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3344 Route 9 North
Poughkeepsie, NY 12601

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(845) 454-9000

 

Investment Brokerage Advisor Services

Certificates of Deposit
Managed Accounts
Municipals & Corporate Bonds
Stocks & Options
U.S. Treasuries
Fixed & Variable Annuities
Mutual Funds
Immediate Annuities
Exchange Traded Funds (ETF's)
 
Unit Investment Trusts (UIT's)

MEMBERS

Financial Planning Association (FPA)
Society of Financial Service Professionals (FSP)
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Enrolled Agents (NAEA)
Million Dollar Round Table (MDRT)

Brokerage Accounts are carried by National Financial Services, LLC (NFS), a member of NYSE/SIPC, a Fidelity Investments® Company.

Investment Advisory Services are offered through National Asset Management, Inc. (NAM), a Registered Investment Advisor.