portrait of Ulana M Emerson
FINANCIAL ADVISOR

Ulana M Emerson

CFP®
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Socially Conscious Investing

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Spending Time with Family
  • History and Museums
  • Music
  • Volleyball
  • Golfing

Team Members

  • Shannon Stevenson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(845) 858-6225

Fax

(888) 826-2812

Office Address

139 Pike St
Port Jervis, NY 12771opens in a new window

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