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President: Douglas Lee Adams, MBA Financial Advisor
Company: Ameriprise Financial Services, Inc.
Address: 1207 Rt. 9, Suite 7, Wappingers Falls NY 12590
Phone / Fax #: 845-298-2900 / 845-298-5339
E-mail Address: douglas.x.adams@ampf.com
"Advisor is licensed/registered to do business with US residents only in the states of New York, Pennsylvania, Texas and Vermont."
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Treasurer: Thomas A. Ackerman
Professional Designation: CFP®
Company: Ackerman Quinn Financial Services
Address: 110 Main Street, Suite 2B, Poughkeepsie NY 12601
Phone / Fax #: 845-485-5800 / 845-485-6950
E-mail Address: ta@primefs.com
Services Provided: Financial Planning, Insurance, Estate Planning / Admin, Stock & Bond Brokerage, Asset mgt, Charitable Giving, Retirement Planning, Employee Benefits, Long Term Care Insurance, Business Planning, Fee Based Planning
Business Description: Providing financial planning and investment services to professionals, corporations, and associations since 1981. Specializing in fee based asset management. Securities offered through Prime Capital Services, Inc., Member FINRA / SIPC.
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Director - Public Relations: Stephen E. Diamond
Professional Designation: J.D., LLM in Taxation
Company: Gellert & Klein, PC
Address: 75 Washington St., Poughkeepsie NY 12601
3010 Westchester Ave., Suite 302, Purchase NY 10577
Phone / Fax #: 845-454-3250 / 845-454-4652
E-mail Address: sdiamond@gklaw.us Website: www.gklaw.us
Services Provided: Estate Planning / Admin, Real Estate Closing, Elder Law Planning, Business Law
Business Description: Gellert & Klein, PC has a long history of providing clients with the highest quality, cost effective legal services. Regardless of size, personal attention is our hallmark. Gellert & Klein, PC is skilled in addressing complex problems through many specialized departments that concentrate in various areas of law. |
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Secretary: Erica Salzmann-Talbi
Professional Designation: CFP®, MBA
Company: Hudson Valley Management Group
Address: 224 Church St., Poughkeepsie NY 12601
Phone / Fax #: 845-473-4000 ext.12 / 845-473-2639
E-Mail Address: esalzmann@aol.com
Services Provided: Financial Planning, Insurance, Estate Planning / Admin, Stock & Bond Brokerage, Asset Mgt., Retirement Planning, Employee Benefits, Long Term Care Insurance, Mutual Funds
Business Description: With an overall goal of
helping my clients identify their financial goals and choose appropriate products that will move them towards meeting those goals, I provide financial planning services in the areas of retirement planning, insurances including life, long term care and disability, college savings and general financial planning, estate and tax planning. I offer mutual funds, managed separate accounts, brokerage accounts, variable and fixed annuities, life, disability and long term care insurance, and pension plans for small businesses. Securities and Investment Advisory Services offered through American General Securities Incorporated, Member FINRA/SIPC. Member of American International Group, Inc. 224 Church Street, Poughkeepsie, NY 12601.
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Director: Barbara B. Markell
Professional Designation: CFP®
Company: John G. Ullman & Associates, Inc.
Address: 30 East Market St., Rhinebeck NY 12572
Phone / Fax #: 845-876-4499 / 845-876-3375
E-mail Address: markellb@jgua.com Website: www.jgua.com
Services Provided: Financial Planning, Estate Planning / Admin, Stock & Bond Brokerage, Asset Mgt, Charitable Giving, Retirement Planning, Tax Preparation, Business Planning, Fee Based Planning
Business Description: John G. Ullman & Associates, Inc. provides comprehensive financial management for approximately 850 clients and manages assets in excess of $500 Million. Headquartered in Corning, NY, with a branch office in Rhinebeck NY, the firm was established in 1978. |
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Director: Ilske Veringa
Professional Designation: CFP®
Company: Hudson Valley Federal Credit Union
Address: 1810 South Road, 9 Mall Plaza, Wappingers Falls, NY 12590
Phone / Fax #: 845-229-0064
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Director: Joseph D Quinn III
Professional Designation:
Company: Ackerman Quinn Financial Services
Address: 110 Main Street, Suite 2B, Poughkeepsie NY 12601
Phone / Fax #: 845-485-5800 / 845-485-6950
E-mail Address: dq@primefs.com
Services Provided: Financial Planning, Insurance, Estate Planning / Admin, Asset Mgt, Charitable Giving, Retirement Planning, Employee Benefits, Long Term Care Insurance, Trust Management, Business Planning, Fee Based Planning, College Planning
Business Description: Providing financial planning and investment services to professionals, corporations, and associations since 1981. Specializing in fee based asset management. Securities offered through Prime Capital Services, Inc., Member FINRA / SIPC. |
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Name: David Albahary
Professional Designation: CFP®
Company: : Ivy Ridge Asset Management, LLC
Address: PO Box 592, Rhinebeck, NY 12572
Phone / Fax #: 914-244-0333
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Name: Thomas Ammons
Professional Designation:
Company: Affinity Advantage Financial
Address: 633 Rt. 211 East, Middletown, NY 10941
Phone / Fax #: 845-695-1000 ext. 202
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Name: John M. Angiulli
Professional Designation: CFP®
Company: Oldham Resource Group
Address: 101 Autumn Dr., Poughkeepsie NY 12603
Phone / Fax #: 845-462-1539 / 845-462-1539
E-mail Address: jmagpa@optonline.net
Services Provided: Financial Planning, Insurance, Estate Planning / Admin, Stock & Bond Brokerage, asset Mgt, Retirement Planning, Employee Benefits, Long Term Care Insurance, Fee Based Planning
Business Description: Providing comprehensive financial planning services. Specializing in retirement, education, long term care planning and fee based asset management. Securities offered through Prime Capital Services, Inc. Member FINRA / SIPC. |
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Name: James Bakun
Company: Investors Capital
Address: 4 June Road, Newburgh, NY 12550
Phone / Fax #: 845-926-2787
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Name: Stephen Baumgartner, Financial Advisor
Professional Designation: CFP®
Company: Ameriprise Financial Services, Inc
Address: 2345 Route 52, Suite 2M, Hopewell Junction, NY 12533
Phone / Fax #: 845-227-4951 / 845-227-4952
E-mail Address: stephen.x.baumgartner@ampf.com
Services Provided: Comprehensive Financial Planning, Retirement Planning, Insurance, Estate Planning.
Business Description: Putting your financial needs first is my job. Many of my clients are serious about managing their money responsibly in order to achieve their financial goals. That's where I come in. Working together, we design a sound, disciplined plan to help meet your financial needs. "This communication is published in the United States for residents of New York State only; and this advisor is licensed only in the states of New York, Florida, and Connecticut." |
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Director: Gregory J. Bayer
Professional Designation: CFP®
Company: Omni Financial Advisor Group
Address: 1342 Rt. 55, Lagrangeville NY 12540
Phone / Fax #: 845-452-4311
E-mail Address: gbayer@omnifinancialadvisory.com
Services Provided: Wealth Accumulation, Wealth Preservation and Wealth Planning
Business Description: Our mission is to inspire and motivate clients to take control of their financial future. As a team, we build personal relationships with our clients on a foundation of trust and advice. Legendary client service is our cornerstone .
"This communication is published in the United States for residents of New York only; and this advisor is licensed only in the state(s) of AZ, CA, CT, FL, GA, IL, MA, MD, MO, NC, NJ, Oh and VA." |
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Name: Michael Braun
Company: Financial Service Center, Inc.
Address: 3944 Route 9G, Red Hook, NY 12571
Phone / Fax #: 845-876-1919 |
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Name: Peter J. Brent, Sr.
Company: Brent Financial Group
Address: 70 East Main St., Wappingers Falls NY 12590
Phone / Fax #: 845-297-1040 / 845-298-0695 |
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Name: Laurie Brent Schiavone
Company: Brent Financial Group
Address: 70 East Main St., Wappingers Falls NY 12590
Phone / Fax #: 845-297-1040 / 845-298-0695 |
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Name: Martin Charwat
Professional Designation: J.D., CFP®
Company: Martin Charwat, CFP®
Address: 75 Washington St., Poughkeepsie NY 12601
Phone / Fax #: 845-485-5918 / 845-485-5164
E-mail Address: charwat@attglobal.net
Services Provided: Financial Planning, Asset Mgt, Charitable Giving, Retirement Planning, Fee Based Planning
Business Description: Martin Charwat, CFP® is engaged in fee-based planning for investments and retirement planning. In addition, the firm is also a fee-based asset manager and consults on charitable giving.
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Name: Randolph S. Clark
Professional Designation: Registered Financial Consultant
Company: Clark & Associates
Address: 288 Main St., Cornwall NY 12518
Phone / Fax #: 845-534-2110 / 845-534-2008
E-mail Address: randolph.clark@investfinancial.com Website: www.clarksmarketadvice.com
Services Provided: Financial Planning, Insurance, Estate Planning / Admin, Stock & Bond Brokerage, Asset Mgt, Charitable Giving, Retirement Planning, Employee Benefits, Tax Preparation, Long Term Care Insurance, Fee Based Planning, College Financial Aid Planning
Business Description: Our goal is to save each client a minimum of $5000 in taxes or other expenses! To learn how, please contact us and ask for a “One Hour Financial Manager.” Always a free initial consultation!
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Name: Martin Cukaj
Professional Designation: CFP®
Company: Ameriprise Financial Services, Inc.
Address: Freedom Executive Park, 488 Freedom Plains Rd. Suite 105, Poughkeepsie NY 12603
Phone / Fax #: 845-452-9267 / 845-483-1970
E-mail Address: martin.x.cukaj@ampf.com
Services Provided: Financial Planning, Insurance, Estate Planning, Retirement Planning
"This communication is published in the United States for residents of New York only; and this advisor is licensed only in the states of NY, OR, NC, PA, IL, NJ, CT, CA, NH, CO, FL, KS, MA, MI, VA and OH." |
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Name: Senta Curran
Professional Designation: MBA, CFP®, CLU, ChFC, LTCP, CLTC
Company: Curran Financial Group
Address: 2708 Rt. 52 PO Box 667, Pine Bush NY 12566
Phone/Fax #: 845-744-3074 ext. 207 / 845-744-6054
E-mail Address: senta@curranfinancial.com
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Name: William D. Dunstan
Company: Retirement Asset Management, Inc.
Address: 236 North Road, Poughkeepsie NY 12601
Phone / Fax: 845-454-9000 / 845-454-8609 |
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Name: Jeanne Fenton
Company: Fenton Financial Freedom
Address: 37 Evergreen Avenue, Poughkeepsie, NY 12601
Phone: 845-485-8806 |
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Name: Alan Fox
Professional Designation: ChFC, CLU
Company: Hartford Life
Address: 20 Corporate Woods Blvd., Albany NY 12211
Phone / Fax #: 800-342-3235 x16572 / 518-434-8401
E-mail Address: alan.fox@hartfordlife.com
Services Provided: Wholesale Individual Life
Business Description: Coordinate advanced underwriting sales of individual life insurance, specializing in older ages and / or larger face amounts. Also provide single life and survivorship policies, universal and variable universal life.
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Name: David W. Frederick
Professional Designation: CLU, CHFC
Company: Retirement Asset Management, Inc.
Address: 236 North Rd., Poughkeepsie NY 12601
Phone / Fax #: 845-454-9000 / 845-454-8609
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Name: Vicki L. Haak, Financial Advisor
Professional Designation: CFP®
Company: Ameriprise Financial Services, Inc
Address: 30 East Market Street Rhinebeck NY 12572
Phone / Fax #: 845-876-1157 / 845-876-1158
Services Provided: Investment Advice, retirement planning, estate planning and comprehensive financial planning
Business Description: Works with mature individuals who want to explore the options available to help increase their income, reduce their taxes and maintain their financial independence and lifestyle. Can provide them with information and advice so they can make the best decisions for their situation. Our mission is to help clients achieve their financial objectives – prudently and thoughtfully – through a long-term relationship based on trusted and knowledgeable advice. "This communication is published in the United States for residents of New York State only; and this advisor is licensed only in the states of Arizona, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maine, Massachusetts, New York, Rhode Island, Vermont and Wisconsin." |
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Name: Marion Henry
Company: Northwestern Mutual |
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Name: Ann Imperatori
Company: Imperatori & Isaacs, CPAs, PC
Address: 488 Freedom Plains Road, Suite 125, Poughkeepsie, NY 12603
Phone: 845-473-7937 |
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Name: Richard J. Jeffreys
Company: USB Agency, Inc.
Address: 180 Schwenik Drive Kingston NY 12401
Phone / Fax #: 845-338-6322 / 845-338-4997 |
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Name: Mark D. Kalish, Financial Advisor
Company: Ameriprise Financial Services, Inc
Address: 40 Matthews St., Suite 110 Goshen NY 10924
Phone / Fax #: 845-291-7000 / 845-291-3983
E-mail Address: mark.d.kalish@ampf.com
"This communication is published in the United States for residents of New York State only; and this advisor is licensed only in the states of New York, California, Florida, Georgia, Maryland, North Carolina, New Jersey, South Carolina, Texas, Washington, and Vermont."
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Name: John B. Lounsbury
Professional Designation: CFP®
Company: John B. Lounsbury, CFP
Address: 89 Parque De Sarah Place, Clayton, NC 27527
Phone: 919-553-8981
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Name: John Henry Low
Professional Designation: MBA, NAPFA Registered Financial Advisor
Company: Knickerbocker Advisors, Inc.
Address: PO Box 312 Pine Plains NY 12587 / 90 Park Ave. Ste 1700, New York NY 10016
Phone / Fax #: 518-398-9000 / 518-398-9800
Services Provided: Financial Planning, Estate Planning / Admin, Asset Mgt., Charitable Giving, Retirement Planning, Employee Benefits, Trust Mgt, Business Planning, Fee Based Planning
Business Description: Independent Fee-Only investment counseling and wealth management firm that provides personalized portfolio management, retirement and estate planning, comprehensive financial planning and investment advice for individuals and businesses. Accounts managed from the very conservative to the very aggressive and all risk and return levels in-between. Offices in Pine Plains and NYC. |
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Name: Jamie Mcgrory
Company: New York Partners Agency
Address: 1600 Stewart Avenue, Suite 701, Westbury, NY 11590
Phone: 516-222-5013 |
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Name: Diane Lindsay McMahon
Company: Lindsay Financial Services
Address: 197 Gibson Hill Rd., Chester NY 10918
Phone: 845-469-5105 |
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Name: John Morgan
Company: Prestige Asset Management Services, Inc.
Address: 1207 Route 9, Suite 10, Wappingers Falls, NY 12590
Phone: 845-297-3500 |
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Name: John Mott
Company: First Command Financial Services
Address: 815 Blooming Grove Turnpike, Suite 601, New Windsor, NY 12553
Phone: 845-561-3010 |
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Name: Susan Murphy
Company: Merrill Lynch
Address: : 2649 South Road , Poughkeepsie, NY 12601
Phone #: 845-431-2222 |
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Name: James Osborn
Company: Osborn Financial Planning, LLC
Address: 1757 Route 82, Lagrangeville, NY 12540
Phone #: 845-592-2141 |
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Name: Rachel Page, Financial Advisor
Professional Designation: CFP®, ChFC, CLU
Company: Ameriprise Financial Services, Inc.
Address: 6030 Route 82, PO Box 419, Stanfordville, NY 12581
Phone / Fax #: 845-240-1210 / 845-240-1214
E-mail Address: rachel.e.page@ampf.com
Services Provided: Financial Planning, Asset Mgt, Charitable Giving, Retirement Planning
"This communication is published in the United States for residents of New York State only; and this advisor is licensed only in the states of New York, Arizona, Connecticut, Florida, Maryland, Massachusetts, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina."
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Name: Jeffrey Rarich
Company: Guideposts Foundation
Address: : 66 East Main Street, Pawling, NY 12564
Phone #: 845-855-4353 |
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Name: Christopher Reilly
Company: Serenity Planned Giving Services
Address: 22 County Route 25B, Hudson NY 12534
Phone #: 518-697-0284 |
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Name: Michael P. Ryan
Company: Prime Financial Services, Inc.
Address: 11 Raymond Ave., Poughkeepsie NY 12603
Phone / Fax #: 845-471-8600 / 845-622-3665 |
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Name: Mona Santos
Company: First Command Financial Services
Address: 815 Blooming Grove Turnpike, Suite 601, New Windsor NY 12533
Phone #: 845-561-3010 |
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Name: Jeffrey A. Scales
Professional Designation: CFP®, MBA
Company: Jeffrey Scales & Associates
Address: 138 E. Market Street, Rhinebeck NY 12572
Phone / Fax #: 845-876- 1923 / 845-876-4105
E-mail Address: jeff@jsafinancial.com
Services Provided: As an Investment Adviser Representative of Commonwealth Financial Network, Member FINRA and a Registered Investment Advisor, I focus on personal and small business financial planning for investments, retirement, long-term care, socially screened investments, and wealth preservation strategies.
Business Description: We live in a fast-paced, constantly changing world. One of my responsibilities is to help my clients maintain their financial focus, so that they can pursue the things that are important to them and their families. My staff and I work diligently to provide a high level of quality in financial planning, guidance, and service. |
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Name: Eugene Schlecht
Professional Designation: CFP®
Address: 1429 Hemlock Farms, Blooming Grove PA 18428
Phone #: 570-775-6477 |
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Name: Frederick Schmalkuche
Company: Foster & Schmalkuche, PC
Address: 2135 Rt. 44/55, PO Box 300, Gardiner NY 12525
Phone #: 845-255-1813 |
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Name: Jerry S. Schwartz
Professional Designation: CFP®
Company:
Address: 216 State Route 299, Highland NY 12528
Phone #: 845-691-4035
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Name: Richard A. Schwed
Professional Designation: CFP®
Company: Financial Service Center
Address: 7 Panessa Dr., Poughkeepsie NY 12603
Phone / Fax #: 845-462-2269 / 845-462-7592
E-mail Address: rasfp@optonline.net
Services Provided: Financial Planning, Retirement Planning, Fee Based Planning, Asset Management, Stock and Bond Brokerage.
Business Description: Specializing in Financial and Investment planning towards (and through) retirement. Counseling in Pension Distribution Planning, EstatePlanning, Taxes, Education Planning, Long-Term Care, and all related areas. |
