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Stephen Hakim
Branch Manager
Financial Advisor
Wealth Management Specialist

254 Fair St.
Kingston, NY 12401
Phone: 845-331-4555
Fax: 845-331-6395
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  • Financial Journeys
    Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.

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