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Financial Advisors in Cold Spring, New York

Our hand-picked list of 2 financial advisors serving Cold Spring, New York. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Cold Spring

Financial professionals in Cold Spring should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Cold Spring

LUNIN-PACK PLANNING AND ADVICE, LLC

292 MAIN STREET, COLD SPRING, NY 10516

📞 (845) 265-••••

MAGNOLIA CAPITAL MANAGEMENT

55 CHESTNUT STREET, SUITE 5, COLD SPRING, NY 10516

📞 (845) 809-••••

Frequently Asked Questions

Where can I find financial advisors in Cold Spring, New York?

Cold Spring, New York has 2 financial advisors listed in our directory. LUNIN-PACK PLANNING AND ADVICE, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in New York?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Cold Spring?

Financial professionals in Cold Spring should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Cold Spring?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Cold Spring-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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