Finance and Insurance
Serving the investment community with pride for over 35 years!
Randy Clark, RFC, BFA is a registered representative with Securities America, Inc., member of FINRA, SIPC, a registered Broker Dealer. Randy is an investment advisor representative with Securities America Advisors, Inc., a Registered Investment Advisor. Securities America, Inc., does not provide tax or legal advice. Please consult your tax and/or legal advisor for guidance on your particular situation.
We are a premier insurance agency located in the Lower Hudson Valley and a trusted resource for your insurance needs and risk management solutions serving New York, New Jersey, Connecticut and Pennsylvania, specializing in business owners, individuals, and families. Being that our office is in New York our prime focus is in the following counties: Orange County, Rockland County, Westchester County, Sullivan County, Ulster County, Putnam County, and Dutchess County.
Homestead Funding Corp. is a multi-state licensed mortgage lender with branches located throughout the eastern U.S. In operation since 1995, our corporate headquarters is located in Albany, New York where we have perennially been the area’s largest independent mortgage lender. We have tens of thousands of satisfied customers, originated billions of dollars in residential mortgage loans and maintained a reputation of exceptional service, honesty, integrity and financial reliability.
Our goal is simple. We want to offer our customers outstanding service and the best mortgage financing to suit their needs. Our mix of traditional and innovative mortgage products gives us the ability to evaluate and deliver a wide variety of competitively priced mortgage financing solutions. We understand that not every situation is the same and our company has embraced that diversity in our customers by continually upgrading our product portfolio.
Homestead Funding is committed to working with you to ensure a smooth process from initial pre-qualification and mortgage evaluation to closing. After closing, we maintain contact with our customers to keep apprised of their ever-changing goals so that we can continue to service their home financing needs. This reflects our commitment to serving our customers for life.
Ryan CoakleyAssistant Vice President Senior Financial Advisor
At Merrill Lynch, we believe that wealth isn’t just about the performance of your portfolio—it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill Lynch thought leaders and can offer access to Bank of America’s products and services to help unlock opportunities tailored to clients’ needs. Starting with your life priorities as a foundation, your Merrill Lynch advisor can recommend a wide variety of financial solutions to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you—not the market—at the center of all we do.
Ryan started his career with Bank of America in 2005. After spending time as a Financial Center Manager throughout the Hudson Valley, he joined Merrill Lynch in 2015 and brings experience from the retail side of the business. Ryan is a graduate from The College of Westchester who currently holds the Series 7 and 66 FINRA registrations as well as Life and Health Insurance Licenses with New York State.
Ryan is a member of The Cornwall Lions Club, Greater Cornwall Chamber of Commerce, Orange County Chamber of Commerce and the Hudson Valley Networking Alliance.
He is a lifelong resident of Orange County, who currently lives in New Windsor with his wife Courtney and son Ethan.
Helping you pursue your goals has always been our goal. Choose from a wide range of financial capabilities including, but not limited to:” Education Funding Strategies, Tax Minimization Strategies, Personal and Business Retirement Planning, Succession Planning, Home and Securities-Based Lending, Estate Planning, Investment Selection, Asset Allocation, Risk Profile Analysis, Social Security Optimization Strategies.
All forms of Insurance
Established in 1980, the Robert Alan Agency has grown into a well respected, full service insurance agency. We have 7 offices throughout the Hudson Valley and serve clients throughout the Tri-State area.
We take pride in providing you with the service and consultation you deserve. We will work with you to analyze your insurance requirements and develop a plan that will meet your specific insurance needs.
Our commitment to excellence starts with our highly trained staff who are dedicated, conscientious and caring people; the kind of people you can depend on when you need them.
Whether you are looking for personal insurance to protect your lifestyle or commercial insurance to protect your business, let us tailor a solution to fit your needs and your budget.
We are an Independent Agency
As an independent agency, we do not work for an insurance company; we work for you. We represent a carefully selected group of financially sound, reputable insurance companies, and we place your policy with the company offering the best coverage at a competitive price. We work on your side when you have a loss and follow through to see that you get fair, prompt payment.
Our professional staff analyzes your insurance requirements by beginning with RISK MANAGEMENT. By risk elimination, risk reduction, risk transfer or risk assumption, the cost of your insurance portfolio may be considerably reduced.
We provide on-demand specialized accounting and finance solutions to founders and business owners focused at building and scaling their business operations while containing and controlling operational costs.
Our on-demand specialized accounting and finance solutions are customizable to meet each client’s needs and circumstances.
Our diverse skillset includes public accounting and practical startup experience. Our professional staff maintain credentials and memberships in both national and state professional organizations.
Personalized Solutions. Exceptional Service.
Walden Savings Bank takes community very seriously. Not only as a commitment to those we are honored to do business with, but by our ties to community organizations and events that make a difference. Because, for Walden Savings Bank officers and staff, community is the really big difference that emphasizes the idea of serve in our service.
For more than a century, Wallkill Valley Federal Savings and Loan has provided exceptional, customer-oriented services. We are a community bank, dedicated to the belief that every customer deserves to achieve their financial goals. Our products and services have been designed to make your life easier while providing the security and peace of mind you deserve from your bank.
Although we have grown significantly since we were first chartered in 1913, we have never compromised on the traditional goals and values under which we were formed. We are always here to answer questions, identify solutions, and provide you with the best banking services available today.
We have deep roots in the Cornwall community. All four of our owners have either been born and lived in Cornwall. Cathy McCarty and John Smith still live in Cornwall.
We strive to make all the interactions you have with us: easy for you, personal and professional. We take great pride in supporting many area community organizations and events.
Our firm is 3rd generation and was founded by William A. Smith in 1928. We currently have offices in, Newburgh, Montgomery, Poughkeepsie and Millbrook NY.
We offer insurance products from many different companies, as we are an independent agency. We work with businesses of all sizes on the property, liability, cyber, directors and officers, equipment, bonds, workers’ compensation and other insurance needs for all types and sizes of business.
We also work with individuals of all types on their home, renters, car, boat, rv, motorcycle, and collectible insurance.
Our firm also works with individuals and businesses on life, health, dental and vision insurance programs as well as group voluntary coverage.