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
Name
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