Our Branch lobbies are temporarily closed. Drive-up tellers and reduced-hour Personal Tellers are available. Visit our COVID-19 information page for more details and hours of operation.
Stimulus checks are being issued. Where’s your check? Use the IRS’ Check My Payment tool to view your status. Important Information: We are working with every member to ensure access to your full stimulus amount, even if your account is negative. Please contact us at 845.336.4444 you need assistance.
We are now accepting new applications for the PPP. Please have all required documentation ready before completing the application. Visit our PPP page to get started or to download the PPP Loan Forgiveness Application.
Our professionals will meet with you at any branch location to help create a personalized strategy for your full financial picture, based on your goals and what matters most to you.
Rather than reacting to market changes, our professionals will work to create an investment strategy that focuses on working toward specific goals and avoiding emotional reactions to events.
We offer a broad range of services for both individual investing as well as planning for businesses. If you already have an established portfolio, you will benefit from reconfirming your goals and getting a second analysis of your investment plan.
Kingston & Saugerties
Woodstock, Port Ewen, Highland,
Middletown, Newburgh, Red Hook &
Kingston, LaGrange, Hurley,
Poughkeepsie & Rhinebeck
Check the background of the investment professionals on FINRA’s Broker Check