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portrait of Nicholas S Brown
FINANCIAL ADVISOR

Nicholas S Brown

297 South Plank Road, Newburgh, NY 12550opens in a new window
Accepting New Clients
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About Nicholas

I appreciate the opportunity to work with you to help realize your long-term financial goals. Personal finance is not something people often feel comfortable talking about, but I want to change that. When I understand what you are looking for and where you want to end up, that's when I feel comfortable stepping in and helping you get there. This could mean saving for college, planning for the unexpected, providing for your family or getting ready for retirement, now or in the future.

I have been preparing for this role for years. During the pandemic, I was fortunate to have...

Focus Areas

  • College Savings
  • New Investors
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesNovember 2022 to Current
  • PFS Investments Inc.February 2022 to September 2022

Education

  • SUNY OneontaBachelor of Science

Personal Interests

  • Golfing
  • Wine Collecting/Enthusiast
  • Hiking
  • Skiing

Team Members

  • Dora Cadavid
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(845) 566-7379

Fax

(888) 389-2657

Office Address

297 South Plank Road
Newburgh, NY 12550opens in a new window

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