Newburgh, NY

Satellite Office

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500 Stony Brook Court, Suite 1, Newburgh, NY 12550

(845) 787-4232

By appointment

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Local Planning Support

Satellite Office serving clients in Newburgh and the surrounding region.

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

Advisors in This Location

4 team members associated with Newburgh, NY.

Taylor Jenaro Coombs

Senior Financial Advisor

Newburgh, NY

Taylor Jenaro Coombs serves as Senior Financial Advisor at Sullivan & Associates in Newburgh, NY.

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Derek Pinelli

Registered Operations Manager

Newburgh, NY

Derek Pinelli serves as Registered Operations Manager at Sullivan & Associates in Newburgh, NY.

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Anthony Ortiz

Senior Financial Advisor

Newburgh, NY

Anthony Ortiz is a lifelong resident of the Hudson Valley area and he and his wife, Michelle currently resides in Marlboro, NY where they are raising their growing family of 4.

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Robert Coombs

Senior Financial Advisor

Newburgh, NY

Robert Coombs serves as Senior Financial Advisor at Sullivan & Associates in Newburgh, NY.

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