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.

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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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.