Financial Services

“Age in place with dignity. Protect your spouse, home & assets with planning for long term care.”

12 Park Drive, Woodstock, NY 12498

www.louiswerbalowskyltci.com
845 679-2017
lwerbalowskyltc@aol.com

“Personal financial planning.”

Contact: Brian Ginty, President

108 North Front St., 3rd Floor Kingston, NY 12401

(845) 331-1108
bginty@hvfin.com

Hope Glashen, Financial Services Representative: Life insurance, investments and long-term care

1070 Route 9, Suite 209 Fishkill, NY 12524

845-296-7466
hglashen@metlife.com

PO Box 1429, Kingston, NY 12402

https://www.mhvfcu.com/
845 336-4444 / 800 451-8373

Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families and institutions in New York. With a full suite of services, we look to deliver the resources that can best accomplish each client’s unique goals.

http://www.morganstanleybranch.com/kingston/
(845) 331-1900

“Your future through a financial lens”

James Tissot, Certified Financial Planner

165 West 46th Street – Suite 707, New York, NY 10036

www.prismplanning.com
212 354-7164

We’re among the few independent banks in the Hudson Valley that haven’t lost their way through mergers or acquisitions.  We’ve never forgotten that uncompromising service excellence is what our customers have relied on for generations.

https://www.rhinebeckbank.com/Home.aspx
845-454-8555, option 3

Your personal accountant for all tax and accounting services.

108 North Front Street, 3rd Floor Kingston, NY 12401

845 331-9002
steven.trast@yahoo.com

Third Eye Associates provides Financial Life Planning, Financial Transition Planning, and wealth management to help clients realize their greatest asset – a rewarding life.

(845) 752-2216 | (212) 787-4292

“What a great bank should be”

*2011 Annual Gala Major Corporate Sponsor
*2012 Annual Gala Silver Sponsor
*2014 Annual Gala & Pride Sponsor

http://www.ulstersavings.com
866 440-0391