Financial advisors in New Paltz, NY
7 financial advisors listed in New Paltz, New York. 5 with a phone number and 6 with a website.
New Paltz accounts for 0% of the financial advisors listed in New York and ranks #183 among New York cities for financial advisors.
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Quick answer
New Paltz, NY has 7 financial advisors listed on USA Business Search. 5 list a phone number and 6 list a website. The most listings are in ZIP codes 12561, 12525.
Updated October 2026Edward Jones - Financial Advisor: Marlene V Pagentine, AAMS®
H&R Block
Berner Financial Services Llc.
Twin Star Farms Inc
Got Rhythm Dancewear
Peter A LeRose
How to choose a financial advisor in New Paltz
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in New Paltz, New York?
USA Business Search shows 7 financial advisors in New Paltz. 5 list a phone number and 6 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 12561, 12525.
How do I choose a financial advisor in New Paltz?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in New Paltz compare with the rest of New York?
New Paltz has 0% of the 13,179 financial advisors listed in New York, which ranks #183 among New York cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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