Brent Mentro State Farm Insurance is a leading provider of auto, homeowners, life, condo, renters, personal articles, business and health insurance, also offering banking and financial services.
Corporate Plans Retirement Strategies provides employee benefits to closely held businesses and financial planning for business owners
New York Life offers long term care insurance, disability income insurance, life insurance, and financial strategies for wealth creation.
E&L Tax Services is a full-service tax and accounting firm providing comprehensive solutions for individuals and businesses. They specialize in personal and business tax preparation, bookkeeping, payroll, and ongoing accounting support. Designed as a one-stop shop, they help clients simplify compliance, stay organized year-round, and make informed financial decisions with confidence.
Integra Accounting & Bookkeeping Services is a MWBE-certified provider of tax preparation, payroll, forensic accounting, notary, bookkeeping, immigration form preparer, LegalShield and ID Shield representative, life insurance, fixed securities, variable securities, business consultation services.
We specialize in life insurance, long term care insurance, business solutions, financial planning, and retirement planning.
Jesse Loyd is a Financial Professional works with individuals, families, and businesses (big or small) in life insurance/family protection, education savings, investments, retirement solutions/annuities, long-term care, and income disability protection.
Br. Manager
Goshen, NY 10924
KeyBank will help you find a financial solution that fits your needs. At KeyBank Goshen, 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 give us a call. Let’s work together to find the best financial solution to fit your situation.
President & CEO, Lynch Wealth Strategies, Inc.
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.
At Lynch Wealth Strategies, we utilize objective research and comprehensive financial tools, listen well to understand and stay current with clients’ evolving financial needs, educate clients on all available investments & insurance solutions, which meet their needs, holistically integrate branch resources with clients’ other trusted professionals (e.g., their estate attorney, tax accountant), have a long term focus, remain personally accessible and regularly communicate with clients, 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.
Vice President Portfolio Manager
Goshen, NY 10924
Orange 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.
Focus on pre and post retirement planning, emphasizing tax intelligent strategies and ways to lessen your tax liabilities. The tax and investment strategies are coordinated using investment, insurance, and annuities within your savings. Post-retirement plans are finally merged with Trust Planning.
Goshen, NY 10924
At Tangredi Financial Services, it’s rare to find a team like ours. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.
We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.
We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.
The Berkshire Bank proudly serves as a New York State chartered, FDIC insured commercial bank. Our New York City branches celebrated 30 years of excellence. In fact, in these many years, we have only had one objective, being The Bank that Puts Your Interest First.
Community banking to us means providing the products, advice and services to our clients to help them achieve their financial goals. Our organization is about more than our involvement though; it is also about our talent. Our experience and expertise is solid at all levels of the organization and many of our officers have more than 30 years of experience. The talent located in our branch network is also tops in today’s industry. These are the faces of today and tomorrow offering customers stability that is unmatched in today’s retail banking environment.
Walden Savings Bank, established in 1872, is the 10th oldest federally chartered mutual savings bank, located in Florida, New York. With a total of 11 full-service branches serving the Hudson Valley region, and a lending office located in Beacon, New York, the Bank’s progressive style of community banking provides products that cater to both the individual and the growing mid-size business. In addition, Walden Investment Services, located at Walden Savings Bank, offers personalized advice for financial planning.
Walden Savings Bank, established in 1872, is the 10th oldest federally chartered mutual savings bank, located in Washingtonville, New York. With a total of 11 full-service branches serving the Hudson Valley region, and a lending office located in Beacon, New York, the Bank’s progressive style of community banking provides products that cater to both the individual and the growing mid-size business. In addition, Walden Investment Services, located at Walden Savings Bank, offers personalized advice for financial planning.