Stephen Hakim
Branch Manager
Financial Advisor
Wealth Management Specialist

254 Fair St.
Kingston, NY 12401
Phone: 845-331-4555
Fax: 845-331-6395
Contact Us

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Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Peace of mind takes planning.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Mutual Funds - Your purchasing power at work.
• Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• Stocks - How do stocks fit into my financial plan?
• College Planning - What will it take to deliver the dream?
• Bonds - Are bonds right for you?
• 401(k) - What to expect from your 401(k) advisor.
• Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
• Freedom Account - Managed accounts with the flexibility to meet your investment goals.
• Charitable Remainder Trus - Tax saving vehicle for the high net worth individual