NY · New Windsor

Fiduciary advisors in New Windsor, NY

1 advisor with offices in New Windsor. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in New Windsor

Kevin J. Mulqueen, Financial Advisor - Eagle Strategies

New Windsor, New York

Retirement Planning Investment Management

Kevin J. Mulqueen is a Certified Financial Planner with 39 years of experience serving clients through Eagle Strategies LLC, an SEC-registered investment advisory firm and subsidiary of New York Life Insurance Company. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations and offers fee-based financial planning and investment management services, with particular focus on retirement planning, life insurance, disability coverage, long-term care, and annuities. Operating from New Windsor, New York, he works with clients across various life stages, from those beginning their financial journey to those planning multigenerational wealth transitions.

View details

Financial advisors in New Windsor, New York

Advisors serving New Windsor specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all New York advisors