A note from Robert F. Baker - Cetera Investment Services, LLC. (Program Manager)...
If you're like most investors, you want someone to walk you through the investment choices available to you. That's where we can help. We can provide the in-depth knowledge necessary to assist you in identifying what investments are right for you. Whatever your goals or stage in life, we can help you make the right investment choices. You can relax knowing you are working with someone who has your best interests in mind.
Experienced registered representatives are available to meet with you at designated Ulster Savings Bank branch locations. Please contact one of our Registered Representatives listed below to receive more information about our financial planning services.
180 Schwenk Drive, Kingston
1229 Route 300, Newburgh
180 Schwenk Drive, Kingston
*The information provided is not intended as tax or legal advice, and it may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties. You are encouraged to seek advice from your own tax or legal counsel.
(866) 440-0391, ext. 3352
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May Lose Value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice. FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Investment, Tax, Payroll and Insurance products and services offered through Ulster Insurance Services, Inc. and Ulster Financial Group, Inc., subsidiaries of Ulster Savings Bank, are NOT FDIC INSURED.
Are you purchasing a home?
Complete our mortgage education module and get $500 off closing costs!