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Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- Sustainable investing
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Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Spending Time with Family
- History and Museums
- Music
- Volleyball
- Golfing
Team Members
- Shannon StevensonBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(845) 858-6225Fax
(888) 826-2812Office Address
139 Pike StPort Jervis, NY 12771opens in a new window
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