| Charles Schwab |
155 Route 17, Paramus, NJ 07652 |
|
20196xxxx0 |
ej.********@s*****.com |
2.9 |
16 |
3.3 |
3 |
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| Conticelli Wealth Management |
5031 Route 9W Newburgh, NY 12550 |
|
84556xxxx9 |
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| Prime Capital Services |
56 Main St Ste 5, Warwick, NY 10990 |
|
84598xxxx2 |
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| Signature Bank |
100 Jericho Quadrangle Ste 125 Jericho, NY 11753 |
|
86674xxxx3 |
aab*******@s**********.com |
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2 |
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| Mill Ridge Wealth Management |
1 Mill Ridge Ln Chester, NJ 07930 |
|
90895xxxx0 |
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| Rhinebeck Bank Asset Management |
2134 NY-208, Montgomery, NY 12549 |
|
84556xxxx0 |
api*******@r***********************.com |
4.73 |
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| Infiniti Wealth Management |
3 Starr Ridge Rd Ste 103 Brewster, NY 10509 |
|
84527xxxx8 |
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| Vincent J Grenier Wealth Management |
25B Vreeland Rd Ste 201B Florham Park, NJ 07932 |
|
97337xxxx6 |
vin************@w*******.com |
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| Petito Wealth Management LLC |
1108 Kings Hwy Ste 1, Chester, NY 10918 |
|
84546xxxx0 |
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| DJL Wealth Management LLC |
337 Market St Ste 5 Saddle Brook, NJ 07663 |
|
20122xxxx0 |
dla*****@d******************.com |
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| Alvarado consulting |
127 Buckskin Dr, Greentown, PA 18426 |
|
57039xxxx1 |
chi***************************@g***********.com |
5 |
38 |
5 |
1 |
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| Thomas O’Connell - International Financial Advisory Group |
100 Enterprise Dr Ste 504 Rockaway, NJ 07866 |
|
97339xxxx3 |
tjo*******@i*********************.com |
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70 |
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| Signature Bank |
360 Hamilton Ave 5th Floor White Plains, NY 10601 |
|
86674xxxx3 |
aab*******@s**********.com |
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2 |
4 |
1 |
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| Franklin Wealth Management |
190 Franklin Ave Ridgewood, NJ 07450 |
|
20144xxxx8 |
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| Jack Watson - Northwestern Mutual |
555 Long Wharf Dr, New Haven, CT 06511 |
|
86045xxxx5 |
acc******@n*.com |
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5 |
1 |
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| Aspis Financial Management Group |
148-29 Cross Island Pkwy Whitestone, NY 11357 |
|
34773xxxx5 |
joh***@a*******.com |
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| David Elefant Wealth Management Group |
300 W Main St Rockaway, NJ 07866 |
|
97362xxxx6 |
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| Paul F. Cammareri, AWMA |
210 Main St, Goshen, NY 10924 |
|
64672xxxx2 |
pca*******@b***********.com |
1.01 |
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| O'Connor Davies Munns & Dobbins LLP |
555 Hudson Valley Ave, New Windsor, NY 12553 |
|
84522xxxx0 |
aka****@o****.com |
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| Wealth Management Partners |
1 Oak St Rochelle Park, NJ 07662 |
|
20188xxxx2 |
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| Richard J. Ernst, Eagle Strategies LLC |
58 Maybrook Rd, Campbell Hall, NY 10916 |
|
84563xxxx1 |
rje****@e**************.com |
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| Sentinel Defense Solutions |
PO Box 73, New Hampton, NY 10958 |
|
84566xxxx5 |
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| Clearview Investment Partners |
325 Columbia Tpke Ste 106 Florham Park, NJ 07932 |
|
97384xxxx0 |
ala********@c**************************.com |
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| Belpointe Wealth Management |
125 Greenwich Ave Greenwich, CT 06831 |
|
20362xxxx0 |
ale*********@b********.com |
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| Stewart & Associates |
341 Midland Lake Rd, Middletown, NY 10941 |
|
84569xxxx4 |
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| Lindsay Financial Services |
60 Erie St, Goshen, NY 10924 |
|
84529xxxx4 |
|
5.01 |
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| Pucci Financial of Raymond James |
500 Canal St, Goshen, NY 10924 |
|
84536xxxx0 |
aar************@r***********.com |
1 |
1 |
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| NorthStar Portfolio Investments |
80 4th St Stamford, CT 06905 |
|
20334xxxx0 |
d_j@o***********.com |
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| David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC |
23 Wallkill Ave, Wallkill, NY 12589 |
|
84545xxxx1 |
ada*********@a***.com |
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| Mirabellas Gold |
343 Jessup Rd, Florida, NY 10921 |
|
84565xxxx5 |
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| Alex Taub - Raymond James |
3 Coates Dr Ste 5, Goshen, NY 10924 |
|
84529xxxx3 |
|
5.01 |
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| Ameriprise Financial |
141 Ward St, Montgomery, NY 12549 |
|
91474xxxx0 |
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| CLU Wealth Advisors |
310 W 86th St PHN New York, NY 10024 |
|
34762xxxx8 |
clu@g********************.com |
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| Julie Smith, Rhinebeck Asset Management |
2134 NY-208, Montgomery, NY 12549 |
|
84556xxxx0 |
adi*****@r************.com |
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| Anjed Eloued - TD Wealth Financial Advisor |
515 State Route 17m, Monroe, NY 10950 |
|
84552xxxx0 |
abc***@t*.com |
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| Quest Financial Services |
30 Matthews St Ste 301, Goshen, NY 10924 |
|
84529xxxx3 |
ama***@q*********************.com |
3.7 |
3 |
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| U.S. Financial Services |
375 Passaic Ave Ste 100 Fairfield, NJ 07004 |
|
97388xxxx0 |
axx@u****.com |
5 |
6 |
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| Raffer Wealth Management |
115 W Century Rd Ste 145 Paramus, NJ 07652 |
|
20177xxxx1 |
ali***********@s**************.com |
5 |
6 |
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| Pathstone |
1 Industrial Dr, Middletown, NY 10941 |
|
84534xxxx1 |
aal*****@p********.org |
4 |
12 |
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3356 |
478 |
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| WFP Tax Partners |
22 Church St Box 60 Liberty Corner, NJ 07938 |
|
87771xxxx2 |
inf*@w********.com |
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| Tompkins Community Bank |
21 Peekskill Hollow Rd Putnam Valley, NY 10579 |
|
84552xxxx0 |
cus*********@t****************.com |
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11340 |
45 |
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| Drs Choices Insurance Services |
52 Forest Ave Paramus, NJ 07652 |
|
51671xxxx0 |
dan@d*********.com |
5 |
2 |
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| Vazquez & Associates |
132 West 31st St 9th Floor New York, NY 10012 |
|
33226xxxx0 |
eri*@p*************************.com |
|
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4.9 |
67 |
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| Randolph S Clark & Associates |
286 Main St, Cornwall, NY 12518 |
|
84553xxxx0 |
|
5 |
1 |
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| Genesis Wealth Management |
55C Lakeview Ave Leonia, NJ 07605 |
|
20178xxxx7 |
sun*******@g***************.com |
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| Gallo & Associates |
427 Manville Rd Pleasantville, NY 10570 |
|
91474xxxx5 |
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| Loehle, James V |
25 Main St, Goshen, NY 10924 |
|
20345xxxx2 |
dns*****@a***.com |
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| TIAA Financial Services |
225 High Ridge Rd Ste 115 Stamford, CT 06905 |
|
87784xxxx3 |
acc******************@t***.org |
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|
90774 |
487 |
92057 |
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| Westchester Financial Planning |
280 N Bedford Rd, Mount Kisco, NY 10549 |
|
91424xxxx0 |
jea**********@l**.com |
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128 |
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| Stifel |
17 West St, Goshen, NY 10924 |
|
84561xxxx0 |
abb****@s*****.com |
5 |
1 |
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4228 |
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| Glushanok & Associates |
1 International Blvd Ste 720 Mahwah, NJ 07495 |
|
20158xxxx5 |
ale*@g********.com |
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| SAGEbroadview Wealth Management |
60 Washington St Ste 102 Morristown, NJ 07960 |
|
97353xxxx0 |
axx******@s************.com |
5 |
2 |
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| Mindful Wealth Management - Ameriprise Financial Services |
73 Newark-Pompton Tpke Riverdale, NJ 07457 |
|
97361xxxx0 |
ale******************@a***.com |
|
10 |
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| Asset & Wealth Management |
50 Station Rd Sparta, NJ 07871 |
|
97372xxxx0 |
bfu*****@a***********.com |
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| Strategic Wealth Management |
555 Pleasantville Rd Ste 106N Briarcliff Manor, NY 10510 |
|
91476xxxx1 |
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| Richard Martin - Financial Advisor, Ameriprise Financial Services, LLC |
25 W Main St Ste 3-2, Goshen, NY 10924 |
|
84529xxxx0 |
dns*****@a***.com |
3.73 |
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| Parks Wealth Management |
148 Prospect St Fl 2 Ridgewood, NJ 07450 |
|
20168xxxx0 |
fel****@p******.com |
5 |
14 |
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|
195 |
31 |
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| SD Investment Research & Co. |
Greenwood Lake, NY 10925 |
|
84550xxxx6 |
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| Merrill Lynch Financial Advisor Thomas Anderson |
90 Crystal Run Rd, Middletown, NY 10941 |
|
84569xxxx2 |
ale*********@m*.com |
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| BNY Mellon Wealth Management |
111 Kraft Ave Bronxville, NY 10708 |
|
91479xxxx0 |
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| M & D Brokerage |
161 Acres Rd, Monroe, NY 10950 |
|
84578xxxx1 |
dd0*****************************@s*****.wixpress |
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| Tompkins Community Bank |
766 Yonkers Ave Yonkers, NY 10704 |
|
91496xxxx0 |
cus*********@t****************.com |
4 |
8 |
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| Morristown Wealth Management |
36 Cattano Ave Morristown, NJ 07960 |
|
97397xxxx3 |
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| JSL Wealth Management |
950 Jericho Tpke Fl 2 Westbury, NY 11590 |
|
51683xxxx0 |
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| Wealth Enhancement Group |
60 Cuttermill Rd Ste 516 Great Neck Plaza, NY 11021 |
|
51643xxxx0 |
abr*****@w****************.com |
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| Lotus Wealth Management |
111 Kinderkamack Rd River Edge, NJ 07661 |
|
20134xxxx5 |
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| Charles Schwab |
77 South Moger Ave Mt Kisco, NY 10549 |
|
91424xxxx0 |
ej.********@s*****.com |
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| The Captiva Group |
500 Stony Brook Ct, Newburgh, NY 12550 |
|
84578xxxx2 |
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| Merrill Lynch Wealth Management |
90 Crystal Run Rd, Middletown, NY 10941 |
|
84569xxxx0 |
ale*********@m*.com |
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| Clementyne Design |
116 Half Moon Bay Dr, Croton-on-Hudson, NY 10520 |
|
91453xxxx9 |
jan*****@c***************.com |
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1 |
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| First Republic Bank |
93 Mason St Greenwich, CT 06830 |
|
20342xxxx8 |
aa@f************.com |
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30 |
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| Atlantic Wealth Management Registered Investment Adviser |
322 Cheyenne Rd Lafayette, NJ 07848 |
|
97357xxxx7 |
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| Summit Financial Services Group Inc |
2494 State Route 207, Campbell Hall, NY 10916 |
|
84542xxxx7 |
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| Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC |
25 W Main St Ste 3-2, Goshen, NY 10924 |
|
84529xxxx0 |
dns*****@a***.com |
5 |
2 |
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| Aponte Wealth Management |
28 Cranford Pl Teaneck, NJ 07666 |
|
20163xxxx4 |
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| Great Path Planning |
10 Matthews St, Goshen, NY 10924 |
|
84539xxxx4 |
chr**********@g**********.com |
4.85 |
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| RJL Financial Group |
1156 E Ridgewood Ave 7 Ste 7 Ridgewood, NJ 07450 |
|
20161xxxx6 |
car***@r*****.net |
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| Andreaggi James T Wealth Planning and Management |
427 Bedford Rd Pleasantville, NY 10570 |
|
91477xxxx0 |
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| Merrill Lynch |
1010 Northern Blvd, Great Neck, NY 11021 |
|
51649xxxx0 |
aas***********@m*.com |
5 |
3 |
3 |
2 |
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| Avanti Wealth Management - Pasquale Pisani |
17 Sylvan St Ste 104 Rutherford, NJ 07070 |
|
20172xxxx7 |
imp******@g****.com |
5 |
19 |
5 |
2 |
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| Mindful Wealth Management - Ameriprise Financial Services |
86 Midland Ave Montclair, NJ 07042 |
|
97374xxxx0 |
ale******************@a***.com |
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| Gene Spitzer - LPL Financial |
461 From Rd Fl 3, Ste 385 Paramus, NJ 07652 |
|
20183xxxx9 |
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| Paul Ellis Consulting |
35 Washington Ave, Beacon, NY 12508 |
|
20351xxxx7 |
pau*@p******************.com |
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| Highland Wealth Management |
2001 US Highway 46 Ste 211 Parsippany, NJ 07054 |
|
97339xxxx0 |
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| Richard Kersting - Financial Advisor, Ameriprise Financial Services, LLC |
25 W Main St Ste 3-2, Goshen, NY 10924 |
|
84536xxxx0 |
dns*****@a***.com |
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| Matthew Brenner |
404 Glen Cove Ave Ste 100 Sea Cliff, NY 11579 |
|
51692xxxx5 |
dat*****************@i****.de |
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| Dunlap, Jacob |
25 Main St, Goshen, NY 10924 |
|
63177xxxx5 |
dns*****@a***.com |
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| Morgan Stanley Wealth Management |
23 Butternut Ct, Highland Mills, NY 10930 |
|
84573xxxx7 |
aal*******@m************.com |
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112490 |
3026 |
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| Lexco Wealth Management |
120 White Plains Rd Ste 112 Tarrytown, NY 10591 |
|
91446xxxx0 |
aiq***@l**********.com |
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| Greenspring Advisors |
650 From Rd Ste 270 Paramus, NJ 07652 |
|
55124xxxx0 |
aar********@g******************.com |
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| Ameriprise Financial |
Po Box 615, Highland Mills, NY 10930 |
|
84582xxxx0 |
ame******************@a***.com |
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132811 |
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| Florham Park Wealth Advisors |
25B Vreeland Rd Ste 110 Florham Park, NJ 07932 |
|
97337xxxx8 |
cas*********@w*****************.com |
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| RetireWell-USA |
1136 Route 9 Wappinger Falls, NY 12590 |
|
84529xxxx8 |
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| Merrill Lynch Financial Advisor Frank Vincent Guzzone |
36-35 Bell Blvd Bayside, NY 11361 |
|
71828xxxx1 |
ale*********@m*.com |
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| Spencers Financial Services |
735 Broadway, Newburgh, NY 12550 |
|
84522xxxx0 |
noe*@s****************.com |
5 |
1 |
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| TD Bank |
51 Main St, Warwick, NY 10990 |
|
84598xxxx1 |
aar*********@t*.com |
4.5 |
10 |
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850729 |
5422 |
854469 |
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| Warwick Valley Financial Advisors |
28 Railroad Ave #2b, Warwick, NY 10990 |
|
84598xxxx0 |
fem*@w********.com |
3.7 |
3 |
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133 |
10 |
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| National Securities |
210 Main Street Goshen, NY 10924 |
|
64672xxxx2 |
aro*****@b***********.com |
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| Guarino Wealth Management |
124 E Main St Ste 101 Denville, NJ 07834 |
|
97362xxxx2 |
gua************@g************.com |
5 |
10 |
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| Diversified Brokerage Limited |
PO Box 179, Goshen, NY 10924 |
|
84529xxxx9 |
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| Charles Schwab |
20 N Park Pl Morristown, NJ 07960 |
|
97335xxxx0 |
ej.********@s*****.com |
3 |
2 |
3.5 |
2 |
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| Chadwick Wealth Management |
32-16 Broadway Fair Lawn, NJ 07410 |
|
20179xxxx3 |
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| Carin H Constant - Coldwell Banker Beau Hulse Realty Group |
2302 Main St, Bridgehampton, NY 11932 |
|
51657xxxx3 |
joh******@j**********************.business |
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| Edward Jones - Financial Advisor: JR Caiafa |
77 Ronald Reagan Blvd, Warwick, NY 10990 |
|
84598xxxx0 |
and*******@c*************.ca |
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| Charles Schwab |
2308 Broadway, New York, NY 10024 |
|
21236xxxx0 |
ej.********@s*****.com |
5 |
2 |
3.4 |
7 |
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| Baby Boomer - Access Wealth |
4 Becker Farm Rd Fl 1 Roseland, NJ 07068 |
|
97374xxxx0 |
axx*****@a************.com |
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| William Conklin - Acorn Financial Services |
290 W Mount Pleasant Ave Ste 2300 Livingston, NJ 07039 |
|
97371xxxx3 |
bca*******@a******.com |
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| James Van Metter & Associates |
81 Pondfield Rd Ste 4 Bronxville, NY 10708 |
|
91479xxxx3 |
jvm@j***********.com |
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| Frank Dwyer, Rhinebeck Asset Management. A Division of Rhinebeck Bank. |
2134 NY-208, Montgomery, NY 12549 |
|
84556xxxx0 |
adi*****@r************.com |
5.01 |
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| Jennifer Paolicelli - Financial Advisor, Ameriprise Financial Services, LLC |
25 W Main St Ste 3-2, Goshen, NY 10924 |
|
84545xxxx1 |
dns*****@a***.com |
5.01 |
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| Delaney Computer Services |
575 Corporate Dr Ste 400 Mahwah, NJ 07430 |
|
20166xxxx0 |
a.d*****@d****.com |
5 |
104 |
4 |
5 |
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| Romanchuk Financial Group |
Wood-Ridge, NJ 07828 |
|
34784xxxx1 |
rom**@r**.tax |
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| Hudson Valley Investment Advisors, Inc. |
117 Grand St Ste 201, Goshen, NY 10924 |
|
84529xxxx7 |
cro**@h*********.com |
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107 |
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1 |
| Paolicelli, Jennifer, AGT |
25 Main St, Goshen, NY 10924 |
|
84529xxxx0 |
ame******************@a***.com |
|
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|
132829 |
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| Mid-Hudson Valley Federal Credit Union |
1224 Rt.300, Newburgh, NY 12550 |
|
84533xxxx4 |
aaa***@m*****.com |
4.7 |
116 |
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| Eastcoast Wealth Management |
181 New Rd Ste 226 Parsippany, NJ 07054 |
|
97339xxxx6 |
rob@e**************.com |
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| Scott Doyle, Timothy Davis & Rodger Thomas |
38 Edgemere Rd Fl 1 Livingston, NJ 07039 |
|
97354xxxx0 |
s.d****@s************.net |
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| RMR Wealth Builders |
111 Grove St Montclair, NJ, NJ 07042 |
|
88833xxxx8 |
aco*******@r********.com |
5 |
2 |
5 |
1 |
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| Hudson Valley Investment Advisors, Inc. |
117 Grand St, Goshen, NY 10924 |
|
84529xxxx7 |
cro**@h*********.com |
5 |
1 |
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108 |
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| Hudson Property Services |
695 Dutchess Turnpike Ste 110 Poughkeepsie, NY 12603 |
|
84534xxxx7 |
inf*@h*******.com |
4 |
41 |
5 |
1 |
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323 |
4 |
373 |
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| Leicht Financial Planning & Wealth Management |
900 Lanidex Plz Ste 110 Parsippany, NJ 07054 |
|
97359xxxx0 |
and***@l***********.com |
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| Baldino Stephen A |
37 Grand St, Warwick, NY 10990 |
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84598xxxx9 |
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| Comprehensive Wealth Management Group |
243 Main St, Staten Island, NY 10307 |
|
80060xxxx2 |
aka**@c*******.com |
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| Vanek Trust |
Woodmere, NY 11598 |
|
51652xxxx8 |
fil***@g******.com |
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| Jacob Dunlap - Private Wealth Advisor, Ameriprise Financial Services, LLC |
25 Main St, Ste 3-2, Goshen, NY 10924 |
|
63177xxxx5 |
dns*****@a***.com |
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2141 |
11 |
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1 |
| Scott Turner - J Matrik Wealth Management |
555 Taxter Rd Ste 190 Elmsford, NY 10523 |
|
91490xxxx4 |
ale*@j******.com |
5 |
2 |
5 |
1 |
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120 |
3 |
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| Next Generation Services |
75 Livingston Ave Ste 304 Roseland, NJ 07068 |
|
88885xxxx8 |
ali**@s************.com |
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5 |
1 |
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326 |
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317 |
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| Building Equity Management |
1261 Broadway Ste 812 New York, NY 10001 |
|
92989xxxx3 |
ash*****@b*****.com |
4.9 |
32 |
5 |
45 |
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| Barreiro & Associates |
15 Pinehurst Cir, Monroe, NY 10950 |
|
84577xxxx4 |
ada********@i**************.com |
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| Tempewick Wealth Management |
177 Madison Ave Morristown, NJ 07960 |
|
97328xxxx0 |
ale********@t*******************.com |
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13 |
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| The Wealth Advisory Group |
33 Washington St Morristown, NJ 07960 |
|
97397xxxx7 |
gpr******@w***.com |
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273 |
16 |
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| Tompkins Community Bank |
831 Route 82 Hopewell Junction, NY 12533 |
|
88827xxxx0 |
cus*********@t****************.com |
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11340 |
45 |
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| JMBA Wealth Management |
Bridgeport, CT 06606 |
|
20364xxxx2 |
ana***@g****.com |
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| Charles Schwab |
1900 Northern Blvd, Manhasset, NY 11030 |
|
51649xxxx0 |
ej.********@s*****.com |
3.3 |
3 |
4 |
1 |
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| B. Riley Wealth Tax Services |
484 Temple Hill Rd Suite 106, New Windsor, NY 12553 |
|
84556xxxx0 |
aal*******@b***********.com |
4.5 |
8 |
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| Raymond James Financial Services |
1 Hatfield Ln #4, Goshen, NY 10924 |
|
84529xxxx0 |
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3.73 |
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| Merrill Lynch Wealth Management |
40 Matthews St Ste 209, Goshen, NY 10924 |
|
84529xxxx4 |
ale*********@m*.com |
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| The Dime Bank |
1824 Rte 739 Dingmans Ferry, PA 18328 |
|
57082xxxx0 |
abu***@t**********.com |
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3 |
3 |
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| First Central Savings Bank |
70 Glen St Ste 100 Glen Cove, NY 11542 |
|
86640xxxx2 |
ada********@f******************.com |
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26 |
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| Jacob Dunlap - Private Wealth Advisor, Ameriprise Financial Services |
25 Main St Ste 3-2, Goshen, NY 10924 |
|
63177xxxx5 |
dns*****@a***.com |
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5 |
1 |
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| Hudson Valley Wealth Management |
15 E Central Ave, Pearl River, NY 10965 |
|
84592xxxx0 |
cco*****@h***.com |
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| Taylor Financial Group |
795 Franklin Ave Ste 202 Franklin Lakes, NJ 07417 |
|
20189xxxx0 |
bg@t*******************.com |
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483 |
5 |
515 |
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| Wealth Enhancement Group |
9 Coates Dr Ste 3 Goshen, NY 10924 |
|
84529xxxx0 |
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4.8 |
5 |
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| Signature Bank |
421 Hunts Point Ave Bronx, NY 10474 |
|
86674xxxx3 |
aab*******@s**********.com |
4.4 |
5 |
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| Tompkins Community Bank |
591 Route 6N, Mahopac Falls, NY 10542 |
|
84562xxxx0 |
cus*********@t****************.com |
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11340 |
45 |
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| Ford Wealth Management |
28 Horizon Farms Dr, Warwick, NY 10990 |
|
84598xxxx6 |
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| Edward Jones - Financial Advisor: Ryan O'Leary, CFP® |
42 High St, Warwick, NY 10990 |
|
84598xxxx0 |
a.j*********@e**********.com |
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| Edelman Financial Engines |
10 Bank St Ste 1215 White Plains, NY 10606 |
|
83375xxxx3 |
aar*******@e**********************.com |
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18442 |
16 |
19877 |
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| Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC |
25 W Main St Suite 3-2, Goshen, NY 10924 |
|
84545xxxx1 |
dns*****@a***.com |
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| Smith & Associates - A Wealth Management Practice |
230 Building 1 Route 206 Ste 109 Flanders, NJ 07836 |
|
97325xxxx3 |
elk**********@l**.com |
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| AMG National Trust |
163 Madison Ave Ste 110 Morristown, NJ 07960 |
|
80088xxxx7 |
a.j***@a**********.com |
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| Nisivoccia |
200 Valley Rd Ste 300 Mt. Arlington, NJ 07856 |
|
97332xxxx5 |
ael*****@n*********.com |
3.9 |
7 |
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| Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services |
25 Main St Ste 3-2, Goshen, NY 10924 |
|
84529xxxx0 |
dns*****@a***.com |
5 |
2 |
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| Samuele Dragone: Primerica - Financial Services |
280 NY-211 SUITE 101, Middletown, NY 10940 |
|
84534xxxx4 |
bri**********@p********.com |
5 |
1 |
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147236 |
4025 |
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| Magellan Financial Solutions |
13 Oakland Ave, Warwick, NY 10990 |
|
84598xxxx7 |
dd0*****************************@s*****.wixpress |
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| Bhashyam Wealth Management Associates - Ameriprise Financial |
399 Knollwood Rd Ste G10 White Plains, NY 10603 |
|
91446xxxx1 |
cla************@a***.com |
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| Siegel Joan Cfp |
21245 26th Ave, Bayside, NY 11360 |
|
71842xxxx0 |
joa*@j**********.com |
4.3 |
6 |
5 |
1 |
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| RBC Wealth Management |
1 Jericho Plz Ste 202 Jericho, NY 11753 |
|
51673xxxx0 |
rbc*********@r**.com |
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| Wealth Management Group of North America |
60 Cuttermill Rd Great Neck, NY 11021 |
|
51682xxxx8 |
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| Mordfin Group |
150 Great Neck Rd Ste 201 Great Neck, NY 11021 |
|
51682xxxx8 |
al.********@m******.com |
3.5 |
2 |
5 |
1 |
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| L.Ross Wealth Management |
461 From Rd Ste 385 Paramus, NJ 07652 |
|
86224xxxx0 |
joh******@l********************.com |
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| HJM Management Services LLC |
6 North St, Middletown, NY 10940 |
|
84539xxxx6 |
jsm***@h************.com |
4.9 |
83 |
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5 |
20 |
291 |
4 |
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| I-Impact Group |
40-8 Ettl Ln Greenwich, CT 06831 |
|
20353xxxx1 |
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| Edward Jones - Financial Advisor: Ryan O'Leary, CFP® |
42 High St S-201, Warwick, NY 10990 |
|
84598xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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84724 |
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| Hudson Valley Wealth Management |
36 S Main St Pearl River, NY 10965 |
|
84573xxxx0 |
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| Riverdale Wealth Management |
3265 Johnson Ave Bronx, NY 10463 |
|
71854xxxx6 |
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| brandbliss |
Yonkers, NY 10701 |
|
34792xxxx7 |
dat*****************@i****.de |
5 |
21 |
5 |
2 |
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| Edward Jones - Financial Advisor: Tim Bardin |
34 N Plank Rd, Newburgh, NY 12550 |
|
84556xxxx3 |
a.j*********@e**********.com |
5 |
2 |
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84724 |
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| Private Advisor Group |
65 Madison Ave Morristown, NJ 07960 |
|
97353xxxx0 |
abb*********@p******************.com |
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209 |
9 |
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| National Wealth Management |
26 Columbia Tpke Ste 105 Florham Park, NJ 07932 |
|
97380xxxx0 |
dav*********@c*****************.com |
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| Crimmins Wealth Management |
1000D Lake St Ramsey, NJ 07446 |
|
20178xxxx0 |
dan@c*********.com |
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| Joseph Campanella: Primerica - Financial Services |
19 Dewitt St, Middletown, NY 10940 |
|
84534xxxx6 |
bmo***********@p********.com |
5 |
2 |
|
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|
147372 |
4028 |
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| Morgan Stanley Wealth Management |
25 Main St Ste 4, Goshen, NY 10924 |
|
84529xxxx0 |
aar***********@m***********************.com |
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| Wealth Management Associates |
5031 Route 9W Newburgh, NY 12550 |
|
84556xxxx7 |
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| A. T. Becker & Associates, Inc |
142 Garth Rd Ste TU Scarsdale, NY 10583 |
|
91472xxxx7 |
inf*@a*******.com |
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1 |
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| L & L Partners Wealth Management |
78 Lafayette Ave Suffern, NY 10901 |
|
84536xxxx3 |
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| Medwise Insurance Advocacy |
24 Pawtuxet Ave, Monroe, NY 10950 |
|
84523xxxx2 |
adr**@m***********************.com |
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630282 |
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| Anjed Eloued - TD Wealth Financial Advisor |
78 Brookside Ave Ste 101, Chester, NY 10918 |
|
84552xxxx0 |
abc***@t*.com |
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621 |
850729 |
5422 |
854469 |
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| Anthony Barrese Asset Management |
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84525xxxx0 |
ale********@a*.cadaretgrant |
5 |
11 |
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| FFG, Fisch Financial Group |
5 Corporate Dr, Central Valley, NY 10917 |
|
20125xxxx3 |
yfi***@f***********.com |
5.02 |
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| Murphy Wealth Management Group |
60 Merritt Blvd #106, Fishkill, NY 12524 |
|
84522xxxx0 |
adi*****@m***********.com |
5 |
2 |
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| Professional Economic Growth Group |
75 Lane Rd Ste 400 Fairfield, NJ 07004 |
|
97383xxxx5 |
aba****@p******.com |
5 |
5 |
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| Daniel Financial Management Group |
One University Plz Ste 108 Hackensack, NJ 07601 |
|
20148xxxx3 |
bar****@d*****************.com |
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| RGA Investment Advisors |
185 Great Neck Rd Fl 3 Great Neck, NY 11021 |
|
51666xxxx5 |
ari@r****.com |
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5 |
3 |
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223 |
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| Rienas & Brown Wealth Management - Ameriprise Financial |
399 Knollwood Rd Ste 212 White Plains, NY 10603 |
|
91423xxxx0 |
ann*********@a***.com |
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277 |
7 |
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| Tompkins Community Bank |
293 Lexington Ave Mt. Kisco, NY 10549 |
|
91424xxxx2 |
cus*********@t****************.com |
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11340 |
45 |
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| Modera Financial Advisors & Financial Planners |
56 Jefferson Ave westwood, NJ 07675 |
|
20176xxxx0 |
aar********@m***********.com |
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90 |
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110 |
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| TRIANGLE. Financial third party advisory |
1 Stage Rd Suite #211, Monroe, NY 10950 |
|
85539xxxx3 |
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5 |
28 |
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| Kaufman Financial |
815 5th Ave Ste 4B Manhattan, NY 10065 |
|
21260xxxx0 |
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| Access Wealth |
120 Eagle Rock Ave Ste 230 East Hanover, NJ 07936 |
|
97374xxxx0 |
axx*****@a************.com |
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9 |
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| The Dime Bank - Damascus |
1679 Cochecton Tpke Damascus, PA 18415 |
|
57022xxxx0 |
abu***@t**********.com |
4.8 |
4 |
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3313 |
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| Douglas Messina-Ameriprise |
615 State Route 32, Highland Mills, NY 10930 |
|
84524xxxx0 |
ann**********@a***.com |
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| Firmost Financial Systems |
111 Kinderkamack Rd Ste 303 River Edge, NJ 07661 |
|
20126xxxx0 |
dat*****************@i****.de |
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| Campania Wealth Management |
56 Livingston Ave Ste 250 Roseland, NJ 07068 |
|
97398xxxx5 |
nic***********@f*****.com |
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| Quest Advisory |
30 Matthews St # 302, Goshen, NY 10924 |
|
84529xxxx8 |
bi**@q************.com |
3.73 |
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| Tompkins Community Bank |
673 Freedom Plains Rd Poughkeepsie, NY 12603 |
|
84545xxxx9 |
cus*********@t****************.com |
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1 |
1 |
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11340 |
45 |
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| Stewart and Associates |
201 Ward St # 2A, Montgomery, NY 12549 |
|
84569xxxx4 |
joh******@s*********************.com |
1.01 |
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| Reliable Brokerage Inc |
1 Garfield Rd, Monroe, NY 10950 |
|
84578xxxx6 |
ebe*@e*******.com |
|
4 |
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| Forsyth Wealth Management |
249 Route 94 Ste 3 Vernon Township, NJ 07462 |
|
97351xxxx3 |
jla******@f*********.com |
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| Carminucci Wealth Management |
4 W Cross St Croton Falls, NY 10519 |
|
91461xxxx0 |
deb*********@l**.com |
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| KPC Financial Services |
500 N Franklin Tpke, Ramsey, NJ 07446 |
|
20167xxxx0 |
joh*******@k*****.com |
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5 |
2 |
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| Citibank |
1078 3rd Ave New York, NY 10065 |
|
64629xxxx0 |
abb**********@c***.com |
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1 |
1 |
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| Sterling Financial Planning |
60 Blue Heron Rd Ste 201 Sparta, NJ 07871 |
|
97372xxxx4 |
btu****@s*************.com |
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| Core Link Innovations |
Plainfield, NJ 07060 |
|
90890xxxx0 |
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| First Command Fncl Planning |
33 Airport Center Dr Ste 105, New Windsor, NY 12553 |
|
84556xxxx0 |
aar*******@f***********.com |
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7225 |
269 |
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| Select Wealth Partners |
12 Evergreen Dr, Middletown, NY 10940 |
|
84534xxxx4 |
inf*@s*******.net |
3.73 |
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| Regency Wealth Managment |
666 Godwin Ave Midland Park, NJ 07432 |
|
20144xxxx0 |
aan****@r************.com |
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267 |
11 |
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| Alex Finance NYC |
New York, NY 10027 |
|
64699xxxx8 |
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5 |
2 |
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| Mella Wealth Management |
34 Chestnut Ridge Rd Armonk, NY 10504 |
|
91427xxxx0 |
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| Merrill Lynch Financial Advisor Ryan Coakley |
90 Crystal Run Rd Ste 105, Middletown, NY 10941 |
|
84569xxxx4 |
ale*********@m*.com |
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| SFI Advisors |
79 Midland Ave, Montclair, NJ 07042 |
|
97374xxxx4 |
ale*@s**********.com |
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| Fuoco Group and TFG Related Entities |
120 White Plains Rd Ste 315 Tarrytown, NY 10591 |
|
91499xxxx0 |
cpa@f****.com |
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937 |
56 |
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| J P Morgan Private Bank |
100 W Putnam Ave Fl 4 Greenwich, CT 06830 |
|
20362xxxx0 |
acc******************@j*******.com |
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87050 |
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| TIAA Financial Services |
3 University Plz Ste 614 Hackensack, NJ 07601 |
|
87765xxxx1 |
acc******************@t***.org |
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|
90774 |
487 |
92057 |
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| Sarsi |
1 Avenue At Port Imperial Ste 1214 West New York, NJ 07093 |
|
91744xxxx1 |
dev*@s*******.com |
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| Workforce Management Agency |
400 Garden City Plz STE405 Garden City, NY 11530 |
|
34798xxxx5 |
eli******@w************************.com |
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| Tompkins Community Bank |
501 Marble Ave Pleasantville, NY 10570 |
|
91474xxxx8 |
cus*********@t****************.com |
5 |
2 |
1 |
1 |
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|
11340 |
45 |
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| Charles Schwab |
200 E 79th St New York, NY 10075 |
|
21245xxxx0 |
jan*****@s*****.com |
|
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4 |
1 |
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| Myles Financial Services |
59 N Main St, Florida, NY 10921 |
|
84565xxxx0 |
inf*@m******.com |
4.6 |
19 |
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|
398 |
40 |
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| SEP Financial Services |
5 Hatfield Ln Suite 2A, Goshen, NY 10924 |
|
84561xxxx0 |
dan*************@s*****.com |
5.01 |
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| Tompkins Community Bank |
49 Beekman Ave Sleepy Hollow, NY 10591 |
|
91463xxxx0 |
cus*********@t****************.com |
4 |
4 |
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|
11340 |
45 |
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| Focused Wealth Management |
11 Old Balmville Rd, Newburgh, NY 12550 |
|
84569xxxx5 |
adi*****@f****************.com |
5 |
3 |
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220 |
12 |
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| Directional Wealth Management |
141 West Main St Rockaway, NJ 07866 |
|
97377xxxx0 |
chr***********@m****************.com |
|
4 |
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| Financial Advisors Diddel & Diddel |
102 Southfield Ave The BoatHouse Stamford, CT 06902 |
|
20370xxxx3 |
cha****@d*****.com |
|
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5 |
1 |
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| Tompkins Community Bank |
1281 Route 9 Wappingers Falls, NY 12590 |
|
84529xxxx0 |
cus*********@t****************.com |
|
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|
11340 |
45 |
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| Trust & Investment Division |
117 Grand St, Goshen, NY 10924 |
|
84534xxxx0 |
ees*****@o****************.com |
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| True Contrarian |
300 Beech St, Kearny, NJ 07032 |
|
20124xxxx3 |
j.d@t*************.com |
|
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5 |
1 |
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| Signature Bank |
1C Quaker Ridge Rd New Rochelle, NY 10804 |
|
86674xxxx3 |
aab*******@s**********.com |
|
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|
| Merrill Lynch Financial Advisor Gregory J Lutfy |
90 Crystal Run Rd, Middletown, NY 10941 |
|
84569xxxx5 |
ale*********@m*.com |
|
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| Ethan H Saidel, CFP - LPL Financial |
825 Bloomfield Ave Ste LL-2 Verona, NJ 07044 |
|
20163xxxx8 |
den**********@l**.com |
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| Cohn Wealth Management Services |
4 Becker Farm Rd Ste 105 Roseland, NJ 07068 |
|
97336xxxx1 |
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| Webster Bank |
7 Edward J Lempka Dr, Florida, NY 10921 |
|
84577xxxx8 |
aar**@s**.com |
3.2 |
13 |
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| Cornerstone Financial Group |
51 Main St Succasunna, NJ 07876 |
|
97358xxxx1 |
ala*@c************.com |
5 |
9 |
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| Illyricum Capital |
2205 37th St Ste 3J Astoria, NY 11105 |
|
91760xxxx2 |
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| Edward Jones - Financial Advisor: Bob Priore |
55 Quaker Ave, Cornwall, NY 12518 |
|
84553xxxx1 |
a.j*********@e**********.com |
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198 |
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| Nick Quartarano - TD Wealth Relationship Manager |
78 Brookside Ave Ste 101, Chester, NY 10918 |
|
91431xxxx5 |
abc***@t*.com |
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621 |
850729 |
5422 |
854469 |
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| MSA Wealth Management |
119 Cherry Hill Rd Ste 135 Parsippany-Troy Hills, NJ 07054 |
|
88833xxxx0 |
478*************************************@w*****************.com |
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1 |
1 |
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88 |
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| Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC |
23 Wallkill Ave, Wallkill, NY 12589 |
|
84545xxxx1 |
ada*********@a***.com |
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228 |
13 |
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| Woodhouse Wealth Management |
10 Westbrook Ln Ste 2, Lower Level Kingston, NY 12401 |
|
84533xxxx0 |
joh*******@w**********.com |
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| 1879 Advisors - Ameriprise Financial Services, LLC |
25 W Main St Suite 3-2, Goshen, NY 10924 |
|
84536xxxx0 |
dns*****@a***.com |
5 |
1 |
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| Gariano Wealth Management |
548 Franklin Ave, Nutley, NJ 07110 |
|
97366xxxx1 |
inf*@g********.com |
5 |
4 |
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| LPL Financial - Gregory Emr |
85 Chestnut Ridge Rd Ste 201 Montvale, NJ 07645 |
|
20150xxxx0 |
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| Hudson Heritage Federal Credit Union |
25 Rykowski Ln Middletown, NY 10941 |
|
84556xxxx7 |
abr*******@h****.org |
2.6 |
23 |
1.9 |
14 |
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| Kolinsky Wealth Management |
500 N Franklin Tpke Ste 104, Ramsey, NJ 07446 |
|
20147xxxx1 |
9f8*************************************@w*****************.com |
5 |
2 |
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8 |
| Couto Defranco,P.A |
300 Executive Dr, Ste 200 West Orange, NJ 07052 |
|
97332xxxx0 |
ade****************************@c************.com |
4.5 |
8 |
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| Henderson & Neuberg LLC |
245 Main St Ste 201 Chester, NJ 07930 |
|
90887xxxx4 |
pet**********@h***************.com |
5 |
6 |
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| Tompkins Community Bank |
630 Route 6 Mahopac, NY 10541 |
|
84562xxxx0 |
cus*********@t****************.com |
4.6 |
12 |
2.5 |
2 |
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11340 |
45 |
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| Premier Wealth Advisors |
14 E 60th St Ste 402 New York, NY 10022 |
|
21275xxxx3 |
and***@y****************.com |
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| Bostick Murphy & Co Cpas PC |
113 Smith Ave Mount Kisco, NY 10549 |
|
91466xxxx6 |
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2.3 |
3 |
3.8 |
4 |
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| Gary Scheer |
55 Madison Ave Ste 400 Morristown, NJ 07960 |
|
97353xxxx0 |
gar*@g*********.com |
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5 |
1 |
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| Woodbury Investment Management Co Inc |
43 Desanctis Dr, Highland Mills, NY 10930 |
|
84582xxxx3 |
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| Bodnar Financial Advisors |
248 Columbia Tpke Florham Park, NJ 07932 |
|
97396xxxx9 |
bfa***@b*****.net |
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662 |
9 |
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| KT Wealth Management |
56 Main St Suite 1&2, Warwick, NY 10990 |
|
63138xxxx0 |
chr****@k*****************.com |
5 |
16 |
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| Lexington Avenue Capital Management |
10 Rugby Rd New City, NY 10956 |
|
84570xxxx6 |
cha****@l***********.com |
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| Romei Wealth Management |
1 Newark Pompton Tpke Wayne, NJ 07470 |
|
97369xxxx8 |
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| Select Wealth Partners |
2354 State Rte 17A Goshen, NY 10924 |
|
84561xxxx0 |
bob*@s*******.net |
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| Charles Schwab |
19 E Elm St, Greenwich, CT 06830 |
|
20362xxxx7 |
jan*****@s*****.com |
3 |
2 |
3 |
2 |
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| Ford Wealth Management |
65 Main St, Warwick, NY 10990 |
|
84598xxxx0 |
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| Scott Lask Wealth Management Group |
9 Colony Dr, Monroe, NY 10950 |
|
84577xxxx5 |
hel**@d**********.com |
5 |
2 |
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| JFL Total Wealth Management |
305 W Main St Boonton, NJ 07005 |
|
97343xxxx0 |
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| Forefront Wealth Planning & Asset Management |
145 N Franklin Tpke Ste 204 Ramsey, NJ 07446 |
|
88827xxxx5 |
ami*@f**********************.com |
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| Dedel, Peter, ATTY |
25 Main St, Goshen, NY 10924 |
|
84536xxxx4 |
dns*****@a***.com |
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| Northwestern Mutual Financial |
255 Greenwich Ave, Goshen, NY 10924 |
|
84529xxxx1 |
a.-***********@n*****************.com |
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106294 |
16209 |
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| Hudson Valley Investment Advisors Inc |
97 W Main St, Goshen, NY 10924 |
|
84529xxxx7 |
cro**@h*********.com |
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7 |
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107 |
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| Coffey, Robert, AGT |
7 Wisner Rd, Warwick, NY 10990 |
|
84582xxxx8 |
dns*****@a***.com |
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| LXT Wealth Management |
4 Thayer Rd, Highland Mills, NY 10930 |
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5.02 |
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| Morris Retirement Advisors |
3799 US Hwy 46 Ste 100 Parsippany, NJ 07054 |
|
84467xxxx3 |
sup****@m*****.com |
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5 |
21 |
454 |
3 |
472 |
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| Rbc Wealth Management |
650 From Rd Ste 151 Paramus, NJ 07652 |
|
20163xxxx0 |
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20 |
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| Maltin Wealth Management Inc. |
650 From Rd Ste 161 Paramus, NJ 07652 |
|
20121xxxx5 |
bsc****@m***********.com |
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| Affinity Advantage Financial Solutions |
633 NY-211, Middletown, NY 10941 |
|
84569xxxx0 |
bam****@a****************.com |
5 |
1 |
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191 |
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| Myles Wealth Management LLC |
59 N Main St, Florida, NY 10921 |
|
84565xxxx0 |
inf*@m******.com |
4.6 |
19 |
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| Charles Schwab |
300 Atlantic St Ste 130 Stamford, CT 06901 |
|
20335xxxx1 |
ej.********@s*****.com |
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| Chase Bank |
700 Clock Tower Commons Dr Brewster, NY 10509 |
|
84594xxxx0 |
acc**********@c****.com |
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1.1 |
8 |
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|
907930 |
5159 |
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| Calandra Financial Services |
581 NY-17M, Monroe, NY 10950 |
|
84577xxxx8 |
jca******@c************************.com |
4.619 |
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| Wealth Enhancement Group |
120 White Plains Rd Ste 405 Tarrytown, NY 10591 |
|
84529xxxx0 |
abr*****@w****************.com |
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| Kinecta Federal Credit Union - Madison Anywhere |
175 Park Ave Madison, NJ 07940 |
|
97377xxxx9 |
aar*****@k******.org |
4.2 |
21 |
5 |
1 |
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| Greenwich Wealth Management |
45 E Putnam Ave Ste 115 Greenwich, CT 06830 |
|
20376xxxx4 |
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| Ferrigno Financial |
79 E Main St, Washingtonville, NY 10992 |
|
84549xxxx8 |
fer*****@f*********.com |
5 |
2 |
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| The DeMinno CPA Firm |
337 N Main St Ste 13 New City, NY 10956 |
|
84563xxxx7 |
chr******@d******.tax |
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2 |
1 |
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| CDRS Professional Services |
27 Carpenter Ave, Middletown, NY 10940 |
|
84538xxxx0 |
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11 |
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| Walden Investment Services |
15 Scott's Corners Dr, Montgomery, NY 12549 |
|
84545xxxx0 |
apr********@w***********************.com |
4.7 |
3 |
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| Ace Advisory Management |
337 Lenox Ave, New York, NY 10027 |
|
64628xxxx4 |
x22*****@a*********************.business |
4.8 |
20 |
5 |
4 |
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| Martin, Richard |
25 Main St, Goshen, NY 10924 |
|
84529xxxx0 |
dns*****@a***.com |
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| FSC Wealth Advisors, LLC |
1 Summit Ct Suite 100, Fishkill, NY 12524 |
|
84529xxxx0 |
edw***@f****************.com |
5 |
2 |
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| Paladin Insurance Agency |
100 Lanidex Plz Ste 204 Parsippany-Troy Hills, NJ 07054 |
|
97345xxxx6 |
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| Brewster Wealth Management Group - Ameriprise Financial Services |
250 Pehle Ave Ste 500 Saddle Brook, NJ 07663 |
|
20122xxxx9 |
dns*****@a***.com |
|
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|
| Nick Quartarano - TD Wealth Relationship Manager |
800 Broadway, Newburgh, NY 12550 |
|
91431xxxx5 |
abc***@t*.com |
5.02 |
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851292 |
5484 |
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| Merrill Lynch Financial Advisor Kevin J Regan |
90 Crystal Run Rd, Middletown, NY 10941 |
|
84569xxxx9 |
ale*********@m*.com |
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| Ehrlich, Stephen |
125 Dolson Ave, Middletown, NY 10940 |
|
84579xxxx4 |
a****00@a*******.com |
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| Myles Wealth Management |
59 N Main St, Florida, NY 10921 |
|
84565xxxx0 |
inf*@m******.com |
4.6 |
20 |
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18 |
| Edelman Financial Engines |
650 From Rd Ste 460 Paramus, NJ 07652 |
|
83375xxxx3 |
aar*******@e**********************.com |
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18446 |
17 |
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| Crane Wealth Management Group |
7 Elmwood Dr Ste M-D New City, NY 10956 |
|
84572xxxx5 |
joh******@c********************.com |
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| Tributary Wealth Management |
550 Kinderkamack Rd Ste 127 Oradell, NJ 07649 |
|
20167xxxx2 |
ale********@t**********.com |
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| Chase Bank |
4277 Albany Post Rd Hyde Park, NY 12538 |
|
84522xxxx1 |
acc**********@c****.com |
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1 |
2 |
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907995 |
5159 |
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| KT Wealth Management |
56 Main Street Suite 1, 10990 |
|
63138xxxx0 |
chr****@k*****************.com |
5 |
16 |
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145 |
4 |
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5 |
| Third Tier Wealth Management |
139 Harristown Rd Ste 102D Glen Rock, NJ 07452 |
|
20125xxxx2 |
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| CIG Private Wealth Management |
110 Crystal Run Rd Ste 10, Middletown, NY 10941 |
|
84595xxxx6 |
aol****@c*****.com |
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| First Republic Bank |
148 E 79th St New York, NY 10075 |
|
21228xxxx8 |
aa@f************.com |
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5 |
2 |
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89765 |
261 |
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| Umpqua Bank |
7 Edward J Lempka Dr, Florida, NY 10921 |
|
84565xxxx1 |
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| CJE Financial |
363 Route 46 W Ste 300 Fairfield, NJ 07004 |
|
97324xxxx5 |
joe*******@c***********.com |
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| Integra Wealth Management |
461 From Rd Ste 385 Paramus, NJ 07652 |
|
20193xxxx4 |
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| Kalish, Mark, CFP |
25 Main St, Goshen, NY 10924 |
|
84529xxxx0 |
dns*****@a***.com |
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| Pollack Financial Group |
596 Franklin Ave Nutley, NJ 07110 |
|
97378xxxx5 |
ang***@p********************.com |
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2 |
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301 |
101 |
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| Thomas David Teel-Northwestern Mutual Financial Network |
115 W Century Rd Ste 125 Paramus, NJ 07652 |
|
20163xxxx5 |
aar**********@n***.com |
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106170 |
16202 |
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| Webster Bank |
18 Oakland Ave, Warwick, NY 10990 |
|
84535xxxx5 |
aar**@s**.com |
2 |
8 |
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| Lakeland Bank |
556 State Route 32, Highland Mills, NY 10930 |
|
84582xxxx0 |
act@l***********.com |
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9 |
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6608 |
34 |
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| Lavorgna, James - J.D., LL.M., CFP |
249 State Rt 94 Vernon, NJ 07462 |
|
20164xxxx0 |
jla******@f*********.com |
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| Pell Wealth Partners - Ameriprise Financial Services |
7 Wisner Rd, Warwick, NY 10990 |
|
84524xxxx0 |
ann**********@a***.com |
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| Pinnacle Wealth Management |
45 Knollwood Rd Ste 204 Elmsford, NY 10523 |
|
91434xxxx0 |
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| Edward Jones - Financial Advisor: Tammy Washalski |
13 James P Kelly Way Ste B, Middletown, NY 10940 |
|
84548xxxx0 |
and*******@c*************.ca |
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| First Command Financial Advisor - Mike Regan |
273 Main St, Highland Falls, NY 10928 |
|
84553xxxx8 |
abe***@f***********.com |
5 |
1 |
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7208 |
269 |
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| Marshall & Sterling Wealth Advisors |
110 Main St Poughkeepsie, NY 12601 |
|
84555xxxx6 |
cpe***@m********.com |
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| Compass Asset Management Group |
100 Stony Brook Ct, Newburgh, NY 12550 |
|
84556xxxx7 |
aha**@c*********.com |
5 |
6 |
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| Orange Bank & Trust Company |
91 Brookside Ave, Chester, NY 10918 |
|
84546xxxx2 |
car*@o**************.com |
5 |
4 |
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| Financial Pathways |
230 US Hwy 206 Bldg 3 Flanders, NJ 07836 |
|
86663xxxx8 |
aki****@f****************.net |
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5 |
2 |
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| Northwestern Mutual |
301 Main St #2g, Goshen, NY 10924 |
|
84529xxxx5 |
a.-***********@n*****************.com |
1.01 |
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106292 |
16209 |
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| Tompkins Financial Advisors |
10 Bank St White Plains, NY 10606 |
|
91494xxxx7 |
agu****@t************************.com |
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| Prudent Financial LLC |
549 NY-17 Ste. F, Tuxedo Park, NY 10987 |
|
84536xxxx2 |
|
5.01 |
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| Lampis Wealth Management |
785 Totowa Rd Ste 108 Totowa, NJ 07512 |
|
97338xxxx0 |
lis**@l***********.com |
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9 |
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| Itani Accounting & Tax LLC |
463 Main St Little Falls, NJ 07424 |
|
97355xxxx0 |
ebe*@e*******.com |
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| Charles Schwab |
2645 South Rd Ste 1 Poughkeepsie, NY 12601 |
|
80043xxxx0 |
ian***********@s*****.com |
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1 |
1 |
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| Signature Bank |
40 Cuttermill Rd Ste 501 Great Neck, NY 11021 |
|
86674xxxx3 |
aab*******@s**********.com |
3 |
2 |
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| Laufer Planning Company |
72 Lake Region Blvd, Monroe, NY 10950 |
|
84578xxxx0 |
san***********@s*****************.com |
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| Stifel |
500 Canal St, Goshen, NY 10924 |
|
84529xxxx1 |
abb****@s*****.com |
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| Stewart & Associates |
201 Ward St, Montgomery, NY 12549 |
|
84569xxxx4 |
joh******@s*********************.com |
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| Park West Wealth Management - Ameriprise Financial Services |
250 Pehle Ave Ste 500 Saddle Brook, NJ 07663 |
|
20122xxxx0 |
bel*************@a***.com |
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| Gold Alliance |
Serving theGoshen Area |
|
88821xxxx2 |
dan***@g***********.com |
4.7 |
28 |
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5 |
15 |
12609 |
2 |
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| Brooklyn Financial Group |
48 Bakertown Rd Ste 506, Monroe, NY 10950 |
|
84578xxxx1 |
cam*************@g***********.com |
3 |
2 |
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| Charles Schwab |
331 Central Park Ave, Scarsdale, NY 10583 |
|
91472xxxx0 |
jan*****@s*****.com |
3.8 |
5 |
1 |
1 |
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| X-Stream Leadership Group |
1248 Queen St, Pottstown, PA 19464 |
|
61090xxxx3 |
inf*@x****.com |
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251 |
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| Cannon Wealth Solutions |
600 Mamaroneck Ave Ste 400 Harrison, NY 10528 |
|
91451xxxx0 |
joh*@c********************.com |
5 |
3 |
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| MYRA Wealth |
201 Montgomery St Fl 2 Jersey City, NJ 07302 |
|
80538xxxx2 |
hel**@m*********.com |
|
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5 |
2 |
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| Trustco Bank |
791 State Route 17m, Monroe, NY 10950 |
|
84578xxxx0 |
aal****@t**********.com |
3.4 |
5 |
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|
6072 |
292 |
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1 |
2 |
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| James Brandemarte |
344 Main St, Beacon, NY 12508 |
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|
abc***@c***********.com |
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| Privatus |
1330 Ave Of The Americas Fl 23 New York, NY 10019 |
|
64632xxxx2 |
h@p****.com |
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| Wealth Enhancement Group |
1 Summit Ct Ste 100 Fishkill, NY 12524 |
|
84529xxxx0 |
abr*****@w****************.com |
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| Egener Wealth Management |
501 Harris Rd, Bedford Hills, NY 10507 |
|
91423xxxx1 |
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4 |
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| Michael F Fleming - Fleming Wealth Management |
725 Glen Cove Ave Glen Head, NY 11545 |
|
51667xxxx9 |
mfl*****@h****************.com |
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| Petito Wealth Management, LLC |
1361 Kings Hwy, Chester, NY 10918 |
|
84546xxxx0 |
|
1.01 |
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| Tompkins Community Bank |
1441 Route 22 Brewster, NY 10509 |
|
84527xxxx1 |
cus*********@t****************.com |
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|
11340 |
45 |
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| Eysner Securities |
28 Brookside Dr W, Harriman, NY 10926 |
|
84577xxxx8 |
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| Rienas & Brown Wealth Management - Ameriprise Financial Services |
832 McLean Ave Yonkers, NY 10704 |
|
91423xxxx0 |
ann*********@a***.com |
|
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277 |
7 |
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| Diversified Brokerage Limited |
60 Erie St, Goshen, NY 10924 |
|
84529xxxx9 |
inf*@d*******************.com |
|
9 |
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| Lynch Wealth Strategies - Raymond James |
3 Coates Drive, Suite 5, Goshen, NY 10924 |
|
84529xxxx6 |
aar************@r***********.com |
|
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17322 |
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| Voya Financial Advisors, Inc. |
52 N Plank Rd #3, Newburgh, NY 12550 |
|
84485xxxx6 |
and*********@v*****.com |
5.03 |
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| Wealth Strategies & Management Group |
95 W Main St Ste 5-132 Chester, NJ 07930 |
|
73266xxxx5 |
dia************@s**********.com |
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| Connington Wealth Management |
650 From Rd Ste 560 Paramus, NJ 07652 |
|
20163xxxx4 |
wil***************@l**.com |
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| TIAA Financial Services |
5 Becker Farm Rd Ste 140 Roseland, NJ 07068 |
|
86684xxxx7 |
acc******************@t***.org |
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90774 |
487 |
92057 |
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| Financial Planning Services | The Financial Gym |
1077 Pleasantville Rd Box 6, Briarcliff Manor, NY 10510 |
|
64660xxxx5 |
cop******@f******.com |
4.8 |
103 |
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| B W Investments Inc |
126 Concord Ln, Middletown, NY 10940 |
|
84534xxxx2 |
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| Traphgen Financial Group |
234 Kinderkamack Rd, Oradell, NJ 07649 |
|
20126xxxx0 |
adr***@t*****.com |
4.4 |
13 |
5 |
1 |
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| Td Bank |
5 Centre Dr, Central Valley, NY 10917 |
|
84578xxxx0 |
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| Silverman Wealth Management |
Poughkeepsie, NY 12602 |
|
84545xxxx4 |
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| Liberty Wealth Advisors |
707 Summer St Fl 4 Stamford, CT 06901 |
|
20332xxxx6 |
*nn*@l********************.com |
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| Jennifer Paolicelli - Financial Advisor, Ameriprise Financial Services |
25 Main St Ste 3-2, Goshen, NY 10924 |
|
84545xxxx1 |
ada*********@a***.com |
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| First Republic Bank |
34 Popham Road Scarsdale, NY 10583 |
|
91487xxxx8 |
aa@f************.com |
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| Messina, Douglas J, AGT |
615 State Route 32, Highland Mills, NY 10930 |
|
84524xxxx0 |
ame******************@a***.com |
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| Wealth Strategies For Life |
New York, NY 10017 |
|
64654xxxx6 |
gar*@w******.com |
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1 |
1 |
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| Tompkins Community Bank |
1086 North Bdwy Ste 130 Yonkers, NY 10701 |
|
91437xxxx4 |
cus*********@t****************.com |
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11340 |
45 |
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| WealthTrust |
33 Airport Center Dr SUITE 105, New Windsor, NY 12553 |
|
84544xxxx0 |
inf*@m************.com |
5.03 |
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| The Zick Whitted Taub Group |
3 Coates Dr, Goshen, NY 10924 |
|
84529xxxx0 |
|
3.73 |
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| Diversified Wealth Management |
293 Eisenhower Pkwy Ste 340 Livingston, NJ 07039 |
|
97399xxxx0 |
jsm***@d*******************.com |
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| Morgan Stanley |
23 Butternut Ct, Highland Mills, NY 10930 |
|
84573xxxx7 |
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| Raymond James Financial Services |
2429 Albany Post Rd, Walden, NY 12586 |
|
84577xxxx4 |
aar************@r***********.com |
4.73 |
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17299 |
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| Matthew D Klein |
1010 Northern Blvd Ste 208 Great Neck, NY 11021 |
|
51687xxxx0 |
doe*****@f***********************.com |
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| KPL Financial Group |
475 White Plains Rd Ste 28 Eastchester, NY 10709 |
|
91422xxxx4 |
ako***@k****.com |
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| Mundi Financial |
90 Crystal Run Rd Suite 101, Middletown, NY 10941 |
|
85524xxxx8 |
bil**@m*************.com |
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91 |
13 |
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| Anjed Eloued - TD Wealth Financial Advisor |
51 Main St, Warwick, NY 10990 |
|
84552xxxx0 |
abc***@t*.com |
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844308 |
6528 |
849000 |
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| RMT Wealth Management |
337 Market St Saddle Brook, NJ 07663 |
|
20122xxxx0 |
8d5*************************************@w*****************.com |
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| Daniel OReilly - Financial Advisor, Ameriprise Financial Services, LLC |
25 W Main St Suite 3-2, Goshen, NY 10924 |
|
84587xxxx4 |
dns*****@a***.com |
1.01 |
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| Signature Bank |
1020 Madison Avenue 4th Floor New York, NY 10075 |
|
86674xxxx3 |
aab*******@s**********.com |
3.3 |
4 |
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| Prudential Financial |
40 Matthews St, Goshen, NY 10924 |
|
84529xxxx3 |
a.w*****@p*********.com |
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| Arthur J Gerry |
98 Cuttermill Rd Ste 254 Great Neck, NY 11021 |
|
51650xxxx0 |
age***@l*****.com |
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9 |
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| Forteris Wealth Management |
3020 Westchester Ave Ste 102 Purchase, NY 10577 |
|
91469xxxx0 |
bfr*@f*************.com |
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79 |
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| Fidelity |
13 W 61st St New York, NY 10023 |
|
80027xxxx4 |
a61****@f*******.com |
4 |
10 |
2.5 |
2 |
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318204 |
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| Anthony Tangredi - Raymond James |
2679 NY-17M # C, Goshen, NY 10924 |
|
84536xxxx2 |
aar************@r***********.com |
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17323 |
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| Bhashyam Wealth Management Associates - Ameriprise Financial |
250 Pehle Ave Ste 500 Saddle Brook, NJ 07663 |
|
91446xxxx1 |
cla************@a***.com |
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| Commonwealth Financial Network |
110 Crystal Run Rd, Middletown, NY 10941 |
|
84569xxxx3 |
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| First Command |
273 Main St, Highland Falls, NY 10928 |
|
84553xxxx8 |
abe***@f***********.com |
5 |
1 |
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7208 |
269 |
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| Bridgewater Consulting |
316 W 97th St 51D New York, NY 10025 |
|
34792xxxx9 |
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| Mid-Hudson Valley Federal Credit Union |
360 Route 211 E, Middletown, NY 10940 |
|
84533xxxx4 |
aaa***@m*****.com |
3.8 |
108 |
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| AXA Advisors |
30 Matthews St, Goshen, NY 10924 |
|
84561xxxx2 |
dns******@c********.com |
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| Family Wealth Managment Group |
383 Ridgedale Ave East Hanover, NJ 07936 |
|
97324xxxx9 |
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| Watters Financial Services |
16 Arcadian Ave Ste C4 Paramus, NJ 07652 |
|
20184xxxx4 |
cwa********@w***************.com |
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| Wealth Management at Hudson Valley Credit Union |
1810 South Rd Suite 121, Wappingers Falls, NY 12590 |
|
84546xxxx6 |
chr**********@h*********.com |
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392 |
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| Merrill Lynch |
115 W Century Rd Ste 200 Paramus, NJ 07652 |
|
20196xxxx0 |
bro*********@m*.com |
3.7 |
3 |
3 |
2 |
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| Northwestern Mutual Financial |
301 Main St, Goshen, NY 10924 |
|
84529xxxx5 |
web******@n*****************.com |
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| Adaptive Wealth Management |
30 Buxton Farm Rd Stamford, CT 06905 |
|
20350xxxx3 |
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| Northwestern Mutual |
356 Meadow Ave, Newburgh, NY 12550 |
|
84556xxxx9 |
a.-***********@n*****************.com |
3.73 |
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|
106292 |
16209 |
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| Csc Wealth Management |
26 Park St Montclair, NJ 07042 |
|
97374xxxx0 |
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| Pell Wealth Partners - Ameriprise Financial Services, LLC |
7 Wisner Rd, Warwick, NY 10990 |
|
84524xxxx0 |
ann**********@a***.com |
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| Nick Quartarano - TD Wealth Relationship Manager |
51 Main St, Warwick, NY 10990 |
|
91431xxxx5 |
abc***@t*.com |
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|
844308 |
6528 |
849000 |
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| New Horizons Wealth Management |
325 Columbia Tpke Ste 107 Florham Park, NJ 07932 |
|
97354xxxx6 |
adr**********@n******.com |
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5 |
15 |
125 |
6 |
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| Main Street Accounting |
55 Old Turnpike Rd, Nanuet, NY 10954 |
|
84526xxxx9 |
73f*************************************@w*****************.com |
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1 |
1 |
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