Financial Services

Description:

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

Address:

12 Park Drive, Woodstock, NY 12498

Website: www.louiswerbalowskyltci.com
Phone: 845 679-2017
Email: lwerbalowskyltc@aol.com
Description:

“Personal financial planning.”

Contact: Brian Ginty, President

Address:

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

Phone: (845) 331-1108
Email: bginty@hvfin.com
Description:

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

Address:

1070 Route 9, Suite 209 Fishkill, NY 12524

Phone: 845-296-7466
Email: hglashen@metlife.com
Address:

PO Box 1429, Kingston, NY 12402

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

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.

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

“Your future through a financial lens”

Address:

James Tissot, Certified Financial Planner

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

Website: www.prismplanning.com
Phone: 212 354-7164
Description:

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.

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

Your personal accountant for all tax and accounting services.

Address:

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

Phone: 845 331-9002
Email: steven.trast@yahoo.com
Description:

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

Phone: (845) 752-2216 | (212) 787-4292
Description:

“What a great bank should be”

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

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