When it comes to your financial dreams, taking action is vital to your success. But that’s not always easy. You know where you are - and where you want to go. Our aim is to help you get there. As experienced financial advisors, we are committed to making your journey toward financial success as easy as possible. If you’re like most investors, you want someone to walk you through the investment choices available to you. That’s where we can help.
We can provide the in-depth knowledge necessary to assist you in identifying what investments are right for you. Whatever your goals or stage in life, we can help you make the right investment choices. We also provide a single point of contact to bring together our financial advisors with your own tax advisor and attorney.
With Cetera Investment Services as our broker-dealer, we work as a team to provide you with comprehensive and convenient service - all located in your local branch. It’s a unique synergy that supports you with the financial strength of a prominent national investment and insurance firm teamed with the comfort and security of a familiar face at a location you already know and trust.
Our financial services team can provide you with:
Experienced registered representatives are available to meet with you at designated Ulster Savings Bank branch locations. Please contact one of our Registered Representatives listed below to receive more information about our financial planning services.
845-338-6322 Ext. 6810 1208 Route 300, Newburgh, NY 12550 Check the background of this investment professional on FINRA’s BrokerCheck.
845-338-6322 Ext. 3233 180 Schwenk Drive Kingston, NY 12401 Check the background of this investment professional on FINRA’s BrokerCheck.
845-338-6322 Ext. 3374 2680 South Road Poughkeepsie, NY 12601 Check the background of this investment professional on FINRA’s BrokerCheck.
With a diverse offering of brokerage and investment options available to meet your specific financial needs, our Cetera Registered Representatives are your trusted resource for your financial investment needs. Contact them at 845-943-5045 with questions or to schedule a personal appointment.
As an advisory client, you'll enjoy the following benefits of our fee-based relationship:
The Preferred and Prime programs offer you asset management services that make it easier for you and your Investment Adviser Representatives to work together toward your goals.
For details, contact an Investment Advisor Representative today at 845-943-5045.
Are you concerned about protecting your assets? If someone were to ask you to list your assets what would you include? Your home, your car… those are the obvious.
But beyond your material assets, have your considered… your life, your health and your family's future? The loss of any one of those assets can have a significant impact on your family’s financial future. That’s why a consultative approach can help you determine just what coverage you need at the most affordable premium.
Insurance Representatives are available to help you with your life insurance needs. Contact US today at 845-943-5045.
A new generation is getting ready to collect Social Security. You may have many questions about things like:
Our educational workshop, ‘Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income,’ helps Boomers understand the role Social Security will play in their financial future.
Savvy Social Security Planning workshops are presented by Richard Jeffreys, CFP, Investment Advisor Representative. To reserve a spot at our next Social Security Planning workshop, please call 845-943-5045.
Securities and insurance products are offered through Cetera Investment Services, LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice. FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401
View Cetera Investment Services' privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at ceterainvestmentservices.com. .
By selecting an external link while on www.ulstersavings.com you will leave the Ulster Savings Bank website and link to a non-affiliated third-party website that may offer a different privacy policy and level of security. You should consult the linked site(s) for further information. The third party is responsible for website content and system availability of their site.Ulster Savings Bank does not endorse, insure, guarantee or warrant any product or service available on a third-party website.
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