Financial Service

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Hudson Valley Credit Union
Address: 87 Brookside Ave
Chester, NY 10918
Business Website Address: https://www.hvfcu.org/
Business Phone Number: (845) 463-3011
Contact Name: Kristian Diaz
Branch Manager
Hudson Valley Investment Advisors Inc
Address: 117 Grand Street suite 201 / PO Box 268
Goshen, NY 10924
Business Website Address: http://www.hviaonline.com/
Business Phone Number: (845) 294-6127
Business Tags:
Contact Name: Michael M Rundle, CFP
Vice President Portfolio Manager
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.

Lynch Wealth Strategies
Address: 3 Coates Drive – Suite #5
Goshen NY 10924
Business Website Address: http://www.lynchwealthstrategies.com/
Business Phone Number: (845) 294-3456
Business Fax: (845) 294-1006
Contact Name: Edward Lynch, MBA, AIF®, AAMS®
Business Description:
Mid-Hudson Valley Federal Credit Union
Address: 1099 Morton Blvd
Kingston NY 12401
Business Website Address: https://www.mhvfcu.com/
Business Phone Number: (845) 336-4444 x3555
Contact Name: Michael Campbell
Business Development Officer
Pucci Financial of Raymond James
Address: 500 Canal Street
Goshen NY 10924
Business Phone Number: (845) 360-9500
Contact Name: Jason Pucci
Business Description:

Before the age of mass production and self-service, there were specialists who were masters of their crafts, from woodworkers to goldsmiths. They took great pride in their work, knew their clients personally and held them in high regard.

At Pucci Financial of Raymond James, we too have a specialty – customizing investment portfolios to the specific goals and investment needs of every client we serve. Our team applies more than 100 years of combined experience to carefully selecting every investment to help ensure the best fit for your life.

In our view, your investment portfolio was never intended to be a packaged good. If that seems old-fashioned to those on Wall Street, we remain steadfastly unapologetic.

Tangredi Financial Services
Address: 301 Main Street Suite 2F
Goshen NY 10924
Short Business Description: 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.

*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Tangredi Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Business Phone Number: (845) 360-5762
Business Fax: (845) 206-4311
Business Tags:
Contact Name: Anthony Tangredi
President, Tangredi Financial Services
Financial Advisor, RJFS