Edward Jones - Financial Advisor: Ulana M Emerson

Hudson Valley Investment Advisors is a subsidiary of Provident New York Bancorp, the holding company of Provident Bank, which provides financial services to businesses and individuals as a savings association. The bank s lending activities include commercial and residential real estate loans and secured and unsecured commercial loans for financing equipment acquisition, expansion, working capital and other general business purposes. It also provides land acquisition, development and construction loans to builders. The bank offers homeowner loans, home equity lines of credit, new and used automobile loans and personal loans with fixed-rate installment and variable lines of credit. Its deposit accounts include savings and checking accounts, money market and club accounts, certificates of deposits, commercial checking accounts for businesses and other plan accounts. The bank invests in debt securities issued by the United States government and agencies, corporate and municipal bonds, equity and mortgage-backed securities, and state and municipal securities. Hudson Valley Investment Advisors is located in Goshen, N.Y.

Compass Asset Management Group is a premier financial planning and investment management group based in Newburgh, NY. They offer a wide range of services including college planning, estate planning, insurance, investing, retirement planning, and more. With a team of experienced professionals, they strive to provide quality service and personalized advice to help clients achieve their financial goals and dreams. As a recognized Hudson Valley Five Star Wealth Manager, Compass Asset Management Group is dedicated to delivering exceptional service and expertise to their clients. They are committed to helping individuals and families navigate the complexities of financial planning, offering comprehensive solutions tailored to each client's unique needs. With a focus on building long-term relationships, Compass Asset Management Group is a trusted partner in helping clients secure their financial future.Generated from the website

Biondo Investment Advisors, located in Milford, PA, is dedicated to providing personalized financial guidance tailored to the unique needs and long-term goals of individuals, families, and businesses. With a commitment to trust, accessibility, and outstanding service, the firm combines comprehensive financial planning and investment management to help clients navigate all aspects of their financial lives. Led by CEO Joseph P. Biondo, who has been recognized in Forbes' prestigious Best in State Wealth Advisors list for 2025, Biondo Investment Advisors emphasizes building long-term relationships with clients. Their approach includes in-depth discovery meetings, risk assessments, and ongoing support to ensure clients feel confident in their financial well-being throughout their financial lifecycle. Generated from the website