Heritage Financial Credit Union
Business Website Address
Business Phone Number
(845) 561-5607 x107
Contact Name
Karolina Szparaga
Branch Manager
Business Address
103-104 Clowes Avenue, Goshen, New York 10924
Business Description

Heritage Financial Credit Union is a community based not-for-profit financial institution that is member-owned and has been serving members in communities for 84 years. As an organization, Heritage Financial Credit Union exists to be able to promote financial well being with best-in-class financial products and services so members may reach their fullest potential in life. Heritage Financial Credit Union has 14 branch locations and strives to provide its members a seamless banking experience that allows members to conduct most banking functions from anywhere.

OUR MISSION

We are more than a bank. We believe in our members and employees – in their stories, both past and yet to be written. We are the combined Heritage of generations who care about and support each other to provide lasting contributions in our communities. We are committed to creating opportunities for people by providing necessary tools, resources and education to make possible the achievement of their goals, hopes, and dreams. We are Heritage Financial Credit Union.

Hudson Valley Investment Advisors Inc
Business Website Address
Business Phone Number
(845) 294-6127
Business Tags
Contact Name
Michael M Rundle, CFP
Vice President Portfolio Manager
Business Address
117 Grand Street suite 201 / PO Box 268
Goshen, NY 10924
Business Description

Hudson Valley Investment Advisors, Inc. has combined sophisticated investment management services to meet the specific needs of our clients. We have established an investment process that has been developed through years of experience in working with individuals, families, businesses, institutions and foundations.

Our investment clients include: Pension Funds, Profit Sharing Plans, Foundations, Endowments, Trusts, Individual Retirement Accounts, SEP Plans, 401K Plans and Managing Customized Investment Portfolios for Individuals.

Key Bank
Business Name
Business Website Address
Business Phone Number
(845) 615-5103
Business Fax
(845) 294-6198
Contact Name
Michele Dayton
Br. Manager
Business Address
50 N Church St,
Goshen, NY 10924
Business Description

Welcome to KeyBank Goshen Ii! We’ll help you find a financial solution that fits your needs. At KeyBank Goshen Ii, you’ll find ATMs, Investment Services for your convenience. Your local KeyBank is here for you, no matter what stage of life you’re in. Visit your local branch today or contact us at (845) 615-5103. Let’s work together to find the best financial solution to fit your situation.

Lynch Wealth Strategies, Inc.
Business Website Address
Business Phone Number
(845) 294-3456
Business Fax
(845) 294-1006
Contact Name
Edward Lynch, MBA, AAMS®, AIF® – Private Wealth Advisor, RJFS
President & CEO, Lynch Wealth Strategies, Inc.
Business Address
3 Coates Drive, Suite #5, Goshen, New York 10924
Business Description

Our branch team strives to provide a high quality, consistent experience for our investor clients: individuals, families, businesses and non-profit organizations.  We work hard to understand their personal goals and to nurture enduring, long term relationships.  We achieve this by adhering to the following business tenets:

Ø Utilize objective research and comprehensive financial tools,

Ø Listen well to understand and stay current with clients’ evolving financial needs,

Ø Educate clients on all available investments & insurance solutions, which meet their needs

Ø Holistically integrate branch resources with clients’ other trusted professionals (e.g., their estate attorney, tax accountant),

Ø Have a long term focus, remain personally accessible and regularly communicate with clients,

Ø Provide reliable, customized and convenient services to help clients achieve their goals.

What truly distinguishes our professional practice from others is our team’s reliable service, putting our clients’ interests first and striving to deliver what they expect, each and every day.

 
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lynch Wealth Strategies, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. 

Business Name
Business Website Address
Business Phone Number
(845) 291-7271
Business Fax
(845) 291-7009
Contact Name
Nicholas Esposito
Business Address
307 Main Street, Goshen, New York 10924
Orange County Trust Company
Business Phone Number
845-294-9701
Contact Name
Haydee Furman
Business Address
146 North Church St. Goshen NY 10924
The Berkshire Bank
Business Name
Business Website Address
Business Phone Number
(845) 294-6151
Contact Name
Darlene Janson
Business Address
2 S Church St, Goshen, NY 10924
Business Name
Business Phone Number
845-457-7700 x 545
Contact Name
Laura Gramazio
Business Address
95 N. Main St. Florida NY 10921