Marc Zerfas - Northwestern Mutual

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

Northwestern Mutual Life Insurance, based in Newburgh, NY, offers a comprehensive range of financial solutions, including financial planning, insurance, and investment services tailored to meet the individual goals and priorities of its clients. With a legacy of 167 years, the company is backed by high financial strength ratings from major rating agencies, ensuring stability and trust for its policyholders. The firm emphasizes personalized service through its financial advisors, who engage in deep conversations to uncover unique opportunities and blind spots in clients' financial strategies. By focusing on better conversations, solutions, and outcomes, Northwestern Mutual aims to guide clients at every stage of life with tailored advice and a diverse portfolio of products. Generated from the website

Wildwood Wealth Management Inc is a financial services firm based in Newburgh, NY, specializing in wealth management and investment advisory services. With a focus on personalized financial planning and strategic investment solutions, Wildwood Wealth Management Inc aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information