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.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

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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.