Alissa Provanzana, Vice President, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.
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2134 State Route 208, Montgomery, NY 12549
2134 State Route 208, Montgomery, NY 12549
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EmailAlissa brings over a decade of financial experience and expertise to Rhinebeck Asset Management, guiding clients with the creation and management of their investment portfolios, retirement planning and overall comprehensive financial planning.
More Business Info
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
Fax: 845-567-3996
- Services/Products
- Advisory Services Bonds Finanical Planning Fixed annuities Index annuties Insurance Planning Life Insurance Mutual Funds Stocks Variable annuities Wealth Management
- Associations
- NYS Life Accident and Heath Insurance License,Series 63 Registration,Series 66 Registration,Series 7 Registration
- Other Link
- Categories
- Financial Planners, Financial Planning Consultants, Investment Advisory Service