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Which Financial Advisor Should You Choose in Newburgh, NY?

Review local financial advisors in Newburgh, NY and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
1 review
Compass Asset Management Group
1 review
Compass Asset Management Group provides concierge-style wealth management services for physicians and executives. We specialize in financial planning, investment management, and estate strategies while offering specialized support for physician relocations and executive compensation planning. Our fiduciary approach ensures transparent, conflict-free advisory solutions.
Financial Planning Investment Management Estate Planning
(845) 563-0537 Call Profile
Cornwall (4.9 mi) Fishkill (6.2 mi) Lagrangeville (16.3 mi) Mahopac (16.9 mi) Cortlandt Manor (17.0 mi) Croton Falls (21.3 mi) Brewster (21.6 mi)