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Advisors near 12572
Out of 400,000+ nationwide
Brian S
CFP®, Series 63, Series 66
Clinton Corners, NY
Hudson Delaware Planning LLC
Mark S
Series 63, Series 65
Stone Ridge, NY
Stone Ridge Advisors
Michael R
CFP®
Red Hook, NY
Shelterbelt Advisors
Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.
John D
Series 63, Series 65
Staatsburg, NY
Bantam Inc.
Alan L
Series 66
Germantown, NY
Ryefield Capital, LLC
Edvard J
Series 65
Millbrook, NY
Seahorse Financial Advisers Inc.
Daniel D
CFP®, Series 66
Rhinebeck, NY
DDO Advisory Services, LLC
Cathleen T
CFP®
Rhinebeck, NY
Moonbridge Financial Design, LLC
I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.
Peter B
Series 65
New Paltz, NY
Beyond Wealth Management Group, LLC
Robert A
Series 63, Series 65
Red Hook, NY
Third Eye Associates, Ltd
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Advisors near 12572
Out of 400,000+ nationwide