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🤫 Directory · consent-first

Near 10516. Cold Spring.

24 financial advisors & firms and 24 insurance agents verified near Cold Spring, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 10516

Magnolia Capital Management0 mi

RIA firm · Cold Spring, NY 10516 · Registered investment adviser · $228M AUM

CRD 119597 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Harper Capital Management, LTD.0 mi

RIA firm · Cold Spring, NY 10516 · Registered investment adviser · $18M AUM

CRD 130229 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lunin-pack Planning and Advice, LLC0 mi

RIA firm · Cold Spring, NY 10516 · Registered investment adviser · $32M AUM

CRD 334066 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fsc Wealth Advisors, LLC5 mi

RIA firm · Fishkill, NY 12524 · Registered investment adviser · $122M AUM

CRD 154382 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Circle N Advisors, LLC5 mi

RIA firm · Fishkill, NY 12524 · Registered investment adviser · $94M AUM

CRD 271027 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Murphy Wealth Management Group5 mi

RIA firm · Fishkill, NY 12524 · Registered investment adviser · $252M AUM

CRD 277161 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Hudson Portfolio Management LLC6.6 mi

RIA firm · Garrison, NY 10524 · Registered investment adviser · $186M AUM

CRD 130021 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Prentice Investment Management, LLC6.6 mi

RIA firm · Garrison, NY 10524 · Registered investment adviser · $18M AUM

CRD 293723 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mountain View Strategic Wealth, LLC8.1 mi

RIA firm · Hopewell Junction, NY 12533 · Registered investment adviser · $63M AUM

CRD 154295 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mountain Pass Planning8.1 mi

RIA firm · Hopewell Junction, NY 12533 · Registered investment adviser · $75M AUM

CRD 283389 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Spano Advisory Services INC.8.4 mi

RIA firm · Mahopac, NY 10541 · Registered investment adviser · $41M AUM

CRD 113588 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Weiss Financial Group LLC8.4 mi

RIA firm · Mahopac, NY 10541 · Registered investment adviser · $90M AUM

CRD 159331 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Grimaldi Portfolio Solutions, INC9.3 mi

RIA firm · Wappingers Falls, NY 12590 · Registered investment adviser · $133M AUM

CRD 106199 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Quint Investments and Insurance9.3 mi

RIA firm · Wappingers Falls, NY 12590 · Registered investment adviser · $110M AUM

CRD 168463 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sage Investment Advisers LLC9.3 mi

RIA firm · Wappingers Falls, NY 12590 · Registered investment adviser · $268M AUM

CRD 304559 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Focused Wealth Management, INC.10.9 mi

RIA firm · Newburgh, NY 12550 · Registered investment adviser · $2.3B AUM

CRD 154828 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Blue Elm Advisors11.8 mi

RIA firm · Holmes, NY 12531 · Registered investment adviser · $6M AUM

CRD 318686 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Innovative Private Wealth Management INC.13 mi

RIA firm · Somers, NY 10589 · Registered investment adviser · $367M AUM

CRD 324586 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Innovative Family Office LLC13 mi

RIA firm · Somers, NY 10589 · Registered investment adviser · $66M AUM

CRD 329496 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Joseph P. Lucia & Associates, LLC13.1 mi

RIA firm · Yorktown Heights, NY 10598 · Registered investment adviser · $388M AUM

CRD 147625 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Carminucci Wealth Management13.5 mi

RIA firm · Croton Falls, NY 10519 · Registered investment adviser

CRD 140753 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
D'arcangelo Financial Advisors, LLC14.8 mi

RIA firm · Poughkeepsie, NY 12603 · Registered investment adviser

CRD 117833 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Timm Financial Services14.8 mi

RIA firm · Poughkeepsie, NY 12603 · Registered investment adviser · $12M AUM

CRD 331581 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Infiniti Wealth Management15 mi

RIA firm · Brewster, NY 10509 · Registered investment adviser · $187M AUM

CRD 127216 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 10516

Rey Insurance Agency26 mi

Insurance · Sleepy Hollow, NY · Auto, home, renters & umbrella insurance in Westchester

This is you? Claim itclaimable & removable by its owner
Levitt Fuirst Associates26.7 mi

Insurance · Tarrytown, NY · High-value homeowners insurance in Bronxville and Westchester

This is you? Claim itclaimable & removable by its owner
Joe Namy27.5 mi

Insurance · State Farm · Stamford, CT 06903 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Bill Bergner28.5 mi

Insurance · State Farm · New Canaan, CT 06840 · Home, auto, life in New Canaan

This is you? Claim itclaimable & removable by its owner
Michael Saunders28.5 mi

Insurance · Allstate · New Canaan, CT 06840 · Home, auto, life in New Canaan

This is you? Claim itclaimable & removable by its owner
JWI Group30.1 mi

Insurance · White Plains, NY · Personal & commercial insurance across NY, NJ and CT

This is you? Claim itclaimable & removable by its owner
Mike O'Boyle30.1 mi

Insurance · State Farm · White Plains, NY · Auto, home & life for central Westchester (Scarsdale/Bronxville corridor)

This is you? Claim itclaimable & removable by its owner
Lawley Insurance (Westchester)30.3 mi

Insurance · Purchase, NY · Personal & business insurance; serves Rye, Scarsdale and Bronxville

This is you? Claim itclaimable & removable by its owner
Soribel Holguin31 mi

Insurance · State Farm · Stamford, CT 06907 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Kevin Tabet31.1 mi

Insurance · State Farm · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Carmine Aquino31.1 mi

Insurance · Allstate · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Silvia Passero31.1 mi

Insurance · Farmers · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Cross Insurance Private Client32.1 mi

Insurance · Greenwich, CT 06830 · Affluent homeowners; private-client market carriers

This is you? Claim itclaimable & removable by its owner
Greenwich Independent Insurance32.1 mi

Insurance · Greenwich, CT 06830 · Home, auto, business & renters insurance on Greenwich Avenue

This is you? Claim itclaimable & removable by its owner
Michael Garofalo32.1 mi

Insurance · Allstate · Greenwich, CT 06830 · Homeowners & auto insurance, 469 W Putnam Ave

This is you? Claim itclaimable & removable by its owner
Newhouse Financial Group32.2 mi

Insurance · Rye Brook, NY · Personal insurance for Westchester County families

This is you? Claim itclaimable & removable by its owner
The Oberman Companies32.5 mi

Insurance · Rye Brook, NY 10573 · Personal & commercial insurance for the New York area

This is you? Claim itclaimable & removable by its owner
Howard & Gay Insurance, LLC (Greenwich)32.7 mi

Insurance · Greenwich, CT · Home, auto, flood, valuable items, high-net-worth insurance

This is you? Claim itclaimable & removable by its owner
Alliant Insurance Services (Private Client)32.7 mi

Insurance · Greenwich, CT · Customized HNW insurance programs for affluent families

This is you? Claim itclaimable & removable by its owner
Dalila Namy32.7 mi

Insurance · State Farm · Greenwich, CT · Auto, home, life & business insurance in Greenwich

This is you? Claim itclaimable & removable by its owner
Dan Tyler32.7 mi

Insurance · State Farm · Stamford, CT 06902 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
The Warner Agency (Daniel Warner)32.9 mi

Insurance · Allstate · Cos Cob, CT · Auto & home; 30+ years serving the Greenwich community

This is you? Claim itclaimable & removable by its owner
Howard & Gay Insurance, LLC (Scarsdale)33 mi

Insurance · Scarsdale, NY 10583 · Home, auto, flood, valuable items, HNW insurance for Westchester

This is you? Claim itclaimable & removable by its owner
Gabriel Bundschuh & Associates, Inc.33 mi

Insurance · Scarsdale, NY 10583 · Home, auto, business & renters insurance in Scarsdale

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Cold Spring, NY.

  • Fishkill, NY5 mi
  • Wappingers Falls, NY9 mi
  • Croton-on-hudson, NY16 mi
  • Katonah, NY16 mi
  • Bedford Hills, NY19 mi
  • Mount Kisco, NY20 mi
  • Chappaqua, NY21 mi
  • Ridgefield, CT22 mi
  • New City, NY22 mi
  • Briarcliff Manor, NY22 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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