Finance & Insurance

Albatross Financial Group

Ameriprise Financial Services, LLC - Justin Semke, CFP®, CRPS™

Antalek & Moore Insurance Agency, LLC

Arthur DeDominicis, CPA

B.N.Thakkar CPA PC

Bank of America

Bank Of Greene County

Besimi Ventures LLC

Carter-MGM Insurance Agency, LLC

Catherine Ryan Insurance & Financial Services, Inc. (State Farm)

Cindy M. Smith, CPA PC

Citrin Cooperman

Community Capital New York

Comparion Insurance Agency

Compass Asset Management Group

D'Arcangelo Financial Advisors, LLC

Day Seckler LLP

DSL Financial Services

Eddy A. Sloshower

Fairway Mortgage Services

Farm Credit East

Flourish Wealth Advisors, LLC

Fortress Financial Advisory LLC

Freedom Financial Solutions, LLC

Heller Pension Associates, Inc.

Heritage Financial Credit Union

Heritage Financial Credit Union

Hickey-Finn & Co.

Hodgkins Agency

Homestead Funding Corporation

Hotaling Insurance Services

Hudson Valley Credit Union

Hudson Valley Credit Union has been serving Dutchess County families and businesses since 1963 with the wide variety of financial products and services they need to succeed!

Hudson Valley Insurance Agency

J. Pink Associates, Inc., Financial Advisors

James P. Wetzold CPA PLLC

JD CPA PC

JPMorgan Chase & Co.

KeyBank

Commercial lending, trust and investment services.

KeyBank - East Fishkill

KeyBank - Patriots Park Branch

Kirshon & Company, PC

Lakeland Bank Hudson Valley

Leona H. Chan, CPA PC

M&T Bank, Hudson Valley Division

Marshall + Sterling Insurance

As the most admired and knowledgeable provider of Risk Management, Insurance and Financial Services we guide our clients safely through a world of risk and opportunity.

McLean Insurance Agency, Inc.

Merrill Lynch Wealth Management (Thomas McGimpsey)

Mid-Hudson Region Group of Northwestern Mutual

Mid-Hudson Valley Federal Credit Union

Mountain View Strategic Wealth, LLC

MTY Bookkeeping Inc.

Naccarato Insurance

Nationwide Mortgage Bankers, Inc.

NBT Bank

NBT Bank - Fishkill

New York Life (Donna Kellerman) - Agent

New York Life Insurance Company (Cupa)

NFP

Pagones Insurance Agency, Inc.

PCSB Bank

PKF O'Connor Davies, LLP

Prager Metis CPAs, LLC

Prime Wealth Management

Primerica (Hopewell Junction)

Prudential - Lyle C. Roberts, CLTC, Lutcf

Pursuit (formerly known as NYBDC)

Quint Investments and Insurance, Wayne Quint, CFP

RBT CPAs, LLP

Real Property Abstract & Title Services, LLC

Rhinebeck Bank

Rhinebeck Bank (Arlington)

Rhinebeck Bank (Beacon)

Rhinebeck Bank (East Fishkill)

Rhinebeck Bank (Fishkill)

Rhinebeck Bank (Hyde Park)

Rhinebeck Bank (North Road)

Rhinebeck Bank (Red Hook)

Rhinebeck Bank (Rhinebeck)

Rhinebeck Bank (South Road)

Richard C. Amodeo, EA

Rondout Savings Bank

SAGE INVESTMENT ADVISERS LLC

Sawyer Savings Bank

Second Sight Bookkeeping

Smyle & Associates, LLC

Tax Alternative Group, LLC

TEG Federal Credit Union

Banking services provided to all who live, work, worship or attend school in Dutchess, Orange and Ulster counties.

Thrivent Financial

Todd W. Gocha, CPA PC

Tompkins Financial Advisors

Trustco Bank

UHY LLP, Certified Public Accountants

Ulster Savings Bank

USI Insurance Services

Vetare Insurance and Consulting Services LTD

Walden Savings Bank

Wells Fargo Bank - Fishkill

Wells Fargo Bank - Hopewell Junction

Wells Fargo Bank - Wappingers Falls

William A. Smith & Son, Inc. (Poughkeepsie)

Zastenchik & Co. CPAs

We provide CPA services for businesses and individuals, including: Income Tax Preparation, Bookkeeping, and Controller & CFO Services