Woodstock New York, NY 12498 | Services | Financial | Woodstock Chamber of Commerce & Arts

Want to be notified of Woodstock Happenings? Enter your email below	Financial listed alphabetically by name Anthony S. Daley Financial Professional New York Life 106 Main Street Kingston, NY 12401 (845) 563-9347 Helping individuals and businesses crystallize and meet their objectives through creative problem solving and solid planning in order to cultivate valuable financial conditions. Brenowitz Financial Network Nathan Brenowitz 74 Van Dale Rd Woodstock, NY 12498 (845) 679-6855 LifeMusic@earthlink.com LIfe, Disability and Long Term Care Insurance I represent all of the major top rated companies. I will sit with you and work out a plan to fit your particular situation. Buying insurance is simply a matter of gaining knowledge and the making an educated decision. It's easy and almost fun! Rondout Savings Bank Sean DuBois Business Development Office 300 Broadway Kingston, NY. 12401 (845) 331-0073 smdube@mybizz.net Rondout Savings Bank, your hometown savings bank offers a wide variety of products to both individuals and businesses including commercial loans, on-line banking and debit card access. TD Banknorth 68 Mill Hill Road Woodstock NY 12498 (845) 679-3862 TD Banknorth features convenient online banking, mortgages, home equity loans, insurance and investment services. Ulster Savings Bank 180 Schwenk Drive Kingston NY 12401 338-6322 Banking services, lending center , insurance, financial services, online banking, tax preparation... Wells Fargo Advisors Financial Planning, Investments Katherine Stanfield, CFP(r) 1 Liberty Plaza, 46th Fl New York, NY 10006 (212) 978-1013 katherine.stanfield@wellsfargoadvisors.com CERTIFIED FINANCIAL PLANNER (tm) Business Title: Associate Vice President - Investments KATHERINE J. STANFIELD is a CERTIFIED FINANCIAL PLANNER(TM) professional who splits her time between Woodstock and New York City. Katherine helps individuals plan for their goals so that they can maintain a sense of security and empowerment through their financial lives rather than stress and anxiety. Katherine sits down with individuals and their families and works toward solutions that are creative and individually tailored to their needs so that they can focus on what is most important to them. She helps people create a plan to meet both their short term needs and their longer term goals. Katherine strives to help clients reduce stress and worry in their lives by working with them to build and tend to an investment plan based on their values. Katherine helps clients with their goals to: Grow, preserve, and transfer wealth. Save and invest for retirement. Create an income stream that will last throughout retirement. Plan and leave a legacy. Achieve and maintain financial independence. Buy a home or second home. Send children and grandchildren to college. Understand and manage financial risks.

Financial listed alphabetically by name

Anthony S. Daley Anthony S. Daley, Financial Professional New York Life
Financial Professional
New York Life

106 Main Street
Kingston, NY 12401
(845) 563-9347

Helping individuals and businesses crystallize and meet their objectives through creative problem solving and solid planning in order to cultivate valuable financial conditions.

Brenowitz Financial Network

Nathan Brenowitz
74 Van Dale Rd
Woodstock, NY 12498
(845) 679-6855
LifeMusic@earthlink.com

LIfe, Disability and Long Term Care Insurance

I represent all of the major top rated companies. I will sit with you and work out a plan to fit your particular situation.
Buying insurance is simply a matter of gaining knowledge and the making an educated decision.
It's easy and almost fun!

Rondout Savings Bank
Sean DuBois Rondout Savings Bank Sean DuBois

Business Development Office
300 Broadway
Kingston, NY. 12401
(845) 331-0073
smdube@mybizz.net

Rondout Savings Bank, your hometown savings bank offers a wide variety of products to both individuals and businesses including commercial loans, on-line banking and debit card access.

TD Banknorth

68 Mill Hill Road
Woodstock NY 12498
(845) 679-3862

TD Banknorth features convenient online banking, mortgages, home equity loans, insurance and investment services.

Ulster Savings Bank

180 Schwenk Drive
Kingston NY 12401
338-6322

Banking services, lending center , insurance, financial services, online banking, tax preparation...

Wells Fargo Advisors Katherine Stanfield, CFP(r) Financial Planning, Investments
Financial Planning, Investments
Katherine Stanfield, CFP(r)

1 Liberty Plaza, 46th Fl
New York, NY 10006
(212) 978-1013
katherine.stanfield@wellsfargoadvisors.com

CERTIFIED FINANCIAL PLANNER (tm)
Business Title: Associate Vice President - Investments

KATHERINE J. STANFIELD is a CERTIFIED FINANCIAL PLANNER(TM) professional who splits her time between Woodstock and New York City. Katherine helps individuals plan for their goals so that they can maintain a sense of security and empowerment through their financial lives rather than stress and anxiety.

Katherine sits down with individuals and their families and works toward solutions that are creative and individually tailored to their needs so that they can focus on what is most important to them. She helps people create a plan to meet both their short term needs and their longer term goals.

Katherine strives to help clients reduce stress and worry in their lives by working with them to build and tend to an investment plan based on their values. Katherine helps clients with their goals to:

Grow, preserve, and transfer wealth.
Save and invest for retirement.
Create an income stream that will last throughout retirement.
Plan and leave a legacy.
Achieve and maintain financial independence.
Buy a home or second home.
Send children and grandchildren to college.
Understand and manage financial risks.