New Paltz, NY

New Paltz, NY

Satellite Office

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199 Main Street, Suite 101, New Paltz, NY 12561

(845) 256-7090

By appointment

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Local Planning Support

Satellite Office serving clients in New Paltz and the surrounding region.

This office supports clients in New Paltz and nearby communities through coordinated advisory and planning conversations.

Advisors in This Location

4 team members associated with New Paltz, NY.

Corey Burke

Client Service Associate

New Paltz, NY

Corey Burke serves as Client Service Associate at Sullivan & Associates in New Paltz, NY.

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Valerie Ellsworth

Senior Registered Client Associate

New Paltz, NY

Valerie Ellsworth serves as Senior Registered Client Associate at Sullivan & Associates in New Paltz, NY.

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Jeffrey A. Altomari

Senior Financial Advisor • PIM Portfolio Manager

New Paltz, NY

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C. Edward Burke, Jr.

Managing Principal • Senior Financial Advisor

New Paltz, NY

C.

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Speak with this office

Our local team can coordinate planning conversations based on your needs and timeline.