O'Connor Davies Munns & Dobbins LLP

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

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

Magnolia Capital Management is a financial services firm based in Cold Spring, NY, dedicated to providing tailored investment solutions for their clients. They emphasize transparency and clarity in their client relationships by offering a Form CRS Relationship Summary, which outlines key information about their services and practices. The firm focuses on fostering a strong understanding of client needs, ensuring that their investment strategies align with individual financial goals. Through their commitment to client education and informed decision-making, Magnolia Capital Management aims to build lasting partnerships based on trust and mutual success. Generated from the website