population, and financial education can help residents make informed decisions about their money. Overall, a bank can be a valuable resource for residents of Newburgh, NY, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Newburgh, NY could benefit from the services of an insurance broker in several ways. Firstly, an insurance broker could help residents understand the complex insurance policies available to them and assist in selecting the most appropriate coverage for their needs. Secondly, an insurance broker could help residents navigate the often confusing and overwhelming claims process, ensuring that they receive the compensation they are entitled to. Additionally, given Newburgh's location in the Hudson Valley, an insurance broker could provide specialized coverage for flood damage, which is a common occurrence in the area due to its proximity to the river. Overall, an insurance broker could provide invaluable support to Newburgh residents in protecting their homes, businesses, and personal assets from unforeseen events.

Retirement Planning

Residents of Newburgh, NY can benefit greatly from the services of a retirement planner. With the city's population of over 28,000 people and a median age of 33.5 years, many individuals may not be thinking about their retirement plans. A retirement planner can assist residents in creating a personalized plan that takes into account their current financial situation, future goals, and any unique circumstances specific to Newburgh, such as the high cost of living. Additionally, a retirement planner can help residents navigate the complexities of Social Security and Medicare, as well as provide guidance on investment strategies and tax planning. With the average life expectancy in Newburgh being 76 years, a retirement planner can help ensure that residents are financially prepared for their golden years.

Financial Advisor

Residents of Newburgh, NY could benefit from the services of a financial advisor in a variety of ways. One of the most common ways is by helping them create a budget that fits their lifestyle and financial goals. This is especially important in Newburgh, where the cost of living is higher than the national average. A financial advisor can also assist residents in creating a plan to pay off debt, such as credit card balances or student loans. Additionally, a financial advisor can provide guidance on investing in the stock market or other financial instruments, which can help residents grow their wealth over time. With the help of a financial advisor, residents of Newburgh can gain a better understanding of their finances and make informed decisions to improve their financial well-being.

Mortgage Loan Officer

Residents of Newburgh, NY could benefit from the expertise of a mortgage loan officer in a variety of ways. Firstly, a loan officer can help residents navigate the complex process of obtaining a mortgage, which can be particularly challenging in a city like Newburgh where the housing market is highly competitive. Additionally, loan officers can provide guidance on the best loan products available to residents based on their unique financial situation and goals. This is especially important in Newburgh, where the median household income is lower than the national average and many residents may not have access to traditional banking services. Finally, loan officers can help residents understand the various costs associated with a mortgage, such as closing costs and interest rates, and help them make informed decisions about their financial future.

Tax Services

Residents of Newburgh, NY can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations of the state and federal government. This is especially important in Newburgh, NY, where the tax laws can be particularly confusing due to the city's unique economic and demographic characteristics. Additionally, a tax advisor can assist residents in minimizing their tax liabilities, maximizing their deductions, and ensuring compliance with all tax requirements. Furthermore, a tax advisor can provide valuable advice on financial planning, retirement planning, and estate planning, which can help residents achieve their long-term financial goals. With the help of a tax advisor, residents of Newburgh, NY can make informed decisions about their finances and achieve greater financial security and stability.

Estate Planning Lawyer

Residents of Newburgh, NY can benefit from the services of an estate planning lawyer in a number of ways. Firstly, an estate planning lawyer can help residents of Newburgh navigate the complex estate planning laws in the state of New York. This is particularly important in Newburgh, where the estate tax rate is higher than the national average. Secondly, an estate planning lawyer can help residents of Newburgh protect their assets and ensure that their wishes are carried out after their death. This is particularly important in a city like Newburgh, where the median household income is lower than the national average and many residents may have limited resources to pass on to their loved ones. Finally, an estate planning lawyer can help residents of Newburgh plan for the future and ensure that their loved ones are taken care of in the event of their death. This is particularly important in a city like Newburgh, where the population is aging and many residents may be concerned about the long-term care of their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs