We can review your current investment program and make recommendations, or we can help you develop a new or more comprehensive investment plan. You can choose from a complete menu of investment opportunities:

  • Mutual funds (choose from a variety of funds)
  • Brokerage accounts (general securities, stocks, bonds, and unit investment trusts)
  • Managed accounts

To schedule a no-obligation consultation, please call us at (845) 452-7323 x1207.


All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through LPL Financial, member FINRASIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Our Retirement and Advisory Services Advisors are available to meet at our Commerce Street (Poughkeepsie) or Route 9 (Wappingers Falls) locations.

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