Kyle Velte, Financial Advisor located in Oneonta, NY

Financial Advisor
Kyle B Velte

41 South Main Street Suite 1, Oneonta, NY 13820opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • College Savings
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Inheritance Guidance

Personal Interests

  • Antiquing
  • Basketball
  • Landscape Design
  • Spending Time with Family
  • Traveling

Team Members

  • Pamela Wing
    Sr. Branch Office Administrator
  • Rachel Grubbs
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(607) 432-2959

Fax

(877) 395-8197

Office Address

41 South Main Street Suite 1
Oneonta, NY 13820opens in a new window

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