Ulana Emerson, Financial Advisor located in Port Jervis, NY

Financial Advisor
Ulana M Emerson

MBA, CFP®
139 Pike St, Port Jervis, NY 12771opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Sustainable Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

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

Team Members

  • Shannon Stevenson
    Sr. Branch Office Administrator
    FPQP®

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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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