Ameriprise Financial

De Lorenzo Financial Planning is a reputable financial planning firm based in Newburgh, NY, offering comprehensive services to individuals and businesses. They are affiliated with the Hudson Valley Estate Planning Council and provide expert advice on estate planning, retirement planning, long-term care insurance, and more. With a team of experienced professionals, De Lorenzo Financial Planning is dedicated to helping clients navigate the complexities of financial planning, including recent changes in estate tax laws. They offer educational programs like Estate Planning Day, where attendees can learn about important topics such as social security, medicare, and planned giving. Seating for their events is limited, so early reservation is encouraged.Generated from the website

Bourne Lent Asset Management Inc. is a Registered Investment Advisor located in Pawling, NY, that specializes in managing portfolios for individual investors and small institutions. As a fee-only advisory firm, they prioritize their clients' interests and adhere to a research-driven approach to deliver personalized and ethical investment management services. The company focuses on securities listed on major stock exchanges, deliberately avoiding short selling and derivatives to maintain transparency and align client objectives with sound investment practices. Client assets are securely held by third-party custodians, ensuring confidentiality and safeguarding investments across various account types. Generated from the website

Quest Financial Services is a financial services firm located in Goshen, NY. The firm offers a wide range of services, including retirement planning, wealth management, investment services, protection planning, educational financial planning, business planning, estate planning, tax strategies, and philanthropy strategy. The firm has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. Quest Financial Services is committed to providing its clients with the best possible service. The firm offers a variety of resources and tools to help clients make informed financial decisions. The firm also offers a free consultation to help clients get started on their financial journey.