"The nation's #1 retail mortgage lender"
* 2008-2012 Pride Corporate Sponsor
291 Wall Street, Kingston NY 12401
Meeting the financial needs of those who live, work, worship, volunteer or attend school in Dutchess, Ulster, Orange, and Putnam Counties. Whether you’re in a saving or borrowing state of mind, our competitive rates can help you achieve your goals
James Walker, Jr. and Rita Gaffney are distinctly qualified Financial Advisors providing complete financial care to a select group of clients.
Jim and Rita have 34 and 29 years of experience respectively in the financial services industry. Our team takes a comprehensive wealth management approach to deliver customized solutions tailored to each client’s distinct goals and lifestyle aspirations.