Financial Services businesses in Rockland County.

Germane Learning helps entrepreneurs, professionals, and growth-minded individuals develop stronger foundations in personal growth, financial education, leadership, and business development. Through educational events, workshops, mentorship, and community-building experiences, we create spaces for meaningful conversations, practical learning, and long-term growth. Based in Rockland County and connected throughout the Hudson Valley.

I’m a financial representative, I work with individuals and families with their financial planning. Basically meeting with people, learning about their current situation and goals, then help them build personalized, comprehensive plans.

Creative Financial Planning, Inc. is a Nyack-area financial advisory practice helping Rockland households with retirement planning, investment management, insurance review, college savings, and estate coordination. Complimentary initial portfolio review.

Tauber Solutions is a Spring Valley-area financial advisory practice helping Rockland households with retirement planning, investment management, insurance review, college savings, and estate coordination. Complimentary initial portfolio review.

Engel Financial Services is a Monsey-area financial advisory practice helping Rockland households with retirement planning, investment management, insurance review, college savings, and estate coordination. Complimentary initial portfolio review.

Merrill Lynch Financial Advisor Melanie Powell is a West Nyack-based wealth management practice serving Rockland households with comprehensive financial planning, investment management, retirement planning, and estate strategy. Fee-based and fiduciary-aligned where applicable.

Main Street Asset Management LLC is a New City-based wealth management practice serving Rockland households with comprehensive financial planning, investment management, retirement planning, and estate strategy. Fee-based and fiduciary-aligned where applicable.

Eastern Planning Inc. is a Nanuet-area financial advisory practice helping Rockland households with retirement planning, investment management, insurance review, college savings, and estate coordination. Complimentary initial portfolio review.

A Valley Cottage financial technology and payment-processing company founded in 1999 and later acquired by CheckAlt. Klik Technologies provides receivables, lockbox, and transaction-processing solutions for financial institutions and corporate clients, with its local office on Executive Boulevard.

I work with individuals and business owners to help them grow, save, and protect money through strategies tailored to their goals, long-term ambitions, and tax efficiency.