Rhinebeck Wealth Advisors

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Benefit Counseling Associates is dedicated to assisting individuals in navigating the complex world of insurance to find the best coverage for their needs. With a focus on personalized service, they work closely with clients to identify the ideal insurance company, benefit plan, and pricing options that align with their unique requirements. Generated from their website's infomation

Morgan Stanley Smith Barney LLC is one of the leading global companies in wealth management. Located in Kingston, N.Y., the company provides a range of investment banking, securities, investment management and wealth management services. It also specializes in brokerage and investment advisory services, financial/wealth planning, credit/lending and cash management. For more than 30 years, the company is also one of the leading providers of share plan services in the United States. Morgan Stanley Smith Barney LLC is a member of the Securities Investor Protection Corporation (SIPC).