Coombe, Bender & Co. | Personalized Financial Planning Ellenville, NY

Personalized Financial Planning & Investment Management

Helping you prepare and plan for all of life's transitions.

Welcome to Coombe, Bender, & Company.

At Coombe, Bender & Company, we are dedicated to being a steadfast ally in your pursuit of financial independence. As certified financial advisors, we strive to be a beacon of financial insight and guidance, and our mission is to assist you in achieving your financial objectives for a lifetime. We pride ourselves on delivering meticulous and professional service to every client, ensuring meaningful and consistent communication throughout our partnership.

About Us

Our Services

With over 70 years of combined experience, our firm provides individuals, business owners, trustees, and more with trusted and detailed financial advice.

Portfolio Management

Establishment of clear objectives, while providing continous support and personalized service.

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Retirement Planning

Providing a detailed analysis of expenses, cash flow, and progress towards your retirement goals.

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Life Transitions

From retirement to beneficiaries, we provide coordination and support through all of life's transitions.

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Have A Question?

We're happy to address any concerns or questions you may have, even if you're not a current client. One of our staff will reach out soon to help answer any concerns or questions.

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Our Investment Philosophy

At Coombe, Bender & Company, we pride ourselves on truly understanding our clients' financial landscapes. Learn more about our investment philosophy and our process for building unique financial portfolios.

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Get The Latest News & Resources From Coombe, Bender, & Co.

From retirement to important life transitions, we are dedicated to providing in-depth financial resources.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

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Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Schedule a Consultation

Contact Us Today

Drawing from over seven decades of collective expertise, our firm delivers meticulous and reliable financial guidance to individuals, business owners, trustees, and beyond. Reach out to us today to discover more about our dedicated team and comprehensive services.